Are they exclusively geared towards OLED?
OLED is great tech but with certain drawbacks. The next gen tech is already at play, called microLED, I think spearheaded by Samsung and Sony.
https://en.wikipedia.org/wiki/MicroLED
So unless their tech pivots or already applies to microLED too, they'd be shit out of luck.
It's an appealing proposition, but if you're proposing long term investment, you need to consider the above.