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Technology Stocks : OLED Universal Display Corp

OLED 117.73

-1.3%

3:59 PM EST

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To: jexzz who wrote (11698)	8/5/2017 11:49:28 AM
From: ynotgoal	1 Recommendation Recommended By Cooters Read Replies (1) of 29712

They believe that second quarter uptick in host sales, while mix was unspecified, included Blue host materials. With the breakout of all emitter materials by red and green, we can assume whatever is left over is blue (or possibly white). The numbers are small leaving large percentages of it subject to rounding but the numbers for the 3 quarters they gave us are: q2 2016 158,000 q1 2017 145,000 q2 2017 239,000 There are likely some small amount of blue sales for lighting every quarter. If we discount the rounding, then we can say that might be around 150,000 per quarter. So there's possibly a very small incremental amount of blue in this quarter. Not enough to be testing for production yet but possibly evaluating the status or experimenting with how a phosphorescent blue would impact the other layers of the stack. If it's not explained by rounding or related to LG's lighting ramp. It's interesting that a mix of 90,000 in emitter could make sense compared to 400,000 in host. Something to watch for next quarter.

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