Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=9904 The rules for this thread are fairly simple. Anything and everything related to PANL and/or OLED's is fair game. That includes both fundamental and technical analysis. Comments and posts about the general display industry and competitive technologies are also welcome. The key rule is to keep it ...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=990438013210slacker711 LG to mass-produce flexible displays koreatimes.co.kr  Shown avove is a 5-inch curved OLED TV that uses LG Display’s technology. LG Display identified the OLED business as its next cash generator to beat the industry’s cyclical patterns. / Korea Times file Firm releases displays with bendable screens By Kim Yoo-c...http://www.siliconinvestor.com/readmsg.aspx?msgid=289589916/19/2013 7:26:36 AMynotgoalAP Systems up 11%, SFA up 6%, Duksan up 7%, PANL up 5%. Did I miss something or is it just an oversold bounce?http://www.siliconinvestor.com/readmsg.aspx?msgid=289575646/18/2013 11:35:59 AMslacker711http://www.siliconinvestor.com/readmsg.aspx?msgid=289573866/18/2013 10:25:42 AMslacker711Low Manufacturing Yields to Keep Cost of AMOLED TV Panels High for Several Years, According to NPD DisplaySearch Santa Clara, California, June 12, 2013—The first 55" AMOLED TV is on the market, with others expected to follow; however, the cost of AMOLED panels will remain very high compared to TFT LCD display panels,...http://www.siliconinvestor.com/readmsg.aspx?msgid=289498396/13/2013 11:11:08 AMslacker711 This isnt exactly a denial of the JPM numbers, just that they might have been too bullish before. Important to note thought that the 100m unit target was always for a full calendar year. koreatimes.co.kr  Samsung cool on share price fall By Kim Yoo-chul Shin Jong-kyun Samsung Electronics CEO The CEO of Samsung...http://www.siliconinvestor.com/readmsg.aspx?msgid=289495236/13/2013 9:10:18 AMCooters 4K Monitors Starting to Come Into Focus Display choices expected to multiply by the end of the year tvtechnology.com  ALEXANDRIA, VA.—4K monitors are coming and, when they get here, they will be great. However, a range of videographers contacted for this article say they have yet to use a 4K field monitor on a shoot...http://www.siliconinvestor.com/readmsg.aspx?msgid=289479286/12/2013 1:29:05 PMslacker711 I'm glad they're in production, but 17 Kg doesn't seem light for a 55" screen as thin as 4.3mm. 17 KG is about 38 lbs. It must be the frame. The non-curved version of the television only weighs 10kg. Slackerhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289469196/12/2013 12:13:58 AMslacker711According to the industry on the 11th, Samsung Display decided to set up the 6th generation (1,500 X 1,850mm) AMOLED line in its new A3 factory and started discussing the procurement of equipment with the suppliers. The production capacity is to be somewhere in between 20 to 40 thousand original panels per month. G...http://www.siliconinvestor.com/readmsg.aspx?msgid=289468396/11/2013 10:53:54 PMynotgoal Equipment suppliers SFA and AP Systems stocks are up 5% in a Korean market that is down today. According to the industry on the 11th, Samsung Display decided to set up the 6th generation (1,500 X 1,850mm) AMOLED line in its new A3 factory and started discussing the procurement of equipment with the suppliers. T...http://www.siliconinvestor.com/readmsg.aspx?msgid=289467206/11/2013 9:25:28 PMA.J. MullenI'm glad they're in production, but 17 Kg doesn't seem light for a 55" screen as thin as 4.3mm. 17 KG is about 38 lbs. Ashleyhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289432986/10/2013 11:19:32 AMslacker711LG Begins Mass-production of Curved OLED TVs english.etnews.com  2013/06/10 By Kim Jun-bae [graphic] LG Electronics said on Sunday that its TV production plant in Gumi started to mass-produce curved OLED TVs on June 7. Accordingly, LG Electronics kicks off the shipment of curved OLED TVs on June 10. Like an IMA...http://www.siliconinvestor.com/readmsg.aspx?msgid=289429526/10/2013 8:12:30 AMslacker711 JPMorgan chimes in on suppedly weak S4 sales. Considering the hit that Samsung shares took, PANL is showing some relative strength. blogs.wsj.com  Slackerhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289387456/7/2013 10:11:57 AMslacker711 First I have heard of