汽車顯示器市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

汽車顯示器市場預計將在 2021 年達到 119 億美元，在 2027 年達到 173 億美元，預測期內（2022-2027 年）的複合年增長率超過 6.41%。

最近的 COVID-19 阻礙了市場的增長。 封鎖和旅行限制減少了對汽車的需求。 受此影響，近兩年汽車行業的汽車零部件增速也有所下滑。 這種趨勢可以在與汽車行業相關的所有領域中看到。

從長遠來看，信息娛樂、遠程信息處理和儀錶盤等各種車載顯示系統的技術進步和創新是市場的主要驅動力。 在發達國家，越來越多的消費者對駕駛便利性和安全性的偏好正在推動市場的增長。

隨著對汽車安全功能的需求增加，增強現實等技術正在從概念走向現實。 寶馬、捷豹和梅賽德斯-奔馳等許多豪華汽車品牌已經在其車輛中配備了 AR 平視顯示器。 增強現實在擋風玻璃上顯示上下文數據以及基本信息。

目前，TFT液晶是主流顯示面板，但預計不久的將來有機EL面板將應用於汽車。 由於使用有機材料和薄塑料基板，有機EL面板具有高度的設計自由度，例如透明顯示器。

在乘用車銷量上升、聯網汽車需求增加以及可支配收入增加的背景下，汽車顯示屏市場蓬勃發展，尤其是在亞太和歐洲經濟體。 由於梅賽德斯-奔馳、奧迪、保時捷、寶馬和捷豹路虎等眾多豪華汽車製造商的存在，預計歐洲將成為市場的另一個主導地位。

車載顯示市場趨勢

OLED 顯示面板增長加速

OLED 面板預計在預測期內將佔據很大的市場份額

由於設計自由度高，以及隨著 OEM 推出新車型而增加的需求。

例如，目前AMOLED（Active Matrix - Organic EL）屏幕主要用於豪華車後座的娛樂。

• 2021 年 11 月，Continental AG 的技術公司從一家全球汽車製造商手中贏得了商用車 OLED 顯示器（有機發光二極管）的首個大訂單，訂單總價值約為 10 億歐元。已達 這種多顯示器集成了兩個屏幕，從駕駛員座椅延伸到中控台，並光學粘合在曲面玻璃後面。 該顯示解決方案的生產計劃於 2023 年開始。

但是，AMOLED 材料和顯示器的成本預計會很高，才能達到汽車級規格。 預計這將略微阻礙市場增長。 隨著智能網聯技術的演進，汽車正在成長為移動智能終端。 除了儀錶盤和中控台的雙顯示器外，平視顯示器、電子後視鏡顯示器、副駕駛娛樂顯示器、後座娛樂顯示器和透明 A 柱也應運而生。 比如2019年推出的HOZON U，除了雙屏顯示外，還配備了整車中控屏和透明A柱。 2020年9月發布的ENOVATE ME7配備了五塊高清顯示屏，包括儀錶盤顯示屏、中控台顯示屏、副駕駛顯示屏和後排雙顯示屏

。 從主機廠發布的概念車型來看，未來曲面顯示將在車載顯示領域大放異彩。

有機EL顯示器首先用於豪華品牌汽車和新能源汽車。 此前，只有像透明A柱和奧迪虛擬後視鏡顯示屏這樣的小顯示屏應用了OLED。 例如

• 到 2020 年，一些商用車將在中控台和副駕駛大屏幕上使用有機 EL。 2020年8月發布的奔馳S級擁有12.8英寸OLED曲面中控台顯示屏，2021款凱迪拉克凱雷德擁有業界首款大曲面OLED集群顯示屏，日產IMQ概念車擁有33.1英寸曲面顯示屏， Audi-Aicon Concept 有一個封閉的顯示屏。

這些發展可能會在預測期內推動對 OLED 領域的需求。

亞太地區有望在預測期內佔據重要的市場份額

隨著出租車後座娛樂顯示器的採用增加以及顯示器製造商專注於生產 OLED 技術，預計亞太地區的市場將加速增長

。

例如

，

印度的汽車產量正在上升，乘用車產量從 2020-21 年的 3,062,280 輛增加到 2021-22 年的 3,650,698 輛

。

與此同時，商用車產量將從 2020-21 年的 624,939 輛增加到 2021-22 年的 805,527 輛。 過去兩年，Uber 和 Ola 等領先的出租車聚合商一直在其高檔和豪華出租車中安裝後座娛樂顯示屏，以吸引客戶的注意力和預訂意向。

與此同時，中國維信諾等汽車顯示器製造商正在為浙江合眾新能源汽車（合眾）提供用於自動駕駛新能源汽車（NEV）的中央信息顯示（CID）系統、儀表板和平視顯示器。，計劃提供後座娛樂顯示器等智能座艙顯示產品。 這些顯示器基於先進的有機發光二極管 (OLED) 技術製造。 因此，上述市場發展和進步可能會在預測期內為亞太地區的整體發展做出貢獻。

車載顯示市場競爭分析

汽車顯示器市場是一個鬆散整合的市場，Continental AG、Visteon Corporation、Panasonic Corporation、Denso Corporation 和 Robert Bosc GmbH 等主要參與者佔據了大量份額。

在企業注重產品創新和技術進步的同時，車載顯示業務在全球市場上競爭激烈。

• 2022 年 1 月，偉世通宣布推出第四代 SmartCore□ 域控制器，以增強安全性和互聯移動性。 Smart Display 無縫支持多個顯示器以及集成的信息娛樂、安全和安保功能，而 Smart Display 具有基於人工智能的語音識別和攝像頭域集成。
• 2020 年 3 月，Continental 週一宣佈為現代 Genesis GV80 推出一款特殊的裸眼 3D 顯示器，該公司聲稱該顯示器將依靠室內攝像頭檢測主持人的注視。

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

第一章介紹

• 調查先決條件
• 調查範圍

第二章研究方法論

第 3 章執行摘要

第四章市場動態

• 市場驅動力
• 市場製約因素
• 產業吸引力 - 波特五力分析
  • 新進入者的威脅
  • 買方/消費者議價能力
  • 供應商的議價能力
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分（按價值劃分的市場規模 - 單位：十億美元）

• 產品類型
  • 中心堆棧顯示
  • 儀錶盤顯示
  • 平視顯示器
  • 後座娛樂顯示屏
• 顯示技術
  • 液晶顯示器
  • 有機EL
• 按地區
  • 北美
    • 美國
    • 加拿大
    • 其他北美地區
  • 歐洲
    • 德國
    • 英國
    • 法國
    • 其他歐洲
  • 亞太地區
    • 中國
    • 日本
    • 印度
    • 韓國
    • 其他亞太地區
  • 世界其他地區
    • 南美洲
    • 中東和非洲

第六章競爭格局

• 供應商市場份額
• 公司簡介
  • Robert Bosch GmbH
  • Continental AG
  • Visteon Corporation
  • Denso Corporation
  • Panasonic Corporation
  • Magneti Marelli SpA
  • Harman International Industries, Inc.
  • Yazaki Corporation
  • LG Display Co.
  • Nippon Seiki Co. Ltd

第7章 市場機會今後動向

The Automotive Display Market was valued at USD 11.9 billion in 2021 and is expected to reach USD 17.3 billion by 2027 registering a CAGR of above 6.41% during the forecast period (2022 - 2027).

Recent COVID-19 has disrupted the market growth. With lockdowns and travel restrictions, the demand for vehicle has declined. As a result, the growth of automotive parts of automotive industry has been also decline in past two year . This trend is seen in the all segment related to automotive industry.

Over the long term, market is primarily driven by the technological advancements and innovations in various vehicle display systems such as infotainment, telematics, instrument cluster etc. In developed nations, rising consumer preference toward driving convenience and safety is driving the market's growth.

With an increased need for vehicle safety features, technologies such as augmented reality have turned from a mere concept into reality. Many luxury car brands such as BMW, Jaguar, and Mercedes-Benz have already implemented AR head-up displays in their cars. Augmented reality shows the situation-specific data on windshields than just basic information.

Currently, most of the panels used in display systems are TFT LCD, whereas OLED panels are expected to be adopted more prominently in automobiles in the near coming years. Due to the use of organic materials and thin plastic substrates, OLED panels provide design flexibility, including transparent displays.

With the growing sales of passenger cars, the rising demand for connected vehicles, and a high disposable income, the automotive display market has been witnessing a rapid growth, particularly in Asia-Pacific and European economies. Europe is expected to be another dominant region for the market due to the presence of a large number of luxury car manufacturers such as Mercedes-Benz, Audi, Porsche, BMW, and Jaguar Land Rover.

Automotive Display Market Trends

OLED Display Panel is Expected to Witness Faster Growth Rate

OLED panels are expected to capture a significant share in the market during the forecast period, owing to its high flexibility in design and growing demand from OEMs in their new model launches. For instance, Currently, AMOLED (Active Matrix - OLED) screens are being used mostly for rear seat entertainment in luxury cars.

• In November 2021, Continental AG technology company has earned its first major order for OLED displays (Organic Light Emitting Diodes) in a production vehicle from a global vehicle manufacturer, with a total order value of around €1 billion. The multi-display stretches from the driver's area to the center console and integrates two screens, which are optically bonded behind a curved glass surface. Production of the display solution is scheduled to start in 2023.

