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From: ProThinker10/5/2017 3:30:19 AM
1 Recommendation   of 129
OLED looks like it is almost fully valued based on these indicators.


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From: MorganBucks10/13/2017 10:27:15 AM
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Samsung CEO Stepping Down To Let Company 'Start Anew' After 'Unprecedented Crisis'

by Kyle Alspach on October 13, 2017, 9:47 am EDT

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The leadership upheaval at Samsung Electronics is set to continue with the resignation of CEO and Vice Chairman Kwon Oh-hyun, who said he is stepping down in March because "the company needs a new leader more than ever."

Kwon, who will also be departing his role as CEO of Samsung Display at that time, has served as CEO of the South Korean tech giant since 2012 and as vice chairman since 2011.

[ Samsung B2B Chief Kevin Gilroy Steps Aside In Midst Of Massive Channel Push]

The resignation follows the August sentencing of Samsung's de facto leader, Jay Y. Lee, to five years in jail in connection with a bribery scandal that also toppled South Korea's former president, Park Geun-hye.

Kwon seems to allude to the scandal in announcing his reasons for resigning. "As we are confronted with unprecedented crisis inside out, I believe that time has now come for the company start anew, with a new spirit and young leadership to better respond to challenges arising from the rapidly changing IT industry," he said in the Samsung news release.

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From: hollyhunter10/17/2017 8:35:07 PM
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Bullish crossover in MACD and RSI(14) stands at 64.15.

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From: MorganBucks1/4/2018 1:20:45 PM
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Samsung won’t make an OLED TV, but may have something else up its sleeve
Given the rivalry between the two South Korean titans of tech, there is no way in hell Samsung is going to give in and make an OLED TV. To do so, it would not only have to concede its long-held belief that OLED is an inferior long-term technology, it would also have to either build a big OLED panel production facility for its TVs, or tuck its tail between its legs and buy OLED panels from LG, just like Sony — LG’s only OLED competition — does. None of that is happening, trust me.

I do, however, think it is possible Samsung could use a new technology called microLED, which could end up being the company’s answer to OLED.

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From: MorganBucks1/23/2018 2:39:27 PM
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Samsung shows off its Micro LED TV at CES.

Danny Moloshok, Invision for SamsungSamsung didn't even have to mention OLED at this year's Consumer Electronics Show (CES). Instead, the world's largest TV vendor showed off a new gigantic 146-inch, albeit modular, Micro LED TV dubbed "The Wall".

If the unveiling was translated into a Trump tweet, it might have said: "Wow. Did everybody see that beautiful, shiny Micro LED TV by Samsung? So huge. So true. OLED is old news. Losers!"

There was a Trump-esque whiff of Samsung flexing its muscles at the unveiling, to be sure. CES is where tech companies show off their best and the brightest, but most of them are prototypes; some of them you never hear about again. And unlike OLED TVs, which LG and other rivals are pushing hard, Micro LED isn't commercialized. But Samsung says it will definitely go on sale, likely this year.

If it does, Micro LED may turn out to be Samsung's Visual Display (VD) business' biggest coup in over a decade. But it's about more than just money. At its core, the strategy to go Micro LED before anyone else is a standard business 101 strategy: be the creator of the market, dominate market share, and reap all the profits. But it will also show whether the company is truly a "leader" in TVs.

Unlike its other businesses, Samsung's position as number one in TVs has never been cemented, that is accepted by its rivals, the media, and public, and this frustrates the VD business no end. In memory chips, the company has been number one for over 20 years with a market share hovering around 50 percent. In smartphones, it's the biggest seller of Android phones, despite China eating away at its market share. And although having been number one in TVs for 13 years, a market share of around mid-20 percent translates as Samsung having to square up to more challengers than it does in chips and phones.

The launch of quantum dot (QD) LCD TVs in 2015 was in, a lot of ways, its first true test as a leader. It was Samsung trying out its leadership heft. It was renamed QLED in 2017, but the negative comparison to OLED persisted.

The firm has now built a wall around itself against rivals; it's Micro LED against the others. Micro LED is much more difficult to commercialise than QD LCD TVs. The former is a fundamental shift, while the latter expands on legacy technology, know-how, and equipment. It will take time.