Samsung tempering expectations on the S4. Something to watch. blogs.barrons.com  BRCM, MXIM Q3 at Risk on Reduced Galaxy S4 View, Says Susquehanna smaller Larger By Tiernan Ray Susquehanna Financial Group‘s Chris Caso today reiterates a Neutral rating on shares of Broadcom (BRCM), and a Posi...http://www.siliconinvestor.com/readmsg.aspx?msgid=289360126/6/2013 7:49:40 AMSavantRT..a quote from promo I heard today.."Companies that lower prices make the best investments"..Harry Dent The premise is, the products will sell in higher and higher volume becoming 'ubiquitous'. The old saw of selling one item for a high amount, or 500 for a lesser amount, with the net from the 500 being greater. Or...http://www.siliconinvestor.com/readmsg.aspx?msgid=289331286/4/2013 8:39:16 PMslacker711Tight Supply of AMOLED Mobile Phone Panels Expected in 2H’13, Reports NPD DisplaySearch http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/130530_tight_supply_of_amoled_mobile_phone_panels_expected.asp AMOLED Demand Forecast to More than Double between Q1’13 and Q1’14; Large-Area FPD Supply Expected to Ti...http://www.siliconinvestor.com/readmsg.aspx?msgid=289320516/4/2013 11:09:45 AMslacker711 Samsung and LG to Release 70-Inch AM OLED TVs in the Second Half of the Year 2013/06/03 By Moon Bo-gyeung english.etnews.com  The two local home appliances giants of Samsung and LG are going to put in the market 70-inch AM OLED TVs in the second half of the year. As other rivals are moving fast in developing AM OLED ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289295906/3/2013 8:41:37 AMynotgoalIt sounds like there's more work to be done on this yet but an interesting development. Good to see it is being developed with Seiko Epson for small molecule OLEDs. I find it curious that other companies are discussing plans and big growth in 2015 but UDC is reluctant to discuss much of anything past the current (or ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289292486/2/2013 11:02:26 PMCootersDigitimes Research: AMOLED production capacity expected to increase 327% by 2015 digitimes.com  Tony Huang, DIGITIMES Research, Taipei [Friday 31 May 2013] [graphic] The production capacity of AMOLED panel technology is expected to reach 11.47 million square meters in 2015, up 3...http://www.siliconinvestor.com/readmsg.aspx?msgid=289253675/31/2013 11:16:16 AMslacker711 I am not sure what to make of the blue comment. How can they project development that far out? or are they saying that they have it now, but they are waiting for PANL's license to expire? Do they think that PANL will have it by then? Slackerhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289239145/30/2013 3:36:31 PMCooterscertainly is a narrowing range. Did you see the Cowen comment on the Yahoo board about Samsung forecasting future blue usage?http://www.siliconinvestor.com/readmsg.aspx?msgid=289237495/30/2013 2:28:58 PMslacker711 We both see the presentation as a non-event so of course the stock is up 5% today. PANL's range keeps getting narrower. Can we finally bust out to the upside? Slackerhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289237225/30/2013 2:16:30 PMCootersThe one comment I noticed is they said once someone starts to use green and achieves the performance improvements they cannot imagine them ever going back. I would take that to mean everything Samsung produces will include green now.http://www.siliconinvestor.com/readmsg.aspx?msgid=289236485/30/2013 1:40:10 PMslacker711 I thought that they gave some further color on red. The new red is only for TV's which is disappointing. OTOH, it sounds like there is a set limit to the price discounts available to Samsung and they are close to the end of the schedule now...and they will continue to have over 80% gross margins on the red. It also...http://www.siliconinvestor.com/readmsg.aspx?msgid=289233595/30/2013 11:49:40 AMslacker711 I thought that they gave some further color on red. The new red is only for TV's which is disappointing. OTOH, it sounds like there is a set limit to the price discounts available to Samsung and they are close to the end of the schedule now...and they will continue to have over 80% gross margins on the red. It also...http://www.siliconinvestor.com/readmsg.aspx?msgid=289233585/30/2013 11:49:39 AMCootershttp://www.siliconinvestor.com/readmsg.aspx?msgid=289230305/30/2013 