However, to reach the automotive-grade specifications, AMOLED material and display cost are expected to be high. This is expected to slightly hinder the market's growth. With the evolvement of intelligent connectivity technology, cars are growing to be mobile smart terminals. In addition to cluster & center console dual displays, HUD, electronic rearview mirror displays, copilot recreation displays, rear seat entertainment displays, and transparent A-pillars have emerged. HOZON U. For instance, launched in 2019, is equipped with a vehicle control display and transparent A-pillars besides dual displays. ENOVATE ME7 unveiled in September 2020 carries 5 high-definition displays including a cluster display, a center console display, a copilot display and dual displays in the rear row.

According to the concept models released by OEMs, curved displays will shine in the automotive display field in future. Luxury brand cars and new energy vehicles are first making use of OLED displays. Previously, only small displays such as transparent A-pillars, and Audi virtual rearview mirror displays applied OLED. For instance,

• In 2020, some production models use OLED on large displays for center consoles and the copilot. Mercedes-Benz S-class launched in August 2020 is provided with a 12.8-inch OLED curved center console display the 2021 Cadillac Escalade will be packed with the industry's first large-size curved OLED cluster display; Nissan's IMQ concept uses a 33.1-inch curved display, Audi-Aicon concept adopts a surrounded display.

Such developments likely to enhance demand in OLED Segment of the market during the forecast period.

Asia-Pacific Expected to Capture Significant Market Share During the Forecast Period

Asia-Pacific expected to see faster growth in the market studied, owing to the increasing adoption of rear seat entertainment displays in taxis as well as display manufacturers have been focusing on the production of OLED technology. For instances,

In India, automobile production has been increased, Passenger car production has been increced from 3,062,280 units in 2020-21 to 3,650,698 units in 2021-22. Other other hand, Commercial Vehicles production has been incresed from 624,939 units in 2020-21 to 805,527 units in 2021-22. Major taxi aggregators like Uber and Ola have been installing rear seat entertainment display panels in their premium and luxury taxi cabs significantly, over past two years, to attract customers attention and their booking preferences.

While automotive display manufacturers like Visionox in China will be providing Zhejiang Hozon New Energy Automobile Co., Ltd. (Hozon) with intelligent cabin display products featuring center information display (CID) systems, dash boards, head-up display instruments, and rear seat entertainment display instruments for autonomous New Energy Vehicles (NEVs). These displays are manufactures based on the advanced organic light-emitting diode (OLED) technology. Therefore, all the above mentioned developments and advancements in the market likely to contribute for holistic development of Asia-pacific region over the forecast period.

Automotive Display Market Competitive Analysis

The automotive display market is moderately consolidated one as presence of some of key major players, like Continental AG, Visteon Corporation, Panasonic Corporation, Denso Corporation, Robert Bosc GmbH, etc., have captured significant shares in the market.

With companies focusing on product innovation and technology advancement, the automotive display business is experiencing a high competition in the global market.

• In January 2022, Visteon Unveils Fourth-Generation SmartCore™ Domain Controller for Enhanced Safety and Connected Mobility.Smart display offers Seamless support of multiple displays along with integrated infotainment, safety and security features, Smart Disply comes with artificial intelligence-based speech recognition and camera-domain integration.
• In March 2020, Continental has announced on Monday the launch of its 3D display without special glasses for the Hyundai Genesis GV80, which is claimed to rely on an interior camera to detect the driver's line of sight.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Drivers
• 4.2 Market Restraints
• 4.3 Industry Attractiveness - Porter's Five Force Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers/Consumers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION (Market Size by Value - in USD billion)

• 5.1 Product Type
  • 5.1.1 Center Stack Display
  • 5.1.2 Instrument Cluster Display
  • 5.1.3 Head-Up Display
  • 5.1.4 Rear Seat Entertainment Display
• 5.2 Display Technology
  • 5.2.1 LCD
  • 5.2.2 OLED
• 5.3 Geography
  • 5.3.1 North America
    • 5.3.1.1 United States
    • 5.3.1.2 Canada
    • 5.3.1.3 Rest of North America
  • 5.3.2 Europe
    • 5.3.2.1 Germany
    • 5.3.2.2 United Kingdom
    • 5.3.2.3 France
    • 5.3.2.4 Rest of Europe
  • 5.3.3 Asia Pacific
    • 5.3.3.1 China
    • 5.3.3.2 Japan
    • 5.3.3.3 India
    • 5.3.3.4 South Korea
    • 5.3.3.5 Rest of Asia-Pacific
  • 5.3.4 Rest of the World
    • 5.3.4.1 South America
    • 5.3.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Vendor Market Share
• 6.2 Company Profiles
  • 6.2.1 Robert Bosch GmbH
  • 6.2.2 Continental AG
  • 6.2.3 Visteon Corporation
  • 6.2.4 Denso Corporation
  • 6.2.5 Panasonic Corporation
  • 6.2.6 Magneti Marelli SpA
  • 6.2.7 Harman International Industries, Inc.
  • 6.2.8 Yazaki Corporation
  • 6.2.9 LG Display Co.
  • 6.2.10 Nippon Seiki Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS