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1629859

全球柔性 OLED 市场 - 2024-2031

Global Flexible OLED Market - 2024-2031

出版日期: 2024年12月30日 | 出版商:

DataM Intelligence | 英文 207 Pages | 商品交期: 最快1-2个工作天内

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简介目录

2023年全球柔性OLED市场规模达78.3亿美元，预估至2031年将达1,177亿美元，2024-2031年预测期间复合年增长率为40.32%。

OLED 是一种创新的显示技术，可实现美观且节能的显示器和照明面板。 OLED 被用于众多行动装置和电视中，即将推出的新一代面板将变得灵活且柔韧。 OLED 代表了显示器领域的最新技术进步，与传统 LED 和 LCD 显示器相比，具有更高的性能和增强的光学特性。

由于用户接受度、保护和成本效益等外部因素，柔性显示技术在智慧型手机和平板电脑中的应用仍然不明确，这给智慧型手机製造商带来了重大挑战。然而，它可能会在其他行业中广泛应用，例如汽车和交通。

三星显示器打算建立一条新的第六代柔性OLED生产线。新生产线将取代 SDC 牙山工厂用于电视生产的现有 LCD 生产线。新的製造设施将耗资约27亿美元，每月产能为30,000个基板。这将使 Samsung Display 的 AMOLED 产能增加至每月 195,000 个基板。

动力学

技术进步

柔性 OLED 市场因其灵活性、透明度和能源效率等独特属性而能够改变显示器和照明产品，从而推动了柔性 OLED 市场的发展。透过卷对卷技术製造柔性 OLED 的能力可实现经济的大规模生产，使其在可穿戴技术、曲面显示器和先进照明解决方案等应用中具有变革性。

柔性 OLED 在智慧手錶和曲面显示器中的首次市场亮相凸显了它们的日益普及，并为其他行业的进一步应用铺平了道路。材料和製造技术的创新是柔性 OLED 市场的重要推动者。改进柔性塑胶基板的阻隔层和薄膜封装方法对于确保使用寿命和防止水分和氧气等环境因素至关重要。

技术进步预计将导致适应性极强的 OLED 面板投入商业使用，能够平滑地整合到平面和曲面中。着名的显示器和照明公司举办的展览突出了这项技术的革命性能力，推动了大量投资并加速其普遍接受的进程。

汽车和穿戴式应用

柔性 OLED 因其能够轻鬆贴合弯曲或非典型表面而在汽车行业中得到越来越多的采用。这些显示器为汽车应用提供了独特的美学吸引力和实用性，包括资讯娱乐系统、仪表板显示器和平视显示器。 OLED 的适应性有助于独特的设计，改善驾驶体验，同时确保良好的可视性和清晰度，特别是在困难的照明环境下。

此外，OLED 的能源效率和厚度的减少使製造商能够创造出更精简和现代的汽车内饰，反映了汽车行业的新兴趋势。穿戴式技术，尤其是智慧手錶和健身追踪器，受益于柔性 OLED 萤幕。此显示器提供纤薄、轻巧的选择，可适应手腕的轮廓，提高使用者舒适度，同时保持显示品质。

柔性 OLED 提供生动的色彩准确度、更高的对比度和最低的功耗，使其成为需要延长电池寿命的可穿戴设备的最佳选择。随着对时尚实用的可穿戴技术的需求不断增长，OLED 的适应性和效率使其成为在这个快速扩张的行业中提高视觉吸引力和功能性的首选。

降解问题

柔性OLED市场的一个主要限制是与半导体、绝缘层和导电层沉积过程中使用的溶剂相关的困难。在製造柔性颜色可调电致发光装置的全溶液可加工方法中加入溶剂可能会导致与底层的不良相互作用。溶剂与这些层的结合可能会引起它们的膨胀。膨胀会对多层结构的完整性产生不利影响，进而降低装置的整体性能。

对于柔性 OLED 技术来说，层退化的可能性尤其令人担忧，其中保留准确、高品质的多层结构对于实现最佳性能至关重要。底层的扩散可能会导致设备的效率、稳定性和耐用性降低。业界对可扩展、高性能柔性 OLED 系统的追求在调节溶剂相互作用和保持结构完整性方面面临巨大障碍，阻碍了这些技术的主流采用。

OLED is an innovative display technology that facilitates aesthetically pleasing and energy-efficient displays and lighting panels. OLEDs are being utilized in numerous mobile gadgets and televisions and the forthcoming generation of these panels will be flexible and pliable. OLEDs represent the newest technological advancement in the display sector, offering higher performance and enhanced optical properties relative to traditional LED and LCD displays.

