Posts by slacker711

The press release does indicate that they are going to announce ship dates and pricing for other countries in the coming weeks. I would still expect sales volumes to be tiny. IMO, this doesnt really tell us much about the future...

Quote:Do you have any sense of what you might think that "reasonable" 2014 set will run? Are we talking $5,000? Now it is always possible that I am underestimating the stupidity of their C level execs, but I dont believe that LG or...

FWIW, LG Display gave some commentary on their OLED TV plans. The 55" OLED will be released on a "promotional" basis this year with real volumes as well as the decision on the commercial Gen 8 fab coming next year. A Korean newspaper...

Samsung says they are planning on a 4th quarter roll-out for their OLED television. http://view.koreaherald.com/kh/view.php?ud=20120831001179&cpv=0

Quote:Originally Posted by rogo Slacker, I believe they will effectively increase capacity. I'm just not persuaded that they will do more than increase yields. Let's say they get yields up to 75% such that they can make 35,000...

Quote:Originally Posted by rogo I don't believe they are going to "up capacity" to increase supply for 2013. I believe that their current pilot line, with improved yields, will satisfy demand for 2013. And given that they are almost...

From the CEO of LG Display. http://www.koreatimes.co.kr/www/news/tech/2012/08/133_118051.html Quote:LG is competing with Samsung in the race for OLED televisions. Han denied speculations that his firm will fail to release OLED...

LG OLED TV site is up. It looks like there will be three separate designs. http://www.lgoled.tv/index.html

Sharp LCD TV units were down almost 50% YoY. Besides all of the obvious structural problems at the Japanese vendors, the strong yen is just killing these...

Smarthouse is the worst rumor site I have ever read, and it isnt even close. I wouldnt believe them if they told me the sun was coming up tomorrow. You are certainly entitled to believe that. They have not run any ads in the U.S. that...