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   Technology StocksOLED Universal Display Corp


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From: FenTech7/9/2021 2:21:40 PM
1 Recommendation   of 27214
 
A tidbit of news - Benefits expected from rising demand for OLED panels for Silicon Works


Silicon Works: Still Attractive - Businesskorea

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From: Ravid.Ron7/13/2021 6:48:36 AM
   of 27214
 
BOE Performance

- BOE announced that net profit in the first half of 2021 is expected to increase by 1001% to 1018% compared to the previous year, from 12.5 billion won (2.21 trillion won) to 12.7 billion yuan (2.24 trillion won).

- Basic earnings per share are expected to be between 0.355 and 0.361 yuan.


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From: Dkjunior1437/13/2021 6:59:36 AM
1 Recommendation   of 27214
 
LG 32-inch UltraFine OLED Pro display could be arriving July 16, 27-inch in October

9to5mac.com

First unveiled at CES back in January, LG’s new high-end UltraFine displays are expected to arrive sometime this summer. Now a new product listing at BH Photo says that the 32-inch UltraFine OLED Pro display could arrive on July 16.

We heard this spring that these new UltraFine OLED displays from LG could be coming with premium price tags from $3,000 and up. And LG’s own product listing for the 32-inch model confirms a $3,999.99 price. However, the product is shown as “out of stock” with no release date.

However, we noticed BH Photo has new product listings for both the 27-inch and 32-inch UltraFine OLED Pro displays. Notably, the listing for the 32-inch model says “Expected availability: Jul 16, 2021.”

Interestingly, the BH Photo listing for the 27-inch version says a much later expected launch of October 11, 2021, with a price of $2,999.99.

We’ve reached out to LG for a comment on the launch dates that BH Photo has listed and will update this post if we hear back.

Best USB-C and Thunderbolt displays for Mac [New for June]LG’s product page also lists the new UltraFine OLED Pro specs that were shared earlier this year. Interestingly, these new high-end displays don’t include Thunderbolt connectivity like the 24- and 27-inch LG UltraFine displays that run $700 and $1,300, respectively.

27 and 31.5-inch OLED screen options3840 x 2160 4K resolution1,000,000:1 contrast ratio16:9 aspect ratioUSB-C with 90W pass-thru powerUp to 500 nits brightnessDolby HDR 400 True BlackSupports multiple HDR signals, including BT.2100 HDR TV broadcast standard and PQ / P3 PQ1 ms response time10-bit color depth2 x DisplayPort3 x USB1 x HDMI3.5mm audio portDCI P3 at 99%Adobe RGB 99%Anti-glare finishMSRP: $3,000 and $4,000Some may have concerns about how OLED will perform over time with large displays like these, time will tell if LG was able to figure out how to prevent issues like burn-in.

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From: Dkjunior1437/13/2021 9:32:50 PM
   of 27214
 
Q2 Earnings: August 5th after market close

Universal Display Corporation Announces Second Quarter 2021 Conference Call
4:15pm ET, 07/13/2021 - Business Wire

EWING, N.J.--(BUSINESS WIRE)--Jul. 13, 2021-- Universal Display Corporation (Nasdaq: OLED), enabling energy-efficient displays and lighting with its UniversalPHOLED® technology and materials, today announced its results for the second quarter, ended June 30, 2021, will be released on Thursday, August 5, 2021 after market close. At that time, a copy of the financial results release will be available on the Company’s website at cts.businesswire.com.

In conjunction with this release, Universal Display will host a conference call on Thursday, August 5, 2021 at 5:00 p.m. Eastern Time. The live webcast of the conference call can be accessed under the events page of the Company's Investor Relations website at ir.oled.com. Those wishing to participate in the live call should dial 1-877-524-8416 (toll-free) or 1-412-902-1028. Please dial in 5-10 minutes prior to the scheduled conference call time. An online archive of the webcast will be available within two hours of the conclusion of the call.4:15pm ET, 07/13/2021 - Business Wire
EWING, N.J.--(BUSINESS WIRE)--Jul. 13, 2021-- Universal Display Corporation (Nasdaq: OLED), enabling energy-efficient displays and lighting with its UniversalPHOLED® technology and materials, today announced its results for the second quarter, ended June 30, 2021, will be released on Thursday, August 5, 2021 after market close. At that time, a copy of the financial results release will be available on the Company’s website at cts.businesswire.com.

