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Re: clearsudden post# 63770

Thursday, 04/19/2018 6:57:00 PM

Thursday, April 19, 2018 6:57:00 PM

Post# of 104561
CS, I didn't make up anything. Read the article again.

The DSCC said-
China’s capacity growth is expected to rise at a 17% CAGR from 2017 through 2022, with no other region growing over 3%. As a result, China’s share of display capacity is expected to rise from 35% to 50% as shown in Figure 2. By 2020, China will have more than a 2X higher share than Korea or Taiwan.”

The DSCC said 3 companies would have 57% of equipment spending from now to 2021-
From 2018 – 2021, we expect BOE to account for 25% of equipment spending at $19.2B with LG Display at $13B and a 17% share and China Star at $11B and a 15% share.

BOE will be the largest spender, and the largest display maker. I believe they will be making some QUANTUM DOT DISPLAYS.

Samsung will not be in the expanding Chinese market, a tremendous growth market. The western world market is growing not so fast. Samsung is spending hugely on advertising to increase market share here, but they are not spending on factory equipment as much. If they are doing as well as you seem to think, they would expand production facilities.

..,.and any deal or revenue this year will be big news for QMC. You know it!

"Successful investing is anticipating the anticipations of others."
-- John Maynard Keynes

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