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   Technology StocksOLED Universal Display Corp

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From: Ravid.Ron4/18/2021 11:42:57 PM
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LG Electronics teams up with Bvlgari for rollable TV marketing

LG Electronics Inc. on Monday said it has joined hands with Italian jewelry and luxury goods brand Bvlgari to promote its rollable TV to European customers.

The world's second-largest TV maker said it recently held events for high-end customers at Bvlgari shops in Switzerland to introduce the SIGNATURE OLED R TV.

"As the target customers for the SIGNATURE OLED R and Bvlgari are those who buy products based on their value, not their price, we believe the joint marketing events will create a big synergy," LG said.


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From: Ravid.Ron4/19/2021 5:34:26 AM
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'OLED TV's mainstream theory' is gaining strength... Both the growth trend and the expected shipments are'sprouting'

The'OLED TV trend', which has been steadily raised in the TV industry since last year, is gradually gaining strength. This is because the global OLED TV market is expected to grow significantly, and economic indicators such as the actual OLED panel shipment volume increase significantly are being released one after another.

A home appliance industry official told the Green Economic Daily, "The demand for OLED TVs will increase significantly, and shipments are expected to continue to increase." It will go beyond," he said.

According to the home appliance and display industry on the 15th, there is an expectation that the demand for OLED TVs will be able to expand its position in the TV market as the demand for OLED TVs increases significantly around the world.

According to data released on the 12th by DSCC, a display specialized market research firm, OLED panel shipments in the second quarter of this year are expected to increase 94% compared to the same period last year. In particular, in the case of large OLED panels mounted on TVs, a very rapid growth rate of 134% is expected.

DSCC said, "The utilization rate of Samsung Display's A3 line, the world's largest flexible OLED plant, will increase from 94% in the second half of last year to 97% in the second half of this year." I can see it."


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To: Ravid.Ron who wrote (25868)4/19/2021 8:06:02 AM
From: slacker711
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If LGD can't justify building out additional capacity right now (on top of moving Guangzhou to 90,000) then I doubt that they will add significant capacity before they can commercialize a printable system. The demand environment and LGD's financial position are about as good as they are going to get.

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From: I'manoledguy4/19/2021 9:18:50 AM
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Global smartphone revenue to spike 13% in 2021, says Strategy Analytics
Jessie Shen, DIGITIMES, Taipei
Monday 19 April 2021
Global smartphone wholesale revenue will increase 13% on year in 2021, the highest revenue growth in six years, according to Strategy Analytics. Despite the economic uncertainty and dented consumer confidence caused by the coronavirus, the market will be able to bounce back this year on the back of the iPhone 12 super cycle and the migration to 5G globally.

Global smartphone wholesale revenue decreased 5% in 2020 as a result of the pandemic, but it will continue to rise in the following years after the strong rebound in 2021, Strategy Analytics indicated.

"Economic recovery following COVID-19 related lockdowns globally, overdue replacement of aging devices and higher component prices, as well as migration towards 5G, are all going to contribute to the revenue growth in 2021," said Boris Metodiev, associate director at Strategy Analytics.

Global smartphone sales volume will climb 7% on year to 1.4 billion units in 2021, while smartphone wholesale ASP will rise 6% to US$294, Strategy Analytics indicated. As a result, global smartphone wholesale revenue will exceed US$400 billion.

"We expect the ultra-premium segment (US$600 wholesale and above) to perform particularly well due to iPhone 12's super cycle, and to contribute to almost half of the overall wholesale revenues this year," noted Linda Sui, senior director at Strategy Analytics.

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From: I'manoledguy4/19/2021 9:20:22 AM
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Aaron Lee, Taipei; Steve Shen, DIGITIMES
Monday 19 April 2021
Huawei reportedly plans to launch three new foldable smartphones in the second half of 2021, having launched its foldable Mate X2 in February, according to industry sources.

The Chinese smartphone vendor is likely to adopt more friendly pricing, targeting the entry-level segment to spur demand for foldable smartphones, said the sources.

Other smartphone vendors, including Samsung Electronics and Asustek Computer, are likely to follow suit by releasing their new foldable models in the second half, added the sources.

Thanks to the availability of the new models, global shipments of foldable smartphones are likely to reach seven million units in 2021, up from an estimate of 2.8 million units shipped a year earlier, Digitimes Research estimates.