In conjunction with this release, Universal Display will host a conference call on Thursday, August 5, 2021 at 5:00 p.m. Eastern Time. The live webcast of the conference call can be accessed under the events page of the Company's Investor Relations website at ir.oled.com. Those wishing to participate in the live call should dial 1-877-524-8416 (toll-free) or 1-412-902-1028. Please dial in 5-10 minutes prior to the scheduled conference call time. An online archive of the webcast will be available within two hours of the conclusion of the call.

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From: Dkjunior1437/14/2021 6:51:02 AM
2 Recommendations   of 27214
 
Apple seeks up to 20% increase in new IPhone production for 2021 - Bloomberg News10:13pm ET, 07/13/2021 - Reuters
-- Source link: bloom.bg

ALSO

Apple Plans to Boost iPhone 13 Production to Reach 90 Million Units Before 2022

Urian B., Tech Times 14 July 2021, 03:07 am

Apple plans to boost its iPhone 13 production in order to reach 90 million units before the end of 2021. Ahead of Apple's expected launch for the company's next-generation iPhone this coming fall, a new report is claiming that the company is anticipating a full heavy demand for the brand new handset line.

Apple Plans to Produce 90 Million New Handsets in 2021The company has asked manufacturers to get ready to produce as much as 90 million new handsets this 2021. Citing sources that are familiar with Apple's plans, Bloomberg notes that Apple is expecting an increase in demand for its upcoming phones.

The report notes that Apple's order suggests that the company is now expecting a massive increase in demand as the world starts to emerge from its strict COVID-19 restrictions. With the demand for electronics increasing when the coronavirus came out, a new market demand could emerge with the world emerging from its COVID-19 restrictions as well.

Apple Numbers Suggest 75 Million iPhones Sold within Launch to End of the Year AppleInsider notes that according to the current market estimates, Apple already ships about 75 million iPhones between launch up to the end of the year. If the report really is accurate, the increase in orders would be accountable for a whopping 20% uptick year-over-year.

Aside from shipping volumes themselves, the report also rehashes a solid number of Apple iPhone 13 hardware rumors that were aired a few months ago by Ming-Chi Kuo, an Apple analyst, and a few other industry insiders.

The report notes that this year's new iPhone lineup, given the code name D16, D17, D63, as well as D64, will be borrowing a design that was introduced with the Apple iPhone 12 in 2020. Apple Leaks have also been giving buyers a potential peak at what the new features the iPhone 13 could include.

Apple New IGZO and LTPO TechnologyThis is albeit with a few other features as well. Apple is also planning to introduce its very first low-temperature polycrystalline oxide or LTPO iPhone display on maybe at least one of its models. This would then enable variable refresh rates that are capable of spanning the spectrum.

The high-efficiency indium gallium zinc oxide or IGZO technology is now expected to accompany the newer LTPO hardware. Apple, as of the moment, uses the LTPO solution in its Apple Watch in order to help facilitate the wearables' new always-on screen.

Apple Display UpgradesOther previous rumblings also pegged Apple to be leveraging the LTPO tech in two of its iPhones for 2021. Both of them could support Apple's visually-upgraded 120Hz ProMotion feature. Leaks suggest that the Apple iPhone 13 release date could be on September 2021.

As of the moment, there are already quite a number of expectations for the upcoming Apple iPhone 13 from camera capabilities to other features. As to whether or not they are official, the confirmation has to come from Apple itself. If the company is planning to sell 90 million new iPhones before the year ends, buyers can expect a wider availability of the model which these manufacturers are producing.

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To: Dkjunior143 who wrote (26159)7/14/2021 7:51:33 AM
From: mirage2017
1 Recommendation   of 27214
 
We have had nothing but good news since the Q1 report. I expect a beat and the guidance revision that should have been done after Q1.

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To: mirage2017 who wrote (26161)7/14/2021 8:26:02 AM
From: Dkjunior143
2 Recommendations   of 27214
 
I agree on the good news with the one potential exception being the uncertainty around chip supply and how that might affect product availability and therefore sales. I hope you're right on the Q2 beat and upward guidance revision... I think we are primed for a very positive market reaction if that occurs, at which point I expect to see copious quantities of dancing hamsters.

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To: mirage2017 who wrote (26161)7/14/2021 9:31:50 AM
From: RitzHuskie
   of 27214
 
If this doesn't happen there is definitely an issue with management.

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From: spectraldank7/14/2021 10:03:18 AM
   of 27214
 
Another fluffy article on blue light (no, not blue emitters)
yahoo.com

Doing This Before Bed Can Mess with Your Metabolism—and It Has Nothing to Do with Food
Karla Walsh; Reviewed by Victoria Seaver, M.S., RD
Tue, July 13, 2021, 5:43 PM·3 min read

We've covered the best bedtime snacks for metabolism along with the worst pre-bed bites. (And ICYMI, no, eating before bed won't automatically lead to weight gain!)

