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   Technology StocksOLED Universal Display Corp


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From: Ravid.Ron4/16/2021 12:04:44 AM
5 Recommendations   of 26209
 
-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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From: Ravid.Ron4/16/2021 12:26:50 AM
3 Recommendations   of 26209
 
LGD President Chung Ho-young, "Nothing to say" in Samsung's 'OLED'



LG Display President Chung Ho-young was silent about the supply of OLED TV panels to Samsung Electronics.

President Jeong attended the inauguration ceremony of the'Carbon Neutral Industry Transformation Promotion Committee' held at the Korea Chamber of Commerce and Industry in Jung-gu, Seoul on the morning of the 16th, as chairman of the Korea Display Industry Association.

After the event, President Jeong met with <News1> reporter, and he spared his words, saying, "I have nothing to say" to the question, "Is it true that some media reports that LG Display supplies OLED panels for TV to Samsung Electronics?"

This is an answer that is neither positive nor negative, and it is analyzed that President Chung deliberately took an ambiguous attitude. Since LG Display is a parts company, the industry practice of not being able to reveal whether or not a contract with a set maker has been concluded has also had an impact.

In recent years, inside and outside the display industry, rumors have spread that LG Display is supplying OLED panels for TVs to large electronic companies. As the world's only TV OLED panel manufacturer, LG Display is already supplying panels to leading domestic and overseas TV manufacturers such as LG Electronics, Sony, Panasonic, Vizio, and Philips.

In the electronics industry, only Korea's Samsung Electronics and China's TCL are being discussed as large TV makers with potential for cooperation. Among them, TCL's display company CSOT, which is a subsidiary, is researching the production of inkjet-based OLED panels in cooperation with Japan's JOLED, and the industry evaluation is that it is unlikely to cooperate with LG Display.

In the midst of this, in April, some media reported that a senior executive of Samsung Electronics and LG Display had recently met in their home country, and reported that the partnership between the two companies has entered the phase of materialization. However, immediately after the report, Samsung Electronics refuted that it was "unworked."

LG Display and Samsung Electronics have already established a cooperative relationship. Samsung Electronics, which has been supplying LCD (liquid crystal display) panels from Chinese companies, requested help from LG Display due to a lack of supply, and the two companies cooperated in the LCD field.

In particular, it seems that the industry is paying more attention to the fact that OLED is a newly mentioned field. This is because Samsung Electronics has pointed out the shortcomings of OLED TV several times and cut it down in the relationship between Samsung Electronics competing with LG Electronics' OLED in the premium TV market with'QLED'.

Kim Hyun-seok, CEO of Samsung Electronics' CE (consumer electronics) division, as well as Han Jong-hee, president of the video display business division, have repeatedly stressed that Samsung Electronics is unlikely to produce OLED TVs, saying, "It is true that there is only an OLED TV." .

In particular, Samsung is analyzed as a situation where Samsung Display, a display subsidiary, is producing'QD displays' as the next-generation food, and Samsung Electronics also needs to reduce the proportion of LCD TVs and speed up the transition to next-generation products.

In this process, Samsung Electronics puts products using micro LEDs and QD displays in the'super premium' group, but there is a possibility to produce OLED TVs as transitional'semi-premium' products before QD products are commercialized.

An industry official said, "From the standpoint of panel supplier LG Display, there will be no reason to supply OLED panels by covering up set companies." Said.

bit.ly

-------------------------------------------------



IMO, this is the era of Shortage.
Corona is the cause, so I don't know how long it will go.

LG Display is happy internally, but seems to control speak and manage facial expressions.
Let's see what will happen.

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From: I'manoledguy4/16/2021 10:16:41 AM
2 Recommendations   of 26209
 
PPG hiring for Shannon Ireland:


Operations Manager

PPG are proud to announce our new manufacturing site in Shannon, Ireland, for the production of UDC’s highly efficient, high-performing UniversalPHOLED® materials. The new facility is designed to double the production capacity and diversify the manufacturing base for UDC’s phosphorescent emitters, and we are looking to recruit exceptional talent to help us make it happen, as we continue to both protect and beautify the world.

Project Engineer

Automation Engineer

Plant Supervisor

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From: aknahow4/16/2021 11:45:04 PM
4 Recommendations   of 26209
 
panasonic.com

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From: I'manoledguy4/18/2021 8:08:16 AM
1 Recommendation   of 26209
 
OLED production will grow 94% in Q2 2021

oled-info.com

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From: ynotgoal4/18/2021 9:59:32 AM
1 Recommendation   of 26209
 
QD-OLED Expansion Decision Expected in Q421
oled-a.org

Omdia expects Samsung Display to make a decision on the 2nd of 4 potential phases of capacity expansion for the QD/OLED project later this year, which would add another 30,000 sheets/month to the project’s potential capacity by 2023. That same timeline would begin phase 3 build-out in 2022, with that additional capacity (30,000 sheets/month) slated for production in 2024. SDC has a number of hurdles to cross before those decisions are set and is still researching whether the lines will use an OLED material as a light source or whether it will switch to nano-rods for the emitters.

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From: Ravid.Ron4/18/2021 11:42:57 PM
   of 26209
 
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.

...

bit.ly

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From: Ravid.Ron4/19/2021 5:34:26 AM
   of 26209
 
'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."

.....

bit.ly

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To: Ravid.Ron who wrote (25868)4/19/2021 8:06:02 AM
From: slacker711
4 Recommendations   of 26209
 
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
1 Recommendation   of 26209
 

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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