OLED-Info Pro

The OLED industry moves fast — and keeping track of every new presentation, datasheet, and company report can be a challenge. That’s why we created the OLED Library, part of OLED-Info Pro, where you’ll find a growing collection of brochures, marketing materials, technical documents, and corporate reports from leading companies across the OLED ecosystem.

We keep adding new documents to the Library, and currently we are at 242 items. The latest uploads include：

• TSK Corporation – company and technology introduction to its OLED emitter platform
• Toray Industries – 2025 report
• Plansee – company profile and a brochure on the company's display materials
• Dexerials – integrated report (2025)
• Device Co. – equipment catalog (2024)
• DELO – high-barrier encapsulants product brochure (2024)
• Dai Nippon Printing – company profile (2025)
• Truly – company profile and display catalog (2026)

These documents — and many more — are available exclusively to OLED-Info Pro subscribers. You can also access them directly when browsing a specific company in our OLED Company Directory.

We’re happy to share that our second OLED-Info Pro video lecture is now live — and it’s something new: our first-ever OLED-Info Pro Video Podcast! 

In this episode, we discuss the latest about all four upcoming 8.6-Gen IT OLED lines, market demand for IT AMOLEDs, and more! Watch the new episode now and stay ahead with OLED-Info Pro!

Our new OLED-Info Pro Video Podcast will bring you the latest updates from the OLED industry, insightful commentary on recent developments, and exclusive interviews with industry experts. It’s a dynamic new format that keeps you informed and connected with what’s happening in the world of OLEDs.

Over the past few months, several OLED-Info Pro readers have asked me to revisit Universal Display Corporation (UDC) from a fresh perspective: not as a classic high-growth OLED pure play, but as a potential value stock in a maturing industry ecosystem. This article is my attempt to answer that request directly, and to frame UDC as an established, cash-generative business.

It is important to state - this article is not an investment advice, and you should learn more before you make investment decisions. The author of this post may (and actually does) hold a position in some of the mentioned companies.

Universal Display is one of the OLED industry’s pioneers, a US-based IP and materials company whose phosphorescence emitter technologies and compounds sit at the heart of many of the world’s commercial OLED displays, from smartphones and TVs to IT and automotive panels. The company licenses its OLED patents and sells proprietary PHOLED materials to virtually all leading panel makers, generating high-margin, royalty-like revenue streams from a portfolio that now numbers thousands of issued and pending patents worldwide. We recently posted a spotlight article that discusses UDC's current status and future prospects.

We’re excited to announce a new feature for OLED-Info Pro subscribers — Video Lectures.

Our new video series brings you in-depth presentations on cutting-edge OLED research, market trends, technology insights, and company spotlights — all delivered by industry experts.

These lectures are designed to help you stay up to date with the latest developments in the OLED world and deepen your understanding of key topics shaping the industry.

For most of OLED's commercial history, the industry operated as a near-monolith: virtually every panel maker deposited RGB organic materials through a Fine Metal Mask (FMM) on 6th-generation glass (or polyimide substrates with a glass carrier), while LG Display stood as the sole practitioner of its WRGB architecture for large-area OLED production.

In recent years, we have seen the emergence of new OLED architectures, processes and materials that signal the end of this technological uniformity. In this article, we examine the different technologies, speculate how the industry is changing and where it is headed - and understand the implications for supply chain companies. 

We’re happy to share that we have just completed a full update of all our OLED guides, market presentations, and premium resources inside OLED-Info Pro. This includes the in‑depth OLED Guide, market and industry slide decks, trend analyses, and our growing library of contributed presentations and brochures.

OLED-Info Pro's data is constantly updated, and from time to tome we perform an extensive overhaul of our guide, trend analysis and spreadsheets. OLED-Info Pro provides online access to all the industry guides, data, insights and more, and everything is now updated. 

