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To: slacker711 who wrote (26187)7/22/2021 7:51:38 AM
From: mirage2017
   of 26729
 
Seems close enough to me.

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From: Dkjunior1437/26/2021 8:22:31 AM
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Apple expects high demand for 'iPhone 13,' orders over 100 million A15 processors

Sources in the supply chain claim that Apple has increased its order with TSMC to make in excess of 100 million A15 processors for the forthcoming " iPhone 13."

By: WILLIAM GALLAGHER
JULY 26, 2021 6:02 AM EDT
appleinsider.com

Following previous reports that processor manufacturer TSMC has begun production of Apple's A15, a new claim says that the company has now increased its order. Reportedly, Apple had planned for up to 95 million A15 processors, but has now ordered in excess of 100 million.

According to cnBeta, sources in the supply chain say that this is partly because Apple expects high demand for the next iPhone. However, it's also said to be because the company needs to secure processors as the global chip shortage continues.

Consequently, Chinese technology blog cnBetasays (in translation) that Apple is making "every effort to prepare for production capacity." In other words, Apple doesn't want the number of produced "iPhone 13" devices to be limited by the shortage.

Separately, TSMC has already be said to be priotizing Apple and the car industry as the shortage continues. TSMC has also begun construction on a 5nm chip plant in Arizona.

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From: slacker7117/26/2021 2:54:41 PM
8 Recommendations   of 26729
 
Possible Gen 8.5 RGB OLED fabs for IT?

displaysupplychain.com

PUBLISHED JULY 26, 2021
Each quarter we interview the top 10-15 equipment suppliers on upcoming fab projects for our Quarterly Display Capex and Equipment Market Share Report. For the latest issue, we see growing consensus that a Korean manufacturer is preparing to issue orders in early 2022 for the world’s first G8.5 oxide TFT RGB OLED fab for IT markets which would use vertical FMM VTE equipment to deposit the OLED materials. We also hear that two other suppliers are also investigating G8.5 or ½ G8.5 OLED fabs for IT markets.

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From: I'manoledguy7/27/2021 10:15:07 AM
4 Recommendations   of 26729
 
Samsung Electronics Co., the world’s largest TV maker, will launch the much-anticipated QD-OLED TV in the first half of next year, while expanding its MicroLED TV lines to enhance its presence in the premium market.

According to industry sources on July 25, the South Korean tech giant is developing 55-inch and 65-inch quantum dot organic light emitting diode (QD-OLED) TVs for market launch in the first half of 2022.

Samsung could showcase its first-ever QD-OLED TVs during next year’s Consumer Electronics Show (CES) in January, according to the sources.

“Samsung is strengthening its premium strategy. Next year, it plans to unveil new QLED and QD-OLED TVs in the quantum dot category as well as MicroLED TVs in various sizes,” said an industry official.

QD-OLED TV panels will be supplied by Samsung Display Co., which began producing such panels late last year.

When launched, the QD-OLED TVs will be placed between its top-premium segment of MicroLED TVs and its flagship QLED lines.

The company will initially launch the 55-inch and 65-inch models, consumers' preferred sizes, and later unveil larger 70-inch QD-OLED TVs, according to industry officials.

QD-OLED is a hybrid design that combines the brightness and colors of quantum dot technology, found in Samsung’s existing flagship QLED TVs, with backlighting from self-emissive OLED panels.

According to Samsung, the QD-OLED TV can also come in a flexible form as it doesn’t need backlighting.

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From: Aleantarctic7/27/2021 11:51:19 AM
3 Recommendations   of 26729
 
AMOLED panels make significant headway in notebook, tablet segments

digitimes.com

.....

Global shipments of AMOLED panels for tablets are to reach 6.5 million units in 2021, with Samsung Display contributing 4.5 million and EDO accounting for the remainder of two million, according to Sigmaintell.

It added that global AMOLED tablet panel shipments are likely to close to 10 million units in 2022.

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From: Ravid.Ron7/27/2021 12:42:57 PM
4 Recommendations   of 26729
 
LG Display sets new record for OLED TV panel sales

It is estimated that LG Display sold 1.79 million OLED TV panels in the second quarter. This is a new record for quarterly sales. In the industry, it is evaluated that LG Display has succeeded in business model innovation. LG Display has been promoting “OLED trend” three years ago. It was meant to secure the territory of OLED panels in the TV panel market, which is one color of LCD (liquid crystal display).

