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Technology Stocks : OLED Universal Display Corp
OLED 117.64+0.2%Jan 27 3:59 PM EST

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From: James72x1/20/2026 1:35:42 PM
1 Recommendation   of 29757
 
Competitors race: Noctiluca — European OLED challenge

Seems there is another UDC competitor working with Chinese producers and samsung. In the research report there is also UDC mentioned: edisongroup.com

Noctiluca is a dynamic advanced materials company specialising in OLED materials for displays and other photonics applications. It has a growing base of engagements with key players globally and is now seeing a significant acceleration driven by the breakthrough performance of its NCEIL-4 material, which has shown a 100% improvement in OLED lifetime across multiple applications. Noctiluca is working with eight of the top 10 display manufacturers, the most advanced being a joint development project with Guangdong Juhua (TCL Group) and the world’s largest telecommunications equipment vendor, which has progressed quickly to pre-production testing. The company appears to be on course to deliver a significant inflection in operationally leveraged growth from 2028.

We believe that Samsung is also actively evaluating NCEIL-4 materials, while two Taiwanese multinational technology companies signed MTAs in August 2024 to test Noctiluca’s third- and fourth-generation TADF emitters.
Noctiluca is a dynamic advanced materials company specialising in OLED materials for displays and other photonics applications. It has a growing base of engagements with key players globally and is now seeing a significant acceleration driven by the breakthrough performance of its NCEIL-4 material, which has shown a 100% improvement in OLED lifetime across multiple applications. Noctiluca is working with eight of the top 10 display manufacturers, the most advanced being a joint development project with Guangdong Juhua (TCL Group) and the world’s largest telecommunications equipment vendor, which has progressed quickly to pre-production testing. The company appears to be on course to deliver a significant inflection in operationally leveraged growth from 2028.
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