OLED 微型显示器市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

OLED 微型显示器市场预计在预测期内以 27.69% 的复合年增长率增长。

OLED 微型显示器的特点是体积小，像素密度高。 随着它们被安装在智能手机和电视等设备中，需求正在扩大。 此外，OLED微显示器市场的特点是进入门槛低，收入渠道不断扩大。

主要亮点

• 由于不同行业对显示的不同需求，显示行业已经从本质上的阴极射线管 (CRT) 发展为有机发光二极管 (OLED)。 计算机尺寸已经从大型机发展到掌上电脑，现在发展到对角线小于 1 英寸的显示框架。 这种框架产生了对微显示技术的需求。
• NTE 应用是 OLED 微显示器的最大机会，因为它们在功率、对比度、尺寸和色彩空间方面具有优势。 这与电子取景器 (EVF) 和个人查看器 (PV) 相关。 目前，近眼 OLED 微型显示器存在三个主要市场。 有面向消费市场的视频/VR眼镜和EV，面向工业市场的物流AR智能眼镜，面向国防市场的飞行员AR头盔。
• 与市场上现有的 LCOS、DLP 和 LCD 技术相比，OLED 技术可提供更高的分辨率、更低的延迟、更高的对比度和更高的图像质量。 对 OLED 微显示器的需求正在增加。 例如，为视频游戏提供 4K VR 耳机、3D VR 和智能眼镜的公司更喜欢使用 OLED 微型显示器，而不是其他可用技术。
• 构成 OLED 的金属阴极和有机材料的低功函数对大气中的水分和氧气非常敏感。 水和氧气渗入塑料基板，氧化沉积的电极，腐蚀功能有机层，在OLED中形成暗点和边缘收缩。 结果，该装置退化并且光输出降低。 这些限制阻碍了市场增长。
• COVID-19 大流行严重阻碍了全球 OLED 微显示器市场。 由于许多国家实施封锁以遏制 COVID-19 病毒的传播，OLED 微显示系统中使用的零部件的全球供应链已严重中断。 然而，事情正在恢復正常，对 OLED 微型显示器的需求也在飙升，帮助市场扩大。

OLED 微显示器市场趋势

从细分市场来看，消费电子领域有望占据较大份额

• 产品利用率的提高为全球消费电子行业创造了积极的市场前景。 此外，为了提供更好的游戏体验，OLED 微型显示器经常用于与各种设备（包括数码相机和智能手机）兼容的虚拟现实耳机。 因此，消费者对具有更清晰图像和更宽视野显示器的小型电子设备的偏好不断变化，正在推动市场的增长。
• 此外，许多技术进步正在推动市场增长，例如推出具有高光学性能和出色对比度的超高清/高清 (UHD/HD) OLED 微型显示器。
• 此外，微型显示器市场也受益于数码相机的创新和开发。 由于消费者对具有更清晰图像、更宽视角和克服限制能力的显示器的需求，OLED 微型显示器已经获得了市场份额。 消费者可支配收入的增加正在推动对尖端和奢侈品的需求。 这些产品现在是一种娱乐媒介，反映了新显示技术的采用。 数码相机和虚拟现实等消费电子设备正变得越来越流行。
• 家用电器（例如 VR 耳机）的使用正在扩大。 为了获得更好的游戏体验，孩子们正在使用与智能手机和其他小工具更兼容的 VR 耳机。 除了新的智能手机，三星和 HTC 等製造商也销售 VR 耳机。
• 在预测期内，由于 VR 游戏耳机的日益普及以及消费者偏好更小、更便携的电子设备的转变，预计该市场将实现良好增长。
• 此外，未来几年 5G 智能手机的比例预计会增加。 随着显示技术的发展，OLED可折迭手机的渗透率有望提升。 随着智能手机品牌定期推出具有改进规格和实惠价格的新旗舰可折迭手机，智能手机普及率有望上升。 据爱立信称，今年全球智能手机用户数量超过 60 亿。 预计未来几年还会增加数亿人。

亚太地区有望成为增长最快的市场

• 亚太地区的城市化进程不断加快，显示器技术不断进步，因此成为市场研究的重点区域之一。 随着大公司的进驻、先进技术的日益采用、资本支出的增加以及亚太地区经济的快速增长，OLED微显示器具有巨大的潜力。
• 中国已成为亚太地区 OLED 微型显示器市场的主要供应商。 庞大的客户群和对投资者友好的法规正在吸引新的参与者。 此外，对先进消费电子产品和创新显示技术不断增长的需求正在为所研究市场的增长创造有利的市场环境。
• 此外，对 OLED 显示器不断增长的需求也促使新的和现有的供应商进入市场，以增加对新製造设备的投资。 例如，今年6月，领先的OLED微显示器开发商BCDTEK宣布将在中国淮南建设12英寸OLED微显示器生产基地。 据该公司称，它将拥有每月20,000板的生产能力。
• 对 HMD 和 HUD 不断增长的需求预计将推动日本市场的发展，因为日本也是 HMD 和 HUD 的主要供应商。 在日本，汽车、消费品、工业和企业是使用基于微型显示器的设备的主要行业。 日本主要的微型显示器製造商包括精工爱普生、索尼和西铁城 Finedevice。
• 除了中国、日本和韩国等国家/地区，台湾和印度等国家/地区不断发展的电子行业也为市场增长做出了贡献。 此外，这些国家中产阶级可支配收入的增加也为研究市场带来了新的机遇。

