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Universal Display Corporation (OLED)

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  • Dec. 4, 2012, 6:57 PM
    Offering bigger displays than the iPhone has helped Android gain smartphone share ... can it help tablet OEMs trying to challenge the iPad's high-end dominance? While a Microsoft insider claims a 14.6" "Surface Book" is being considered, SamMobile passes on a rumor that Samsung (SSNLF.PK) is working on a 13.3" tablet with a built-in keyboard dock. Barring hardware advances, devices of such size will get uncomfortable to hold after a while. Separately, reports are floating around that the Galaxy S IV will feature a 5" 1080p OLED display and 13MP camera.
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  • Nov. 26, 2012, 9:29 AM
    Samsung's (SSNLF.PK) oversized Galaxy Note II appears to be at least as popular as its predecessor: channel sales of the 5.5" device have topped 5M less than 4 weeks after Samsung announced they had crossed 3M. The original Note produced 10M+ unit sales. Samsung's ability to hit high-end and low-end segments Apple has chosen not to target (either for margin or user experience reasons) is a big reason why its smartphone unit share is now in a league of its own.
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  • Nov. 19, 2012, 11:21 AM
    Samsung (SSNLF.PK) is suing LG Display (LPL) with the goal of having 7 of LG's OLED patents invalidated. The move comes two months after LG sued Samsung over the patents, and five months after Samsung employees were arrested for allegedly leaking circuit diagrams of Samsung's OLED panels to LG. If Samsung, which currently dominates OLED manufacturing, succeeds in slowing down LG's OLED ramp, it'll have repercussions for Universal Display (PANL).
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  • Nov. 14, 2012, 1:44 PM
    Samsung (SSNLF.PK) promises its flexible OLED displays, which can enable bendable gadgets, will enter production in 1H13. However, there's no still no date set for when the first products featuring flexible OLEDs will arrive. They can't come soon enough for OLED tech provider Universal Display (PANL), clobbered last week due to Samsung's decision to hold off on ramping the use of green host materials. Corning (GLW), whose Willow Glass supports flexible displays, could also benefit.
    | 3 Comments
  • Nov. 8, 2012, 12:45 PM
    Midday top 10 gainers: DUSA +38%. PRMW +23%. ARX +22%. RST +22%. ES +19%. FALC +18%. UPIP +18%. SAPE +17%. PRSC +17%. MWW +17%. Midday top 10 Losers: CPRX -62%. BCRX -39%. COBR -24%. PRSS -21%. CALI -21%. UPG -20%. SVNT -19%. TRU -19%. MITK -19%. PANL -18%.
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  • Nov. 8, 2012, 11:30 AM
    Universal Display (PANL -18.2%) is off yesterday's AH lows, but is still down sharply due to its Q3 miss, largely the result of Samsung's decision to delay ramping its use of green and host emitter OLED materials. Wedbush has downgraded shares to Neutral, and is troubled by earnings call remarks that Samsung can roll over its minimum purchases from one year to the next. Management wouldn't provide a timetable as to when green/host emitter sales will ramp, but did note DisplaySearch expects OLED industry sales to grow 46% next year to $9.5B.
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  • Nov. 8, 2012, 9:10 AM
    Premarket gainers: DUSA +38%. MTSL +28%. USAT +15%. WLL +11%. ITMN +11%. SD +9%. QCOM +9%. THQI +8%. EZCH +7%. ALU +6%. MWW +7%. TTM +6%. DF +5%.
    Losers: CPRX -56%. BCRX -34%. PANL -25%. SVNT -19%. SGEN -11%. MNST -10%. CNQR -9%. TNK -9%. NBG -8%. PSTI -8%. MAKO -7%. WINI -6%. AUI -5%.
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  • Nov. 7, 2012, 4:59 PM
    Universal Display (PANL) has resumed trading, and is down 29.1% AH after reporting a big Q3 miss it blamed on industry demand - in particular, the failure of Samsung to ramp green OLED material production, as PANL was expecting. The company's earnings call starts at 5PM ET (webcast).
