Investing in OLEDs: discover OLED stocks to invest in

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 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. 

Universal Display Corporation reported its financial results for the second quarter of 2026, with $152 million in revenues (down from $172 million in Q2 2025), and a net income of $49 million (down from $67 million in Q2 2025). At the end of the quarter, UDC had $855 million in cash and equivalents, after its quarterly dividend - and about $48 million in share repurchases during the quarter.

UDC expects full year revenues to be in the lower-end of its guidance ($630 to $670 million).

Something interesting is happening in Korea. Over the past few months, almost every significant move made by Samsung Display and LG Display has pointed in the same direction - upwards, towards the high end, and away from the volume tier of the OLED market. 

It is not clear yet, but this starts to look like a strategy: the two Korean OLED makers appear to be deliberately conceding the cheap high-volume OLED business to China, and betting both companies on the supply of premium panels higher-end applications such as monitors, laptops, tablets and automotive. 

This article looks into the latest signals from LG Display and Samsung Display, try to decipher their new OLED strategy, look at the potential and the risk - and also explores what it means for OLED supply chain companies, such as material makers, equipment makers, and more.

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, and yesterday the Korean Exchange (KOSPI) announced that it has received an initial listing review application from SFC. This is the first step towards, it will probably take several months before the IPO actually happens.

Korea-based OLED materials maker Solus Advanced Materials reported its financial results for Q2 2026, with $70 million in revenues (up 31% from Q2 2026) and an operating loss of $14.6 million (down by $7.6 million from last year).

While the company's battery foil business reported strong growth from 2025, its OLED business suffered a 15% decrease from last year, to $18.4 million USD. The company says that this decrease was due to the seasonal off-peak period (but this was true for Q2 2025 too), lower demand for smartphone OLEDs, and customer delays in China.

LG Display is reportedly launching a new 3 trillion Won ($2 billion USD) investment plan, to upgrade its existing production small-area mobile flexible AMOLED processes and technologies.

LG Display was chosen by Korea's National Growth Fund, and have received a low-interest loan of 1.3 trillion to increase its competitiveness, as the Korean government hopes to strengthen its display industry and fend off Chinese competition. LG Display will reportedly contribute 1.5 of its own capital, and it has also secured a 200 billion Won in a private loan. 

LG Display reported its financial results for the second quarter of 2026, with a slight (1%) increase in revenue from the previous quarter to $3.8 billion, an EBITDA margin of 16%, and an operating loss of $73.5 million. That loss included a one-off expense due to workforce optimization and voluntary retirement programs, and without it the company would have generated an operating profit.

LG Display says that this is the first time in 5 years that it is recording an operating profit from its core business in the second quarter, which is seasonally weak. These improved results "reflect the company's business transformation strategy".

Tianma Microelectronics released its interim financial results for the first half of 2026, reporting a net loss of around $105-$110 million USD (before non-recurring items that expand the loss to $133 million).

Tianma says that the rising memory prices which caused a decline in the smartphone market is the main reason for its increased losses. The flexible AMOLED market, according to Tianma, was particularly impacted by the weak demand in the Chinese smartphone market. 

Sunic System says that it holds a 85% market share in the OLED deposition systems for the production of OLED microdisplays. The company is seeing an acceleration in its orders intake, signaling a buildup of OLED microdisplay capacity.

Sunic says that in the first half of 2026 it received orders from three OLED microdisplay producers, and it hopes to sign four more customers in the second half of the year. The company is seeing a clear acceleration in OLED microdisplay system orders, and if all seven potential customer sign up, the company's revenues from this business segment will reach 200 billion Won, or almost $133 million USD.