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Universal Display Corp. Message Board

slacker7_11 33 posts  |  Last Activity: Apr 16, 2014 11:45 AM Member since: Sep 16, 1999
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  • Reply to

    Samsung flexing in 2015

    by qtmmnutcase Apr 16, 2014 7:12 AM
    slacker7_11 slacker7_11 Apr 16, 2014 11:45 AM Flag

    Reading is a skill. You should learn it.

  • Reply to

    Patent win in Europe

    by slacker7_11 Apr 11, 2014 11:31 AM
    slacker7_11 slacker7_11 Apr 11, 2014 6:51 PM Flag

    It looks like the decision came on Wednesday. What is the company waiting for?

    There is zero excuse for not getting litigation results out to shareholderes. In fact, it is a legal requirement. These decisions are material information and sitting on them should absolutely be a violation of Reg FD.

  • slacker7_11 by slacker7_11 Apr 11, 2014 6:49 PM Flag

    This should be its own thread.

    Yes, Sony used QD in their 2013 models and they dropped them in their 2014 models. It isnt an engineering problem like OLED TV's, so what happened? Cadmium? Performance? There is some reason why the vendor that is most familiar with QD decided it wasnt worth adopting in their 2014 models.

  • Reply to

    Patent win in Europe

    by slacker7_11 Apr 11, 2014 11:31 AM
    slacker7_11 slacker7_11 Apr 11, 2014 3:54 PM Flag

    Have you ever explained why Sony dropped Quantum dots from their 2014 lineup? Seems like a large hiccup on the path to world domination when your first customer only uses the product for a year.

  • Reply to

    Patent win in Europe

    by slacker7_11 Apr 11, 2014 11:31 AM
    slacker7_11 slacker7_11 Apr 11, 2014 1:54 PM Flag

    Look on Silicon Investor for a link.

    Can somebody send this to Doug? I'm having trouble accessing that email account to have him send it around.

    Absolutely insane that the company hasnt put out a press release. Wake up!

  • slacker7_11 by slacker7_11 Apr 11, 2014 11:31 AM Flag

    The EP870 patent that corresponds to the US '238 patent.was affirmed with amendment at a European patent trial.

    Big win. A loss would have been terrible. This win combined with the one in October should hopefully put to rest an possibility of non-UDC phosphorescent materials in the next few years. Still need to see the details on the amended claims though.

  • Reply to

    A new Blue Material?

    by qtmmnutcase Mar 4, 2014 11:44 AM
    slacker7_11 slacker7_11 Mar 4, 2014 2:36 PM Flag

    I think if they had a new dopant that they would have talked about a new emitting layer and not about an interlayer and intermolecular interactions.

  • Reply to

    A new Blue Material?

    by qtmmnutcase Mar 4, 2014 11:44 AM
    slacker7_11 slacker7_11 Mar 4, 2014 1:03 PM Flag

    SID 2014.

    47.3 - Invited Paper: Performance Improvement of Blue Phosphorescent OLEDs by Designing an Intermolecular and Interlayer Combination ( - )
    Kunimasa Hiyama, Hiroto Ito, Yasushi Okubo, Hiroshi Kita
    Konica-Minolta, Inc.

    Blue phosphorescent materials with longer lifetime and deeper emission color have been developed. Through development efforts, the importance of intermolecular and interlayer combination, as well as individual molecular design, was determined. An analysis and progress of blue phosphorescent material will be presented.

  • Reply to

    Steve's Comment About Blue Emitters

    by tenpenny227 Feb 28, 2014 8:18 AM
    slacker7_11 slacker7_11 Feb 28, 2014 8:26 AM Flag

    That is how management always talks as do any number of other management teams. They always leave it open ended so people can try and read between the lines. I think it is part of CEO/CFO training.

  • Reply to

    Thanks slacker and the SI crew...

    by zikzak2 Feb 27, 2014 2:44 PM
    slacker7_11 slacker7_11 Feb 28, 2014 7:12 AM Flag

    This will probably get buried today, but FWIW.

    1) All of my substrate numbers are in per month terms. I have read quite a few different estimates from various Korean analysts about Samsung's fab capacities. The best estimates that I have come up with are the following.

    A2 Phase 1 27,000
    A2 Phase 2 40,000
    A2 Phase 4 ~30,000

    I agree that the Phase 4 capacity ramped up slowly during Q3/Q4. My thought has been that they converted Phase 2 to green and used it for S4 capacity which would have given them 10m units a month or so. The Phase 4 capacity was meant for Note 3 production. I was estimating about 50,000 substrates a month for green capacity in Q3.

    2) Hmm, I had assumed that the Q3 number included the green emitter discount, but you are absolutely right that it could have come at the end of the quarter. It does look like that green emitter revenue held up well in Q4 so hopefully pricing will hold up going forward.

    FWIW, when I was running some rough numbers around green, I always applied a ~20% hair cut to the Q2/Q3 green revenue per substrate. I wanted to take into account potential further price cuts on emitters/host materials. "Tail end" doesnt always quite mean that discounts are over.

    Need the 10K now to really dig into Q4. I think it is legally required sometime today.

    Slacker

  • Reply to

    Thanks slacker and the SI crew...

    by zikzak2 Feb 27, 2014 2:44 PM
    slacker7_11 slacker7_11 Feb 27, 2014 3:14 PM Flag

    Thanks Zikzak, was getting worried .

    Yep, it is fine to be conservative with the guidance, but for the love of god, explain the assumptions! There are so many big unknowns this year that they need to give some details on what they have included.

    FWIW, the random Korean articles/analysts I have read seem to have written off Cheil getting the green host anytime soon. If it happens, I expect that it would be at the very end of the year (maybe with the A3 fab?). Unfortunately, that may also mean that red host is off the table for much of this year, though Duksan's stock has been performing better lately so maybe we'll get something sooner.

    The dream scenario is holding onto green and getting red. Revenues explode if that happens.

    If you get the chance, we'd love to have you join the discussion on SI. I always liked their interface better, but fact that you cant post links on Yahoo anymore makes everything 10x more difficult.

  • slacker7_11 by slacker7_11 Feb 27, 2014 2:41 PM Flag

    Isnt it time for a pre-earnings preview? ;-)

  • Reply to

    Forbes is suggesting iPhone 6 will use QD

    by jmuronis Feb 24, 2014 8:34 AM
    slacker7_11 slacker7_11 Feb 24, 2014 11:30 AM Flag

    Once Apple released iOS7, it was apparent that they were going to stick with LCD for at least a few years. That color scheme makes no sense if you are going with OLED.

    My guess is that the first OLED Apple uses for the iPhone will either be flexible or have a blue phosphorescent material. It is going to take that kind of jump in performance to force them away from LCD.

  • Reply to

    Forbes is suggesting iPhone 6 will use QD

    by jmuronis Feb 24, 2014 8:34 AM
    slacker7_11 slacker7_11 Feb 24, 2014 9:00 AM Flag

    Note that this is a just a single writer from Forbes who has no sources and is simply extrapolating from some comments.

    Regardless though, the iPhone 6 is going to use LCD. No chance on OLED, but there is a strong possibility of the flexible OLED getting into the iWatch.

  • Reply to

    Wedbush sees Q4 beat

    by videogo2000 Feb 21, 2014 3:54 PM
    slacker7_11 slacker7_11 Feb 21, 2014 4:29 PM Flag

    You would think that the guy could double check some simple facts. Samsung's OLED shipments declined last quarter. The percentage of green shipments might still have been up, but they are working off of a smaller base.

  • Reply to

    Emitter lifetime context question

    by radar_charlie Feb 20, 2014 10:03 AM
    slacker7_11 slacker7_11 Feb 20, 2014 12:00 PM Flag

    Why would higher pixel densities allow for a larger ratio of blue to red/green? I'm not following.

  • Reply to

    Emitter lifetime context question

    by radar_charlie Feb 20, 2014 10:03 AM
    slacker7_11 slacker7_11 Feb 20, 2014 11:37 AM Flag

    Yes, a blue for smartphones will need a far lower lifetime than for televisions. I think plasmas had to get to something like 50,000 hours before burn-in became less of an issue.

    With smartphones, I think something on the order of 10,000 could become commercially viable.

  • slacker7_11 by slacker7_11 Feb 20, 2014 8:17 AM Flag

    According to a source that GSMArena identifies as a "Samsung exec".

    That should give some decent visibility for management when they provide 2014 guidance and give a floor to 1st quarter earnings.

  • Reply to

    LG deal

    by jimpilner Feb 12, 2014 6:21 PM
    slacker7_11 slacker7_11 Feb 14, 2014 4:26 PM Flag

    For those who support signing another license fee based agreement with LG, what happens if LG/Samsung figures out how to print a phosphorescent OLED with good yields?

    OLED's would then be on a path to replace LCD's and yet UDC would seem to get little benefit. The increased area would be offset by drastically more efficient material usage and the license fees would only increase along the preset schedule. UDC already has revenue of only around 1% of total OLED sales. That number would likely fall further under this scenario.

    I really dont understand why anybody wants to take that risk.

  • Reply to

    LG deal

    by jimpilner Feb 12, 2014 6:21 PM
    slacker7_11 slacker7_11 Feb 12, 2014 7:00 PM Flag

    Yep, I liked the unequivocal statements about the length of the deal.

    Now please just get royalties instead of license fees. We are getting close to the point where it might actually make sense for LG to take the Samsung deal. Please dont offer that.

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