Park Sung-soon

The strong smartphone sales has limited ability to fix all Samsung's issues, data center customers, a major driver for memory chip business, are pursuing conservative investment for the time being, not particularly uplifting news for Samsung.

In China, people buy low-priced smartphones from domestic brands and high-end phones from Apple or Huawei. Samsung has little hope there to revive its share.

Apple's new phones were no surprise at all. Only tangible change is having an additional camera on their premium model, however, it is noticeable that Apple has made a price cut for the newest iPhone for about $50, which is a very rare move for the company. The move might be aiming to manage and reduce potential risks drawn by the U.S.-China trade war.

It is hard to expect strong sales for the new Note with just a fe... by Park Sung-soon

It is hard to expect strong sales for the new Note with just a few upgrades in its camera features.

If Japan's exports controls continue further, Samsung will inevitably face long-term consequences operating its EUV machines and a hard time meeting their production agenda.

New smartphones coming out in the second half won't necessarily help its smartphone business, but will be a plus for Samsung's chip side as those phones require high density chip adoptions.

LG's competitor Samsung recently cut prices for its TV products in a bid to get ahead as Chinese television makers have been rapidly catching up.