Investing in OLEDs: discover OLED stocks to invest in - Page 2

Universal Display Corporation reported its financial results for the fourth quarter of 2025, with $172.9 million in revenues (up from $162.3 million in Q4 2024), and net income of $66.3 million (up from $46 million in Q4 2024).

For the full year of 2025, UDC reports revenues of $650.6 million (up slightly from $647.7 million in 2024), and net income of $242.1 million. For 2026, UDC guides for $650-700 million in revenues.

Korea-based OLED materials maker Solus Advanced Materials reported its financial results for 2025, with sales of $420 million, up from 8% in 2024, and an operating loss of $49 million. The company says its loss stems from weak copper foil for batteries business.

For its OLED business unit, Solus reported sales of $86 million, similar to its OLED material sales in 2024. It says it plans to increase its OLED sales in 2026 by 10% to $95 million.

Samsung Electronics reported its latest financial results, as the company achieved record revenues ($233 billion) in 2025 thanks for a strong demand for electronics and memory chips. 

Samsung Display reported revenues of $6.6 billion in Q4 2025, an an operating profit of $1.4 billion. SDC says that its performance in the small and medium display segments (mostly smartphones) is solid, with increased shipments of smartphone, IT and automotive display panels.

LG Display reported its unaudited results for Q4 2025, with revenues of $4.87 billion (up 4% from Q3 2025, but down 8% from last year), an operating profit of $120 million and a net loss of $250 million. 

For the entire year, LG display reported revenues of $18 billion, and a net profit of $360 million - thus returning to a full-year profit for the first time since 2020. The company's management said it plans to invest around $1.4 billion in 2026 in its OLED business.

China-based display driver IC designer Viewtrix Technology is set to IPO at the Hong Kong stock exchange (Main Board), and as part of the process, the company has disclosed its financial performance and market position.

The company estimates that it is China's leading AMOLED display driver IC producer. In the OLED microdisplay backplane market, it ranks second in the world, holding a 40.7% global market share (the company quotes market information from Frost & Sullivan).

Everdisplay (EDO) announced its preliminary 2025 financial results, saying that the company will report a growth of 10% in revenues, although it still suffers from an annual net loss. EDO will soon release its final and full 2025 results.

In the first three quarters of the year, EDO reported 4 billion Yuan ($574 million USD) in revenues, up 8.25% from the first three quarters of 2024. The net loss in the first three quarters was about $196 million.

Universal Display Corporation (UDC) announced that it has signed a long-term OLED material supply and license agreements with Tianma. UDC will continue to provide its phosphorescence OLED materials and technologies to Tianma. The financial terms of the agreements have not been disclosed.

Tianma signed its first agreement with UDC back in 2016, and extended it in 2021. 

China's Jilin OLED Material Tech announced that it plans to raise around 300 million Yuan ($43 million USD) via a new stock offering, mainly to build a new OLED material production plant. Jilin OLED MT is a public company, that trades in the Shanghai stock exchange (ticker: 688378).

Jilin OMT further says that it is seeing increased demand, as Chinese OLED makers are in the process of increase their use of OLED materials made in China, rather then relying on foreign producers.

OLED microdisplay developer Seeya Technology is set to IPO soon at the Shanghai Stock Exchange, with plans to raise $285 million USD. The company filed for an IPO back in June 2025, and on December 24 it has successfully cleared the last review. The company is likely to IPO early in 2026.

Seeya Technology was established in 2016, and is the first of the new range of OLED microdisplay companies in China that managed to achieve mass production of high-quality OLED microdisplays. In April 2024, Seeya announced that it is starting to build its second OLED microdisplay production line, in Shanghai. The cost of the fab, which will have a monthly capacity of 9,000 300 mm substrates, is expected to reach 2 billion Yuan (around $275 million USD).