近日，海外高校在 OLED领域连续取得两项 最新研究成果。 圣安德鲁斯大学与剑桥大学联合团队 刷新全球最快OLED通信纪录，在2米距离内实现4 Gbps数据传输 ； 另一方面，立陶宛考纳斯理 工大学（KTU）携手乌克兰科学家，开发出全新OLED发光材料 。 传输速率 4 Gbps，OLED通信 技术 再创 新 纪录 外媒报道，英国 圣安德鲁斯大学Ifor Samuel教授、Graham Turnbull教授与剑桥大学Harald Haas教授团队 共同 合作， 实现单 颗OLED器件于2米距离内 完成了 4 Gbps的传输速率，比去 年创造的3.2 Gbps纪录 提升 25%。 研究人员通过重新设计OLED叠层、精确筛选有机材料，显著提升了器件的调制带宽。 近日， 立陶宛考纳斯理工大学（KTU）携手乌克兰科学家 合作， 首次证实由两个施主分子 （ do nor molecule ） 形成的复合物可以高效发光，并据此开发出新型OLED发光材料。 研究人员通过Buchwald-Hartwig交叉偶联反应合成了三种苯乙烯基取代的苯氧嗪和苯硫嗪衍生 物。 研究 结果表明，这些材料具有优异的空穴迁移率，尤其是含有四苯乙 ...

Group 1: Mini-LED Technology in Automotive Displays - The company's Mini-LED technology is positioned as a key development direction in the automotive display market due to its high brightness, contrast, low power consumption, and long lifespan advantages [2] - The rapid growth of the electric vehicle market and the popularity of smart cockpit concepts are driving demand for high-performance and energy-efficient display technologies [2] - The company has established strong partnerships with tier 1 clients such as Continental, Faurecia, and Visteon, as well as end customers like BYD, NIO, and Geely, indicating a robust market presence [2] Group 2: LIPO Technology Development - The company began developing LIPO technology in 2022 to enhance competitiveness in the OLED display sector, responding to the rapid penetration of OLED in various devices [3] - LIPO technology has received high recognition from clients after three years of R&D, and it is expected to positively impact the company's performance as it enters mass production [3] - The introduction of LIPO ultra-narrow bezel technology by Apple in 2024 is setting a market trend, with major brands actively following suit, indicating a growing consumer demand [3] Group 3: Precision Structural Components - The market demand for precision structural components is significantly increasing due to the rapid development of industries such as electric vehicles and consumer electronics [3] - The company established a Precision Industrial Division in 2024 to leverage over 15 years of expertise in precision mold design and processing, focusing on the development of precision components for AI edge products [3]

Group 1 - The research team led by Professor Xiao Zhengguo from the University of Science and Technology of China has made significant progress in enhancing the lifespan of perovskite light-emitting diodes (LEDs), achieving a brightness of over 1.16 million nits and a lifespan exceeding 180,000 hours [1] - Perovskite is recognized as a superior new material with high luminous efficiency, low cost, and flexible production, showing promising applications in solar cells, LEDs, and detectors [1] - The research team improved the stability and brightness of LEDs by adding specific compounds, such as hypophosphorous acid and ammonium chloride, and using high-temperature annealing to create larger, defect-free perovskite films [1] Group 2 - According to Guangda Securities, some OLED material companies have begun to explore related materials and equipment for perovskite solar cells, leveraging their research reserves in OLED materials and understanding of similar structured chemical substances [1] - As the technology for perovskite solar cells matures, domestic OLED material manufacturers are expected to open new growth opportunities in the OLED sector [1] - Company Liyade has started to lay out perovskite LED technology since 2022 [2] - Company Hongli Zhihui is collaborating with research institutions to promote the application of this technology [3]

