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OLED Universal Display Corp
An SI Board Since November 1996
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3908 138 0 OLED
Emcee:  slacker711 Type:  Moderated
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 civil. That means no trolling, flaming, or taunting. Disagreements can be fierce without crossing the line into the personal.

Longs, shorts, and those just interested in the technology/company are welcome. Just have an opinion and be prepared to defend it.

Slacker
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3908What are your expectations for Q3 numbers and Q4 guidance? It looks to me like Aslacker711-8 AM
3907What are your expectations for Q3 numbers and Q4 guidance? It looks to me like ACooters-7 AM
3906but said the devices would be “mid-range additions” to its smartphone portfolio.slacker711-6 AM
3905Here's the official announcement on the A3 and A5, with a headline we'veCooters-4 AM
3904Earnings weakened reflecting lower sales QoQ as customers changed line-ups and aynotgoal2yesterday
3903 No mention of OLED's in the AUO conference call, except to say that LCD scrslacker711-yesterday
3902<i>Earnings weakened reflecting lower sales QoQ as customers changed line-DaYooper-yesterday
3901 Samsung earnings. samsung.com Display Division [Q3 Results] ? Earnings declislacker711-Wednesday
3900Amazon has gotten a couple shipments of the 55 model in the past couple days. Inslacker711-Wednesday
3899 To: slacker711 who wrote (3897) 10/29/2014 7:27:15 AM From: slacker711 of 3898ynotgoal-Wednesday
3898Despite the current shortage of product, LGE still mentions OLED's in their slacker711-Wednesday
3897 UPDATE 2-LG Elec plans quantum dot TVs alongside OLED sets in.reuters.comslacker711-Wednesday
3896Oppo R5 is the thinnest smartphone around at only 4.85mm thick betanews.com NCooters1Wednesday
3895Speculation at this point... technobuffalo.com <snip> Well, the <b&gCooters1Wednesday
3894From the Arizona State research Ultimately, a peak EQE of 24.8% and nearly perfeynotgoal3Tuesday
3893Samsung monitors, the BOE will join the OLED TV panel market 2014/10 / 28- Su Feoled2b-Tuesday
3892OFweek Show News: Recently, BOE Technology Group Co., Ltd. (BOE) announced thatoled2b-Monday
3891 [graphic]October 26, 2014 NewsCommunication and broadcastingColumnEnterprise oled2b-Sunday
3890BOE to build a RMB 22 billion Gen 6 LTPS/AMOLED production line Chinese display ynotgoal1last Friday
3889When I read the transcript I get the sense that 8K is currently being produced bIxthus-October 23
3888The delay does make the 3rd quarter earnings results particularly problematic thynotgoal-October 23
3887 This gives them a total of 34k at end of next year implying they expect to fullslacker711-October 23
3886here's another comment... blogs.barrons.com <snip> Heeyeon Kim, heaCooters-October 23
3885LG Display conference call was overnight. They expect to start 6k of M2 line atynotgoal-October 23
3884OLED bring Features to mid priced phones Worlds thinnest. knowyourmobile.comMorganBucks-October 23
3883 patft.uspto.gov FIG. 8 shows a general phosphorescent OLED structure. In someslacker7111October 22
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