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Enphase Energy, Inc. (ENPH) Message Board

klauskohlert 2157 posts  |  Last Activity: Jan 28, 2013 5:43 AM Member since: Mar 22, 2000
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  • klauskohlert klauskohlert Jan 28, 2013 5:43 AM Flag

    By Mike Wheatley • Sunday, 27 January 2013, 11:50 am GMT

    Just six months after it was first demonstrated by Ericsson, the ITU has approved a new video compression standard for use that should revolutionise the delivery of video to connected devices, removing one of the major obstacles out of the way of ultra high-definition (UHD) 4K content storage and transmission.


    via hdtvtest

  • TOKYO (Reuters) - The Japanese government is set to launch the world's first 4K TV broadcast in July 2014, roughly two years ahead of schedule, to help stir demand for ultra high-definition televisions, the Asahi newspaper reported on Sunday without citing sources.

    The service will begin from communications satellites, followed by satellite broadcasting and ground digital broadcasting, the report said.

  • klauskohlert klauskohlert Jan 24, 2013 7:00 AM Flag

    I guess, 2 million is the number of ALL 50"+ panels Innolux is shipping in the first quarter.

    UHD panel shipments should look like this:

    5% - ~100 000 in Q1
    10% - ~200 000 in Q2
    20% - ~500 000 in Q3
    30% - ~750 000 in Q4

  • klauskohlert klauskohlert Jan 24, 2013 4:09 AM Flag

    Innolux tackles Ultra HD TV panel orders from Japan- and China-based TV vendors

    Rebecca Kuo, Tainan; Alex Wolfgram, DIGITIMES [Thursday 24 January 2013]


    The sources said that Innolux's 50-inch and above size Ultra HD TV panels are becoming increasingly popular in the market and that their shipments are expected to increase throughout all of 2013 as the company is reportedly working on low-cost solutions for its Ultra HD products.

    Innolux is set to ship approximately two million Ultra HD TV panels in the first quarter of 2013 and expects that its Ultra HD TV panel shipment proportion will increase from 5% during the time period followed by 10%, 20% and 30% in the second, third and fourth quarters, respectively, added the sources.


    Somewhat hard to believe, but who knows

  • klauskohlert klauskohlert Jan 16, 2013 6:25 PM Flag

    CES 2013: Ultra HD, Coming to a TV Near You?

    Jan 16, 2013 10:15 AM EST
    By Michael J. Miller


    But what stood out the most to me was how many 4K TVs there were at the show. It wasn't just the usual suspects; Hisense and TCL, Chinese companies that most Americans haven't even heard of but which are big Asian TV makers, also had impressive UHD displays, as did Haier, Vizio, and Westinghouse.

    I think I saw at least 20 different vendors on the show floor, and guess what?—they all looked wonderful.


    Westinghouse certainly gets credit for being the most aggressive on price. It plans to have a 50-inch 4K set at $2,500 and a 65-inch set for $4,000, all by the end of the first quarter.


    To me, the story of the show is how 4K TV looks like it will be widely available this year and at much more reasonable prices, especially by the holiday season.

    via pcmag

  • Tony Huang, DIGITIMES Research, Taipei [Monday 14 January 2013]

    Shipments for Ultra HD (3840 by 2160) TV panels sized 32-inch and above are expected to reach 3.83 million units in 2013 followed by a drastic increase in 2014 to 10 million units, according to Digitimes Research.

  • klauskohlert klauskohlert Dec 20, 2012 6:56 AM Flag

    Display Panel Makers See More Prospects for 4K Ultra High-Definition TVs
    [12/19/2012 10:55 PM]
    by Anton Shilov

    Korean TV panel makers are in the process of adjusting their priorities due to difficulties in commercializing AMOLED TV as well as the fact that the outlook for 4K UHD (ultra-high definition) TV is becoming more promising, according to an analyst from DisplaySearch market tracking firm. As a result of changes, in 2013 panel makers will mass produce 4K LCD panels for premium UHDTVs, whereas in 2014 they will start mass production of 4K AMOLED panels.


    source: xbitlabs

  • klauskohlert klauskohlert Dec 13, 2012 10:29 AM Flag

    December 13, 2012, 7:19 AM — Sharp is gearing up for its entry into the 4k TV market with a 60-inch set that will sell for over US$30,000 and launch in Japan in February.

    The Japanese display maker said Tuesday its "ICC Purios" will include new technology for upgrading high-definition video to its 4K format. This is a crucial feature, because little content currently exists in 4K, also known as Ultra HD, the equivalent to four full-HD screens.

    Sharp said its ICC, or Integrated Cognitive Creation, technology processes HD signals to add more depth and richness when they are shown in 4K. The TV's resolution is 3840 x 2160 pixels.


  • Reply to

    Snake, is GCL lying about their stated poly costs?

    by yomo111 Dec 8, 2012 8:16 AM
    klauskohlert klauskohlert Dec 10, 2012 6:43 AM Flag

    Every quarter they magically have much lower poly production cost but on the other hand they buy external poly for strangely high prices.

  • klauskohlert klauskohlert Dec 10, 2012 4:36 AM Flag

    HDTVmagazine by Ed Milbourn on December 6, 2012:

    No doubt the exhibition “star” at this coming (2013) CES will be Ultra High Definition Television (Ultra HD) featuring at least four times the number of pixels per frame as conventional HDTV.


