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Universal Display Corp. Message Board

  • stenvandervlugt stenvandervlugt Feb 4, 2013 1:07 PM Flag

    ANDROIDCOMMUNITY: Samsung Galaxy Q with dual AMOLED displays rumored


    It is now looking like the Galaxy Q will feature two displays. More specifically, two displays that are each 1080p in resolution.

    Two displays = double material sales = double green= double profit

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    • Correction to the basic math of this oversimplified view:

      2 screens x 2 colors = 4x Material Sales
      4x Material Sales with relatively high fixed costs and very high margins on COGS implies 4x profits

      NOTES on Oversimplification:
      License fees are already set at a contractually agreed upon, increasing biannual payment schedule, so the increase in screen sales only affects materials revenue. The payments will increase, but the schedule has not been disclosed.

      Screen size has a significant amount to do with the materials revenue per screen. What really matters from the materials standpoint is the m^2 glass produced and the materials sold per m^2.


      Sentiment: Strong Buy

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