Actually, the precise wording used in his presentation was “high volume manufacturing”. There is a stark difference between starting production and high volume manufacturing. If LWLG is at HVM in 2026, that means all risk has been removed and its technology is being adopted on a grand scale. Sounds great to me.
So…now Lebby’s response because I of course asked him about Andy’s chart saying there’s a discrepancy between my understanding of LWLG’s provided timeline and Andy’s estimate.
Lebby said Andy is wrong.
There was another box in his graph that had a “reliability” heading and “to be proven” for organics. Lebby said that box should be checked off as “proven” and said because of that, the timeline would be moved up. How far? That’s for LWLG to tell everyone in May. We've been told customer acceptance and ramp is 2024. If we want to differentiate between acceptance and HVM, I'll personally peg HVM in 2H 2024. Again, LWLG will provide an update in May which will contain the most accurate information.
While yes of course Andy is an extremely impressive individual in the industry, he does not have the most up-to-date information on EO polymer development like Lebby has. If anything, this just tells us we can cross Arista off the potential companies currently under NDA with LWLG.
Now, for Lebby’s “mic drop” moment during the Rump Session when one in the crowd asked if the data on the graph presented by Christian Koos actually worked “in real life”. Michael stood up, grabbed the microphone, took out his phone and raised it in the air.
“We all have these right? Polymer organic LED displays. Do we ever complain about the reliability or stability of these things? If you think about this, I worked on OLEDs twenty years ago and they only lasted one hour. We’ve solved all those problems. So yeah, I’m from Lightwave Logic and we supplied some of the material, but this stuff is reliable. Christian showed one graph, but there’s plenty of other graphs. This is not going to be an issue.”
The room was silent.
Another notable comment heard on the show floor from someone who works for a foundry, “Michael Lebby is king.”
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