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市场调查报告书
商品编码
1873665
采用量子点薄膜的新型显示器:全球市场份额和排名、总收入和需求预测(2025-2031年)Quantum Dot Film for New Display - Global Market Share and Ranking, Overall Sales and Demand Forecast 2025-2031 |
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预计到 2024 年,用于新型显示器的量子点薄膜的全球市场规模将达到 1.08 亿美元,预计到 2031 年将成长至 1.58 亿美元,2025 年至 2031 年的复合年增长率为 4.5%。
本报告对量子点薄膜新兴显示应用领域近期关税调整和国际战略反制措施的跨境产业布局、资本配置模式、区域经济相互依存关係以及供应链重组进行了全面评估。
量子点薄膜是一种广色域特殊光学薄膜,主要由量子点、阻隔树脂和光学级防潮防氧膜组成,并结合了高精度涂覆技术。其基本原理是:当背光模组中蓝色LED发出的蓝光穿过量子点薄膜时,量子点会将一部分蓝光转换为绿光和红光。剩余的蓝光与量子点转换后的绿光和红光混合形成白光,作为液晶显示器的光源。其频谱红、绿、蓝三原色的半峰宽极窄。经量子点薄膜过滤后的R/G/B三原色光的半峰宽也极窄,因此具有极高的单色纯度。因此,量子点薄膜可以将液晶显示器的色域从目前的NTSC 75%扩展到最高NTSC 130%。
推动量子点薄膜在新型显示器市场发展的因素包括:
1. 技术性能突破:奠定核心市场驱动力基础
色彩性能的突破性提升
量子点薄膜利用光电效应高效地将蓝光转换为红光和绿光,实现了110%的NTSC色域覆盖率(远高于传统LED的72% NTSC),色彩纯度提升58.3%,能够精准地再现人眼可感知的所有颜色。其色彩稳定性高达60,000小时,远超过OLED的寿命表现。
能源效率和成本的双重优化
量子点薄膜的背光利用率比传统LED高30%,相同亮度下功耗降低20-30%,符合全球低碳化趋势。随着锌芯钛晶等公司大规模生产全固体钙钛矿量子点生产线,材料成本可望进一步降低,促成该技术从高阶市场普及到中阶市场。
技术路线多样化
光致发光(QD-LCD):将量子点薄膜与液晶面板相结合,显着提高了电视和显示器的图像质量,并且已经实现了商业化。
电致发光(QLED):目前处于研发阶段, 软性显示器,预计未来将应用于穿戴式装置和车载显示器。
2. 消费性电子产品日益复杂:推动高阶显示器需求爆炸性成长
显示设备的发展正在加速。
4K/8K电视、高刷新率显示器和Mini LED背光产品等高阶趋势对色域和对比度提出了更高的要求。量子点薄膜已成为製造商提升产品竞争力的关键组件。例如,TCL X系列电视独家采用奈米晶体量子点薄膜技术,在色彩和能源效率方面均实现了双重突破。
渗透到新兴领域
小型设备领域:在智慧型手机和平板电脑等价格敏感度较低的设备中,量子点薄膜的渗透率预计将在五年内达到 50% 以上。
车载显示器:随着智慧驾驶座的发展,量子点薄膜正稳定地应用于车载中央控制萤幕,满足高亮度和宽温度范围的需求。
与太阳能发电市场的综效
量子点薄膜能够优化太阳能电池的频谱利用率,提高光电转换效率。太阳能发电市场的扩张将间接推动量子点材料的需求。
3. 政策与标准:支持产业的健康发展
顶级设计支援
政府已将量子点膜纳入《产业结构调整指导意见》等政策文件,并透过科学研究经费、税收优惠、产学合作等措施加速技术转换。例如,苏州奈米技术研究院研发的柔性量子膜在国内量产方面取得了突破性进展。
加强标准化体系
国际标准:IEC 62805、ASTM F3287-18 和其他标准规范製造流程和品管。
国内:T/CAS 386-2019 组标准强调生产清洁度和製程稳定性,以确保产品一致性。
受环境保护政策推动
量子点薄膜符合“两个碳目标”,政府正透过绿色采购和碳排放交易机制引导产业向低碳转型。
4. 产业链整合:建构生态系竞争优势
上游材料的定位
国内企业在量子点材料、高阻隔薄膜等核心技术领域取得突破,降低了对进口的依赖。例如,奈米晶科技有限公司拥有40至50人的研发团队,专注于材料配方与包装技术。
扩大中游製造规模
量子点薄膜生产线的投资门槛已降低(年产能200万平方公尺约需投资1,000万元),刺激了产能扩张。 TCL和京东方等公司正透过自建生产线或合作,加强供应链管理。
下游应用的多样化
除了显示领域,量子点薄膜的应用范围正在扩展到照明、生物医学和汽车隔热等其他领域。例如,将其应用于建筑玻璃时,可以同时实现节能和美观的双重功能。
5. 成本降低与竞争格局:活化市场潜力
显着的规模经济效益
随着技术的成熟和产量比率的提高,量子点薄膜的生产成本逐年下降,预计在未来 3 到 5 年内,其价格将接近传统增亮薄膜的价格,从而加速其在中端市场的普及。
市场竞争加剧
专利壁垒与开放的共存
像奈米晶体技术这样的公司正在透过组件专利建立技术优势,同时推动业界标准的开放,促进产业链中的合作。
量子点薄膜市场的快速成长得益于技术、需求、政策和产业链的协同效应。随着QLED技术的成熟、成本的持续降低以及软性显示器和量子点太阳能电池等新兴应用的出现,量子点薄膜有望从显示器领域扩展到更广泛的高科技领域,并成为下一代材料行业的标竿。企业应持续关注技术创新、政策趋势和市场需求的变化,以增强自身的竞争优势。
本报告旨在按地区/国家、类型和应用对全球下一代显示器量子点薄膜市场进行全面分析,重点关注总销售量、收入、价格、市场份额和主要企业的排名。
本报告以销售量(平方公尺)和收入(百万美元)为单位,对用于显示器的量子点薄膜的市场规模、估计值和预测进行了阐述,基准年为2024年,并涵盖了2020年至2031年的历史数据和预测数据。定量和定性分析将帮助读者制定业务和成长策略,评估市场竞争,分析自身在当前市场中的地位,并就用于显示器的量子点薄膜做出明智的商业决策。
市场区隔
公司
按类型分類的细分市场
应用领域
按地区
The global market for Quantum Dot Film for New Display was estimated to be worth US$ 108 million in 2024 and is forecast to a readjusted size of US$ 158 million by 2031 with a CAGR of 4.5% during the forecast period 2025-2031.
This report provides a comprehensive assessment of recent tariff adjustments and international strategic countermeasures on Quantum Dot Film for New Display cross-border industrial footprints, capital allocation patterns, regional economic interdependencies, and supply chain reconfigurations.
