Should Help These Three Companies
As Apple (AAPL) prepares to start using OLED display technology in its iPhones, there will be plenty of beneficiaries, including Applied Materials (AMAT) .
Just last week, Santa Clara, Calif.-based Applied Materials revealed in its second-quarter earnings that OLED orders were at an all-time record.
OLED, or organic light-emitting diode, is creating significant opportunities for Applied Materials, said company president and CEO Gary Dickerson on the company's earnings call with investors, asserting that the chip supplier's opportunity in OLED is over 3 times larger than the traditional LCD market. While more difficult to build than LCD, OLED displays offer better color contrast and more bendability.
"I believe we're still in the very early innings of OLED, but we're already seeing a significant impact on our business," Dickerson said during the call.....
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