Universal Display (UDC) logoThree weeks ago, Seeking Alpha published my first article on Universal Display, titled "Universal Display: 20X Jackpot In 2018?" - in which I presented my best-case scenario for the OLED market (and UDC) in 2018.

I think the article was received well, and today SA published my second article - "Universal Display's Second Key Customer Is On Its Way". In this new article I explain why Samsung Display is such an important customer for UDC - and how I expect in that in the coming years UDC will diversity its key customer base as I expect LG Display, Konica Minolta, Everdisplay, BOE, Philips and LG Chem to start mass producing OLEDs soon.

In case you're wondering: yes, I do own some UDC shares (all bought personally on the open market). I have no official ties with the company (I do hope some of them follow OLED-Info, and I have been in touch with several employees and I even consider them as friends). I don't think I will become a professional finance article writer, but this is rather fun, and you never know, do you?

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Nice article. At Cowen, Sid

Nice article. At Cowen, Sid said they are selling host to LG. While we are always reading between the lines I think he meant yellow host for TV's. We'll find out soon enough, that will be a big number if true.

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