The OLED industry will face an outbreak, leading companies are concerned

Benefiting from the explosive growth of performance, US stock OLED leader UDC's share price rebounded strongly, the stock price broke through the one-dollar mark, and the highest price reached $116.85 on May 8. Driven by it, the OLED concept stocks in the A-shares performed equally strong.

Institutional sources pointed out that the explosive growth of UDC companies may mean that the entire OLED industry is on the eve of the industry outbreak.

At present, except for Samsung, other OLED production lines are basically at the initial stage of investment, especially for domestic manufacturers. Generally, the construction of the first production line will go through a relatively long process of exploration, and then it will be faster. The introduction of the second three or four production lines means that the next peak of investment in the OLED production line will be a huge opportunity for equipment manufacturers.

On May 5, US stocks OLED material company UDC (UNIVERSAL DISPLAY COR PA, stock code OLED) shares rose 23.87%, breaking through the one hundred dollar mark.

On May 8, UDC's share price continued to rebound, reaching a maximum of $116.85. The sharp increase in performance is the main reason for the stock price explosion. In the first quarter of 2017, the company's operating income increased by 87% to 55.6 million US dollars, of which revenue from materials reached 46.6 million US dollars, a substantial increase of 92%, while the 2017 revenue forecast was raised to 2.6-2.8 billion US dollars, an increase The speed is 30%-40%.

UDC is a supplier of Samsung OLED materials. It has authorized and approved 4,200 patents. The company also benefits from OLED material patent licensing. The company's performance changes also reflect the OLED industry as a whole, and the first quarter results have increased significantly. Reflecting the OLED industry began to accelerate growth.

Analysts pointed out that OLED has been applied in the mobile phone field as early as 2010, but the promotion of yield and cost is not ideal. Then the emergence of more application scenarios such as VR and smart bracelets, coupled with the continuous advancement of process technology, the cost has dropped significantly, and large-scale applications have gradually opened. The explosive growth of UDC may mean that the entire OLED industry is on the eve of the industry outbreak.


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