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 : OLED Universal Display Corp -- Ignore unavailable to you. Want to Upgrade?

To: jexzz who wrote (11698)	8/5/2017 8:19:52 AM
From: Prophet3200	3 Recommendations Recommended By CycleTed ladcad mdglenn Respond to of 29712

FWIW: I have been thinking like Goldman on the subject of blue. It is SOOO big for UDC. It is an extraordinary thing to have an opportunity to double very high margin revenue selling to an established production base. That UDC management continues to suggest that they are getting very close has led me to put a high probability on its arrival. If UDC is successful with blue Goldman's numbers for 2019 are likely too low...

To: jexzz who wrote (11698)	8/5/2017 11:49:28 AM
From: ynotgoal	1 Recommendation Recommended By Cooters Read Replies (1) \| Respond to of 29712

They believe that second quarter uptick in host sales, while mix was unspecified, included Blue host materials. With the breakout of all emitter materials by red and green, we can assume whatever is left over is blue (or possibly white). The numbers are small leaving large percentages of it subject to rounding but the numbers for the 3 quarters they gave us are: q2 2016 158,000 q1 2017 145,000 q2 2017 239,000 There are likely some small amount of blue sales for lighting every quarter. If we discount the rounding, then we can say that might be around 150,000 per quarter. So there's possibly a very small incremental amount of blue in this quarter. Not enough to be testing for production yet but possibly evaluating the status or experimenting with how a phosphorescent blue would impact the other layers of the stack. If it's not explained by rounding or related to LG's lighting ramp. It's interesting that a mix of 90,000 in emitter could make sense compared to 400,000 in host. Something to watch for next quarter.