#스마트폰 Analysis Reports
4UTI is a KOSDAQ-listed company that manufactures camera windows for smartphones and ultra-thin tempered glass (UTG) for foldable phones. Per its 2025 business report, revenue was KRW 19.97 billion (+7.6% YoY), operating loss was KRW 48.31 billion, and net loss was KRW 37.39 billion (DART receipt no. 20260323001351). Cumulative H1 2026 revenue was KRW 10.27 billion, operating loss was KRW 29.07 billion, and the debt-to-equity ratio was 194.6% (receipt no. 20260814004281). The rights offering issue price was finalized at KRW 1,684 on 2026-08-06, followed by subscription (8/10~11) and payment (8/13); around the same time, largest shareholder and CEO Park Deok-young gifted 700,000 common shares. The closing price on the analysis reference date (2026-08-14) was KRW 2,775, up +29.98% versus the previous day.
ALT Inc. (459550) is a KOSDAQ-listed company that supplies mobile devices such as kids' phones and senior phones to SK Telecom, KT, and LG Uplus, while also supplying IPTV set-top boxes. Per its H1 2026 semi-annual report, it recorded revenue of KRW 26.4bn, an operating loss of KRW 1.58bn, and a net loss of KRW 0.87bn (DART filing No. 20260814004045). Per its FY2025 annual report, annual revenue was KRW 112.95bn, operating profit KRW 8.97bn, and net income KRW 5.08bn, all down from 2024 (DART filing No. 20260323000960). The closing price on 2026-08-14 was KRW 2,575, up +29.98% from the previous close (KRW 1,981), with trading volume of 24,126,347 shares (Toss Securities Open API).
Apple posted FY2026 Q2 (ended 2026-03-28) revenue of $111.2 billion (+17% year-over-year) and diluted EPS of $2.01 (+22%), with gross margin reaching 49.3%, the top end of the company's guided range (48-49%) (Apple 10-Q FY2026 Q2, earnings release 2026-04-30). FY2025 full-year revenue was $416.16 billion (+6% year-over-year) with net income of $112.01 billion, an all-time high (Apple 10-K FY2025, as of 2025-09-27). On 2026-04-20, Apple announced that Tim Cook would step down as CEO to become Executive Chairman, with John Ternus taking over as CEO effective 2026-09-01 (Apple Newsroom). FY2026 Q3 (June quarter) results are scheduled for release on 2026-07-30.
Samsung Electronics closed at KRW 263,500 on 2026-07-21 (+4.77% vs. previous day, volume 36,698,805 shares). The same day, the Korea Customs Service announced that semiconductor exports for July 1-20 rose 180.6% year-over-year. Preliminary consolidated results for Q2 2026 showed revenue of KRW 171 trillion and operating profit of KRW 89.4 trillion, both quarterly records, with the DS (semiconductor) division accounting for approximately 94% of total operating profit as of Q1 2026 (Samsung Newsroom Korea). The combined stake of the specially related persons group stood at 19.69% as of 2026-07-10, with the largest shareholder, Samsung Life Insurance, holding 8.51% (DART).