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   Technology StocksOLED Universal Display Corp


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From: AdventureCapitalist4/12/2021 1:24:32 AM
5 Recommendations   of 26213
 
Stop the FOMO review of SMD/LG OLED rumors
youtube.com

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From: Ravid.Ron4/12/2021 5:06:49 AM
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LG Display begins full-scale expansion of OLED plant in Guangzhou, China..Starts setup

It has been confirmed that LG Display (034220) has expanded its factory in Guangzhou, China, which is an advanced base for organic light-emitting diodes (OLEDs). It is a policy to actively respond to the demand by increasing production capacity while the demand for OLED panels has recently increased due to Corona 19.

According to related industries on the 12th, LG Display recently started set-up work, such as bringing in OLED production line equipment for the second stage expansion of the Guangzhou plant. In fact, it is known that equipment makers such as Invenia, who previously participated in the construction of the first phase of the Guangzhou plant, recently signed an equipment contract related to the second phase expansion with LG Display.

LG Display's Guangzhou plant is a large OLED advance base considering the Chinese market. It invested a total of 5 trillion won, including capital, to start production after completion last year. Currently, it is producing 60,000 large OLED panels per month in the first phase. At the time of the second stage of expansion, 30,000 sheets are added per month, and it has the ability to produce up to 90,000 sheets per month. Including the domestic factory in Paju, LG Display's large OLED production capacity will expand to 170,000 units per month.

bit.ly

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From: Ravid.Ron4/12/2021 5:07:59 AM
1 Recommendation   of 26213
 
"Samsung Display QD-OLED 2nd stage investment, yield is key"

It is predicted that the decisive variable for Samsung Display's additional investment in quantum dot (QD)-organic light emitting diode (OLED) will be the yield of the existing Q1 production line.

On the 12th, market research firm Omdia predicted that the yield of large QD-OLED displays that Samsung Display is developing will be the most important factor in the second-stage QD-OLED investment.

According to Omdia, Samsung Display's initial plan is to execute the second and third phase QD-OLED investments at the end of this year and next year, respectively, with a scale of 30,000 (30K) sheets per month based on the input of 8.5G originals. The production capacity of the first-stage QD-OLED line, which has been in stock since July of last year, is 30K per month, which is a quarter of the overall plan.

According to the original plan, the second-stage QD-OLED line should receive equipment next year and start operation in mid-2023. The three-stage line will be put in equipment in 2023 and should be operational in mid-2024. This is a schedule that is possible only when the second stage investment is decided within the year.

Samsung Display plans to produce QD-OLED TVs and monitor panels in the fourth quarter. At this time, the verification of yield and productivity is the key to additional investment. The second-stage investment execution can support the possibility of early success in the QD-OLED business. Potential QD-OLED customers are Samsung Electronics, Sony in Japan, and TCL in China.

thelec.kr

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From: mirage20174/12/2021 7:52:17 AM
   of 26213
 
Will Samsung Electronics start using LGD's OLED TV panels?

oled-info.com

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From: I'manoledguy4/12/2021 8:42:16 AM
   of 26213
 
OVJP the big questions of When and for Whom.

I'll be optimistic and venture that 2024 is a good start date. UDC has been working on this tech for over 10 years. It is not like inventing the Wheel here, it is now just manufacturing bigger wheels. UDC has been showing customers what can be done in their labs and at SID. In this regard, I am comfortable UDC has or is very near Deep Blue because the OVJP system is designed for three colors.

Prediction--alpha machine will be for Gen 10.5 substrates. Manufacturer's just have to integrate the OVJP system into current production lines. Vertical printing may be quite useful to them.

youtube.com

Of course we all think "displays" for OVJP. I suggest do not rule out Lighting for larger lighting panels. Of course R to R will a real catalyst for lighting too.

March 2009

digital.library.unt.edu

Nice but not complete list of OVJP printing patents for those who care to review.

patents.justia.com

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From: mirage20174/13/2021 3:53:22 PM
   of 26213
 
Hopefully the selling will stop at some point. Down almost 10% in 3 days

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To: toad leg who wrote (25841)4/13/2021 7:12:00 PM
From: toad leg
1 Recommendation   of 26213
 
So why did Samsung sign an agreement with LG? Is it because Samsung needs a phosphoresent blue and can't get it?

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To: mirage2017 who wrote (25857)4/14/2021 12:00:55 AM
From: IntoOLEDs
2 Recommendations   of 26213
 
Re: the selling. It’ll stop when they have shaken out all the week hands and taken ownership of enough shares to gain from the next leg up after good news about contracts, revenue estimates and possibly even blue at the SID conference Or the next quarterly conference call. Whoever mentioned the timing of the LG contract announcement had it right.....it was meant to be under the radar. Manipulation is rampant. Learn to accept it. It ain’t going away. It just seems to get more effective with programmed trading.

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From: Dkjunior1434/15/2021 7:50:25 AM
1 Recommendation   of 26213
 
Universal Display Corporation Named to Financial Times’ The Americas’ Fastest-Growing Companies 20214:15pm ET, 04/14/2021 - Business Wire

EWING, N.J.--(BUSINESS WIRE)--Apr. 14, 2021-- Universal Display Corporation(Nasdaq: OLED), enabling energy-efficient displays and lighting with its UniversalPHOLED® technology and materials, announced today that the Company was recognized by the Financial Times (FT) as one of The Americas’ Fastest-Growing Companies 2021. FT, in partnership with Statista, identified Americas’ 500 companies with the strongest growth between 2016 and 2019, and Universal Display Corporation ranked #441 among public and private high-growth companies in North, Central and South America.

“We are pleased to be named by the Financial Times as one of the fastest growing companies in the Americas,” said Steven V. Abramson, President and Chief Executive Officer of Universal Display Corporation. “This wonderful recognition is thanks to the tenacity, dedication and vision of our hard-working global UDC team. Still in the early chapters of OLED adoption, we are enthusiastic for the long runway of anticipated growth for the OLED industry and for us.”

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From: Ravid.Ron4/16/2021 12:04:44 AM
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-In the first quarter of 2021, total global shipments of AMOLED modules for mobile were at 140.6 million units, an increase of 31.5% compared to the same period last year.
-Flexible OLED shipped a total of 72.5 million panels in the first quarter of 2021
-In the first quarter of 2021, Samsung Display shipped a total of 46.75 million flexible OLED panels.
-Second place is LG Display, which is in the process of supplying panels for Apple iPhone 12 smoothly.
-The 3rd place is expected to be occupied by BOE, which shipped 8.9 million panels.

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