封面
市场调查报告书
商品编码
1736627

全球 OLED 市场:市场规模(按技术、面板类型、应用和地区划分)、未来预测

Global OLED Market Size By Technology (AMOLED, PMOLED), Panel Type (Rigid, Flexible), Application (Smartphone & Tablet, Smartwatches & Wearables, Television & Digital Signage Systems, PC Monitors & Laptops), By Geographic Scope And Forecast

出版日期: | 出版商: Verified Market Research | 英文 202 Pages | 商品交期: 2-3个工作天内

价格
简介目录

OLED市场规模及预测

2024 年 OLED 市场规模价值 419.8 亿美元,预计到 2032 年将达到 1,189.1 亿美元,预测期内(2026-2032 年)的复合年增长率为 13.90%。

有机发光二极体发光二极体(OLED) 是一种利用有机化合物在通电时发光的显示设备。与传统显示器不同,OLED 无需背光,因此萤幕更薄、更灵活、更节能。 OLED 显示器具有高对比度、深黑色和快速刷新率,非常适合智慧型手机、电视和穿戴式装置。

OLED面板由多层结构构成,包括产生光的发光层和传导电子的导电层。这种结构能够提供色彩鲜艳、视角宽广的出色画质。

OLED技术因其多功能性和产生均匀照明的能力,在照明和汽车应用领域也越来越受欢迎,同时其节能性能和适应性正在推动其在各个行业的广泛应用。

全球OLED市场动态

影响全球OLED市场的关键市场动态是:

关键市场驱动因素

智慧型手机对 OLED 显示器的需求不断增长。 OLED 显示器在智慧型手机产业的快速普及是 OLED 市场发展的关键驱动力。根据 Display Supply Chain Consultants (DSCC) 的报告,OLED 智慧型手机面板出货量将在 2021 年达到 5.77 亿片,较 2020 年年增与前一年同期比较%。该报告进一步预测,到 2023 年,OLED 面板将占所有智慧型手机显示器的 50% 以上。 OLED 卓越的画质、节能效率以及支援折迭式智慧型手机等创新外形规格的能力推动了这项需求的激增。随着智慧型手机製造商持续优先考虑 OLED 技术,我们预计 OLED 市场将显着成长。

OLED电视普及率不断提升:电视市场正成为OLED市场的主要成长要素。 2021年全球OLED电视出货量将达650万台,与前一年同期比较去年同期成长80%。该公司预测,到2026年,OLED电视出货量将超过1,100万台。这一快速成长的动力源于价格下降、生产效率提高以及消费者对OLED卓越画质的偏好。随着越来越多的电视製造商进入OLED市场并扩大生产规模,预计该领域将为整个OLED市场的扩张做出重大贡献。

汽车应用需求不断增长:OLED 技术在汽车产业内外照明应用的应用日益广泛,推动了 OLED 市场的成长。 2020 年全球汽车 OLED 市场规模为 6.035 亿美元,预计到 2030 年将达到 81.3 亿美元,2021 年至 2030 年的复合年增长率为 29.9%。这一增长主要源于先进显示技术在汽车(尤其是电动车和自动驾驶汽车)中的日益融合。 OLED 的灵活性、能源效率以及高对比度显示能力使其成为仪錶板显示器、资讯娱乐系统和环境照明的理想选择,为整个 OLED 市场的成长做出了重大贡献。

主要挑战

高製造成本和定价压力:OLED 产业面临巨大挑战,高製造成本影响定价和市场普及。 2021 年 55 吋 OLED 电视面板的平均製造成本约为同类 LCD 面板的 2.5 倍。这种成本差异迫使製造商提高生产效率并降低价格,以有效竞争。

寿命有限和烧屏问题:OLED 显示器在寿命和烧屏方面持续面临挑战。 《资讯显示杂誌》发表的一项研究报告称,OLED 显示器通常在使用约 14,000 小时后亮度会下降到初始亮度的 50%。如此短的寿命,加上残影和烧屏的可能性,阻碍了部分消费者和产业采用 OLED 技术。

供应链约束和材料短缺:OLED 市场正受到供应链中断和材料短缺的困扰。显示器供应链咨询公司 (DSCC) 的一份报告发现,全球显示器驱动 IC 短缺导致 2021 年第二季 OLED 智慧型手机面板产量较初步预测下降 10%。这些供应链问题导致生产延迟和成本上升,对产业有效满足不断增长的需求构成挑战。

主要趋势:

製造成本上升和定价压力:OLED 产业面临巨大挑战,製造成本上升影响了定价和市场普及。 2021 年 55 吋 OLED 电视面板的平均製造成本约为同类 LCD 面板的 2.5 倍。这种成本差异迫使製造商提高生产效率并降低价格,以保持有效竞争。

