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

To: slacker711 who wrote (18319)	7/12/2018 12:01:19 PM
From: toastr	15 Recommendations Recommended By Advanced OLED CentralParkRanger FallingSquirrel ggamer hitting_the_rock and 10 more members Respond to of 29657

The development of a phosphorescent blue is considered UDC's holy grail. It would mean increased revenues from existing applications, extend UDC's patent protection, and substantially increase the total addressable market. Currently, OLED's are more power efficient than LCD's when displaying movies and other images that dont have much white. However, a laptop screen displaying an excel spreadsheet or silicon investor has a substantially higher power consumtion than a comparable LCD display. A phosphorescent blue would allow OLED's to have better image quality and lower power consumption which would mean make the transition to OLED displays even faster than is currently expected. UDC will only say that they are working heavily on blue (a third of the company) and that they have made significant progress. Some thoughts on Blue: First, phosphorescent compounds absorb and then re-emit light of different wavelengths on a delayed timescale. From a chemist's perspective, it is likely that UDC already has a collection of pretty good phosphorescent blue emitters. However, to get them even better and up to commercial specs, this requires chemically synthesizing many "analogs" of their lead molecules and rigorously testing numerous properties of these analogs - efficiency, lifetimes, ability to be synthesized on a large scale, etc. Often the properties of a particular analog cannot be predicted a priori - it is not always a rational process. Hundreds to thousands of analogs must be synthesized and subsequently tested to identify the best ones to move forward. This likely explains why they have so many chemists on this effort. Patents are then built around these "best" emitters. They are probably trying to cover as much chemical space as possible in these patents. The patent "moat" is incredibly important as competing companies will be trying to break the patent. This could explain the vague time frame as to when UDC has said they will have blue ready. The more analogs that can be tested, the more they understand about what makes an ideal commercial blue emitter at the chemical level, and the stronger the patents. This situation is not unlike the pharmaceutical industry, where companies often copy each other and constantly try to work around each others patents in trying to make improved versions of various lead drug molecules. So let's hope UDC has something pretty darn good in hand and are just simply trying to make their blue emitter patents as strong as possible.