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市场调查报告书
商品编码
1138058

薄膜封装 (TFE) 市场 - COVID-19 的增长、趋势、影响和预测（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个工作天内

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简介目录

在预测期内，薄膜封装 (TFE) 市场预计将以 14.8% 的复合年增长率增长。

许多柔性设备对薄膜屏障的需求不断变化，智能设备中越来越多地采用柔性 OLED 显示器，以及对 OLED 技术的资本投资不断增加，这些都在推动全球薄膜封装 (TFE) 市场的发展。另一方面，缺乏技术知识和不断增加的柔性玻璃技术可能会阻碍全球市场。在预测期内，由于 OLED 照明在汽车应用中的应用激增，预计对柔性 OLED 照明的需求将会增加。

主要亮点

  • 薄膜封装 (TFE) 基于具有交替有机层和无机层的多层薄膜。无机层通常是金属氧化物并用作防潮层。这些层实际上是不可渗透的屏障，但机械上又硬又脆。此外，这些层天然存在针孔缺陷，使其长期可渗透水和氧气。有机平面化中间层用于标准 TFE 结构中，以改善多层膜的机械性能（不分层的柔韧性），并在一定程度上限制水通过针孔的渗透。
  • TFE 有能力用 OLED 设备中的薄屏障代替前玻璃层。OLED材料在暴露于水和空气等各种环境因素时非常容易降解。如果 TFE 成功，它将实现柔性 OLED，通过使用玻璃作为基板材料降低成本，并实现更轻、更薄的显示器。
  • 多年来，技术创新、投资增加和知识产权保护对 TFE 市场产生了重大影响。除了增强的灵活性和稳健性之外，薄型化、低成本和更轻的器件也是 TFE 技术的主要优势。原子层沉积 (ALD) 和喷墨打印等新兴技术预计将在预测期内影响市场。原材料许可价格、设备成本和某些流程的优化进一步推动了市场。
  • 随着可穿戴设备的兴起，柔性有源矩阵OLED已成为未来的显示技术。由于柔性器件本质上是刚性的，因此很难用传统的封装方法来保护它们，而 TFE（薄膜封装）作为最有前途的技术正受到关注。此外，近年来，许多汽车製造商与照明製造商合作生产车载OLED照明。OLED 照明解决方案可以提供比传统白炽灯更高的效率。它还提供了一个机会，让人们有机会了解在快速发展的领域中开始出现的新的、很少令人惊讶的地方，这可能会进一步推动薄膜封装市场。
  • 然而，预计柔性玻璃等显示技术的技术创新将阻碍所研究市场的增长。例如，随着新的高产量产设备和新材料和製造技术的出现，OLED技术将实现新的柔性产品的下一次飞跃，将它们从玻璃基板中解放出来。
  • COVID-19 大流行扰乱了供应链，影响了最终消费者的购买决策和消费行为。此外，大流行还停止了製造业的生产和其他运营。全球薄膜封装市场对 COVID-19 产生了负面影响。封锁措施减少了对电子设备的需求，并对半导体行业产生了全球影响。由于全球需求持续下降，汽车出口数量持续下降，我们受到半导体製造设备需求下降的影响。

主要市场趋势

柔性有机EL显示器占据很大份额

  • 在不久的将来，柔性有机发光二极管 (OLED) 很可能成为买家和行业最先进的显示技术。为了防止水和氧气渗透到柔性 OLED 器件中，薄膜封装 (TFE) 技术是最苛刻的需求，因为聚合物基板在器件层的底部和顶部不能提供与玻璃相同的阻隔性能。两者都有TFE 开发可实现出色的使用寿命。
  • AMOLED（Active Matrix Organic Light Emitting Diode）将在不久的将来演变成OLED电视（电视）、移动设备和智能手錶，因为它具有完美的视频性能、生动的全彩和薄型等出色的显示品质，这将导致消费增加，蓄势待发，进入消费市场。柔性基板上的 AMOLED 因其坚固性和多功能性而被认为是终极显示器。实现柔性 AMOLED 存在一些障碍，尤其是塑料基板上的 AMOLED。其中，TFE 是 OLED 最困难的任务，在电子产品中对防潮防氧的要求最高。
  • 对具有创新功能的智能手机和可穿戴设备的需求不断增长，预计将在柔性显示市场的增长中发挥关键作用。例如，根据Ericsson的数据，预计 2021 年智能手机订阅量将达到 63 亿。
  • 鑑于最近可折迭智能手机的成功，多家供应商正在加大研发力度以进一步开发该技术。例如，2021 年 12 月，LG Display 在 CES2022 上宣布，其柔性 OLED 技术将创造一种全新的、不同的生活方式。我们还发布了两款使用有机 EL 显示器的新产品。
  • 此外，OLED 技术正在积极响应客户和市场的需求。成功的柔性 OLED 应用需要 TFE 技术的进一步发展。许多阻隔架构都是可能的，每种技术都以材料、加工和阻隔特性为特征。这种方法的主要优点是 ALD/MLD 层具有更令人满意的膜完整性，因此可以使用更少的层来获得更低的 WVTR（水蒸气透过率）。然而，MLD/ALD工艺存在吞吐量低、可扩展性差的缺点。
  • 因此，更好地了解聚合物/无机多层的协同效应可能会导致简单结构的阻隔性能得到改善。然而，TFE在大面积柔性有机EL中的实际应用仍存在问题。因此，新的 ALD 和 MLD 系统将为 TFE 在 OLED 行业提供重要的突破和机遇。

预计亚太地区将呈现最高增长率

  • 预计亚太地区将占据薄膜封装市场的很大份额。该地区市场的增长主要与中国电子和半导体行业的发展有关。韩国、中国大陆和台湾地区都深深植根于电子器件製造基地，因此对薄膜封装技术的需求正在增长。
  • 此外，由于各行业对 FDI 的监管政策更加严格，与所有併购行业的全国平均水平相比，电子製造业对 FDI 的开放程度高于全国平均水平。特别是近年来，政府政策帮助该地区建立了充满活力的电子产业，有望为薄膜封装行业创造有利的市场环境。例如，印度政府在 2021 年推出了 76,000 卢比的 PLI 计划，以提振该国的半导体和显示器製造业。
  • 在中国和印度等新兴经济体，工业化程度的提高和终端用户行业的增加提供了各种尚未开发的机会。此外，由于太阳能电池板製造和安装的增加，中国、印度尼西亚、韩国、日本和台湾引领了薄膜封装市场的增长。根据国际能源署的数据，中国目前生产和供应全球约 80% 的光伏 (PV) 面板。
  • 此外，汽车行业对电子元件和显示面板的需求不断增加，预计将推动该地区对半导体和显示单元的需求，直接影响所研究的市场。

竞争格局

薄膜封装市场由几家大公司组成，竞争温和。在市场份额方面，目前一些大公司占据了市场主导地位。最终用户的需求是由安全和监管需求驱动的。在市场上运营的公司利用战略合作并提供专门的解决方案来增加市场份额和盈利能力。此外，积极开展新兴企业的併购，并努力加强与薄膜封装技术相关的市场组合，提升我们的产品能力。市场上着名的供应商包括Samsung SDI、LG Chem、Applied Materials Inc.、3M等。

  • 2022 年 9 月 - LG Display 开发硅基 OLED 和高效彩色滤光片结构。显示器的薄膜密封剂厚度为 2.5 微米，刚好足以防止漏光并防止不同颜色的光混合。在开发过程中，我们采用了彩色滤光片材料和有助于在 100°C 下形成的工艺来保护有机 EL 材料。
  • 2022 年 8 月 - LG Electronics（LG）推出了 LG OLED Flex（型号 LX3），这是一款革命性的可弯曲 42 英寸 OLED 屏幕，适用于沉浸式游戏机、直播电视、PC 和云游戏以及内容流媒体服务。LX3 的显示屏范围从平面到曲面 (900R)，允许用户从 20 级曲率中选择理想的弧度，以获得个性化的观看体验。

其他福利

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

目录

第 1 章 简介

  • 研究假设和市场定义
  • 调查范围

第二章研究方法论

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业吸引力——波特五力分析
    • 新进入者的威胁
    • 买方议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 竞争对手之间的竞争
  • 评估 COVID-19 的市场影响

第五章市场动态

  • 市场驱动力
    • 对微电子和消费电子产品的需求增加
    • 智能手机和智能可穿戴设备越来越多地采用柔性 OLED 显示器
  • 市场製约因素
    • 用于升级产品开发的高研发资金投入
    • 柔性玻璃增长放缓

第六章市场细分

  • 按技术
    • 等离子体增强化学气相沉积 (PECVD)
    • 原子层沉积 (ALD)
    • 喷墨打印
    • 真空沉积 (VTE)
    • 其他技术
  • 按申请
    • 柔性OLED显示屏
    • 薄膜太阳能电池
    • 柔性有机EL照明
    • 其他用途
  • 按地区列出
    • 北美
    • 欧洲
    • 亚太地区
    • 世界其他地区

第 7 章 竞争格局

  • 公司简介
    • 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.

第八章投资分析

第九章市场展望

简介目录
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