9:42:02 AMslacker711 HTC learns lesson from Samsung display supply row (update) 2013/05/27 22:40:32 focustaiwan.tw  Taipei, May 27 (CNA) HTC Corp. said Monday it had learned a lesson from a panel supply issue between the Taiwanese company and the display unit of arch-rival Samsung Electronics Co. that supply chain management can be a co...http://www.siliconinvestor.com/readmsg.aspx?msgid=289226965/30/2013 1:15:45 AMslacker711 Confirmation that the Motorola X Phone will use an OLED. Now we just have to hope that it is a flexible display from LG. theverge.com http://www.siliconinvestor.com/readmsg.aspx?msgid=289226605/30/2013 12:45:21 AMslacker711http://www.siliconinvestor.com/readmsg.aspx?msgid=289226525/30/2013 12:42:43 AMslacker711 Quantum dots are getting some attention. I need to make it over to Best Buy to check out the new Sony TV's. display-central.com  My “Colorful” SID 2013 Impressions May 24, 2013 | Filed under: 3D News Report,Display Daily,Flat Panel,Large Display Report,Mobile,SID 2013,Technology | No Comment by: Norbert Hildebra...http://www.siliconinvestor.com/readmsg.aspx?msgid=289193295/28/2013 12:32:04 PMslacker711 I like the title of this Korean article. They are projecting 8 to 10 trillion Won in OLED capex this year, up from 5 trillion Won each of the last two years. hankyung.com  OLED equipment industry, "order a good harvest ... not enough manpower"http://www.siliconinvestor.com/readmsg.aspx?msgid=289192505/28/2013 12:05:55 PMslacker711The interesting part of this is the timeframe, "the contract period is open until the following August 14". If we assume that the contract period is talking means delivery by this August 14th, I would say P5 or the flexible line are most likely. I cant imagine that Samsung is asking for delivery of equipment for the...http://www.siliconinvestor.com/readmsg.aspx?msgid=289151045/25/2013 10:42:25 AMynotgoalThe interesting part of this is the timeframe, "the contract period is open until the following August 14". I'm still learning to interpret the translated English. Originally, I thought they were saying this August 14th. It seemed odd to specify a specific day, a Wednesday, for the contract to end. They typically s...http://www.siliconinvestor.com/readmsg.aspx?msgid=289150055/25/2013 9:24:31 AMslacker711you think today's AP Systems announcement is for the P5 line or is Samsung adding beyond that? It is very hard to say. Normally, this would seem to be way late for the P5 line that is supposed to ramp by Q4 with equipment delivery by July. However, there were quite a few reports that Samsung was shortening the time...http://www.siliconinvestor.com/readmsg.aspx?msgid=289147945/24/2013 11:50:39 PMynotgoalSlacker, you think today's AP Systems announcement is for the P5 line or is Samsung adding beyond that? AP system (054,620) and 42.3 billion won a Samsung Display active matrix organic light-emitting diodes of scale (AMOLED) has signed a contract to supply production equipment for 24 days were disclosed. 19.45% of t...http://www.siliconinvestor.com/readmsg.aspx?msgid=289146515/24/2013 9:00:02 PMDaYooperGoogle Glass to use Samsung's OLED By Kim Yoo-chul Google will use Samsung Display’s organic light-emitting diode (OLED) technology in its upcoming Google Glass, a wearable computer with a head-mounted display, sources said Thursday. The sources said that the company’s top management has...http://www.siliconinvestor.com/readmsg.aspx?msgid=289127405/24/2013 12:01:49 AMSavantUniversal Display Corporation's Borderless Flexible OLED Panel Named 'Best in Show' at SID Display Week 2013 Universal Display's borderless encapsulation demonstrated on an OLED lighting device recognized as an enabling technology for high-performance OLED and other thin-film products EWING, N.J.