DAX+1,36 % EUR/USD-0,04 % Gold-0,07 % Öl (Brent)+0,42 %

Universal Display : Plastikdisplays sind keine science-fiction! (Seite 55)



Begriffe und/oder Benutzer

 

Universal Display announces 1Q15 financial results
Press release, May 8; Alex Wolfgram, DIGITIMES [Friday 8 May 2015]


Universal Display has announced that for the first quarter of 2015 its net income of US$1.3 million, or US$0.03 per diluted share, on revenues of US$31.2 million, compared to net income of US$4 million, or US$0.09 per diluted share, on revenues of US$37.8 million for the first quarter of 2014.

"During the first quarter, we saw the introduction of new OLED displays, including flagship products from our top customers, which led to higher volumes of our red and green emitters sold, offset by volume pricing discounts. The quarter also reflected the continued downward trend of host sales, consistent with our expectations. As the year progresses, we expect the continued proliferation of OLED adoption in the marketplace to drive revenue growth in the second half of this year," said Sidney D Rosenblatt, Executive VP and CFO of Universal Display. "The broadening of the OLED display product portfolio from flexibles and wearables, including smartwatches, to high-end smartphones, mid-end smartphones, high-end tablets, Full HD and Ultra HD (4K) TVs, exemplifies the growing breadth of the OLED display market opportunity. On the lighting front, developmental activity continues to flourish as efficacy rates and lifetimes increase. Broadly speaking, we believe that OLED technology can provide the design freedom for display and lighting makers to dramatically alter the consumer and illumination landscape, and create differentiated, high-performing, energy-efficient, innovative products."

The company reported revenues of US$31.2 million, compared to revenues of US$37.8 million in the same quarter of 2014. Material sales were US$26.8 million, down 5% sequentially and down 24% compared to the first quarter of 2014, primarily due to a decrease in host material volume. Royalty and license fees were US$4.4 million, up from US$1.8 million in the first quarter of 2014.

No revenue was recognized under the Samsung Display (SDS) licensing agreement in the first quarter, as SDC is obligated to make licensing payments in the second and fourth quarters of the year. For 2015, the company expects to recognize US$60 million in SDC licensing revenues for the full year. Royalty revenue was also not recognized under the new LG Display (LGD) licensing and royalty agreement in the first quarter of 2015, as these revenues are recognized one quarter in arrears when the royalty amount is reported to us.

The company reported operating income of US$1.8 million, down from US$6.6 million for the first quarter of 2014. Operating expenses were US$29.5 million, compared to US$31.2 million in the same quarter of 2014. Cost of materials was US$8.6 million, compared to US$9.9 million in the first quarter of 2014, reflecting the decline in host material sales volume.

During the first quarter, the company generated US$47 million in operating cash flow, mainly stemming from the receipt of upfront license fees, prepaid royalties and milestone payments. These resulted in working capital increasing to US$367.9 million at the end of the quarter.
Universal Display Up on Prospects of Apple Adopting OLED
Shares of computer peripherals producer Universal Display Corp. (OLED - Snapshot Report) jumped 2.49% touching a high of $52.99, before closing a notch lower at $52.60, following speculations that Apple (AAPL - Analyst Report) will completely transition to organic light emitting diode (OLED - Snapshot Report) displays.

Apple launched its watch in April this year. The watch was the first Apple device to feature an active-matrix organic light-emitting diode (AMOLED) screen and marked a shift from LCD screens, which are used in iPhones and iPods. The AMOLED technology doesn't use a backlight to light up the screen, saving on space and power. This technology made way to the minute Apple Watch screen and lowered the space required to store all the different layers.

Finally, Apple's OLED adoption opens the door for it to use OLED displays in larger products - mainly the iPhone and iPad. Apple cannot afford to ignore OLED displays for long as those displays are superior to LCDs, and enable radical new design options such as curved or even bendable displays.

So now analysts anticipate Apple's OLED adoption to continue in its forthcoming products including iPads and iPhones also, which have much larger acceptance than its watch. Apple apparently has inked deals with Foxconn and Innolux to build a plant to produce flexible OLEDs for both smartphones and wearables and also a JV launched by Japan Display, Sony, and Panasonic (known as JOLED) to make OLEDs for upcoming iPads.

With reports of Apple’s transition to the superior OLED technology doing the rounds, Universal Display, being the leader in the market, expects to be approached. The rumors created excitement among investors, resulting in a boost in the company’s share price.

Universal Display (OLED - Snapshot Report) is an OLED research company, and one of the pioneers in the space. OLEDs are solid-state devices made of thin films of organic molecules that generate light with the use of electricity. OLEDs can offer brighter, crisper displays on electronic devices and are more power-efficient than traditional light-emitting diodes (LEDs) or liquid crystal displays (LCDs) used today.

