Good investment institutions OLED LGD is expected to take on the ride

Organic light emitting diode display (OLED) emerged as the mainstream mobile display, investment research firm Cowen & Co OLED Universal good material suppliers, Display, LG (LGD) Display panel factory is expected to catch a ride, clear visibility of orders.

Cowen & Co analyst Robert Stone in the recent news, LGD reiterated "better than market" rating unchanged target price from 27 thousand won to 30 thousand - won. LGD announced last week to build the world's first five generation OLED production line, is expected to put into operation in the second half, Stone believes that the increase in production scale will help reduce the average production cost of LGD.

In addition, LGD Japanese rival Japan Display (JDI) recently announced organizational restructuring, will close two LCD production line, which further confirmed the market direction is gradually in the direction of OLED blowing, and prompted analysts to downgrade LCD.

Nevertheless, OLED suddenly red, let the related equipment factory meet with South Korean media reported that the day before, LGD is currently facing unable to obtain the key equipment of the dilemma, the apple second OLED supplier location, at any time may be replaced by JDI or three line supplier foxconn.

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