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Universal Display (OLED) investor relations material
Universal Display Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025
OLED market trends and outlook
OLED market performance in 2024 is tracking in line with expectations, with strong first-half results driven by tariff-related purchasing and a full-year guidance midpoint of $675 million.
IT market is expected to see the highest growth due to low current penetration and increasing OEM adoption, while TV and smartphone markets also grow but at a slower rate.
Major investments in Gen 8.6 OLED fabs by Samsung Display, BOE, and Visionox, totaling $20 billion, are set to expand IT market capacity from 2025 onward.
Tandem display structures in new fabs will increase material demand, as they require up to twice the material per square inch compared to single-layer displays.
Foldable phones are driving incremental demand in the mobility market, with OLED penetration nearing 60% overall and 100% in premium smartphones.
Phosphorescent blue technology progress
Phosphorescent blue offers significant energy efficiency improvements over fluorescent blue, with potential for 25% more efficient displays.
LG Display achieved a key milestone by producing a commercial device using a hybrid tandem structure with both phosphorescent and fluorescent blue layers, showing a 15%+ energy efficiency gain.
Lifetime remains the main challenge for phosphorescent blue, but ongoing improvements have enabled commercial demonstrations.
Multiple major customers are developing blue phosphorescent solutions, with broad interest across the OLED ecosystem.
Pricing for blue is expected to be at a premium, but not a barrier to adoption; licensing agreements generally cover blue except for Samsung, which will be negotiated.
Market expansion and emerging applications
Automotive OLED adoption is accelerating, especially in EVs, with less than 1 million of 85 million annual vehicles currently using OLEDs.
Wearables, AR/VR, and robotics are emerging markets for OLED, with increasing customer development activity.
Tandem structures are primarily used in IT and automotive displays, with potential for smartphone adoption.
LG's hybrid blue: What's its market impact?
Gen 8.6 fabs: How do tandem structures boost sales?
China competition: How to maintain pricing power?
What is the next milestone for phosphorescent blue?
When will Gen 8.6 fabs drive UDC revenue?
What is the new focus for UVJP technology?
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Next Universal Display earnings date
Q3 202529 Oct, 2025
Next Universal Display earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies. The company operates through three segments: OLED Materials, OLED Devices, and Amoled Materials. The OLED Materials segment offers emitters and phosphorescent materials, including Universal's proprietary polymer—emitter layer (PLEC) technology for realizing low-cost 50- to 100-milliwatt blue OLEDs; phase-change materials for use in high-brightness white OLEDs. The OLED Devices segment comprises display devices with or without flexibility. This segment primarily offers small and medium-sized devices, such as smartphone displays and televisions. Universal Display Corporation is based in Ewing, New Jersey.
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