Quantum dot film is a wide color gamut special optical film made of quantum dots, barrier resins and optical grade water and oxygen barrier films as the main raw materials, combined with high-precision coating technology. The basic principle of quantum dot film is that the blue light LED in the backlight module emits blue light. When the blue light passes through the quantum dot film, part of the blue light is converted into green and red light by the quantum dots. The unconverted blue light and the green and red light emitted by the quantum dots together form white light, which becomes the light source of the liquid crystal display. Its spectrum has a very narrow half-peak width in red, green and blue. The half-peak width of the three colors of R, G and B emitted after the filter is also very narrow, and the single-color purity of the display is very high. Therefore, the quantum dot film can increase the color gamut of the liquid crystal display from the current 75% NTSC to a maximum of 130% NTSC.
The market drivers of quantum dot films for new displays include:
1. Technical performance breakthroughs: laying the foundation for the core driving force of the market
Revolutionary improvement in color performance
Quantum dot films efficiently convert blue light into red and green light through the photoelectric effect, achieving a color gamut coverage of 110% NTSC (far exceeding the 72% NTSC of traditional LEDs), and a color purity improvement of 58.3%, which can accurately restore all colors that the human eye can perceive. Its color persistence reaches 60,000 hours, which is significantly better than the life performance of OLEDs.
Energy efficiency and cost dual optimization
The backlight utilization rate of quantum dot films is 30% higher than that of traditional LEDs, and power consumption is reduced by 20%-30% at the same brightness, which is in line with the global low-carbon trend. With the mass production of all-solid-state perovskite quantum dot production lines by companies such as zinc core titanium crystal, material costs are expected to further decline, promoting the penetration of technology from the high-end market to the mid-end market.
Diversification of technical routes
Photoluminescence (QD-LCD): It has been commercialized, and the picture quality of TVs and monitors has been significantly improved by combining quantum dot films with liquid crystal panels.
Electroluminescence (QLED): It is in the research and development stage and has the potential for self-luminescence and flexible display. It can be applied to wearable devices, car displays and other fields in the future.
2. Consumer electronics upgrade: driving the explosion of high-end display demand
The iteration of display equipment is accelerating
The high-end trend of 4K/8K TVs, high refresh rate displays, Mini LED backlight products, etc., puts higher requirements on color gamut and contrast. Quantum dot film has become a key configuration for manufacturers to improve product competitiveness. For example, TCL X series TVs exclusively use nanocrystal technology quantum dot film to achieve a double breakthrough in color and energy efficiency.
