)

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.
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.
Next Universal Display earnings date

Next Universal Display earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage