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1138058

薄膜封裝 (TFE) 市場 - COVID-19 的增長、趨勢、影響和預測（2022-2027 年）

Thin Film Encapsulation Market - Growth, Trends, and Forecasts (2022 - 2027)
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

在預測期內，薄膜封裝 (TFE) 市場預計將以 14.8% 的複合年增長率增長。

許多柔性設備對薄膜屏障的需求不斷變化，智能設備中越來越多地採用柔性 OLED 顯示器，以及對 OLED 技術的資本投資不斷增加，這些都在推動全球薄膜封裝 (TFE) 市場的發展。另一方面，缺乏技術知識和不斷增加的柔性玻璃技術可能會阻礙全球市場。在預測期內，由於 OLED 照明在汽車應用中的應用激增，預計對柔性 OLED 照明的需求將會增加。

主要亮點

  • 薄膜封裝 (TFE) 基於具有交替有機層和無機層的多層薄膜。無機層通常是金屬氧化物並用作防潮層。這些層實際上是不可滲透的屏障，但機械上又硬又脆。此外，這些層天然存在針孔缺陷，使其長期可滲透水和氧氣。有機平面化中間層用於標準 TFE 結構中，以改善多層膜的機械性能（不分層的柔韌性），並在一定程度上限制水通過針孔的滲透。
  • TFE 有能力用 OLED 設備中的薄屏障代替前玻璃層。OLED材料在暴露於水和空氣等各種環境因素時非常容易降解。如果 TFE 成功，它將實現柔性 OLED，通過使用玻璃作為基板材料降低成本，並實現更輕、更薄的顯示器。
  • 多年來，技術創新、投資增加和知識產權保護對 TFE 市場產生了重大影響。除了增強的靈活性和穩健性之外，薄型化、低成本和更輕的器件也是 TFE 技術的主要優勢。原子層沉積 (ALD) 和噴墨打印等新興技術預計將在預測期內影響市場。原材料許可價格、設備成本和某些流程的優化進一步推動了市場。
  • 隨著可穿戴設備的興起，柔性有源矩陣OLED已成為未來的顯示技術。由於柔性器件本質上是剛性的，因此很難用傳統的封裝方法來保護它們，而 TFE（薄膜封裝）作為最有前途的技術正受到關注。此外，近年來，許多汽車製造商與照明製造商合作生產車載OLED照明。OLED 照明解決方案可以提供比傳統白熾燈更高的效率。它還提供了一個機會，讓人們有機會了解在快速發展的領域中開始出現的新的、很少令人驚訝的地方，這可能會進一步推動薄膜封裝市場。
  • 然而，預計柔性玻璃等顯示技術的技術創新將阻礙所研究市場的增長。例如，隨著新的高產量產設備和新材料和製造技術的出現，OLED技術將實現新的柔性產品的下一次飛躍，將它們從玻璃基板中解放出來。
  • COVID-19 大流行擾亂了供應鏈，影響了最終消費者的購買決策和消費行為。此外，大流行還停止了製造業的生產和其他運營。全球薄膜封裝市場對 COVID-19 產生了負面影響。封鎖措施減少了對電子設備的需求，並對半導體行業產生了全球影響。由於全球需求持續下降，汽車出口數量持續下降，我們受到半導體製造設備需求下降的影響。

