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   Technology StocksOLED Universal Display Corp

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From: Ravid.Ron4/23/2021 5:34:25 AM
2 Recommendations   of 26876
1Q 2021 Mobile Usage OLED Shipment Trend Analysis (Rigid / Flexible)
-1 Q In 2021, global mobile AMOLED module shipments were 140.60 M units, 31.5% YoY.
-Rigid OLED shipments in 67.90 M units total 1 Q 2021.
-Significant growth of 4.2% QoQ and 13.9% YoY.
-Worldwide shipment of flexible OLED panels reaches 72.50 M units in 1 Q 2021.

It is February data, but if you haven't seen it, it would be nice to refer to it using translator.

OLED laptop is coming

"The most powerful Galaxy is coming"...Samsung powers laptops

The last day of'World IT Show 2021'... Samsung·LG Electronics,'Zipcock' Home Appliances'Popularity'

Apple's iPhone panel diversification, reducing Samsung and increasing LG

Previewed'Galaxy Book Pro 360' ..."Rotate 360 degrees, with S Pen"
Both models are equipped with OLED displays.

The reason why LG Electronics products are a staple at presidential events... It is cutting-edge technology
This time, it's a transparent OLED signage... Rollable TV also appeared several times

From TV and mobile to the old...LGD expands the OLED ecosystem

Samsung Electronics' Quantum Dot TV launch preparations, Han Jong-hee wrestles with LG Electronics' OLED

Samsung disagrees with the ruling of 'solars OLED patent infringement'… Request for reconsideration

I think it would be okay to change the news to the method of leaving only the title and url, and upload them all at once for reducing time consumption.
If you are curious about the Korean language in the image file, reply me and I will check it.

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To: Creaky Skier who wrote (25903)4/23/2021 7:32:16 AM
From: slacker711
   of 26876
PPG manufactures the emitters.

UDC's gross margin guidance was for 65-70% material margins going foward. UDC paid for the capital equipment that makes their emitters so I doubt that PPG has very high gross margins on their material sales to UDC.

If PPG gross margins are 20%, then the cost of the raw materials would make up 24% to 28% of UDC's material revenues. I assume that iridium makes up the bulk of those materials but I have no idea what the proportion might be.

The fact that UDC only shifted their gross margin guidance by a small amount could be a sign that their contracts have some leeway on pricing built into them.

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To: chessboard_andy who wrote (25889)4/23/2021 8:47:30 AM
From: mikeemarc
2 Recommendations   of 26876
Stating the obvious here but 2021 should be about utilization rates.

If you look at udc's gross revenues over the last few years and include that blip of a late year buy which pulled in some in one yr from the next we haven't moved much.

Having said that capacity has grown but utilization while spiking at times has remained 50ish % on average I think?

So as Sid has said need to turn fabs on.

I think this and next yr more should be turned on and in particular I see it in mid range phones among other expanding devices ie laptops, autos, etc. Still early days on the latter but a good sign nonetheless.

Another relatively recent Sid term is across the board re expanding customers activity and hopefully this means increased utilization for the Chinese fabs as well

Good luck all,


Ps thks RavidRon.. appreciate your contributions

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To: ynotgoal who wrote (25900)4/23/2021 9:57:00 AM
From: BigDogTone7
3 Recommendations   of 26876
Maybe Steve and Sid want to cash in before their capital gains rates get jacked to over 50% (including state)

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To: Ravid.Ron who wrote (25906)4/23/2021 2:49:17 PM
From: Dkjunior143
4 Recommendations   of 26876
Here is my attempt at displaying the translations for the charts Ravid.ron posted earlier. I am going to try to pair the original with the translated version for each of the 3 charts. Sorry it's a bit of a hack job and that the translated versions are patched together like they are; it's about the best I could pull off with my mobile phone and the Google Translate app. :)

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From: I'manoledguy4/23/2021 3:29:29 PM
2 Recommendations   of 26876
LG Display to supply more OLED panels to Apple for iPhones this year


Apr 22, 2021

Apple has started using OLED display panels for the entire smartphone lineup with the iPhone 12 series and is expected to continue doing so with the upcoming iPhone 13 series. A report from Omdia claims that around 169 million units of iPhone OLED panels will be shipped this year.

In comparison, the expected shipments are 47.6 percent higher than the 114.5 million units shipped last year. It is said that LG Display will be shipping more units of OLED panels this year to Apple.

The Omdia report estimates that Samsung Display will be shipping 110 million units of OLED panels for iPhone while LG Display will be shipping 50 million units and BOE will be shipping 9 million units.

Last year, Samsung Display had shipped 89.6 million units while LG Display had shipped 25 million units. When compared year-on-year, shipments from these companies increased 22.8 percent and 100 percent respectively.

In the year 2020, the market share of Samsung Display for iPhone OLED panels was 78.3 percent, which will drop to 65.1 percent this year, if the new estimates from Omdia turn out to be true. On the other hand, the share of LG Display will increase from 21.8 percent to 29.6 percent while China-based BOE‘s share will be 5.3 percent.

Based on the estimates, Apple will be the largest procure of smartphone OLED panels this year, followed by Samsung Electronics and Xiaomi.

As per the report, 584.5 million units of OLED panels are expected to get shipped this year, representing an increase of 28 percent compared to 2020. Out of them, around 335.5 million units will account for Flexible OLED panels while rigid OLED panels will make up to 249 million units

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From: Ravid.Ron4/25/2021 12:11:35 PM
3 Recommendations   of 26876
Refer lcd price report


OLED storm growth forecast

SK Materials, the better in the second half

Recharge 1.8 trillion won by selling Corning shares.Samsung Display's 'Load of live ammunition."

iPhone 13 prototype with diagonal camera leaked physical device

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From: Ravid.Ron4/26/2021 4:57:12 AM
4 Recommendations   of 26876

updated report.
earning date : LGD-4/28, BOE-4/29, AUO-4/29

PI Advanced Materials, sales of KRW 77.6 billion in 1Q, the highest in the quarter

LGD surpasses Samsung D's operating profit in 2 years

Why unlisted Samsung Display goes all-in to ESG

Gigabyte unveils a 48-inch OLED gaming monitor with HDMI 2.1

"Preemption of demand for coronavirus"... Samsung·LG, notebook competition is hot

Apple mini LED iPad Pro production difficulties... Due to low SMT yield

The story of the developer of the S.LSI division of Samsung Electronics, a semiconductor supporting ultra-high definition 8K TV

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From: mikeemarc4/26/2021 11:05:33 AM
   of 26876
Where are the analysts and their channel checks? Usually some revisions up and the usual one outlier saying down are out by now?

Nice move today so far on low volume.. have been waiting for a move into earnings and wondering if this it?


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To: mikeemarc who wrote (25914)4/26/2021 11:23:00 AM
From: slacker711
3 Recommendations   of 26876
Samsung and LGD will announce earnings this week. I expect we'll get any final analyst commentary about earnings after they give their results.

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