格隆汇9月5日丨隆利科技(300752.SZ)在互动平台表示，公司在VR/XR显示领域已有较深的技术积累， 公司布局的Mini-LED背光显示技术产品获得了Meta、Pico、Vajor等客户的高度认可并已实现批量交 付。 ...

Question-and-Answer SessionI'll kick it off with my questions first. If you have a question, you can raise your hand any time, and we'll do more Q&A. Brian, just as a starting point, kind of state of the union on the OLED market, when you entered this year versus where we are right now, there have been tariffs and pull forward in some of the consumer end markets. So just kind of walk us through how this year has played out so far? And then the state of the OLED market?Brian MillardVP, CFO & Treasurer Sure. ...

股权投资基金以有限合伙的形式组建，名称拟定为深圳市九天智城超高清视频显示产业私募股权投资基金合伙企业（有限合伙）（以企业登记机关最 终核准的名称为准，以下简称"合伙企业"），总认缴出资额为20 亿元人民币，其中公司作为有限合伙人认缴出资 6 亿元人民币，深圳市引导基金作 为有限合伙人认缴出资 9.8 亿元人民币，光明区引导基金作为有限合伙人认缴出资4 亿元人民币，深圳市九天智城管理咨询合伙企业（有限合伙）作 为普通合伙人认缴出资2,000万元人民币；投资领域为超高清视频显示领域。 TCL表示：公司持续聚焦于半导体显示、新能源光伏和半导体材料业务领域发展，本次与深圳市引导基金方共同投资设立合伙企业，主要期望通过专 业化的管理和市场化的运作，加强对上下游前沿技术布局和开拓，带动深圳市显示产业链发展和技术进步。 本次投资的资金来源为公司自有资金， 不会影响公司生产经营活动的正常运行，不会对公司财务及经营状况产生重大影响。 来源：TCL科技集团股份有限公司 对接需求请扫码 日前，TCL科技集团股份有限公司发布关于参与出资设立深圳市超高清视频显示产业基金的公告：为进一步发挥和利用产业优势和资源，加强对显示 产业链上下游 ...

Smartkem's Head of Technology Transfer Steven Tsai will be delivering a talk on behalf of the Dean of Hon Hai Research Institute, Prof. Hao-Chung Kuo, at 9:00 am on Wednesday, August 20, which will be followed by Smartkem's Chief Technology Officer Dr. Simon Ogier at 9:30 am MANCHESTER, England, Aug. 13, 2025 /PRNewswire/ -- Smartkem (Nasdaq: SMTK), which is seeking to change the world of electronics with a new class of transistor technology, will be delivering presentations at the 25th International Meetin ...

Financial Performance - Universal Display Corporation (OLED) reported second-quarter 2025 net income of $67.3 million or $1.41 per share, an increase from $52.3 million or $1.10 in the same quarter last year, beating the Zacks Consensus Estimate by 23 cents [3] - Revenues for the quarter reached $171.8 million, up from $158.5 million year over year, exceeding the consensus estimate of $162 million, driven by higher royalty and licensing revenues [4][10] - Material sales contributed $88.6 million to revenues, a decrease from $95.4 million in the prior-year quarter, while revenues from green emitter sales declined to $64 million from $72 million [5] Revenue Breakdown - Revenues from royalties and license fees were $75.7 million, up from $59.6 million in the year-ago quarter, surpassing the estimate of $64.4 million [6] - Contract research services generated $7.4 million in revenues, compared to $3.5 million in the prior-year quarter, beating the estimate of $3.6 million [6] Operational Metrics - Quarterly gross profit was $132.6 million, compared to $120.2 million in the prior-year quarter, with a gross margin of 77%, up from 76% a year ago [7] - Operating income was $68.5 million with a margin of 40%, compared to $56.4 million and 36% in the year-ago quarter [7] Cash Flow and Liquidity - In the first half of fiscal 2025, OLED generated $82.5 million in cash from operating activities, down from $139.2 million in the year-ago period [8] - As of June 30, 2025, the company had $95.8 million in cash and cash equivalents [8] Guidance and Market Outlook - For 2025, OLED upgraded its revenue guidance to a range of $650-700 million, up from the previous forecast of $640-700 million, with a predicted gross margin of 76-77% [9][10] - The company remains optimistic about long-term growth potential, driven by increasing OLED adoption in consumer electronics and automotive sectors [11]

Core Insights - E Ink has achieved top scores in the 2024 CDP assessments, being included in the "A List" for both Climate Change and Water Security, placing it among the top 2% of companies globally recognized for sustainability efforts [1][2][12][13] Sustainability Achievements - The company received 13 "A" scores out of 16 categories in the Climate Change evaluation and 7 "A" scores across 11 categories for Water Security, indicating strong performance in governance, environmental policies, and risk disclosures [3] - E Ink has reduced GHG emissions by 42% and water intensity by 33% compared to 2021, demonstrating significant progress in carbon reduction [5] Strategic Frameworks and Commitments - E Ink actively adopts international frameworks such as TCFD and TNFD to analyze risks and opportunities in its value chain, and supports initiatives like SBTi and RE100 to limit global warming to 1.5°C [4] - The company has pledged to use 100% renewable energy by 2030 and achieve net zero carbon emissions by 2040 [9] Supply Chain Management - E Ink has achieved "Advanced" certification under ISO 20400 for sustainable procurement and has established a comprehensive supply chain management system that includes ESG surveys and risk assessments [7] Product Innovation - The company has completed product carbon footprint assessments for two products based on ISO 14067 and continues to invest in low-power, low-carbon ePaper technology [6][8]

Core Viewpoint - Recent advancements in OLED technology have been achieved by overseas universities, highlighting significant improvements in data transmission rates and the development of new OLED materials. Group 1: OLED Communication Breakthrough - A collaborative team from the University of St Andrews and the University of Cambridge has set a new record for OLED communication, achieving a data transmission rate of 4 Gbps over a distance of 2 meters, which is a 25% increase from the previous record of 3.2 Gbps [2][5] - The team maintained an effective transmission rate of 2.9 Gbps over a 10-meter link, extending the previous single OLED transmission distance by 40 times [5] - The stability of OLED devices is identified as a key factor in achieving high-speed communication [5] Group 2: Development of New OLED Materials - A research team from Kaunas University of Technology in Lithuania, in collaboration with Ukrainian scientists, has developed a new type of OLED emitting material that demonstrates efficient light emission [8] - The researchers synthesized three derivatives of phenylthiazine and phenylpyridine through Buchwald-Hartwig cross-coupling reactions, showing excellent hole mobility, particularly in derivatives containing tetracene groups [8] - OLED devices based on these new materials emit blue light at a wavelength of 500 nm, achieving a brightness exceeding 1000 cd/m² and an external quantum efficiency (EQE) ranging from 2.5% to 6% [9]

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]

2024 Corporate Social Responsibility Report © 2025 Universal Display Corporation. All rights reserved. Issued on April 24, 2025. Table of Contents | 3 | Message from Our CEO | 39 | Our Carbon & Climate | | --- | --- | --- | --- | | 4 | Our Company | 43 | Our Environment, Health & Safety | | 13 | Our People | 51 | Our Performance | | 24 | Our Community | 57 GRI Index | | | 28 | Our Supply Chain | 71 SASB Index | | | 36 | Our Certified Management Systems | 75 | About Our Report | 2 A Message From Our CEO Stev ...

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]