主要市場趨勢

柔性有機EL顯示器佔據很大份額

  • 在不久的將來，柔性有機發光二極管 (OLED) 很可能成為買家和行業最先進的顯示技術。為了防止水和氧氣滲透到柔性 OLED 器件中，薄膜封裝 (TFE) 技術是最苛刻的需求，因為聚合物基板在器件層的底部和頂部不能提供與玻璃相同的阻隔性能。兩者都有TFE 開發可實現出色的使用壽命。
  • AMOLED（Active Matrix Organic Light Emitting Diode）將在不久的將來演變成OLED電視（電視）、移動設備和智能手錶，因為它具有完美的視頻性能、生動的全彩和薄型等出色的顯示品質，這將導致消費增加，蓄勢待發，進入消費市場。柔性基板上的 AMOLED 因其堅固性和多功能性而被認為是終極顯示器。實現柔性 AMOLED 存在一些障礙，尤其是塑料基板上的 AMOLED。其中，TFE 是 OLED 最困難的任務，在電子產品中對防潮防氧的要求最高。
  • 對具有創新功能的智能手機和可穿戴設備的需求不斷增長，預計將在柔性顯示市場的增長中發揮關鍵作用。例如，根據Ericsson的數據，預計 2021 年智能手機訂閱量將達到 63 億。
  • 鑑於最近可折疊智能手機的成功，多家供應商正在加大研發力度以進一步開發該技術。例如，2021 年 12 月，LG Display 在 CES2022 上宣布，其柔性 OLED 技術將創造一種全新的、不同的生活方式。我們還發布了兩款使用有機 EL 顯示器的新產品。
  • 此外，OLED 技術正在積極響應客戶和市場的需求。成功的柔性 OLED 應用需要 TFE 技術的進一步發展。許多阻隔架構都是可能的，每種技術都以材料、加工和阻隔特性為特徵。這種方法的主要優點是 ALD/MLD 層具有更令人滿意的膜完整性，因此可以使用更少的層來獲得更低的 WVTR（水蒸氣透過率）。然而，MLD/ALD工藝存在吞吐量低、可擴展性差的缺點。
  • 因此，更好地了解聚合物/無機多層的協同效應可能會導致簡單結構的阻隔性能得到改善。然而，TFE在大面積柔性有機EL中的實際應用仍存在問題。因此，新的 ALD 和 MLD 系統將為 TFE 在 OLED 行業提供重要的突破和機遇。

預計亞太地區將呈現最高增長率

  • 預計亞太地區將佔據薄膜封裝市場的很大份額。該地區市場的增長主要與中國電子和半導體行業的發展有關。韓國、中國大陸和台灣地區都深深植根於電子器件製造基地，因此對薄膜封裝技術的需求正在增長。
  • 此外，由於各行業對 FDI 的監管政策更加嚴格，與所有併購行業的全國平均水平相比，電子製造業對 FDI 的開放程度高於全國平均水平。特別是近年來，政府政策幫助該地區建立了充滿活力的電子產業，有望為薄膜封裝行業創造有利的市場環境。例如，印度政府在 2021 年推出了 76,000 盧比的 PLI 計劃，以提振該國的半導體和顯示器製造業。
  • 在中國和印度等新興經濟體，工業化程度的提高和終端用戶行業的增加提供了各種尚未開發的機會。此外，由於太陽能電池板製造和安裝的增加，中國、印度尼西亞、韓國、日本和台灣引領了薄膜封裝市場的增長。根據國際能源署的數據，中國目前生產和供應全球約 80% 的光伏 (PV) 面板。
  • 此外，汽車行業對電子元件和顯示面板的需求不斷增加，預計將推動該地區對半導體和顯示單元的需求，直接影響所研究的市場。

競爭格局

薄膜封裝市場由幾家大公司組成，競爭溫和。在市場份額方面，目前一些大公司佔據了市場主導地位。最終用戶的需求是由安全和監管需求驅動的。在市場上運營的公司利用戰略合作並提供專門的解決方案來增加市場份額和盈利能力。此外，積極開展新興企業的併購，並努力加強與薄膜封裝技術相關的市場組合，提升我們的產品能力。市場上著名的供應商包括Samsung SDI、LG Chem、Applied Materials Inc.、3M等。

