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From: I'manoledguy4/19/2021 9:18:50 AM
1 Recommendation   of 26113
 

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
   of 26113
 
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
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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: businesswire.com

"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 cts.businesswire.com.

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

xueqiu.com



Smartphone penetration to reach 43%


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From: Ravid.Ron4/21/2021 5:41:47 AM
1 Recommendation   of 26113
 
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."

n.news.naver.com

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From: mikeemarc4/21/2021 6:55:54 AM
   of 26113
 
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.


https://www.rprna.com/technology/samsung-reportedly-developing-diamond-oled-display/


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To: Ravid.Ron who wrote (25874)4/21/2021 11:04:10 AM
From: chessboard_andy
2 Recommendations   of 26113
 
"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.

Chessboard,
Andy

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To: EvanG who wrote (25290)4/21/2021 11:30:35 AM
From: ynotgoal
1 Recommendation   of 26113
 
Iridium prices have tripled since Evan's year end post about the rising cost of Iridium. It's almost 10x from when UDC long term contracts with pricing were signed.



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

Iridium has had a major price increase in the last 2 weeks. Only small changes the previous 2 years.

pmm.umicore.com


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To: ynotgoal who wrote (25877)4/21/2021 11:51:23 AM
From: BobbyVinton
2 Recommendations   of 26113
 
Anglo American Platinum creates Iridium shortages In November South African based, Anglo American Platinum (JSE: AMS, OTCMKTS: NGLOY), had to close its plant due to a series of water leaks. The facility is now closed for a full rebuild in 2021. Unfortunately, this closure led to an iridium supply shortage, just as demand was growing.

An analyst at German technology group Heraeus said:

“Iridium has the longest processing time of all the PGMs, so supply is set to be impacted (by the Amplats closure) well into 2021, providing support for sustained high prices,”

South Africa produces 80-85% of the world’s iridium. This makes Anglo American Platinum a major producer. It also processes material for other miners, causing supply chain issues for several companies.

valuethemarkets.com

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To: slacker711 who wrote (25869)4/21/2021 12:10:41 PM
From: chessboard_andy
2 Recommendations   of 26113
 
I am not sure I entirely agree with your assessment Slacker. LG Display is enjoying great pricing power right now on both the LCD and OLED side of production and I know that they are delighted with profitability as a change of pace.

I do think they will announce expansion beyond the extra 30K 8.5G sheets prior to rewriting the entire playbook with a completely novel production process. The real questions are (1) When (2) Where and (3) What Size Mother Glass.

Regarding (1) When: I have recently gone back and reviewed the timing of prior official announcements about CapEx commitments regarding the OLED build-out. Timing around the Q2 earnings release in July seems to be the key for CapEx announcements. (Whether or not they come to fruition is a different matter.) Examples:
  • 7/25/2017 was the original announcement about the Paju 10.5G line and the original announcement of the Guangzhou line
  • 7/10/2018 announcement of the JV to build the Guangzhou line was accepted and gave more details
  • 7/23/2019 was an additional 3Trillion KRW commitment to Paju 10.5G as well as the first official mention of MMG
  • 7/23/2020 they announced the opening of Guangzhou

The pause on the Paju line construction never came from an official release.

Regarding (2) Where: I think the idea of getting Chinese state subsidies for CapEx is pretty attractive, and as best I can tell the build-out and ramping at Guangzhou within the context of a pandemic went much smoother than I would have expected. I anticipate this may be a factor as to what may be announced in July. As a counterpoint, there is always going to be pressure to keep production in Korea, and we know that the footprint at Paju will support additional lines.

Any new technologies and processes are almost certainly likely to happen first at Paju. The fab buildout was considerate of handling 10.5G size glass, and there are always IP concerns relating to new processes staying within South Korea.

Regarding (3) Size: I'm still guessing that the implementation of MMG makes 10.5G investment much less likely. Processing on a 60 square foot piece of glass is very different than a 110 square foot piece of glass. Scaling up is hard sometimes, and the machinery will very likely have lower yields and a slower throughput.

One of the key reasons in favor of 10.5G glass was the extreme level of waste with 65" and 77" screens. Careful implementation of MMG mitigates that issue immensely. There is obvious demand for the 48" and 32" screens that can be built alongside the big screens to get back to 85%+ glass utilization. Perfecting, refining and speeding up MMG seems like a much more straight-forward engineering challenge.

Thus. . . my GUESS is that we get an announcement for additional equipment orders for 8.5G high throughput lines.

I'm hoping we catch wend of the equipment orders being expedited. First the extra 30K sheets at Guangzhou moved up to ASAP status with Q4 2021 target. 2nd adding another 90K 8.5G sheets with an aggressive installation timeline of Q2 2022 would be super. I'm guessing Paju because we know they already have the floor space. There was that POLED line announcement a while back which seemed to hint that they aren't reserving the area previously intended for the 10.5G glass.

So, my hopeful capacity summary:
  • Current 70k Paju 60K Guangzhou = 130K monthly 8.5G sheets -- 715,000 m^2 per month
  • Hopeful Q4 2021 70K Paju 90K Guangzhou = 160K monthly 8.5G sheets -- +165,000 m^2 per month
  • Hopeful Q2 2022 160K Paju; 90K Gungzhou = 250K monthly 8.5G sheets -- +495,00 m^2 per month

Additional 8.5G expansion can happen in 2023 and then move to a structurally simpler OVJP process at 10.5g glass at 45K sheets monthly using a fully phosphorescent RGB system in 2024.

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