| | | Reference: Universal Display at Bank of America Conference: OLED Expansion Insights
Transcripts
Published 06/03/2025, 08:08 PM
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Some cut and paste highlights...
"Revenue and Agreements
Universal Display has secured long-term agreements with major panel makers such as Samsung, LG Display, and BOE. These agreements, typically spanning five years, involve both material sales and licensing. The revenue model includes a material to royalty licensing ratio of 1.4 to 1. While blue emitters present a significant revenue opportunity, their commercialization timeline is still pending.
Blue Phosphorescent Emitter Technology
LG Display recently showcased a hybrid tandem phosphorescent blue OLED panel, enhancing energy efficiency by 15%. Universal Display is positioned as a key player in high-efficiency blue technology, offering both emitters and hosts for blue emissive systems.
Supply Chain and Tariffs
As a fabless company, Universal Display partners with PPG for manufacturing, with operations in the US and Ireland. Approximately half of their materials are sourced from each location. While tariffs have not significantly impacted this year, there was a temporary surge in orders in April due to anticipated retaliatory tariffs." |
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