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NXP Semiconductors NV Message Board

amsdaman 29 posts  |  Last Activity: Jul 23, 2014 12:33 PM Member since: Jul 22, 2010
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  • Reply to

    Anyone think 4q revenues were sandbagged

    by frankenberrylives Feb 6, 2014 11:58 AM
    amsdaman amsdaman Feb 6, 2014 12:19 PM Flag

    Surely at the time of the 3rd quarter CC the SNUP had just had it's hardware fix. Thus it was only up for production for the last six weeks of Q4 and that included the Christmas period. There seems no need to sandbag anything. At least that is how I remember it without listening to the CC again.

  • Reply to

    Q1 revenues wire bonding impact

    by akimed Mar 7, 2014 6:18 AM
    amsdaman amsdaman Mar 7, 2014 9:36 AM Flag

    There was some talk in the 2013 Q3 CC about boosting the back end processes and new equipment. Maybe this is causing new startup problems

    "we’re gearing up to be able to handle much more in terms of the output and right now we are on two shifts on
    the back end and we think we’ve got this arranged, we’re getting in some more equipment, some higher [Audio
    Gap] bolstering our capability in the back end. So that we know we have the capability to get out what the front
    end delivers.

  • Reply to

    wow

    by trailr_trash Mar 12, 2014 4:10 PM
    amsdaman amsdaman Mar 12, 2014 4:12 PM Flag

    Mr. Sculley continued, “We are optimistic that we will see a return to revenue growth this year as a result of the improvement in our operations. However, first quarter revenue will be similar to our fourth quarter 2013 revenue as we have temporarily stopped shipment of certain displays to three customers to address a possible bonding problem in a microdisplay that was brought to our attention. We are actively addressing this and hope to resolve the situation quickly.

  • Reply to

    wow

    by trailr_trash Mar 12, 2014 4:10 PM
    amsdaman amsdaman Mar 12, 2014 4:14 PM Flag

    eMagin is postponing 2014 revenue guidance due to uncertain timing around the resumption of shipments of certain displays to three customers as noted above.

  • Reply to

    Not so bad

    by zeroletdown Mar 12, 2014 4:29 PM
    amsdaman amsdaman Mar 12, 2014 4:38 PM Flag

    It is always beter for the market knows what the damage is rather than speculating with the worst case scenario.

    The direct patterning seams to proceed regarldess of other problems
    "Work continues on a color, high brightness, high-resolution avionics display with funding from the US Navy. The Company has already demonstrated the direct patterning technique and is on track to demonstrate a functional direct patterned ultra-high brightness VGA resolution display in the near term. eMagin also expects to demonstrate higher resolution functional direct patterned ultra-high brightness displays by the end of the second quarter. Customer evaluations will begin following these demonstrations. "

  • Reply to

    Bonding issue

    by atlas12005 Mar 12, 2014 5:07 PM
    amsdaman amsdaman Mar 12, 2014 5:49 PM Flag

    They said it is a system that has been running for many years and is not 'rocket science' It is about getting a solution good for all the 3 customers. For the rest of the quarter they will run product for other customers. Only these 3 customers have a problem.

  • Reply to

    Bonding issue

    by atlas12005 Mar 12, 2014 5:07 PM
    amsdaman amsdaman Mar 12, 2014 7:04 PM Flag

    It seems they are working as one big team to solve the problem including the end customer (the government) That is where Sculley was yesterday. Is it ENVGII ?

    "all three customers and us are doing a team effort, and that's very unusual, and I must say the end customer is also working with us on a team effort"

    "it's just where the circuit board connects to the silicon to plug into the device of the customer"

  • Reply to

    10 k

    by akimed Mar 13, 2014 4:38 PM
    amsdaman amsdaman Mar 14, 2014 11:59 AM Flag

    It was referred to indirectly in the CC. Note the use of the word products plural

    "We have numerous customers interested in digital display and
    the Company is planning to integrate it into new products that will be announced."

  • eMagin Corporation (NYSE MKT:EMAN), the leader in the development, design and manufacture of Active Matrix OLED microdisplays for high resolution imaging products, today announced that it has entered into a settlement agreement with Global OLED Technology, LLC relating to two patent license agreements.

