Core Viewpoint - Samsung Electronics is actively considering reintroducing dual aperture camera technology in its future flagship smartphones, responding to competitive pressures from Apple, which is rumored to implement similar technology in its upcoming iPhone 18 Pro models [1][3]. Group 1: Technology Development - The dual aperture feature was previously included in the Galaxy S9 and S10 series but was removed starting with the Galaxy S20 series [1]. - Samsung has requested its key optical component suppliers, Samsung Electro-Mechanics (SEMCO) and MCNEX, to develop new generation dual aperture module samples, with initial prototypes already delivered [3]. - If development proceeds smoothly, the technology could return with the Galaxy S27 series in early 2027, marking a seven-year gap since its last application [3]. Group 2: Competitive Landscape - The re-evaluation of dual aperture technology is seen as a response to Apple's anticipated introduction of a variable aperture system in the iPhone 18 Pro and Pro Max, which is expected to support dynamic adjustments between f/1.6 and f/2.2 [3]. - Samsung has historically monitored Apple's product movements closely, indicating the competitive nature of the high-end imaging market [3]. Group 3: Market Trends - As mobile imaging enters a phase of deep integration between hardware and algorithms, there is renewed emphasis on optical innovations at the physical level [4]. - Successful integration of the new generation dual aperture with AI image processing could create a new technological barrier in the high-end market for Samsung [4].

Kiwoom证券于 10 日预测，三星电子的非存储器部门 "将于明年恢复营业利润"，维持 "买入"评级和 21 万韩元 的目标价。 该公司分析师朴裕岳表示："将用于 Exynos 2700 的 2nm二代（SF2P）制程的良率改善、客户对降本的需求日 益增长以及基准性能的提升，将使 Exynos 2700 获得更大的市场份额。 他补充道："Exynos 2700 将于今年下半年在三星代工的 SF2P 制程上进入全面量产，预计将在 Galaxy S27 中实 现约 50% 的采用率。 " 因此，Kiwoom证券估计三星电子的非存储器部门明年营收将达到，同比增长，营业利润将转为的盈余。 朴氏指出："随着市场对非存储器盈利的预期上升，这将成为该股的额外上行动力。 " 他补充道："Exyno Kiwoom证券于 10 日预测，三星电子的非存储器部门 "将于明年恢复营业利润"，维持 "买入"评级和 21 万韩元 的目标价。 该公司分析师朴裕岳表示："将用于 Exynos 2700 的 2nm二代（SF2P）制程的良率改善、客户对降本的需求日 益增长以及基准性能的提升，将使 Exynos 2700 获得更大的市场份额。 ...

因此，Kiwoom证券估计三星电子的非存储器部门明年营收将达到36.4 万亿韩元，同比增长21%，营业利润将转为 1.8 万亿韩元的盈余。 该公司分析师朴裕岳表示："将用于 Exynos 2700 的 2nm二代（SF2P）制程的良率改善、客户对降本的需求日益增 长以及基准性能的提升，将使 Exynos 2700 获得更大的市场份额。 " 他补充道："Exynos 2700 将于今年下半年在三星代工的 SF2P 制程上进入全面量产，预计将在 Galaxy S27 中实现约 50% 的采用率。 " 乐金预计明年使非存储业务实现盈利 ——Kiwoom证券 Kiwoom证券于 10 日预测，三星电子的非存储器部门 "将于明年恢复营业利润"，维持 "买入"评级和 21 万韩元的 目标价。 该公司分析师朴裕岳表示："将用于 Exynos 2700 的 2nm二代（SF2P）制程的良率改善、客户对降本的需求日益增 长以及基准性能的提升，将使 Exynos 2700 获得更大的市场份额。 乐金预计明年使非存储业务实现盈利 ——Kiwoom证券 Kiwoom证券于 10 日预测，三星电子的非存储器部门 "将于明年恢复营业利润 ...