Universal Display’s other customers include Apple’s competitors in the market, Samsung and LG Display (LPL - Snapshot Report). Universal Display has long claimed that Samsung Display is its single largest customer, given the application of its OLED materials in Samsung's popular high-end Galaxy smartphones. Samsung’s latest device Samsung Galaxy S6 and its curved-edge alternative, the Galaxy S6 Edge witnessed a strong reception and surpassed its predecessors, which was good news for Universal.

The success or failure of these devices also impacts suppliers. Therefore, Universal Display’s destiny lies in the hands of these companies. If the high-end smartphones don’t fare well, Universal Display's most significant revenue stream stands to suffer. And if they do, it’ll be good news for the company. If Universal Display is chosen by Apple as the OLED technology provider, it will be a great achievement for the company.

Universal Display currently has a Zacks Rank #2 (Buy). Another stock worth considering in the industry is Kyocera Corp. (KYO - Snapshot Report), sporting a Zacks Rank #1 (Strong Buy).

Quelle: http://www.zacks.com/stock/news/175805/universal-display-up-…

The future seems bright :cool:

Gruß
:):cool: baggo-mh
es scheint voran zu gehen...
LG reaches over 65% yields for 4K OLED TV panels, says report
Amy Fan, Taipei; Alex Wolfgram, DIGITIMES [Thursday 11 June 2015]

LG Display has reached 65% yields for its Ultra HD (4K) OLED TV panels and expects the percentage to increase to over 85% by the end of 2015, according to a report from Korea-based ET News.

4K OLED TV panels sized 65- and 77-inch have now reached 65% yields and are climbing while Full HD OLED units are now over 80%. LG believes that yields will be 85% and over by the end of 2015, meeting its aim to reach 80-90% in late 2015 and into 2016.

LG is also pursuing inkjet printing technology for producing OLED TV panels at its M2 facilities, which it says will greatly reduce costs and increase yields for the technology, the report added.

4K OLED TV shipments are expected to reach 510,000 in 2015 followed by 1.29 million in 2016 and 5.07 million in 2018, the report added.
im Mainstream angekommen:
AMOLED panels used in 20% of China smartphones sold during 1H15, says firm
Rebecca Kuo, Tainan; Alex Wolfgram, DIGITIMES [Monday 3 August 2015]

Approximately 15 million of the smartphones sold in China during the first half of 2015 used AMOLED panels, up 19.9% on year, according to Sigmaintell Consulting.

Overall smartphone shipments in the China market during the first half reached 201 million, down 1.7% on year, of which around 15 million were AMOLED units to represent a 19.9% share. The firm said the use of AMOLED was more for strategic purposes to have differentiated products in the market as the China handset market is starting to cool down.

Heading into the second half of 2015, vendors are expected to release even more smartphones equipped with AMOLED, with most supply coming from Samsung Display. As of the first half, China vendors that have used AMOLED panels from Samsung include Vivo, Oppo, Coolpad, Lenovo, and ZTE in addition to others.

Despite the cooldown in the first half of 2015, the firm said it expects smartphone shipments in China to grow 7-10% on year in the second half, and that total smartphone shipments in China during 2015 will grow 3-5% on year to 405 million.
Universal Display surges amid Apple patent application
Universal Display surges amid Apple patent application, LG OLED TV buzz
Nov 19 2015, 12:36 ET | About: Universal Display Corporation (OLED) | By: Eric Jhonsa, SA News Editor

Universal Display (OLED +9.6%) is up 17% over the last two days.:):cool: Possibly helping: The USPTO has published a patent application from Apple (has long been the subject of rumors it's testing/thinking of using OLEDs) for an integrated OLED display and touch panel, with a fingerprint reader underneath.

In the application, Apple states integrating an OLED stack and touch sensors on a silicon substrate "can allow for an extremely high number of pixels per inch," and that arranging OLED sub-pixels side-by-side with touch sensors "can also lead to a wider viewing angle display with a higher contrast ratio, higher brightness, and more vibrant colors without compromising touch sensitivity.

"Also: Reuters has published an article highlighting LG's recent OLED TV price cuts, made possible by recent production improvements and plant investments. Two sets now sell for less than $2K. LG Display (LPL +3.2%) recently promised to invest at least KRW10T ($8.5B) in OLED manufacturing through 2018.

