查看购物车
  • Traditional Chinese
  • English
  • Japanese
封面
市场调查报告书
商品编码
1627205

柔性OLED -市场占有率分析、产业趋势/统计、成长预测（2025-2030）

Flexible OLED - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

价格

※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。

简介目录

预计柔性OLED市场在预测期内复合年增长率为39.4%

柔性OLED-市场-IMG1

主要亮点

  • OLED 是一种新型显示技术，可实现美观、高效的显示器和照明面板。 OLED 已用于许多行动装置和电视，下一代面板将具有柔性和可弯曲性。 OLED 是显示器产业最新一代的技术，与传统 LED 和 LCD 相比，具有卓越的性能和增强的光学特性。
  • 软性显示器技术在智慧型手机和平板电脑设备中的使用似乎有点模糊，因为用户接受度、保护和成本效益等外部因素是智慧型手机公司需要应对的一些重大挑战。
  • 最近，三星显示器公司正计划建造一条新的第 6 代柔性 OLED 生产线。这条新生产线将取代 SDC 牙山工厂目前用于生产电视的 LCD 生产线。新线建设成本将约为3兆韩元（约27亿美元），月产能为3万片晶圆。这将使三星显示器的AMOLED产能达到每月195,000片。
  • 同样在 2021 年 11 月，三星 Display 以一款适用于笔记型电脑的新型高更新率显示器进入中型 OLED 市场。三星显示器的柔性 OLED 萤幕可折迭、捲起和滑动。与竞争对手相比，它具有高亮度、HDR10+内容播放、低折迭半径（R1.4）和更好的萤幕保护（UTG）。此显示器可折迭超过20万次，相当于五年内每天折迭式和展开100次。
  • 此外，市场正见证技术创新。柔性有机发光二极体（OLED）显示器的客製化3D列印是由美国明尼苏达大学双城分校的团队于2022年1月开发出来的。这项突破性技术使用有机材料层将电转化为光，并可能为手持和可穿戴电子设备带来更便宜的 OLED 显示屏，这些设备可以在家中使用 3D 列印机製造。
  • COVID-19 对市场产生了负面影响，一些城市关闭了运营，破坏了行动电话和显示器生产的供应链，并减少了全球智慧型手机销售。随着世界各国政府收紧更严格的措施，导致经济活动停止的封锁预计将在不久的将来产生更严重的影响。由于长期封锁措施，工厂暂时关闭，生产和货物运输受到干扰。

柔性OLED市场趋势

行动和电视将大幅成长

  • 随着智慧型手机在全球的普及，对高清超高清显示器的需求正在快速增长。包括苹果和三星在内的许多公司都在其旗舰机型中使用 AMOLED 显示屏，其他公司也在效仿。
  • 儘管如此，柔性 OLED 仍具有多项优势，包括比玻璃显示器更轻、更薄、更耐用，尤其是在行动装置中。这些已被证明是行动电话製造商的重要资产，因为它们提供更好的性能、耐用性和减轻的重量。
  • 例如，2022 年 5 月，LG Display 宣布将在加州圣荷西举行的 2022 年资讯与显示协会 (SID) 会议上参展下一代 OLED 解决方案。这包括从 OLED.EX 到可弯曲和可折迭 OLED 面板的所有内容。这项创新预计将巩固该公司在受调查市场的 OLED 领导地位。
  • 此外，2022年1月，该公司宣布准备在2024年之前为苹果iPad供应OLED面板。该公司计划在 2024 年提高产量，首款 OLED iPad 预计将在此之前生产。
  • 此外，各公司正在发布配备软性显示器的智慧型手錶，以在竞争中保持领先地位。 2020 年 7 月，努比亚手錶发布，配备柔性 AMOLED 萤幕并相容于 eSIM。此显示器为 4.01 吋（960x192 像素）柔性可弯曲 OLED 显示屏，像素密度为 244ppi。

亚太地区成长率最高

  • 印度、中国等主要国家经济不断成长，消费者可支配所得不断增加。因此，他们倾向于采用曲面电视、高阶智慧型手机等高阶电子产品。因此，它正在推动该地区柔性OLED市场的发展。
  • 例如，2021 年 6 月，三星宣布开发出柔性 OLED 显示屏，这对于未来可贴在皮肤上并贴合其表面的可穿戴设备可能很有价值。为了製造软性显示器，三星创建了单独的 OLED 像素，这些像素本身凸起并放置在柔性合成橡胶体表面上。 OLED 之间的连接以及连接显示器和驱动系统的走线均由柔性材料製成。
  • 此外，中国企业正争相建立大规模生产基地来生产OLED。京东方目前正在中国西南部的重庆兴建一座小型OLED生产工厂。这条OLED生产线是中国最大的单体工厂，每年将生产1.15亿片面板。
  • 科技巨擘苹果也正在投资折迭式行动电话的开发，并计划在印度建立一家高阶 iPhone组装厂。随着这家工厂的启动，该公司的行动电话将以比国内更便宜的价格出售。因此，该需求预计将推动该地区柔性OLED市场的成长。