OLED微显示器市场竞争者分析

OLED 微显示器市场高度分散，主要参与者包括 Microoled SA (Photonis Technologies SAS)、Yunnan Olightek Opto-electronic Technology、Winstar Display、Emagin Inc 和 Kopin Corp。 市场参与者正在采用合作伙伴关係和收购等战略来加强他们的产品供应并获得持续的竞争优势。

2022年8月，小米新相机和数据眼镜“米家”采用索尼供应的Micro OLED。 索尼提供的显示屏可提供 3,000 尼特的最大亮度和 3,281 PPI 的分辨率。 MijiaGlasses 的摄像头是一款 AR HMD 设备，具有双摄像头、Snapdragon 8 芯片组和 5 倍光学变焦。

其他福利。

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第1章介绍

• 研究假设和市场定义
• 调查范围

第2章研究方法论

第 3 章执行摘要

第4章市场动态

• 市场概览
• 产业吸引力 - 波特五力
  • 供应商的议价能力
  • 买家的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 工业价值链分析
• COVID-19 对 OLED 微显示器市场的影响

第 5 章市场动态

• 市场驱动因素
  • NTE（近眼）应用的增加
  • 高分辨率、高图像质量、低功耗
• 市场挑战
  • 保护 OLED 层免受氧气和水蒸气的影响
  • 保证高温下的亮度和寿命

第 6 章市场细分

• 类型
  • 近视
  • 投影
• 最终用户行业
  • 汽车
  • 医疗保健
  • 工业设备
  • 消费类电子产品
  • 军事
  • 执法部门
• 按地区
  • 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
  • Microoled SA（Photonis Technologies SAS）
  • Yunnan Olightek Opto-electronic Technology Co. Ltd
  • Winstar Display Co. Ltd
  • Emagin Inc.
  • Kopin Corp.
  • Wisechip Semiconductor Inc.
  • Seiko Epson Corp.
  • Fraunhofer FEP
  • Sony Semiconductor Solutions Corp.
  • Sunlike Display Technology Corp.

第8章 投资分析

第9章 市场将来性

The OLED microdisplay market is expected to register a CAGR of 27.69% during the forecast period. OLED microdisplays offer a compact size with high pixel density. The market is witnessing growth in demand owing to the increased use of microdisplays in devices such as smartphones, television, etc. Moreover, low entry barriers and growing avenues of revenue are the prominent attributes in the OLED microdisplay market.

Key Highlights

• The display industry has advanced from the substantial cathode ray tube (CRT) to the organic light-emitting diode (OLED), owing to the different display needs of various industries. Advancements in computer sizes range from mainframes to palmtops, and now to a display frame that is less than an inch, diagonally. These frames are generating the need for microdisplay technologies.
• Due to power, contrast, size, and color-space advantages, NTE applications represent the largest opportunity for OLED microdisplays. This relates to electronic viewfinders (EVF) and personal viewers (PV). Currently, there are three prominent markets for near-eye OLED micro-displays. The consumer market encompasses video and VR glasses and EV, industrial covers AR smart glasses for logistics, defense market targets AR helmets for pilots.
• OLED technology offers high resolution, low latency, higher contrast, and picture quality than LCOS, DLP, and LCD technologies available in the market. The demand for OLED microdisplays is increasing. For example, companies offering 4K VR headsets, 3D VR, and smart glasses for video games, prefer OLED microdisplays over other available technologies.
• The low-work function of metallic cathodes and organic materials consisting of OLEDs is highly sensitive to atmospheric moisture and oxygen. Water and oxygen penetrate through plastic substrates to form dark spots and edge shrinkages in OLEDs by oxidizing the as-deposited electrodes or corroding the functional organic layers. This results in device degradation and reduced light output. Such limitations are challenging the market growth.
• The COVID-19 pandemic has significantly hampered the global OLED microdisplay market. The global supply chain for the parts and components used in OLED microdisplay systems has been severely disrupted due to the lockdown imposed in a number of nations to stop the COVID-19 virus' spread. However, as the situation is returning to normal, there is an exponential rise in demand for OLED microdisplays, which propels market expansion.

