OLED 微型顯示器市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

OLED 微型顯示器市場預計在預測期內以 27.69% 的複合年增長率增長。

OLED 微型顯示器的特點是體積小，像素密度高。 隨著它們被安裝在智能手機和電視等設備中，需求正在擴大。 此外，OLED微顯示器市場的特點是進入門檻低，收入渠道不斷擴大。

主要亮點

• 由於不同行業對顯示的不同需求，顯示行業已經從本質上的陰極射線管 (CRT) 發展為有機發光二極管 (OLED)。 計算機尺寸已經從大型機發展到掌上電腦，現在發展到對角線小於 1 英寸的顯示框架。 這種框架產生了對微顯示技術的需求。
• NTE 應用是 OLED 微顯示器的最大機會，因為它們在功率、對比度、尺寸和色彩空間方面具有優勢。 這與電子取景器 (EVF) 和個人查看器 (PV) 相關。 目前，近眼 OLED 微型顯示器存在三個主要市場。 有面向消費市場的視頻/VR眼鏡和EV，面向工業市場的物流AR智能眼鏡，面向國防市場的飛行員AR頭盔。
• 與市場上現有的 LCOS、DLP 和 LCD 技術相比，OLED 技術可提供更高的分辨率、更低的延遲、更高的對比度和更高的圖像質量。 對 OLED 微顯示器的需求正在增加。 例如，為視頻遊戲提供 4K VR 耳機、3D VR 和智能眼鏡的公司更喜歡使用 OLED 微型顯示器，而不是其他可用技術。
• 構成 OLED 的金屬陰極和有機材料的低功函數對大氣中的水分和氧氣非常敏感。 水和氧氣滲入塑料基板，氧化沉積的電極，腐蝕功能有機層，在OLED中形成暗點和邊緣收縮。 結果，該裝置退化並且光輸出降低。 這些限制阻礙了市場增長。
• COVID-19 大流行嚴重阻礙了全球 OLED 微顯示器市場。 由於許多國家實施封鎖以遏制 COVID-19 病毒的傳播，OLED 微顯示系統中使用的零部件的全球供應鏈已嚴重中斷。 然而，事情正在恢復正常，對 OLED 微型顯示器的需求也在飆升，幫助市場擴大。

OLED 微顯示器市場趨勢

從細分市場來看，消費電子領域有望佔據較大份額

• 產品利用率的提高為全球消費電子行業創造了積極的市場前景。 此外，為了提供更好的遊戲體驗，OLED 微型顯示器經常用於與各種設備（包括數碼相機和智能手機）兼容的虛擬現實耳機。 因此，消費者對具有更清晰圖像和更寬視野顯示器的小型電子設備的偏好不斷變化，正在推動市場的增長。
• 此外，許多技術進步正在推動市場增長，例如推出具有高光學性能和出色對比度的超高清/高清 (UHD/HD) OLED 微型顯示器。
• 此外，微型顯示器市場也受益於數碼相機的創新和開發。 由於消費者對具有更清晰圖像、更寬視角和克服限制能力的顯示器的需求，OLED 微型顯示器已經獲得了市場份額。 消費者可支配收入的增加正在推動對尖端和奢侈品的需求。 這些產品現在是一種娛樂媒介，反映了新顯示技術的採用。 數碼相機和虛擬現實等消費電子設備正變得越來越流行。
• 家用電器（例如 VR 耳機）的使用正在擴大。 為了獲得更好的遊戲體驗，孩子們正在使用與智能手機和其他小工具更兼容的 VR 耳機。 除了新的智能手機，三星和 HTC 等製造商也銷售 VR 耳機。
• 在預測期內，由於 VR 遊戲耳機的日益普及以及消費者偏好更小、更便攜的電子設備的轉變，預計該市場將實現良好增長。
• 此外，未來幾年 5G 智能手機的比例預計會增加。 隨著顯示技術的發展，OLED可折疊手機的滲透率有望提升。 隨著智能手機品牌定期推出具有改進規格和實惠價格的新旗艦可折疊手機，智能手機普及率有望上升。 據愛立信稱，今年全球智能手機用戶數量超過 60 億。 預計未來幾年還會增加數億人。