Penetration of emerging scenarios
Small size field: Due to low price sensitivity of mobile phones, tablets and other devices, the penetration rate of quantum dot film is expected to reach more than 50% within 5 years.
In-vehicle display: With the development of smart cockpits, the application of quantum dot film in car central control screens has gradually landed to meet the needs of high brightness and wide temperature range.
Photovoltaic market synergy effect
Quantum dot film can optimize the spectral utilization rate in solar cells and improve the photoelectric conversion efficiency. The expansion of the photovoltaic market indirectly drives the demand for materials.
3. Policies and standards: escort the healthy development of the industry
Top-level design support
The country has included quantum dot membranes in policy documents such as the "Guidelines for Industrial Structure Adjustment", and has accelerated the transformation of technological achievements through measures such as scientific research funding, tax incentives, and industry-university-research cooperation. For example, the flexible quantum membrane developed by Suzhou Institute of Nanotechnology has achieved a breakthrough in localization.
Improved standardization system
International: IEC 62805, ASTM F3287-18 and other standards regulate production processes and quality control.
Domestic: T/CAS 386-2019 group standard emphasizes production cleanliness and process stability to ensure product consistency.
Promoted by environmental protection policies
Quantum dot membranes are in line with the "dual carbon" goals, and the government guides the industry to transform towards a low-carbon direction through green procurement and carbon trading mechanisms.
4. Industrial chain collaboration: building ecological competitive advantages
Localization of upstream materials
Domestic companies have made breakthroughs in core technologies such as quantum dot materials and high-barrier membranes to reduce dependence on imports. For example, Nanocrystal Technology has a research and development team of 40 to 50 people, focusing on material formulation and packaging technology.
Midstream manufacturing scale
The investment threshold of quantum dot film production line has been lowered (annual production line of 2 million square meters has an investment of about 10 million yuan), which promotes capacity expansion. TCL, BOE and other companies have deployed production lines through self-construction or cooperation to enhance the control of the supply chain.
Downstream application diversification
In addition to the display field, quantum dot film has expanded to lighting, biomedicine, automotive insulation and other fields. For example, the application of quantum dot film in architectural glass can achieve the dual functions of energy saving and aesthetics.
5. Cost reduction and competitive landscape: Activating market potential
The scale effect is evident
With the maturity of technology and the improvement of yield, the production cost of quantum dot film has decreased year by year. It is expected that in the next 3-5 years, its price will be close to that of traditional brightness enhancement film, accelerating its popularization in the mid-end market.
Market competition intensifies
Patent barriers and openness go hand in hand
Companies such as Nanocrystal Technology build technical moats through component patents, while promoting the opening of industry standards and promoting industrial chain cooperation.
The rapid growth of the quantum dot film market is the result of the synergistic resonance of technology, demand, policy and industrial chain. In the future, as QLED technology matures, costs continue to fall, and new applications such as flexible displays and quantum dot photovoltaics emerge, quantum dot films are expected to penetrate from the display field to a wider range of high-tech scenarios and become a benchmark for the new generation of material industry. Enterprises need to continue to pay attention to technology iterations, policy trends and market demand changes to consolidate their competitive advantages.
This report aims to provide a comprehensive presentation of the global market for Quantum Dot Film for New Display, focusing on the total sales volume, sales revenue, price, key companies market share and ranking, together with an analysis of Quantum Dot Film for New Display by region & country, by Type, and by Application.
The Quantum Dot Film for New Display market size, estimations, and forecasts are provided in terms of sales volume (Sqm) and sales revenue ($ millions), considering 2024 as the base year, with history and forecast data for the period from 2020 to 2031. With both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Quantum Dot Film for New Display.
Market Segmentation
By Company
Segment by Type
Segment by Application
By Region
Chapter Outline
Chapter 1: Introduces the report scope of the report, global total market size (value, volume and price). This chapter also provides the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry.
Chapter 2: Detailed analysis of Quantum Dot Film for New Display manufacturers competitive landscape, price, sales and revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 3: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 4: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 5: Sales, revenue of Quantum Dot Film for New Display in regional level. It provides a quantitative analysis of the market size and development potential of each region and introduces the market development, future development prospects, market space, and market size of each country in the world.
Chapter 6: Sales, revenue of Quantum Dot Film for New Display in country level. It provides sigmate data by Type, and by Application for each country/region.
Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 8: Analysis of industrial chain, including the upstream and downstream of the industry.
Chapter 9: Conclusion.