If you are not yet a member, OLED-Info Pro offers over 300 slides of market and industry reports, 70+ trend and technology slides, 1,700+ structured data rows, and over 200 industry presentations and brochures, all updated regularly and available online for only $24.99 per month (or $199.99 per year). Click here to learn more and subscribe to OLED-Info Pro!

Truly International Holdings is a Hong-Kong headquartered display and electronics manufacturer with over four decades of history, a public company that trades in the HK stock exchange (HKEX: 00732). Truly mostly operates its display business through its subsidiary Truly Semiconductors.

The company is the world's 2nd largest small and medium display maker, operating LCD, PMOLED, and AMOLED fabs, serving automotive, smartphone, wearable, industrial, and medical markets.

Truly is one of the world's leading PMOLED maker, and it is also a small-scale AMOLED maker. In the mid-2010s, Truly had ambitious plans to expand its AMOLED production, but the company later effectively retreated from its large-scale AMOLED strategy, formally terminating its planned 27.9 billion Yuan 6th-Gen AMOLED JV in September 2024, and is instead doubling down on TFT-LCD and niche OLED applications.

The display industry is a large, but highly centric industry, making it quite unique. On one hand, the display industry generates around $170-200 billion in yearly sales, with around 25% of these sales generated from OLED panel sales (around $50 billion annually). On the other hand, the entire industry is comprised of a handful of very large display makers, concentrated in three countries: Korea, China and Taiwan.

In this article, we look at recent investment patterns, detail display related investment in the past 15 years, discuss the companies involved and the outcome of these investment (38 companies under discussion), offer a directory of over 103 VCs and CVCs active in the display industry, and end with a strategic discussion and tips for early stage companies and investors alike. We hope this will be highly useful for early stage companies that seek to raise more capital, as VCs with experience in this industry are far more likely to be interested in display related early stage ventures.

The display industry has experienced significant investment activity over the past decade, with total disclosed funding exceeding $4 billion across OLED, microLED, QD, and related display technologies. In addition, large tech giants such as Apple, Amazon, Meta, Google, and others, have invested billions in internal display-related R&D efforts. Many investors are cautious about investing in this area, as the low number of potential customers coupled with intensified competition, means that it is challenging to early stage companies to succeed. Industry veterans, however, know that while the stakes are high, so are the rewards - companies that manage to penetrate the supply chain of leading display makers are looking at high potential sales and their competitors will face similar challenges.

OLED‑Info Pro remains a go‑to resource for rigorous, in‑depth coverage of the OLED industry, giving subscribers exclusive access to premium reports on cutting‑edge technologies, market dynamics, and strategic shifts.

In recent months, OLED-Info Pro has released a rich lineup of high‑value articles that shed fresh light on the fast‑changing OLED landscape—essential reading for professionals, investors, and enthusiasts who want to stay one step ahead.

8.6-Gen AMOLED production lines - current snapshot and future industry outlook (February 9, 2026)

In our latest premium article, we discuss the OLED's industry main new target - the IT display sector, mainly tablets, laptops and monitors. As technology and process readiness converged with increased interest in premium IT displays, the OLED industry started massive investments into next-generation production lines.

In this article, we detail all four 8.6-Gen OLED production lines that are currently being built - by Samsung Display, BOE, TCL CSOT and Visionox. We also other display makers and how likely they are of launching large-scale 8.6-Gen lines as well. Finally, we see how these new lines will effect the entire OLED industry, whether it is likely we'll see new lines (do we actually need all that added capacity?) and what we expect to happen next.

As the global electronics industry pursues supply chain diversification away from China's overwhelming dominance, India has emerged as a focal point for next-generation manufacturing. There’s much government backing towards the semiconductor industry, but our focus, of course is on the display industry.

Can India establish itself as a significant display manufacturing hub? In this article we look into India’s display research capabilities, the country's chemical industry, supply chain challenges, the geopolitical imperative to reduce Western dependence on Chinese production, and current OLED, LCD and microLED projects and efforts. We conclude by trying to predict where India is header, and whether there is a real chance that in the future will see a meaningful display industry in India.