亞太地區有望成為增長最快的市場

• 亞太地區的城市化進程不斷加快，顯示器技術不斷進步，因此成為市場研究的重點區域之一。 隨著大公司的進駐、先進技術的日益採用、資本支出的增加以及亞太地區經濟的快速增長，OLED微顯示器具有巨大的潛力。
• 中國已成為亞太地區 OLED 微型顯示器市場的主要供應商。 龐大的客戶群和對投資者友好的法規正在吸引新的參與者。 此外，對先進消費電子產品和創新顯示技術不斷增長的需求正在為所研究市場的增長創造有利的市場環境。
• 此外，對 OLED 顯示器不斷增長的需求也促使新的和現有的供應商進入市場，以增加對新製造設備的投資。 例如，今年6月，領先的OLED微顯示器開發商BCDTEK宣布將在中國淮南建設12英寸OLED微顯示器生產基地。 據該公司稱，它將擁有每月20,000板的生產能力。
• 對 HMD 和 HUD 不斷增長的需求預計將推動日本市場的發展，因為日本也是 HMD 和 HUD 的主要供應商。 在日本，汽車、消費品、工業和企業是使用基於微型顯示器的設備的主要行業。 日本主要的微型顯示器製造商包括精工愛普生、索尼和西鐵城 Finedevice。
• 除了中國、日本和韓國等國家/地區，台灣和印度等國家/地區不斷發展的電子行業也為市場增長做出了貢獻。 此外，這些國家中產階級可支配收入的增加也為研究市場帶來了新的機遇。

OLED微顯示器市場競爭者分析

OLED 微顯示器市場高度分散，主要參與者包括 Microoled SA (Photonis Technologies SAS)、Yunnan Olightek Opto-electronic Technology、Winstar Display、Emagin Inc 和 Kopin Corp。 市場參與者正在採用合作夥伴關係和收購等戰略來加強他們的產品供應並獲得持續的競爭優勢。

2022年8月，小米新相機和數據眼鏡“米家”採用索尼供應的Micro OLED。 索尼提供的顯示屏可提供 3,000 尼特的最大亮度和 3,281 PPI 的分辨率。 MijiaGlasses 的攝像頭是一款 AR HMD 設備，具有雙攝像頭、Snapdragon 8 芯片組和 5 倍光學變焦。

其他福利。

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第1章介紹

• 研究假設和市場定義
• 調查範圍

第2章研究方法論

第 3 章執行摘要

第4章市場動態

• 市場概覽
• 產業吸引力 - 波特五力
  • 供應商的議價能力
  • 買家的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係
• 工業價值鏈分析
• COVID-19 對 OLED 微顯示器市場的影響

第 5 章市場動態

• 市場驅動因素
  • NTE（近眼）應用的增加
  • 高分辨率、高圖像質量、低功耗
• 市場挑戰
  • 保護 OLED 層免受氧氣和水蒸氣的影響
  • 保證高溫下的亮度和壽命

第 6 章市場細分

• 類型
  • 近視
  • 投影
• 最終用戶行業
  • 汽車
  • 醫療保健
  • 工業設備
  • 消費類電子產品
  • 軍事
  • 執法部門
• 按地區
  • 北美
  • 歐洲
  • 亞太地區
  • 世界其他地區

第7章競爭格局

• 公司簡介
  • Microoled SA（Photonis Technologies SAS）
  • Yunnan Olightek Opto-electronic Technology Co. Ltd
  • Winstar Display Co. Ltd
  • Emagin Inc.
  • Kopin Corp.
  • Wisechip Semiconductor Inc.
  • Seiko Epson Corp.
  • Fraunhofer FEP
  • Sony Semiconductor Solutions Corp.
  • Sunlike Display Technology Corp.