The application of flexible display technology in smartphones and tablets remains ambiguous due to external factors, including user acceptance, protection and cost-effectiveness, which pose significant challenges for smartphone manufacturers. However, it may find extensive application in other industries, such as automotive and transportation.

Samsung Display intends to establish a new sixth-generation flexible OLED production line. The new line will supplant the existing LCD line utilized for TV production at SDC's Asan facility. The new fabrication facility will incur a cost of approximately US$ 2.7 billion and will possess a monthly capacity of 30,000 substrates. This would augment Samsung Display's AMOLED production capacity to 195,000 substrates per month.

Dynamics

Technology Advancements

The flexible OLED market is propelled by its capacity to transform display and lighting goods through its distinctive attributes of flexibility, transparency and energy efficiency. The capacity to manufacture flexible OLEDs through roll-to-roll techniques enables economical large-scale production, establishing them as transformative in applications including wearable technology, curved displays and advanced lighting solutions.

The initial market debuts of flexible OLEDs in smartwatches and curved displays underscore their increasing adoption and pave the way for further application across other industries. Innovations in materials and manufacturing techniques are essential facilitators for the flexible OLED market. Improved barrier layers for flexible plastic substrates and thin-film encapsulation methods are essential for assuring longevity and safeguarding against environmental elements such as moisture and oxygen.

The technological advancements are expected to result in the commercial availability of extremely adaptable OLED panels, capable of integrating smoothly into both flat and curved surfaces. Exhibitions by prominent display and lighting firms highlight the revolutionary capabilities of this technology, driving substantial investment and expediting its journey towards general acceptance.

Automotive and Wearable Applications

Flexible OLEDs are increasingly being adopted in the automotive industry for their capacity to fit effortlessly into curved or atypical surfaces. These displays provide distinctive aesthetic allure and usefulness for automotive applications, encompassing infotainment systems, dashboard displays and head-up displays. The adaptability of OLEDs facilitates unique designs that improve the driving experience while ensuring good visibility and clarity, especially in difficult lighting circumstances.

Furthermore, the energy efficiency and reduced thickness of OLEDs allow manufacturers to create more streamlined and modern vehicle interiors, reflecting a burgeoning trend in the automotive industry. Wearable technology, especially in smartwatches and fitness trackers, benefits from flexible OLED screens. The displays offer a slim, lightweight option that adapts to the wrist's contours, improving user comfort while maintaining display quality.

Flexible OLEDs provide vivid color accuracy, elevated contrast and minimal power usage, rendering them optimal for wearable devices necessitating extended battery longevity. With the rising demand for fashionable and practical wearable technology, the adaptability and efficiency of OLEDs render them a favored option for improving both visual appeal and functionality in this swiftly expanding sector.

Degradation Issues

A major limitation in the flexible OLED market is the difficulties related to the solvent employed in the deposition process of semiconductor, insulating and conductive layers. The incorporation of solvents in the all-solution processable approach for the fabrication of flexible color-tunable electroluminescent devices may result in undesirable interactions with the underlying layers. The binding of the solvent to these layers may induce their expansion. The expansion adversely affects the integrity of the multilayer structures, thereby diminishing the overall performance of the device.

The potential for layer degradation is especially alarming for flexible OLED technologies, where the preservation of accurate, high-quality multilayer structures is crucial for optimal performance. The proliferation of underlying layers may lead to diminished efficiency, stability and durability of the device. The industry's pursuit of scalable, high-performance flexible OLED systems faces a substantial obstacle in regulating solvent interactions and maintaining structural integrity, hindering the mainstream adoption of these technologies.

Segment Analysis

The global flexible OLED market is segmented based on product, store type, end-user and region.

Advancements driving Mobiles and Television

The global proliferation of smartphones is rapidly escalating the need for high-definition ultra-high screens. Numerous organizations, like Apple and Samsung, are utilizing AMOLED screens in their flagship models, prompting other firms to adopt the practice. Nonetheless, a flexible OLED offers numerous advantages, particularly in mobile devices, including lighter, smaller and more resilient displays compared to glass-based alternatives. There were a significant advantage for mobile phone producers, as they offered enhanced performance, durability and weight reduction.

