UBI Research says that the OLED stack materials market grew 7.1% in 2025, and reached $2.277 billion. Leading material providers are Universal Display, Qnity (DuPont), LG Chem, Samsung SDI, Merck, Idemitsu Kosan, SFC, and Solus.
The market share of China-based materials makers (including EMT, LTOM, Summer Sproud, Jilin OLED and others) is increasing, and in total China-based materials makers had a market share of 15%.
UBI expects the market to stagntate, or even decline slightly in 2026, but at a slower rate, as the smartphone market is shrinking mostly due to rising memory prices. This will mostly effect China-based OLED makers and China-based material producers.
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Posted: Jun 24,2026 by Ron Mertens