Universal Display, an outrageously optimistic scenario

Today Seeking Alpha published my article on Universal Display, titled "Universal Display: 20X Jackpot In 2018?". In this article I present the best-case scenario for UDC (and the OLED market) in 2018. I'm trying to estimate what will happen if small/medium capacity continue expanding fast, if OLED TVs become mainstream and if OLED lighting mass production begins.

As I said in the article's introduction - this is mostly aimed for fun, but I think it's not an impossible market forecast for 2018. I even tried to be conservative in some areas (for example I do not take a stable blue PHOLED emitter into account). So if you're a UDC long (or short, or just thinking about an investment, really) - this could be an interesting read.

This is the first time I write an investment article. While I'm feeling pretty good about the market estimates (give or take a few years) - I'm not an expert on finance, so estimating the effect on Universal Display is not easy. I do own some UDC shares, personally.

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Posted: Jul 10,2014 by Ron Mertens

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