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Technology Stocks : OLED Universal Display Corp
OLED 118.94+1.9%Dec 22 3:59 PM EST
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To: RitzHuskie who wrote (29362)2/21/2025 8:57:42 AM
From: slacker7113 Recommendations

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Brian Millard

We can't speak to our customers' progress other than to say the months, not years, is UDC achieving a commercial design win of blue -- of our blue material with a customer.

It will probably take a year from this point to revenues.

which is fine, if its Samsung/BOE/LGD and a smartphone lineup or LGD and their TV panels.

Not great, if its Visionox and a 2nd tier smartwatch customer.

How meaningful a commercial blue is depends almost entirely on the end market it can address. Management studiously avoids ever commenting on this.
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