  • 2022 年 9 月 - LG Display 開發矽基 OLED 和高效彩色濾光片結構。顯示器的薄膜密封劑厚度為 2.5 微米，剛好足以防止漏光並防止不同顏色的光混合。在開發過程中，我們採用了彩色濾光片材料和有助於在 100°C 下形成的工藝來保護有機 EL 材料。
  • 2022 年 8 月 - LG Electronics（LG）推出了 LG OLED Flex（型號 LX3），這是一款革命性的可彎曲 42 英寸 OLED 屏幕，適用於沉浸式遊戲機、直播電視、PC 和雲遊戲以及內容流媒體服務。LX3 的顯示屏範圍從平面到曲面 (900R)，允許用戶從 20 級曲率中選擇理想的弧度，以獲得個性化的觀看體驗。

其他福利

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

目錄

第 1 章 簡介

  • 研究假設和市場定義
  • 調查範圍

第二章研究方法論

第三章執行摘要

第四章市場洞察

  • 市場概況
  • 產業吸引力——波特五力分析
    • 新進入者的威脅
    • 買方議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭對手之間的競爭
  • 評估 COVID-19 的市場影響

第五章市場動態

  • 市場驅動力
    • 對微電子和消費電子產品的需求增加
    • 智能手機和智能可穿戴設備越來越多地採用柔性 OLED 顯示器
  • 市場製約因素
    • 用於升級產品開發的高研發資金投入
    • 柔性玻璃增長放緩

第六章市場細分

  • 按技術
    • 等離子體增強化學氣相沉積 (PECVD)
    • 原子層沉積 (ALD)
    • 噴墨打印
    • 真空沉積 (VTE)
    • 其他技術
  • 按申請
    • 柔性OLED顯示屏
    • 薄膜太陽能電池
    • 柔性有機EL照明
    • 其他用途
  • 按地區列出
    • 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
    • Samsung SDI
    • LG Chem
    • Universal Display Corp.（UDC）
    • Applied Materials Inc.
    • Veeco Instruments Inc.
    • 3M
    • Toray Industries Inc.
    • Kateeva
    • BASF（Rolic）AG
    • Meyer Burger Technology Limited
    • AMS Technologies
    • Bystronic Glass
    • Aixtron SE
    • Angstrom Engineering Inc.
    • Lotus Applied Technology
    • Beneq Inc.

第八章投資分析

第九章市場展望

簡介目錄
Product Code: 67197

The Thin Film Encapsulation (TFE) market is projected to grow by registering a CAGR of 14.8% during the forecast period. Progress in the requirement for the thin-film barrier in numerous flexible devices, growth in the adoption rate of flexible OLED displays for smart devices, and growth capital investments in OLED technology have been driving the global thin-film encapsulation (TFE) market. On the other hand, a lack of technological knowledge and the augmentation of flexible glass technology may hinder the global market. The demand for flexible OLED lighting is expected to increase as the adoption of OLED lighting in automotive applications proliferates during the forecast period.

Key Highlights

  • Thin-film Encapsulation (TFE) is based on a multilayer film composed of alternate organic and inorganic layers. The inorganic layers are typically metal oxides and serve as moisture barriers. These layers are almost impenetrably substantial barriers but are mechanically rigid and brittle. Furthermore, these layers would naturally have pinhole defects, allowing water and oxygen in the long run. Organic planarization interlayers are used in standard TFE structures to improve the mechanical properties of the multilayer (flexibility without delamination) and limit water permeation through the pinholes to some extent.
  • TFE has the strength to replace the front glass layer with a thin-film barrier present in an OLED device. OLED material is very susceptible to degeneration when exposed to different environmental factors such as water and air. Successful TFE commits to enabling flexible OLED and decreasing cost by replacing glass as the substrate material ending in a lighter and thinner display.
  • Technological innovations, growing investments, and IP protections have significantly affected the TFE market over the ages. In combination with enhanced flexibility and robustness, decreased device thickness, cheap cost, and weight are the significant benefits of TFE technology. The latest technologies, such as atomic layer deposition (ALD) and inkjet printing, are anticipated to impact the market during the estimated period. The price of the raw material license, cost of equipment, and optimization in several processes have further driven the market.
  • With the rise of wearable devices, flexible active-matrix OLEDs have emerged as the future display technology. Because of their inherent rigidity, conventional encapsulation methods are unsuitable for protecting flexible devices, and Thin Film Encapsulation (TFE) has been regarded as the most promising technology. Furthermore, in recent years, many automotive companies have colluded with lighting companies to produce car OLED lighting solutions. OLED lighting solutions can give better efficiency than traditional incandescent lighting; they also provide opportunities to put a light in new and seldom startling places that are only beginning to surface in the quickly growing field, which could further boost the Thin Film Encapsulation market.
  • However, technical innovations in display technologies, such as flexible glass, are expected to challenge the growth of the studied market. For instance, with new high-yield mass-production equipment and the advent of new materials and fabrication technologies, OLED technology would enable the next leap in new flexible products, providing freedom from glass substrates.
  • The COVID-19 pandemic disrupted supply chains and influenced the purchasing decisions and the spending behavior of end-user industries. Furthermore, the pandemic also halted production and other operations in the manufacturing sector. The global thin film encapsulation market has had a negative impact on COVID-19. Lockdown measures reduced demand for electronic gadgets, which had a global impact on the semiconductor sector. The continued decline in worldwide demand and automobile export shipments negatively impacted the market, slowing the demand for semiconductor manufacturing equipment.

