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Universal Display
Universal Display (OLED) investor relations material
Universal Display 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
OLED market overview
Smartphone OLED penetration exceeds 60%, with growth driven by premium, mid-tier, and increasingly low-end models adopting OLED displays.
Foldable smartphones are gaining momentum, offering larger display areas and driving a potential refresh cycle.
OLED TVs represent about 3% of the TV market, with LG Display leading and expecting continued growth as price gaps with LCD narrow.
IT market (tablets, laptops, monitors) has about 5% OLED penetration, with significant investments and new capacity expected to drive rapid growth.
Major OEMs are introducing more OLED products, with new capacity coming online to meet anticipated demand.
Industry announcements and technology trends
CES 2024 showcased numerous new OLED IT products, confirming industry forecasts for strong growth in the sector.
Samsung announced a creaseless foldable OLED panel, addressing a key consumer concern and expected to boost adoption.
OLED TVs continue to win top performance awards, and the price gap with premium LCDs has narrowed, supporting further adoption.
Tandem OLED architecture, offering greater brightness and longer lifetimes, is increasingly used in IT and automotive, with premium products likely to adopt it.
Capacity expansion and investment
Samsung and BOE are bringing new Gen 8.6 OLED fabs online in 2024, representing over $12 billion in investment and expected to provide a tailwind for the business.
Visionox and China Star are also investing in Gen 8.6 capacity, with production expected to start in 2027–2028.
New capacity is expected to drive incremental revenue, with the impact from Samsung and BOE likely in the second half of 2024.
Over $20 billion has been allocated industry-wide for new OLED capacity, supporting long-term growth.
Blue phosphorescent: Next commercial step?
Tandem architecture impact on IT material demand?
IP strategy against China local competition?
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Next Universal Display earnings date
Q4 202519 Feb, 2026
Universal Display
Next Universal Display earnings date
Q4 202519 Feb, 2026
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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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