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To: slacker711 who wrote (12630)10/5/2017 4:47:24 PM
From: Prophet3200
   of 13775
 
Thank you Slacker. I agree completely...

I would go a step further to say that UDC's management team is the company's largest liability in its negotiations with Samsung. They have a history of giving away the company's tech for way to little!

To illustrate my point I suggest a comparison between the UDC's "value add" vs. UDC's "value received". UDC's technology adds 3x to power efficiency, much longer lifetime, cool operation (no heat sinks), flexible form factors etc. The company receives less than 1% of panel sales in combined material sales and royalty/license fees.

I know that we have discussed this in the past.... this is among my largest frustrations with UDC!

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To: Cooters who wrote (12631)10/5/2017 4:58:55 PM
From: Prophet3200
2 Recommendations   of 13775
 

The leverage in this negotiation is not based on one fulcrum because it is not based on one moment in time, it is a moving and fluid target. I'll narrow it for sake of argument to a day in each of the 5/6 years we hope the agreement spans.


Adding to your list, UDC has some tech in its pipeline that, if realized, could swing the advantage back heavily in their direction for 2021 and beyond (manager materials, blue PHOLED, etc....)

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To: Prophet3200 who wrote (12633)10/5/2017 5:04:34 PM
From: Cooters
   of 13775
 
Adding to your list, UDC has some tech in its pipeline that, if realized, could swing the advantage back heavily in their direction for 2021 and beyond (manager materials, blue PHOLED, etc....)

Correct, that makes this even more complicated, as Samsung must contemplate inventions that have not yet happened and factor those into their negotiations. On the flip, remember UDC is not the only company working on new things.

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To: Prophet3200 who wrote (12633)10/5/2017 5:05:10 PM
From: RitzHuskie
   of 13775
 
One thing that may be a wild card in the negotiations....Since Samsung is currently having there rear end handed to them in T.V. development. What if they are considering developing an OLED T.V., which they may be? My bet is that does happen in the next 2 years. I think both companies are considering that when they are at the table.

There may be other hardware apps as well, refrigerators, washing mashings, monitors, etc. that all have Samsung OLED screens. Lots to consider. Definitely a different time than the last negotiation.

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From: IceHawk10/5/2017 5:13:13 PM
1 Recommendation   of 13775
 
The mobile OLED era is only just beginning

by Robert Triggs





OLED is the talk of display town this year, particularly when it comes to the smartphone market. Samsung and LG have caught the attention of the design-conscious with their latest “bezel-less” panels, and there’s chatter about the first flexible designs finally making it to market in 2018. Apple’s announcement of the iPhone X is arguably even more significant, adding millions of more units to OLED demand over the next 12 months and likely beyond.

And now Google showed off its own OLED smartphones, indicating that the future is firmly in the OLED camp.

Apple’s adoption of OLED this year isn’t just significant from an industry perspective though. The launch of the iPhone X is putting OLED display technology on the map for general consumers too. Samsung has been using its AMOLED technology for years, but it wasn’t until the arrival of the Galaxy Note Edge and subsequent use of flexible OLED technology in its flagship smartphones that consumers outside the tech-sphere paid much attention.

Inside the LG V30’s new display – POLED vs Samsung’s Super AMOLED
The LG V30 is shaping up to be a compelling flagship phone for many reasons, from its promising new camera to the range of multimedia software options present. It's also the first time the V …

In the end, the new and interesting form factors available with flexible OLED has been the major commercial breakthrough. Apple climbing aboard the new looks offered by OLED will only increase the technology’s profile over the coming year. There’s little doubt that mobile OLED technology is only going to see increased demand as other manufacturers look to emulate these popular designs.

The big question now is whether there will be enough OLED supply to go around.

Ramping up supply

Samsung Display’s early decision to focus on OLED rather than LCD mobile display technology has paid dividends now that the technology is seeing greater appeal in mobile. The company is by far the largest smartphone OLED panel manufacturer, catering to 97 percent of the market in Q1 2017 and shipping the vast majority of the 400 million panels produced in 2016. Currently, Samsung Display is the only volume supplier in the market.

LG Display took the opposite approach, focusing on large TV panel OLED production early and only recently transitioning over to ramping up mobile sized OLED production. LG Display will be able to offer volume for larger smartphone launches once its plants at Paju and Gumi are running at higher capacity. LG Display is targeting the capability to pump out 120 million 6-inch smartphone displays.

OLED's major commercial breakthrough has come thanks to the development of new form factors. With Apple now on-board, we can expect even more manufacturers and consumers to want the technology.

Observing the growing demand, a number of other panel manufacturers are pushing ahead with their own plans to increase OLED panel production. Suppliers from China have been making aggressive capital investments in recent years, including BOE, Tianma, China Star, EDO, Visionox, Truly and others. These companies will be needed in China’s many smartphone manufacturers want to keep up with the display technology shifts already taking place at Apple and Samsung.

Apple needs an OLED supplier, but can it sidestep Samsung?
We've had a number of major smartphone releases to enjoy recently and the next big one on the calendar is Apple's next batch of iPhones. Many are expecting a number of technological refreshes to mark …

However, China’s OLED manufacturers aren’t expected to be able to produce meaningful panel quantities until sometime in late 2019 or 2020. Furthermore, due to the complex production techniques needed for flexible designs, it could take even longer before we see high yields of high resolution flexible OLED panels from these manufacturers. In the short term, Samsung and LG Display are going to be the most sought after suppliers.






Bendable and foldable designs

Taking this drive for product differentiation a step further, we arrive at the future of bendable and flexible products and display. While we’ve been hearing about various prototypes and rumored product launchesfor what seems like forever now, if there’s one display technology that can possibly help make these products a reality it’s OLED.

