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Search: Posts Made By: slacker711
Forum: OLED Technology and Flat Panels General   07-30-2015, 01:33 PM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
For those interested, Samsung Electronics...

For those interested, Samsung Electronics reported their results last night. Page 3 has the breakdown of their revenues.
...
Forum: OLED Technology and Flat Panels General   07-28-2015, 09:23 PM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
A couple of points. 1) The CE division...

A couple of points.

1) The CE division within Samsung which covers their television sales isnt particularly profitable. When things are going well, it has margins in the low single digits. They...
Forum: OLED Technology and Flat Panels General   07-28-2015, 07:04 PM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
Assuming that LGD is currently gross margin...

Assuming that LGD is currently gross margin positive, and I believe that to be true, then $2500 or so is exactly where I expect the 55" 4K OLED to be priced next year. You should like that number,...
Forum: OLED Technology and Flat Panels General   07-27-2015, 10:33 PM
Replies: 675
Views: 45,353
Posted By slacker711
No, there are two new 55" models called the...

No, there are two new 55" models called the 55eg9470 and 55eg9450. LG did say they expect 55" 4K models to be the big driver of sales this year.

http://social.lge.co.kr/newsroom/he/oled_tv_0727/
Forum: OLED Technology and Flat Panels General   07-27-2015, 09:28 PM
Replies: 675
Views: 45,353
Posted By slacker711
I just know model numbers right now. Flat...

I just know model numbers right now.

Flat 4k
65EG9500
55EG9500

I believe these are Curved 4K
55EG9470
55EG9450
Forum: OLED Technology and Flat Panels General   07-27-2015, 07:12 PM
Replies: 675
Views: 45,353
Posted By slacker711
That statement refers to a new flat and curved...

That statement refers to a new flat and curved 55" 4K model. They are the same price (5.4 million Won) but that is more than 20% below the 55EG9600 which is already on the market for a little over 7...
Forum: OLED Technology and Flat Panels General   07-27-2015, 05:24 AM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
From a Korean newspaper. ...

From a Korean newspaper.

http://img.etoday.co.kr/pto_db/2015/07/20150727040004_683411_500_350.jpg
Forum: OLED Technology and Flat Panels General   07-27-2015, 04:40 AM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
LG has announced their new flat models in South...

LG has announced their new flat models in South Korea. The pricing below doesnt sound great in dollars, but they represent significant pricing cuts from what I can find for the current curved 4K...
Forum: OLED Technology and Flat Panels General   07-26-2015, 06:53 PM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
Yes, you are right that only makes sense in a...

Yes, you are right that only makes sense in a capacity constrained environment. There is simply no way that makes any sense when I look at the numbers so my assumption is that this is simply...
Forum: OLED Technology and Flat Panels General   07-26-2015, 05:08 PM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
LGD isnt supply constrained. They are demand...

LGD isnt supply constrained. They are demand constrained so the price cuts we have seen and the increased distribution should increase Q3 sales over Q2. The price on the 55EC9300 fell from $3500 to...
Forum: OLED Technology and Flat Panels General   07-26-2015, 07:39 AM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
We are mixing apples and oranges here but as an...

We are mixing apples and oranges here but as an estimate, the DS numbers indicate that sales were up around 2.5x from Q1 to Q2. That was after a price cut from $3500 to $2500 on the 55" 1080p set...
Forum: OLED Technology and Flat Panels General   07-25-2015, 07:23 PM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
The 35,000 unit number is from DisplaySearch and...

The 35,000 unit number is from DisplaySearch and sounds like it could be in the ballpark but has never been confirmed.

The most direct number that we have received was from LGD in that call. By...
Forum: OLED Technology and Flat Panels General   07-25-2015, 07:21 PM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
I expect LG to continue to be aggressive on...

I expect LG to continue to be aggressive on pricing through the back half of the year. I assume that Panasonic will also launch units in the 4th quarter and that LG will continue to expand their...
Forum: OLED Technology and Flat Panels General   07-24-2015, 07:26 AM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
LG Display transcript for those interested. ...

LG Display transcript for those interested.

http://seekingalpha.com/article/3353875-lg-displays-lpl-management-on-q1-2015-results-earnings-call-transcript
Forum: OLED Technology and Flat Panels General   07-23-2015, 10:16 PM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
The transcript will probably be out tomorrow but...

The transcript will probably be out tomorrow but LGD reiterated their 600,000 unit target for the year on their quarterly conference call. They expect 80% of their OLED units to be sold in the 2nd...
Forum: OLED Technology and Flat Panels General   07-20-2015, 04:13 AM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
English version of the article with an additional...

English version of the article with an additional datapoint.

http://english.chosun.com/site/data/html_dir/2015/07/20/2015072001013.html
Forum: OLED Technology and Flat Panels General   07-19-2015, 04:21 PM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
SUHD is Samsung's brand name for their 4K QD...

SUHD is Samsung's brand name for their 4K QD televisions so I was only referencing their sales. I would really need to restrict it though to the high-end of their SUHD line...which is the 8500, 9000...
Forum: OLED Technology and Flat Panels General   07-19-2015, 09:33 AM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
I cant find an English version of the article but...

I cant find an English version of the article but it sounds like LGE has announced that they have hit 15,000 OLED sales in South Korea for the first half.

...
Forum: OLED Technology and Flat Panels General   07-01-2015, 01:03 PM
Replies: 6
Views: 439
Posted By slacker711
They have already announced the flat version of...

They have already announced the flat version of the 4K model though it doesnt look like there will be a 1080p version. Here is the Swedish press release that gives an October date for the flat...
Forum: OLED Technology and Flat Panels General   07-01-2015, 06:09 AM
Replies: 6
Views: 439
Posted By slacker711
Two new models for Europe 55EG910V and 55EG920V

The 910V is a 1080p model and list price is 2299 Euros while the 920V is a 4K unit with a list price at 4199 Euros. I think street pricing will be significantly below current models
...
Forum: OLED Technology and Flat Panels General   06-28-2015, 08:52 AM
Replies: 1,558
Views: 57,527
Posted By slacker711
While every owner seems to be reporting some...

While every owner seems to be reporting some amount of this issue, am I wrong in thinking that this unit was worse than "average"? I had thought we had seen pics of owners units with decent...
Forum: OLED Technology and Flat Panels General   06-10-2015, 10:45 PM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
Some LGD yield rumors.... ...

Some LGD yield rumors....

http://english.etnews.com/20150611200002
Forum: OLED Technology and Flat Panels General   05-22-2015, 06:46 AM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
I think it will almost be binary in its outcome. ...

I think it will almost be binary in its outcome. If LGD does build the third fab with sufficient size to take over most of the high-end market, then I think you can count on more capacity coming on...
Forum: OLED Technology and Flat Panels General   05-21-2015, 06:51 AM
Replies: 675
Views: 45,353
Posted By slacker711
FWIW, Robert Zohn (on another board) says that...

FWIW, Robert Zohn (on another board) says that the EF9500 models will be out in September.
Forum: OLED Technology and Flat Panels General   05-20-2015, 11:57 AM
Replies: 12,270
Views: 1,170,618
Posted By slacker711
This shouldnt take multiple years. If they sell...

This shouldnt take multiple years. If they sell anywhere near 600,000 units this year, they'll have a good idea about their ability to increase demand as the price decreases. They also should have...
Showing results 1 to 25 of 837

 
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