SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : LPL -- leader in World's TV Industry
LPL 5.010+3.9%Oct 31 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: chessboard_andy12/15/2020 11:59:21 AM
1 Recommendation

Recommended By
richthedude747

  Read Replies (1) of 76
 
Lovely Gap Up. Clear skies ahead.

The only substantive news I find is this: LG Display considers converting E5 line for iPhone OLED supply (credit @IMANOLEDGUY on OLED board.) My view is that this is more related to the holding of resistance and secular trading trends rather than news-based evangelism about iPhones.

The article is net positive, but in addition to confirmation of Apple (positive) it also indicates that automotive is not about to explode (negative). No real capacity addition indicated, but there can be a definite revenue advantage to LGD. It also confirms robustness in the small screen space.

If there is other news related to PAJU and large screens, I can't find it.

Anecdotally, OLEDs do seem to be moving at the local area Costco's from my informal inventory checks in the DFW metroplex. Profitability in all phases of OLED production by LGD would definitely be welcome.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News