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Forum: Flat Panels General and OLED Technology   07-02-2014, 07:20 PM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
Interestingly, I think your take on this matches...

Interestingly, I think your take on this matches the comments in the OLED-A whitepaper. If throughput to hit a certain yield is even slower than expected, it would further increase the capex gap...
Forum: Flat Panels General and OLED Technology   07-02-2014, 02:30 PM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
Any guesstimate would have a such a huge error...

Any guesstimate would have a such a huge error range as to be fairly worthless.

I can say that any price projection under $2000 is not happening anytime soon and I will also say that the pricing...
Forum: Flat Panels General and OLED Technology   07-02-2014, 12:51 PM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
If you told me that, I would tell you to go get a...

If you told me that, I would tell you to go get a new calculator.

and nobody expects the 4K 77" model to cost under $2000.
Forum: Flat Panels General and OLED Technology   07-01-2014, 06:47 PM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
So then you should know that if Samsung was...

So then you should know that if Samsung was planning on selling 25,000 OLED televisions in the 4th quarter (never going to happen), the screen area required would be about 1/5th of their mobile OLED...
Forum: Flat Panels General and OLED Technology   07-01-2014, 06:16 PM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
First answer me this, how do you think you know...

First answer me this, how do you think you know whether Samsung is ordering anything right now?
Forum: Flat Panels General and OLED Technology   07-01-2014, 06:08 PM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
Post OTOH, your sig is the absolute truth. :D

OTOH, your sig is the absolute truth. :D
Forum: Flat Panels General and OLED Technology   07-01-2014, 06:06 PM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
Young claims that they have hit acceptable yields...

Young claims that they have hit acceptable yields using SMS in that link.

I have never had your definitiveness on this issue. Samsung believed that they could do it and clearly failed in their...
Forum: Flat Panels General and OLED Technology   07-01-2014, 03:53 PM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
I dont think there is any chance that they are...

I dont think there is any chance that they are buying panels. I would wager quite a bit that LG Display would manage to leak that kind of news.

The question is whether Samsung is simply...
Forum: Flat Panels General and OLED Technology   07-01-2014, 11:37 AM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
This is still from Samsung's pilot fab. At a...

This is still from Samsung's pilot fab. At a minimum, they would still be 18 months behind LG in terms of a real commercial fab. More likely than not, they would need a new fab to begin production...
Forum: Flat Panels General and OLED Technology   07-01-2014, 10:36 AM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
DisplaySearch is reporting that Samsung will...

DisplaySearch is reporting that Samsung will launch a 55" 4K OLED at IFA. This is the fourth report I have seen with the same date so I think the odds are now that Samsung is indeed going to restart...
Forum: Flat Panels General and OLED Technology   06-27-2014, 08:16 AM
Replies: 93
Views: 7,840
Posted By slacker711
LG never said that.

LG never said that.
Forum: Flat Panels General and OLED Technology   06-26-2014, 12:06 PM
Replies: 93
Views: 7,840
Posted By slacker711
Translating UK pricing directly to dollars never...

Translating UK pricing directly to dollars never works. The cheapest that the 55EA9800 managed to get in the UK was around 3100 pounds (~$5250). The standard price from the major UK online...
Forum: Flat Panels General and OLED Technology   06-26-2014, 06:52 AM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
I dont think that interpretation of the remarks...

I dont think that interpretation of the remarks is accurate. I think that the CEO was talking about the cost of the current expansion which adds 26,000 substrates to the existing capacity of 8,000...
Forum: Flat Panels General and OLED Technology   06-25-2014, 06:22 AM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
I guess we have the explanation on why Amazon has...

I guess we have the explanation on why Amazon has been out of stock for two weeks. The sets started selling fairly well when prices hit $3999, but all of those vendors are out of stock and prices...
Forum: Flat Panels General and OLED Technology   06-24-2014, 09:16 AM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
BOE definitely showed a 55" 4K OLED at SID, but...

BOE definitely showed a 55" 4K OLED at SID, but OLED-Info had previously speculated that this was supplied by LG Display. That never really made much sense. BOE is a panel supplier and the specs on...
Forum: Flat Panels General and OLED Technology   06-24-2014, 04:55 AM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
Straight from a LG Display blog, yields have hit...

Straight from a LG Display blog, yields have hit 80% and it seems we can expect price cuts of 30% to 40% in Q4.
...
Forum: Flat Panels General and OLED Technology   06-23-2014, 09:42 AM
Replies: 4,985
Views: 167,037
Posted By slacker711
55EA9800 teardown video for those interested. ...

55EA9800 teardown video for those interested.

https://www.youtube.com/watch?v=9FYbdCVJUrc
Forum: Flat Panels General and OLED Technology   06-22-2014, 05:20 PM
Replies: 93
Views: 7,840
Posted By slacker711
Robert Zohn has said to expect a launch in...

Robert Zohn has said to expect a launch in September. Why should we conclude that date is impossible by the middle of July?
Forum: Flat Panels General and OLED Technology   06-22-2014, 05:07 AM
Replies: 10,439
Views: 1,024,113
Posted By slacker711
A datapoint on the quality of the Tab S display. ...

A datapoint on the quality of the Tab S display. Samsung Display says that the 10.5" version has been tested by UL and shown to be 100% Adobe RGB accurate (this is in the translated text).
...
Forum: Flat Panels General and OLED Technology   06-19-2014, 12:44 PM
Replies: 93
Views: 7,840
Posted By slacker711
The source of this is a translation of an analyst...

The source of this is a translation of an analyst report. I dont see anything that indicates that LG endorsed or stated these numbers.
Forum: Flat Panels General and OLED Technology   06-19-2014, 12:43 PM
Replies: 93
Views: 7,840
Posted By slacker711
The 3rd quarter starts in July.

The 3rd quarter starts in July.
Forum: Flat Panels General and OLED Technology   06-19-2014, 03:45 AM
Replies: 4
Views: 565
Posted By slacker711
The power consumption for an OLED is usually...

The power consumption for an OLED is usually spec'ed with 40% of the screen on. Television/movies will likely come in below this figure. OTOH, if you are thinking about using your television as a...
Forum: Flat Panels General and OLED Technology   06-18-2014, 05:59 AM
Replies: 83
Views: 6,208
Posted By slacker711
If the end price to the consumer is $5000, LG...

If the end price to the consumer is $5000, LG Display is selling that panel for less than $2500. The rest is additional costs (electronics, shipping, manufacturing, warranty, etc) and margin...
Forum: Flat Panels General and OLED Technology   06-18-2014, 05:05 AM
Replies: 4,985
Views: 167,037
Posted By slacker711
FWIW, it looks like Micro Center stores are...

FWIW, it looks like Micro Center stores are getting new inventory. I know some of the NY stores were sold out a couple of days ago and they are now showing that they are back in stock.
Forum: Flat Panels General and OLED Technology   06-17-2014, 01:04 PM
Replies: 83
Views: 6,208
Posted By slacker711
LG Display and LG Electronics are not the same...

LG Display and LG Electronics are not the same company, though LGE does own 38% of LG Display. LG Display is losing a huge amount of money on OLED's right now and will sell the panels to any...
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