- In addition to launching fewer smartphone models (thus providing more manufacturing scale for the models that are launched), Samsung (OTC:SSNLF) plans to improve its mobile cost-competitiveness by lowering OLED display costs.
- Samsung Display exec Lee Chang-hoon: "One of the superior things about AMOLED is that [because it has no backlight] it can become cheaper to produce compared to LCD. We are prepared to compete directly with LCD."
- Lee adds Samsung Display, which depends heavily on Samsung Electronics for OLED sales, hopes to get half its OLED sales from other customers in three years. Universal Display (NASDAQ:OLED) would be pleased if that happened.
- Also: Samsung plans to offer a flexible display that can be folded in half (previous) by year's end. However, the company's production targets are modest for now: It's looking to make just 30K-40K flexible displays per month by the end of 2015.
- Universal closed up 4.3% today. Shares fell two weeks ago after Universal disclosed (along with its Q3 results) Samsung isn't using its green host materials in certain new products (the Note 4 is a strong possibility). On its earnings CC (transcript), Universal said it's working on "higher-performing cost-effective next-generation emitter and hosting systems."