The proliferation of new foldable smartphones will also ramp up global shipments of foldable smartphone-use AMOLED panels to 12 million units in 2021, up from 4.4 million shipped a year earlier, according to Digitimes Research.

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From: I'manoledguy4/20/2021 4:34:09 PM
   of 26478

Tue, April 20, 2021, 4:15 PM

Adesis, Inc., a leading contract research organization and a wholly-owned subsidiary of Universal Display Corporation (Nasdaq:OLED), announced today that it has achieved ISO 9001:2015 certification for its quality management system (QMS). Internationally recognized, this ISO standard is based on a number of quality management principles including a strong customer focus, the motivation and implication of top management, the process approach and continual improvement.

This press release features multimedia. View the full release here:

"We are pleased to achieve ISO 9001:2015 certification, demonstrating Adesis’ commitment to meet the highest standards of quality and efficiency in both its processes and management," said Andrew Cottone, President of Adesis, Inc. "This certification solidifies what our clients already know – when you work with Adesis, quality is at the forefront of everything we do."

ISO 9001 is an international set of standards originally established in 1987 by the International Organization for Standardization (ISO). It outlines a framework for improving quality and a vocabulary of understanding for any organization looking to provide products and services that consistently meet the requirements and expectations of customers and other relevant interested parties in the most efficient manner possible. Audits are performed by a qualified independent certifying body. Adesis’ ISO 9001:2015 audit was performed in January 2021.

"We are elated to attain this important QMS milestone of ISO 9001:2015 certification," said Helen Stimson, Chief Operating Officer of Adesis, Inc. "Adesis is expanding its manufacturing capabilities, and achieving this certification under ISO’s globally recognized, accredited standard supports the trust and confidence our clients have in our proficiencies."

About Adesis, Inc.

Trust us with your chemistry: Adesis is transforming the chemistry CRO business. With a chemist as the company’s president, you know we understand the industry. Partner with us and Adesis becomes a trusted extension of your R&D team and a manufacturing partner. We solve highly complex problems quickly and safely. Our low staff turnover means institutional memory and less onboarding time, and our highly responsive project teams and tenacious problem solvers accelerate your time to market for new products. The combination of our location, state-of-the-art laboratories, responsive project teams and highly qualified, innovative chemists make Adesis the trusted choice for pharma, biotech and specialty chemical industries. To learn more about Adesis, please visit

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From: EvanG4/20/2021 7:37:12 PM
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Omdia says 28% smartphone OLED growth in 2021

Smartphone penetration to reach 43%

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From: Ravid.Ron4/21/2021 5:41:47 AM
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Samsung Electronics President Jong-Hee Han "No plans to buy LGD OLED panel"

Samsung Electronics' video display (VD) division head (President) Han Jong-hee announced that there is no plan to introduce LG Display's organic light-emitting diode (OLED) panel. President Han Jong-hee said, "There is no plan to introduce LG OLED panel" to reporters' questions about whether LG Display's OLED TV panel was introduced recently at the World IT Show held at COEX in Seoul on the 21st. Regarding Samsung Display's QD display, he said, "The display panel is undergoing a sample review."

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From: mikeemarc4/21/2021 6:55:54 AM
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Samsung smartphones and tablets are currently equipped with AMOLED screens. Perhaps Samsung has prepared an improved version of the screen. The trademark registration indicates that Samsung Display is involved in the development of new and improved display technologies.

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To: Ravid.Ron who wrote (25874)4/21/2021 11:04:10 AM
From: chessboard_andy
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"No plan to introduce. . ." is different than "No plan to buy. . ."

Thank you for your posts Ron. It is great to get content regularly. In this case, I think your caption misses the context. The questioning was came at the World IT show in Seoul which opened today and runs 4/21-4/23.

The rumors/reports about the plan to purchase is very recent. The plans and displays for this show were made well in advance and it is inconceivable that there would be any appearance or announcement of a Samsung branded OLED TV at this show.

It is also very understandable that the press would ask about the LG panel reports and future products. Han Jong-Hee would have definitely been prepared for the question and his answer would have been very carefully crafted as is always the case with Samsung.

I know this comes from a translation, but "introduce" a product is very different than "source a part."

I actually think the specificity of the quote increases the veracity of the prior reports that Samsung has agreed to source OLED panels from LG Display. I would like to see the entire Q&A exchange with a human translation to see the nuance of the answer and how much he deflected from the original question.


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