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   Technology StocksOLED Universal Display Corp


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From: Ravid.Ron7/20/2021 3:58:18 AM
8 Recommendations   of 26730
 
Apple confirms OLED installation in iPad... Samsung and LG review small and medium-sized OLED investment

As Apple decided to install organic light emitting diodes (OLEDs) in its new iPad, which is scheduled to be released next year, domestic display companies have started to review investment in OLED for information and communication (IT).

According to the display industry on the 20th, Samsung and LG Display are in the process of deliberation on investment to produce OLED panels for IT. It is considering investment in OLED evaporators, which are essential for panel production, and fine metal mask (FMM) tensioners.

It is known that Samsung Display is in discussions with Japan's Dainippon Printing (DNP) and Hims, a tensioner supplier, over the supply of FMM required for OLED production for IT. LG Display has also started contacting KPS, which makes OLED tensioners.

The reason why Samsung and LG Display started reviewing OLED investment for IT is because Apple decided to apply OLED to some models of iPads scheduled to be released next year. Apple is said to have signed a contract with both companies to supply OLEDs for iPads in May. Samsung and LG Display will begin placing orders for equipment from the second half of this year after undergoing their own investment deliberation.

biz.chosun.com

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From: Ravid.Ron7/21/2021 2:39:03 AM
6 Recommendations   of 26730
 
Samsung Display and LGD to invest in small and medium-sized OLEDs… Invested more than 7 trillion won in the second half

Samsung Display and LG Display will invest more than 7 trillion won in small and medium-sized organic light emitting diode (OLED) production lines in the second half of the year. This is to prepare for the increase in demand for small and medium-sized OLEDs, and attention is paid to the vitalization of downstream industries such as OLED 'materials, parts, and equipment' (minister manager).

According to the industry on the 21st, it was understood that Samsung Display plans to spend about 3 trillion won in the small and medium-sized OLED field and LG Display plans to spend 4 to 5 trillion won in the second half of the year. Samsung Display will spend 3 trillion won to build a thin film transistor (TFT) line Is expected.

Samsung Display converted the low-temperature polycrystalline silicon (LTPS)-TFT line at the A3 fab in Asan, Chungcheongnam-do to low-temperature polycrystalline oxide (LTPO) to respond to Apple's iPhone 13 (tentative name) to be released this fall. In the process, TFT production capacity was partially reduced, so it was decided to add an LTPO line.

The demand for LTPO is increasing because it can save energy with low-power TFT technology. According to the liquid crystal display (LCD) business reduction policy, the company plans to equip the 7-2 line space, which is currently being dismantled, with the LTPO-TFT process. Investments are expected to begin in earnest from August.

LG Display plans to invest 4 to 5 trillion won in small and medium-sized OLED panel manufacturing lines. Unlike Samsung Display, which invests only in TFT, LG Display is said to be considering investment in deposition lines.

Deposition refers to the operation of forming red (R), green (G), and blue (B) OLED materials on the TFT. It is a key process for making pixels in OLED panels, and requires more money to purchase expensive equipment such as evaporators. Since LG Display has small and medium-sized OLED lines in Paju, the possibility of expanding the Paju fab is predicted.

n.news.naver.com

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From: Ravid.Ron7/21/2021 3:11:10 AM
6 Recommendations   of 26730
 
LG Display to resume investment in E6-3 for 'Apple' next month

LG Display will resume investment in the organic light emitting diode (OLED) production line for Apple as early as next month. It has been three years and eight months since the investment postponed in 2017. The investment is expected to exceed KRW 1 trillion.

According to the industry on the 21st, it was understood that LG Display plans to place an order for equipment for the E6-3 line in Paju, Gyeonggi Province, in the third quarter. The E6-3 line is the third phase of the E6 line investment. Here, the 6th generation (1500x1850mm) flexible OLED panel for Apple is made.

The E6-3 production capacity is 15,000 (15K) sheets per month based on the input of 6th-generation glass discs. It is the same as the existing E6-1 and E6-2. If LG Display starts mass production up to E6-3, iPhone OLED panel production can be increased by 50% more than before.

E6-3 investment is expected to exceed KRW 1 trillion. It takes about 2 trillion won to build one 6th generation flexible OLED line with a monthly capacity of 15K. However, the factory site has already been secured, and the organic material deposition equipment and encapsulant (encapsulation technology that protects organic matter from moisture and oxygen) equipment of Japan's Canon Toki are also brought into E6-3, so it is expected to cost slightly more than 1 trillion won.

Several industry insiders said, "LG Display will issue a PO (Purchase Order) for all process equipment next month." The entire process of OLED panel production refers to thin film transistor (TFT), deposition, and encapsulation processes. Orders for post-process equipment such as cells and modules are also expected to follow.