第8章 投資分析

第9章 市場將來性

The OLED microdisplay market is expected to register a CAGR of 27.69% during the forecast period. OLED microdisplays offer a compact size with high pixel density. The market is witnessing growth in demand owing to the increased use of microdisplays in devices such as smartphones, television, etc. Moreover, low entry barriers and growing avenues of revenue are the prominent attributes in the OLED microdisplay market.

Key Highlights

• The display industry has advanced from the substantial cathode ray tube (CRT) to the organic light-emitting diode (OLED), owing to the different display needs of various industries. Advancements in computer sizes range from mainframes to palmtops, and now to a display frame that is less than an inch, diagonally. These frames are generating the need for microdisplay technologies.
• Due to power, contrast, size, and color-space advantages, NTE applications represent the largest opportunity for OLED microdisplays. This relates to electronic viewfinders (EVF) and personal viewers (PV). Currently, there are three prominent markets for near-eye OLED micro-displays. The consumer market encompasses video and VR glasses and EV, industrial covers AR smart glasses for logistics, defense market targets AR helmets for pilots.
• OLED technology offers high resolution, low latency, higher contrast, and picture quality than LCOS, DLP, and LCD technologies available in the market. The demand for OLED microdisplays is increasing. For example, companies offering 4K VR headsets, 3D VR, and smart glasses for video games, prefer OLED microdisplays over other available technologies.
• The low-work function of metallic cathodes and organic materials consisting of OLEDs is highly sensitive to atmospheric moisture and oxygen. Water and oxygen penetrate through plastic substrates to form dark spots and edge shrinkages in OLEDs by oxidizing the as-deposited electrodes or corroding the functional organic layers. This results in device degradation and reduced light output. Such limitations are challenging the market growth.
• The COVID-19 pandemic has significantly hampered the global OLED microdisplay market. The global supply chain for the parts and components used in OLED microdisplay systems has been severely disrupted due to the lockdown imposed in a number of nations to stop the COVID-19 virus' spread. However, as the situation is returning to normal, there is an exponential rise in demand for OLED microdisplays, which propels market expansion.

OLED Microdisplay Market Trends

Consumer Electronics Segment is Expected to Hold Significant Market Share

• The rising product utilization is creating a positive outlook for the market in the consumer electronics industry worldwide. Also, to provide a better gaming experience, OLED microdisplays are frequently used in digital cameras and virtual reality headsets that are compatible with various devices, including smartphones. Accordingly, the market growth is aided by consumers' shifting preferences for smaller electronic devices with displays with clearer images and a wide field of view.
• Additionally, many technological advancements, including the release of ultra-high-definition and high-definition (UHD/HD) OLED microdisplays that offer high optical performance and excellent contrast ratio, are boosting the market growth.
• Also, the microdisplay market has benefited from the innovation and development of digital cameras. The OLED microdisplay has gained market share thanks to consumer demand for a display with a clearer image, a wide viewing angle, and the ability to overcome limitations. Consumers' rising disposable income increased the demand for cutting-edge and upscale goods. These products now use entertainment as a medium, which reflects the adoption of new display technologies. Digital cameras and other consumer electronics, such as virtual reality, are becoming more widely used.
• The use of consumer electronics is expanding, including VR headsets. For a better gaming experience, kids use VR headsets that are more frequently compatible with smartphones and other gadgets. Besides new smartphones, manufacturers like Samsung and HTC also sell VR headsets.
• During the forecast period, the market is predicted to grow favorably due to the rising popularity of VR gaming headsets and a shift in consumer preferences toward smaller, more portable electronic devices.
• Additionally, the percentage of 5G smartphones is expected to increase in the upcoming years. The penetration rate of OLED folding mobile phones will grow as display technology develops. The smartphone penetration rate would increase as smartphone brands launch new flagship folding devices regularly, driven by improved specifications and more affordable pricing. According to Ericsson, the number of smartphone subscriptions globally surpasses six billion in the current year. It is forecast to grow further by several hundred million in the next few years.

