Universal Display : OLED Investor Presentation

Published: 2026-05-01 10:59:10 ET OLED

Published on 05/01/2026 at 10:59 am EDT

Updated: May 2026

Key Industry Partner Providing Support with 30-Years of OLED Expertise

Innovator with Robust IP Portfolio of 7,000+ Patents Issued and Pending Worldwide*

Leading Global Supplier of Energy-Efficient PHOLED Materials

OLED Pioneer Enabling Industry Growth

Who We Are

UDC (Nasdaq: OLED) is a leader in the research, development & commercialization of OLED technologies and materials for use in display and solid-state lighting applications.

Founded in 1994

Subsidiaries and offices around the world

Since inception, UDC's innovation strategy has centered on building a strong foundation of best-in-class OLED materials and technologies.

*As of March 31, 2026

UDC HQ

United States

UDC HQ (NJ)

UDC Ventures LLC (NY) PPG (PA & OH)

UDC Ireland

OLED Material Manufacturing Ltd (OM2) & PPG

As of March 31, 2026

More Than

470

Employees

Including

340

Scientists, engineers and technicians

100% UniversalPHOLED® emitters save energy

UDC's emitters do not use conflict

minerals

UDC's Energy-Efficient Phosphorescent Materials

Geographic: from over 25 countries

Gender: 23% female and 77% male1 Cultural diversity

Diverse & Inclusive Workplace

45% female and 55% male1

Named a 2025 Champion of Board Diversity by The Forum of Executive Women

Diverse Board of Directors

ISO 9001:2015 (quality)

ISO 14001:2015 (environment)

ISO 45001:2018 (health/safety)

ISO Certifications

Foster educational STEM initiatives Support community organizations

Employee charity matching program

Community Outreach

Ecovadis: Bronze Sustainability Rating

Newsweek: America's Most

Responsible Companies 2026

Recognitions

1As of December 31, 2025

Innovation & Invention

OLED Enabler

Revenues

Device & Architecture IP

Patent Licensing

License & Royalty Fees

Composition

of Matter IP

PHOLED Emitters & Hosts

Material Sales

Strong, Broad & Deep Patent Portfolio

Dry Printing (UVJP)

RGB

Phosphorescent OLEDs (PHOLEDs)

Plasmonic PHOLED

Device Architectures

AI Machine Learning

Panel Architectures

NIR* PHOLEDs

Light

Out-Coupling

We develop and license enabling technologies that are at the heart of consumer OLED products worldwide, from AR/VR, smartwatches, smartphones, IT (tablets, laptops, monitors), automotive and TVs to lighting products.

We believe that our extensive portfolio of patents, trade secrets and know-how enable our leadership position in the OLED ecosystem.

Our R&D innovations allow us to continuously bolster the depth and breadth of our global OLED intellectual property framework, which currently stands at more than 7,000 issued and pending patents worldwide (as of March 31, 2026).

An Organic Light Emitting Diode is a series of organic thin films between two conductors

When electrical current is applied, bright light is emitted

OLEDs can be used for displays and lighting

OLEDs are not just thin and efficient - they can also be made flexible and transparent

Cathode EIL

ETL

EML EBL HTL HIL

Anode

UniversalPHOLED®

Materials in Emissive Layer

UDC's patented and award-winning phosphorescent OLED technology and materials are integral to

enabling low power consumption in OLED displays and lighting.

Key Benefits of Phosphorescent Emitters

Enable energy efficiency

Reduce requirements for heat dissipation components

Phosphorescent OLED (PHOLED) Innovation

Energy Efficiency

100% Light*

Increase lifetime

Lower product cost

Electric Current

Phosphorescent Emitter

0% Wasted Heat

*100% Internal Quantum Efficiency

Baldo et. al., Nature, 395, 151 (1998)

Smartphone Display Power Consumption

Current performance (2025)

Red & green PHOLED w/ fluorescent blue

~72%

Energy consumption compared to 2015

Projected additional performance improvement

Full red, green & blue PHOLED vs. Prior devices containing fluorescent blue

~25%

Energy consumption compared to 2025

Red & green PHOLED with fluorescent blue

Based on a 5.0" OLED display operating at 600 cd/m2 with video (50% pixels on). PHOLED data is based on UDC estimates. PHOLED=Phosphorescent