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  • Nov. 7, 2012, 4:40 PM
    Universal Display (PANL): Q3 EPS of -$0.12 misses by $0.17. Revenue of $12.5M (-43% Y/Y) misses by $6.4M. Expects 2012 revenue of $80M-$92M, below a consensus of $99.8M. Company blames "a temporary slowdown in industry growth." Shares halted. (PR)
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  • Nov. 7, 2012, 2:35 PM
    Universal Display (PANL -8.6%) is among the day's big tech losers ahead of this afternoon's Q3 report. Samsung's strong Q3 smartphone sales bode well for PANL, which has been dogged by worries Samsung and others will strike deals with additional OLED materials suppliers. DisplaySearch recent issued a cautious outlook for near-term OLED TV adoption, but those concerns appear priced in.
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  • Nov. 7, 2012, 12:10 AM
    Notable earnings after Wednesday’s close: ARAY, ATO, ATVI, AWK, BONE, CBS, CLR, CODI, CPE, CPNO, CTL, CXO, ETE, ETP, EXEL, FTK, GMXR, GSS, HIMX, HNSN, ITMN, KGC, MAKO, MBI, MDLZ, MNST, MWE, NQ, OAS, ONTY, OSUR, PAAS, PANL, PRI, PRU, QCOM, SGEN, SLXP, SNTS, SRZ, SSRI, SXL, TCAP, TIE, TS, WFM
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  • Nov. 6, 2012, 5:35 PM
    Notable earnings after Wednesday’s close: ARAY, ATO, ATVI, AWK, BONE, CBS, CLR, CODI, CPE, CPNO, CTL, CXO, ETE, ETP, EXEL, FTK, GMXR, GSS, HIMX, HNSN, ITMN, KGC, MAKO, MBI, MDLZ, MNST, MWE, NQ, OAS, ONTY, OSUR, PAAS, PANL, PRI, PRU, QCOM, SGEN, SLXP, SNTS, SRZ, SSRI, SXL, TCAP, TIE, TS, WFM
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  • Nov. 2, 2012, 5:55 PM
    Samsung (SSNLF.PK) has sold over 3M units of its Galaxy Note II phone, 5.5" display and all, since commencing sales outside of South Korea 37 days ago. Samsung has predicted Note II sales will eventually double the 10M+ notched by the original Note, whose success dumbfounded many an observer. OLED materials provider Universal Display (PANL) benefits from Note II sales.
    | 4 Comments
  • Oct. 26, 2012, 6:48 PM
    AU Optronics (AUO) says it won't start mass-producing 4.3" AMOLED panels (aimed at smartphones) until somewhere in 2013 due to yield issues. The sooner AU can begin, the sooner Universal Display (PANL) can reduce its dependence on Samsung. Also: AU says it's continuing R&D work on OLED TV panels, but still needs to make "improvements" before large-scale production can begin. Samsung and LG are also having trouble on the OLED TV front. PANL's Q3 report arrives on Nov. 7.
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  • Oct. 26, 2012, 2:52 PM
    BriefMobile leaks images and specs for Google (GOOG) and Samsung's (SSNLF.PK) high-end Nexus 10 tablet, set to be announced at a Monday event. The device features a dual-core Samsung Exynos processor (the Nexus 7 uses an NVDA chip) and 10.1" AMOLED display (a positive for PANL, particularly since OLEDs have seen limited tablet use) sporting a 2500x1600 resolution. Thus far, no one has produced a successful high-end rival to the iPad and its arsenal of 275K tablet-specific apps. Update: BriefMobile is now backtracking on the AMOLED display claim.
    | 8 Comments
  • Oct. 17, 2012, 9:19 AM
    Universal Display (PANL) +2.2% after JMP starts coverage with an Outperform and $50 target. The OLED technology/materials provider, which depends heavily on Samsung's smartphone sales, sold off sharply during the second half of September.
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Company Description
Universal Display Corp is engaged in the research, development & commercialization of organic light emitting diode or OLED, technologies & materialsfor use in displays for wearables, smartphones, tablets & televisions & solid-state lighting applications.
Sector: Technology
Country: United States