SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : OLED Universal Display Corp
OLED 116.74+1.3%Dec 19 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
CycleTed
occams_phasor
oled2b
To: occams_phasor who wrote (29559)8/1/2025 7:09:52 AM
From: slacker7113 Recommendations  Read Replies (1) of 29720
 
They emphasized the growth of IT over the next few years as new fabs open. OLEDs are only 5% of IT devices right now.

They see LGD's announcement in May as fulfilling their announcement for a commercial version of blue which means that no RGB version is anywhere close.

None of the analysts asked why green material revs are declining.

Not many questions on the call.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext