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Forum: OLED Technology and Flat Panels General   05-13-2017, 06:50 AM
Replies: 13,923
Views: 1,364,663
Posted By rogo
I'm not doing this math now, but a couple of...

I'm not doing this math now, but a couple of things worth noting (for someone, or me, to do it later):

1) Fixed cost should be easily calculated with a small-ish error margin. The fab has a...
Forum: OLED Technology and Flat Panels General   04-28-2017, 04:18 PM
Replies: 13,923
Views: 1,364,663
Posted By rogo
Right, I agree there were good sales of 2016...

Right, I agree there were good sales of 2016 models in Q1.

I also tend to think that, yes, OEM is working well. Especially with LG pricing so high, leaving OEMs in position to make big margins...
Forum: OLED Technology and Flat Panels General   04-27-2017, 04:59 PM
Replies: 13,923
Views: 1,364,663
Posted By rogo
There is no chance in upside to consumer demand...

There is no chance in upside to consumer demand at anything resembling current prices, that's for sure. The holiday quarter is far and away the most important of the year. Last year, you could buy an...
Forum: OLED Technology and Flat Panels General   04-24-2017, 05:59 PM
Replies: 13,923
Views: 1,364,663
Posted By rogo
Lifetime is actually far more important than...

Lifetime is actually far more important than efficiency. You can somewhat game efficiency shortfalls with larger area. But if you haven't got lifetime in the same ballpark, it doesn't matter.
Forum: OLED Technology and Flat Panels General   04-21-2017, 05:56 PM
Replies: 78
Views: 4,845
Posted By rogo
Most other features like that come out of chipset...

Most other features like that come out of chipset tweaking and often start with third parties who make the chips.

3-D has actual equipment needs (filters, some dedicated circuitry?) and also...
Forum: OLED Technology and Flat Panels General   04-05-2017, 12:51 AM
Replies: 30
Views: 991
Posted By rogo
OLED is already winning share without even 1,000...

OLED is already winning share without even 1,000 nits. Within 5 years, it will have 80% or more of the premium TV market.

China is investing in LED LCD, which will drive prices on LCD even lower....
Forum: OLED Technology and Flat Panels General   04-05-2017, 12:35 AM
Replies: 6
Views: 249
Posted By rogo
That's an impossible question. Calls for...

That's an impossible question. Calls for speculation as to tech development. And one of those techs is just a lab experiment right now.
Forum: OLED Technology and Flat Panels General   04-04-2017, 02:10 AM
Replies: 16
Views: 593
Posted By rogo
Some data on the state of the TV market

I've often suggested here that the world may see a lot fewer TVs sold in the future. In the present, however, things may well be stable coming off the depths of the Great Recession.

1) Last year,...
Forum: OLED Technology and Flat Panels General   04-04-2017, 01:17 AM
Replies: 30
Views: 991
Posted By rogo
Where by "several years away" you could...

Where by "several years away" you could reasonably substitute the word "never".
Forum: OLED Technology and Flat Panels General   04-04-2017, 01:14 AM
Replies: 13,923
Views: 1,364,663
Posted By rogo
Feels likely that if a 75 comes out of P10, then...

Feels likely that if a 75 comes out of P10, then the 77 goes away. And by then, perhaps the current lines start making a low-volume 85 (or whatever size they pick).
Forum: OLED Technology and Flat Panels General   03-31-2017, 03:12 PM
Replies: 2,061
Views: 151,436
Posted By rogo
I'm not worried or impatient; I'm not a buyer...

I'm not worried or impatient; I'm not a buyer this year.

I just think we need to understand that the 65-inch models went from $3000 --> $5000 with the new launches. That's literally 66% higher and...
Forum: OLED Technology and Flat Panels General   03-30-2017, 10:44 PM
Replies: 2,061
Views: 151,436
Posted By rogo
Yes, all the pricing is terrible across the...

Yes, all the pricing is terrible across the board.

There's reason to believe that by year end the price will barely be any lower than a year ago. In fact, there's reason to believe it won't be...
Forum: OLED Technology and Flat Panels General   03-29-2017, 10:55 PM
Replies: 2,061
Views: 151,436
Posted By rogo
It's out on Costco.com.