Another tip we often mention to make it easier to fall asleep? Shutting down our tech gadgets about 2 hours before bed. In addition to making it easier to turn in, this habit may also help our metabolism, according to new research published in the journal Scientific Reports. Extended exposure to blue light at night may trigger metabolic changes that, over time, lead to weight gain.

"Energy metabolism is an important physiological process that is altered by light exposure," senior author of the study, professor Kumpei Tokuyama, tells University of Tsukuba Research News. "We hypothesized that compared with LEDs [light-emitting diodes], OLED [organic light-emitting diode] exposure would have a reduced effect on sleep architecture and energy metabolism, similar to that of dim light." FYI: Sleep architecture refers to a normal sleep pattern.

LEDs have spiked in popularity in the past decade or so due to their energy savings— Energy.gov reports that ENERGY STAR-rated LEDs use 75% less energy and last 25 times longer than typical incandescent lights. In addition to bulbs, LEDs are now found in many flat-screen TVs, computer monitors, phone and tablet screens. It's also a strong source of blue light, a form of light wave between 380 to 500 nanometers, that's very high energy and tough for the retina to block, say UC Davis Health experts. As a result, it can lead to eye strain, alertness and potential vision challenges (with extended exposure over the lifespan).

Polychromatic white LEDs emit a large amount of blue light. In contrast, OLEDs emit polychromatic white light that contains less blue light. So professor Tokuyama and his team set out to organize a small study to examine the difference.

To do so, they exposed 10 male participants to LED, OLED or dim light for 4 hours before they slept in a metabolic chamber. As the men slept, the scientists measured core body temperature, energy expenditure, fat oxidation and the levels of a measure of melatonin (a hormone involved in sleep) called 6-sulfatoxymelatonin.

"The results confirmed part of our hypothesis," professor Tokuyama explains in the University of Tsukuba Research News study recap. "Although no effect on sleep architecture was observed, energy expenditure and core body temperature during sleep were significantly decreased after OLED exposure. Fat oxidation during sleep was significantly lower after exposure to LED compared with OLED."

Fat oxidation was also related with 6-sulfatoxymelatonin levels after exposure to OLED, which led the researchers to believe that the impact of melatonin on energy metabolism varies depending on the type of light exposure.

"Light exposure at night is related to fat oxidation and body temperature during sleep. Our findings suggest that specific types of light exposure may influence weight gain, along with other physiological changes," professor Tokuyama adds.

Daytime exposure appears to be less harmful to sleep quality and metabolism, based on current medical knowledge.

This research is in line with past studies on light exposure, sleep and metabolism and while larger-scale and more extended studies are needed to verify these results, this is certainly a solid reminder to step away from Netflix and endless Instagram scrolling and pick back up with our nighttime reading routine. (Which just so happens to be correlated with making healthier food choices and earning more money, too!)

And it's another nudge that those trendy blue light glasses might be more than a trend. Affordable specs like TIJN Blue Light-Blocking Glasses (buy it: $12.99, Amazon) can help protect the eyes from the most taxing forms of blue light.

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To: RitzHuskie who wrote (26163)7/14/2021 10:42:45 AM
From: mirage2017
1 Recommendation   of 27214
 
This is from Slackers post in early June. Slacker mentions the guidance comment at the end; to me its very telling.

IMO, Sid's most recent comments at the Cowen conference about blue are both revealing and incoherent. Unfortunately, there is no transcript, but it is the first few questions of the replay. The analyst did a good job of continuing to try and get answers on blue.

wsw.com

- This is the first time I have heard management acknowledge the idea that customers have better access to host materials to create emitter layers. He says that customers can get better results than UDC can get in their own labs.

- He continues to say that the emitter doesn't hit "commercial specs" today but if lifetime is the issue and the choice of hosts can make a >10x difference in lifetimes, then what does that mean? If Samsung finds a host that increases lifetime by 50x, would that still fail to hit the required lifetimes? 100x?

- The emissions peak is right around 460nm which has been the goal for years. Maybe that has changed? Sid stated that power efficiency is the least important of the three primary specs (lifetime, color, and efficiency).

Overall, he says that customers are all sampling blue and trying to optimize it for their own stacks but also says that customers are waiting for the emitter to hit commercial specs. I have trouble squaring that circle.

Also of note, he acknowledges how conservative the guidance is.

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