By Haydn Shaughnessy, Contributor
Samsung dominates certain markets – like AMOLED displays, TV and some areas of smartphones. How come? …read more
Source: FULL ARTICLE at Forbes Latest
How Did Samsung Become a High Growth Company?
Tag Archives: AMOLED
2 Winners From Samsung's Galaxy S4
By Evan Niu, CFA, The Motley Fool
Samsung Galaxy S4 with AMOLED display. Source: Samsung.
On the display front, Samsung has put a full 1,080p HD resolution into the 5-inch display. There was speculation that the company was having trouble manufacturing OLED displays of this caliber and would switch to a different display technology, even though the company has been one of the biggest proponents of OLED technology. Fortunately for Universal Display investors, Samsung has gone with an AMOLED display in the Galaxy S4, which will boost UDC‘s material sales.
If the Galaxy S4 does as well as the previous generation, these suppliers will hitch a ride to the upside.
Universal Display has a powerful patent portfolio behind OLEDs, a technology poised to dominate the displays of the future. Its placement at the center of OLEDs makes the company an underappreciated way to play the
Filed under: Investing
South Korean heavyweight Samsung has now taken the wraps off of its latest and greatest flagship smartphone, the Galaxy S4. Leading up to the event, there was a steady stream of rumors and supply chain leaks as to what the company might have up its sleeve for the follow up to its popular Galaxy S III device.
From the perspective of smartphone component suppliers, higher volumes mean scoring a design win in the device can be quite a boon for the top line. The previous Galaxy S III was the No. 3 smartphone in the world in the fourth quarter, and the new model has potential to fetch similarly high volumes. Two of the more important possible suppliers heading into the unveiling were Qualcomm and Universal Display .
Expectedly, Qualcomm scored some of the processor win with its Snapdragon processors. Samsung targets a wide range of carriers and geographies and tailors different variants to different regions. Since Qualcomm has huge advantages in LTE integration, Snapdragons will be found in the U.S. variants, since LTE is a requisite feature of any high-end flagship hoping to compete domestically. In other parts of the world that are still primarily on 3G, Samsung is using its own Exynos 5 Octa chips.
Samsung Galaxy S4 with AMOLED display. Source: Samsung.
On the display front, Samsung has put a full 1,080p HD resolution into the 5-inch display. There was speculation that the company was having trouble manufacturing OLED displays of this caliber and would switch to a different display technology, even though the company has been one of the biggest proponents of OLED technology. Fortunately for Universal Display investors, Samsung has gone with an AMOLED display in the Galaxy S4, which will boost UDC‘s material sales.
If the Galaxy S4 does as well as the previous generation, these suppliers will hitch a ride to the upside.
Universal Display has a powerful patent portfolio behind OLEDs, a technology poised to dominate the displays of the future. Its placement at the center of OLEDs makes the company an underappreciated way to play the enormous sales growth in tablets and smartphones. However, like any new technology, there are plenty of risks to Universal Display. I’ve written a new premium report that dives into reasons to buy the company as well as the challenges facing it. For access to this comprehensive report, simply click here now.
var FoolAnalyticsData = FoolAnalyticsData || []; FoolAnalyticsData.push({ …read more
Source: FULL ARTICLE at DailyFinance
Here's Why Shares of Universal Display Rose Today
By Steve Symington, The Motley Fool
Filed under: Investing
Even as the wider market pulled back, shares of OLED specialist Universal Display rose more than 7% during Friday’s trading, though they gave up some of those gains as the day went on.
So why the optimism?
As fellow Fool Eric Bleeker noted on Wednesday, Samsung was all set to release its latest flagship smartphone, the Galaxy S4, yesterday evening. Given Samsung‘s incorporation of OLED tech in its past Galaxy phones — and considering the fact the Korean conglomerate is currently responsible for the vast majority of Universal Display‘s total sales — anxious investors have remained on the edges of their seats to confirm to what extent (if at all) the Galaxy S4 would utilize Universal’s OLED materials in its screens.
The Galaxy S4 will go on sale next month and boasts a massive 5-inch AMOLED screen — up from 4.8 inches in the Galaxy S III — with an impressive pixel density at 441 pixels per inch. As a basis for comparison, note Apple‘s iPhone 5 has a pixel density of just 326 pixels per inch.
