local rival Univision Technology Inc (悠景) is worth just NT$1.8 billion.
On top of that, “the competition will intensify next year as more Chinese
players are preparing to join the game,” Liao said.
Looking from a longer term perspective, Liao said there was still
opportunity in the industry. To divert from direct competition with
lower-priced LCD panels, OLED display manufacturers should target niche
market segments such as Asian handset makers, he suggested.
But Polaris' analyst Yu said he would take a wait-and-see attitude about
OLED stocks as he expected they would still have a long way to go before
making significant gains.
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