How Universal Display Will Benefit From CES 2014

OLED Technology: Will Price Points Come Down in 2014?

Jan 12, 2014 at 11:00AM

Can't make it to the 2014 International Consumer Electronics Show? Never fear: The Fool is at the scene to check out the tech and report back on who's there and what's new. With thousands of products in more than 15 categories, the next big thing is surely making its debut at the CES in Las Vegas.

OLED TVs look great, but many consumers are not yet convinced, or are waiting for prices to come down. Whether it's smartphones or TVs -- or even the iWatch -- Universal Display (NASDAQ:OLED) is one company that stands to gain from increased adoption.

There were countless trends emerging from CES 2014 this year, but the real question for investors is how to capitalize on these revolutionary opportunities. Fortunately for you, David Gardner has an idea or two on how to invest in these new emerging technologies -- and how you can profit. Get in on the ground floor now by clicking here.

A full transcript follows the video.

Eric Bleeker: Hey, Fools, I'm Eric Bleeker at CES. I'm joined here by Evan Niu. We are at LG's exhibit, which at the front features about a 50-by-30 3-D 4K television, but right now we're in front of OLED TVs, curved 4K.

Now, I think the curve is just because they can, but what could you talk about with OLED technologies and some of the other breakthroughs in TVs?

Evan Niu: I think OLEDs have a natural use case in TVs, but the trouble so far has been getting it down to a reasonable price point, and to really convey that value proposition to the consumer -- but these TVs look really nice.

In contrast to, for example smartphones, personally I think the OLED displays on smartphones can tend to be a little washed out, a little over-blue, but these TVs look like they have great color reproduction; they look really compelling. Obviously, Universal Display is a big winner here, if OLED can pick up in adoption.

Samsung and LG are two big customers of Universal Display, and I think we're just seeing more signs that they're going to eventually start bringing those cost curves down and really start to spur adoption of these things.

Eric: You mentioned Universal Display, obviously one of the potential big winners here. Just with what you're seeing in the industry, what would you look at if you were an investor, as a driver in the next year? Do you see some of the disadvantages in smartphones holding that technology back? Obviously Apple's (NASDAQ:AAPL) not using it. Or are you looking to something like TV?

Evan: As far as Apple goes, there has been talk that maybe they're going to use OLED in the iWatch, which could be a positive for Universal Display, but that might be kind of a lower-volume type of business.

But in TVs, TVs are humongous, so the amount of materials that Universal Display can sell into a TV unit is much larger than a smartphone, so you need a lot less units to make up for it. You probably have to sell 40 smartphones to sell as much material as you do in a TV. Smartphones are obviously a much higher-volume market, but when you put it all together, I think Universal Display has a pretty good story.

Eric: All right; there you have it. One potential winner of OLED televisions, Universal Display. For all your CES news, check back to Fool on! 

Eric Bleeker, CFA, has no position in any stocks mentioned. Evan Niu, CFA, owns shares of Apple. The Motley Fool recommends and owns shares of Apple and Universal Display. Try any of our Foolish newsletter services free for 30 days. We Fools don't 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.

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