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Technology Stocks : OLED Universal Display Corp
OLED 96.76+0.3%Sep 27 3:59 PM EDT

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To: chessboard_andy who wrote (25889)4/23/2021 8:47:30 AM
From: mikeemarc2 Recommendations   of 27489
Stating the obvious here but 2021 should be about utilization rates.

If you look at udc's gross revenues over the last few years and include that blip of a late year buy which pulled in some in one yr from the next we haven't moved much.

Having said that capacity has grown but utilization while spiking at times has remained 50ish % on average I think?

So as Sid has said need to turn fabs on.

I think this and next yr more should be turned on and in particular I see it in mid range phones among other expanding devices ie laptops, autos, etc. Still early days on the latter but a good sign nonetheless.

Another relatively recent Sid term is across the board re expanding customers activity and hopefully this means increased utilization for the Chinese fabs as well

Good luck all,


Ps thks RavidRon.. appreciate your contributions
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