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Technology Stocks : OLED Universal Display Corp
OLED 190.95+0.7%Nov 24 5:10 PM ESTNews

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To: A.J. Mullen who wrote (13225)11/10/2017 12:07:21 PM
From: EvanG  Read Replies (2) of 13465
 

QCOM was able to extract higher royalties than UDC.

Agree for displays. Red+green emitter around 0.5%. Royalty 1% to 2%. Blue adds 0.5% to 1% (higher value for WOLED with 2 blue layers). All combined it is less.

Not sure what you say is true for lighting. The materials should be a much higher percentage of the total cost. There is not a very expensive substrate. Which is a significant cost for displays. A light is one big pixel. Capital costs to manufacture should be lower also.
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