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Universal Display Corporation

161.44

+4.642.96%

成交量：52.38万

成交额：8,433.28万

市值：76.73亿

市盈率：33.56

高：162.07

开：156.69

低：156.69

收：156.80

数据加载中...

总览公司新闻公告

TrendForce集邦咨询：预估2025年OLED显示器出货量年增达80.6%

京东方今年概率为苹果供应5000万OLED订单！

维科网显示

串联OLED排名：LG Display位居第一、BOE排名第四！

机构：三星北美OLED电视出货首超LG位居第一

机构：三星北美OLED电视出货首超LG位居第一

Bitget Wallet启动第二期Champion计划

Bitget Wallet启动第二期Champion计划

群智咨询：预计2025年中国内地柔性OLED手机RAMless OLED DDIC需求量将同比增长64% 达到1.5亿颗

【焦点】AI驱动 Q1半导体资本支出同比增长27%；

惠普推出OmniBook 5笔记本：搭载骁龙X Plus处理器和OLED屏幕

【财经分析】面板行业供给端进入存量时代京东方“屏之物联”战略拓展新空间

OLED显示器出货量大幅增长 iPhone15价比百元机果粉直呼按打买

ZOL中关村在线

【TCL华星首次实现全球单一厂商印刷OLED技术全尺寸覆盖】美国加州圣何塞当地时间5月13日，全球显示行业顶级盛会SID2025开幕。TCL华星携APEX臻图技术品牌与全场景印刷OLED全家桶产品矩阵参展。此次展出的印刷OLED产品线覆盖从6.5英寸手机显示到65英寸TV显示的全尺寸领域，包含手机、平板、笔电、显示器等全形态产品，是全球首次由单一厂商实现印刷OLED技术从中小尺寸到大尺寸的全场景覆盖。

消息称三星供应商 Solus Advanced Materials 拟出售 OLED 材料部门，专注新能源汽车电池箔业务

用中小尺寸OLED弥补大尺寸LCD空位 LG Display能否突围三星与BOE的双面“夹击”？

TrendForce集邦咨询：2025年第一季OLED显示器出货量年增175%

消息称京东方计划今年供应1.7亿块柔性OLED显示屏去年供应约1.4亿块

Universal Display 公司报告截至 3 月 31 日的季度业绩 - 收益摘要

Universal Display Corporation盘中异动早盘股价大涨5.05%报131.98美元

消息称红魔骁龙 8 Elite 新平板配备 9 英寸左右定制高刷 OLED 屏

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OLED，也通过5.5代印刷OLED产线，逐步导入医疗与电竞显示器和笔电等应用场景。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1301684.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4518","BK4141","OLED","BK4573","BK4585"],"gpt_icon":0},{"id":"2540050657","title":"京东方今年概率为苹果供应5000万OLED订单！","url":"https://stock-news.laohu8.com/highlight/detail?id=2540050657","media":"维科网显示","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540050657?lang=zh_cn&edition=fundamental","pubTime":"2025-06-04 18:25","pubTimestamp":1749032753,"startTime":"0","endTime":"0","summary":"例如，京东方今年正继续尝试进入苹果iPhone系列的供应链。据报道，京东方目前正在接受为定于今年下半年发布的iPhone 17 Pro供应面板的审批。如果面板认证通过，京东方预计今年将能够生产约5000万块iPhone面板。2024年苹果曾允诺京东方约4000万片OLED订单，但因不知名因素导致其年终供应仅700~800万片左右。但如果京东方承担了5000万部iPhone 17 Pro的生产任务，那么京东方可能需要对其生产设施进行重大升级，并在此过程中危及三星和LG的垄断地位。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604183216a6fa191d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Display位居第一、BOE排名第四！","url":"https://stock-news.laohu8.com/highlight/detail?id=2540087069","media":"Semi Display","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540087069?lang=zh_cn&edition=fundamental","pubTime":"2025-06-04 11:05","pubTimestamp":1749006328,"startTime":"0","endTime":"0","summary":"继今年4月完成广州LCD工厂出售后，LG Display集中发展OLED业务，证券界预计从今年第二季度开始将出现体质改善的效果。根据1日专利信息分析企业Patentsea的数据，LG Display在串联OLED领域，以截至去年为止的美国申请公开标准专利数量348件位居第一。LG Display在2019年业内首次成功实现串联OLED商用化。去年，韩国专利厅对全球五大专利局申请的全球专利进行分析，结果显示LG Display拥有649项专利，以24.9%的占有率位居第一。LG Display表示，将通过确保核心技术的专利来提高竞争力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604110948a6f98d06&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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名核心社区长，以推动平台与用户社群的深度互动。成功入选的社区长将享有官方专属支持，获得每月最高 3,000 美元的社区激励，以及 MacBook Pro、iPhone 16、Switch OLED 等季度奖励。同时，官方还将提供 VIP 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Wallet启动第二期Champion计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2537945574","media":"Odaily","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537945574?lang=zh_cn&edition=fundamental","pubTime":"2025-05-22 20:00","pubTimestamp":1747915200,"startTime":"0","endTime":"0","summary":"Odaily星球日报讯 Web3 钱包 Bitget Wallet 宣布，第二期 Champion 计划现已正式启动，面向中文用户招募 100 名核心社区长，以推动平台与用户社群的深度互动。\n成功入选的社区长将享有官方专属支持，获得每月最高 3,000 美元的社区激励，以及 MacBook Pro、iPhone 16、Switch OLED 等季度奖励。同时，官方还将提供 VIP 客服支持、品牌周边礼包、媒体资源协助等多重权益，帮助社区长提升影响力与运营效率。\n在激励机制上，本期计划引入更加多元的推荐奖励结构，在原有基础上加入可持续拓展的返佣激励模型，鼓励用户扩大社群影响力，提升传播效能，未来还将分阶段推出更多激励政策。\n","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.odaily.news/newsflash/431670?source=share","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"odaily_live","symbols":["LU2108987350.USD","LU0314104364.USD","LU0149725797.USD","LU1244550577.SGD","LU2592432038.USD","HK0000306685.HKD","LU2750360641.GBP","LU1914381329.SGD","LU2430703095.HKD","LU0553294199.USD","LU2756315318.SGD","LU0323591593.USD","LU2065169927.USD","OLED","LU0265550359.USD","BK4574","LU2237438978.USD","LU1974910355.USD","LU2065171311.SGD","LU0965509283.SGD","LU1718418525.SGD","LU2092627202.USD","LU0820561818.USD","LU0868494708.USD","LU1989772840.SGD","LU1868836757.USD","LU0466842654.USD","LU0096364046.USD","LU1629891620.HKD","LU2097344431.USD","LU1366192091.USD","LU2087621335.USD","LU0957791311.USD","SWCH","LU1242518857.USD","LU0265550946.USD","LU2458330243.SGD","IE0004086264.USD","LU1868837300.USD","IE00BKVL7J92.USD","LU1934455194.USD","LU0889565833.HKD","MACW.SI","AAPL","LU0251132253.USD","SG9999015341.SGD","LU0353189680.USD","LU2237443382.USD","VIP","IE00B4YYXB79.USD"],"gpt_icon":0},{"id":"2537948074","title":"群智咨询：预计2025年中国内地柔性OLED手机RAMless OLED DDIC需求量将同比增长64% 达到1.5亿颗","url":"https://stock-news.laohu8.com/highlight/detail?id=2537948074","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537948074?lang=zh_cn&edition=fundamental","pubTime":"2025-05-22 18:50","pubTimestamp":1747911038,"startTime":"0","endTime":"0","summary":"细分市场OLED HV来看，预计2025年全球OLED HV的产能供应约为11万片/月，需求约为9万片月，OLED HV供需比约为16.7%，供需状况略好于整体DDIC市场。RAMless OLED DDIC持续渗透智能手机市场，技术路线逐步转向eMUX/MUX1:1方案随着各终端厂商积极布局，预计RAMless OLED DDIC需求将在2025年将继续保持较高增长率。根据群智咨询数据，2025年中国内地柔性OLED手机RAMless OLED DDIC需求量将同比增长64.4%，达到1.5亿颗。RAMless OLED DDIC在2025年之前的主流技术方案为MUX1:2，由于充电时间不足，显示效果受到一定影响。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1296490.