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: I'manoledguy who wrote (29619)	9/16/2025 8:27:41 AM
From: I'manoledguy	3 Recommendations Recommended By ladcad mikeemarc oled2b Respond to of 29657

LG Display to expand the production capacity of its 6-Gen production line in Paju as demand from Apple increases LG Display has decided has decided to expand its E6 production fab in Paju (referred to as the AP4 plant), as demand from Apple for smartphone iPhone OLED panels is on the rise. LGD's E6 fab in Paju has the capacity to produce 45,000 monthly substrates. LG Display is interesting in expanding the capacity to 60,000 substrates. Mass production will begin in 2026, and LGD hopes that it will be able to supply AMOLED displays to Apple's iPhone 18 in the new line. The company will finalize equipment orders next month. A few months ago LG Display announced a $925 million investment plan, and most of these funds will be allocated to this fab expansion project. oled-info

To: I'manoledguy who wrote (29619)	9/16/2025 9:46:04 AM
From: mikeemarc	Read Replies (1) \| Respond to of 29657

From the recent citi call.. knew Chengdu sounded familiar... Atif, Analyst, Citi: Brian, on China, can you talk about the risk from domestic material suppliers in China, and how do you maintain your pricing power? Brian Millard, CFO and Treasurer, Universal Display Corporation: Yeah, so there has been, you know, over the last few years, a heightened competitive environment in the Chinese market. Some of that's driven by China's desire for localization and government-driven focus in that regard in the Chinese market. We continue to believe that with the breadth of our IP portfolio on a global scale, as well as the products that we have in R&D and continued strength of the relationships and desire for our customers to maintain strong ties with UDC, that we're not very concerned about the competitive threat. We do monitor it. It's something that we very much focus on, making sure that we continue to stay close to our customers. We're also looking at how we support our customers in China and Korea, but China specifically given some of the competitive threats, that we're having more labs locally. We're setting up a new facility in Chengdu, which is very close to our customers that we'll be able to do experimentation with. We'll also be able to house inventory there. We're looking at our support model across our customer base just to make sure we're continuing to serve our customers in the highest way possible.