Investing in OLEDs: discover OLED stocks to invest in
OLED is a display technology that enables thin, efficient, flexible and bright displays, TVs and lighting devices. OLED displays offer the world's best image quality - and enable flexible, foldable and rollable displays (see more here - What is an OLED?).
The OLED market is already a multi-billion dollar market, led by Samsung, LG Display, BOE and others. It is estimated that OLED displays generated over $40 billion in revenues in 2024 and the market is expected to continue growing in the future.
OLED stocks
There are dozens of companies developing and producing OLEDs, from display makers such as Samsung, LG and BOE to smaller R&D startups and IP companies.
For public investors interested in the OLED market, there are several good options, including:
- OLED material suppliers: Several OLED materials makers are public companies. The most renowned company is UDC, an OLED pioneer, that holds many of the key patents in the industry (mostly around efficient phosphorescent OLED emitters). Virtually all AMOLED displays on the market adopt UDC's PHOLED materials. Other example include Noctiluca, and LORDIN.
- OLED display makers: There are several OLED display makers, and most of them are public companies are are held by public companies: Samsung Display (held by Samsung Electronics), LG display, Visionox, BOE and others.
- OLED equipment makers: There are several public equipment companies that offer OLED production systems or components. These companies could be a good investment opportunity to investors who believes a new wave of OLED capacity expansion is near. One example is Coherent, a world leader in laser technologies, pioneering the use of Excimer Laser Annealing for the production of LTPS and LTPO backplanes. Other examples include Viatron, ELP Corporation, and many more.
- OLED component makers: Other possible investments could be in companies that supply components that are used in OLED display production, for example OLED driver IC supplier Viewtrix.
Qingyue Technology stock get delisted, following recent price drop
OLED producer Qingyue Technology has seen its share price decline quite a bit as of late, and now as the share price traded below 1 yuan for 20 consecutive trading days, the stock has been delisted and is no longer trading. At its high, on January 2024, the company traded at 24.88 yuan, that is a drop of over 97%..
Earlier this month, Qingyue reported its financial results for the first half of 2026, with $41 million in revenues (down 16% from 2025) and a net loss of $34 million. Qingyue mainly produces and sells three display types: ePaper (E Ink) modules, PMOLED displays and OLED microdisplays. It says that low demand for its ePaper displays is the main reason of the reduced results.
Kopin receives a $2.4 million OLED microdisplay order from an international thermal weapon sight producer
US-based microdisplay developer Kopin Corporation has received a $2.4 million OLED microdisplay order from a leading international thermal weapon sight manufacturer. Kopin says that these OLED displays will be integrated into a next‑generation thermal weapon sight program, enhancing situational awareness and operational performance for end users.
Kopin will start to deliver the displays towards the end of 2026, over a six-month period. Kopin anticipates follow‑on orders as the customer advances through additional phases of its program.
A few months ago Kopin announced that it has decided to build a full-scale OLED microdisplay production line, at the company's Westborough, Massachusetts headquarters.
SFC aims to go public in November, details its major customers and business
In November 2025, we reported that OLED material developer Sun Fine Chem (SFC) is planning to IPO in the Korean stock exchange. SFC, based in Korea, develops materials for OLEDs, organic TFTs, PDP displays and other devices. The company is a subsidiary of Hodogaya Chemical.
The company is progressing with its IPO plans, andif all goes well, it will go public in November 2026. Its final review will take place in October. The expected market valuation will be around $750 million USD.
Qingyue reported its 2026 H1 financial results
OLED producer Qingyue Technology announced its financial results for the first half of 2026. The company recorded revenues of 276 million RMB ($41 million USD), down 16% from 2025. Its net loss was $34 million.
Qingyue mainly produces and sells three display types: ePaper (E Ink) modules, PMOLED displays and OLED microdisplays. It says that low demand for its ePaper displays is the main reason of the reduced results.
OLED material makers' results show a supply chain shifting to China, one layer at a time
Visionox reported its financial results for the first half of 2026 with a slight decline in revenue
Visionox reported its financial result for the first half of 2026. Visionox's revenues were 4 billion RMB ($595 million USD), down 2.85% from last year. The company said that this decline was due to a weak consumer smartphone market, declining panel prices and rising component prices.
Visionox's net loss in the first half reached $260 million, up 56.5% from 2025. The company continues to invest heavily in R&D and next-generation technologies, and its R&D investment increased 15% from 2025. We have recently posted a spotlight article on Visionox, with the company's history, production capabilities, OLED products, financial performance - and roadmaps.
Viewtrix reported its 2026H1 financial results, with a 30% drop in revenues due to lower smartphone demand
China-based display driver IC designer Viewtrix Technology reported its financial results, first time since it went public in an IPO at the Hong Kong stock exchange (Main Board), on May.
Viewtrix (also known as Yunyinggu Technology) reported revenues of $47 million in the first half of 2026, down 30.5% from last year, and a loss of $23 million (up 0.7% from 2025).
AP Systems reports record results on H1 2026, driven by its OLED equipment business
Korea-based semiconductor and FPD equipment designer AP Systems says in H1 2026 it has seen strong demand for its core OLED equipment business coupled with excellent orders for its semiconductor systems. The company reported record revenues of $253 million (up 55% from the first half of 2025), and an operating profit of $19.5 million (up 166% from last year).
AP Systems says that the sales of its OLED systems has surged by nearly 100%, and component sales rose 25%.
Raydium reports increased OLED driver shipments, but sees lower demand ahead
Taiwan-based IC developer Raydium Semiconductor announced its financial results for Q2 2026, with revenues of $211.8 million, up 25.4% from last quarter. Net profit was $10.7 million, as the company's margins decreased due to significant increases in wafer foundry and packaging/testing costs.
Raydium says that its higher sales were mainly driven by increased demand for its small and medium-sized AMOLED driver ICs, as customers are building up inventory.
Samsung Display posted solid quarterly results, as high-end smartphone OLED panels shipments rise
Samsung Electronics announced its financial results for Q2 2026, with $120 billion USD in revenues - a company's record - up 28% from the previous quarter, and an operating profit of $62.5 billion, also a record for Samsung. These excellent results were mainly driven by high demand for its foundry, device and memory businesses.
Samsung Display posted revenues of $5.2 billion, and an operating profit of $488 million, an improvement over the last quarter, based on solid demand for high-end mobile AMOLED panels. It's large-area QD-OLED business also reported expanded sales, as shipments to the gaming monitor market grew.