Universal jumped two weeks ago after beating Q3 estimates and narrowing its full-year guidance. Shares are at their highest levels since August.

http://seekingalpha.com/news/2941696-universal-display-surge…

Gruß
:):cool: baggo-mh
Report: Apple to begin using OLED iPhone displays in 2018
Report: Apple to begin using OLED iPhone displays in 2018
Nov 25 2015, 15:09 ET | About: Apple Inc. (AAPL) | By: Eric Jhonsa, SA News Editor Contact this editor with comments or a news tip

Japan's Nikkei reports Apple (AAPL -0.5%) will launch iPhones sporting OLED displays starting in 2018. To date, the company has exclusively used LCDs for its retina displays.

The paper adds securing enough OLEDs to meet Apple's needs (the company sells over 200M iPhones/year) could be difficult, and that Apple will "work over the next year or so" with suppliers to see if it can obtain enough displays and eliminate technical drawbacks such as performance degradation.

iPhone LCD supplier LG Display (LPL +6.9%), which has already unveiled plans to invest ~$8.5B in OLED manufacturing through 2018, is said to be "planning capacity upgrades." OLED materials/IP provider Universal Display (OLED +5.2%) have caught a bid on the Nikkei's report; LPL was already higher on the day.

OLEDs have long been a staple on Samsung's Galaxy S and Note lines. Supporters of the technology praise its high contrast/deep blacks and potential thickness and power consumption advantages. Apple, however, has argued its LCDs provide superior color accuracy.

There have long been rumors Apple is thinking of adopting OLEDs. The company recently filed a patent application for an integrated OLED display and touch panel, with a fingerprint reader located underneath.

Earlier: Apple buys Star Wars motion capture tech developer FaceshiftFive months ago:

Apple reportedly working on iPhone design that eliminates home button

Die Aktie regiert schon mal mit einem Kurssprung von über 5%.

Gruß
:):cool: baggo-mh
Antwort auf Beitrag Nr.: 51.177.372 von baggo-mh am 25.11.15 21:22:24Apple tells supply chains it will use OLED in upcoming iPhones, says report
Vicky Chou, Taipei; Alex Wolfgram, DIGITIMES [Friday 27 November 2015]

Apple has notified supply chains that it intends to switch to OLED panels for iPhones released in 2017-2018 and is calling on display makers in Korea and Japan to begin expanding production for the technology, according to a new report from Nikkei Asian Review that quoted supply chain sources in Japan.

The report said Apple is aiming to release iPhones with OLED in 2017 but may be forced to wait until 2018 depending on supply and yield issues. Apple has been reluctant to switch to OLED because of these factors, coupled with instability dealing with the lifespan, luminosity and energy-saving capabilities small- to medium-size OLED panels currently possess.

Apple has outlined its requirements in terms of expected specifications for the displays and supply needed to meet iPhone shipments, which are expected to continue surpassing the 200 million mark a year over the next few years, the report added.

Currently there are three main panel makers looking to compete for orders from Apple: LG Display, Japan Display (JDI) and JOLED. The report indicated that panel makers in Japan are highly concerned over Apple's reported decision since they mainly focus on LCD production and development, with LCDs accounting for roughly 80% of JDI's total business.

JDI and JOLED however are expected to increase cooperation in developing OLED, setting up new research facilities in 2016 in order to begin producing various samples. The makers expect to mass produce OLED by 2018, the report added.

Sharp may be significantly affected by Apple's move as the panel maker has currently not put much investment into developing OLED displays.

Meanwhile, reports from Korea have recently stated that Apple has been seriously considering OLED for upcoming iPhones and also reiterated a likely time-frame would fall between 2017-2018. The reports have also leaked information that LG Display is expected to increase capacity as well as construct new OLED facilities in order to meet demand, such as the recently reported P10 fab expected to enter mass production in 2017.
OLED is Running
Why Universal Display Corporation Gained More Than 50% in November

http://www.fool.com/investing/general/2015/12/04/why-univers…

Wettbewerber: Peer Group von OELD:

SANAN OPTOELECTRONICS CO.,LTD (600703)
SKYWORKS SOLUTIONS INC
HANGZHOU SILAN MICRO
CIRRUS LOGIC, INC.
CIRRUS LOGIC, INC.

OELD verpasst :cry:

Nächste Chance kommt irgendwann !

Oberkassler
Antwort auf Beitrag Nr.: 51.258.414 von Oberkassel am 07.12.15 19:12:12
Wieso verpasst ??? - it is just the beginning
OLED TV
OLED Lighting

is still to come!!

Tapete an die Wand kleben......einstecken leuchtet ;):cool:
Fensterscheiben mit transparenter Folie bekleben......einstecken leuchtet ;):cool:

Und das ganz dimmbar und farblich zu steuern.

Sooooo sieht die Zukunft aus :D


Gruß
baggo-mh :):cool:
 Durchsuchen


Beitrag zu dieser Diskussion schreiben