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Universal Display Corp. Message Board

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  • pinstripes03 pinstripes03 Feb 2, 2013 1:00 AM Flag

    Any thoughts on APPL and PANL talks?

    I believe when capacity is expanded and apple can fulfill its volume with OLED, there is a chance apple panl strike a deal

    Sentiment: Strong Buy

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    • Apple doesn't manufacture hardware.... but buying UDC will give it the leverage to force Samsung to cooperate. However, Apple is into Sharp's #$%$ screens ... non bendable LCD with perhaps higher contrast. THEY ARE SCREWED

    • Apple is not going to buy PAN because it doesn't make any sense. What does make sense is Apple buying oled panels from LG display (which is ramping a small screen flexible line this spring), or AUO. There would not be a contract between PANL and Apple, because apple does not manufacture screens - contract would be between PANL and an oled manufacturer - but it really doesn't matter since all PANL cares about is materials sales and doesn't care which end product the materials end up in - if Apple adopts OLED screens it would be a significant boost to PANL material sales.

      A potentiallly sort of negative outcome is if Samsung's ramps its capacity enough to start selling to Apple instead of just producing for itself...some of the upside would be capped by the terms of the contract - royalties would not scale with materials sales like they would if Apple bought from LGD or AUO. But this is only a relative negative - Apple adoptin would be huge for the stock and for the financial statements.

      Sentiment: Buy

 
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