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

To: STA2015 who wrote (29364)	2/21/2025 1:36:42 PM
From: slacker711	1 Recommendation Recommended By occams_phasor Read Replies (1) \| Respond to of 29727

That paper talks about using microcavities to increase the lifetime of blue. The question is, how much does a microcavity add to the cost of an OLED? There are lots of ways to add to the lifetime and/or brightness of an OLED. The biggest feature of a phosphorescent blue is that it is cheap and a drop in replacement. Every additional manufacturing/architectural change required limits the ultimate TAM for blue. To give a concrete example, LG added MLA (multilens array) to their OLED TV panels which increased brightness by >50% in their G3 panels ('23). They dropped the technology because it was two expensive in '25 and went with a 4 layer display.