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   Technology StocksOLED Universal Display Corp

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From: Ravid.Ron9/25/2021 9:10:46 AM
2 Recommendations   of 26693
Pre-orders of ‘iPhone 13’ in China reach 6 million units… Will Apple's 'supercycle' continue?

The ‘iPhone 13’ is showing an unusual reaction at the beginning of its release. In China, the world's largest smartphone market, pre-order sales have reached 6 million units, and they are doing better than expected. Due to such an increase in demand in China, orders for iPhone 13 are also expected to increase by about 20%.

According to Wedbush, a US brokerage firm on the 24th, orders for the iPhone 13 are expected to increase by about 20% compared to the iPhone 12, the previous product, due to strong demand from China. The demand for iPhone 13 this year is the most explosive in the Chinese market. So far, the largest number of iPhone 13 pre-orders in the global market is in China.

On the 23rd, Hong Kong's South China Morning Post also reported that pre-orders for the iPhone 13 series in China recorded 5 million pre-orders in three days. Daniel Ives, senior analyst at Wedbush, also mentioned in a recently published report that "the iPhone 13 pre-orders in China have reached 5 million or 6 million units."

The number of pre-orders of about 6 million units is not Apple's official tally. Nevertheless, it seems that the initial popularity of the iPhone 12 is noticeably higher than that of its predecessor, the iPhone 12. Initially, the iPhone 13 was criticized by the industry as “innovation is hard to find” right after its release on the 14th (US time), but since its launch, it has been well received in China, the world's largest smartphone market.

This initial increase in demand in China is expected to drive iPhone 13 sales volume growth. According to Wedbush, Apple's annual iPhone production is estimated at 130 million to 150 million units per year. Wedbush noted that the current order volume for the iPhone 13 series is about 90 million units, which is higher than the iPhone 12 order volume, which was initially 80 million units.

Previously, Taiwanese Apple expert Ming Chiguo, a researcher at TF International in Taiwan, also predicted that demand for the iPhone 13 would increase by more than 15% compared to the previous model.

It is also predicted that Apple will continue its supercycle until next year, using the success of the iPhone 13 as a stepping stone. According to Webdebussy, it is estimated that 250 million of the 975 million iPhones released worldwide are awaiting a device upgrade. This also means that there is sufficient demand for replacement with the iPhone 13. Accordingly, some analysts and industry analysts predict that Apple will succeed in the box office from iPhone 12 to iPhone 13.

An industry official said, “In terms of simple device characteristics, the iPhone 13 is a series that has not changed, but several environmental factors are advantageous for the iPhone 13. There are a lot of variables, so there is a good chance that it will be more successful than its predecessor.”

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From: Ravid.Ron9/27/2021 2:58:44 AM
3 Recommendations   of 26693
Insufficient Samsung 'QD Display' production, possibility of cooperation with LG

“For Samsung Electronics, the most important issue is whether QD displays are supplied stably,” he said, and analyzed that 'LG's WOLED panels are also being considered in order to prepare for a shortage while demanding QD capacity expansion'.

pretty boring topic.
Is the reporter bothering readers?
I think they should quickly come to the conclusion that if they want to cooperate, they should do it and if they don't, they shouldn't.

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To: Ravid.Ron who wrote (26496)9/27/2021 9:10:49 AM
From: Ravid.Ron
1 Recommendation   of 26693
check points lol

-Samsung Electronics TV sales reached 50 million units per year.
-QD panel is expected to 1 million units per year... 2.5% level
-Possibility of using LG WOLED panel
-Expect cross-purchase synergy in cooperation between the two companies

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From: Oledfuture9/27/2021 12:10:10 PM
   of 26693
So are there any catalysts coming up? Or are we all waiting on earnings and the ever elusive announcement on blue?

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From: Ravid.Ron9/28/2021 1:12:48 PM
3 Recommendations   of 26693
Market research firm "Samsung Electronics' foldable phone sold five times more than its predecessor in the first month of release"

It is estimated that Samsung Electronics' new foldable smartphone sold five times more sales than previous models in the first month of launch.

