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Universal Display jumps on Goldman note, LG reports

  • Goldman, a long-time Universal Display (OLED +7.3%) bull, has issued another upbeat note: The firm sees a variety of upcoming mobile, TV, and wearables product launches boosting Universal's growth.
  • Goldman recently argued Samsung's new Galaxy Tab S (features a 2K OLED display) will act as a positive catalyst; volumes should be much lower than the Galaxy S5 and Note 3's, but revenue/device higher.
  • Separately, Korean media reports state LG Display (LPL +1.6%) plans to spend $788M to expand OLED production, in part to address the nascent OLED TV market (has seen some recent exits). For his part, LPL CEO Han Sang-beom says his company is thinking of expanding production of plastic OLEDs for smartphones and smartwatches.
  • Reuters previously reported LPL will be the exclusive display supplier for Apple's iWatch. The Nikkei has reported the iWatch will feature a curved OLED display.
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