Aixtron- und die Banken stufen fröhlich auf kaufen
Oder geht am besten die nächsten Wochen schon 6 feet under.
sie werden sich trump fügen, und das machen sie jetzt schon in vielen bereichen. und das ist auch richtig so !
am ende muss ein freihandelsabkommen der EU und der USA stehen. zuzüglich australien, canada und japan.
das würde ein starker guter wirtschaftsraum sein.
obama hat damit vorgelegt und trump folgt dem.
http://news.mt.co.kr/mtview.php?no=2019050916233451193
Samsung QD-OLED investment, the reason why the rumor is only a few months
News2019.05.09 17:52
Samsung Display Cautiously Expands Stock ... Initial mass production expected after 2021
Samsung Display's Quantum Dot - Organic Light Emitting Diode (QD-OLED) Display investment has been confusing for several months due to speculation.
According to related industry on September 9, Samsung Display is still considering QD-OLED investment. Earlier, Samsung Electronics Co., Ltd. (SEC) and Samsung Display Co. (LGD) were scheduled to hold an investment deliberation committee in April to confirm QD-OLED investment, but investment was not decided.
The resumption of production of large-sized OLED panels by Samsung Display, which had been rumored to be rumored, has become a reality in the industry in earnest this year. Samsung Display, which has been conducting pilot tests before mass production of QD-OLED, unveiled prototypes of 65-inch QD-OLED for major customers at its CES 2019 private exhibition booth earlier this year. Market researcher IHS Markets said it plans to invest in the L8-2 line as well as the L8-1 line, which will produce the existing LCD panel, in March of this year. It is expected that the company will advance the plan to mass production in the second half of next year. However, these market research firms, securities firms, and media outlooks are estimates. A Samsung representative said, "The investment has not been delayed because we have never said when to invest," he said.
An industry official said, "Investment decisions appear to be lagging behind expectations," he said. "We will be cautious until we have a clear confidence in the quality of the sample, because it is a crucial decision to invest in Joe and will be a late participant in the OLED camp. "He said. In some cases, Samsung Electronics (42,800 won, 1450-3.3%) said that the delay in the production of OLED TVs is caused by delayed investment. When asked about the plan to launch QD-OLED TV at a press conference last month, Samsung Electronics' director of image display business at Samsung Electronics said, "QD-OLED is being developed at Samsung Display." There is no special plan for (TV) Display), "he said. A Samsung official said, "It is true that Samsung Display is developing it, but it is not appropriate to say when it will be hired when the panel is not yet mass-produced. We have never said that even if QD-OLED is mass-produced, we will not release the TV." Despite the fact that the party, Samsung, is holding its official stance, the speculation suggests that the resumption of Samsung's large-size OLED panel production will have a tremendous impact on the market. If Samsung Display's investment in QD-OLED is confirmed, significant changes in its business portfolio will inevitably occur.
In a recent report, IHS Markets predicted that Samsung Display will be able to mass-produce QD-OLED panels at a monthly capacity of 30,000 sheets per month if they convert L8-1 and L8-2 lines to QD-OLED. It can produce 970,000 units of 65-inch TVs a year. In addition, Samsung Display will supply 2.5% of Samsung's annual TV production and 5% of Samsung Electronics premium TV production if the initial QD-OLED panel quantity is supplied to Samsung Electronics.
An industry official said, "Conversion investments are an absolute blow to stakeholders and investors who have a stake in the company, and will be completely confidential until the final decision is made and equipment orders drop."
The company said, "Samsung Display's investment in QD-OLED will start in the third quarter, but it will take more than six months to bring in the equipment. After the trial production operation, the first batch of mass-produced products should be shipped in 2021." Although it is clear that there has been a significant gap between the expectations of the market that was buried in the stock market and the benefits of the actual companies, Samsung Display's direct LCD plan direction itself is still valid. "
http://www.newspim.com/news/view/20190509000128
aixtron sagte, wir haben 4 projekte für mehrere 100millionen umsatz in der pipeline. dazu kommen immer wieder übernahme gerüchte.
wenn ich das alles mal etwas abschwäche, dann könnte 1 bis 2 dieser 4 projekte natürlich auch mit einem grösseren JV partner zustande kommen. es muss nicht zwangsläufig OVPD sein welches zum erfolg führt.
Ein Folgeauftrag würde einen netten Kurshüpfer bescheren ... aber die erhoffte Kursexplosion wird es vorerst eher nicht geben ...
da bin ich mal gespannt auf die HV. sicherlich gibt es viele fragen zu den großspurig angekündigten 4 projekten die mehrere 100millionen umsatz bringen sollen.
entweder sie blamieren sich bis auf die knochen oder sie bekommen wirklich mal was auf die kette.
ich bin gespannt . meine gedanken schwirren aber immer in die richtung einer beteiligungsgesellschaft. entweder an aixtron selber, oder an eines dieser projekte.
aber das sind nur meine gedanken.
die informationslage ist sehr zwiespältig derzeit.
It is not clear to me why all OLED manufacturers ignore OVPD but one. Why is there appears to be an exclusive relationship with Samsung? Putting all the eggs in one basket so to speak. Is Samsung trapping Aixtron? Are the Chinese and LG allow to be in?
There is a 8.5G OVPD demo system in Aachen, are there other player actively using it to develop next gen products? If not, why? If there are, where do they stand?
Is Aixtron focusing on TV or phones? These are two totally different directions to take in developing OVPD, the phone requires FMM while TV does not. Where does phone stand if the Samsung application is only for QD-OLED? Or maybe it is for both??? Who knows?
Mitleser, habe ich 2 Links, die vielleicht etwas weiter helfen können.
Ich habe leider im Moment keine Zeit mich in die Materie einzulesen. Vielleicht hat jemand Lust?
OLED Manufacture: (OVPD) vs (VTE) - youtube
Organic Vapor Phase Deposition for Optoelectr onic Devices - Princeton PDF
Darin sind mit Sicherheit auch Stichpunkte enthalten, mit denen man weiter recherchieren kann ...
Schönes WE und steigende Kurse :-)
https://www.oled-info.com/...s-production-system-major-asian-customer
https://www.oled-info.com/aixtron-introduces-new-rd-tool-flexible
"G8.5 OVPD (2.25x2.5m) equipment built, demonstrated to give superior device performance to current VTE production method, material utilisation of 70%, uniformity ±2%. Over 400 hours continuous operation."