On the 28th, Kim Rok-ho, a researcher at Hana Financial Investment, said that Samsung Electronics sold 1.3 million new foldable smartphones in August, citing market research firm Counterpoint data.

By product, the Galaxy Z Fold 3 sold 400,000 units and the Galaxy Z Flip 3 sold 900,000 units.

The previous models, the Galaxy Z Fold 2 and Galaxy Z Flip, sold 120,000 and 150,000 units, respectively, in the first month of release, keeping the total sales at 270,000 units. This is a 4.8-fold increase in demand for foldable smartphones in just one year.

Samsung Electronics' total smartphone sales in August were 21.41 million units. It decreased 17% from the same period last year, but increased by 12% compared to July.

Researcher Kim said, “The decrease in Samsung Electronics’ smartphone sales compared to last year was due to a supply shortage of semiconductors and production setbacks at factories in Vietnam, as well as a negative base phenomenon due to strong demand recovery after Corona 19 in August and October of last year.” The sales volume increased compared to the previous month, confirming the normalization process of the Vietnamese plant.”

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From: Ravid.Ron9/28/2021 11:34:34 PM
2 Recommendations   of 26693
(streaming from about a year ago)Future Direction of Blue OLED Technology

00:09:24 Steve Forrest : University of Michigan, Inventor of phosphorescent OLED
00:44:03 H. Choi : SAIT, Leader of blue OLED Team of Samsung
01:16:11 Jian Li : Arizona State University, Leader of Pt phosphorescent emitter
01:54:08 Chihaya Adachi : Kyushu University, Inventor of TADF OLED
02:27:25 J. Kim : LGD, Leader of blue OLED Team of LGD
02:47:50 J. Y. Lee : SKKU, Leader of blue host

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From: Ravid.Ron9/29/2021 1:46:36 AM
1 Recommendation   of 26693
10.86-inch Apple stopped its first OLED iPad project

Apple's first OLED iPad is expected to be seen in the next year or so at the earliest. The development of the 10.86-inch OLED iPad, which was expected to be released as early as next year, has been halted.

According to the industry on the 29th, it is understood that the 10.86-inch organic light emitting diode (OLED) iPad (tablet) development project that Apple and Samsung Display have been working on has recently been suspended. This model is expected to be the first iPad to be applied with OLED.

It is known that the cause of the project halt is in the red (R) green (G) blue (B) 'single stack' OLED structure, profitability, or both.

Single Stack refers to the RGB one-layer structure OLED light emitting layer that has been applied to the existing smartphone OLED. Apple is known to have requested a 'two stack tandem' structure for OLED iPad from panel makers such as Samsung Display. The two-stack tandem structure refers to a technology in which the RGB light emitting layer is stacked in two layers in OLED. The two-stack tandem can double the screen brightness and nearly quadruple the lifespan compared to a single stack. Unlike smartphones, which have a product lifespan of 2-3 years, a two-stack tandem is advantageous because IT products have to be used for a long time.

It is known that Samsung Display has been working on this project after proposing a single-stack OLED for iPad to Apple. Although Samsung Display is already mass-producing OLED panels for IT products such as tablets and laptops, they are all single-stack products.

However, Apple seems to have adhered to the position of applying a two-stack tandem structure from the first OLED iPad. Although LG Display is applying a two-stack tandem structure to OLED panels for vehicles, production of OLED panels for IT products is still insignificant.

Profitability is a problem that can be highlighted from Samsung Display's point of view. In a situation where it is unknown how long Apple will sell the 10.86-inch OLED iPad, the uncertainty that follows when Samsung Display packs the back-end module for the 10.86-inch model is inevitable.

Moreover, the two types of OLED iPads, such as 12.9-inch, which Apple plans to release in 2023 or 2024 as early as possible, have a large change in technology compared to the 10.86-inch model project that was discontinued this time.

