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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 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.

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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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