寿命有限和烧屏问题:OLED 显示器在寿命和烧屏方面持续面临挑战。 《资讯显示杂誌》发表的一项研究报告称,OLED 显示器通常在使用约 14,000 小时后亮度会下降到初始亮度的 50%。如此短的寿命,加上残影和烧屏的可能性,阻碍了部分消费者和产业采用 OLED 技术。

供应链约束和材料短缺:OLED 市场正受到供应链中断和材料短缺的困扰。显示器供应链咨询公司 (DSCC) 的一份报告发现,全球显示器驱动 IC 短缺导致 2021 年第二季 OLED 智慧型手机面板产量较初步预测下降 10%。这些供应链问题导致生产延迟和成本上升,对产业有效满足不断增长的需求构成挑战。

目录

第一章 全球OLED市场:简介

  • 市场概览
  • 分析范围
  • 先决条件

第二章执行摘要

第三章 已验证的市场研究分析方法

  • 资料探勘
  • 验证
  • 第一手资料
  • 资料来源列表

第四章 全球OLED市场展望

  • 概述
  • 市场动态
    • 驱动程式
    • 限制因素
    • 机会
  • 波特五力模型
  • 价值链分析

第五章 全球OLED市场(按技术)

  • 概述
  • AMOLED
  • PMOLED

第六章 全球 OLED 市场(按下显示面板类型)

  • 概述
  • 死板的
  • 灵活的
  • 其他的

第七章 全球OLED市场(按应用)

  • 概述
  • 智慧型手机、平板电脑
  • 智慧型手錶、穿戴式装置
  • 电视数位电子看板系统
  • 电脑显示器、笔记型电脑
  • 其他的

第八章 全球OLED市场(按区域)

  • 概述
  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 其他欧洲国家
  • 亚太地区
    • 中国
    • 日本
    • 印度
    • 其他亚太地区
  • 其他地区 (ROW)
    • 拉丁美洲
    • 中东和非洲

第九章全球OLED市场竞争格局

  • 概述
  • 各公司市场排名
  • 主要发展策略

第十章 公司简介

  • Samsung Electronics
  • AU Optronics Corp.
  • LG Display Co., Ltd.
  • Japan Display Inc.
  • Innolux Corp.
  • E Ink Holdings, Inc.
  • Sharp Corp.
  • BOE Technology Group Co., Ltd
  • Corning Incorporated
  • Visionox Corporation

第十一章 附录

  • 相关分析
简介目录
Product Code: 38004

OLED Market Size And Forecast

OLED Market size was valued at USD 41.98 Billion in the year 2024 and it is expected to reach USD 118.91 Billion in 2032, at a CAGR of 13.90 % over the forecast period of 2026 to 2032.

The Organic Light Emitting Diode (OLED) is a display device that uses organic compounds to produce light when an electric current is applied. OLEDs, unlike traditional displays, do not require a backlight, resulting in thinner, more flexible, and energy-efficient screens. These displays have greater contrast ratios, deeper blacks, and faster refresh rates, making them suitable for smartphones, televisions, and wearable technologies.

OLED panels consist of many layers, including an emissive layer that generates light and a conductive layer that conducts electrons. This structure provides excellent image quality, with brilliant colors and wide viewing angles.

OLED technology is also gaining favor in lighting and automotive applications because of its versatility and ability to create even illumination. Its energy-saving capabilities and adaptability are pushing its widespread adoption across industries.

Global OLED Market Dynamics

The key market dynamics that are shaping the global OLED market include:

Key Market Drivers

Growing Demand for OLED Displays in Smartphones- The smartphone industry's rapid adoption of OLED displays is a significant driver for the OLED market. According to a report by Display Supply Chain Consultants (DSCC), OLED smartphone panel shipments reached 577 million units in 2021, a 47% year-over-year increase from 2020. The report further projects that OLED panels will account for over 50% of all smartphone displays by 2023. This surge in demand is driven by OLED's superior picture quality, energy efficiency, and ability to enable innovative form factors like foldable smartphones. As smartphone manufacturers continue to prioritize OLED technology, it's expected to fuel substantial growth in the OLED market.

Increasing Adoption of OLED TVs- The television segment is emerging as a key growth driver for the OLED market. Global OLED TV shipments reached 6.5 million units in 2021, representing an 80% year-over-year growth. The firm forecasts that OLED TV shipments will surpass 11 million units by 2026. This rapid growth is attributed to falling prices, improved production efficiencies, and consumer preference for OLED's superior picture quality. As more TV manufacturers enter the OLED market and production scales up, this segment is expected to significantly contribute to the overall OLED market expansion.

Rising Demand in Automotive Applications- The automotive industry is increasingly adopting OLED technology for both interior and exterior lighting applications, driving growth in the OLED market. The global automotive OLED market size was valued at $603.5 million in 2020 and is projected to reach $8.13 billion by 2030, growing at a CAGR of 29.9% from 2021 to 2030. This growth is fueled by the increasing integration of advanced display technologies in vehicles, particularly in electric and autonomous vehicles. OLED's flexibility, energy efficiency, and ability to produce high-contrast displays make it ideal for use in dashboard displays, infotainment systems, and ambient lighting, contributing significantly to the overall OLED market growth.

Key Challenges:

High Manufacturing Costs and Pricing Pressure: The OLED industry faces significant challenges due to high manufacturing costs, which impact pricing and market adoption. The average manufacturing cost of a 55-inch OLED TV panel in 2021 was still about 2.5 times higher than that of a comparable LCD panel. This cost differential puts pressure on manufacturers to improve production efficiencies and reduce prices to compete effectively.

Limited Lifespan and Burn-in Issues: OLED displays continue to face challenges related to lifespan and burn-in issues. A study published in the Journal of Information Display reported that OLED displays typically degrade to 50% of their initial brightness after about 14,000 hours of use, compared to over 25,000 hours for high-quality LCDs. This shorter lifespan and the potential for image retention or burn-in can deter some consumers and industries from adopting OLED technology.

Supply Chain Constraints and Material Shortages: The OLED market is grappling with supply chain disruptions and material shortages. According to a report by Display Supply Chain Consultants (DSCC), the global shortage of display driver ICs led to a 10% decrease in OLED smartphone panel production in Q2 2021 compared to initial forecasts. These supply chain issues have resulted in production delays and increased costs, challenging the industry's ability to meet growing demand efficiently.

Key Trends:

High Manufacturing Costs and Pricing Pressure: The OLED industry faces significant challenges due to high manufacturing costs, which impact pricing and market adoption. The average manufacturing cost of a 55-inch OLED TV panel in 2021 was still about 2.5 times higher than that of a comparable LCD panel. This cost differential puts pressure on manufacturers to improve production efficiencies and reduce prices to compete effectively.

Limited Lifespan and Burn-in Issues: OLED displays continue to face challenges related to lifespan and burn-in issues. A study published in the Journal of Information Display reported that OLED displays typically degrade to 50% of their initial brightness after about 14,000 hours of use, compared to over 25,000 hours for high-quality LCDs. This shorter lifespan and the potential for image retention or burn-in can deter some consumers and industries from adopting OLED technology.

Supply Chain Constraints and Material Shortages: The OLED market is grappling with supply chain disruptions and material shortages. According to a report by Display Supply Chain Consultants (DSCC), the global shortage of display driver ICs led to a 10% decrease in OLED smartphone panel production in Q2 2021 compared to initial forecasts. These supply chain issues have resulted in production delays and increased costs, challenging the industry's ability to meet growing demand efficiently.

Global OLED Market Regional Analysis

Here is a more detailed regional analysis of the global OLED market:

Asia Pacific

Asia Pacific substantially dominates the Global OLED Market owing to the concentration of manufacturing capabilities.

The Asia Pacific region, particularly South Korea and China, dominates OLED panel production. According to DSCC (Display Supply Chain Consultants), South Korean manufacturers accounted for 80.3% of global OLED panel production capacity in 2021, with China following at 18.1%.

The Asia Pacific region leads in smartphone OLED adoption. OLED penetration in smartphones reached 42% globally in 2021, with China being a key driver. Chinese smartphone brands like Xiaomi, OPPO, and Vivo increased their OLED smartphone shipments by 67% year-over-year in Q3 2021, significantly contributing to regional market growth.

Governments in the Asia Pacific region are actively supporting OLED industry development. For instance, the South Korean government announced a $451 million investment plan in 2021 to support next-generation OLED technology development. Similarly, China's 14th Five-Year Plan (2021-2025) emphasizes the development of the OLED industry, with projected investments of over $14.5 billion by 2024, according to the China OLED Industry Alliance.

North America

North America is anticipated to witness the fastest growth in the Global OLED Market during the forecast period driven by the increasing adoption of OLED TV. According to a report by Omdia, OLED TV shipments in North America grew by 114% year-over-year in Q1 2022.

The Consumer Technology Association (CTA) projects that OLED TV sales in the U.S. will reach 1.43 million units in 2023, a 26% increase from 2022. This rapid growth is driven by increasing consumer demand for premium viewing experiences and falling prices of OLED TVs.