【IT之家】 在 近日举办的 2025年美国增强现实世界博览会（AWE USA 2025）上，三星公开展 示了专为扩展显示（XR）头显设计的RGB OLEDoS屏幕，峰值亮度高达20000尼特。 三星在本次展会中展示的RGB OLEDoS屏幕，为1.3英寸，像素密度为4200 ppi，峰值亮度高达 20,000尼特，采用微透镜阵列（MLA）技术增强亮度和视角。 图片来源：三星显示 据了解，这种技术曾在2023和2024年被LG用于OLED电视中。相比之下，2023年展出的同类面 板亮度仅为5000尼特，2024年提升至10000尼特。 三星还展示了旗舰款1.4英寸RGB OLEDoS面板，像素密度5000ppi，亮度15,000尼特，支持 120Hz可变刷新率。这些面板上个月已在SID 2025博览会上首次亮相。 三星显示还展出了1.3英寸白色OLEDoS面板，像素密度4000ppi，亮度高达10000尼特。此外， 三星去年收购的美国Micro OLED面板制造商eMagin也带来了新成果，展示了一款超小型0.62英 寸白色OLEDoS面板和一款2600ppi的RGB OLEDoS面板。 图片来源：三星显示 ...

Core Viewpoint - Samsung showcased advanced RGB OLEDoS screens designed for XR headsets at the AWE USA 2025, featuring peak brightness of up to 20,000 nits [1][2]. Group 1: Product Specifications - The RGB OLEDoS screen measures 1.3 inches with a pixel density of 4200 ppi and utilizes micro-lens array (MLA) technology to enhance brightness and viewing angles [2]. - Samsung also presented a flagship 1.4-inch RGB OLEDoS panel with a pixel density of 5000 ppi and a brightness of 15,000 nits, supporting a variable refresh rate of 120Hz [3]. - A white OLEDoS panel measuring 1.3 inches was displayed, featuring a pixel density of 4000 ppi and a brightness of 10,000 nits [3]. Group 2: Production and Future Plans - The white OLEDoS panel is currently in mass production, while the RGB OLEDoS panel is scheduled for mass production next year [6]. - Samsung's acquisition of eMagin has led to the introduction of a new ultra-small 0.62-inch white OLEDoS panel and a 2600 ppi RGB OLEDoS panel [3]. Group 3: Additional Innovations - Samsung introduced innovative screens such as a 12.4-inch Rollable Flex OLED panel suitable for tablets and a Flex S multi-fold OLED panel designed for hybrid devices transitioning from smartphones to tablets [7]. - A stretchable display based on Micro LED technology was also showcased, which could be utilized for innovative advertising in the future [7].

Summary of Universal Display Corporation (UDC) Conference Call Company Overview - **Company**: Universal Display Corporation (UDC) - **Industry**: OLED (Organic Light Emitting Diode) technology and materials - **Key Focus**: Development and supply of OLED materials and technologies for display manufacturers Key Points and Arguments Industry Trends and Growth Catalysts - The long-term growth catalyst for UDC is the increasing demand for energy-efficient displays driven by advancements in consumer electronics, including AI and 5G technologies [8][9] - UDC has a 51% penetration rate in the smartphone market as of the end of 2024, with lower penetration in IT (4%) and TVs (4%) [11][12] - A new multi-year capital expenditure cycle is emerging in the medium-sized market for IT and automotive displays, with significant investments from panel makers [14][15] Capacity and Production - New OLED production facilities are set to come online, including Samsung's Gen 8.6 facility in Q2 2026 and BOE's facility in Q4 2026, with total investments around $20 billion [13][14] - UDC has long-term agreements with major customers like Samsung and LG Display, which include both materials and licensing agreements [17][19] Revenue Streams - UDC's revenue is primarily generated from material sales and licensing agreements, with a projected material to royalty licensing ratio of 1.4 to 1 for the current year [19] - The introduction of blue phosphorescent materials is expected to significantly enhance revenue opportunities, with LG Display showcasing a 15% increase in energy efficiency for their blue panels [21][22] Competitive Landscape - UDC believes it holds a competitive edge in high-efficiency blue materials, asserting that "all roads to high efficiency blue go through us" [26][27] - The company does not foresee significant competition in the blue material space, emphasizing its proprietary technology and established relationships [26][27] Supply Chain and Tariff Management - UDC operates a fabless model, relying on PPG for manufacturing, with production sites in the US and Ireland [37][38] - The company has a diversified global supply chain, mitigating risks associated with tariffs and geopolitical tensions [42][43] Financial Performance - UDC expects gross margins of 76% to 77% and operating margins of 35% to 40% for the year, attributed to its strong licensing business and innovative materials [63][64] - The company has a history of returning cash to shareholders through dividends and a $100 million stock buyback program [68][69] Future Outlook - UDC anticipates continued growth in OLED adoption across various sectors, including automotive and IT, with a focus on next-generation materials and technologies [52][58] - The company is exploring both organic and inorganic growth opportunities through its venture arm, UDC Ventures [72][73] Additional Important Insights - The automotive industry presents a significant opportunity for OLED displays, with multiple displays per vehicle and a growing interest from EV manufacturers [56][58] - UDC's strong relationships with customers and continuous innovation are key to maintaining its leadership position in the OLED market [67]