--(BUSINESS WIRE)...http://www.siliconinvestor.com/readmsg.aspx?msgid=289120775/23/2013 5:00:57 PMslacker711 Some negative articles on OLED TV's today. As far as I can tell, there is nothing that indicates that Samsung and LG are actually shifting their capex spending, which is still the key tell. bloomberg.com  Samsung-LG Misstep on TV Screens Creates Opening for Sony By Jungah Lee & Mariko Yasu - May 22, 2013 5:25 AM CT...http://www.siliconinvestor.com/readmsg.aspx?msgid=289108135/23/2013 9:06:30 AMslacker711 It is good to see Japan Display talking about trial production but the timing and size of the fab means meaningful production would be a 2015 event. j-display.com  Japan Display Inc. Announces Development of 5.2-inch Full-HD OLED Display Investment Planned for OLED Manufacturing Pilot Line in Ishikawa, Japan Large...http://www.siliconinvestor.com/readmsg.aspx?msgid=289080225/21/2013 8:55:14 PMDaYooperOops. Apparently that volume print was an error on Yahoo Finance this morning. Looks like normal volume today.http://www.siliconinvestor.com/readmsg.aspx?msgid=289072865/21/2013 2:41:54 PMDaYooperOver 600,000 shares traded in the first 30 minutes. Wow. Unfortunately it looks like there was heavy selling early on. More often heavy early volume leads to a good day.http://www.siliconinvestor.com/readmsg.aspx?msgid=289063825/21/2013 10:02:24 AMCootersUniversal Display Corporation to Showcase Phosphorescent OLED Technologies and Materials at SID Display Week 2013 finance.yahoo.com  EWING, N.J.--(BUSINESS WIRE)-- Universal Display Corporation ( PANL), enabling energy-efficient displays and lighting with its UniversalPHOLED® technology and mate...http://www.siliconinvestor.com/readmsg.aspx?msgid=289054045/20/2013 4:37:52 PMCootersSamsung Screens May Leave Apple's Retina Display In The Dust forbes.com  [graphic] iPad with (Getty Images via @daylife) AppleAAPL +2.51% has been very proud of its Retina displays. To a large degree, these high-resolution, crystal clear displays have contributed to the popularity of Apple devices. Tim Cook hi...http://www.siliconinvestor.com/readmsg.aspx?msgid=289052205/20/2013 3:42:25 PMslacker711Coming Soon: Mobile Phones With Flexible OLED Screens blogs.wsj.com  EmailPrint By Min-Jeong Lee Mobile phones with flexible organic light-emitting diode screens could soon be heading your way LG Display Co. 034220.SE -0.97% said Monday it will showcase a five-inch flexible OLED display at the Society for Informatio...http://www.siliconinvestor.com/readmsg.aspx?msgid=289041275/20/2013 7:39:09 AMCootershttp://www.siliconinvestor.com/readmsg.aspx?msgid=289040775/20/2013 4:55:05 AMCooters LG to demo 5-inch unbreakable and flexible plastic OLED panel at SID http://www.engadget.com/2013/05/19/lg-5-inch-flexible-oled/ LG Display Introduces Next Generation Display Technology at SID 2013 Curved 55-inch OLED TV and 5-inch plastic OLED panels on exhibit Seoul, Korea (May 20, 2013) – LG Display [N...http://www.siliconinvestor.com/readmsg.aspx?msgid=289040765/20/2013 4:50:08 AMslacker711 Galaxy S4 sales to top 10 million Mobile chief hints that sales may hit 100 million mark koreatimes.co.kr  By Kim Yoo-chul Shin Jong-kyun Samsung Electronics said Thursday it expects its latest flagship handset, the Galaxy S4, to surpass the 10 million mark in sales next week. “We are confident that we will pas...http://www.siliconinvestor.com/readmsg.aspx?msgid=288997395/17/2013 7:49:00 AMSavantDuring the atrly CC Q&A, Needham fellow @ 43:30ish asked if the new red changed the pricing structure...the answer was yes...short answer, no details. (so, it wasn't all in my imagination) I made the natural assumption(always dangerous to assume) that the pricing would be higher and perhaps other aspects would chang...http://www.siliconinvestor.com/readmsg.aspx?msgid=288987865/16/2013 4:05:24 PMCootersHere's my notes on the JPM CC, please update if you heard otherwise: JPM Conf - 5/15/13 - LG was under a series of 6 month supply agreements, they are now under a one-year Evergreen commercial supply agreement. All of these built the license fee into the product supply. They are working with LG on a LT agreement, whi...http://www.siliconinvestor.com/readmsg.aspx?msgid=288980615/16/2013 11:46:45 AMDaYooperI've listed to the cc a couple times. I was left wondering whether the "new red" would make any difference to the volume discounts received by Samsung. It was also very surprising that no analyst questioned that important issue. Moreover when asked if additional volume discount tiers were available to Samsung they r...http://www.siliconinvestor.com/readmsg.aspx?msgid=288976745/16/2013 9:14:28 AMSavantre:red...I thought he (or someone) did, in the Q&A....but..mebbe I imaginationed it. I need to re-listen to it...so much to do, so little time.http://www.siliconinvestor.com/readmsg.aspx?msgid=288974475/16/2013 1:47:10 AM