柔性OLED产业概况

全球柔性OLED市场竞争激烈。由于有大大小小的参与企业，市场很集中。所有主要公司都占有重要的市场份额，并致力于扩大其在全球的消费群。市场的主要企业包括LG Display、三星电子、友达光电、京东方科技集团、铼宝科技、Universal Display Corporation和维信诺公司。公司正在透过建立多个伙伴关係关係并投资于新产品发布来增加市场占有率，以在预测期内赢得竞争。

  • 2022 年 6 月 - LG Display 与全球建筑设计公司 Gensler 合作，发布了下一代透明 OLED 隔间 Maars M923。 Maars M923 采用有机发光二极体技术，在开放性和私密性之间实现了独特的平衡，提供透明或明亮的颜色选择，以提高空间和视觉清晰度，而无需单独的电视或显示器重新定义演示的尺寸。
  • 2022 年 6 月 - 三星电子收购 Cynora Gmbh。 Cyonara 正在利用 TADF（热激活延迟萤光）技术开发一种用于 OLED 显示器的新型有机发光材料。这项技术使该公司能够率先推出最受 OLED 显示器製造商追捧的高效能蓝光材料。

其他好处

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

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

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
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係
  • COVID-19 对柔性 OLED 市场的影响

第五章市场动态

  • 市场驱动因素
    • 智慧型手机面板 OLED 需求增加
    • 显示市场的技术进步
  • 市场问题
    • 与 LED 相比，OLED 的可接受性较低

第六章 市场细分

  • 依技术
    • AMOLED
    • PMOLED
  • 按用途
    • 手机和平板电脑
    • 显示器和电视
    • 穿戴式的
    • 其他的
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 拉丁美洲
    • 中东/非洲

第七章 竞争格局

  • 公司简介
    • 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

第八章投资分析

第9章市场的未来

简介目录
Product Code: 50931

The Flexible OLED Market is expected to register a CAGR of 39.4% during the forecast period.

Flexible OLED - Market - IMG1

Key Highlights

  • OLED is an emerging display technology that enables beautiful and efficient displays and lighting panels. OLEDs are already being used in many mobile devices and TVs, and the next generation of these panels will be flexible and bendable. OLEDs are the latest generation technology in the display industry and provide superior performance and enhanced optical characteristics compared to older LED and LCDs.
  • The usage of flexible display technology in smartphones and tablets looks a bit unclear as with external factors such as user acceptability, protection and cost-effectiveness being some of the major challenges to be met by the smartphone companies, but it can find its wide usage in other industry such as automobiles and transportation.
  • As of the recent developments Samsung Display plans to build a new 6-Gen flexible OLED line. The new line will replace a current LCD line that is used to produce TVs at SDC's Asan plant. The new fab, will cost around KRW 3 trillion or around USD 2.7 billion and will have a monthly capacity of 30,000 monthly substrates. This will increase Samsung Display AMOLED production capacity to 195,000 monthly substrates.
  • Also, in November 2021, Samsung Displays, entered the medium-sized OLED market with the new high-refresh-rate displays for laptops. Samsung Display's flexible OLED screens can be folded, rolled, or slid. It feature high brightness, HDR10+ content playback, a low folding radius (R1.4), and better screen protection (UTG) compared to products from rival firms. The displays can be folded more than 200,000 times, equivalent to 100 folds and unfolds every day for five years.
  • Further, the market is witnessing innovation. In January 2022, the customized 3D printing of a flexible organic light-emitting diode (OLED) display has been developed by a team from the University of Minnesota Twin Cities in the United States. The breakthrough, which is based on the conversion of electricity into light using an organic material layer, could lead to inexpensive OLED displays for handheld or wearable electronics made at home using 3D printers.
  • COVID-19 has had a detrimental influence on the market as a result of several cities being shut down, causing damage to the supply chain for phone and display production, and reducing smartphone sales around the world. With more strict measures being imposed by governments throughout the world, the lockdown, which has brought economic activity to a halt, is projected to have a stronger impact in the near future. A lengthy lockdown has resulted in the temporary closure of factories, causing production and shipping of commodities to be hampered.

