Aixtron- und die Banken stufen fröhlich auf kaufen
was gibt es zu kammelen??? Klasse Ausdruckausdruckweise. Ich dachte Kammelle werden an Fassnacht an die Jecke ausgeworfen.
Ich werfe jedenfalls keine ollen LV-Kammelle oder versuche deren Verhalten zu interprätieren.
Nächte Woche ist HV und wenn erst mal das Öl steigt ........es küt wie es küt.
Alaaf
baggo-mh
cc. Gimjeonghwan Betriebsperiode nach Korea Investment & Securities Forscher sagte: „QD-OLED Capex Entscheidung Monat verzögert wird 6-7 als zwei Monate zu spät erwartet zu erwarten“, „Übergang geplant zeiliges LCD und noch ein Panel, LCD-Panel-Preise stabil produzieren "Sagte die Aussage.
http://m.newspim.com/news/view/20190509000128
http://www.sisajournal-e.com/news/articleView.html?idxno=199809
Samsung Display to regulate QD-OLED investment
Approval 2019.05.07 18:06
Preparing for 8.5G-based pilot test · Mass production expected after end of next year
· Entering large OLED market · Burdening customer difficulties
Samsung Display is expected to decide on QD-OLED large panel investment until early second quarter, but it is delayed. Samsung Display is expected to enter the large-size OLED market following small-to-medium-sized OLEDs, but it is deepening the anxiety. Even if the actual mass production is decided, the industry forecasts that the point will be at the end of next year.
An industry representative on the 7th said, "We know that Samsung Display is making 70-inch and 55-inch products at pilot level." The official production date is expected to be the end of next year or early 2021, "
Samsung Display is reportedly preparing to invest in converting the existing 8G LCD production line into a QD-OLED line this year. Japan's Canon Tokido is expected to complete its development by the end of this year to supply large OLED deposition equipment to Samsung Display in line with its pilot line investment. The industry expects that Samsung Display will convert one LCD production line to QD-OLED pilot production facilities this year.
"If we start to switch lines in the second half of the year, we will be able to operate one of the pilot lines next year," said Jung Woo-woo, a researcher at NH Investment & Securities.
In addition to the pilot line, it is also pointed out that investment in mass production lines can slow down investment rates in line with market conditions. It is pointed out that the barriers to entry into the large OLED market are high and it may be difficult for customers to secure large-scale new investments.
The industry is paying attention to Samsung Display's investment in 10.5-generation devices to mass-produce QD-OLEDs. The industry's preliminary observation is that Samsung Display will decide whether to invest in 10.5 generation through the investment deliberation committee last month.
An industry official explained, "The related investment deliberation committee was held in early April, and I know that I will report this to the vice chairman Lee Jae-yong this month." There is no decision yet on whether to invest in 10.5 generation. "
However, in the industry, Samsung Display is likely to slow down its investment in QD-OLED. Samsung Display, which has been focusing on small and mid-sized OLED development, has been barred from entering the business and it is inevitable that it will be hard to make large-scale investments without securing a clear client.
An official in the display industry said, "With Samsung Electronics announcing its strategy of going to micro LED and QLED two-track this year, Samsung Display may suddenly announce plans to launch QD-OLED business. I think there are many. "
@ Floppler: 19€ werden wohl so schnell nicht wieder kommen, alleine schon deshalb, weil hier viele aus der Aktie wollen und verkaufen, sobald der Kurs nur Luft schnappt, leider...
Thanks for sharing the article above, however the translation is not ideal in my view. Does it clearly state the reason for the delay? I only read “anxiety” and that they don’t have a customer? Both sounds a bit strange to me.
What is your view on the situation? What can cause a delay and is that not usual in these ground breaking technology steps? What are you hearing from the other companies you are invested in and other industry sources?
Thanks for your input!
Regards,
Fel
The decision on mass production is delayed and it appears to be more about whether to go with 10.5G.
The article indicates QD-OLED pilot plant is on going and is likely 8-8.5G since that is converting the existing 8G LCD line.
Samsung not only would sell its QD-OLED TV's, it needs to sell its QD-LED panels to other TV manufacturers as well. In addition, I suppose that Samsung Displays need to sell its QD-OLED panels to Samsung Electronics that makes and sells the Samsung TV's. Remember LG not only sells its own WOLED TV's but it sells its WOLED panels to Sony and other TV makers. At this early stage, I guess Samsung Display can not find TV manufacturers, perhaps including its own Samsung Electronics division, to commit huge investment on unproved 10.5G QD-OLED technology. Therefore the final decision on mass production would depend on market condition down the road.
The fact that they need to sell the OLED panels to other TV customers as well should not be knew right? They should have included that in their original plans?
So if I understand you correctly it is more about going to the next technology level 10.5, that has really changed?
Not sure if this is all so material or “normal” changes within such a complex technology step.. what’s your view here?
Regards
und aixtron hat mit zöllen nicht's am hut.
viel wichtiger ist die zukünftige samsung entscheidung, das scheint derzeit etwas zu eiern. könnte bauchschmerzen verursachen.
Nun ja, mit meiner lang gehaltenen Aix-Aktie brauche ich wohl Geduld bis ins Rentenalter. Ich hege noch einen anderen Verdacht: Mr. America first! Wen würde es nicht wundern, wenn hier nicht massiv Einfluss genommen würde. Seit dem Veto von Obama, ist die Aktie in den Fokus der Welt geraten. Was generiert sich unter Trump`scher Politik? America first, dito Veeco. Wir befinden uns in einem Wirtschaftskrieg und solange die Bundesregierung dagegen nichts macht, machen wir Aktionäre hier den Abflug!