And this would be great, obviously.
Have you seen somewhere from Apple or from Sansung that Apple tablets are the subject of an agreement whereby Samsung will provide screens? If you have, would you please share?
As a long long long, I've sometimes been kidded about being an oled fan.......a word, I've been told, is short for fanatic. Surely, I hope you're right. Why not let's take this offline. Why not send me a note at dca1125 at g
The Apple Watch IS a big deal but no matter how many they sell, even if 50 million as originally projected, the real value of this is in the Apple imprimatur and the perceived notion that Apple will be expanding oled to other products. The problem, of course, is LGs capacity and that's going to be limited for some time. The numbers are going to be good but not gigantic and won't really move the needle in 2015............I don't think. Not to say this isn't terrific news and the sooner the better. Any idea when they are going to have the watches on the shelf?
Andy's morning note was particularly optimistic as he talks about Samsung Display selling oled screens in Russia and being able to make long term supply commitments to companies other than Samsung. Everyone wants to buy oled screens from them but they have been limited by Samsung's desire to keep the product as a differentiator for itself and also limited production capacity and lack of internal certainty as to how much Samsung will buy. GOOD NEWS
With the potential to produce about a million panels in 2015 you make a great point and they should have no problem selling all they can make..........don't you think?
I guess LG is proceeding in a linear, step by step way. First, it got its pilot line running smoothly with good yield. Then it made a distribution deal in the US with Best Buy and spent 3 months getting their end-aisle displays in all 1,000 stores and training employees on the value of the product. Now production capacity will increase and it will be time to drive traffic to the stores with advertising as the stores will have as much product as they need to fulfill orders. As I recall, the guess is that LG will coat about 150,000 panels with UDC chemicals in 2014 and about a million in 2015. That would be great.
Would someone do the math as to chemical sales and built in royalty under the present contract?
And that's just the emitter. One wonders what kind of host material LG uses for this and if it's ours. Darice always seems to make everything hard.
I DO NOT AGREE..........................the company is extremely well run. The fault here is the advise given to Sid and Steve by their hand chosen professional Investor Relations person, Darice. SHE HAS TO GO........and that's just the start. They have to build a marketing and IR department that broadens ownership to individual investors and also engenders trust with institutional investors.