Phosphorescent OLED Carbon Savings

Calculated assumptions

There are at least 2 billion active OLED smartphones using UDC's PHOLED materials and technology in the

world today and, assuming:

nits with 50% pixels on

Average use is 4 hours per day Average luminance at 600

Power savings is 30% over LCD

Power savings

Power saving per display is 0.46W Total savings per year is an estimated 1,343 GW-h per year

902,295 Metric tons of carbon dioxide

(CO2) equivalent avoided per year1

Equivalent to carbon sequestered by

14,919,533 tree seedlings grown for 10 years1

1https://www.epa.gov/energy/greenhouse-gas-equivalencies-calculator 11

917M

960M

880M

839M

778M

$49.7

$59.2

$56.0

$52.7

$65.9

$62.2

837M

$70

$60

Revenue (in Billions)

$50

$40

$30

$20

$10

2025 2026 2027 2028 2029 2030

Unit numbers are for OLED smartphones only

Source: Omdia OLED Display Market Tracker - Q1 2026 (April 2026)

27.4

25.5

Square Meters (in Millions)

20 18.9 19.3

23.6

21.7

6.8M

7.5M

7.6M

2025 2026 2027 2028 2029 2030

Unit numbers are for OLED TVs only

Source: Omdia OLED Display Market Tracker - Q1 2026 (April 2026)

Lower Power Usage

RED Phosphorescence reduces power consumption by up to 25%

Add GREEN: Up to 45% cumulative reduction

Add BLUE: Up to 75% cumulative reduction

Enabled by PHOLEDs

Superior Aesthetics

Improved image quality

Thin and Light

180 degree viewing angle

Near infinite contrast ratio (true black)

Real-time video speeds (great for 3D)

Self-emissive display

Low UV output

Minimal bezel

Flexible

More Cost Effective

Fewer manufacturing process steps

Lower bill-of-materials

No backlight required

No color filter required

No liquid crystal required

Reduced driver IC costs

Enables non-glass substrates

Foldables & Slideables

Automotive

TVs

Tablets, laptops & monitors

AR/VR & Gaming

Wearables

Smartphones

Energy-efficient & environmentally friendly

Low drive voltage

Low operating temperatures, cool to touch

Long lifetime

Easy to control

Highly desirable color quality

Wide range of CCT, high

CRI possible

Color tunable

Instant "ON" , Dimmable

without flicker

No glare, no noise

Low UV content

Form factor & low-cost potential

Thin and lightweight

Transparent

Non-breakable, Conformable, Flexible, Foldable, Rollable

Scaling advantage

Roll-to-roll process

Myriad Potential Applications

Batteries

Monitors

OLED

Displays

Clean Energy

Wearable Electronics

Signage & Lighting

Flexible Substrates

Automotive

Organic Photodetectors

UVJP

Universal Vapor Jet Printing

Internet of Things

Printed Electronics

Organic PV

Environmental Monitoring

Artificial

Organs

Tissue Culture

Lab-on-a-Chip

Drug Delivery

Molecular Medicine

Health Monitoring

Diagnostic Testing

Organic Vapor Jet Printing

Carrier gas in

OLED or other material vapor out

Nozzle array prints a series of parallel lines on substrate

Heated evaporator

Substrate

* Image depicts printing of blue after dry printing red and green using OVJP.

Benefits:

Cost-effective • Precise thickness control

High throughput • Co-deposition and multilayer

Dry printing printing

Highly Scalable • Multiple deposition layers in

Digitally controlled patterning one chamber

Supports 4K and 8K resolutions

Applies to thermally vaporizable organic molecules

SEEYA TECHNOLOGY

($ in millions)

$617

$554

$576

$210

$222

$203

$184

$648 $651

$242

$600

$500

$400

$200

$160

$300

$120

$200

$80

$100

2021 2022 2023 2024 2025

$40

2021 2022 2023 2024 2025

$16 $18 $16 $15 $23

Disclaimer

Universal Display Corporation published this content on May 01, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 01, 2026 at 14:58 UTC.