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Apple's shift to OLED displays will have major implications for two Japanese suppliers -- Sharp, which is scrambling to rebuild its faltering operations, and Japan Display, which relies on the technology giant for 30% of its business.
OLEDs are known for offering sharper images and colors than the conventional liquid crystal displays used in cellphones since the 1990s, as well as for their power-saving capacity. The screens can also be bent and rounded to a certain degree, giving companies greater flexibility when designing devices.
Samsung Electronics in 2010 became the first company to use OLEDs in smartphones with its Galaxy line. Apple has stuck with LCD screens, which have been used in iPhones since the family's 2007 debut. But the U.S. company has been researching the picture quality and cost of OLED panels for several years. With improvements expected to continue, the balance is now tilting in the technology's favor.
2nd smallest days-to-cover figure in the last year, highest avg.volume in three months.
qtmm--thanks for sharing. the two lists' top 25 mostly match. #5 on nasdaq is dated 12/31/14 & isn't listed on udc's site. nasdaq list appears to be exhaustive while udc website shows only top 25.
impressive percentage of holders & worth a look on the nasdaq site.
where are u getting the 66% figure? Is there a date tied to it?
asking b/c udc's own website lists the top 25 inst.holders as of 9/30/15 & they total just under 54%.
if anyone can dial in & take notes & post here it would be greatly appreciated
I'm hoping they at least raise the lower range. IMO it won't be pretty if they leave guidance unchanged or somehow lower the upper range. There are only a few weeks left in the current Q/year (and lots of holidays) so they should have a decent handle on how this Q is going. Sigh.
Why in the world would apple even consider Samsung as an OLED screen supplier when Samsung's agreement w/ OLED only goes thru 12/31/17? It all sounds like uberkittens but I just cannot see this magical event until a new/longer agreement b/t Samsung & OLED. I'd love to be wrong tho!
Digitimes article dated yesterday:
Samsung may supply Apple with OLED panels for iPhone, says report
Amy Fan, Taipei; Alex Wolfgram, DIGITIMES [Tuesday 27 October 2015]
Samsung Display is now a supplier of OLED displays for Apple Watch, and may even supply Apple with OLED panels for other devices, according to Korea-based ET News.
Apple has further incorporated Samsung into its OLED supply chain to diversify its panel suppliers, causing LG Display to no longer be the sole provider of OLED displays for the Apple Watch. Since the two have bumped up cooperation in the wearables segment, Apple is now receiving samples OLED displays that may be used in upcoming iPhone models.
Such rumors have been circulating for the last several months and have largely stated Apple is considering the move in order to increase specifications in the phone that are currently being held back due to various production bottlenecks.
The report said Apple is expected to make a decision in November, a move that will also affect Samsung's move to further pursue production of curved OLED panels at its A3 facilities since investment plans to further mass produce the technology are currently in their early stages.
Rumors in the past have speculated that an OLED iPhone from Apple would not appear until 2017 should Apple decide to incorporate the technology, since the vendor has already moved forward with plans for the next iPhone. However, the report speculated a decision from Apple in November could change this development.
Meanwhile, media reports from Japan have recently stated that Apple will strengthen its cooperation with JDI for higher-end displays following recent investments in the company, and is expected to continue doing so into 2016 for the new iPhone, as plans for the new device have already been laid out.
"Materials are critical to the performance of an OLED TV and we are confident that DuPont has the best performing solution OLED materials available in the market today," said Avi Avula, global business director, DuPont Displays. "Our vision is that OLEDs will become the display standard and to make that vision a reality, we are focused on helping our customers bring the cost of large sized OLED TVs down to less than $1000 by 2020."
DuPont's new scale-up facility is sized to meet the future growth expectations of the OLED TV industry, which analysts predict will increase by over 70 percent for the next several years and will require large quantities of highly sophisticated OLED materials. DuPont has been developing its suite of advanced OLED materials for the last 15 years. These materials are highly regarded for both solution and evaporative applications due to their long lifetime and deep color. In addition to its recently announced collaboration with an inkjet equipment maker to advance solution printed displays, DuPont is actively engaged with the leading OLED display manufacturers to bring solution printed OLED technology to market as quickly as possible.
DuPont's new OLED facility at Stine-Haskell has large-scale formulation systems and can support simultaneous production of multiple product lines. It was designed with a focus on employee safety, environmental responsibility and producing superior quality materials with the highest possible purity. The project was partially funded by a grant from the state of Delaware in 2012, with DuPont investing more than $20 million in the facility.
DuPont Displays brings more than 15 years of experience in enabling evaporative and solution-based OLED technologies through advanced materials that deliver the color, efficiency and lifetime performance that display manufacturers and consumers demand. DuPont offers highly engineered, next-generation OLED materials as well as solution process know-how that makes the promise o
IFA 2015 Sept 4 keynote teaser
The CEO of LG Display will throw the spotlight on the future of display technologies during his opening keynote address at IFA 2015 tradeshow, on September 4. Sang-Beom Han promises to look beyond 4K with the theme ‘How display technologies will change our lives.’
LG Display has been at the forefront of OLED panel development, having invested millions in organic screen development. The company recently unveiled an OLED-based wallpaper TV prototype less than 1mm thick that can be mounted on a wall using magnets (pictured above). The 55-inch screen weighs a mere 1.9kg, and adheres to a magnetic wall mat. The flexible panel can be peeled off and repositioned at will.
The LG Display CEO will ask what comes next after current displays such as 4K and curved screens. His keynote promises a critical insight into the future of display technologies and product specifications, including paper-thin and transparent displays, and flexible screens.
Dr. Han has more than 30 years of experience in the semiconductor and display sectors, and has been credited with leading LG Display’s IT and TV business units to positions of worldwide prominence. As head of the TV unit in 2010, Dr. Han achieved a major accomplishment with the successful launch of FPR (Film Type Patterned Retarder) 3D technology, which gained a stronghold on the global TV LCD panel market. Dr. Han has been also recognized as a global pioneer in commercialising OLED.