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Universal Display Corp. Message Board

stenvandervlugt 2 posts  |  Last Activity: Nov 6, 2014 5:44 AM Member since: Sep 19, 2012
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  • Sammi Huang, Taipei; Alex Wolfgram, DIGITIMES [Thursday 6 November 2014]
    Samsung Display is considering slashing pricing for the technology to end customers in order to spur growth.
    Industry sources in the supply chain said Samsung has been visiting handset customers primarily based in China to discuss reduced pricing for AMOLED panels. The move would allow Samsung to increase utilizations at its AMOLED fabs and potentially allow vendors to use the technology in handsets other than high-end units, therefore increasing visibility and potential demand for AMOLED in the future

  • In fact, it’s likely the speed of LG’s OLED price erosion that’s forcing its rivals to keep their own OLED plans on the back burner – especially as this price erosion is founded on LG’s seemingly substantial head start over its rivals when it comes to mass-producing OLED panels.

    OLED TVs have traditionally been notoriously difficult to build, with painfully low yield rates. But as LG explained at an October launch event in the UK for its 4K OLED TVs, recent panel design and manufacturing breakthroughs mean that its new ‘M2’ OLED factory will be capable of churning out 26,000 OLED ‘sheets’ a month. In fact, LG even went so far as to suggest that OLED TVs are potentially easier to make than LCD TVs.

    Sentiment: Strong Buy

OLED
26.40+0.81(+3.17%)Dec 17 4:00 PMEST

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