Universal Display (OLED) Investor Presentation summary

Company overview and market position

• Leading innovator in OLED technologies and materials for display and lighting applications, with a global presence and over 6,500 patents issued and pending worldwide as of September 2025.

• Employs more than 460 people, including 336 scientists, engineers, and technicians, with subsidiaries and offices across the US, Asia, and Europe.

• Recognized for sustainability, board diversity, and responsible business practices, including a Silver Sustainability Rating from Ecovadis and inclusion in Newsweek's America's Most Responsible Companies 2025.

• Operates a fabless business model, focusing on innovation, patent licensing, and material sales, with strong partnerships for manufacturing.

Technology and innovation

• Pioneered phosphorescent OLED (PHOLED) technology, enabling significant energy efficiency and longer device lifetimes.

• PHOLEDs reduce power consumption by up to 75% when red, green, and blue emitters are used, compared to earlier technologies.

• Developed Universal Vapor Jet Printing (UVJP), a scalable, cost-effective manufacturing process for OLEDs and other organic electronics.

• Extensive R&D and IP portfolio support leadership in OLEDs for AR/VR, smartphones, TVs, automotive, and lighting.

Market opportunity and growth drivers

• OLED display market projected to reach $66.1 billion by 2029, with strong demand in mobile, TV, IT, and wearables.

• OLED panel demand for TVs expected to grow to 25.9 million square meters by 2029.

• PHOLED technology powers over 2 billion active OLED smartphones, saving an estimated 1,343 GWh of energy and avoiding over 900,000 metric tons of CO2 emissions annually.

• Key market drivers include lower power usage, superior image quality, flexible form factors, and cost-effective manufacturing.