
Apple pays Samsung about $250 per iPhone Duo screen under a three-year exclusive deal with no rival supplier.
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Apple pays Samsung about $250 per iPhone Duo screen under a three-year exclusive deal with no rival supplier.

Universal Display beat Q2 earnings estimates, but weaker material sales and a lower 2026 outlook keep its recovery dependent on demand.

Universal Display's lower valuation offers some support, but declining growth, weaker material volumes and cautious demand favor waiting for improvement.

Universal Display's 19.7% gain faces a test as softer material volumes and cautious 2026 guidance clash with OLED capacity growth.
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