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市场调查报告书
商品编码
1630303

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

Thin Film Encapsulation - 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

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简介目录

薄膜封装市场预计在预测期内复合年增长率为14.8%

薄膜封装-市场-IMG1

主要亮点

  • 薄膜封装 (TFE) 是基于由交替的有机层和无机层组成的多层薄膜。无机层通常是金属氧化物并充当防潮层。儘管这些层实际上是不可渗透的屏障，但它们在机械上坚硬且易碎。此外，这些层天然存在针孔缺陷，从长远来看，这些缺陷将允许水和氧气通过。标准 TFE 结构中使用有机平坦化中间层，以提高多层膜的机械性能（柔性而不分层），并在一定程度上限制水通过针孔渗透。
  • TFE 能够以 OLED 装置中的薄膜阻挡层取代前玻璃层。当暴露于水和空气等各种环境因素时，OLED 材料极易劣化。 TFE 的成功有望实现柔性 OLED 并透过取代玻璃作为基板材料来降低成本，从而实现更轻、更薄的显示器。
  • 多年来，技术创新、投资增加和智慧财产权保护对TFE市场产生了重大影响。除了增强的灵活性和坚固性之外，装置的薄度、成本的降低和重量的减轻也是 TFE 技术的主要优势。原子层沉积（ALD）和喷墨印刷等新兴技术预计将在估计期间对市场产生影响。原材料许可价格、设备成本和多个製程的最佳化正在进一步推动市场。
  • 随着穿戴式装置的兴起，软性主动式矩阵OLED 已成为未来的显示技术。由于其固有的刚性，传统的封装方法不适合保护软元件，而薄膜封装（TFE）被认为是最有前途的技术。此外，近年来，许多汽车公司与照明公司合作生产汽车OLED照明解决方案。 OLED照明解决方案可实现比传统白炽灯更高的效率。它还提供了一个机会来揭示这个快速成长的领域中刚开始出现且很少令人惊讶的新领域，这可能会进一步推动薄膜封装市场的发展。
  • 然而，软玻璃等显示技术的创新预计将对所研究市场的成长构成挑战。例如，随着新型高产量比率量产设备以及新材料和製造技术的出现，OLED技术将实现新型柔性产品的下一次飞跃，并摆脱玻璃基板的束缚。
  • COVID-19 大流行扰乱了供应链，影响了最终用户产业的购买决策和消费行为。此外，疫情也导致製造业的生产和其他业务停止。全球薄膜封装市场受到 COVID-19 的负面影响。封锁措施减少了对电子设备的需求，影响了全球半导体产业。随着全球需求持续下降、汽车出口持续下降，半导体製造设备需求放缓。

薄膜封装市场趋势

柔性OLED显示领域占据主要市场占有率

  • 软有机发光二极体（OLED）预计将在不久的将来成为买家和业界最先进的显示技术。薄膜封装（TFE）技术是防止水和氧气进入柔性OLED装置最必要的技术。由于聚合物基板无法提供与玻璃相同的阻隔性能，因此我们在装置层的底部和顶部均开发了 TFE，以实现良好的使用寿命。
  • 由于其卓越的显示质量，如完美的视讯功能、鲜艳的全彩色彩和轻薄的外形规格，AMOLED（主动矩阵有机发光二极体）已发展为OLED电视、行动装置、智慧型手錶，并将成为流行的消费者我们准备在不久的将来进入消费市场。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。实现软 AMOLED 存在几个障碍，尤其是塑胶基板上的 AMOLED。其中，TFE是最困难的任务。这是因为OLED需要电子设备中最先进的湿气和氧气渗透防护。
  • 对具有创新功能的智慧型手机和穿戴式装置的需求不断增长，预计将在柔性显示器市场的成长中发挥重要作用。例如，爱立信预计，2021年智慧型手机用户数将达63亿。
  • 鑑于折迭式智慧型手机最近的成功，多家供应商正在加强研发力度，以进一步开发这项技术。例如，2021年12月，LG Display宣布将在CES 2022上展示其柔性OLED技术如何创造新的、不同的生活方式。该公司还发布了两款使用 OLED 显示器的新产品。
  • 此外，OLED技术正在不断满足客户和市场的需求。成功的柔性 OLED 应用需要 TFE 技术的进一步进步。多种阻隔结构都是可能的，每种技术都具有独特的材料、加工和阻隔性能。这种方法的主要优点是ALD/MLD层具有更令人满意的膜质量，从而以更少的层数实现更低的WVTR（水蒸气透过率）。然而，MLD/ALD 製程存在吞吐量低且可扩展性低的问题。
  • 因此，更了解聚合物/无机多层的协同效应可能会提高简单结构的阻隔性能。然而，使 TFE实用化大面积/软 OLED 应用仍有问题。因此，新型ALD和MLD系统被认为为TFE在OLED产业提供重要的突破和机会。

