| To: ChicagoBridge7 who wrote (26215) | 8/4/2021 12:00:25 AM | | From: IntoOLEDs | | | | Re: Earnings in 2 days.
Yeah, Everyone is so tired of weird price responses to earnings and of anticipating news of blue (And OVJP) then being disappointed, that they either dare not speak or have moved on.
I myself was distressed to see a new LG TV at my local Costco that was a "NanoCell "TV with great picture quality that was playing the demo video loop of the OLED line (as if it was an OLED TV!) Yikes. More confusion for the consumer and more choice in the QD/LCD landscape.
I don't even know if LG is truly dedicated to OLED TV production any longer except for super high end consumers.
I hate falling in love with a stock. |
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| To: mirage2017 who wrote (26217) | 8/4/2021 9:41:32 AM | | From: slacker711 | | | | I don't know the date but they are legally required to report earnings until they get acquired. Decent chance they won't have a conference call though.
I think they have 35 days from the end of the quarter. |
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| To: IntoOLEDs who wrote (26218) | 8/4/2021 4:19:06 PM | | From: PholedJim | | | | Was @ Costco today and saw the new smaller sized LG (48") for sale
for ~ $1200. I asked the employee who happened to be standing nearby
about sales of the set and he said he thought it had been solid.
The also had two Sony model OLED TVs for sale. I forgot to check
if they've started carrying the Vizio that I think is supposed to be coming out.
re board activity - can't add much to what you said.
I expect a good earnings report but we've seen that doesn't necessarily
mean a PPS jump. It's hard to know where the broad expectations of the
real market actually fall.
Been in this stock for too long to have much expectation of blue news
or OVJP either. Maybe we'll be pleasantly surprised someday.
But having gotten in (been long) more than 10 years ago, I've done well. |
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| To: PholedJim who wrote (26220) | 8/4/2021 6:06:46 PM | | From: Dkjunior143 | | | | | Agree with you on expecting good earnings, but am also not getting my hopes up about a PPS bump/jump. I am fully expecting any positive news in the form of top/bottom line beats to be offset by what will almost certainly be commentary about the potential negative impact of chip shortages which will result in very cautious forward guidance... as in, they are unlikely to raise 2021 guidance despite strong Q1 and [what should be] Q2 performance. I predict The Market will not like that. Genuinely hope I'm proven wrong. |
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| From: slacker711 | 8/5/2021 11:07:20 AM | | | | | | Here is the one negative data point for UDC during the quarter.
I think some of this was due to component shortages and some due to Huawei almost exiting the market. OLED sales should due better than the shipment numbers though as companies used their components for more high-end devices (which usually means OLED's).
digitimes.com
China smartphone vendors see combined shipments fall in 2Q21
Sean Lin, DIGITIMES Research, Taipei
Thursday 5 August 2021
China-based vendors shipped a total of 160 million smartphones worldwide in the second quarter of 2021, down 16.4% sequentially and 3.2% on year. But shipments will rebound to a 14% sequential increase in the third quarter, according to Digitimes Research.
The shipment declines in the second quarter were a result of a sharp smartphone demand deceleration in China and weakening overseas sales amid the lingering COVID-19 pandemic.
With the market entering the traditional peak season and component shortages starting to improve, Chinese vendors will see their combined shipments in the second half grow 7.9% from the first.
Xiaomi, Oppo, and Vivo were not able to maintain their strong shipment momentum from the first quarter to the second quarter, as most of their key markets had experienced a sharp decline in demand. The three vendors together delivered 130 million smartphones in the second quarter, accounting for 64.6% of the overall volumes, lower than the first quarter's 67.5%.
Huawei, which has been cutting smartphone shipments to preserve its 5G AP inventory for other applications, saw its shipments dip below 10 million units for the first time in the second quarter.
Honor, Huawei's spin-off brand division, experienced weak sales in the early second quarter but managed to boost its market recognition with the release of the Honor 50 series that target the mid-range to high-end segment. Although Honor's shipments were up slightly from a quarter ago in the second quarter, the growth was weaker than expected.
Transsion's smartphone business was undermined by the surging COVID-19 infections in key markets such as India, but its shipments did not drop sharply, since its smartphones are mainly targeting the entry-level sector.
Lenovo leapfrogged Huawei to become the fifth-largest Chinese smartphone brand in the second quarter, as North America is its key market and helped the vendor to avoid being undermined by shrinking demand in Asia amid the worsening pandemic there. Lenovo's smartphones sales also benefited from LG Electronics stepping out of the smartphone business.
China-based second-tier brands continued to face on-quarter shipment decline in the second quarter, due to component shortages and increasing costs from the supply.
Xiaomi, Oppo, Vivo, and Transsion will remain the top-4 Chinese brands in the third quarter. Honor will also catch up to Lenovo and become the fifth largest China-based brand. |
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