It's out on Costco.com.
Forum: OLED Technology Great Found Deals!   03-29-2017, 10:52 PM
Replies: 38
Views: 2,825
Posted By rogo
The price is awful, but there are a couple of...

The price is awful, but there are a couple of sweeteners:

1) There's a $200 Costco cash card if you buy.

2) There's a promo to give you a free 3-year SquareTrade warranty.

So there's...
Forum: OLED Technology and Flat Panels General   03-21-2017, 11:50 PM
Replies: 13,923
Views: 1,364,663
Posted By rogo
I'd agree it's printing. I would just...

I'd agree it's printing.

I would just reiterate it isn't OLED printing.

It's TFE printing.
Forum: OLED Technology and Flat Panels General   03-17-2017, 03:31 PM
Replies: 13,923
Views: 1,364,663
Posted By rogo
Note again, per xrox's post, the distinction...

Note again, per xrox's post, the distinction between TFE and printing OLEDs.

Read this post from Kateeva:...
Forum: OLED Technology and Flat Panels General   03-16-2017, 10:06 PM
Replies: 13,923
Views: 1,364,663
Posted By rogo
"They know where they are now, and they already...

"They know where they are now, and they already know how long it will take to get the product to where it needs to be. "

Literally no company can predict this kind of thing. Let alone a startup.
...
Forum: OLED Technology and Flat Panels General   03-10-2017, 11:58 PM
Replies: 13,923
Views: 1,364,663
Posted By rogo
They sell encapsulation technology (via their...

They sell encapsulation technology (via their machines) today. That doesn't mean they are printing OLEDs.

It's my understanding, they are conducting business to sell mfrs. thin-film encapsulation...
Forum: OLED Technology and Flat Panels General   03-09-2017, 06:03 PM
Replies: 13,923
Views: 1,364,663
Posted By rogo
Or, Kateeva is continuing to make money selling...

Or, Kateeva is continuing to make money selling encapsulation technology and still has no real idea when a workable blue soluble OLED is going to be available.

One of those two.
Forum: OLED Technology and Flat Panels General   03-06-2017, 06:43 PM
Replies: 157
Views: 11,847
Posted By rogo
It should be the same entirely, except for...

It should be the same entirely, except for cosmetics.
Forum: OLED Technology and Flat Panels General   02-25-2017, 06:46 PM
Replies: 2,061
Views: 151,436
Posted By rogo
Slice this however you want. Pricing is down 16%...

Slice this however you want. Pricing is down 16% only on the entry model (save for any special deal Costco has). That's far less than the annual 30% price drops we've come to expect on tech like...
Forum: OLED Technology and Flat Panels General   02-21-2017, 02:42 PM
Replies: 2,061
Views: 151,436
Posted By rogo
Is it? By how much. $1000? That's 16%. I don't...

Is it? By how much. $1000? That's 16%. I don't see how that's good news.



I'm seeing pre-orders for the 65C7P at $4999.

https://www.crutchfield.com/S-OpV8WI2EcGW/p_68965C7/LG-OLED65C7P.html...
Forum: OLED Technology and Flat Panels General   02-20-2017, 11:51 PM
Replies: 2,061
Views: 151,436
Posted By rogo
I'm still not understanding how we're supposed to...

I'm still not understanding how we're supposed to consider $1500 price increases good news.

I know it's been extensively rationalized here. But $5000 for a TV that was $3000 and is currently...
Forum: OLED Technology and Flat Panels General   02-16-2017, 07:45 AM
Replies: 13,923
Views: 1,364,663
Posted By rogo
I'm sure the 10.5G vs. 11G thing is just...

I'm sure the 10.5G vs. 11G thing is just terminology. A distinction without a difference.

If lots of adoption is occurring around a particular substrate size, it would of course behoove LG to...
Forum: OLED Technology and Flat Panels General   02-15-2017, 09:30 PM
Replies: 13,923
Views: 1,364,663
Posted By rogo
Yes, that 77 had no particular reason to exist...

Yes, that 77 had no particular reason to exist given 98 was as efficient but that 77 might have been a good, practical choice given LG likely had issues (initially) building rigid enough, super thin...
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