    Pursuant to the settlement agreement, the parties agreed to terminate the patent license agreements entered into in 1998 and 1999, respectively, between FED Corporation (predecessor to eMagin Corporation) and Eastman Kodak Company (predecessor to Global OLED Technology, LLC), in exchange for mutual releases and the payment by eMagin of a one-time, undisclosed settlement amount, substantially all of which was recorded as an expense by eMagin in the fourth quarter of 2013 as a reasonable good faith estimate. In addition, the parties agreed to dismiss with prejudice the lawsuit commenced by Global OLED Technology, LLC in New York state court in January 2014. The balance of the terms of the settlement agreement remain confidential.

  • amsdaman amsdaman Apr 30, 2014 2:34 PM Flag

    Sure, this always seemed a small problem, but one problem less is nontheless nice.

  • Reply to

    NEW PUBLIC WORDS

    by iamgarce Apr 30, 2014 2:23 PM
    amsdaman amsdaman Apr 30, 2014 2:39 PM Flag

    It was the same for the Q4 results, though I did not notice at the time.
    Acually it says 'and mobile display systems' which is more general than displays

  • amsdaman amsdaman May 5, 2014 3:57 PM Flag

    It is not entirely clearly how far they are with the deveopment of actual displays. They are certainly looking for partners.

    "Fraunhofer Comedd reached the goal to produce Orthogonal Photolithography in a clean room and incorporated it into 200mm wafer micro display.
    The guys from Fraunhofer offer the new technology for joint developments of OLED microdisplays and OLED micro-signage applications together with industrial partners."

  • Reply to

    revenue down 25%

    by trailr_trash May 13, 2014 4:14 PM
    amsdaman amsdaman May 13, 2014 4:23 PM Flag

    Well if you did not know that Q1 was going to be about 6m then you have not been paying attention. We were told at the Q1 conference.

  • Reply to

    revenue down 25%

    by trailr_trash May 13, 2014 4:14 PM
    amsdaman amsdaman May 13, 2014 4:25 PM Flag

    Sorry I meant at the Q4 results

  • "Progress was made toward building a tool for the ultra-high brightness and high resolution directly patterned color OLED devices. A prototype ultra-high resolution high brightness OLED display is expected to be fabricated in the third quarter of 2014. "

    This is for 'ultra high Resolution'.
    Did they produce the low VGA prototypes as promised in Q4 CC?
    Maybe we will be wiser aftter CC.

  • Reply to

    Ultra High Resolution

    by amsdaman May 13, 2014 4:49 PM
    amsdaman amsdaman May 13, 2014 5:16 PM Flag

    The answer was NOT YET.

  • Reply to

    How many displays per wafer?

    by ema_lurker May 13, 2014 6:59 PM
    amsdaman amsdaman May 14, 2014 3:56 AM Flag

    I suspect because the military displays are predominately still SVGA with a large pixel size of 15. If you compare the area per wafer for a microdisplay for a pixel size of 9.6 or 8.2 you get near the size ratio given

  • Reply to

    How many displays per wafer?

    by ema_lurker May 13, 2014 6:59 PM
    amsdaman amsdaman May 14, 2014 9:25 AM Flag

    There was an interesting exchange at the end of the CC about being able to reduce the pixel size further. It is not a deposition limit as I had always assumed, but a electonics limit.

    John Pearson
    The direct patterning, I understand that it enables a brighter and more efficient display, but will it also enable a smaller pixel size eventually?

    Andrew Sculley
    Yeah, I understand what you mean. The limit to the pixel size is not the direct patterning today. The pixel size has multiple things, how much electronics you can stick underneath the one pixel. You have to have so many transistors and capacitors under each pixel and subpixel, so that’s really a limit today. The direct patterning is probably not a terrible concern to us with the pixel size.

  • Reply to

    samsung virtual reality glass

    by atlas12005 May 23, 2014 3:33 PM
    amsdaman amsdaman May 23, 2014 3:59 PM Flag

    I have not yet seen any speculation about a micro display but this is the sort of stuff being written. (Oculus Rift is not a micro display)
    .
    "Instead, this new device rumored will be a virtual reality headset. It'll have an OLED screen that's as good or better than the one found on the Oculus Rift dev kit. No information is known at this time on how it will connect to your phone or tablet, but a wired connection is probable."

  • Reply to

    ASM - by Optimist

    by akimed May 28, 2014 6:52 AM
    amsdaman amsdaman May 28, 2014 7:27 AM Flag

    And full compliments to Optimist for his excellent report. It is really appreciated that he takes the time and effort each year to visit the ASM and give us his report.

    Sentiment: Strong Buy

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