OLED Microdisplay Market Trends

Consumer Electronics Segment is Expected to Hold Significant Market Share

• The rising product utilization is creating a positive outlook for the market in the consumer electronics industry worldwide. Also, to provide a better gaming experience, OLED microdisplays are frequently used in digital cameras and virtual reality headsets that are compatible with various devices, including smartphones. Accordingly, the market growth is aided by consumers' shifting preferences for smaller electronic devices with displays with clearer images and a wide field of view.
• Additionally, many technological advancements, including the release of ultra-high-definition and high-definition (UHD/HD) OLED microdisplays that offer high optical performance and excellent contrast ratio, are boosting the market growth.
• Also, the microdisplay market has benefited from the innovation and development of digital cameras. The OLED microdisplay has gained market share thanks to consumer demand for a display with a clearer image, a wide viewing angle, and the ability to overcome limitations. Consumers' rising disposable income increased the demand for cutting-edge and upscale goods. These products now use entertainment as a medium, which reflects the adoption of new display technologies. Digital cameras and other consumer electronics, such as virtual reality, are becoming more widely used.
• The use of consumer electronics is expanding, including VR headsets. For a better gaming experience, kids use VR headsets that are more frequently compatible with smartphones and other gadgets. Besides new smartphones, manufacturers like Samsung and HTC also sell VR headsets.
• During the forecast period, the market is predicted to grow favorably due to the rising popularity of VR gaming headsets and a shift in consumer preferences toward smaller, more portable electronic devices.
• Additionally, the percentage of 5G smartphones is expected to increase in the upcoming years. The penetration rate of OLED folding mobile phones will grow as display technology develops. The smartphone penetration rate would increase as smartphone brands launch new flagship folding devices regularly, driven by improved specifications and more affordable pricing. According to Ericsson, the number of smartphone subscriptions globally surpasses six billion in the current year. It is forecast to grow further by several hundred million in the next few years.

Asia Pacific is Expected to be the Fastest Growing Market

• The Asia-Pacific is one of the prominent regions for the market studied due to the rising urbanization and technological advancements in display screens. There is a massive potential for OLED microdisplays in Asia-Pacific due to the presence of major players across the region, increasing adoption of advanced technology, increasing capital investments, and rapidly growing economies.
• China has emerged as the leading destination in the Asia-Pacific's micro-OLED display market. The large customer base, along with investor-friendly regulations, is attracting new players to enter the market. The increasing demand for advanced consumer electronic products and innovative display technologies are also creating a favorable market scenario for the growth of the market studied.
• Furthermore, the increasing demand for OLED displays is also encouraging new and existing vendors to enter the market to increase their investment in new manufacturing facilities. For instance, in June this year, BCDTEK, a leading OLED microdisplay developer, announced that it would construct a 12-inch OLED microdisplay production site in Huainan, China, according to the company, would have a production capacity of 20,000 monthly substrates.
• The increasing demand for HMDs and HUDs is expected to propel the market in Japan as Japan also comprises major suppliers of HMDs and HUDs. Automotive, consumer, industrial, and enterprise are key industries in Japan in which microdisplay-based devices are used. Major microdisplay providers in Japan include Seiko Epson, Sony, and Citizen Finedevice.
• Apart from the countries like China, Japan, and South Korea, the growth of the electronics sector across countries such as Taiwan and India is also favoring the market's growth. Furthermore, the increasing disposable income among the middle-class population across these countries is also creating new opportunities for the market studied.

OLED Microdisplay Market Competitor Analysis

The OLED microdisplay market is highly fragmented with the presence of major players like Microoled SA (Photonis Technologies SAS), Yunnan Olightek Opto-electronic Technology Co. Ltd, Winstar Display Co. Ltd, Emagin Inc., and Kopin Corp. Players in the market are adopting strategies such as partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

In August 2022, Micro OLEDs supplied by Sony were used in Xiaomi's new camera and data glasses, "Mijia". The display supplied by Sony offers a maximum brightness of 3,000 nits and a resolution of 3,281 PPI. MijiaGlasses camera is an AR HMD device with a Snapdragon 8 chipset and dual cameras with 5X optical zoom.

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 DYNAMICS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter Five Forces
  • 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 Impact of Covid-19 on the OLED Microdisplay Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Number of Near-to-eye (NTE) Applications
  • 5.1.2 High Resolution, Excellent Picture Quality, and Low Power Consumption
• 5.2 Market Challenges
  • 5.2.1 Protection of OLED Layers against Oxygen and Water Vapor
  • 5.2.2 Luminance and Lifetime Specifically under High-temperature Conditions

6 MARKET SEGMENTATION

• 6.1 Type
  • 6.1.1 Near-to-eye
  • 6.1.2 Projections
• 6.2 End-User Industry
  • 6.2.1 Automotive
  • 6.2.2 Healthcare
  • 6.2.3 Industrial
  • 6.2.4 Consumer Electronics
  • 6.2.5 Military
  • 6.2.6 Law Enforcement
• 6.3 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 Microoled SA (Photonis Technologies SAS)
  • 7.1.2 Yunnan Olightek Opto-electronic Technology Co. Ltd
  • 7.1.3 Winstar Display Co. Ltd
  • 7.1.4 Emagin Inc.
  • 7.1.5 Kopin Corp.
  • 7.1.6 Wisechip Semiconductor Inc.
  • 7.1.7 Seiko Epson Corp.
  • 7.1.8 Fraunhofer FEP
  • 7.1.9 Sony Semiconductor Solutions Corp.
  • 7.1.10 Sunlike Display Technology Corp.

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET