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Search: Posts Made By: slacker711
Forum: OLED Technology and Flat Panels General   05-03-2015, 03:06 PM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
Their E2 fab (flexible small display OLED)...

Their E2 fab (flexible small display OLED) capacity is pretty small. It is a Gen 4.5 fab with capacity for 14k substrates a month. That is enough for niche handsets like the Flex plus Apple's Watch...
Forum: OLED Technology and Flat Panels General   05-03-2015, 04:54 AM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
LG Display's 20F filing is out (equivalent to US...

LG Display's 20F filing is out (equivalent to US 10K). All kinds of comments about OLED's being the future of the display industry.

It looks like the E4 (M2) fab did start its ramp in December....
Forum: OLED Technology and Flat Panels General   04-27-2015, 04:57 AM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
FWIW, BOE recently received the go ahead for a...

FWIW, BOE recently received the go ahead for a Gen 10 LCD fab. I have no idea why they think that duplicating Sharp's venture will be a good idea but it is possible that their reasons arent economic...
Forum: OLED Technology and Flat Panels General   04-23-2015, 12:59 PM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
The number is simply the ranking for the set...

The number is simply the ranking for the set within the Electronics category at Amazon. Just search for "Best Sellers Rank" on the page.
...
Forum: OLED Technology and Flat Panels General   04-23-2015, 05:14 AM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
I should also say I doubt that they have actually...

I should also say I doubt that they have actually hit LCD yield levels. The number that they gave out at a conference at the beginning of April was 80 to 90% and I doubt it has risen to the mid-90's...
Forum: OLED Technology and Flat Panels General   04-23-2015, 05:10 AM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
Yes, LGD reiterated their 600,000 unit target...

Yes, LGD reiterated their 600,000 unit target during both their Korean and English conference calls. They did say that any change in the unit target would happen because of a mix shift and not...
Forum: OLED Technology and Flat Panels General   04-22-2015, 08:44 PM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
I have no idea why an article using sources...

I have no idea why an article using sources received more attention than the one with direct statements from LGD, but for the record, they reiterated their 600,000 unit target for this year and 1.5...
Forum: OLED Technology and Flat Panels General   04-22-2015, 04:54 AM
Replies: 885
Views: 45,477
Posted By slacker711
HDTVtest reviews the 55EG960v. ...

HDTVtest reviews the 55EG960v.

http://www.hdtvtest.co.uk/news/55eg960v-201504224046.htm
Forum: OLED Technology and Flat Panels General   04-22-2015, 04:18 AM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
LG Display reiterated their outlook for a 600,000...

LG Display reiterated their outlook for a 600,000 unit target this year and 1.5 million next year.

http://www.globalpost.com/article/6524260/2015/04/22/2nd-ld-lg-display-returns-profit-q1
Forum: OLED Technology and Flat Panels General   04-11-2015, 04:06 PM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
A few points. 1) I dont think that OLED's...

A few points.

1) I dont think that OLED's can become the dominant display technology from a unit standpoint with vapour deposition. I think they are on course to become the dominant display...
Forum: OLED Technology and Flat Panels General   04-11-2015, 08:47 AM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
To take the opposite tack, what would the path...

To take the opposite tack, what would the path towards a shut down of OLED production by the end of 2016 look like?

Again, this wouldnt happen overnight. LG Display would communicate issues to...
Forum: OLED Technology and Flat Panels General   04-11-2015, 05:16 AM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
My expectation has always been that they would...

My expectation has always been that they would make a decision on M3 by the end of this year.

I am pretty sure I laid out a timeline for how I figured this would go. Rumors from analysts in the...
Forum: OLED Technology and Flat Panels General   04-11-2015, 04:58 AM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
The way I evaluate this is what is the CEO of LG...

The way I evaluate this is what is the CEO of LG Display trying to communicate to his investors?

Companies rarely drop capex suprises onto their investors. You'll hear rumors about the building...
Forum: OLED Technology and Flat Panels General   04-10-2015, 05:44 PM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
And right on schedule, we get some commentary on...

And right on schedule, we get some commentary on a possible M3 fab...and it is straight from LGD's CEO.

http://www.wsj.com/articles/lg-display-forges-ahead-on-oled-tv-technology-1428701581


...
Forum: OLED Technology and Flat Panels General   04-10-2015, 05:11 AM
Replies: 2
Views: 415
Posted By slacker711
That puts it a bit below the 55JS9000 which is...

That puts it a bit below the 55JS9000 which is selling for 3099 pounds in the UK right now.

In the US, the 55JS9000 is selling for $4000.
Forum: OLED Technology and Flat Panels General   04-07-2015, 01:24 PM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
Yes, 600,000 is not a "ton". That is less than...

Yes, 600,000 is not a "ton". That is less than .3% of the market. The marketing director is trying to explain that OLED's wont be close to a mainstream technology this year and they arent supposed...
Forum: OLED Technology and Flat Panels General   04-07-2015, 12:59 PM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
I would just note that the comment on pricing...

I would just note that the comment on pricing isnt even a direct quote.

There is a direct quote saying that they are selling everything they can make.

They both seem like marketing spin to me,...
Forum: OLED Technology and Flat Panels General   04-06-2015, 06:37 PM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
FWIW, that article has an English language...

FWIW, that article has an English language confirmation of the yields that I posted earlier. If they have confidence in the 4K projection, we should start hearing rumors about M3 this summer.
Forum: OLED Technology and Flat Panels General   04-02-2015, 04:06 AM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
Nothing in English yet, but there are a number of...

Nothing in English yet, but there are a number of articles in the Korean press that indicate that LGD stated at a Korean OLED conference that 1080p yields have hit 80 to 90% and that they expect 4K...
Forum: OLED Technology and Flat Panels General   03-28-2015, 10:33 PM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
I said this a very long time ago...if Samsung...

I said this a very long time ago...if Samsung thinks that OLED's are going to start taking significant share that they will switch to WRGB and let the IP chips fall where they may.
...
Forum: OLED Technology and Flat Panels General   03-27-2015, 04:27 AM
Replies: 1,871
Views: 93,661
Posted By slacker711
Nice find. That matches up with some of the...

Nice find. That matches up with some of the references that stated that LG would be launching a cheaper 55" 4K set at IFA. I believe HDTVTest said that pricing would be in line with the current...
Forum: OLED Technology and Flat Panels General   03-20-2015, 05:48 AM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
It looks like LG has begun a full fledged...

It looks like LG has begun a full fledged branding campaign for OLED's. I probably saw their commercial a half dozen times yesterday during the tournament.
Forum: OLED Technology and Flat Panels General   03-15-2015, 06:47 AM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
No, you have it right. Apple pulled back from...

No, you have it right. Apple pulled back from Samsung as a component supplier a few years ago due to the various issues surround patents/design of their Galaxy series.

The trials go on, but the...
Forum: OLED Technology and Flat Panels General   03-14-2015, 09:26 PM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
Cost would be comparable or perhaps cheaper. ...

Cost would be comparable or perhaps cheaper. Samsung is claiming cost parity with LTPS LCD this year.

I think the advantages would be all of the general reasons people want the highest quality...
Forum: OLED Technology and Flat Panels General   03-14-2015, 09:08 PM
Replies: 12,064
Views: 1,156,515
Posted By slacker711
I have been shooting down the idea of Apple...

I have been shooting down the idea of Apple moving to OLED for years, but it is at least a possibility now.

1) LGD is a possible 2nd source. They are supposedly planning on building a Gen 6 fab...
Showing results 1 to 25 of 805

 
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