SDC Urgently Needs Additional Installation of 20-30K Gen5.5 Rigid OLED Line

In order to respond to rapidly increasing OLED smartphone demand, Samsung Display( SDC ) is analyzed to require additional installation of Gen5.5 rigid OLED line and V1 line move.

Next 5 Years Global Gen8 LCD → OLED Complementary Investment USD 6,674 million…Korea 81%

For the next 5 years, 2016-2020, global Gen8 (8G) complementary investment ( LCD → OLED ) is expected to be total USD 6,674 million.

Sharp Increase for Q2 LGD’s 65`` OLED Shipment… OLED TV Enlargement Gaining Momentum

LG Display sharply increased their Q2 2016 65 inch OLED panel shipment. It is analyzed that OLED TV is entering active market growth and enlargement stages.

AUO , Q2 Sells More LCD Earns Less…Taiwanese LCD Industry Still Affected by Price Fall

LCD shipment of AU Optronics (AUO) in Q2 2016 increased but revenue decreased. AUO recently announced that they recorded revenue of NTD 80.09 billion (approx. USD 2,478 million) in Q2 2016. This is an increase of 12.6% from the previous quarter but down 13.2% from Q2 2015.

LG Elec. Estimates That Consolidated Operating Profit Came to KRW 584.6 billion for Q2

LG Electronics Inc. (LG) today announced its preliminary earnings results for the second quarter of 2016

Samsung Elec. Estimate That Consolidated Operating Profit Came to KRW 8.1 trillion for Q2 2016

Samsung Elec. announced its earnings guidance for the second quarter of 2016. Samsung Elec. estimates that consolidated sales came to approximately KRW 50 trillion, and consolidated operating profit of approximately KRW 8.1 trillion.

Q1 New OLED Product, Smartphone·Wearable Rapid Increase…LG Maintains TV Monopoly

Of the new OLED display equipped products released in Q1 2016, smartphone and wearable products significantly increased compared to the same period in 2015. However, for OLED TV sector, no news was reported in Q1 other than LG Electronics’ new product.

Panel Shortage for Chinese Smartphone Industry…Supply Discussion with Taiwanese Panel Companies

Recently, DigiTimes reported that Chinese smartphone companies are discussing supply with Taiwanese panel companies due to panel shortage. According to the report, executives of Chinese smartphone companies such as ZTE, Vivo, GiONEE, etc.

Ambitious Foxconn, Buys Nokia Mobile Phone Business

Foxconn, which became a focus of global attention with the Sharp takeover, bought Nokia ’s mobile phone business.

"Apple, to Use OLED More than Samsung Elec. from 2021" - UBI

A forecast that Apple will apply more OLED than Samsung Electronics from 2021 has been suggested. On 13 May, UBI Research hosted OLED Investment Analysis Seminar titled The Effects that Apple will have on Display Industry in Seoul, Korea. At this event, UBI Research’s Choong Hoon Yi estimated future flexible OLED smartphone market share.

2016 AMOLED Market, UBI Forecasts USD 14.8 Billion, IHS 15 Billion…Rapid Growth

The global AMOLED market is estimated to record USD 15 billion in 2016. According to IHS, market research company, 2016 global AMOLED market is expected to record USD 15 billion, an increase of 25% from 2015. IHS estimates that OLED’s low yield and lifetime are improving, and new markets such as VR are expanding.

Not Only Samsung and LG, but Also BOE and AUO…Panel Profit Plunges due to LCD

Although Samsung and LG both had smooth Q1 2016 for set businesses including TV, display sectors were different. The majority of the industry believes that global oversupply of LCD’s effects was great. Key LCD players in China, who could be seen as responsible for the LCD oversupply, also showed bleak performance.

AU Optronics Corp. Reports First Quarter 2016 Financial Results

AU Optronics Corp. ( AUO ) held its investor conference and announced its unaudited consolidated financial results for the first quarter of 2016.

LG Elec., Premium Focused Strategy Results in Highest Profitability 2016 1Q

LG Electronics Inc. (LG) today announced first-quarter 2016 operating profit of KRW 505.2 billion (USD 420.25 million), a 65.5 percent increase from the same period in 2015 on sales of KRW 13.36 trillion (USD 11.12 billion).

Samsung, Despite the Favorable TV Sales in Q1, Display Still in Deficit

Samsung Elec. today announced financial results for the first quarter ended March 31, 2016. Samsung’s revenue for the quarter was KRW 49.78 trillion, an increase of 5.7 percent YoY, while operating profit for the quarter was KRW 6.68 trillion, an increase of 12 percent YoY. In the company’s earnings guidance disclosed on April 7, 2016, Samsung estimated first quarter consolidated revenues would reach approximately KRW 49.0 trillion with consolidated operating profit of approximately KRW 6.6 trillion.

LGD Records 40 billion KRW Profit Against Expectations…“1 Million OLED TV Panel to be Shipped 2016”

LG Display reported today unaudited earnings results based on consolidated K-IFRS (International Financial Reporting Standards) for the three-month period ending March 31, 2016.

Apple Reports Second Quarter Results

Apple announced financial results for its fiscal 2016 second quarter ended March 26, 2016. The Company posted quarterly revenue of $50.6 billion and quarterly net income of $10.5 billion, or $1.90 per diluted share. These results compare to revenue of $58 billion and net income of $13.6 billion, or $2.33 per diluted share, in the year-ago quarter. Gross margin was 39.4 percent compared to 40.8 percent in the year-ago quarter.

2016 Global OLED Emitting Materials Market to Record $677Mn…94% by Samsung and LG

This year’s global OLED emitting materials market is expected to record US$ 677 million, approximately a 16% increase compared to 2015.

LED Market Revenue ↓ for First Time…2015, $14,300 Mn

Last year, the global LED market recorded its first decrease. This is analyzed to be due to aftermath of price competition. the spread of OLED is also one of the reason.

UDC’s 2015 OLED Emitting Materials Revenue $ 113 million, a 11% Decrease…Still Leading Market

UDC (Universal Display) that is dominating the global OLED emitting materials market, recorded 11% reduced OLED emitting materials revenue in 2015 compared to 2014. Despite the decreased revenue, it maintained its top place in the market.

Foxconn’s Large Size Panel Yield, Equal to Samsung·LG within 2016

Foxconn is expected to occupy approximately 22% of 2016 Q4 global large size panel yield, similar to the levels of Samsung Display and LG Display.