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From: I'manoledguy7/5/2021 3:14:40 AM
2 Recommendations   of 27798
Biomedicines, batteries and OLEDs key export drivers

By Korea Herald
Published : Jul 4, 2021 - 17:31


Biomedicines, batteries and OLED panels are rising as key drivers of exports in South Korea, which Seoul officials see as a hopeful sign of the economy becoming more resilient and future-oriented.

According to the Ministry of Trade, Infrastructure and Energy on Sunday, the first half of 2021 reinforced a continuing trend of seven product categories, identified by the government as new growth items, making bigger contributions to the country’s total exports.

The seven are bio and health products, secondary batteries, agricultural products, cosmetics, systems-on-chip, electric vehicles and organic light-emitting diodes.

The total value of overseas shipments of these items was tallied at $47.7 billion during the January-June period, up 29.9 percent from a year earlier.

Compared to the first half of 2016, when the figure stood at $23.9 billion, it nearly doubled.

The share that the six items take up in total exports has also increased over the years. It reached 15.8 percent in the first half of this year, from 9.9 percent five years ago.

By category, biomedicines, battery cells, cosmetics and agricultural products set the best first-half records this year.

Over $7.6 billion in biomedicines were shipped during the six months, up 27.7 percent on-year, boosted by strong demand for COVID-19 diagnostic kits and biosimilar drugs from local pharmaceuticals.

Batteries’ shipments registered a 24.1 percent gain, driven by exponential growth in US sales. The US-bound shipment soared by a whopping 238.5 percent.

Outbound shipments of systems-on-chip, electric vehicles and OLED products reached their highest levels in five years, the data showed.

The Trade Ministry noted that the rise of new export items came while traditional items cemented their global market positions. “This shows our export portfolio is evolving in line with the future directions of the global markets,” a ministry official explained.

Korea’s economy has for decades relied heavily on the overseas sale of chips, cars and electric gadgets to grow.

The country’s total exports during the six-month period marked $303.24 billion, which was the best first-half performance ever recorded. The top five contributors were chips, general machinery, ships and cars, including electric vehicles, and steel products.

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From: Dkjunior1437/6/2021 9:13:29 AM
3 Recommendations   of 27798
Nintendo Switch OLED model will go on sale on October 8th for $350

Nintendo’s new Switch is official

By Tom Warren and Richard Lawler | July 6, 2021 9:08 am

Nintendo is announcing a new Switch model today with a larger 7-inch 720P OLED display. This new model uses an upgraded chip from Nvidia, allowing the handheld to output at 4K when connected to a TV. The Switch (OLED model) will go on sale for $350 starting on October 8th.

This updated Switch has been rumored heavily in recent months, and Nintendo has chosen to reveal it after the company’s E3 show that focused exclusively on new Switch games. Reports had suggested this new Switch would appear before E3 began earlier this month.

The new Switch arrives nearly two years after Nintendo’s Switch Lite, a smaller and cheaper version of the Switch that you can’t hook up to a TV. The Switch Lite debuted at $199 in September 2019.

Nintendo’s Switch has sold incredibly well, with the console dominating US sales charts for nearly two years straight. Switch lifetime sales are at 84.59 million units shipped since its launch in 2017, a figure that is getting closer to the Wii console’s 101.63 million lifetime sales mark. This updated Switch model is bound to only help push sales even closer to the Wii.

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From: OLEDCLIMBER7/7/2021 7:19:07 AM
   of 27798
Chip shortage to hit TV and smartphone OLED displays

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From: I'manoledguy7/7/2021 11:20:32 AM
3 Recommendations   of 27798
Its home entertainment unit, which manages its television business, was expected to report a quarterly operating profit of between 250 billion won and 300 billion won. Despite TV makers struggles hit by the rise in prices for LCDs, which take up at least 40 percent of the price in a TV unit, LG is expected to have been benefited from its gradual shift toward OLED TVs.

"Despite the difficult business environment caused by rising LCD prices, an increase in OLED TV sales helped LG report visible profitability. LG is estimated to have sold 943,000 OLED TVs during the latest quarter, up 198 percent year-on-year, and the accumulated amount of OLED TV sales for the first six months of this year also increased by 154 percent, year-on-year," said Roh Kyoung-tak, an analyst at Eugene Investment & Securities.