In May 2022, LG Display Co. Ltd announced the introduction of its next-generation OLED solutions at the 2022 Society for Information Display (SID) held in San Jose, California. The items encompassed OLED.EX as well as bendable and foldable OLED panels. This innovation is anticipated to reinforce the company's leadership in the OLED market examined.

Geographical Penetration

Growth in Disposable Incomes in Asia-Pacific

Asia-Pacific dominated the market, the economies of significant nations such as India and China are expanding, resulting in a rise in consumers' disposable incomes. Consequently, progressing towards the adoption of high-end electronic devices, such curved televisions and luxury cellphones. Consequently, propelling the flexible OLED market within the area.

In recent year, Samsung announced the creation of a flexible OLED display that could prove essential for future wearable electronics that adhere to the skin and conform to its contours. Samsung developed individual OLED pixels that are ridged and positioned on a flexible elastomer substrate to produce a flexible display. Connections between the OLEDs are established using a flexible material, as are the traces from the display to the driver system.

Furthermore, Chinese enterprises are rapidly establishing extensive production facilities for the manufacture of OLEDs. BOE is establishing a manufacturing facility for smaller OLEDs in the southwestern Chinese city of Chongqing. The OLED production line is the largest in a single factory in China, manufacturing 115 million panels each year.

Competitive Landscape

The major global players in the market include LG Display Co. Ltd, Samsung Electronics Co., Ltd., AUO Corporation, BOE Technology UK Limited, Ritdisplay Corporation, Universal Display Corporation, Visionox Company, WiseChip Semiconductor Inc., Royole Corporation and Sony Group Corporation.

Sustainability Analysis

The flexible OLED market is advancing toward more sustainable and energy-efficient technologies, driven by the growing demand for soft electronics and stretchable OLEDs (is-OLEDs). OLEDs offer high energy efficiency and vibrant color reproduction, making them pivotal in modern display technology. The transition from rigid to flexible displays has led to innovations in materials, such as nanocomposites and intrinsically stretchable polymers, which maintain flexibility while improving device performance.

Although substantial progress has been made in enhancing the luminance and stretchability of is-OLEDs, challenges remain in refining manufacturing processes and improving device resolution. Sustainability in the is-OLED market is also influenced by the materials used in the production of stretchable cathodes, including silver nanowires (AgNWs), graphene and PEDOT:PSS. The materials offer flexibility but come with trade-offs, such as lower conductivity compared to conventional metals and the need for complex, manual lamination processes.

The fabrication techniques can lead to defects, misalignment and reduced manufacturing yields, impacting the sustainability of the production process. While electrode materials like stretchable aluminum and silver films show promise, their integration into OLEDs requires intricate processes that could hinder large-scale, cost-effective production. Further advancements in material science and manufacturing techniques are crucial for improving the efficiency and sustainability of flexible OLED technology.

Consumer Behaviour Analysis

The flexible OLED market is undergoing a substantial shift due to improvements in OLED technology, which differentiates itself from conventional rigid displays by virtue of its flexibility and lightweight characteristics. In contrast to traditional displays that depend on backlighting, OLEDs utilize organic materials that generate light when energized, resulting in slimmer and more vivid screens. The advent of flexible OLEDs has created new opportunities in display design, facilitating applications like folding smartphones, curved digital signs and wearable technology.

The displays provide exceptional durability and resilience while also enhancing energy efficiency, so fostering a more sustainable and adaptable digital ecosystem. The ongoing digital transformation is increasing the demand for flexible and transparent OLED displays, especially in marketing and advertising sectors. Transparent OLED displays provide outstanding visual clarity, featuring high-definition resolutions and color accuracy exceeding 99% of the DCI-P3 color gamut.

The displays provide seamless integration with tangible items, fostering new and compelling customer experiences. Transparent OLEDs, with their capacity to display vibrant, realistic colors and distinctive transparency attributes, are emerging as a crucial asset for marketers aiming to engage consumers and uphold brand integrity in a progressively competitive digital environment.