Of course, that doesn’t necessarily mean Apple fans will be swayed, especially when we remember CEO Tim Cook’s recent assertion that OLED screens’ color saturation is “awful,” while at the same time noting Apple’s own retina displays are nearly twice as bright. Even so, those comments seemed especially interesting after I noticed that, just a few days earlier, Apple may have quietly hired an OLED expert away from Korean electronics giant LG Display , fueling further speculation of Cupertino’s interest in the versatile technology.
In addition, just this morning analyst Brian Lee of Goldman Sachs added fuel to the fire by suggesting that, based on his channel checks, Universal Display remains “well positioned to benefit from [Samsung’s] upcoming Galaxy S4 ramp given its leverage to both red and green phosphorescent (e.g. emitter and host) materials” in the design of its display.
What’s more, Lee estimated Universal Display could end up collecting between three and four times as much revenue from each Galaxy S4 device as it did from every S III smartphone, “given its expansion in materials supplied from one to three types.”
Of course, Lee’s perspective should come as little surprise considering the fact he has long remained a proponent for Universal Display‘s business and currently holds a $41 price target for its shares.
The bear case
On the other end of the analyst spectrum, let’s not forget Piper Jaffray analyst Jagadish Iyer who, just a few weeks ago, lowered his firm’s price target for shares of Universal Display from $18 to $16 after voicing concern that Samsung may also be using green host materials from Japanese OLED supplier Nippon Steel.
While Iyer’s comments helped shares of Universal Display fall by as much as 13% that day, his concerns appeared to be considerably overblown after the company skyrocketed 16% just a few days later following its solid fourth-quarter earnings results.
Now tell me how you really feel
While Samsung currently remains …read more
Source: FULL ARTICLE at DailyFinance
Galaxy S4 Launch Reveals Samsung's New Market Position
By Forrester Research, Contributor
At Samsung’s New York City launch event for its latest flagship smartphone, the Galaxy S4, the company continued the “thumb in Apple’s eye” approach that has characterized its marketing campaigns of the past six months. Apparently using the same time machine that every other smartphone and tablet OEM employs to transport us back to the PC market of the late 1990s, Samsung revealed to attendees (and gobs of live blog observers) the usual deluge of tech specs that — for some unfathomable reason — populate the initial paragraphs of every device review: 8 core processor, 13 megapixel camera, 5 inch AMOLED display… …read more
Source: FULL ARTICLE at Forbes Latest
The Buzz Ahead of the Launch of Samsung's Latest "iPhone Killer"
Filed under: Rumors
The press can barely contain itself as the launch of the new Apple Inc. (NASDAQ: AAPL) iPhone killer approaches. Samsung’s Galaxy S IV, based on comments by some sources, will be the greatest smartphone ever made. With nothing actually to cover ahead of the launch, media have resorted to speculation and worthless analysis.
According to The Wall Street Journal:
The technology industry will be paying close attention to Samsung Electronics Co. this week when it lifts the curtains on a new high-end smartphone at an event in New York on Thursday.
A lot is riding on the new device as Samsung aims to maintain its lead and boost profits in the increasingly crowded smartphone market.
Samsung executives declined to comment on the new device ahead of its launch, but analysts say the new smartphone will likely have a faster chip and an improved camera. It also will have a slightly bigger and higher-resolution five-inch AMOLED (active-matrix organic light-emitting diode) screen and longer battery life than the previous Galaxy S III model.
Under the circumstances, how else could the technology industry spend its time?
Filed under: 24/7 Wall St. Wire, Consumer Electronics, Rumors, Wireless Tagged: AAPL
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What's Important in the Financial World (3/13/2013)
Filed under: Investing
Google Privacy Violations
Google Inc. (NASDAQ: GOOG) admitted that as it collected data for its street mapping initiative, it collected private data from unprotected Wi-Fi systems as well. The penalty for the action was so small that it was meaningless. According to The New York Times:
In agreeing to settle a case brought by 38 states involving the project, the search company for the first time is required to aggressively police its own employees on privacy issues and to explicitly tell the public how to fend off privacy violations like this one.
While the settlement also included a tiny – for Google – fine of $7 million, privacy advocates and Google critics characterized the overall agreement as a breakthrough for a company they say has become a serial violator of privacy.
Complaints have led to multiple enforcement actions in recent years and a spate of worldwide investigations into the way the mapping project also collected the personal data of private computer users.