The automotive industry in North America is increasingly adopting OLED technology. The North American automotive display market, including OLED displays, is expected to grow at a CAGR of 8.9% from 2021 to 2026, reaching $7.2 billion by 2026. This growth is fueled by the rising integration of advanced display technologies in vehicles, particularly in electric and autonomous cars.

North American companies and institutions are ramping up investments in OLED technology. The U.S. Department of Energy's OLED research program has allocated $25.5 million for OLED lighting research between 2016 and 2021. Additionally, major tech companies like Apple and Google are investing heavily in OLED technology for their devices, driving innovation and market growth in the region.

Global OLED Market Segmentation Analysis

The Global OLED Market is Segmented based on Technology, Panel Type, Application, and Geography.

OLED Market, By Technology

  • AMOLED
  • PMOLED

Based on the Technology, the Global OLED Market is segmented into AMOLED and PMOLED. AMOLED (Active-Matrix OLED) is dominant in the Global OLED Market owing to its superior performance, higher resolution, faster refresh rates, and energy efficiency, making it ideal for smartphones, televisions, and high-end displays.

OLED Market, By Display Panel Type

  • Rigid
  • Flexible

Based on the Panel Type, the Global OLED Market is segmented into Rigid and Flexible. Flexible OLED is dominant in the Global OLED market, driven by its versatility in applications like foldable smartphones, wearable devices, and automotive displays. Its ability to bend and curve enables innovative product designs.

OLED Market, By Application

  • Smartphone & Tablet
  • Smartwatches & Wearables
  • Television & Digital Signage Systems
  • PC Monitors & Laptops

Based on the Application, the Global OLED Market is segmented into Smartphones & Tablets, Smartwatches & Wearables, Television & Digital Signage Systems, PC Monitors & Laptops. Smartphone & Tablets is the dominant segment in the Global OLED Market owing to the massive demand for high-resolution, energy-efficient displays in mobile devices. Leading manufacturers like Samsung and Apple heavily rely on OLED technology for premium smartphones and tablets.

OLED Market, By Geography

  • North America
  • Europe
  • Asia Pacific
  • Rest of the World

Based on the Geography, the OLED Market is segmented into North America, Europe, Asia Pacific, Latin America, Rest of the World. Asia Pacific substantially dominates the Global OLED Market owing to the concentration of manufacturing capabilities. The Asia Pacific region, particularly South Korea and China, dominates OLED panel production. According to DSCC (Display Supply Chain Consultants), South Korean manufacturers accounted for 80.3% of global OLED panel production capacity in 2021, with China following at 18.1%. The Asia Pacific region leads in smartphone OLED adoption. OLED penetration in smartphones reached 42% globally in 2021, with China being a key driver. Chinese smartphone brands like Xiaomi, OPPO, and Vivo increased their OLED smartphone shipments by 67% year-over-year in Q3 2021, significantly contributing to regional market growth.

Key Players

The "Global OLED Market" study report will provide valuable insight with an emphasis on the global market including some of the major players of the industry are Samsung Electronics, AU Optronics Corp., LG Display Co. Ltd., Japan Display Inc., Innolux Corp., E Ink Holdings, Inc., Sharp Corp., BOE Technology Group Co., Ltd, Corning Incorporated, Visionox Corporation.

  • This section offers in-depth analysis through a company overview, position analysis, the regional and industrial footprint of the company, and the ACE matrix for insightful competitive analysis. The section also provides an exhaustive analysis of the financial performances of mentioned players in the given market.

Our market analysis offers detailed information on major players wherein our analysts provide insight into the financial statements of all the major players, product portfolio, product benchmarking, and SWOT analysis. The competitive landscape section also includes market share analysis, key development strategies, recent developments, and market ranking analysis of the above-mentioned players globally.

  • Global OLED Market Recent Developments
  • In March 2024, Samsung Display announced a significant expansion of its QD-OLED TV panel production. The company plans to increase its monthly capacity from 30,000 to 45,000 8.5-generation substrates by the end of 2024. This move aims to meet the growing demand for high-end TV displays and solidify Samsung's position in the premium TV market. The expanded production is expected to lower costs and make QD-OLED technology more accessible to consumers.
  • In January 2024, LG Display unveiled a new transparent OLED display specifically designed for automotive applications at CES 2024. The 55-inch display boasts 40% transparency, a significant improvement over previous version. This innovation targets the growing market for advanced in-vehicle infotainment systems and heads-up displays. LG Display expects to begin mass production of these panels by the end of 2024, partnering with several major automotive manufacturers.
  • In May 2023, Chinese display maker Visionox demonstrated a new rollable OLED screen technology at SID Display Week 2023. The 8.01-inch OLED display can be rolled into a compact 3mm radius without damage, opening up new possibilities for portable devices. Visionox is currently working on scaling up production and expects to see the first consumer products featuring this technology in late 2024 or early 2025.

