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Technology Stocks : OLED Universal Display Corp
OLED 118.94+1.9%3:59 PM EST
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To: SWU4all who wrote (29498)5/25/2025 2:13:40 PM
From: slacker7112 Recommendations

Recommended By
Longtimelurker
occams_phasor

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Tandem OLEDs have been around for years and have offered substantially better power efficiency and lifetime but adoption in smartphones has been limited to one or two phones just in the last year.

The price premium is huge. Omdia estimated 50-75% more for tablet and notebook sizes. The most expensive part of an OLED fab is the vapor deposition machines and when you double the number of layers you are reducing the total capacity of the fab.

A phosphorescent tandem OLED does further increase the value proposition but I'm doubtful it will be enough to tip the balance towards widespread adoption in smartphones.

UDC needs to deliver on the promise they made in 2022. A phosphorescent blue that has sufficient lifetime for a RGB OLED.
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