By Technology

AMOLED
PMOLED

By Substrate Material

Plastic
Metal Foils
Glass
Other

By Application

Mobiles and Television
Monitors and TVs
Wearables
Other

By Region

North America
- US
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Spain
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

In August 2024, Samsung Electronics introduced a variety of Neo QLED, Micro LED, OLED and Lifestyle display collections. The new Lifestyle range display has AI-driven functionalities protected by Samsung Knox.
In January 2024, Sharp NEC unveiled a next-generation MultiSync ME Series monitor featuring a high haze panel and native USB-C connectivity.
In June 2022, LG Display collaborated with the international architecture and design company Gensler to launch the Maars M923, a cutting-edge Transparent OLED partition. The Maars M923 utilizes OLED technology to provide a distinctive equilibrium between openness and privacy, transforming spatial dynamics and visual presentations with the choice of transparency or vibrant colors, eliminating the necessity for an additional TV or monitor.
In June 2022, Samsung Electronics Co. Ltd. bought Cynora GmbH. Cyonara is creating a novel category of organic emitting materials for OLED displays with TADF (Thermally Activated Delayed Fluorescence) technology. This technique will enable the company to develop the inaugural high-efficiency blue-emitting material, the most coveted substance among OLED display manufacturers.

Why Purchase the Report?

To visualize the global flexible OLED market segmentation based on technology, material substrate, application and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of the flexible OLED market with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global flexible OLED market report would provide approximately 62 tables, 54 figures and 207 pages.

Target Audience 2024

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Technology
3.2. Snippet by Substrate Material
3.3. Snippet by Application
3.4. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Technology Advancements
  - 4.1.1.2. Automotive and Wearable Applications
- 4.1.2. Restraints
  - 4.1.2.1. Degradation Issues
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis
5.5. DMI Opinion

6. By Technology

6.1. Introduction
- 6.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 6.1.2. Market Attractiveness Index, By Technology
6.2. AMOLED*
- 6.2.1. Introduction
- 6.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
6.3. PMOLED

7. By Substrate Material

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Substrate Material
- 7.1.2. Market Attractiveness Index, By Substrate Material
7.2. Plastic*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Metal Foils
7.4. Glass
7.5. Other

8. By Application

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 8.1.2. Market Attractiveness Index, By Application
8.2. Mobiles and Television*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Monitors and TVs
8.4. Wearables
8.5. Other

9. By Region

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 9.1.2. Market Attractiveness Index, By Region
9.2. North America
- 9.2.1. Introduction
- 9.2.2. Key Region-Specific Dynamics
- 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Substrate Material
- 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.2.6.1. US
  - 9.2.6.2. Canada
  - 9.2.6.3. Mexico
9.3. Europe
- 9.3.1. Introduction
- 9.3.2. Key Region-Specific Dynamics
- 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Substrate Material
- 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.3.6.1. Germany
  - 9.3.6.2. UK
  - 9.3.6.3. France
  - 9.3.6.4. Italy
  - 9.3.6.5. Spain
  - 9.3.6.6. Rest of Europe
9.4. South America
- 9.4.1. Introduction
- 9.4.2. Key Region-Specific Dynamics
- 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Substrate Material
- 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.4.6.1. Brazil
  - 9.4.6.2. Argentina
  - 9.4.6.3. Rest of South America
9.5. Asia-Pacific
- 9.5.1. Introduction
- 9.5.2. Key Region-Specific Dynamics
- 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Substrate Material
- 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.5.6.1. China
  - 9.5.6.2. India
  - 9.5.6.3. Japan
  - 9.5.6.4. Australia
  - 9.5.6.5. Rest of Asia-Pacific
9.6. Middle East and Africa
- 9.6.1. Introduction
- 9.6.2. Key Region-Specific Dynamics
- 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Substrate Material
- 9.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

10. Competitive Landscape

10.1. Competitive Scenario
10.2. Market Positioning/Share Analysis
10.3. Mergers and Acquisitions Analysis

11. Company Profiles

11.1. LG Display Co. Ltd*
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. Samsung Electronics Co. Ltd
11.3. AUO Corporation
11.4. BOE Technology UK Limited
11.5. Ritdisplay Corporation
11.6. Universal Display Corporation
11.7. Visionox Company
11.8. WiseChip Semiconductor Inc.
11.9. Royole Corporation
11.10. Sony Group Corporation

LIST NOT EXHAUSTIVE