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NXP Semiconductors NV Message Board

amsdaman 8 posts  |  Last Activity: Mar 14, 2014 11:59 AM Member since: Jul 22, 2010
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  • 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."

  • 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

    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

    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

    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

    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

    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

    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.

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