Two types of OLED iPads, such as 12.9-inch, will apply a two-stack tandem structure to the OLED light emitting layer, and a low-temperature polycrystalline oxide (LTPO) method for the thin film transistor (TFT). LTPO TFT provides a low-power environment necessary to support a refresh rate of 120Hz (Hz). The TFT of the product Samsung Display developed for the 10.86-inch model was low-temperature polycrystalline silicon (LTPS), and the light emitting layer had a single stack structure. If the technology method changes, the cost burden increases because the manufacturing line must also be changed.

Industry analysis is that it would have been difficult for both sides to proceed with the 10.86-inch OLED iPad project if these technological changes, uncertain quantities, and Apple's dissatisfaction with the single stack were put together. It is known that 10.86-inch OLED has already suffered difficulties in improving production yield. Orders for and stocking of some equipment necessary for mass production were also being delayed.

In the industry, there is an observation that the full-fledged flowering of the mid-size OLED market has been pushed back due to the suspension of this project. This is because there was a lot of expectation that the medium-sized OLED market of 10 inches or larger would grow if Apple, which leads the IT product market, applies OLED to iPad following the iPhone. In the past, it has been predicted that OLED material demand for OLED materials will increase because OLEDs for IT products have a wider screen than 6-inch smartphones.

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From: Ravid.Ron9/29/2021 9:29:50 AM
1 Recommendation   of 26693
"Chinese smartphone inventory overflowing..." Korean OLED shipments 'below expectations'

The decline in smartphone sales due to disruptions in semiconductor supply is also affecting small and medium-sized organic light emitting diode (OLED) shipments.

According to Stone Partners, a market research company on the 29th, shipments of rigid OLED panels in the third quarter of this year are estimated to be 66.5 million, an increase of 500,000 from the previous quarter.

Rigid OLED is a panel with non-bending characteristics and is mainly used in mid- to low-end smartphones. Although shipments of 66.5 million units in the third quarter increased by 0.8% from the previous quarter, the increase was less than expected given the poor smartphone market in the second quarter.

According to market research firm Counterpoint Research, the total shipments of the global smartphone market in the second quarter amounted to 329 million units, down 7% from the previous quarter. Counterpoint forecasted global smartphone shipments of 378 million units in the third quarter.

The small increase in rigid OLED shipments in the third quarter can be attributed to an increase in panel inventories at Chinese smartphone makers. Previously, Xiaomi, Oppo, and Vivo were reported to have lowered their smartphone shipment targets for this year by 10-20% due to lack of application processors (APs).

Stone Partners said, "Inventory adjustment is in progress due to sluggish smartphone sales of Oppo and Vivo."

It is estimated that Samsung Display shipped 56.6 million rigid OLED panels during this period. This is a decrease of 1.0% compared to the same period of the previous year and a decrease of 0.7% compared to the previous quarter.

This is interpreted as a result of the combination of the increased panel inventory level of Chinese smartphone makers and production disruptions at Samsung Electronics’ Indian and Vietnamese smartphone factories.

During this period, Samsung Display's rigid OLED shipment share was 85.1%, down 1.8 percentage points (p) from the same period of the previous year and 1.2 percentage points from the previous quarter.

China's Visionox is the company with the largest supply of rigid OLED after Samsung Display. During this period, the company shipped 6.1 million rigid OLEDs. Visionox's shipments decreased 6.2% QoQ, but increased 15% YoY.

China's EverDisplay Optronics (EDO) is the third largest rigid OLED supplier. During this period, it supplied 3.8 million panels and occupied a market share of 5.7%.
Is this the reason why stock prices get boring?

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To: Ravid.Ron who wrote (26500)9/29/2021 9:43:59 AM
From: occams_phasor
   of 26693
Did anyone watch this?
Was there anything to increase confidence that commercial sales will happen for UDC?

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From: occams_phasor9/29/2021 9:45:05 AM
   of 26693
Seems like a lot of good news for OLED the technology... But the stock is now at 180

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