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Technology Stocks : OLED Universal Display Corp -- Ignore unavailable to you. Want to Upgrade?

To: OLEDCLIMBER who wrote (26148)7/7/2021 11:53:33 AM
From: A.J. Mullen1 Recommendation

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  Respond to of 28871
Thanks for posting that. The article states companies are stockpiling. The pandemic struck a blow against just-in-time manufacturing as managers discovered resiliency had value that wasn't always evident in quarterly margins.

The concern that fabs will switch production from mid-value display chips to producing the highest value most complex chips in pursuit of higher margins is simplistic. The fab would have to be gutted and rebuilt costing time and massive investment. My guess is any shortage of display chips reflects increased demand rather than redirection of production. But a shortage is a shortage. How easy is it to increase production, particularly when there's a shortage of chips that give higher margins?

To: OLEDCLIMBER who wrote (26148)7/8/2021 11:23:21 AM
From: GeorgeBailey  Respond to of 28871
Hello all- yes one of the best boards for solid info ever- thank you Mr. Moderator. Anyhow I’ve been in this stock for several years and I know others here are same. I promised myself I’d keep half my original position for blue. Perhaps this is the year.
I’ve changed my thinking and looking to increase my position at this time. I love how Oled is in more devices than ever and I think only one contract with LG was renewed early. As a side, I think LG’s renewal had more to do with qualifying for Apple etal, more so than blue.
If anyone can take this Q I’d love to hear some thoughts on the following-
Does anyone have a good feel for how chip shortages will impact OLED next 6 months?
I understand chip suppliers for mobile devices have contractual obligations(priority supply allocations) to avoid component shortages so any chip shortage may not reach oled devices.
I speculate that any chip shortages will have only a marginal or no impact on OLED’s top line.
Btw, I like the stock price foundation being built in the 215 neighborhood but don’t like the macro picture with inflation.