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 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 around $40 billion in revenues in 2021 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, includingL

  • Universal Display Corporation: UDC is an OLED pioneer, and 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, and the company experienced very fast growth in revenue in recent years. Universal Display's stock ticker is OLED, you can see the OLED share price here.
  • eMagin: eMagin is an OLED microdisplay pioneer, and has been developing and producing such displays for many years, focusing on the defense market and recently also on the consumer VR/AR market. eMagin's stock ticker at the NYSE is EMAN.
  • OLED display makers: OLED display makers can be a good investment opportunity - especially companies that have a focus on OLED displays - such as Samsung Display (held by Samsung Electronics), LG display, Visionox, BOE Display and more.
  • OLED equipment makers: There are several public equipment companies (for example Aixtron, or Coherent) that offer OLED production systems. These companies could be a good investment opportunity to investors who believes a new wave of OLED capacity expansion is near.

For private investors who want to find early-stage startups, we offer the OLED crowdfunding arena, a new and innovative service!

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The latest OLED stock news:

UDC reported its financial results for Q4 2023, sees a new cycle of investments in the OLED industry

Universal Display Corporation reported its financial results for Q4 2023, with revenues of $158 million, and a net income of $62 million. For the whole year (2023), UDC reproted revenues of $576 million and net income of $203 million. The company ended 2023 with $800 million in cash and equivalents, and has increased its quarterly dividend.

UDC RGB PHOLED materials photoUDC says that the market still suffers from soft spending in smartphone and premium TVs. UDC, however, says that it believes that the OLED industry is starting a new and exciting multiyear investment cycle.

Read the full story Posted: Feb 23,2024

BOE reports a 70% drop in profits in 2023, as demand for displays remains low

BOE Group says that profits in 2023 dropped almost 70% compared to 2023, as demand for displays is low. BOE says that its profit in 2023 will be in the range of 2.3 to 2.5 billion yuan (around $324 to $350 million USD). Including some nonrecurring items, the company expects to report a net loss of $77 - $100 million USD in 2023 (that's around 70% lower than the loss in 2022).

BOE 15-inch rollable OLED demo, Display Week 2023

BOE says that its LCD business was more profitable in 2023 - which likely means that its OLED business is still incurring losses. BOE updates that it shipped almost 120 million flexible AMOLED displays in 2023 (in October it said it sold over 100 million).

Read the full story Posted: Feb 01,2024

LG Display returns to profit as OLED smartphone and TV shipments increase

LG Display announced its financial results for Q4 2023, with an operating profit of almost $100 million - after 7 quarters of losses. LGD says that demand for both its smartphone displays and WOLED panels (TVs and monitors) has increased. OLED revenues amounted to 57% of the company's total revenues during the quarter. 

LG Display says that it expects market volatility to continue in 2024, due to prolonged unstable macroeconomic conditions. The company will be "strengthening the competitiveness of its OLED businesses", and it expects OLED panel shipments to grow 20% in 2024 compared to 2023. In the upcoming Q1 2024 quarter analysts expected earnings to weaken due to low seasonal demand.

Read the full story Posted: Jan 25,2024

Universal Display reports its financial results for Q3 2023, is on track for a commercial blue in 2024

Universal Display reported its financial results for Q3 2023, with revenues of $141 million (down from $161 million last year) and a net income of $52 million (slightly down from 2022). At the end of the quarter, UDC had $779 in cash and equivalents, and the company updated its guidance for 2023, with revenues to be in the range of $565 million to $590 million.

UDC PHOLED materials photo (2017)
UDC is  optimistic about the near future in the OLED industry, citing market reports that suggest increased demand and production for foldable smartphones and laptops, IT OLED displays, OLED TVs and automotive OLED displays.

Read the full story Posted: Nov 03,2023

Samsung Electronics reports its latest financial results, is optimistic about the mobile OLED market

Samsung Electronics reported its financial results for Q3 2023, with revenues of $50 billion, down 12% from last year, and an operating profit of $1.78 billion - down 78% than last year, but an increase over the previous two quarters. Samsung says that there are still macroeconomic uncertainties, but it sees a recovery in the memory  market in 2024.

Samsung Display reports strong performance in the mobile panel business, as there's good demand for premium OLED smartphone panels panels, and it expects this to be maintained in the near future. The company also hope to expand its large-area QD-OLED panel sales, led by seasonal demand.

Read the full story Posted: Oct 31,2023

Everdisplay's losses increase as demand for OLED displays in sluggish

China-based AMOLED producer Everdisplay (EDO) reported its financial results for Q3  2023. Net loss increased to 1.1 billion Yuan ($150 million USD), and total loss in 2023 so far was 2.39 billion Yuan (around $325 million USD). 

Everdisplay 6-gen flexible OLED fab Shanghai (render)

The company says that the increased loss and drop in revenues were due to the global economic recession and weak demand in the consumer electronics market. The industry is facing a fierce price competition with radical price drops by AMOLED makers causing revenues and losses to decline.

Read the full story Posted: Oct 30,2023

Valiant plans to spin-off and list its OLED production subsidiary, Yantai Gem Chemicals

China-based Valiant announced plans to spin-off its OLED production subsidiary, Yantai Gem Chemicals. 

Yantai Gem Chemicals was established in 2005, and it produces intermediate materials for OLED panels (and other applications). If Valiant is successful in its plan, Yantai Gem will list in Shanghai's stock exchange. Following the spin-off, it will become an independent company, while Valiant will remain the major shareholder.

Read the full story Posted: Aug 22,2023

Everdisplay reports an increased financial loss in the first half of 2023 as demand for OLED displays continues to be weak

China-based AMOLED producer Everdisplay (EDO) reported its financial results for the first half of 2023. The company's income was 1.373 billion yuan ($189 million USD), a decrease of 23.4% from the first half of 2022. The company's loss was 1.296 billion yuan ($178 million USD), an increase of 173% from 2022. 

Everdisplay 6-gen flexible OLED fab Shanghai (render)

Everdisplay attributes its loss to the global economic recession that results in weak demand for consumer electronics, and also to the overcapacity in the industry which leads to aggressive pricing by OLED makers. In addition to the market conditions, Everdisplay's interest expenses has increased and exchange rate fluctuations results in more losses.

Read the full story Posted: Aug 14,2023