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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.
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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 revenue guidance midpoint of $675 million.

  • IT market (tablets, laptops, monitors) is expected to see the highest growth due to low current penetration and upcoming OEM product launches.

  • 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.

  • Foldable smartphones present incremental demand due to larger display areas and are expected to drive replacement cycles.

  • Automotive OLED adoption is gaining momentum, especially in EVs, with less than 1 million out of 85 million annual vehicles currently using OLEDs.

Blue phosphorescent technology progress

  • Blue phosphorescent materials offer up to 25% energy efficiency improvement over fluorescent alternatives, with LG Display achieving a key milestone by incorporating it into a commercial device using a hybrid tandem structure.

  • Lifetime and stability remain challenges for blue phosphorescent, but recent improvements enabled commercial validation by LG Display.

  • Multiple major customers are developing blue phosphorescent, with pricing expected to be at a premium but not a barrier to adoption.

  • Licensing for blue phosphorescent is covered under most portfolio agreements, with Samsung as a notable exception requiring future negotiation.

Manufacturing, supply chain, and competitive landscape

  • Manufacturing is split between PPG-operated U.S. sites and a company-owned, PPG-operated site in Ireland, which has been critical for navigating trade issues and supporting volume growth.

  • The company is expanding support in China, including a new facility in Chengdu, to address local competition and maintain customer relationships.

  • Competitive pressure from Chinese domestic suppliers is being managed through IP strength, R&D, and local customer support.

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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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