Asia Pacific is Expected to be the Fastest Growing Market

• The Asia-Pacific is one of the prominent regions for the market studied due to the rising urbanization and technological advancements in display screens. There is a massive potential for OLED microdisplays in Asia-Pacific due to the presence of major players across the region, increasing adoption of advanced technology, increasing capital investments, and rapidly growing economies.
• China has emerged as the leading destination in the Asia-Pacific's micro-OLED display market. The large customer base, along with investor-friendly regulations, is attracting new players to enter the market. The increasing demand for advanced consumer electronic products and innovative display technologies are also creating a favorable market scenario for the growth of the market studied.
• Furthermore, the increasing demand for OLED displays is also encouraging new and existing vendors to enter the market to increase their investment in new manufacturing facilities. For instance, in June this year, BCDTEK, a leading OLED microdisplay developer, announced that it would construct a 12-inch OLED microdisplay production site in Huainan, China, according to the company, would have a production capacity of 20,000 monthly substrates.
• The increasing demand for HMDs and HUDs is expected to propel the market in Japan as Japan also comprises major suppliers of HMDs and HUDs. Automotive, consumer, industrial, and enterprise are key industries in Japan in which microdisplay-based devices are used. Major microdisplay providers in Japan include Seiko Epson, Sony, and Citizen Finedevice.
• Apart from the countries like China, Japan, and South Korea, the growth of the electronics sector across countries such as Taiwan and India is also favoring the market's growth. Furthermore, the increasing disposable income among the middle-class population across these countries is also creating new opportunities for the market studied.

OLED Microdisplay Market Competitor Analysis

The OLED microdisplay market is highly fragmented with the presence of major players like Microoled SA (Photonis Technologies SAS), Yunnan Olightek Opto-electronic Technology Co. Ltd, Winstar Display Co. Ltd, Emagin Inc., and Kopin Corp. Players in the market are adopting strategies such as partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

In August 2022, Micro OLEDs supplied by Sony were used in Xiaomi's new camera and data glasses, "Mijia". The display supplied by Sony offers a maximum brightness of 3,000 nits and a resolution of 3,281 PPI. MijiaGlasses camera is an AR HMD device with a Snapdragon 8 chipset and dual cameras with 5X optical zoom.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter Five Forces
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitutes
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain Analysis
• 4.4 Impact of Covid-19 on the OLED Microdisplay Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Number of Near-to-eye (NTE) Applications
  • 5.1.2 High Resolution, Excellent Picture Quality, and Low Power Consumption
• 5.2 Market Challenges
  • 5.2.1 Protection of OLED Layers against Oxygen and Water Vapor
  • 5.2.2 Luminance and Lifetime Specifically under High-temperature Conditions

6 MARKET SEGMENTATION

• 6.1 Type
  • 6.1.1 Near-to-eye
  • 6.1.2 Projections
• 6.2 End-User Industry
  • 6.2.1 Automotive
  • 6.2.2 Healthcare
  • 6.2.3 Industrial
  • 6.2.4 Consumer Electronics
  • 6.2.5 Military
  • 6.2.6 Law Enforcement
• 6.3 Geography
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia-Pacific
  • 6.3.4 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Microoled SA (Photonis Technologies SAS)
  • 7.1.2 Yunnan Olightek Opto-electronic Technology Co. Ltd
  • 7.1.3 Winstar Display Co. Ltd
  • 7.1.4 Emagin Inc.
  • 7.1.5 Kopin Corp.
  • 7.1.6 Wisechip Semiconductor Inc.
  • 7.1.7 Seiko Epson Corp.
  • 7.1.8 Fraunhofer FEP
  • 7.1.9 Sony Semiconductor Solutions Corp.
  • 7.1.10 Sunlike Display Technology Corp.

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET