Core Viewpoint - LG Display is set to showcase groundbreaking display technologies at CES 2026, including record-setting Gaming OLED panels with the highest refresh rates and innovative pixel structures [1][2]. Group 1: Product Innovations - LG Display will unveil a 27-inch Gaming OLED panel featuring a refresh rate of 720Hz, the fastest among current Gaming OLED panels, allowing the screen to refresh 720 times per second [3][4]. - The company will also present the world's first 39-inch 5K2K Gaming OLED panel, designed with a 21:9 aspect ratio and 1500R curvature, aimed at providing an immersive viewing experience for content creators [5]. - Additionally, LG Display will introduce a 240Hz OLED panel with an RGB stripe pixel structure, ensuring excellent gaming performance and detailed graphic reproduction at 160 pixels per inch (ppi) [5]. Group 2: Technological Advancements - LG Display plans to implement its new Primary RGB Tandem 2.0 technology across all Gaming OLED panels launching in 2026, enhancing the pixel structure and algorithms for improved performance [6][7]. - The upgraded technology allows Gaming OLED panels to achieve peak brightness of up to 1,500 nits, deliver perfect blacks with HDR True Black 500, and reproduce up to 99.5% of the DIC color gamut, ensuring high picture quality [8]. Group 3: Market Positioning - The company aims to solidify its competitive edge in the OLED market by offering unmatched refresh rates, resolution, and response times, catering to the growing demand for OLED monitors [9].

Core Insights - Daktronics has announced the acquisition of intellectual property, equipment assets, and technical expertise from X Display Company Technology Limited (XDC), enhancing its capabilities in MicroLED technology [1][9] - The acquisition is expected to strengthen Daktronics' competitive position and support its product innovation strategy aimed at accelerating growth [2][5] Acquisition Details - The acquisition includes XDC's proprietary technologies in mass-transfer processes and MicroLED fabrication, enabling advanced display solutions with ultra-fine pixel pitches for large-format video walls and medium-sized commercial displays [9] - Daktronics has also acquired specialized equipment for developing displays with MicroLED and MicroIC technology [9] Market Potential - The Narrow Pixel Pitch (NPP) market, which includes MicroLED technology, is projected to reach $12 billion by 2029 according to Futuresource [5] - The acquisition positions Daktronics to enhance its large-scale NPP product offerings and explore smaller volume display opportunities [6] Talent Acquisition - Daktronics has integrated 15 key employees from XDC, who possess deep expertise in mass-transfer, MicroLED development, and MicroIC design [9] Product Benefits - MicroLED technology offers higher brightness, improved contrast, greater energy efficiency, and a longer lifespan compared to existing technologies like LCD [3] - The acquisition allows Daktronics to develop cost-effective solutions for lower volume applications and provides stability and flexibility in the supply chain [10]

Core Viewpoint - LG Display is set to unveil the world's first 27-inch 4K OLED panel for monitors with an RGB stripe structure and a 240Hz refresh rate at CES 2026, marking a significant advancement in display technology [1]. Group 1: Product Features - The new OLED panel features an RGB stripe structure that minimizes visual distortions such as color bleeding and fringing, enhancing the viewing experience even at close distances [2]. - This panel achieves a 240Hz refresh rate while maintaining the RGB stripe structure, utilizing LG Display's Dynamic Frequency & Resolution (DFR) technology, which allows users to switch between UHD 240Hz and FHD 480Hz modes [4]. - The high pixel density of 160 pixels per inch (ppi) provides exceptional detail and precision, making it suitable for fast-paced applications like first-person shooter games and ensuring excellent text readability [5]. Group 2: Market Strategy - LG Display plans to introduce this new pixel structure in high-end gaming and professional monitor panels, aiming to expand its customer base and product lineup at CES 2026 [6]. - The company currently produces about 30% of the global OLED monitor market panels and leads in key specifications such as refresh rate, response time, and resolution in the gaming OLED panel segment [8]. - The Head of the Large Display Business Unit emphasized that technology is crucial for maintaining leadership in the growing OLED monitor market, with a focus on differentiated technologies that meet customer demands [9].

证券日报网讯12月12日，维信诺（002387）在互动平台回答投资者提问时表示，公司与清华大学联合研 发的第四代pTSF(磷光辅助热活化敏化荧光)技术解决了OLED在高亮度下效率下降的难题，并大幅延长 了器件寿命，使其兼具荧光的高色纯度、高稳定性，以及磷光的高效率，且大幅降低昂贵金属的使用 量。该技术使终端用户体验大幅提升，有助于公司提升高端市场份额和市场竞争力，目前已经实现量产 商用，搭载于品牌终端的高端旗舰产品。该技术还属于业内率先突破，补齐了我国产业链关键短板，改 写了OLED核心材料长期由国外主导的产业格局。 ...

Core Insights - Daktronics reported an operating profit of $22 million, reflecting a 36.7% year-over-year increase, with an operating margin of 9.4% [1] - The company experienced double-digit growth in orders and sales, with a product backlog of $321 million, up 36% from the previous quarter [1][4] - The company is on track with its business and digital transformation initiatives, aiming for 7-10% sales growth, 10-12% operating margin, and 17-20% return on invested capital (ROIC) over the next three years [1][6] Financial Performance - For fiscal Q2 2026, net sales reached $229.3 million, a 10% increase compared to $208.3 million in the same quarter of fiscal 2025 [4][10] - Operating income increased to $21.6 million from $15.8 million year-over-year, with operating margin rising from 7.6% to 9.4% [4][13] - New orders for products and services rose to $199.1 million, up 12.1% from $177.6 million in the same quarter of fiscal 2025 [4][9] Market Segments - The Live Events segment saw significant order growth, including large bookings related to six professional sports stadiums [2][9] - The Transportation segment experienced order growth in airport and Intelligent Transportation Systems projects [2][9] - International orders increased, particularly in the Middle East, United Kingdom, and Ireland [2][9] Operational Efficiency - The company is focusing on operational efficiencies and value-based pricing to improve profitability [2][4] - Daktronics is expanding its manufacturing footprint globally to mitigate cost pressures and support its growth pipeline [4][6] - The company plans to open a new facility in Mexico by the end of fiscal 2026 to complement its U.S. operations [6] Leadership Transition - Ramesh Jayaraman has been appointed as the new President and CEO, effective February 1, 2026, with Brad Wiemann continuing as Interim President and CEO until then [7][8]

Core Points - Samsung Display and BOE Technology have settled a patent lawsuit regarding OLED technology, emphasizing the importance of fair technological competition for the display industry [1] - The settlement concludes a three-year legal battle, initiated by Samsung's complaints to the U.S. International Trade Commission (ITC) regarding patent infringement and trade secret theft by BOE [2] - The ITC had previously ruled that BOE infringed on Samsung's OLED patents and misappropriated trade secrets, recommending a ban on BOE's OLED panel exports to the U.S. for nearly 15 years [3] Industry Context - The settlement occurs amid efforts by major tech companies to reduce dependence on Chinese manufacturers for components, highlighting the potential impact of a U.S. export ban on BOE, a leading supplier of display panels [4] - Concerns over intellectual property theft are rising, as evidenced by a South Korean court sentencing a former Samsung Display engineer for leaking OLED technology valued at approximately $24.5 million [5]

Company Overview - LG Display Co., Ltd. is a South Korean company specializing in the production of screens for various devices including TVs, smartphones, computers, and car dashboards [1]. Industry Context - LG Display is part of the larger LG Group, which is recognized for its diverse range of consumer electronics and technology products [1].

LG Display Co., Ltd. (NYSE: LPL ) is a company from South Korea that makes screens, the kind you see on TVs, smartphones, computers, and even car dashboards. It’s part of the bigger LG Group, the same company knownI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have no s ...

Core Insights - Daktronics, Inc. is a leading global designer and manufacturer of dynamic video communication displays and control systems, with participation in the Craig-Hallum 16th Annual Alpha Select Conference scheduled for November 18, 2025 [1] Company Overview - Daktronics holds a strong leadership position as the world's largest supplier of large-screen video displays, electronic scoreboards, LED text and graphics displays, and related control systems [2] - The company specializes in the control of display systems that integrate multiple complex displays to show real-time information, graphics, animation, and video [2] - Daktronics operates through four domestic business units: Live Events, Commercial, High School Park and Recreation, and Transportation, along with one International business unit [2]

Core Insights - The argument for adding emerging-market stocks to investment portfolios has strengthened in 2025, particularly due to the U.S. dollar's poor performance against other currencies, leading to international stocks outperforming domestic ones [2][3] Group 1: Emerging Market Stocks - The MSCI EM index increased by 7% in September, marking its seventh consecutive monthly gain, with Goldman Sachs raising its projected outlook for emerging markets in 2026 [3] - LG Display Co., Ltd. has a market cap of $5 billion and generates significant revenue from Asia, the U.S., and Europe, with shares up over 60% year-to-date [4][6] - Taiwan Semiconductor Manufacturing Co., Ltd. controls over 50% of the foundry chip market and reported a 10% revenue growth quarter-over-quarter and 40% year-over-year, with a net profit margin increase to 45.7% [7][9] - ICICI Bank Ltd. is a major player in India's financial sector, with most revenue from domestic clients, and is positioned well due to favorable demographics and reshoring trends [10][12] - Harmony Gold Mining Co., Ltd. has a market cap exceeding $10 billion and has seen its shares nearly double the price of gold, which has risen over 50% year-to-date [13][15]