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0345775950.USD","81810","LU0348825331.USD","LU2778985437.USD","LU0359201612.USD","LU0700851271.USD","LU1251922891.USD","LU1720050803.USD","BK4585","LU1981816686.USD","LU0039217434.USD","MIUmain","LU0164865239.USD","BK1618","LU0823426480.USD","LU0708995583.HKD","LU1328277881.USD","LU0823397103.USD","LU0823426308.USD","LU2226246903.HKD","LU0456827905.SGD","BK1521","LU2399975544.HKD","LU0918141705.HKD","LU1868837565.USD","OLED","BK1575","LU0797268264.HKD","LU0918141887.USD","LU1808992512.USD","LU1956131251.USD","BK1523","LU0143863198.USD","LU1719994722.HKD","LU1282648689.USD","LU1813983027.USD","HXXD.SI","LU0320764599.SGD","LU0359201885.HKD","LU0634319403.HKD","LU0314109678.HKD","LU1023057109.AUD","LU0143863784.USD","LU0164880469.USD","LU1303224171.USD","BK1502","LU0307460666.USD","LU1794554557.SGD"],"gpt_icon":1},{"id":"2537950684","title":"【焦点】AI驱动 Q1半导体资本支出同比增长27%；","url":"https://stock-news.laohu8.com/highlight/detail?id=2537950684","media":"爱集微","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537950684?lang=zh_cn&edition=fundamental","pubTime":"2025-05-22 07:29","pubTimestamp":1747870164,"startTime":"0","endTime":"0","summary":"2025年第一季度，与存储器相关的CapEx同比飙升57%，而非存储器CapEx同比增长15%，突显了行业对创新和韧性的关注。报告显示，晶圆厂设备支出在2025年第一季度同比增长19%，预计在第二季度将再增长12%，这得益于对支持人工智能半导体快速采用的先进逻辑和存储器生产的强劲投资。测试设备订单在第一季度同比增长56%，预计在第二季度将增长53%，反映出人工智能和HBM芯片测试的复杂性和严格性能要求的提高。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052207322597613b82&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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5笔记本：搭载骁龙X Plus处理器和OLED屏幕","url":"https://stock-news.laohu8.com/highlight/detail?id=2536688392","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536688392?lang=zh_cn&edition=fundamental","pubTime":"2025-05-19 17:59","pubTimestamp":1747648774,"startTime":"0","endTime":"0","summary":"IT之家 5 月 19 日消息，惠普在 2025 年台北国际电脑展上展出 14 英寸和 16 英寸的 OmniBook 5 笔记本电脑，均搭载高通骁龙 X Plus 处理器与 OLED 屏幕，触控版本配备康宁大猩猩玻璃。惠普 OmniBook 5 因搭载具有 45 TOPS NPU 算力的骁龙 X Plus 处理器，获得了 Windows Copilot + 认证，并配备 Copilot 按键可快速唤醒虚拟助手。惠普 OmniBook 5 将于今年 7 月份上市，仅提供银色配色，14 英寸机型起售价 799 美元，16 英寸起售价 849 美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8jUEs4PwpFG","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0072461881.USD","OLED","BK4518","BK4585","LU0162691827.USD","BK4573","BK4141","LU0006061336.USD","HPQ","BK4533","BK4170","BK4588"],"gpt_icon":0},{"id":"2536566055","title":"【财经分析】面板行业供给端进入存量时代 京东方“屏之物联”战略拓展新空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2536566055","media":"新华财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536566055?lang=zh_cn&edition=fundamental","pubTime":"2025-05-18 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19:26","pubTimestamp":1747308385,"startTime":"0","endTime":"0","summary":"值得一提的是，由于iPhone16新机的上市，导致iPhone15价格持续走低。外媒最新援引机构的数据报道称，在今年一季度，OLED显示器的出货量达到了50.7万台，是去年同期的两倍多，同比大增175%。华硕是OLED显示器出货量第二高的厂商，一季度的份额为21.5%，略低于三星电子。苹果iPhone15(行货）[参考价格] 5288元[成交价格] 239元[电商平台] 拍易得[活动网址]www.paiyide.net/","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-05-16/detail-inewsfmx1914715.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, 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材料部门，专注新能源汽车电池箔业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2534226886","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534226886?lang=zh_cn&edition=fundamental","pubTime":"2025-05-11 15:53","pubTimestamp":1746949989,"startTime":"0","endTime":"0","summary":"IT之家 5 月 11 日消息，据韩媒ChosunBiz报道，三星供应链公司 Solus Advanced Materials 正考虑出售其有机发光二极管 材料部门，以重组业务结构，集中精力于主营业务电池箔 / 铜箔。去年，Solus Advanced Materials 已将 OLED 业务从先进材料部门中分离出来，成立独立组织机构，并在商业报告中单独记录 OLED 相关销售额。分析人士指出，出售 OLED 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17系列。据业内人士透露，预计今年生产的全部iPhone OLED面板中，三星显示将供应50%，LG Display将供应30%。此外，还有观点担心，LG Display的生产能力有限，难以追赶上三星显示。但由于其复杂的制造技术，目前只有LG Display和三星显示获得了苹果的批准。LG Display表示将积极应对中小尺寸OLED市场内的竞争。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250509180640a6d8ee22&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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去年供应约1.4亿块","url":"https://stock-news.laohu8.com/highlight/detail?id=2533610277","media":"TechWeb","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533610277?lang=zh_cn&edition=fundamental","pubTime":"2025-05-06 17:08","pubTimestamp":1746522516,"startTime":"0","endTime":"0","summary":"而从外媒最新的报道来看，已进入苹果供应链的京东方，今年在柔性OLED显示屏方面的目标是出货1.7亿块，如果达到同比就将增长21%，他们在去年是供应近1.4亿块。京东方去年柔性OLED显示屏的出货量未达到预期，还有一方面的原因是他们增加了LTPO OLED显示屏的产量，这导致整体的产量有减少。","market":"hk","thumbnail":"https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180326/hh59-fysqfnf9443570.png/w120h90l50t19b1.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180326/hh59-fysqfnf9443570.png/w120h90l50t19b1.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-05-07/detail-inevrkux0604162.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, 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OLED.OQ公布的截至3月31日的季度调整后每股收益为1.35美元，高于去年同期的每股收益1.19美元。华尔街预期为每股收益 97 美分至 1.19 美元。Universal Display 公司公布的本季度每股收益为 1.35 美元。该公司报告的季度净收入为 6444 万美元。本季度，Universal Display Corp 的股价下跌了 9.9%，今年迄今为止下跌了 14.1%。华尔街对 Universal Display Corp 的 12 个月目标价中位数为 170.00 美元。本摘要由 LSEG 数据于世界协调时 5 月 2 日上午 03:42 生成。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250502:nL4T3RA0BF:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","BK4573","OLED","BK4518","BK4141"],"gpt_icon":0},{"id":"2532019990","title":"Universal Display Corporation盘中异动 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