| To: OLEDCLIMBER who wrote (26148) | 7/7/2021 11:53:33 AM | | From: A.J. Mullen | | | | 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'manoledguy | 7/8/2021 8:18:02 AM | | | | | | 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(http://thelec.net) |
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| To: OLEDCLIMBER who wrote (26148) | 7/8/2021 11:23:21 AM | | From: GeorgeBailey | | | | 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.
Thoughts? |
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| From: Ravid.Ron | 7/13/2021 6:48:36 AM | | | | | | 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: Dkjunior143 | 7/13/2021 6:59:36 AM | | | | | | 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: Dkjunior143 | 7/13/2021 9:32:50 PM | | | | | | 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: Dkjunior143 | 7/14/2021 6:51:02 AM | | | | | | 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: mirage2017 who wrote (26158) | 7/14/2021 8:26:02 AM | | From: Dkjunior143 | | | | | 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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