Galaxy S IV Buzz
The press can barely contain itself as the launch of the new Apple Inc. (NASDAQ: AAPL) iPhone killer approaches. Samsung’s Galaxy S IV, based on comments by some sources, will be the greatest smartphone ever made. With nothing actually to cover ahead of the launch, media have resorted to speculation and worthless analysis. According to The Wall Street Journal:
The technology industry will be paying close attention to Samsung Electronics Co. this week when it lifts the curtains on a new high-end smartphone at an event in New York on Thursday.
A lot is riding on the new device as Samsung aims to maintain its lead and boost profits in the increasingly crowded smartphone market.
Samsung executives declined to comment on the new device ahead of its launch, but analysts say the new smartphone will likely have a faster chip and an improved camera. It also will have a slightly bigger and higher-resolution five-inch AMOLED (active-matrix organic light-emitting diode) screen and longer battery life than the previous Galaxy S III model.
Under the circumstances, how else could the technology industry spend its time?
Teens and the Internet
Teenagers do not use personal computers to access the Internet as much as they once did. Since almost every American has a cellphone, and many of these are smartphones connected to 3G and 4G networks, the trend makes sense. Also, young people tend to be “early adopters” of new tech products, so teenage use of phones for Internet use should be ahead of other age groups. According to the new Pew Internet & American Life Project study:
Smartphone adoption among American teens has increased substantially and mobile access to the internet is pervasive. One in four teens are “cell-mostly” internet users, who say they mostly go online using their phone and not using some other device such as a desktop or laptop computer.
These are among the new findings from a nationally representative Pew Research Center survey that explored technology use among 802 youth ages 12-17 and their parents. Key findings include:
- 78% of teens now have a …read more
Source: FULL ARTICLE at DailyFinance
Samsung's Galaxy S IV Arrives Next Week: Here's What to Expect
By Evan Niu, CFA, The Motley Fool
Filed under: Investing
South Korean giant Samsung is set to unveil its latest and greatest smartphone, the Galaxy S IV, on Tuesday at an “Unpacked” event in New York. One of the ways Samsung has successfully replicated Apple‘s success in recent times is that there’s quite a buzz going around about what Samsung may have up its sleeve to follow up its successful Galaxy S III.
The company isn’t mincing words here, either. Make no mistake: the Galaxy S IV is being unveiled.
Source: Samsung.
Samsung has had incredible success with its Galaxy S series of smartphones, announcing in January that it had reached 100 million in unit channel sales. The company was the largest smartphone vendor in the world in 2012 ,and the Galaxy S III was ranked the No. 3 smartphone worldwide in the fourth quarter behind the iPhone.
Galaxy S III. Source: Samsung.
What can we expect on March 14?
Keep on biggering
Samsung has continued to push the envelope with device size and is one of the leaders of the phablet movement. Each generation of the Galaxy S has gotten successively bigger, and the S IV isn’t expected to break this trend.
|
Model |
Display Size |
Display Resolution |
|---|---|---|
|
Galaxy S |
4 inches |
800 x 480 |
|
Galaxy S II |
4.3 inches |
800 x 480 |
|
Galaxy S III |
4.8 inches |
1280 x 720 |
|
Galaxy S IV |
5 inches* |
1920 x 1080* |
Sources: Samsung and SamMobile.
*Rumored.
There’s been some debate over the display. Samsung is one of the biggest proponents of OLED displays, which has been greatly beneficial for OLED specialist Universal Display over the past few years, as Samsung’s unit shipments have soared. The company was reportedly facing some production challenges with manufacturing AMOLED displays at the full HD resolution it wanted, and as such it may have been considering a different display technology.
However, the most recent rumblings from SamMobile suggest that Samsung is going with a new type of AMOLED display that will be 25% more power-efficient. That’s incrementally beneficial for Universal Display, even if the company is still waiting on OLED TVs to ramp up.
All that and a bag of chips
On the processor front, Samsung had also been reportedly running into power issues with its Exynos 5 Octa processor and was thinking about sticking with a Qualcomm Snapdragon chip. The Exynos 5 Octa combines two different quad-core processors and is among the first implementations of ARM Holdings‘ big.LITTLE architecture, where high-performance cores sit alongside energy-efficient cores. In this case, Samsung is using four Cortex-A7 cores and four Cortex-A15 cores.
The Exynos 5 Octa technically has eight cores and as such will inevitably marketed as an eight-core processor, although this is slightly misleading, since only four cores can be active at any given time, depending on the task at hand. Qualcomm CEO …read more
Source: FULL ARTICLE at DailyFinance