2020 Will Be the Year Things Recover for Memory, Says Sanford C. Bernstein’s Newman

The video discusses Samsung's financial performance, highlighting a 52% drop in third-quarter profit despite beating estimates. The decline is attributed to a poor year for the memory market, which is crucial for Samsung's earnings. However, there is a sequential improvement in earnings, and memory demand is expected to rebound, stabilizing prices. The video also covers the anticipated growth in 5G sales, with Samsung positioned to benefit from the early adoption of 5G technology, impacting DRAM demand positively.

What was the main reason for the year-on-year decline in Samsung's earnings?

• Increased marketing spend

• Decrease in chip prices

• Poor performance in the memory sector

• Drop in handset sales

What is expected to help Samsung's profit growth in the coming year?

• Stabilization of memory prices

• Higher handset sales

• Decrease in operational costs

• Increased marketing spend

How is Samsung planning to capitalize on the 5G market in 2020?

• By focusing on 4G technology

• By partnering with Huawei

• By launching more 5G models

• By reducing prices of existing models

Which company is mentioned as a competitor struggling in the 5G market?

• Apple

• Huawei

• Sony

• Nokia

What impact does 5G have on DRAM demand according to the transcript?

• It stabilizes DRAM prices

• It decreases the need for DRAM

• It has no impact on DRAM

• It increases the demand for DRAM