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Universal Display Corp. Message Board

dwb32852 15 posts  |  Last Activity: Sep 30, 2015 4:52 PM Member since: Oct 27, 1999
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  • Reply to

    DuPont Is Ready To Go

    by ixthus72005 Sep 30, 2015 1:47 PM
    dwb32852 dwb32852 Sep 30, 2015 4:52 PM Flag

    "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

  • total 3.7M, + 5.5% from two weeks ago, avg.vol. 311k (lowest in at least a year); 12 days to cover

  • Reply to

    LG HDR Demo at IFA

    by qtmmnutcase Sep 3, 2015 10:10 AM
    dwb32852 dwb32852 Sep 4, 2015 10:33 AM Flag

    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.

  • had to search for roster but UDC is a member listed on the flextech website.

    Defense Secretary Ash Carter announces a five-year, $165 million effort to make and improve bendable circuitry.
    MOUNTAIN VIEW, Calif. — A partnership to develop electronic components that bend — think touchscreens that wrap around your arm, or aircraft wings made of sensors — is the next step in Defense Secretary Ash Carter’s fast-moving campaign to harness Silicon Valley’s innovation and invite its companies to help create a next-gen military.

    On Friday, Carter will announce funding for a new research institute to be run by the FlexTech Alliance, a San Jose-based public-private consortium founded to invent and improve “flexible hybrid electronics.” Over the next five years, the Defense Department will contribute $75 million via the Air Force Research Laboratory, while 96 companies including Apple and Lockheed Martin, 11 labs and universities, and other state and local government partners will pitch in $90 million.

    “Given what we’ve already done, there’s truly no limit to what we can achieve together,” Carter will say, according to excerpts of his Friday speech provided in advance to reporters traveling with the secretary. “That’s why I’ve been pushing the Pentagon to think outside our five-sided box, and invest in innovation here in Silicon Valley and in tech communities across the country. And now we’re taking another step forward.”

    What are flexible electronics? They are ultra-thin silicon bits printed or pasted onto stretchable substrates, freeing computers, their parts, and other electronics from stiff circuit boards and chipsets.

  • totals nearly 3.5M shares, avg.vol. nearly 1M, days to cover 3.5.

  • Reply to

    One good thing that comes out of this

    by dca1125 Aug 20, 2015 12:14 PM
    dwb32852 dwb32852 Aug 20, 2015 2:50 PM Flag

    They have announced two separate $50M buybacks (2012 & 2014) & didn't come close to spending $50M in either instance. So just for the sake of PR they could have easily announced an extension of the 2014 program or even an increase in the ceiling amount but they chose to do neither.

  • Reply to

    One good thing that comes out of this

    by dca1125 Aug 20, 2015 12:14 PM
    dwb32852 dwb32852 Aug 20, 2015 12:36 PM Flag

    correct--they let the buyback expire & as usual didn't mention a thing about it. that fact was buried in the 10q.
    mgmt.should have extended the buyback given that the inventory news was going to make the street do a big old #$%$. sadly another example of this being tone-deaf.

  • zdnet article dated today

    Dubbed the Samsung G9198, the clamshell phone runs on a six-core Snapdragon 808 processor, has 16 GB of internal storage and supports an additional 128 GB of space through a microSD card slot; something not even the company's newest flagships have.

    To keep the phone small -- who wants a gigantic flip-phone? -- the handset has a pair of 3.9-inch Super AMOLED screens on the front and back of one part; the base of the phone has standard keypad buttons.

    Neither of the displays has a very high resolution but at 768 x 1280 pixels, that still works out to a detailed 382.75 pixels per inch.

  • Reply to

    Lack of Trust and Confidence in Management

    by panlalong Aug 10, 2015 12:28 PM
    dwb32852 dwb32852 Aug 11, 2015 9:53 AM Flag

    not entirely same mgmt. for SMD & LG deals.

    LG deal was done under the watch of the "new" gen.counsel that they brought in from Disney. So maybe mgmt.realized they had a bad deal w/ SMD & (hopefully) got a better deal w/ LG. Time will tell.

  • $37-ish

  • Reply to

    Timing of Earnings Reports

    by belgiantrollhater Aug 3, 2015 3:58 PM
    dwb32852 dwb32852 Aug 3, 2015 4:10 PM Flag

    I think it's 40 days max after the end of a quarter that a company has to publish results, and as you note oled always takes as much time as it can.
    It'd b a good question to pose to darice but you will probably get the canned reply about the overall industry being in its infancy, so many external factors could change things, blah blah blah. so conservative in guidance it's almost like one could write the earnings release a couple of weeks after each Q ends & just be done w/ it. Not sure how long the rule has been 40 days but that much time seems...unnecessary in this day & age of real-time everything.

  • Reply to

    Fast Growing OLED TV Mkt

    by qtmmnutcase Jul 6, 2015 9:06 AM
    dwb32852 dwb32852 Jul 10, 2015 3:38 PM Flag

    dell member purchase program has LG 55 Inch OLED Smart TV 55EC9300 3D Curved HDTV with webOS and 3D glasses (4pcs) it for $2299

    same site has LG 65 Inch Curved 4K Ultra HD Smart TV 65EG9600 3D OLED UHD TV with 3D glasses (2pcs) for $6,999.99

  • Reply to

    Reuters/WSJ: Note 4 Launching Early

    by dwb32852 Jul 10, 2015 8:14 AM
    dwb32852 dwb32852 Jul 10, 2015 8:18 AM Flag

    sorry meant Note 5

  • hopefully means a materials bump

    By Se Young Lee

    SEOUL, July 10 (Reuters) - Samsung Electronics Co is bringing forward the launch of a key premium smartphone model, a person familiar with the matter told Reuters on Friday, as the South Korean tech giant seeks to revive sales after a sluggish second quarter.

    The world's top smartphone maker will launch a new version of its Galaxy Note phablet in mid-August, the person said, declining to be identified due to the sensitivity of the matter. Previous versions, such as the Note 3 and 4, typically launched in September
    The mid-August launch will likely put the new Note smartphone model on the market ahead of arch-rival Apple Inc's next iPhones. The U.S. company is preparing for its largest initial production run for new phones so far by the end of the year, the Wall Street Journal reported earlier this week.

    Samsung is seeking to rebound from a disappointing 2014, when its annual profit hit a three-year low as smartphone earnings slumped. Though Samsung's earnings are recovering, its second-quarter guidance of a 6.9 trillion won ($6.11 billion) operating profit fell short of market expectations following a supply shortage for the curved-screen version of its flagship Galaxy S6 smartphone.

    "I don't know how much the earlier launch will help boost the company's average selling price for smartphones, but this suggests that Samsung will work hard to maintain its market share for the high-end market," said HDC Asset Management fund manager Park Jung-hoon.

  • Reply to

    Lower end phones from Samsung

    by ptbot Jul 9, 2015 8:36 AM
    dwb32852 dwb32852 Jul 9, 2015 4:41 PM Flag

    the Wikipedia amoled page has a huge list of devices that are variants of the super amoled Samsung trademarked term. not sure how accurate/timely it is but the list is only growing

34.40+1.39(+4.21%)Oct 2 3:59 PMEDT