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To: OLEDCLIMBER who wrote (26148)7/7/2021 11:53:33 AM
From: A.J. Mullen
1 Recommendation   of 27798
Thanks for posting that. The article states companies are stockpiling. The pandemic struck a blow against just-in-time manufacturing as managers discovered resiliency had value that wasn't always evident in quarterly margins.

The concern that fabs will switch production from mid-value display chips to producing the highest value most complex chips in pursuit of higher margins is simplistic. The fab would have to be gutted and rebuilt costing time and massive investment. My guess is any shortage of display chips reflects increased demand rather than redirection of production. But a shortage is a shortage. How easy is it to increase production, particularly when there's a shortage of chips that give higher margins?

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From: I'manoledguy7/8/2021 8:18:02 AM
5 Recommendations   of 27798
Samsung Display has increased its shipment target for notebook OLED panels this year.

The company originally aimed to ship over four million units but increased this to between 5.5 million to six million units, people familiar with the matter said.

This is 40% to 50% higher than its initial target.

The company is seeing higher than expected demand for its notebook OLED panels from high demand for laptops due to the pandemic.

Samsung Display’s largest customer for the panels is Taiwan’s Asus.

The display panel maker is aiming to supply the Taiwanese notebook brand with 1.5 million units of OLED panels.

It is planning to supply a million units to Samsung Electronics; between 500,000 units to 600,000 units to HP. It is hoping to supply Lenovo, Dell and Xiaomi each with between 400,000 units to 500,000 units.

Asus is leading the gaming notebook market. OLED’s strengths such as wider color gamut, contrast ration and fast response time can appeal to this market.

Lenovo, HP and Dell, though they have larger shares than Asus, are more focused on mid-tier offerings that don’t require high specification panels.

Meanwhile, Samsung Electronics is aiming to ship a million units of its Galaxy Book Pro series of notebooks, which use OLED panels. People familiar with the matter said the tech giant is aiming to ship even more notebooks in 2022.

According to UBI Research, 1.1 million units of notebook OLED panels were shipped in the first quarter this year, exceeding the total annual shipment of 800,000 units in 2020.

Samsung Display will likely decide on whether it will expand its IT OLED panel production line depending on how well Asus and Samsung Electronics sell their respective OLED notebooks.

Samsung Display is currently manufacturing notebook OLED panels at its A2 line, which manufactures rigid OLED panels.

The display panel maker is planning to offer up to 10 sizes ranging from 13.3-inch to 16-inch. Last year, the company offered five different sizes.

According to Strategy Analytics, last year, Lenovo shipped 54.9 million units of notebooks for a market share of 24.2%. This was followed by HP’s 52.2 million units for 23% market share and Dell’s 35.4 million units for 15.6% market share. Apple shipped 19.7 million notebooks for a share of 8.7%. Acer moved 16.5 million units for 7.3% share.

?? : THE ELEC, Korea Electronics Industry Media(

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To: OLEDCLIMBER who wrote (26148)7/8/2021 11:23:21 AM
From: GeorgeBailey
   of 27798
Hello all- yes one of the best boards for solid info ever- thank you Mr. Moderator. Anyhow I’ve been in this stock for several years and I know others here are same. I promised myself I’d keep half my original position for blue. Perhaps this is the year.
I’ve changed my thinking and looking to increase my position at this time. I love how Oled is in more devices than ever and I think only one contract with LG was renewed early. As a side, I think LG’s renewal had more to do with qualifying for Apple etal, more so than blue.
If anyone can take this Q I’d love to hear some thoughts on the following-
Does anyone have a good feel for how chip shortages will impact OLED next 6 months?
I understand chip suppliers for mobile devices have contractual obligations(priority supply allocations) to avoid component shortages so any chip shortage may not reach oled devices.
I speculate that any chip shortages will have only a marginal or no impact on OLED’s top line.
Btw, I like the stock price foundation being built in the 215 neighborhood but don’t like the macro picture with inflation.

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From: FenTech7/9/2021 2:21:40 PM
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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 27798
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
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LG 32-inch UltraFine OLED Pro display could be arriving July 16, 27-inch in October

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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