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But it's a long game that Samsung has played before. A rough example of the company's "my way" strategy succeeding is AMOLED (active matrix organic light-emitting diode) displays on smartphones. When it was introduced 10 years ago, consumers were so unfamiliar with what AMOLED was that Samsung made a music video with a K-Pop girl group for promotions. Earlier iterations in smartphones were ridiculed for being too bright, and other vendors mostly went with LCD.

A decade later, LG switched from LCD to OLED displays for its G6 phone last year. Apple is buying them from Samsung and has applied them to the iPhone X. Chinese vendors buy huge quantities of AMOLED from the South Korean tech giant for their flagships. None of them like buying from Samsung but they have no other vendor that offers them at scale.

So how does Micro LED actually fare against OLED? Both emit light on their own without a backlight, the core feature of both technologies. Both have, pretty much, a contrast ratio of 10,000 to 1. Power consumption wise, both are better than LCD. Both are equal in perfect black. Resolution wise, Micro LED pixels per inch is superior, because one LED is made at a micrometre pixel-level. Micro LED doesn't have any colour filters, while the current OLED uses a white color filter -- hence Samsung's calling out LG's OLED as "not true OLED".

The two biggest advantages Micro LED will have over OLED will be lifespan and customization. OLED's big drawback has been the burn-ins. Because OLED uses organic material, the pixels die out faster; Micro LED on the other hand will use inorganic material that lasts longer. Micro LED will also make it easier for Samsung to make them bigger or smaller. OLED, meanwhile, is made from a set substrate size that can't be altered.

Samsung's persistence will be key as OLED is already well-established. From flexible to lighting, LG has positioned itself well as an innovator, despite being number two in market share. If Samsung backtracks now, it will be an admission of loss. The stakes are higher than when it launched LED TVs or QLED TV, because this is about the next-generation of TV picture technology.

Samsung does have another advantage: the convergence trend. Convergence is a word that has for a while been thrown around by attendees of CES, but indicators seem to point to one big difference this time, in the form of artificial intelligence (AI). And Samsung, being the word's largest electronics maker by revenue, has a portfolio in electronics -- phones, chips,displays, home appliances, and since last year, Harman -- that rivals can only dream of.

Samsung has dubbed its convergence strategy, without irony, One Samsung. Basically it comes down to linking its different products together. There are a lot of iterations of this -- Bixby, SmartThings, and Family Hub. The company showed off an 8K QLED TV that converts low resolution video into 8K, a teaser of sorts. The company is also planning to launch its first AI speaker this year.

Using Micro LED's modular capabilities and leveraging its other portfolios, Samsung will have ample room for innovation. If executed well, the company can finally prove itself an innovator, not a follower, in TVs and beyond.

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From: MorganBucks2/22/2018 10:06:20 AM
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Samsung Electronics has finally decided to shut down reports claiming it is turning back to origanic light-emitting diode (OLED) technology for its TV business. The South Korean tech giant has slammed such rumors, for it is not in the process of taking a few steps backward when it has already taken numerous leaps forward.

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From: MorganBucks2/23/2018 11:49:03 AM
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LG's next flagship phone may tout an extra-bright, low-power screen
Judy would be very outdoor-friendly


Chris Velazco/Engadget

Just because LG is shying away from typical smartphone release cyclesdoesn't mean it will have nothing big to show in 2018. Well-known leaker Evan Blass has heard that LG is planning to unveil a new flagship phone, nicknamed Judy. The star attraction, as with the G6, would be the display -- though not for the usual reasons like size or resolution. Judy would have a 6.1-inch, 18:9 ratio screen whose MLCD+ technology (which includes white sub-pixels) promises a high 800-nit brightness while consuming 35 percent less power than a typical IPS LCD panel. You could use the phone outside on a sunny day without killing your battery as quickly as usual.

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From: MorganBucks3/1/2018 1:04:35 PM
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Samsung Electronics’ newest QLED TVs will offer an unrivalled viewing experience when they are revealed in New York, USA.

The First Look in New York will take place on March 7 at the American Stock Exchange in Manhattan and will form part of Samsung’s global launch event for its 2018 QLED TV lineup. Throughout the continuous evolution of its technology, Samsung always designs its products around the lifestyles of its customers. The new QLED TVs will do this in brand new ways for 2018.

