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OLED面板：市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

OLED Panel - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

OLED面板市場規模預計到2024年為516.3億美元，預計到2029年將達到959.3億美元，在預測期內（2024-2029年）複合年成長率為13.19%。

OLED面板-市場

OLED 是一種重要的顯示技術趨勢，具有更大的螢幕大小、改進的 8K（7680 x 4320 像素）解析度以及相對較新的外形尺寸。相當長一段時間以來，三星和 LG 等公司一直在嘗試軟性 OLED 顯示器。尤其是三星，現在在其所有旗艦設備中都使用了曲面軟性 OLED 面板。

主要亮點

  • OLED 可實現發射顯示器，其中每個像素都被獨立控制以產生光（與 LCD 不同，LCD 從背光模組獲取光）。 OLED 顯示器提供卓越的視覺質量，包括鮮豔的色彩、快速的移動，以及最重要的是高對比度。最值得注意的是“真正的”黑色（液晶顯示器由於照明而無法產生這種黑色）。此外，簡單的 OLED架構使得製造軟性透明面板變得非常容易。
  • 由於視角和黑色水平方面的多種優勢，OLED 電視在多個地區的需求激增。根據 ICDM 的說法，在確定電視解析度時，對比度調整比純粹的像素數更重要，而 OLED 電視顯示器滿足這一要求。
  • 根據市場普及模型，軟性OLED預計在可預見的時期內將表現出較高的市場滲透率。隨著智慧型手機在中國等許多重要市場的成熟，智慧型手機製造商正在開發採用軟性 OLED 的新型折疊式行動電話，未來幾年成長潛力更大。
  • 大規模生產使企業能夠享受規模經濟，從而降低設備的整體價格，使設備製造商受益。目前只有少數電視製造商使用 OLED，因為該技術對於中階市場來說太昂貴。許多健身手環和簡單的智慧型手錶設備都使用 PMOLED 顯示器。
  • 例如，Fitbit 的 Charge 手環使用小型單色（白色）PMOLED 顯示器。 OLED 的厚度、彈性和外觀使其成為穿戴式應用中相對於 LCD 更有前景的技術。此外，根據簡單的確定性外推，基於量子點的 OLED顯示面板的需求預計將在預測期內呈指數級成長。

OLED面板市場趨勢

智慧型手機中的 AMOLED 顯示器預計將出現高成長

  • AMOLED是一種應用於平板電腦、智慧型手錶、遊戲機、數位相機、可攜式音樂播放器和音樂製作設備的OLED顯示技術。使用薄膜電晶體（TFT）和儲存電容器來儲存線像素的狀態。 AMOLED 面板比被動矩陣有機發光二極體(PMOLED) 快得多，並且可以輕鬆安裝在任何尺寸的顯示器中。此外，它比以前的顯示技術更節能，提供更清晰的影像品質、更寬的視角，並且對運動的反應更快。
  • 在全球範圍內，快速的都市化、不斷提高的收入水平以及不斷成長的休閒娛樂需求正在對消費性電器產品銷售產生積極影響。這是推動AMOLED顯示領域擴大的最重要因素之一。由於蘇丹、敘利亞和辛巴威等多個地區的通貨膨脹，製造營運成本預計將會上升。然而，與其他顯示技術相比，AMOLED 顯示器具有許多優勢，包括改進的影像品質和改進的顯示品質。高解析度顯示器的普及正在推動市場擴張。
  • 軟性 AMOLED 顯示器通常用於製造行動電話、顯示器和穿戴式技術，因為它們比其他顯示器消耗更少的能量且更便宜。由於包括蘇丹、敘利亞、印度和其他國家在內的許多地區的通貨膨脹，製造營運成本預計將會增加。
  • 技術進步和智慧型手機中 OLED 顯示器的使用不斷增加帶來了巨大的成長機會。此外，LG、飛利浦、SONY等知名電子公司加大對OLED開發的投資，將推動產業在成長期的演變。例如，2022年6月，LG Display與韓國麵包店Paris Baguette合作安裝了38塊透明OLED顯示螢幕，用作數位螢幕。
  • 此外，OLED 面板不需要額外的背光並且具有發射性，因此會在傳統上用於智慧型手機的平板顯示器上投射陰影。此外，由於AMOLED面板具有輕薄、輸出明亮等優越特性，行動電話製造商擴大在其產品中採用AMOLED面板，預計這將推動市場成長。
  • 此外，三星作為 OLED 面板市場的領導者之一，在其大部分智慧型手機中採用了 AMOLED 和 Super AMOLED 顯示技術。
  • 眾多顯示器廠持續投資擴大AMOLED產線，可望提升AMOLED的市場普及。此外，智慧型手機的普及不斷提高，全球對智慧型手機顯示器的需求也隨之增加，預計將推動市場對 AMOLED 面板的需求。

