Samsung Confirms Third Quarter Beat, Warns of Weaker Outlook

The transcript discusses the future demand and earnings outlook, highlighting concerns over Huawei's reduced demand and Samsung's market position. Despite a sequential decline in shipments, Samsung is gaining market share, especially in India. The impact of SK Hynix's acquisition of Intel's NAND business on Samsung is also analyzed, focusing on competition and potential changes in product mix and capital expenditure.

In which market is Samsung gaining a lot of market share?

What factors will influence Samsung's capital expenditure decisions?