Samsung will mark the launch of the 2018 QLED TVs at 11 a.m. EST on March 7, 2018. Real-time content sharing of the First Look in New York will be available at, and

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From: MorganBucks3/2/2018 10:04:25 AM
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Bloomberg Technology

iPhone X Was Supposed to Start an OLED Boom. It's Not Working OutBy
Mark Gurman
Sam Kim

March 1, 2018, 6:00 AM EST Updated on March 1, 2018, 7:13 PM EST

Samsung not shipping as many iPhone OLED displays as expected

Apple, Samsung work on MicroLED screens to succeed OLED

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From: MorganBucks3/3/2018 2:57:18 PM
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Samsung is officially set to unveil its 2018 range of 4K, HDR ‘QLED’ TVs (sets that use Samsung’s metal-clad Quantum Dot technology) at the New York Stock Exchange on March 7th. We’ve been able to glean a few early details, though, courtesy of Samsung’s Senior Manager for Quality Innovation at the brand’s North American Quality Assurance Lab, Jim Langehennig.

During a Q&A session at a recent Society for Information Display (SID) conference on Emerging Display Technologies in Los Angeles, Langehennig claimed that there would be four QLED series in the new range rather than the three released (at least initially) in 2017.

These series would be called the Q6, Q7, Q8 an Q9, following the naming convention introduced for last year’s debut QLED sets.

The addition of a Q6 series suggests that Samsung is keen to offer a more affordable QLED option - sensible given that one of the biggest criticisms of last year’s QLED range was that they were too expensive. Samsung has also previously indicated to me, though, that it intends to be more competitive on price with all of its 2018 4K QLED sets.

Photo: Samsung

The 2017 Samsung QE65Q9F suffered through its use of edge-mounted LED lighting - an issue Samsung is putting right for the 2018 replacement.

According to a report on Display Daily, Langehennig had more good news to share during the SID Q&A: namely that both the Q8 and Q9 series for 2018 are going to use direct LED lighting, where the LEDs sit directly behind the screen rather than around its edges.

As I reported in this first look article from the CES, it was already known that, unlike its 2017 equivalent, the 2018 Q9 flagship series was going to feature direct lighting - an approach that generally produces much better contrast than edge lighting. But it’s great to hear now that the likely much cheaper Q8 model will be direct lit too.

Even better, Langehennig confirmed that both the Q8 and Q9 would support their direct lighting with local dimming technology, where different LED zones can output different light levels simultaneously. Langehennig wouldn’t say exactly how many individual dimming zones each model would support, though he did confirm that, as you would expect, the Q8 will have significantly fewer than the Q9.

It was suggested to me at this year's CES that the Q9 would have a good few hundred separate LED zones. That would be an impressively high number, and would help to minimize the amount of ‘haloing’ (extraneous light) around bright objects when they appear against a dark backdrop.

If the 2018 Q8 and Q9s are able to combine the new backlight system with the same high 1500-2000 nit brightness levels seen with 2017’s equivalent sets, they really may have the potential to challenge rival OLED screens again in a way that the edge lit 2017 models ultimately could not. Especially as all of the new QLED TVs will almost certainly feature the impressive anti-reflection screen technology that was arguably the single biggest attraction of 2017’s models.

The Q6 and Q7 models will presumably feature local dimming with their edge LED lighting systems too, with the Q6 likely to have fewer zones of separate control than the Q7. Inevitably, though, this edge-based dimming solution won’t offer nearly as much local light precision as you will get with the direct lit sets.

There’s speculation in the Display Daily article (not based on anything that Langehennig revealed) that the edge-lit models may feature a new type of Iris Glass capable of ‘focusing’ light from the edge LED array to where it’s need more accurately. Personally, I doubt that this will prove to be the case. But even if it does, experience of current technologies suggests that the more local a band of light from an edge LED zone is, the more distracting it can look!

I’ve pushed Samsung to provide more details on its 2018 QLED range, though I suspect we won’t now hear much more until the official March 7th unveil. Keep an eye on my Forbes channel for a follow up article then.

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