Flexible OLED Market Trends

Mobiles and Televisions to Witness Significant Growth

  • With increased smartphone adoption globally, the demand for high-definition ultra-high displays is growing quickly. With many companies, such as Apple and Samsung employing AMOLED displays in their flagship models, other companies are following the trend.
  • But still, a flexible OLED provides several advantages, especially in mobile devices, such as lighter, thinner, and more durable displays than glass-based displays. These proved to be an important asset for mobile phone manufacturers, as they provided better performance, durability, and a reduction in weight.
  • For instance, in May 2022, LG Display Co. Ltd announced bringing its next-generation OLED solutions to the 2022 Society for Information Display (SID) conducted in San Jose, California. The products included OLED.EX to Bendable and Foldable OLED panels. This innovation is expected to solidify the company's OLED leadership in the market studied.
  • Additionally, in January 2022, the company announced to be preparing to supply OLED panels for the apple iPad by 2024. The company is planning to ramp up production in 2024, and it is expected that the first OLED iPad will undergo manufacturing before that.
  • Further, various companies have been releasing smartwatches with flexible displays to stay ahead of the competition. In July 2020, the Nubia watch was released with a flexible AMOLED screen and eSIM support, among other features. The display is a 4.01-inch (960x192 pixels) flexible, bendable OLED display with 244ppi pixel density.

Asia-Pacific to Witness the Fastest Growth Rate

  • The economies of major countries like India and China are growing, leading to an increase in the disposable incomes of consumers. Hence, moving toward adopting high-end electronic products, such as curved televisions and premium smartphones. Thus, driving the flexible OLED market in the region.
  • For instance, in June 2021, Samsung announced the development of a flexible OLED display that could be invaluable to future wearable devices that can be stuck to the skin and conform to its surface. To create a flexible display, Samsung created individual OLED pixels that themselves are ridged and sit on a flexible elastomer surface. Connections between the OLEDs are made using a flexible material, as are the traces that connect the display to the driver system.
  • Moreover, Chinese companies are moving quickly to set up large-scale production bases to churn out OLEDs. BOE is constructing a production plant for smaller OLEDs in the southwestern Chinese city of Chongqing. The OLED production line is the largest for a single factory in China, producing 115 million panels annually.
  • Also, the Tech giant, Apple Inc., is investing in developing its foldable phone and has planned to start the assembly plant in India for premium iPhones. The commencement of this plant will make its phones available at cheaper rates than it is in the country. Hence, the demand will drive the growth of the flexible OLED market in the region.

Flexible OLED Industry Overview

The Global Flexible OLED Market is very competitive in nature. The market is concentrated due to the presence of various small and large players. All the major players account for a large share of the market and are focusing on expanding their consumer base across the world. Some of the significant players in the market are LG Display Co. Ltd, Samsung Electronics Co., Ltd., AU Optronics Corp., BOE Technology Group Co Ltd, RiTdisplay Corp, Universal Display Corporation, Visionox Company, and many more. The companies are increasing the market share by forming multiple partnerships and investing in introducing new products to earn a competitive edge during the forecast period.

  • June 2022 - LG Display has teamed up with the global architecture and design firm Gensler to introduce the Maars M923., a next-generation Transparent OLED partition. By applying the OLED technology, the Maars M923 offers a unique balance of openness and privacy, redefining space and the dimensions of visual presentations with the option of either transparency or vivid colours without the need for a separate TV or monitor.
  • June 2022 - Samsung electronics co ltd acquired Cynora Gmbh. Cyonara is developing a new type of organic emitting materials for OLED displays based on TADF (Thermally Activated Delayed Fluorescence) technology. With this technology, the company will be able to commercialize the first high-efficiency blue emitting material on the market, which is the most sought-after material by OLED display makers.

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 Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitutes
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Impact of COVID-19 on the Flexible OLED Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for OLED in Smartphone Panels
    • 5.1.2 Technological Advancements in Display Market
  • 5.2 Market Challenges
    • 5.2.1 Lower Acceptance of OLED Compared to LED

6 MARKET SEGMENTATION

  • 6.1 By Technology
    • 6.1.1 AMOLED
    • 6.1.2 PMOLED
  • 6.2 By Application
    • 6.2.1 Mobiles and Tablets
    • 6.2.2 Monitors and TVs
    • 6.2.3 Wearables
    • 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 Latin America
    • 6.3.5 Middle East & Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 LG Display Co. Ltd
    • 7.1.2 Samsung Electronics Co., Ltd.
    • 7.1.3 AUO Corporation
    • 7.1.4 BOE Technology UK Limited
    • 7.1.5 Ritdisplay Corporation
    • 7.1.6 Universal Display Corporation
    • 7.1.7 Visionox Company
    • 7.1.8 WiseChip Semiconductor Inc.
    • 7.1.9 Royole Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET