A few makers engaged in R&D for micro LED display products, despite many technological bottlenecks, are expected to take the initiative to begin trial production in the second half of 2017 at the earliest, according to industry sources.
LG will make the Largest OLED panel factory in Paju costing 9 billion USD
In the short to mid term the stock price is principally about Apple. $150 anyone?
World's first "stretchable" OLED display to be unveiled by Samsung this week Posted: 22 May 2017
"A 9.1-inch display that can bend in both directions"
Anybody (ynot) remember the formula for figuring out the relationships between the different lifetimes? slacker, that info can be found in Yifan Zhang's <a href="https://deepblue.lib.umich.edu/bitstream/handle/2027.42/107267/yfz_1.pdf?sequence=1">Ph
the great Zardoz
Apple's oled order moved up to 180 million panels ... from BGR "A new report suggests that will all change by the time the iPhone 9 comes out. The Korea Herald‘s investment site is reporting that Apple has already signed a deal with Samsung to deliver 180 million OLED panels in 2018. The screens have been ordered in two sizes, which hints heavily that Apple will return to its usual release cycle in 2018: two new iPhones with very similar features, but one with a regular screen and one bigger Plus version."
Lighting is growing as well and there were some interesting examples showcased. As we all know it is still expensive and will not add to the bottom line in the near future. Phones are continuing to capture more products and market share. I asked one of the manufacturers that had primarily LED products if their OLED product mix was growing and they said yes, though only by a small amount. We all wonder about OLED parody to LED in the TV market and it seemed to me that LED price to manufacture will remain cheaper. But again, the take away is that if the TV market for OLED grows double each year I do not mind if LED does as well. The varied types of displays showcased are phenomenal and are all going to be here soon.
I attended the SID conference yesterday. These are exciting times for OLED indeed. LED is a competitor and has some advantages in some areas. The take away is that there is room for both technologies to advance and indeed thrive. From micro to very large scale things are really heating up. VR is coming in a big way and OLED has an advantage in 20 mp per eye and the necessary motion latency (read blur). Auto displays for dashboard are phenomenal as are tailights.
CYNORA presents record results for high-efficiency blue OLED emitters
materials for OLEDs, has reached new performance records with its newest
Another important take away was that the OLED factories that are in place and being built are secure from conversion into LED factories. OLED demand is explosive and the build up for that is coming and in some ways already here. To convert to another technology would not be possible without scrapping all of the equipment and that will not happen.
From AMAT CC - "One of the key factors driving this growth is demand for large-format TVs, 60 inches and above. As customers optimize factories for these bigger screen sizes, they are investing in new Gen 10.5 capacity. In parallel, we see investment in mobile OLED getting stronger as confidence in the adoption rates of OLED technology increases. Recent forecasts indicate that 2/3 of new smartphones could have OLED displays by 2021 and screen manufacturers are accelerating their investment plans accordingly."
KSEA aka seeking alpha blog write Esleka is at it again.... Stock is up 125% since he started shorting it. Ignore his noise, ignore his lies. Congrats again to all OLED longs. Shorts have been taking in the $$$ and except for KSEA (since he enjoys that) are hurting!
Display Week 2017 Exhibition Notes... Stopped by the LA convention center to visit display supplier booths, sharing some observations 1. LG - All out on OLED, asked if they'd ever consider pursuing QLED, answer is a resounding no. Asked about Sam
May be reaching too far for this Connect the Dots but........UDC recently issued this statement "We are pleased to help scale up Adesis' operations as it continues to grow its CRO work in supporting the pharmaceutical, chemical, biomaterials, and catalysts industries. The integration of Adesis has progressed extremely well, and we believe the purchase of the building is the next step in facilitating the business' long-term growth plans. This will also support our increasing technical capabilities"
Now from Apple....Apple CEO Tim Cook test-drove a device that tracks his blood sugar, hinting at Apple's interest in the space
Tim Cook has been test-driving a glucose monitor to understand how his blood sugar responds to factors like food and exercise CNBC reported last month that Apple has a team dedicated to the "holy grail" in diabetes: Non-invasive and continuous glucose monitoring Cook iterated in a discussion with university students in February that Apple is "really excited" about its potential in health care
Waiting for the KSEA message saying he went short the market at yesterday's close.
Are we in a window for insider selling? Anyone know if and when it closes?
Let's see how long it takes to reach a new all time high. 100 200 400
Upgraded at UBS to outperform with PT of $200 🚀🚀🚀🤑🤑🤑