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Technology Stocks : OLED Universal Display Corp
OLED 118.58-0.3%3:59 PM EST
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To: mikeemarc who wrote (29279)1/7/2025 8:56:03 AM
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4th layer ..given previously lumped green yellow green and red in one layer of 3 which equates to 1/3 udc phosphor materials.. is now upped to 50% udc given red and green are now separate stacks of 4 total with fluorescent blue representing the other two of 4..

I think the doping concentration of red layers in OLEDs are much lower than green/blue so I'm skeptical that adding a red layer is going to come anywhere close to doubling UDC revs in a WOLED.

OTOH, adding a green layer in a QD-OLED should double UDC's revs (assuming similar doping concentration and layer thickness).

Both of these architectures are limited to the high-end of LG/Samsung's lineups so it is unlikely to make much of a difference in '25, but we usually have seen high-end features work their way down the lineup over time.
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