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   Technology StocksOLED Universal Display Corp

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From: Ravid.Ron4/25/2021 12:11:35 PM
3 Recommendations   of 27626
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 27626

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 27626
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 (25911)4/26/2021 11:23:00 AM
From: slacker711
3 Recommendations   of 27626
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 27626

“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 27626
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 27626
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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To: Dkjunior143 who wrote (25915)4/27/2021 11:46:29 AM
From: Dkjunior143
   of 27626
I am replying to my earlier post to apologize for not spending 30 seconds to go back and look at the news release on April 22nd that clearly states that this UDC / Visionox agreement is 5 years in duration. My old eyes clearly missed this. Sorry to spam with my earlier silly question... and now with this follow-up mea culpa post.

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From: Dkjunior1434/28/2021 7:54:17 AM
   of 27626
UPDATE 2-LG Display posts strong Q1 profit on panel price boost
4:33am ET, 04/28/2021 - Reuters
(Adds LG Display statement, paragraphs 6,7)

By Heekyong Yang and Joyce Lee

SEOUL, April 28 (Reuters) - South Korea's LG Display Co Ltd on Wednesday swung to a profit for the January-March quarter, its third consecutive quarterly profit, helped by rising panel prices driven by TV and laptop demand as people stayed at home.

However, but a shortage of semiconductors threatens production for the months ahead, analysts said.

The display maker that supplies Apple Inc reported an operating profit of 523 billion won ($469.76 million) for the first quarter compared with an operating loss of 362 billion won in the same period a year earlier.

That topped the 443 billion won expected by analysts, Refinitiv SmartEstimate data showed.

Revenue rose 46% to 6.9 trillion won, LG Display said in a regulatory filing.

"The demand for large-size displays such as TVs and IT products remained strong in the first quarter thanks in large part to the recent stay-at-home trend, although the first quarter typically tends to be a slow season," LG said in a statement.

LG added that panels for IT devices accounted for 40% of its revenue in the first quarter, panels for TVs accounted for 31%, and mobile and other devices for 29%.

Prices of LG Display's mainstay, 55-inch liquid crystal display (LCD) panels for TV sets, jumped nearly 80% from a year earlier, according to data from WitsView, part of research provider TrendForce.

While panel prices are expected to stay strong backed by robust demand, analysts said a shortage of semiconductor parts, especially display driver integrated circuits (DDI) used for LG's plastic organic light emitting diode (POLED) panels supplied for Apple's iPhones, had been affected in the first quarter.

The shortage of DDIs is likely to continue in the second quarter, they said. ($1 = 1,113.3300 won) (Reporting by Heekyong Yang and Joyce Lee, editing by Louise Heavens and Jason Neely)

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From: Dkjunior1434/28/2021 7:55:16 AM
1 Recommendation   of 27626
Universal Display Corp: Berenberg raises target price to $192 from $168
6:18am ET, 04/28/2021 - Reuters

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