Investing Ideas (2) 썸네일형 리스트형 eMagin Corporation (EMAN) Q2 2022 - Earnings Announcement by CEO Andrew Sculley ※Key summary 1) Currently, operating profit is maintaining a slight loss level. Until large-scale commercial mass-production begins, sales are unlikely to see much. 2) At the end of the Proof of Concept process for Tier 1 AR/VR customers. Large high-end dPd deposition equipment for mass production was received in September 2022. It is expected to undergo verification work (qualified test) around.. Analysis of MicroOLED Supply Chain mounted on Apple AR/VR - eMagin is the key among eMagin/TSMC/SONY Please note that the information below is based on speculation and may differ from the actual facts. ※Apple Micro OLED Supply chain: consists of eMagin+TSMC+SONY eMagin: Back Plane Design + OLED Deposition + Encap, Post Process TSMC: Back Plane/Driving Circuit Unit production SONY: Driving Circuit Unit Design -In general, when TSMC, SONY, and eMagin collaborate to make OLEDos (MicroOLED), it is .. 이전 1 다음
