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Technology Stocks : OLED Universal Display Corp
OLED 119.37+2.3%3:10 PM EST
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To: tech101 who wrote (29468)5/2/2025 12:02:46 PM
From: litespeed20114 Recommendations

Recommended By
Dkjunior143
ladcad
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occams_phasor

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Merge or have a really good partner such as LG who will work with UDC to trail blaze and take some upfront risks in deploying the hybrid system in order to advance the technology. It has to start somewhere with someone?

What I’m seeing is the partnership btw UDC and LG has resulted in tremendous benefit for both teams. Samsung seems to be more stubborn in this regard. And it shows. Look at how successful LG is with their WOLED and Samsung is still trying to rebrand QD-OLED and hasn’t learned to play nicely within the same sandbox. That’s the fundamental problem with engineers who always want to invent their own wheel.

If I were Samsung, I’d start signing NDAs and agreements left and right to collaborate and get early adopter pricing to advance push of blue into mainstream and then charge Apple and other manufacturers a premium to make the money back. And maybe purchase some UDC stocks at the same time. Screens are getting larger, AI computing is everywhere, power is everything and blue is not just nice to have but essential to extending battery life, mitigate thermal and other complexities with physical design that add to overall cost that in all likelihood easily offsets the cost of a tandem structure for the time being.

And if Samsung doesn’t jump in quickly as LG has already done, I won’t be surprised if BOE isn’t in line next…
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