TABLE OF CONTENTS

1 INTRODUCTION OF GLOBAL OLED MARKET

  • 1.1 Overview of the Market
  • 1.2 Scope of Report
  • 1.3 Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY OF VERIFIED MARKET RESEARCH

  • 3.1 Data Mining
  • 3.2 Validation
  • 3.3 Primary Interviews
  • 3.4 List of Data Sources

4 GLOBAL OLED MARKET OUTLOOK

  • 4.1 Overview
  • 4.2 Market Dynamics
    • 4.2.1 Drivers
    • 4.2.2 Restraints
    • 4.2.3 Opportunities
  • 4.3 Porters Five Force Model
  • 4.4 Value Chain Analysis

5 GLOBAL OLED MARKET, BY TECHNOLOGY

  • 5.1 Overview
  • 5.2 AMOLED
  • 5.3 PMOLED

6 GLOBAL OLED MARKET, BY DISPLAY PANEL TYPE

  • 6.1 Overview
  • 6.2 Rigid
  • 6.3 Flexible
  • 6.4 Others

7 GLOBAL OLED MARKET, BY APPLICATION

  • 7.1 Overview
  • 7.2 Smartphone & Tablet
  • 7.3 Smartwatches & Wearables
  • 7.4 Television & Digital Signage Systems
  • 7.5 PC Monitors & Laptops
  • 7.6 Others

8 GLOBAL OLED MARKET, BY GEOGRAPHY

  • 8.1 Overview
  • 8.2 North America
    • 8.2.1 U.S.
    • 8.2.2 Canada
    • 8.2.3 Mexico
  • 8.3 Europe
    • 8.3.1 Germany
    • 8.3.2 U.K.
    • 8.3.3 France
    • 8.3.4 Rest of Europe
  • 8.4 Asia Pacific
    • 8.4.1 China
    • 8.4.2 Japan
    • 8.4.3 India
    • 8.4.4 Rest of Asia Pacific
  • 8.5 Rest of the World
    • 8.5.1 Latin America
    • 8.5.2 Middle East & Africa

9 GLOBAL OLED MARKET COMPETITIVE LANDSCAPE

  • 9.1 Overview
  • 9.2 Company Market Ranking
  • 9.3 Key Development Strategies

10 COMPANY PROFILES

  • 10.1 Samsung Electronics
    • 10.1.1 Overview
    • 10.1.2 Financial Performance
    • 10.1.3 Product Outlook
    • 10.1.4 Key Developments
  • 10.2 AU Optronics Corp.
    • 10.2.1 Overview
    • 10.2.2 Financial Performance
    • 10.2.3 Product Outlook
    • 10.2.4 Key Developments
  • 10.3 LG Display Co., Ltd.
    • 10.3.1 Overview
    • 10.3.2 Financial Performance
    • 10.3.3 Product Outlook
    • 10.3.4 Key Developments
  • 10.4 Japan Display Inc.
    • 10.4.1 Overview
    • 10.4.2 Financial Performance
    • 10.4.3 Product Outlook
    • 10.4.4 Key Developments
  • 10.5 Innolux Corp.
    • 10.5.1 Overview
    • 10.5.2 Financial Performance
    • 10.5.3 Product Outlook
    • 10.5.4 Key Developments
  • 10.6 E Ink Holdings, Inc.
    • 10.6.1 Overview
    • 10.6.2 Financial Performance
    • 10.6.3 Product Outlook
    • 10.6.4 Key Developments
  • 10.7 Sharp Corp.
    • 10.7.1 Overview
    • 10.7.2 Financial Performance
    • 10.7.3 Product Outlook
    • 10.7.4 Key Developments
  • 10.8 BOE Technology Group Co., Ltd
    • 10.8.1 Overview
    • 10.8.2 Financial Performance
    • 10.8.3 Product Outlook
    • 10.8.4 Key Developments
  • 10.9 Corning Incorporated
    • 10.9.1 Overview
    • 10.9.2 Financial Performance
    • 10.9.3 Product Outlook
    • 10.9.4 Key Developments
  • 10.10 Visionox Corporation
    • 10.10.1 Overview
    • 10.10.2 Financial Performance
    • 10.10.3 Product Outlook
    • 10.10.4 Key Developments

11 Appendix

  • 11.1 Related Research