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Universal Display Corp. Message Board

  • biffonsabbatical biffonsabbatical Mar 18, 2013 4:17 PM Flag

    1Q13 Green Sales

    Any feeling for the impact of green emitter sales in first quarter in anticipation (or manufacture) of GSIV. It would be nice to finally get a real earnings "beat".

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    • Here's the story, Biff. Much as we would all like to read the tealeaves from sale of green in q1, it won't be possible to get a real read......here's why. PANL inventories green emitter at Duksan. Duksan opens emitter and adds to host material and then sends to Nippon Steel who holds as inventory. When Nippon gets an order from Samsung, it opens that package and mixes with its host material and then sells the whole shebang to Samsung. PANL books the sale when Nippon opens the package that Duksan shipped.

      What I'm saying is that there's no way of knowing what's in inventory at Nippon. Therefore, first quarter sale of green may be skewed.

      What we do know is that it's good news if the S4 sells robustly.

 
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