亞太地區佔最大市場佔有率佔有率

  • 亞太地區是 OLED 面板最大的市場，包括 LG 和三星在內的大多數主要企業都在該地區設有生產設施。此外，一些電視和指示牌顯示器製造商以及其他供應商的總部也位於亞太地區。
  • 由於中美貿易戰的影響，中國政府計畫預算的很大一部分都滲透到了顯示產業。相較之下，作為密集招商引資的行業之一的半導體產業卻面臨困境。
  • 儘管國土面積較小，韓國正在投資 OLED 技術的學術研究與開發。該國正在見證 LG 和三星等主要電子公司的巨額投資。
  • 中國預計將控制全球 43% 的 OLED 面板產能，對韓國競爭對手產生重大影響力。京東方科​​技集團和TCL華星光電科技（TCL華星光電）是中國面板製造商，自2019年左右以來，在國家巨額補貼的幫助下一直在提高產量。
  • 根據美國市場研究公司顯示供應鏈顧問公司（DSCC）10月的預測，中國已經超過韓國，到年終韓國的產能佔有率預計將達到55%。發光二極體的開發和生產方式與液晶顯示面板一樣多種多樣，但它們需要工程師具有更深入的技術知識。
  • 中國是世界製造業中心。該公司是全球最大的消費品出口商和成長最快的消費市場之一。該國擁有世界上最大的電視市場之一。例如，LG計劃透過與中國零售商和電視製造商合作擴大其OLED面板業務。預計該地區 OLED顯示面板的銷量將呈指數級成長。

OLED面板產業概況

OLED面板市場分散且競爭激烈，因為存在許多在國內和國際範圍內運營的公司。 此外，面板製造商正在為各種公司投資替代技術，這見證了公司之間的激烈競爭。 市場上的主要參與者是三星顯示器、LG 顯示器和索尼公司。

2023 年 5 月，三星顯示器將推出 Rollable Flex，旨在徹底改變平板電腦和筆記型電腦的移動性，透過將血壓和指紋感應器整合到面板中而無需安裝單獨的模組，從而增加便利性。這些和其他 OLED 突破表明三星渴望建立並主導新的區隔市場。

2023 年 3 月，SONY電子宣布推出 BRAVIA XR 電視系列，以提供最佳的家庭娛樂體驗。 BRAVIA XR 系列包括五種新型號：X95L 和 X93L Mini LED、X90L 全陣列 LED、A95L QD-OLED 和 A80L OLED。所有型號均配備多種功能，讓客戶能夠享受身臨其境型的影片、串流媒體應用程式、遊戲和其他活動。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章 簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

  • 市場概況
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 買方議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的競爭關係
  • 產業價值鏈分析
  • COVID-19 市場影響評估

第5章市場動態

  • 市場促進因素
    • OLED 在智慧型手機中的採用率增加
    • 各國政府對OLED技術發展的支持
  • 市場課題
    • 量子點技術與Micro LED技術的演進

第6章市場區隔

  • 依類型
    • 靈活的
    • 難的
    • 透明的
  • 依顯示地址方式
    • PMOLED顯示器
    • AMOLED顯示器
  • 依尺寸
    • 小型有機發光二極體面板
    • 中型OLED面板
    • 大型有機發光二極體面板
  • 依產品
    • 手機和平板電腦
    • 電視機
    • 汽車
    • 穿戴式的
    • 其他（照明、醫療、家電）
  • 依地區
    • 北美洲
      • 美國
      • 加拿大
    • 歐洲
      • 英國
      • 德國
      • 義大利
      • 法國
      • 其他歐洲國家
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 澳洲和紐西蘭
      • 其他亞太地區
    • 拉丁美洲
      • 巴西
      • 墨西哥
      • 其他拉丁美洲
    • 中東/非洲

第7章 供應商市場佔有率

第8章 競爭形勢

  • 公司簡介
    • Samsung Display Co. Ltd
    • LG Display Co., Ltd
    • Sony Corporation
    • Pioneer Corporation
    • Raystar Optronics Inc.
    • Ritek Corporation
    • OSRAM OLED GmbH
    • WiseChip Semiconductor Inc.
    • Winstar Display Co. Ltd
    • Visionox Co. Ltd

第9章投資分析

第10章投資分析市場的未來

簡介目錄
Product Code: 49656

The OLED Panel Market size is estimated at USD 51.63 billion in 2024, and is expected to reach USD 95.93 billion by 2029, growing at a CAGR of 13.19% during the forecast period (2024-2029).

OLED Panel - Market

OLED is a significant display technology trend, with larger screen sizes, improved 8K (7680 x 4320 pixels) resolution, and relatively new form factors. For quite some time, companies like Samsung and LG have experimented with flexible OLED displays. Samsung, in particular, uses curved flexible OLED panels for all of its flagship devices now.

Key Highlights

  • OLEDs make it possible for emissive displays, where each pixel is independently controlled and generates its light (unlike LCDs, which get their light from a backlighting unit). OLED displays provide excellent visual quality, including vivid colors, quick motion, and, most significantly, a high contrast ratio. Most notably, "real" blacks (LCDs can't produce due to the illumination). Additionally, the straightforward OLED architecture makes it very simple to manufacture flexible and transparent panels.
  • Due to multiple advantages with viewing angles and black levels, OLED Televisions are surging in demand in several regions. According to the ICDM, contrast modulation in qualifying a TV resolution is more critical than pure pixel count, and OLED TV displays cater to this demand.
  • Based on market diffusion models, flexible OLEDs are anticipated to observe a high market penetration in the foreseen period. With the maturity of smartphones in many significant markets, such as China, smartphone manufacturers are developing new, foldable phone models that incorporate flexible OLEDs and further have a massive potential for growth over the next few years.
  • Mass production enables companies to reach economies of scale, thereby benefiting the device manufacturers by reducing the overall price of the device. Only a few TV manufacturers currently use OLEDs, as the technology is considered too expensive for the mid-range market. Many fitness bands and simple smartwatch devices adopt PMOLED displays.
  • For instance, Fitbit's Charge band uses a small monochrome (white) PMOLED display. The thickness, flexibility, and appearance of OLEDs show make it a promising technology for wearable applications over LCDs. Further, based on simple deterministic extrapolation, the demand for quantum dots-based OLED display panels is anticipated to surge exponentially in the forecast period.

OLED Panel Market Trends

AMOLED Display in Smartphone is Expected to Witness High Growth

  • AMOLED is an OLED display technology used in tablets, smartwatches, game consoles, digital cameras, portable music players, and music-making equipment. The line pixel states are stored using a thin-film transistor (TFT) and a storage capacitor. AMOLED panels are far quicker than their passive matrix organic light-emitting diode (PMOLED) and can easily fit into displays of any size. In addition, they are more energy-efficient than previous display technologies, offer more vivid image quality and a broader viewing angle, and respond to motion more quickly.
  • Globally, rapid urbanization, growing income levels, and expanding leisure and entertainment demand favorably impact consumer electronics sales. This is one of the most significant factors promoting the expansion of the AMOLED display sector. The operating expenses of manufacturing are anticipated to rise as a result of inflation in several places, including Sudan, Syria, Zimbabwe, etc. However, there are a number of benefits that AMOLED displays offer over other display technologies, including enhanced picture quality and a high-resolution display, both of which are propelling the market's expansion.
  • Flexible AMOLED displays are often used in the creation of mobile phones, monitors, and wearable technology because they consume less energy and are more affordable than other displays. The operating expenses of manufacturing are anticipated to rise as a result of inflation in numerous places, including Sudan, Syria, India, and other countries.
  • Technological advancements and the increasing use of OLED displays in smartphones provide lucrative growth opportunities. Furthermore, growing investments in OLED development by prominent electronics companies such as LG, Philips, and Sony will drive industry evolution during the growing period. For instance, in June 2022, LG Display collaborated with the Korean bakery Paris Baguette to install 38 transparent OLED displays for use as digital screens.
  • Further, the OLED panel requires no additional backlighting, and it is emissive, due to which overshadows the flat panel displays traditionally used in smartphones. Additionally, owing to the superior properties, such as less thickness and bright output, mobile manufacturers have been increasingly incorporating AMOLED panels in their products, which is likely to drive market growth.
  • Additionally, Samsung, one of the leaders in the OLED panels market, incorporates AMOLED and Super AMOLED display technologies in most of its smartphones.
  • Continuous investment undertaken by numerous display factories to expand AMOLED production lines will boost the AMOLED penetration rate in the market. Moreover, the increasing demand for smartphone displays across the globe, owing to the increasing smartphone penetration rates, is expected to propel the demand for AMOLED panels in the market.

