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Technology Stocks : Universal Display

OLED 145.89

-0.9%

Nov 3 3:59 PM EST

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From: MorganBucks	4/18/2017 4:14:01 PM
	of 129

OLEDs in handsets; QDs in TVs Although OLED technology looks set to take over as the primary display type in mobile handsets and other relatively small devices like tablet PCs – as evidenced by a recent boom in orders for Coherent’s excimer lasers used in OLED production – analysts at Lux Research do not believe that this take-over will be mirrored in TVs, partly because of rival quantum-dot technology. Lux reckons that the market for QD-enhanced LCDs will grow at a compound average rate of 60 per cent through 2020, rising from a market value of just $510 million in 2015 to more than $5 billion by the end of the decade. “We expect CFQDs to be a significant player in QD displays,” the analyst firm told optics.org last year, adding that although in the past indium phosphide quantum dots tended to deliver a wider linewidth than CdSe, and therefore less “pure” colors, the likes of Nanoco have improved CFQD optical performance by tweaking their compositions. Inevitably, the eventual market opportunity for CFQDs will depend to some degree on the legislation agreed by the European Commission and European Parliament, institutions that have found themselves in major disagreement over the use of cadmium in microelectronics applications. • Nanoco’s stock price up 100% from 12 mos lows.

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