According to market research firm Omdia on the 27th, LG Display's sales of OLED TV panels in the second quarter of this year were 1792,000 units, nearly three times higher than in the second quarter of last year (650,000 units). Compared to the first quarter (1.51 million units), about 20% more units were sold. As of the first half of the year, OLED TV panel sales were 3.3 million units, which is equivalent to the annual OLED TV panel sales in 2019.

The sharp increase in OLED TV panel sales is due to the impact of retaliatory consumption due to COVID-19. As people spend more time indoors, consumers are more concerned about picture quality and eye health. OLED TV panels have about 50% less blue light (blue light), which causes eye fatigue and sleep disturbance, than LCDs.

The narrowing of the price gap with OLED TV panels as LCD TV panel prices soared is also considered one of the reasons for the increase in OLED panel demand. According to Omdia, the price of a 55-inch (55-inch diagonal) LCD TV panel surged from $138 last year to $229 in the second quarter of this year. On the other hand, the price of the same size OLED TV panel fell from $533 to $490. This is the result of lowering unit cost through process innovation.

The securities industry expects LG Display's OLED TV panel sales, which stood at 3 trillion won last year, will surge to 5 trillion won this year and 7 trillion won next year. An industry official said, "The operating profit of the OLED TV panel division is also expected to turn to the black from the third quarter." He predicted that "annual surplus will be possible from next year at the latest."

..

news.naver.com

The market is shaking again.
I wish you all the best and hope you get good results.

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From: mirage20177/27/2021 1:10:45 PM
1 Recommendation   of 26729
 
Nothing but good news. Earnings should deliver.

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From: I'manoledguy7/27/2021 2:53:47 PM
1 Recommendation   of 26729
 
I suspect we will hear in the near future about
OLED Material Manufacturing Ltd and a Blue Host Material which of course will be for use with a new deep blue emitter.

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From: Dkjunior1437/27/2021 4:38:54 PM
1 Recommendation   of 26729
 
AAPL just reported and killed it ... waiting to see what the revenue breakdown is, but strong iPhone sales like account for a good portion of the 30 cent per share and about 8 billion in revenue beat.

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From: Dkjunior1437/27/2021 4:41:56 PM
2 Recommendations   of 26729
 
And here is more detail on AAPL earnings just now:

Apple beats sales expectations on iPhone, services, China strength4:30pm ET, 07/27/2021 - Reuters
By Stephen Nellis

July 27 (Reuters) - Apple Inc on Tuesday reported quarterly sales and profits that beat analyst expectations as consumers bought premium versions of its 5G iPhones and signed up for the company's subscription services.

Driven by better-than-expected iPhone sales, total revenue hit $81.43 billion, which was above analyst expectations of $73.30 billion, according to IBES data from Refinitiv. Earnings were $1.30 per share, above estimates of $1.01 per share, according to Refinitiv.

Apple's strongest sales growth came from China, where Chief Executive Tim Cook told Reuters that customers are buying up accessories such as the Apple Watch to pair with their iPhones. China sales grew 58% to $14.76 billion in the fiscal third quarter ended June 26.

"It wasn't just iPhone. We set a new quarterly record for Mac, for wearables, home and accessories, and for services" in China, Cook told Reuters in an interview. "It was our strongest geography."

Apple also appears so far to have avoided major hit from a global chip shortage.

The results come as investors who once worried that Apple was too dependent on sales of its signature computing device, the iPhone, have pushed the company's value to nearly $2.5 trillion, more than doubling in about three years.

Instead of a risk, those investors have now come to see the iPhone as the consistent center of a constellation of related purchases in the Apple ecosystem, from watches and wireless earbuds to apps and paid services.

Apple launched its iPhone 12 models, all of which can connect to faster 5G wireless networks thanks to chips from Qualcomm Inc, later than usual last year. Because that delay pushed some iPhone purchases that would normally happen in the company's fiscal first quarter into the second, executives had warned investors to expect a steeper drop in iPhone sales than usual in the third quarter as consumers start holding back on purchases in anticipation of a new generation of phones this fall.

But impetus to upgrade for 5G appeared to be driving a better buying cycle for iPhones than many analysts expected. Apple said iPhone sales were $39.57 billion, up nearly 50% (WOW!!!!) from a year earlier and above analyst expectations of $34 billion.

Cook told Reuters that Apple's iPhone 12 Pro and 12 Pro Max, the premium tier of the device, were strong sellers. That helped pushed gross margins to 43.3%, above estimates of 41.9%, according to Refinitiv.

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