Above should have read up 22% over Q1 2012...Calix blowing away last years numbers. This company is in growth mode baby....jump on for the ride!
Q1 was up 15% over Q1 2012. Q2 will be up 22% over Q1 2013. Thats growth baby and its as good as it gets in this business! Calix = $9+ tomorrow.
Actually he made four seperate sales and sold 10% of his overall personal position in total (86,442/870,572 = 9.93%). Not an insignificant amount.
Article from The Register that quotes the NPD analyst:
Samsung, LG 'lose confidence' in OLED TV tech
Waiting for an organic telly? Be prepared to wait some more
By Tony Smith • Get more from this author
Posted in Hardware, 17th December 2012 16:03 GMT
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Don’t expect reasonably priced OLED TVs to hit the market for a fair few years yet. Do, however, expect 4K x 2K Ultra HD LCD TVs to be all the rage in 2013.
So suggests David Hsieh, an analyst at NPD DisplaySearch, a market watcher. He claims to have detected a change in the mood of those two major display manufacturers, Samsung and LG, the world’s number one and number two telly makers, respectively. Both were, until very recently, dead keen on OLED TV technology.
A year ago, for example, both were aggressively promoting prototype 55in OLED TV sets, first at January’s Consumer Electronics Show (CES) in Las Vegas and, later in the first half of 2012, at dedicated events in Europe and Asia.
However, come September’s IFA show in Berlin and then November’s US Thanksgiving holiday sales period, and, according to Hsieh, “Korean panel makers lost some confidence in OLED”. These manufacturers “began to feel that they could not justify a further investment in [production] capacity expansion”, he says.
Two factors have caused this shift from the early part of the year’s enthusiasm to this end-of-year gloom. First, TV sales over the last few months have demonstrated punters’ clear preference for larger but cheaper televisions. Both Samsung and LG were pitching 55in sets, big by most markets’ standards, but priced in the region of $10,000. A fraction of that will buy you a colossal Full HD LCD.
Then there are the lessons Samsung and LG have learned while trying to make big OLED screens: yields are poor. Very poor, in fact. According to Hsieh, fewer than 10 per cent of the OLED panels either company punches out are up to snuff to be used in TVs.
Some glitches that cause picture and colour distortions can be fixed physically and with extra electronics, but even these bandages and Band-Aids only take the total yield to less than 30 per cent of the panels rolling off the production lines.
It doesn't help that both Samsung and LG are suing each other for allegedly stealing their OLED-related intellectual property.
Worse, the process of bonding the layers within OLED panel using glass "solder" - a process called "frit encapsulation" in the trade - introduces fragilities that reduce each finished panel’s effective lifespan. To what degree, the manufacturers can only guess, making it hard to predict the ongoing cost of servicing the few $10,000 OLED TVs they do manage to sell.
Making LCD panels with four times as many pixels per unit area as a 1920 x 1080 set is tricky too, of course, but it’s much more straightforward than making a Full HD OLED TV. Yields are higher and, because they are using the same basic manufacturing process as that employed for existing LCD TVs, it’s easier for vendors to work on increasing that yield.
That, plus punters’ ability to see the clear benefit of an Ultra HD TV over a Full HD TV, says Hsieh, has forced Samsung, LG and others essentially to delay the mass production of OLED TVs until they can punch out big numbers of (working) 4K x 2K versions.
By his estimation, that won’t happen until 2014 at the earliest. In the meantime, OLED TVs will be used largely for demonstration purposes while consumers will be sold 4K x 2K LCD TVs. Those, that is, who don't choose to wait even longer for a decent-size OLED TV than they have already. ®
From DisplaySearch article dated 12/15/2013:
"Korean TV panel makers are in the process of adjusting their priorities. The adjustment is mainly due to difficulties in commercializing AMOLED TV, but also to the fact that the outlook for 4Kx2K (ultra-high definition) TV is becoming more promising.
Since the beginning of 2012, when both Samsung and LG Display demonstrated 55” AMOLED TV at CES, both have been claiming they will mass-produce large size AMOLED TVs panel within the year. However the commercialization plan has been delayed repeatedly. At the same time, aggressive pricing of some large size LCD TV on Black Friday and the resulting sales shows that, for many end users, a larger and cheaper LCD TV is more attractive than a high-end, slim, and fancy OLED TV. The emphasis on AMOLED TV has been reduced, and the new focus is on the high definition.
A fundamental challenge for AMOLED TV remains manufacturing yield. Pilot production indicates that 55” AMOLED TV panel straight yield (without repair) is in single digits due to instability in the large backplanes (using LTPS or oxide TFT). Total yield (after repair) is estimated to be less than 30%. Finally, frit encapsulation is too fragile for large area TV, and is resulting in reduced panel life.
Because of the high manufacturing costs, 55” AMOLED TV set prices are expected to be in the $10K range, a very high price compared to comparable LCD TVs. Also, due to the lifespan and reliability issues, after service costs are not predictable. There may be a need for a large advertising and education campaign to highlight AMOLED’s advantages compared to LCD TV.
After IFA 2012, Korean panel makers lost some confidence in AMOLED, and began to feel that they could not justify a further investment into capacity expansion for AMOLED. At the same time, the visual quality of 4Kx2K became clearer to consumers. For panel makers, 4Kx2K LCD TV seems to be easier to manufacture than 4Kx2K AMOLED TV."
Much stronger second quarter???
They project 10% q/q growth which means $29.8mm. In Q2 of 2011 Zhone did $31.3mm so Q2 2012 revenues will be down 5% y/y.
That aint strong...thats weak. Zhone's revenues are decellerating and the CC today was a disaster.
will make your Audi of the future glow like a phosphorescent jellyfish (video):