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Technology Stocks : OLED Universal Display Corp
OLED 214.91-0.1%Jun 15 3:59 PM EDT

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To: slacker711 who wrote (25850)4/11/2021 11:29:32 PM
From: chessboard_andy3 Recommendations

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Regarding OVJP timing:

If everything went absolutely right, maybe 2024...but I would wager on the over
I think that is generous. I'm guessing the alpha prototype is not likely to be ready until Q4 2022. Going from a prototype to production on that by 2024 seems impossible.

Perhaps the installation of an on-site small scale prototype at Gen 4.5 by the end of 2024. Think 2026 for a true commercial line installation at hopefully Gen 8 glass. The engineering on the OVJP tool has to be validated and the process has to be refined to end up with volume throughput with efficient handling of the glass through the process from beginning through finished panels.

We need SpaceX style decision-making at the OEMs to get commercial lines by the end of 2024 combined with near flawless execution by engineers at both UDC/OVJP as well as the OEM.

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