预计亚太地区成长率最高

  • 预计亚太地区将占据薄膜封装市场的主要份额。该区域市场的成长主要与中国电子及半导体产业的发展有关。韩国、中国和台湾电子製造地的强大存在导致对薄膜封装技术的需求增加。
  • 此外，在一个对所有行业都对外国直接投资采取限制性监管措施的地区，与所有合併行业的全国平均水平相比，电子製造业对外国直接投资的开放程度更高。特别是，最近的政府措施支持了该地区建立充满活力的电子产业，预计将为薄膜封装产业创造有利的市场环境。例如，2021年，印度政府启动了7,600亿印度卢比的PLI计划，以提振该国的半导体和显示器製造业。
  • 中国和印度等新兴经济体的工业化程度不断提高，终端用户产业数量不断增加，提供了各种尚未开发的机会。此外，由于太阳能板製造和安装的增加，中国、印尼、韩国、日本和台湾正在推动薄膜封装市场的成长。据IEA称，中国目前生产和供应了全球约80%的光伏(PV)面板。
  • 此外，汽车产业对电子元件和显示面板的需求不断增长，预计将推动该地区对半导体和显示装置的需求，直接影响精确研究的市场。

薄膜封装产业概况

薄膜封装市场竞争适度，由几家主要公司组成。从市场占有率来看，目前少数大公司占据市场主导地位。最终用户的需求是由安全和监管需求驱动的，进入市场的公司正在利用战略协作计划并开发专门的解决方案来增加我们提供的市场占有率和盈利。此外，在该市场营运的公司正在併购新兴企业，以增强其产品能力，从而丰富其与薄膜封装技术相关的市场组合。市场上着名的供应商包括三星 SDI、LG Chem、应用材料公司和 3M。

  • 2022 年 9 月 - LG Display 开发出硅基 OLED 和高效能滤色片结构。显示器的薄膜封装材料厚度为 2.5微米，足以防止漏光并防止不同颜色的光混合。在开发该产品时，该公司使用了彩色滤光片材料和100°C的成型製程来保护OLED材料。
  • 2022 年 8 月 - LG 电子 (LG) 推出 LG OLED Flex（型号 LX3），这是一款创新的可弯曲 42 吋 OLED 萤幕，适用于身临其境型主机、电视直播、PC 和云端游戏以及内容串流服务。 LX3 的显示器范围从平面到曲面 (900R)，让使用者可以从 20 级曲率中选择理想的弧度，以获得个人化的观看体验。

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
    • 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
    • 竞争公司之间敌对关係的强度
  • COVID-19 市场影响评估

第五章市场动态

  • 市场驱动因素
    • 对微电子和消费性电子产品的需求不断增长
    • 智慧型手机和智慧型穿戴装置越来越多地采用柔性 OLED 显示器
  • 市场限制因素
    • 高额研发经费投入，开发升级产品
    • 软玻璃成长放缓

第六章 市场细分

  • 依技术
    • 等离子体增强化学气相沉积 (PECVD)
    • 原子层沉积 (ALD)
    • 喷墨印刷
    • 真空沉淀（VTE）
    • 其他的
  • 按用途
    • 柔性OLED显示屏
    • 薄膜太阳能电池
    • 软OLED照明
    • 其他的
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 其他的

第七章 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 市场未来展望

简介目录
Product Code: 67197

The Thin Film Encapsulation Market is expected to register a CAGR of 14.8% during the forecast period.

Thin Film Encapsulation - Market - IMG1

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.

Thin Film Encapsulation 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.

Thin Film Encapsulation Industry Overview

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