The use of plastic substrates has already allowed Samsung and LG to produce curved OLED panels, and the next evolution will be increasing this flexibility and panel durability to survive the stresses of repeated bending and flexing. There’s a growing expectation that Samsung, possibly Lenovo, and maybe others will release their first generation designs sometime in 2018.

First generation bendable products are likely to be small runs, possibly limited to select regions where these type of products will have the most appeal.

However, the first launches of any such products are likely to be small runs, possibly limited to select regions where these new designs will have the most appeal. These may possibly be reserved for home markets like South Korea or China.

It’s likely that display manufacturing techniques still need longer to mature before a major high-end consumer launch could take place. Plastic layers will need to be made thinner still, yet panels will still need to be even more durable, and yields high enough to make manufacturing profitable. We also haven’t seen how these tweaks to production will affect important display aspects like resolution, color reproduction, and brightness.

There are still a lot of unknowns when it comes to highly flexible displays and products. It’s likely that OEMs will play it safe with smaller launches to avoid putting consumers off the idea if first generation products aren’t quite up to scratch. It may not be until beyond 2019 before a major bendable smartphone launch hits the market.







Wrap Up

OLED display technology has been around in smartphones for years now, but it’s only just hitting its prime. With Apple, Samsung, LG, and others increasingly turning to high-end OLED panels in their flagship phones, we are bound to see more and more companies pick up the technology for bezel-less or other bold designs. Further down the line, the prospect of flexible products will keep the technology relevant for years to go.

To fill all this demand, Samsung Display, LG Display, Japand Display, and an array of manufacturers in China are pumping major investments into the OLED production capabilities, which will come to fruition throughout 2019. Over the next couple of years, OLED looks ripe to hit a stride with bountiful demand and supply.

androidauthority.com

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To: RitzHuskie who wrote (12635)10/5/2017 5:13:42 PM
From: Cooters
1 Recommendation   of 13775
 
One thing that may be a wild card in the negotiations....Since Samsung is currently having there rear end handed to them in T.V. development. What if they are considering developing an OLED T.V., which they may be? My bet is that does happen in the next 2 years. I think both companies are considering that when they are at the table.

Also correct, and from Samsung's POV they would want a fixed license with TV revenues not yet factored into forecasts. However, the fact they are dragging this out while industry estimates go nowhere but up tells me they plan to take it to the end......

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From: IceHawk10/5/2017 5:22:36 PM
3 Recommendations   of 13775
 
Report: Flexible Display Shipments To Increase Drastically



October 5, 2017 - Written By Daniel Golightly


According to a new 6-year market report on display technologies from market intelligence firm Tractica, flexible display shipments are on the rise and may increase to 643 million units yearly by the year 2022. The report itself, released on October 4, goes into far more detail and covers a range of other topics related to display technologies. However, among the more interesting points made by the report is that the split between the available technologies for creating those displays increases pretty dramatically over that time period. OLED will, unsurprisingly, leading the way by a huge margin. That shouldn’t be altogether shocking since many devices with screens already sport flexible panels, including smartphones, vehicle dashboards, and the control panels on home appliances, but Tractica’s report takes things a bit further and envisions their use in a wide variety of new applications, as well.

With regard to the actual numbers involved in the flexible displays, the Tractica report sees the use of LED displays as having already effectively flatlined, while E-paper and LCD displays will not even manage to reach 100 million units in annual terms of shipments by 2022. That’s a drastic contrast to OLED flexible panels, which are already expected to be at above 169.9 million units in 2017 alone. From there, the increase will only increase more rapidly, one chart provided by Tractica indicates. The chart shows OLED flexible displays hitting and surpassing 300 million units shipped in 2019, 400 million in 2020, and no fewer than 500 million units per year sometime between 2021 and 2022.

Beyond smartphones such as Samsung’s Galaxy S8, Galaxy S8 Plus, and Galaxy Note 8 or the newly announced second-generation Google Pixel devices, Tractica predicts that the increased demand for the displays will put them in a position, in terms of pricing and manufacturing efficiency, to be used in more technologies. Of course, that includes an expanding number of wearables and tablets but the prediction extends well past those more mundane uses, too. In fact, it could put them in a position to be used in smart cards, e-writers and e-readers, vehicle dashboards, television and other video content displays, and marketing – including their use in shelving labels and business signs. It seems that, at that point, the range of uses for the shapeable, energy-efficient displays will be mostly limited by the level of ingenuity of those holding leadership roles in the world’s industries.







https://www.androidheadlines.com/2017/10/report-flexible-display-shipments-to-increase-drastically.html




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To: Cooters who wrote (12637)10/5/2017 10:18:58 PM
From: Troper52
   of 13775
 
"...the fact they are dragging this out while industry estimates go nowhere but up tells me they plan to take it to the end......"



Really? What can Samsung have to win by pushing this contract negotiation to the limit? They just lost their equivalent of a CEO to prison, right?

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To: Troper52 who wrote (12639)10/5/2017 10:21:16 PM
From: Cooters
2 Recommendations   of 13775
 
Really? What can Samsung have to win by pushing this contract negotiation to the limit? They just lost their equivalent of a CEO to prison, right?

Wrong frame of reference. What do they have to lose?

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From: RitzHuskie10/6/2017 9:46:49 AM
1 Recommendation   of 13775
 
Could someone post a table of all the OLED factories scheduled or in process of coming online? There have been so many announcements and it gets mentioned on the board a lot. I can't keep track of what is referred to anymore. This would be much appreciated Here are suggested headings for a table:

Name of company Location Date to come online Devices(if known) Volume Other

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