Key Market Trends

Flexible OLED Display Segment to Hold Significant Market Share

  • The Flexible organic light-emitting diode (OLED) will be the most advanced display technology for buyers and industries in the near future. Thin-film encapsulation (TFE) technology is the utmost demanding necessity to prevent water and oxygen penetration into flexible OLED devices as a polymer substrate does not offer the identical barrier performance as glass, the TFE development on both the bottom and top side of the device layers for good lifetimes.
  • With excellent display quality, such as perfect video capability, vivid full color, and thin form factor, AMOLED (active-matrix organic light-emitting diode) is progressing into OLED TV (television), mobile devices, and smartwatches are poised to access consumer markets in the near future. AMOLED on flexible substrates would be considered the ultimate display because of its ruggedness and versatility. There are several hurdles to realizing flexible AMOLED, particularly on plastic substrates. Among these difficulties, TFE is the most demanding task because OLED demands the most significant degree of moisture and oxygen penetration protection in electronic gadgets.
  • The increasing demand for smartphones and wearable devices with innovative features is expected to play a crucial role in the growth of the flexible display market. For instance, according to Ericsson, smartphone subscription was expected to reach 6.3 billion in 2021.
  • Considering the recent success of foldable smartphones, several vendors are increasing their R&D efforts to develop the technology further. For instance, in December 2021, LG Display announced that, at CES2022, it would demonstrate how its flexible OLED technology creates new and different lifestyles. The company also announced the unveiling of two new products that would use OLED displays.
  • Furthermore, OLED technologies are persistently meeting the demands of customers and markets. The success of flexible OLED applications still needs further advancements in the technology of TFE. Numerous barrier architectures are possible, and each technology has distinctive materials, processing, and barrier characteristics. The principal benefit of this approach is that it can obtain low WVTR (water vapor transmission rate) with fewer layers because ALD/MLD layers have much more satisfying film integrity. Still, the disadvantage has been the low throughput and restraint in the scalability of the MLD/ALD process.
  • Therefore, more excellent knowledge of the synergistic effect of polymer/inorganic multilayers may lead to enhanced barrier performance from simplistic structures. However, there are still problems with making practically the TFE on extensive area/flexible OLED application. Hence, a novel ALD and MLD system will give a significant breakthrough and opportunity for TFE in the OLED industry.

