SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Technology StocksOLED Universal Display Corp


Previous 10 Next 10 
From: I'manoledguy7/27/2021 10:15:07 AM
4 Recommendations   of 26728
 
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.

Share RecommendKeepReplyMark as Last Read


From: Aleantarctic7/27/2021 11:51:19 AM
3 Recommendations   of 26728
 
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.

Share RecommendKeepReplyMark as Last Read


From: Ravid.Ron7/27/2021 12:42:57 PM
4 Recommendations   of 26728
 
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.

Share RecommendKeepReplyMark as Last Read


From: mirage20177/27/2021 1:10:45 PM
1 Recommendation   of 26728
 
Nothing but good news. Earnings should deliver.

Share RecommendKeepReplyMark as Last Read


From: I'manoledguy7/27/2021 2:53:47 PM
1 Recommendation   of 26728
 
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.

Share RecommendKeepReplyMark as Last Read


From: Dkjunior1437/27/2021 4:38:54 PM
1 Recommendation   of 26728
 
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.

Share RecommendKeepReplyMark as Last Read


From: Dkjunior1437/27/2021 4:41:56 PM
2 Recommendations   of 26728
 
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.

Share RecommendKeepReplyMark as Last Read


From: thelurker7/27/2021 8:43:45 PM
2 Recommendations   of 26728
 
AMOLED panels make significant headway in notebook, tablet segments
Propelled by the relentless efforts of Korean and Chinese panels makers, the application of the AMOLED panels has made significant headway in the tablet and notebook sector since 2021.
In addition to smartphones, Samsung Display has been trying to expand the application of AMOLED panels to tablets and notebooks. It had made little progress in the past 5 years, but recently, the outlook turned positive as consumers became more sensitive on pricing.

The adoption of AMOLED panels in the tablet sector has begun to accelerate since 2020. Samsung Electronics, Lenovo and Oppo, all launched the related models featuring high-resolution AMOLED displays.

Additionally, Huawei's Mate Pad Pro, launched in June 2021, also features a 12.6-inch AMOLED screen with a resolution of 2,560 by 1,600 pixels. China-based Everdisplay Optronics (EDO) supplies the AMOLED displays for the Mate Pad Pro.

Meanwhile, Samsung Display plans to release over 10 models of notebook panels in 2021, compared with the five ones launched a year earlier, as other brand vendors, including Lenovo and Xiaomi, have begun to roll out 13.3- and 15.6-inch notebooks with AMOLED displays said the sources.

Xiaomi's AMOLED-based Mi Pro 15 notebooks, launched in the first quarter of 2021, brought down the prices of AMOLED notebooks to the CNY6,000 (US$900) segment; it propelled Asustek to roll out its VivoBook Pro 14 with more aggressive pricing, ranging from CNY4,999 to 5,499.

Along with the expanding availability of AMOLED notebooks, Omdia has forecast that global AMOLED notebook panel shipments are likely to reach 5.112 million units in 2021, up from 980,000 units shipped a year earlier.

China-based Sigmaintell Consulting is even more upbeat about the shipment prospects of AMOLED notebook panels. It expects AMOLED notebook panels worldwide to top seven million units in 2022, with Samsung Display alone accounting for five million units.

The consulting firm also expects such shipments to reach over 15 million units in 2023, with a market penetration rate of 7%.

Currently, LG Display is offering 13.4-inch AMOLED panels to Lenovo, while EDO focuses on producing 15.6-inch models, indicated the sources, adding that BOE Technology and Sharp may also begin shipping their AMOLED notebook panels in 2022.

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.

Share RecommendKeepReplyMark as Last Read


From: Dkjunior1437/27/2021 9:36:21 PM
1 Recommendation   of 26728
 
We will see how the upcoming UDC conference call goes and how the below commentary from AAPL Management regarding chip shortages affects UDC's guidance. I think Q2 2021 will prove to have been a strong quarter for UDC, but worry about lackluster (cautious) forward guidance resulting in a negative offset to the positive revenue and earnings results.

------------------------------------------------------------------------

UPDATE 5-Apple says chip shortage reaches iPhone, growth forecast slows7:52pm ET, 07/27/2021 - Reuters
(Adds analyst comments)

By Stephen Nellis

July 27 (Reuters) - Apple Inc said on Tuesday that a global chip shortage that has bit into its ability to sell Macs and iPads will start to affect iPhone production and forecasted slowing revenue growth, sending its shares lower.