【WitsView整理】 5月22日， 韩国微显示技术厂商Raontech 宣布， 其已开发出新款0.24英 寸、分辨率为1440x1440 （ 2.5K ） 的LCoS ( 硅基液晶 )微显示器 P24，并 已 向潜在客户提 供样品。 图片 来源：RaonTech Raontech 表示，P24的屏幕尺寸为0.24英寸，与现有产品相似，但像素数量从原来的100万个提 升 至 200万个，实现了1440x1440的分辨率。 据悉， LCoS是一种反射型显示器，其结构是在硅基底上设置液晶显示器，通过改变入射光的相位 来进行图像显示。 Raontech 指出，P24通过引入新的电路和工艺技术，将原先4μm级的像素缩小到3μm，实现了 8500 PPI， 因此P24尽管尺寸较 小， 仍 能实现高分辨率 显示 。 Raontech 表示， 通过推出P24，进一步扩展了 公司包含 LCoS、OLEDoS和LEDoS在内的微型 显示技术产品组合 。 目前， Raontech 公司正同时进军低分辨率信息型智能眼镜和超高分辨率智 能眼镜两个 应用 市场。在 此前 美国举行的SID 2025 展会上，Raontech 展示了包 ...

Analyst's Disclosure: I/we have a beneficial long position in the shares of OLED either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any i ...

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 证券研究报告 华安研究 · 拓展投资价值 | CONTENTS | 01 | 显示技术不断迭代,OLED引领产业升级 | | | --- | --- | --- | --- | | 02 | | OLED产业链全局国产化正当时,上游国产替代空间广阔 | | | 03 | | OLED面板加速渗透,长期需求向好 | | | 04 | | 中国企业逐步赶超,发展重点各异 | | | 敬请参阅末页重要声明及评级说明 | | ● 公 / 全安证券研究所 | | | 年度15分 | | 证券研究报告 | 5 | | | | 华安研究 · 拓展投资价值 | | | 显示技术不断迭代，OLED引领产业升级 | | 01 | | 敬请参阅末页重要声明及评级说明 4 华安研究 · 拓展投资价值 ■ 1.1 显示技术选代升级,OLED引领行业发展 OLED优势显著,有望引领显示产业进行新的变革。显示技术经历了从传统CRT技术主导到LCD技术主导再到OLED等新 A 型显示技术主导的三代演进。相比于以往的显示技术,OL ...

Universal Display (OLED) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Darice Liu - Senior Director of Investor Relations & Corporate CommunicationsSteven Abramson - President, Chief Executive Officer & DirectorBrian Millard - VP, CFO & TreasurerTyler Bisset - Equity Research Associate Conference Call Participants James Ricchiuti - Senior AnalystMehdi Hosseini - Senior Equity Research AnalystScott Searle - Managing Director, Senior Research AnalystNam Hyung Kim - Senior AnalystNone - A ...