Asia-Pacific Expected to Witness the Highest Growth Rate

  • Asia-Pacific is expected to hold a significant market share in the thin-film encapsulation market. The regional market's growth can be associated with the progression of the electronics and semiconductor industries, mainly in China. The deep-rooted electronics manufacturing bases in South Korea, China, and Taiwan led to an enhanced demand for thin film encapsulation technologies.
  • Moreover, in a region with restrictive regulatory policies on FDI across the industries, the electronics-manufacturing area is more open to FDI compared with the national averages for all the merged sectors. Government policies, especially in recent years, have supported establishing the dynamic electronics industry in the area, which is expected to create a favorable market scenario for the thin film encapsulation industry. For instance, in 2021, the Indian government launched an INR 76,000 crore PLI scheme to boost the country's semiconductor and display manufacturing industry.
  • The increase in industrialization and an addition in the number of end-user industries in developing economies, such as China and India, have offered various untapped opportunities. Moreover, China, Indonesia, South Korea, Japan, and Taiwan have led the thin-film encapsulation market growth due to growing solar panel manufacturing and installations. According to IEA, China currently manufactures and supplies about 80 percent of the world's solar photovoltaic (PV) panels.
  • Additionally, the growing demand for electronic components and display panels from the automotive industry is expected to boost the demand for semiconductors, and display units in the region, directly affecting the market studied accurately.

Competitive Landscape

The Thin Film Encapsulation Market is moderately competitive and consists of several major players. Regarding market share, some of the major players currently dominate the market. The end-users demand is driven by safety and regulatory needs, and the companies operating in the market are leveraging strategic collaborative initiatives to offer specialized solutions to increase their market share and profitability. The companies operating in the market are also into mergers and acquisitions of start-ups that help improve the served market portfolio on Thin Film Encapsulation technology to strengthen their product capabilities. Some notable vendors in the market include Samsung SDI Co., Ltd., LG Chem, Applied Materials Inc., and 3M, among others.

  • September 2022 - LG Display developed an OLED on Silicon and a highly efficient color filter structure. The thin film encapsulant of the display is made 2.5 micrometers thick, enough for the light not to leak out, and prevents different colors of light from mixing. To develop the product, the company used color filter materials and processes to help it form at 100 Celsius to protect the OLED material.
  • August 2022 - LG Electronics (LG) introduced LG OLED Flex (model LX3), an innovative bendable 42-inch OLED screen for immersive consoles, live TV broadcasts, PC and cloud gaming, and content streaming services. The LX3's display can go from flat to curve (900R), allowing users to choose their ideal arc from twenty levels of curvature for a personalized viewing experience.

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 Threat of New Entrants
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Bargaining Power of Suppliers
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Assessment of Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increase in Demand for Microelectronics and Consumer Electronics Products
    • 5.1.2 Increased Adoption of Flexible OLED Displays for Smartphones and Smart Wearables
  • 5.2 Market Restraints
    • 5.2.1 High Capital Investment in R&D for Developing Upgraded Products
    • 5.2.2 Augmented Growth of Flexible Glass

6 MARKET SEGMENTATION

  • 6.1 By Technology
    • 6.1.1 Plasma-enhanced chemical vapor deposition (PECVD)
    • 6.1.2 Atomic layer deposition (ALD)
    • 6.1.3 Inkjet Printing
    • 6.1.4 Vacuum Thermal Evaporation (VTE)
    • 6.1.5 Other Technologies
  • 6.2 By Application
    • 6.2.1 Flexible OLED Display
    • 6.2.2 Thin-Film Photovoltaics
    • 6.2.3 Flexible OLED Lighting
    • 6.2.4 Other Applications
  • 6.3 By 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 Samsung SDI
    • 7.1.2 LG Chem
    • 7.1.3 Universal Display Corp. (UDC)
    • 7.1.4 Applied Materials Inc.
    • 7.1.5 Veeco Instruments Inc.
    • 7.1.6 3M
    • 7.1.7 Toray Industries Inc.
    • 7.1.8 Kateeva
    • 7.1.9 BASF (Rolic) AG
    • 7.1.10 Meyer Burger Technology Limited
    • 7.1.11 AMS Technologies
    • 7.1.12 Bystronic Glass
    • 7.1.13 Aixtron SE
    • 7.1.14 Angstrom Engineering Inc.
    • 7.1.15 Lotus Applied Technology
    • 7.1.16 Beneq Inc.

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET