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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Universal Display (OLED) investor relations material
Universal Display 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary9 Dec, 2025
Business overview and market position
Over 30 years as a key supplier of phosphorescent emitter materials for OLED displays, focusing on red and green materials with ongoing development of blue phosphorescent emitters.
Main end markets include smartphones (60% penetration, nearly 100% in premium), TVs (3% penetration), and IT devices (5% penetration), with significant growth potential in IT and automotive sectors.
OLED adoption is driven by energy efficiency and performance advantages over LCDs, with foldable smartphones and tandem-structure IT products offering additional growth opportunities.
Major customers like Samsung, BOE, Visionox, and China Star are investing in new capacity for IT markets.
Automotive and wearables are emerging markets with low current penetration but high future potential.
Technology and innovation
Continuous improvement in red and green materials has led to a 70% increase in energy efficiency over the past decade.
Blue phosphorescent material, under development for years, promises a 25% energy efficiency boost over current fluorescent blue emitters.
Recent milestone: LG Display produced a commercially performing panel using the blue phosphorescent material, showcased in May.
Ongoing R&D aims for an all-phosphorescent approach, with current tandem structures combining phosphorescent and fluorescent blue for optimal performance and lifetime.
AI/ML-driven computational chemistry team supports material innovation, and recent acquisition of Merck’s patent portfolio strengthens IP position.
Partnerships and manufacturing
25-year manufacturing partnership with PPG, leveraging their scale for mass production while maintaining in-house R&D and innovation.
Three manufacturing sites: two in the U.S. and a wholly owned site in Ireland operated by PPG, providing capacity for future growth.
Blue phosphorescent: Next steps for market adoption?
IT market: Material demand impact from tandem structure?
Gross margins: How to sustain with volume growth?
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Next Universal Display earnings date
Q4 202527 Feb, 2026
Next Universal Display earnings date
Q4 202527 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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