Asia Pacific Occupies the Largest Market Share

  • Asia-Pacific is the biggest market for OLED panels as most key players, including LG and Samsung, have manufacturing facilities in the region. Additionally, several TV and signage display manufacturers and other vendors have headquarters in the APAC region.
  • Due to the trade war between the United States and China, a large portion of the budget planned by the Chinese government is percolating into the display industry. In contrast, the semiconductor industry, one of the intensive investment promotion industries, foreshadows difficulties.
  • Despite its small size, South Korea invests in academic R&D for OLED technology. The country is witnessing huge investments from electronics giants like LG and Samsung.
  • China is on track to control 43% of the capacity for manufacturing OLED panels globally, putting it in striking reach of South Korea's rival. With hefty state subsidies, BOE Technology Group and TCL China Star Optoelectronics Technology (TCL CSOT) are two Chinese panel manufacturers that have increased output since around 2019.
  • China is overtaking South Korea, whose capacity share, according to a projection made in October by the American market intelligence firm Display Supply Chain Consultants (DSCC), is supposed to reach 55% at the end of 2022. OLED panels, which employ organic light-emitting diodes, are developed and produced in many ways as liquid crystal display panels but need engineers with more in-depth technical knowledge.
  • China is the global hub for manufacturing. It is one of the largest exporters of consumer goods and the fastest-growing consumer market in the world. The country boasts one of the world's largest television markets. For instance, LG plans to collaborate with retailers and TV makers in China to expand its OLED panel business. The sales of OLED display panels are expected to grow exponentially in the region.

OLED Panel Industry Overview

The OLED Panel Market is fragmented and competitive because of the presence of many players conducting business on a national and an international scale. Also, panel manufacturers are investing in alternative technologies for various players, which showcases an intense rivalry among the players. The major players in the market are Samsung Display Co. Ltd., LG Display Co. Ltd., and Sony Corporation.

In May 2023, Samsung Display is introducing Rollable Flex, which intends to revolutionize the mobility of tablet computers or laptops, and Sensor OLED display, which offers additional usefulness by incorporating blood pressure and fingerprint sensors in panels without attaching separate modules. With these and other OLED breakthroughs, Samsung is showcasing its desire to establish and dominate new market sectors.

In March 2023, to provide the best possible home entertainment experience, Sony Electronics Inc. introduced its BRAVIA XR TV lineup. The BRAVIA XR lineup has five new models: the X95L and X93L Mini LED, X90L Full Array LED, A95L QD-OLED, and A80L OLED. All models come with features that let customers enjoy immersive video, streaming applications, gaming, and other activities.

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 INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 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 Assessment of Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Adoption of OLEDs in Smartphones
    • 5.1.2 Government Support for the Development of OLED Technology in Various Countries
  • 5.2 Market Challenges
    • 5.2.1 Evolution of Quantum Dot Technology and Micro LED Technology

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Flexible
    • 6.1.2 Rigid
    • 6.1.3 Transparent
  • 6.2 By Display Address Scheme
    • 6.2.1 PMOLED Display
    • 6.2.2 AMOLED Display
  • 6.3 By Size
    • 6.3.1 Small-sized OLED Panel
    • 6.3.2 Medium-sized OLED Panel
    • 6.3.3 Large-sized OLED Panel
  • 6.4 By Product
    • 6.4.1 Mobile and Tablet
    • 6.4.2 Television
    • 6.4.3 Automotive
    • 6.4.4 Wearable
    • 6.4.5 Other Products (Lighting Products, Healthcare, and Home Appliances)
  • 6.5 By Geography
    • 6.5.1 North America
      • 6.5.1.1 United States
      • 6.5.1.2 Canada
    • 6.5.2 Europe
      • 6.5.2.1 United Kingdom
      • 6.5.2.2 Germany
      • 6.5.2.3 Italy
      • 6.5.2.4 France
      • 6.5.2.5 Rest of Europe
    • 6.5.3 Asia-Pacific
      • 6.5.3.1 China
      • 6.5.3.2 India
      • 6.5.3.3 Japan
      • 6.5.3.4 South Korea
      • 6.5.3.5 Australia and New Zealand
      • 6.5.3.6 Rest of Asia-Pacific
    • 6.5.4 Latin America
      • 6.5.4.1 Brazil
      • 6.5.4.2 Mexico
      • 6.5.4.3 Rest of Latin America
    • 6.5.5 Middle East and Africa

7 VENDOR MARKET SHARE

8 COMPETITIVE LANDSCAPE

  • 8.1 Company Profiles
    • 8.1.1 Samsung Display Co. Ltd
    • 8.1.2 LG Display Co., Ltd
    • 8.1.3 Sony Corporation
    • 8.1.4 Pioneer Corporation
    • 8.1.5 Raystar Optronics Inc.
    • 8.1.6 Ritek Corporation
    • 8.1.7 OSRAM OLED GmbH
    • 8.1.8 WiseChip Semiconductor Inc.
    • 8.1.9 Winstar Display Co. Ltd
    • 8.1.10 Visionox Co. Ltd

9 INVESTMENT ANALYSIS

10 FUTURE OF THE MARKET