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Technology Stocks : OLED Universal Display Corp
OLED 148.28-1.6%Oct 28 3:59 PM EDT
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To: occams_phasor who wrote (29586)8/17/2025 7:12:23 PM
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I think the non-answers gave you as clear an answer as we could hope for.

Martin Yang
I would like to address a few questions coming from the audience. The first regarding Summer Sprout and then your IP protection. The question is -- the company has been shipping red and green materials and their reports that those materials are being used in global smartphone models. How should investors take your lack of legal response to this development?

Brian Millard
Yes. I think the key thing is we have a position with our customers. We have a strong partnership with our customers. We expect to continue to be the leader in the industry. There has been an increased competitive environment over the last few years, particularly in China. A lot of that is driven by a desire for localization.
And we believe that our IP position which we just talked about over the last few minutes as well as the partnerships we have with our customers, the quality of our materials. We'll continue to preserve our position on a long-term basis. But continuing to protect our IP and our know-how and trade secrets is about most importance and what we'll continue to take going forward.

Martin Yang
Another question from the audience regarding Blue development. So do you have a new time line to share when do you expect to hit the commercial specification for a stand-alone blue, I mean in blue are in all phosphorescent RGB architecture?

Brian Millard
Yes. So we don't -- I think the key thing is LG's announcement of using our material in a hybrid structure with phosphorescence and fluorescence we view as a major win for us and being able to get a foothold in the market, which will enable us to move forward and continue to iterate off of that strong position.
Like I said, getting to an all phosphorescent approach is certainly a priority. I don't have a specific time line to provide in that regard other than to say, our team continues to work. Our work isn't done in continuing to invent new materials that continue to improve their performance characteristics and that then giving our customers more options as they invent new products going forward.







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