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   Technology StocksOLED Universal Display Corp


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To: jexzz who wrote (26133)6/28/2021 12:27:19 PM
From: jexzz
   of 27633
 
Just happened again, a big buy and spike. Friday’s - late day last minute - could have been an effort to do it in such a way as to not draw too much attention. Today’s chunk could be similar, though not as much - less intrusive. I recognize this is speculation but this is unusual activity,

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From: jexzz6/28/2021 12:38:18 PM
3 Recommendations   of 27633
 
Here’s the reason:
Jefferies reiterated Buy on LGD, June 25:

We maintain BUY on LGD and our TP of KRW37,000, as we expect all three OLED divisions (large, small-/mid-sized and automotive) to generate profits concurrently in 2H21, which would a first since the OLED business launched in 2013. Specifically, we expect: (1) large OLEDs to turn profitable in 3Q21 for the first time in eight years, driven by rising ASP and better shipments; (2) small-/mid-sized OLEDs to turn profitable on a full-year basis this year on increasing orders fueled by the rollout of a new iPhone in 2H21; and (3) automotive OLEDs to remain profitable given an order backlog of KRW10tn and increasing demand from Mercedes-Benz and Cadillac.

We forecast large-OLED capacity at the Guangzhou factory to expand by 50% in 2H21 (sheets per month: 60,000?90,000). Despite the resulting increase in cost, large OLEDs should turn profitable, as: (1) LGD has based the factory’s depreciation on 90,000-sheet capacity since operations began and (2) the cost structure should improve once capacity build-up is completed. Accordingly, we forecast large-OLED panel revenue to reach KRW7tn this year and nearly KRW10tn in 2022.
We forecast 2021 shipments of large OLED panels to surge 80% YoY to 8mn sheets and small-/mid-sized OLED panels 60% YoY to 50mn sheets...

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To: jexzz who wrote (26135)6/28/2021 3:12:07 PM
From: Aleantarctic
1 Recommendation   of 27633
 
IMO.. is just the beginning...



Apple starts pulling in component orders for new iPhones



https://www.digitimes.com/news/a20210628PD205.html?mod=2

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To: Aleantarctic who wrote (26137)6/28/2021 3:44:58 PM
From: Dkjunior143
1 Recommendation   of 27633
 
And several rumors around this:

appleinsider.com

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From: I'manoledguy6/30/2021 6:50:45 AM
6 Recommendations   of 27633
 

Apple to launch 2 OLED iPads in 2023


  • Gijong Lee
  • ?? 2021.06.30 19:06



  • First 10.9-inch OLED iPad to debut in 2022
    Image: Apple
    Apple will launch two new models of iPads that use OLED panels in 2023, TheElec has learned.

    Cupertino will launch its first ever OLED iPad in 2022. The tablet will sport a 10.86-inch OLED screen. Samsung Display will be the sole supplier of the OLED panels.

    The following year, in 2023, Apple is planning to launch an 11-inch OLED iPad and a 12.9-inch OLED iPad.

    There is a strong chance that the company will apply different OLED structures for the iPad launching next year and its successors in 2023.

    The 10.86-inch OLED iPad launching next year will use rigid OLED and thin-film encapsulation (TFE). TFE is a technology usually reserved for flexible OLED. It stacks organic material and inorganic material in alternatively in layers to protect the organic material from water and oxygen. Rigid OLED usually use glass substrates and glass encapsulation.

    Next year’s iPad will also use low-temperature polycrystalline silicon (LTPS) thin-film transistor (TFT) and red, green and blue emission layers. This is the same as the OLED structure Apple uses for its iPhones.

    For the iPads launching in 2023, Cupterino could use flexible OLED over rigid OLED. It could also change the TFT from LTPS to low-temperature polycrystalline oxide (LTPO). The RGB emission layer could also be the “tandem” structure where two layers of them are stacked together.

    Flexible OLED, which uses polyimide instead of glass for its substrate, is more expensive than rigid OLEDD but offers more design freedom for vendors and the bezels can be made thinner.

    Apple had used flexible OLED for its iPhones since the iPhone X debuted in 2018.

    The company is likely using rigid OLED first for the iPad as the larger 10-inch range OLED panel size means it will have a low yield rate during production compared to the smaller 6-inch OLED panels it sues for phones.

    LTPO TFT offers 120Hz refresh rate. Apple is planning to apply the technology first on its upper tier models for its upcoming iPhone series launching later this year.

    What technologies Cupertino plans to apply for its OLED iPads going forward will determine spending plans to Samsung Display and LG Display for their OLED production capacities.





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    From: I'manoledguy6/30/2021 1:58:41 PM
    2 Recommendations   of 27633
     
    OLED in China; pricing starts at 7,999 yuan ($1239)


    By
    Jeet
    -

    Jun 30, 2021








    After teasing it for several days, Xiaomi has now officially launched its latest laptop device in the market — Xiaomi Mi Notebook Pro X 15 OLED. The device has a starting price of 7,999 yuan and is now up for pre-orders in China.

    As the name itself indicates, the device features a 15.6-inch 3.5K E4 OLED full-screen display with narrow bezels and a 91 percent screen-to-body ratio. It is claimed to offer close to 0 nits of pure black screen, 1ms fast response rate, 1000000:1 high contrast ratio, 600 nits peak brightness, and 261ppi pixel density. It supports full DCI-P3 color gamut coverage and offers Gorilla Glass protection.



    The company adds that the product has passed the DisplayHDR 500 True Black high-standard certification and has also passed the TUV Rheinland hardware-level low blue light certification and SGS low blue light certification.