    The bottom line is: for most home TV viewing applications, Ultra HD is a significantly noticeable improvement over today’s HDTV.


    But there is one reason such an investment may be quite compelling – and that is “upconversion.” Upconversion (or up-scaling) technology has advanced significantly over the past few years, mainly being applied to 3D display systems processing lower resolution 3D images. Applying this “very smart” upconversion technology to convert HDTV images to Ultra-HD quality can result in spectacularly detailed images with little noticeable motion artifacts.


    Obviously, Ultra HD upconversion quality decreases with lower resolution input material but remains impressive. But not all upconverters are equal. Most contemporary upconverters look good with static images. The real test is how well detail is maintained in moving images without objectionable artifacts.

  • Reply to

    LDK cooking the books ?

    by klauskohlert Dec 3, 2012 4:19 AM
    klauskohlert klauskohlert Dec 4, 2012 5:31 AM Flag

    "A dead company LDK is"

    maybe it is not so important when they declare BK, they already act like a BK company, they liquidate their inventory and they don't take new orders.

  • Reply to

    LDK cooking the books ?

    by klauskohlert Dec 3, 2012 4:19 AM
    klauskohlert klauskohlert Dec 4, 2012 5:24 AM Flag

    You are fooling yourself, look at the losses they accumulated over the year.

    Going after more revenues in this multiyear downturn means more investments, more OPEX and more losses, the best way to survive is conserving cash not spending it.

  • Reply to

    LDK cooking the books ?

    by klauskohlert Dec 3, 2012 4:19 AM
    klauskohlert klauskohlert Dec 4, 2012 5:10 AM Flag

    Don't forget India and other huge markets, if China is not adjusting it's policy soon, there is a high risk that the whole world will lock China-Solar Inc. out.

  • Reply to

    LDK cooking the books ?

    by klauskohlert Dec 3, 2012 4:19 AM
    klauskohlert klauskohlert Dec 4, 2012 4:55 AM Flag

    "At least SOL is running at 100% and in Q4 their GMs will be positive."

    ...hehe, but only after taking another big writedown on poly inventory, in Germany they now sell modules at 45 Eurocents/Wp, what means SOL is getting ~55 US Cents/Wp.

    SOL is all about dumping

  • Reply to

    LDK cooking the books ?

    by klauskohlert Dec 3, 2012 4:19 AM
    klauskohlert klauskohlert Dec 3, 2012 5:54 AM Flag

    Surprising is that one, SOL, can navigate fairly smoothly through it and with huge growth in all business units as a bonus.

    In Solarland you can still push sales if you are ready to accept huge losses like SOL, but where is the point in all of this.

  • klauskohlert by klauskohlert Dec 3, 2012 4:19 AM Flag

    Net sales of $291.5 million

    Shipped 230.2 megawatts (MW) of wafers and 161.9 MW of cells and modules in the third quarter.


    The numbers just don't add up !

  • Grant Clauser reviews LG's 84LM9600, the world's first Ultra HD 3D smart TV, saying the massive images look great and it produces the best 3D on TV.

    "All of the above was preparation to report that this TV displayed the absolute best 3D I’ve ever seen on a television. I watched segments from a few 3D Blu-ray discs, but IMAX Under the Sea was the most impressive. The image was completely natural and realistic. In one scene a large grouper swims up close to the camera, and I could swear the fish was three inches from my nose. The illusion was that convincing. Other, less dramatic scenes still produced a depth and clarity that was stunning.

    After all the 1080p material, which is what most buyers will watch on this set, I switched over to some Ultra HD video LG supplied on a hard-disc server. These clips were mostly landscape shots of attractive cities and towns around the world, and they all looked amazing. From 10 feet the resolution shouldn’t have made much of a difference, but the effect was more subtle than just more pixels - it created the closest thing to looking through a clear window I’ve ever seen. A single 3D Ultra HD clip (this one animated) was also pretty amazing."


    LG 84LM9600 is powered by Pixelworks PA138

  • Reply to


    by boss111 Nov 21, 2012 12:10 PM
    klauskohlert klauskohlert Nov 23, 2012 4:38 AM Flag

    GCL-Poly had a very bad Q3 on the wafer side (down 42% QoQ) and extremely low external poly shipments (down 89% QoQ)

    SOL is clearly doing better here, maybe it is their Taiwanese customer base.

  • Reply to


    by boss111 Nov 21, 2012 12:10 PM
    klauskohlert klauskohlert Nov 23, 2012 4:23 AM Flag

    gross around $18-$19M with margins around 8%.

    This is just wishful thinking, the talk about "positive gross margin" means 0-2%

    SOL's own poly is quite expensive (even if they mix it with spot-poly) and on the module side, they sell at prices on the lowest end of the pricerange.

    Poly prices are down big time since end of Q3, so another write-down is highly likely.

    Even the big players are closing down some of their wafer and cell lines now, that may be the sole reason for the quite impressive Q4 volume expectations.

    Without owning poly plants, SOL would be a screaming buy.

  • Reply to

    SOL will be report In-line with guidance.

    by garrigan69 Nov 21, 2012 8:45 AM
    klauskohlert klauskohlert Nov 21, 2012 8:56 AM Flag

    Loss per ADR (0.42) ?

    You mean ~$0.65

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