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How Could OLED Screens Shake Up Smartphone Supply Chains?
Monday, November 7, 2016 - 5:22pm | 909Read More...The evolution of technology is breathtaking, going beyond the imagination of even the most brilliant human minds. One technology used for creating digital displays in devices ranging from TVs to computer monitors (to mobiles to hand-held consoles to PDAs, etc.) is now making waves and is adopted by...
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Report: Apple's Next Phone Will Feature An OLED Screen
Monday, October 17, 2016 - 7:23am | 259Read More...Apple Inc. (NASDAQ: AAPL) is looking to make big changes in the iPhone and manufacturer a smartphone with a crisp LED display. According to a Bloomberg report, Apple is looking towards its suppliers in Japan to supply millions of OLED screens. The report added that Apple is engaged in talks...
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iPhone 8 Rumors Already Starting
Friday, September 30, 2016 - 7:39am | 301Read More...It hasn't been a full month since Apple Inc. (NASDAQ: AAPL) started selling its new iPhone 7 and iPhone 7 Plus, yet iPhone 8 speculations and rumors are now making their rounds. According to a Bloomberg report, Apple is in talks with Sharp, who may be tasked with displaying organic LED...
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Applied Materials Is Dreaming About OLEDs; Cowen Raises Target To $26
Friday, May 20, 2016 - 3:44pm | 541Read More...Cowen analysts led by Timothy Arcuri believe Applied Materials, Inc. (NASDAQ: AMAT) is "dreaming" about OLEDs and mid-$2 EPS under a TEL merger scenario. According to the analysts, sustainability is a valid concern, but multiple vectors continue to undermine the thesis — WFE share...
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If Apple Adopts OLED It Could Benefit These Stocks, Says HSBC
Tuesday, April 19, 2016 - 9:44am | 359Read More...HSBC said SAMSUNG ELECTRONIC KRW5000 (OTC: SSNLF), SFA Engineering and Duksan Neolux would be key beneficiaries if Apple Inc. (NASDAQ: AAPL) decides to adopt OLED displays for its iPhones. According to a report from Korea Herald, via MacRumors, Samsung will begin supplying Apple with OLED display...
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New-Look iPhone? JPMorgan On The Smartphone Display Evolution
Monday, April 18, 2016 - 7:43am | 310Read More...JPMorgan’s Narci Chang said Apple Inc. (NASDAQ: AAPL) may be considering a move towards an out-cell touch structure for the OLED iPhone in 2017. He believes Apple would adopt a structure similar to the film-based out-cell solution Samsung used for its Galaxy S Edge. TPK may be among the...
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10 New Findings About The Korean OLED Supply Chain
Thursday, April 14, 2016 - 4:47pm | 718Read More...Recently, UBS analysts attended an OLED Supply Chain Day in Korea, meeting with equipment suppliers including Duksan Neolux, Viatron, Invenia, Wonik IPS and AP Systems. From the meeting, the analysts concluded that their previous expectations regarding an Apple integration of OLED displays were...
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Universal Display's Stock Is Surging: Here's Why
Wednesday, December 30, 2015 - 1:42pm | 142Read More...Shares of Universal Display Corporation (NASDAQ: OLED) surged higher by more than 6 percent Wednesday after reports surfaced that Apple Inc. (NASDAQ: AAPL) plans on using organic light emitting diode (OLED) screens in its future iPhones. Universal Display is a developer of organic light...
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How OLED Demand Could Boost Samsung, Other Asia-Based Peers
Tuesday, September 8, 2015 - 1:10pm | 309Read More...A new report by HSBC analyst Ricky Seo takes an in-depth look at the booming organic light-emitting diode (OLED) business. Seo believes that the recent strength in OLED will continue in coming years and Samsung Electronics Co Ltd (OTC: SSNLF) and other Asian manufacturers will be the major...
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Checking In With An iPhone 7 Supplier
Thursday, March 26, 2015 - 8:18am | 113Read More...In a report published Wednesday, JP Morgan analyst Narci Chang commented on Japan Display –- a possible supplier to Apple Inc. (NASDAQ: AAPL)'s iPhone 7 device. According to Chang, Japan Display's new fab, backed by Apple's prepayment, will increase its total capacity by 20 percent. The new fab is...
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Samsung's $13,000 OLED TVs Could be Faulty to the Tune of 70%
Thursday, June 27, 2013 - 12:01pm | 524Read More...Samsung (OTC: SSNLF) has begun selling curved OLED (organic light emitting diode) televisions in South Korea for $13,000. Those TVs, which retail for more than half the price of a brand-new Ford (NYSE: F) Fusion, promise to deliver a more immersive viewing experience. Samsung is expected to ship...
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Sony, Panasonic Join Forces for OLED Production
Monday, June 25, 2012 - 8:32am | 386Read More...Two prominent electronics manufacturers are teaming up to produce next-generation TV sets using OLED technology. According to the Associated Press, Sony (NYSE: SNE) and Panasonic (NYSE: PC) have decided to work together in an effort to compete more effectively against Samsung, the current world...
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Should You Be Bullish on the LED Industry?
Friday, November 18, 2011 - 11:17am | 472Read More...Early Friday morning, Goldman Sachs initiated analyst coverage on Cree (NASDAQ: CREE). Cree was initiated at "Buy" with a $40 price target, or nearly 50% higher than Thursday's closing price of about $27. Goldman also said that Cree was its "best LED buy idea". So should you also be bullish? Well...
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Light Bulbs Get Connected
Tuesday, May 17, 2011 - 1:30pm | 297Read More...For those interested in the energy efficiency sector, this week kicks off LightFair International. The trade show is the Super Bowl of architectural and commercial lighting. While it may seem boring, it is here that the latest in LED and OLED technologies have been unveiled. Analysts estimate that...
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Revisiting PANL as Risk Mounts
Monday, July 26, 2010 - 2:16pm | 663Read More...Several weeks ago we published our initial view on Universal Display (Nasdaq: PANL) - “PANL: Reaching Escape Velocity or Waiting for Gravity?” Since then, several items of note have come about, which along with the continued rise in PANL’s share price and therefore valuation (now 41x on an EV/2010...
