Samsung's Guidance Was Quite Positive, CLSA's Rana Says

The transcript discusses Samsung's earnings, focusing on the significant role of memory chips in their profits. It highlights the company's positive guidance despite a CapEx cut, which is seen as beneficial for shareholder returns. The discussion also covers the expected stabilization of chip prices and a soft landing for the industry. Additionally, the mobile market's maturity and the potential growth in OLED panel shipments are addressed.

What percentage of Samsung's earnings is derived from memory chips?

• 80%

• 75%

• 60%

• 50%

How does Samsung plan to manage its CapEx in response to market demand?

• By maintaining the same CapEx level

• By increasing CapEx significantly

• By cutting CapEx by 50%

• By managing CapEx flexibly

What is the expected trend for DRAM pricing in the second half of next year?

• Prices will fluctuate unpredictably

• Prices will increase sharply

• Prices will stabilize

• Prices will continue to decline

What is the expected change in global smartphone shipments next year?

• Remain flat

• Increase by 10%

• Increase by 5%

• Decrease by 1%

Which product is expected to be a significant driver of Samsung's earnings in 2019?

• Home appliances

• Laptops

• OLED panel shipments

• Smartphones