The reason LG Display resumes its E6-3 investment after three years and eight months is the judgment that it should not delay its investment any longer.

thelec.kr

Investment articles are pouring in in earnest.
Good luck...

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From: qddb7/21/2021 11:51:05 AM
1 Recommendation   of 26730
 
Lumpiness is spreading

Wonder if Sid / Steve will get personal royalties from NFLX? This made me chuckle.

"Netflix said the pandemic had created what it called “lumpiness” in its membership growth, referring to higher growth last year and slower growth this year. The company said it has 209.2 million subscribers world-wide. Shares were flat in after-hours trading."

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From: I'manoledguy7/21/2021 12:11:03 PM
1 Recommendation   of 26730
 
A possible new use for OVJP. Some striking similarities to printing Oled's. Pure conjecture on my part---
"an opinion or conclusion formed on the basis of incomplete information"

techxplore.com

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From: Ravid.Ron7/22/2021 12:30:58 AM
2 Recommendations   of 26730
 
Merck to supply LG Display POLED material for the first time... iPhone 13 input

German Merck expands business area. Following LG Display's large organic light emitting diode (OLED) materials, it also supplies small and medium-sized related products.

On the 22nd, Merck announced that it had started mass production of plastic OLED (POLED) hole transport layer (HTL) materials to be supplied to LG Display at the production facility of Poseung Industrial Complex in Pyeongtaek, Gyeonggi Province. It will be used in the ‘iPhone 13’ series to be released by Apple in the second half of the year.

In the meantime, Merck has been manufacturing HTL for large OLED panels of LG Display. HTL is one of the common layers that smoothly transport holes generated between electrodes on a glass substrate or a flexible film substrate in OLED. It is also used as an electron blocking layer (EBL), which prevents penetration of the light emitting layer into the electron transport layer. As a result, it contributes to improving panel efficiency and lifespan.

With this transaction, Merck entered the mobile market. In the case of LG Display, POLED mass production began in earnest when it entered Apple's supply chain in 2019. Large OLEDs are glass-based.

According to market research firm DSCC, the number of flexible (flexible) OLED panels shipped by LG Display last year was 31.7 million units. This is a threefold increase compared to 2019 (9.7 million units). This year, the number is estimated at 52.7 million.

news.naver.com

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From: Ravid.Ron7/22/2021 4:21:44 AM
3 Recommendations   of 26730
 
Apple to likely overtake Samsung in OLED smartphone shipment this year


Apple used more OLED panels in its smartphones compared to Samsung in the first half of the year, data from UBI Research showed.

It is highly like that Cupertino will overtake its South Korean rival in OLED smartphone shipment this year due to the upcoming launch of iPhone 13.

Out of the total smartphone OLED panel shipment in the first half of the year, between 60 million units to 64 million units were used by Apple, UBI Research said.

By comparison, around 55 million units to 56 million units were used by Samsung.

The iPhone maker also only uses the relatively more expensive flexible OLED panels, while the South Korean tech giant uses both flexible and rigid OLED panels. Rigid OLED panels are usually used in mid to low-end smartphones.

Out of Samsung’s total OLED use, 13 million units to 14 million units were flexible OLED panels, while 42 million units were rigid OLED panels, the research firm noted.

Panel shipment usually exceeds that of the smartphone that uses them by 10%.

This is because smartphone vendor order more than their target production volume as defects can occur during assembly and they need spare parts for repair.

Apple procures its OLED panels from both Samsung Display and LG Display, while Samsung only uses them from Samsung Display.

According to Counterpoint Research, Apple sold over 100 million units of iPhone 12 series after only seven months since they were released.

Cupertino also released no new phones in the first half of 2021. During the same time period, Samsung launched its Galaxy S21 series and new models in its Galaxy A series.


http://www.thelec.net/news/articleView.html?idxno=3114



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From: Another John7/22/2021 5:04:22 AM
2 Recommendations   of 26730
 
OLED Material Manufacturing Ltd. (OM2) and PPG (NYSE: PPG) today announced that they are embarking on a multi-million-euro capital investment that is expected to create up to 100 high-tech jobs at a new Shannon manufacturing site.


https://www.businesswire.com/news/home/20210722005238/en/


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To: Another John who wrote (26186)7/22/2021 7:46:54 AM
From: slacker711
1 Recommendation   of 26730
 
I'm not sure what happened but the original timeline for Ireland was operations starting in "early 2022".

businesswire.com

OLED Material Manufacturing, PPG Announce Multi-Million-Euro Investment, up to 100 New Jobs in Shannon
OLED Material Manufacturing Ltd. (OM2) and PPG (NYSE: PPG) today announced that they are embarking on a multi-million-euro capital investment that is expected to create up to 100 high-tech jobs at a new Shannon manufacturing site. Pictured at Government Buildings are (L-R) An Tánaiste and Minister for Enterprise, Trade and Employment, Leo Varadkar TD; Martin Shanahan, CEO, IDA Ireland; Austin McCabe, Director, OLED Material Manufacturing Limited; and Gerry Cahill, PPG Plant Manager, Shannon. Photo: Maxwell Photography.

