Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (165570)	2/7/2014 9:26:13 AM
From: Ryan Bartholomew	Read Replies (1) \| Respond to of 213177

UDC licenses display manufacturers and has a short-term deal with LG Display to supply materials/IP. Presumably, LG Display will supply Apple with the flexible OLED's for the iWatch. The iWatch isnt going to drive much in the way of display area. It will be the new television fab that LG Display is building that gets UDC a long-term license agreement.More interesting to me is what happens with flexible displays in the smartphone/tablet space. Both LG and Samsung are moving fast in this direction and it is potentially the most disruptive hardware innovation to the iPhone. I agree - there's more money in the bigger displays (phones and especially TVs). But for market acceptance, the iWatch is a big kickstart (if indeed they get it) for market acceptance of OLED. I'm wondering specifically what the perfect scenario would be for UDC with respect to the iWatch. Couldn't they secure a direct deal with Apple themselves, or must it be via LG (or another display maker)? In other words must there be an intermediary company?