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: ynotgoal who wrote (25900)4/22/2021 11:08:47 PM
From: slacker7111 Recommendation

Recommended By
Creaky Skier

  Read Replies (2) | Respond to of 26481
It's unlikely but the only thing that comes to mind specifically for Visionox is they never said the length of their contract so I guess its possible it was a 3 year deal.

The presentation is now gone but I am nearly positive that Sid stated that Tianma was the only expiring license this year at the Needham conference in January.

Random speculation, but maybe UDC has some pricing mechanism in their contracts that allows them to raise material prices based on the underlying cost of iridium? They could have agreed to reduced prices in exchange for an extension.

I don't know if that is plausible but I am having trouble coming up with non-IP related reasons for these extensions.

To: ynotgoal who wrote (25900)4/23/2021 4:34:44 AM
From: I'manoledguy1 Recommendation

Recommended By

  Read Replies (1) | Respond to of 26481
Visionox is A-Pillar in the Chinese Oled industry. It would make sense for a new contract based upon moving from sampling/R&D material usage to a full mass production usage scenario. Visionox spun off their Pmoled business and has gone full Amoled.

More on being A-Pillar In the community. We should see two or more more Oled Screens in autos very soon that aren't on the dash. Most major auto manufacturer's have patents for this new application.


To: ynotgoal who wrote (25900)4/23/2021 9:57:00 AM
From: BigDogTone73 Recommendations

Recommended By

  Respond to of 26481
Maybe Steve and Sid want to cash in before their capital gains rates get jacked to over 50% (including state)