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   Technology StocksOLED Universal Display Corp

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To: ynotgoal who wrote (25900)4/23/2021 9:57:00 AM
From: BigDogTone7
3 Recommendations   of 26736
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 26736
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 26736
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 26736
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 26736

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 26736
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 26736
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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From: Ravid.Ron4/27/2021 8:46:15 AM
1 Recommendation   of 26736

“Rollable” display developer “In the future, it is possible to have a screen thinner like a blank for cars and aircraft”

Samsung and LG cooperate? We live only when we unite... 'Samel Dongju' attracting attention from the business world

Owol Dongju : This is an analogy to the case where people in hostile relationships come together because of their understanding.

O : Name of nation
wol : Name of nation
Dong : Same
ju : Ship

According to the IT industry, it is known that Samsung Electronics considered the application of LG Display OLED panels at the beginning of last year. Samsung Electronics Vice Chairman Lee Jae-yong, who received the proposal from Chairman Kwang-mo Koo, ordered the VD division to review. At the time, no tangible results were drawn. Nevertheless, it is evaluated as a symbolic example that can show LG Group's forward-looking attitude after the inauguration of Chairman Koo Kwang-mo. It is an analysis that the extreme competition and conflict as in the past are disappearing as the three generations of the two groups become heads.


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From: chessboard_andy4/27/2021 9:07:02 AM
1 Recommendation   of 26736
LG Display release overnight tonight.

The conference call starts at 16:30 KST which is 2:30 am CST. HERE is the LINK to the Conference Call.

The run-up to earnings continued through trading today in Korea where they touched a new 52 week high.

I honestly don't expect this conference call to be too interesting. It will certainly be full of good news about pricing and fab utilization rates. It will certainly not give any answers about whether Samsung has contracted to buy OLED panels.

Generally, commentary on CapEx tends to come out around the time of the Q2 earnings release in July. I am hopeful that they may comment on the timing of the additional 30K sheets of OLED capacity at Guangzhou that has been previously announced, but even that is likely to be non-committal.

I would personally love to hear a Q&A on the automotive industry potential for the POLED lines.

These calls are a pretty hard listen because of all the translating. There is typical evasiveness as to specifics in the name of "maintaining flexibility." I probably won't listen live unless insomnia kicks in.


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From: Dkjunior1434/27/2021 9:25:53 AM
   of 26736
Is the duration of this Visionox / UDC contract announced last week something that had been previously disclosed? I don’t seem to remember seeing that this was a 5 year in the press releases. Below is from

Visionox and UDC extend their long-term OLED supply and license agreements

Universal Display and Visionox announced that the companies extended their long-term OLED material supply and license agreements. The new agreement runs for five years - that's the only details of the new agreement that has been disclosed.

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