OLED Material Manufacturing Ltd. (OM2) and PPG (NYSE: PPG) today announced that they are embarking on a multi-million-euro capital investment that is expected to create up to 100 high-tech jobs at a new Shannon manufacturing site. Pictured at Government Buildings are (L-R) An Tánaiste and Minister for Enterprise, Trade and Employment, Leo Varadkar TD; Martin Shanahan, CEO, IDA Ireland; Austin McCabe, Director, OLED Material Manufacturing Limited; and Gerry Cahill, PPG Plant Manager, Shannon. Photo: Maxwell Photography.

OLED Material Manufacturing Ltd. (OM2) and PPG (NYSE: PPG) today announced that they are embarking on a multi-million-euro capital investment that is expected to create up to 100 high-tech jobs at a new Shannon manufacturing site. Pictured at Government Buildings are (L-R) An Tánaiste and Minister for Enterprise, Trade and Employment, Leo Varadkar TD; Martin Shanahan, CEO, IDA Ireland; Austin McCabe, Director, OLED Material Manufacturing Limited; and Gerry Cahill, PPG Plant Manager, Shannon. Photo: Maxwell Photography.

UniversalPHOLED energy-efficient materials invented and developed by Universal Display Corporation and produced by exclusive manufacturing partner PPG. (Photo: Business Wire)




July 22, 2021 04:30 AM Eastern Daylight Time
SHANNON, Ireland--(BUSINESS WIRE)--Universal Display Corporation (Nasdaq: OLED) and PPG (NYSE: PPG) today announced that OLED Material Manufacturing Ltd. (OM2) and PPG are embarking on a multi-million-euro capital investment that is expected to create up to 100 high-tech jobs at a new Shannon manufacturing site. The facility, which was announced in February 2021, will broaden the global footprint and increase the production of Universal Display Corporation’s (UDC) energy-efficient, high-performing UniversalPHOLED® materials to meet growing organic light emitting diode (OLED) market demand and evolving industry requirements.

The announcement was welcomed by Tánaiste and Minister for Enterprise, Trade and Employment, Leo Varadkar TD, who said, “This major announcement by OLED Material Manufacturing and PPG is a welcome boost to the Mid-West region. It will make a significant contribution to Shannon and the Irish economy in terms of job creation, investment and innovation. Technology is one of the fastest-growing sectors here in Ireland and globally, and I wish the team continued success.”

Austin McCabe, Director, OLED Material Manufacturing Limited, said, “Our manufacturing expansion in Ireland allows UDC to strengthen its mission, which centers on enabling our customers and fostering the proliferation of energy-efficient OLED display and lighting applications in the consumer landscape. Leveraging UDC Ireland’s presence, the site’s infrastructure and the Mid-West region’s top-level talent, we are excited about the new Shannon facility. Together with our long-term partner, PPG, this multi-million-euro investment will expand the global manufacturing footprint for UDC’s proprietary state-of-the-art phosphorescent emissive materials to meet the substantial growth forecasted for the OLED market.”

Gerry Cahill, PPG Plant Manager, Shannon, said, “This project will bring a broad spectrum of jobs, a large number of which are highly skilled, to the Mid-West region. PPG has been producing high-performance OLED materials for UDC for the past 20 years. The expansion into Ireland with the addition of the Shannon facility shows confidence in not only the UDC-PPG partnership but also in Ireland as a place in which to invest and do business. In this regard, we are thankful for the support of the Irish Government through IDA Ireland.”

Martin Shanahan, CEO, IDA Ireland, said, “This decision by OLED Material Manufacturing and PPG to invest in Shannon demonstrates the companies’ confidence in the availability of a skilled and talented workforce in the Mid-West Region. This announcement is further evidence of IDA Ireland’s continued commitment to winning jobs and investment for regional locations. I wish OLED Material Manufacturing and PPG every success as they progress with their manufacturing site in Shannon.”

PPG is the longstanding partner and exclusive manufacturer of UDC’s UniversalPHOLED emitter materials. OLED Material Manufacturing Limited is a wholly-owned subsidiary of UDC Ireland Ltd., which is a subsidiary of UDC. Facility renovations and regulatory approvals at the Shannon site are expected to be completed in the next 12 months so that operations can commence in 2022.

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To: slacker711 who wrote (26187)7/22/2021 7:51:38 AM
From: mirage2017
   of 26730
 
Seems close enough to me.

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