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:
- 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. In 2023, eMagin was acquired by Samsung.
- Coherent: Coherent is a world leader in laser, pioneering the use of Excimer Laser Annealing for the production of LTPS and LTPO backplanes. The OLED industry is a major driver for Coherent's business.
- 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 (for Coherent) 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.
OLED maker Qingyue announces that it is being suspected of fraud, GM takes measures
OLED producer Qingyue Technology announced that a suspected fraud investigation has been opened against the company by the China Securities Regulatory Commission (CSRC).
The company's general manager, Gao Yudi, likely being the main target of the investigation, has issued a decision to pay civil damages of at least 10 million Yuan ($1.4 million USD) to the company, and also withdraw his share repurchase proposal. In addition Gau Yudi will place 9 million Qingyue shares into a wholly-owned subsidiary "as a guarantee of performance".
Meta to reportedly cut 30% of its metaverse budget
Bloomberg reports that Meta has decided to cut its Metaverse project budget, by around 30%. Meta has spent over $60 billion, developing AR and VR technologies in the past 5 years.
It is reported that Meta is shifting its priorities back to its core products, and to its AI technologies. While it is seen as a leader in the Metaverse, or in AR, it hasn't managed to translate that into any meaningful products, even though it is leading the AR markets with its AI-powered headsets.
A spotlight on Everdisplay Optronics: China's first AMOLED producer navigating growth and challenges
HKC progresses with its IPO plans, reveals is financials for the first half of 2025
LG Display starts ordering equipment for its E6 AMOLED fab expansion project
A few months ago, LG Display decided to expand its E6 production fab in Paju (referred to as the AP4 plant), as demand from Apple for smartphone iPhone OLED panels is on the rise. The AP4 line currently can produce 45,000 monthly 6-Gen substrates (1500mm x 1850mm), and LG Display will expand it to 60,000 substrates.
LG Display hopes to finalize the expansion project in the second half of 2026, perhaps even in time to supply smartphone AMOLEDs for Apple's 2026 iPhone 18 lineup. Now it is reported that LG Display started to place orders for the equipment required for this capacity upgrade.
LTOM to raise $108 million to increase its production capacity as demand for its OLED materials is rising
China-based Shaanxi Lighte Optoelectronics Material (LTOM) is planning to raise 766 million Yuan (about $108 million USD) in a private placement of shares. The funds will mainly be used to expand its OLED material production capacity, and upgrade its R&D center.
LTOM was established in 2010, and is a developer of OLED and pharmaceutical materials. In recent years it has focused mostly on its OLED side of the business. The company, which trades in the Shanghai STAR Exchange (688150.SS), produces a wide range of OLED stack materials, including emitters, host materials, and HTL materials.
Universal Display reveals it is using NVIDIA's ALCHEMI platform to accelerate its material discovery
NVIDIA publish an interesting article that details how chemistry and material science companies are using its AI chemistry platform (ALCHEMI BCS) to accelerate material research and discovery.
One of these companies is Universal Display Corporation. UDC reveals that the total number of possible molecules it could select from is around 10 to the 100th power. Using the ALCHEMI platform, UDC can evaluate billions of candidate molecules up to 10,000x faster than traditional computational methods - with near-comparable accuracy.
Samsung Display and BOE ended their long OLED IP battle, as BOE agrees to pay royalties for Samsung's patents
According to a report in Korea, BOE and Samsung Display have finally ended their long AMOLED technology dispute, as BOE has agreed to pay royalties for Samsung Display's OLED IP. The two companies will withdraw all their ongoing lawsuits, including in the US and China.
Samsung Display and BOE are fighting a legal battle for quite some time, mostly in the US. The most important one was based on Samsung's claims that BOE, and also some phone parts retailers, infringe upon its AMOLED patents, and have asked the US International Trade Commission (ITC) to ban the import of any devices that use BOE's AMOLED displays, in addition to after-market AMOLED displays. In July 2025, the ITC found BOE guilty as charged, and following its preliminary ruling to ban BOE's AMOLED, it updated that it will likely ban the import of BOE's AMOLEDs to the US for 15 years, and issued a Limited Exclusion Order (LEO). The ban was not to include devices that use BOE's AMOLEDs, though (such as Apple's iPhones), but it was still to be a problem for BOE which is why the company likely agreed to pay the royalties to Samsung.
Hodogaya reports lower OLED materials sales, gets ready to IPO its SFC subsidiary
Japan-based Hodogaya Chemical announced that it has experienced lower-than-expected sales of OLED materials, and so the company expects a decrease in revenues and profits in its 2026 fiscal year (which ends in March 2026). in its functional colorants segment.
For the OLED industry, Hodogaya mostly offers Hole Transport Materials (HTM) and Electron Transport Materials, but the company also offers other OLED stack materials, including emitters and host materials.
