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

To: Savant who wrote (20838)	11/27/2018 12:27:06 AM
From: FenTech	3 Recommendations Recommended By CentralParkRanger litespeed2011 tech101 Read Replies (1) \| Respond to of 29661

"Wondering if the higher efficiency will be offset by higher sales volumes?" This is a very valid consideration. For a while, China will be in the learning process and wasting a lot of materials. But, theoretically, the reduced prices due to the efficiencies, should increase overall panel sales. We can pick up a higher percentage of the overall worldwide TV units being sold, and become competitive with LCDs, due to reduced OLED panel prices. IMO, the eventual increase in total units sold will far offset the reduced material usage due to production efficiency. OLEDs are still a very small percentage of overall TV unit sales. There is a maximum efficiency percentage that will be achieved, but a certain amount of materials will always be needed. As long as we have the patent protection, which should evolve and extend with new molecular formula's, then the royalties and material sales should continue to grow. Once again IMO, we have a bright future for the next 5-6 years as long as the technology continues to evolve. This includes continuous developments in roll to roll processing, inkjet technologies, 5G and foldables, encapsulation, transparent panels, signage, flexible roll up TVs, eventually perhaps even wallpaper if I remember according to the Sherwin Seligsohn's initial dreams/concepts, etc. Can't you imagine affordable OLED windows in your home. (Or a transparent cover over existing windows.)Display whatever outdoor experience that you want. Or, watch the news. The auto, airplane, view finder, AR and other niche applications will add some revenue. But, I am still waiting for developments in lighting. Lighting could make all other applications look minor. Of course all prior statements are with the caveat that some revolutionary technology is not developed. Which is of course a potential dilemma when investing in high tech/high growth companies. Biff Tannen could always come back with the 2020 Almanac. LOL FWIW