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UBI Research says that sales of foldable OLED panels has been week since the beginning of 2025, as demand for foldable smartphones has been low this year. UBI expects 21.3 million foldable OLED panels to ship in 2025 in total, 14.4% lower than the shipments in 2024.

UBI explains that in its 5th year, the foldable smartphone market has matured, but even though leading brands including Samsung and Huawei continue to release new devices, demand has been slow. The main obstacle is the high price of foldable screens.

Universal Display Corporation reported its financial results for the third quarter of 2025, with revenues of $139.6 million (down from $161.6 million in Q3 2024), and an operating income of $43.1 million (down from $67 million in Q3 2024). The company's net income was $44 million (down from $66.9 million in 2024). UDC says that the lower revenues reflect timing shifts, as customers ordered more materials (pull-in) earlier in the year, in addition to one-time out-of-period adsutment. 

UDC revised its 2025 guidance, and now says that it will be at the lower end of its previous guidance of $650 to $700 million. UDC also declared a quarterly dividend of $0.45 per share (similar to last quarter).

Universal Display Corporation announced that it will acquire an OLED patent portfolio from Merck, for $50 million. The OLED portfolio has an average remaining lifetime of approximately 10 years, and it includes more than 300 issued and pending patents worldwide, covering more than 110 unique patent families in the field of advanced OLED emissive device structures and related material components.

Merck says that this sale aligns with its strategy to focus on charge transport and triplet host materials, rather than emissive OLED materials. The closing of the transaction is expected in January 2026. 

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A jury in the Texas Federal Court found Samsung Electronics to be guilty in its patent fight with Pictiva Displays. Samsung was ordered to pay $191.4 million in damages, for infringing upon two US OLED patents (US8,314,547 and US11,828,425).

Samsung says that it will appeal the verdict, and it is also pursuing a separate case with an aim to invalidate the patents in question. The original lawsuit by Pictiva Displays was filed in 2023. 

Universal Display Corporation, or UDC, is one of the OLED industry's pioneers, and the company that probably represents the best success of any startup within the industry. UDC is worth $7 billion, and it has been historically the go-to company for anyone that wants to invest in the OLED industry.

In this article, we detail the company's history, products and technologies, explain what PHOLEDs are all about, and also look into its future, and discuss both bull and bear cases as a investment opportunity. Disclosure: the author of this post holds shares in Universal Display.

The history of Universal Display Corporation

The history of Universal Display starts at 1994, when the company was founded by Sherwin Seligsohn in Ewing, New Jersey. The company was established to commercialize OLED technologies developed at Princeton University and the University of Southern California. UDC holds the basic patents of phosphorescent OLED (branded as PHOLED by UDC) technology. 

Researchers from ETH Zurich, in collaboration with colleagues from the Indian Institute of Science and the University of Alberta, developed a new method to fabricate nanoscale OLED devices - with pixel size of only 100 nm. This goes below the diffraction limit of the emission wavelength, which can be highly useful for both super-resolution imaging and on-chip light sources for ultrabroadband chip-to-chip (chiplet) communication. 

The researchers created a display with a pixel pitch of 250 nm - or 100,000 PPI (!). The process achieves the direct nanoscale patterning of organic semiconductors by self-aligned nanostencil etching and lithography. The process is resist-free and involves etching and evaporation through nanoapertures in a free-standing film adhering to the substrate.