Universal Display (NASDAQ:OLED) is a company with a lot of potential disruptive power. It owns patents to the new OLED display technology, and many investors are looking to the smartphone and tablet space for where this technology is going to take off first. In this video, Motley Fool tech and telecom analyst Andrew Tonner highlights a conference call from Cowen, saying that Samsung will begin producing full HD AMOLED displays this month for use in its next version of the Galaxy 5 phone. This sent shares of Universal Display up by more than 10%. Andrew tells us why he thinks the stock can go much further in the long run.

Andrew Tonner has no position in any stocks mentioned. The Motley Fool recommends Universal Display. The Motley Fool owns shares of Universal Display. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.