Apple executives said revenue for the current fiscal fourth quarter will grow by double-digits but be below the 36.4% growth rate in the just-ended third quarter. Growth will also slow in Apple's closely watched services business, they said.

In a conference call with investors, Apple executives also said that while the impact of the chip shortage was less severe than feared in the third quarter, it will get worse in the fourth, extending to iPhone production.

Shares of Apple, whose valuation has more than doubled in about three years to nearly $2.5 trillion, were down 1.7% to $144.24 in after-hours trading after the call.

Earlier in the day, Apple reported third-quarter sales and profits that beat analyst expectations as consumers bought premium versions of its 5G iPhones and signed up for its subscription services. China sales grew 58% to $14.76 billion in the quarter, which ended June 26.

Driven by the better-than-expected iPhone sales, total revenue hit $81.43 billion, above analyst expectations of $73.30 billion, according to IBES data from Refinitiv. Apple's profits were $21.74 billion, or $1.30 per share, above estimates of $1.01 per share, according to Refinitiv.

During the investor call, Chief Executive Tim Cook said that chips affected by the shortages are made with older technology but are still needed as supporting parts to make the company's flagship device, the iPhone.

"We do have some shortages," Cook said, "where the demand has been so great and so beyond our own expectation that it's difficult to get the entire set of parts within the lead times that we try to get those."

Cook declined to predict whether the shortages would last into Apple's fiscal first quarter, when it typically sees its biggest iPhone sales. Angelo Zino, an analyst with research firm CFRA, said Apple could be stockpiling chips for its next generation of phones to the detriment of current models.

"Apple will want as many chips as it can get its hands on," Zino said. "But when you couple that with the existing supply constraints, Apple is likely going to have a more difficult time meeting demand this year."

Apple had told investors last quarter that the chip shortage could hold back sales by $3 billion to $4 billion.

In an interview on Tuesday, Cook told Reuters that the hit to overall revenue in the third quarter was "lower than the low end" of its previously forecasted range.

CHINA, 5G

Apple's strongest sales growth came from China, where Cook told Reuters that customers are buying up accessories such as the Apple Watch to pair with their iPhones.

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

Upgrading 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% 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.

On the conference call, he said 5G adoption is in its early stages of deployment in many countries around the world. Some analysts wondered whether that means the boom in 5G iPhone sales won't last - consumers may buy a phone ahead of time and keep it until the service rolls out. Other analysts believe that means Apple can keep riding the boom.

"The low 5G penetration is a reminder that the best is yet to come for the company's 5G iPhones," said Tom Forte, an analyst at D.A. Davidson & Co.

Share RecommendKeepReplyMark as Last Read


From: Ravid.Ron7/27/2021 10:13:19 PM
1 Recommendation   of 26728
 
LG Display, 2Q operating profit of 701.1 billion 'surprise performance'... maximum in 4 years

LG Display recorded 'surprising results' (earnings surprise) thanks to the display boom in the second quarter of this year. It is the first time in four years since the second quarter of 2017 that LG Display's operating profit exceeded 700 billion won. Sales also achieved the highest performance in the second quarter of the year. Sales growth in the TV division, including OLED, and solid performance in IT led to overall profit improvement.

LG Display announced on the 28th that it recorded 6.96 trillion won in sales and 701.1 billion won in operating profit in the second quarter of this year.

Compared to the previous quarter, sales increased by 1% and operating profit increased by 34%. Compared to the same period last year, sales increased by 31% and operating profit improved by more than 1 trillion won. The operating profit margin in the second quarter was 10%, recovering to double digits for the first time in 16 quarters.

The EBITDA profit rate was 25.4% (EBITDA of 1.77 trillion won), the highest level since the third quarter of 2009, and the net profit was 423.8 billion won.

Major financial indicators showed continuous improvement, with a debt ratio of 164%, a current ratio of 96%, and a net debt ratio of 69%.

In terms of sales by product, IT panel accounted for the largest share at 39%, while the proportion of TV panel, which increased by 7% QoQ, and mobile panel, accounted for 23%.

By major business division, OLED TV shipments in the first half were 3.5 million units, which already exceeded 80% of last year's annual shipments.
LG Display plans to continuously strengthen the position of OLED TVs in the ultra-large market in the second half of the year and further expand the mid-size premium market. At the same time, we plan to discover and nurture high-margin, high-growth fields that can realize the unique value of OLED.

newsworks.co.kr

Share RecommendKeepReplyMark as Last Read
Previous 10 Next 10