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    From: I'manoledguy7/1/2021 6:18:06 AM
       of 27633
     
    Samsung Electronics Co. said Thursday its latest flagship smartphone, the Galaxy S21 Ultra 5G, has won the best smartphone award at the world's largest mobile telecommunications expo.

    The high-end model of the Galaxy S21 series was honored at the Global Mobile Awards at Mobile World Congress 2021 in Barcelona on Wednesday (local time), the South Korean tech giant said.

    The Galaxy S21 Ultra 5G, which was launched in January, competed for the award with the Galaxy S20 FE 5G, Apple iPhone 12 Pro Max, OnePlus 9 Pro and Xiaomi Mi 11 Ultra.

    "The best Android smartphone Samsung has ever made with a great range of features, stunning AMOLED display, best-in-class cameras and more -- this phone delivers across the board and is a worthy winner of Best Smartphones in 2021," said the award's category judges as quoted by Samsung.

    The Galaxy S21 Ultra 5G, which comes with a 6.8-inch display, is the first device of the Galaxy S series to support the S-Pen stylus, which was previously used only for Galaxy Note phablets. It has a quad-rear camera setup, including a 108-megapixel wide camera and two telephoto lenses. (Yonhap)

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    From: I'manoledguy7/1/2021 9:50:42 AM
    5 Recommendations   of 27633
     
    Is a new Blue emitter Imminent? New host for a new blue?


    LG Chem aims to expand blue OLED layer supply to LG Display


  • Gijong Lee
  • 2021.07.01 22:02



  • LG Chem eyes blue host supply for WBE material set
    Chemical firm bought patents from Dupont in 2019 for the operation
    Image: LG Chem
    LG Chem is aiming to expand its supply of blue OLED emission layer to LG Display this year, TheElec has learned.

    LG Chem is hoping to supply the blue host for the WBE material set used by LG Display for their large-sized OLED panels.

    An OLED material set is comprised of an emission layer __ which admits the light __ and layers to transmit the electrons. The emission layer is comprised of a host and a dopant that emit the light and a prime to increase luminance efficiency. LG Display’s latest OLED material set, WBE, was first applied to its OLED panel production line at Guangzhou, China.

    LG Display is still using its older WBC material set at its E3 and E4 production liens at Paju, South Korea.

    The WB stands for white bottom: LG Display’s OLED uses white OLED and a bottom emission structure. The E or C behind WB refers to the material’s characteristics. WBE offers longer life span and higher color gamut than WBC.

    The WBE’s blue host has been called long-life blue emission layer by experts in South Korea.

    LG Chem began supplying blue host for WBC to LG Display for use at Paju. LG Display uses blue host mainly from Idemitsu Kosan of Japan for its Paju plant. LG Chem paid patent licensing fees to Idemitsu last year to supply the blue host to LG Display last year.

    LG Display, for its latest WBE material set, uses blue host from Dupont, Idemitsu Kosan and P&H Tech. P&H Tech produces Dupont’s blue host as an OEM.

    LG Display is planning to apply WBE to its E3 and E4 lines at a later date. E3 will likely start using WBE within the year and E4 by the first half of 2022. This expanded application of WBE is the reason why LG Chem is pushing to supply more blue host to LG Display.

    LG Chem had bought four US patents and 87 South Korean patents related to blue host from Dupont in 2019 to expand this operation.

    Solus Advanced Materials, which also makes OLED materials, last month began supplying the key layer in the hole transporting layer of OLED to LG Display for use at the E3 line at Paju.

    Meanwhile, LG Chem is currently also supplying the electron transporting layer, green host, yellow green host and red host to LG Display for use in WBC and WBE.




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    From: CentralParkRanger7/1/2021 12:55:57 PM
       of 27633
     
    Universal Display (OLED) sees Significant Insider Selling Continuing
    MT NEWSWIRES 12:50 PM ET 7/1/2021

    Symbol Last Price Change
    217.86 -4.47 (-2.0105%)
    QUOTES AS OF 12:51:16 PM ET 07/01/2021


    12:50 PM EDT, 07/01/2021 (MT Newswires) -- There was a substantial sale of shares of Universal Display(OLED) by an insider today, as disclosed in a form 4 document filed with the SEC. One insider -- Julia J Brown, Officer -- disposed of 22,007 shares in the company having a market value of approximately $4,951,575. There was one insider buy/sell transaction in the past 90 days prior to this transaction which resulted in the sale of 10,000 shares. Adding the most recent activity to this 90-day history indicates insider trades have been net sales of 32,007 shares and have averaged 16,004 shares per transaction over this time period.

    Insiders at Universal Display(OLED) have a higher number of buy/sell trades than the 15-peer company average over the last 90-day period. The Integrated Circuits peer group saw 18 buy/sell trades during this period for an average of 1.2 transactions per company. The number of shares per buy/sell trade for Universal Display(OLED) insiders was also higher. Within the peer group there were 0 shares purchased and 180,941 shares sold with company insiders disposing of 10,052 shares on average.

    In order to focus on significant insider buying and selling activity, all trading activity reported to the SEC that involves awards, options, exercise of derivative securities, company buy-backs, taxes, gifts, shares acquired via inheritance and tenders or exchange offers has been eliminated from data used to create and write this story.

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    To: CentralParkRanger who wrote (26143)7/1/2021 2:30:10 PM
    From: I'manoledguy
    2 Recommendations   of 27633
     
    Her work at UDC has made her a rich woman for sure.

    Somewhat of a misleading title by MT Newswires. They could just have well said she(insider) has been selling stock since 2011

    secform4.com

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