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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 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.
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?
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Next Universal Display earnings date
Q3 20256 Nov, 2025
Next Universal Display earnings date
Q3 20256 Nov, 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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