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   Technology StocksOLED Universal Display Corp

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From: I'manoledguy6/21/2021 8:52:12 AM
2 Recommendations   of 28476
LG Electronics will begin sales of its 83-inch OLED TV in South Korea.

Sales will also begin in the US this month, the company said on Monday.

The TV, model name 83C1, is LG’s largest 4K OLED TV yet.

Its largest OLED TV to date is 88-inch and supports 4K resolution.

LG offers 48, 55, 65, 77, 83 and 88 inch sizes for its OLED line-up. It offers 11 models in total for those with 70-inch or larger screen sizes.

83C1 will cost 10.9 million won in South Korea. The company said it will offer a million won cashback program for those who purchase the TV within June.

?? : THE ELEC, Korea Electronics Industry Media(

LG starts shipping the 83-inch OLED C1, for $5,999 in the US In 2021, LG Display started shipping a new 83-inch 4K OLED TV panel, and LG Electronics is now shipping the 83-inch OLED C1 in the US and Korea. The 83-inch C1 is now shipping $5,999. The 48-inch C1 model costs $1,399.

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From: Ravid.Ron6/21/2021 10:12:45 AM
1 Recommendation   of 28476
BOE news

PJT name : BOE Chongqing G6 AMOLED (FLEXIBLE) Production Line Project
Purchasers:Chongqing BOE Display Technology Co.,Ltd.
Bid Winner:Canon Tokki Corporation
FMM EV(Evaporation) System

On June 9th, Cannon tokki's EV System was selected as the final competitive bidder by BOE.

As far as I know, this is the first FMM EV System Announcement in 2021.

It seems BOE B12 plant bidding result.(need to check)

Note: I don't know the report source of above time schedule table.


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From: Dkjunior1436/21/2021 10:25:06 AM
2 Recommendations   of 28476
Pent-up demand could drive strong 'iPhone 13' cycle into 2022, analyst says

Ahead of the potential launch of the " iPhone 13" later in 2021, Wedbush believes there is still "massive" pent-up demand for new smartphones within Apple's customer base.

JUNE 21, 2021 10:02 AM EDT

In a note to investors seen by AppleInsider, Wedbush lead analyst Daniel Ives acknowledges that Apple shares have underperformed thus far in 2021. Ives attributes that to Wall Street being unconvinced about continued iPhone growth.

However, the analyst believes that current demand could point toward another strong cycle for Apple's upcoming 2021 iPhone models.

Recent Asia supply checks have put current iPhone builds between 130 million and 150 million, with the "iPhone 13" representing about 35% to 45% of those models. That gives Ives increased confidence that the next iPhone lineup is slated for debut in the third week of September.

Build numbers for the "iPhone 13" appear to be clocking in at around 90 million to 100 million units. Compared to the iPhone 12 lineup at 80 million units this time pre-launch, Ives says that represents a 20% year-over-year increase out of the gates.

"While this number will clearly move around over the coming months (chip shortage volatility adds to it), we believe this speaks to an increased confidence with Cook & Co. that this 5G driven product cycle will extend well into 2022 and should also benefit from a post vaccine consumer reopening environment," Ives writes.

As far "iPhone 13" specifications, the analyst predicts that the lineup will add a 1TB storage option and will include a number of LiDAR-related enhancements across the lineup.

Because about 250 million out of the current 975 million iPhone models have not yet been upgraded in the past three and a half years, Ives says that Apples current "robust consumer product cycle" will continue well into 2022.

However, Ives does admit that there appears to be a roughly $20-per-share "overhang" on Apple's stock because of antitrust scrutiny and government regulatory momentum. He cites other concerns like the Epic Games v. Appleverdict and the appointment of FTC head Lina Khan, who is an antitrust scholar.

Although the analyst thinks that the antitrust scrutiny represents a "headline risk" for Apple, he believes that the company and its App Storeremain very defendable.

Ives still believes that Apple remains a top tech stock to own as he expects the tech bull cycle to continue and a new iPhone lineup to drive a potential $3 trillion valuation by 2022.

He maintains his 12-month Apple price target, a sum-of-the-parts valuation based on Wedbush's 2022 estimates. It includes a 16x multiple applied to Services at $1.3 trillion and a 7x multiple applied to the rest of Apple's hardware ecosystem at $2.1 trillion.

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To: Dkjunior143 who wrote (26118)6/21/2021 10:38:57 AM
From: I'manoledguy
1 Recommendation   of 28476
The supply of AMOLED panels by Samsung Display (SDC) for production of Apple's next-generation iPhone devices slated for launch in the latter half of 2021 is unlikely to be affected by a strike reportedly to be taken by its workers starting June 21, according to sources from Taiwan's panel industry.

The strike is being scheduled after SDC's management and its labor union failed to reach an agreement on the salary increases planned for 2021 after repeated negotiations.

The labor union had asked for a 6.8% increase in salary, but the management had insisted on the 4.5% set by the previous labor-management consultation meeting.

However, the sources said it appears that only workers at SDC's LCD panel production lines may join the strike, and those who are working at the AMOLED lines will not be involved.

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To: Ravid.Ron who wrote (26113)6/21/2021 10:43:25 AM
From: A.J. Mullen
   of 28476
-Supply contract for 3 years from 2022 to 2024... Contract size expected to exceed 5 cents

What am I missing? Translation error?

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To: A.J. Mullen who wrote (26120)6/21/2021 11:06:27 AM
From: Ravid.Ron
1 Recommendation   of 28476
If the content is ridiculous, it can be regarded as a translation error.
If you look at the news content, you can see that 5 triliion won = 4.4 billion.

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To: Ravid.Ron who wrote (26121)6/21/2021 11:24:05 AM
From: A.J. Mullen
   of 28476
Thanks but the 5 trillion won referred to the value of the TV sets produced, not the value of the sheets. Although perhaps the royalty to UDC will depend in part on the wholesale of the televisions.

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From: I'manoledguy6/21/2021 11:58:47 AM
4 Recommendations   of 28476
LG patents a compact Rollable OLED TV with dual side rolling display


Jun 21, 2021

LG has just patented a new Rollable OLED TV, which features a side rolling screen. While the company has showcased rollable television in the past, this TV is unique thanks to its dual sided rolling mechanic on its screen.

According to a LetsGoDigital report, the South Korean tech giant was awarded a design patent by The Hague International Design System. This patent was titled ‘Television with rollable display.’ In its rolled up form, the television resembles a shape of an elongated speaker, which has rounded sides. The device houses the display on either side that can be pulled out. When pulled out, the display unfurls out from the two housing units.

The company has already showcased the LG Signature OLED TV R, which has its rollable display roll out from a base. But unlike this model, this rollable TV is more compact and has a triangular housing that extends horizontally rather than vertically. Looking at the design sketches from the rear, it can be observed that this display is supported by a T shaped frame. Unfortunately, finer details like the size of the screen and its resolution is currently unknown at the moment. Although, it does appear to have a 16:9 aspect ratio along with an OLED panel.

Notably, this design has the patented LG Rollable OLED TV resemble the TCL CSOT rollable TV, which was demonstrated in October 2020. As of right now, it is unknown if the company is actually working on such a TV or is just covering all bases. However, it does offer us a look at a futuristic and compact rollable TV that could even be portable.

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From: STA20156/21/2021 1:11:05 PM
3 Recommendations   of 28476

Feb 26 - PPG announces expansion ISO UDC in Ireland beginning in early 2022
April 1 - LG and UDC sign an extension to the current contract for 5 years - 2026
April 10 - first rumors about LG providing OLED screens to Samsung in 2021 and 2022
May 6 - UDC 1st qtr conference call - not raising yearly estimates despite beating 1st qtr estimates
June 26 - second rumors about LG providing OLED screens to Samsung in 2022-2024

I could also add PPG's expansions ISO UDC before Apple went with OLED screens but...

It is curious that PPG is expanding in Ireland beginning in 2021, that LG signed a five year extension with UDC through 2026 and that rumors started shortly after those two facts.

Competition in the LCD and OLED space is huge. Samsung, LG and eventually BOE will make up the primary OLED players. In order for UDC/PPG to continue to support these and other companies they have to anticipate demand and develop improved products and, in conjunction with PPG, increase the capability to meet future demand.
BUT, if UDC gives any hint of customers increasing demands then everyone starts rumors and digging deeper into why they are increasing production or raising guidance or... Confidentiality rules.

Just my opinion.

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To: Ravid.Ron who wrote (26114)6/21/2021 9:42:54 PM
From: Ravid.Ron
   of 28476
analyst report released

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