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市場調査レポート
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OLEDおよびLCD市場：技術、方向性、市場分析

OLED and LCD Markets: Technology, Directions, and Market Analysis
出版日: | 発行: Information Network | ページ情報: 英文 | 納期: 2～3営業日

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OLEDおよびLCD市場：技術、方向性、市場分析
出版日: 2023年11月01日
発行: Information Network
ページ情報: 英文
納期: 2～3営業日
  • 全表示
  • 概要
  • 図表
  • 目次
概要

当レポートでは、OLEDおよびLCD市場について調査し、OLED、液晶ディスプレイ（LCD）、マイクロLEDの製造に関わる技術を分析・予測し、OLED、液晶ディスプレイ（LCD）、マイクロLEDの製造に関わる技術について解説しています。また、技術動向、製品、用途、材料、設備のサプライヤー、および今後の市場の予測についてまとめています。

目次

第1章 イントロダクション

第2章 エグゼクティブサマリー

  • イントロダクション
  • 市場機会

第3章 液晶メーカーのプロファイル

  • 機器メーカー
  • 素材メーカー
  • 液晶メーカー

第4章 OLED企業のプロファイル

  • 機器メーカー
  • 素材メーカー
  • OLEDメーカー

第5章 OLED機器の要件と動向

  • イントロダクション
  • 蒸発
  • カプセル化
    • 化学蒸着技術
    • 原子層堆積技術
    • インクジェット
    • その他のカプセル化方法

第6章 LCD設備要件と動向

  • イントロダクション
  • マイクロリソグラフィ
  • 堆積
  • 急速熱処理
  • エッチング/剥離/洗浄
  • プラズマエッチング
  • 検査・試験装置
  • 修理

第7章 OLED材料要件と動向

  • イントロダクション
  • 素材の動向
  • フレキシブル基板

第8章 材料要件と動向

  • 基板
    • 素材の種類
    • 品質問題
    • 動向
  • 液晶
  • アライメントレイヤー
  • カラーフィルター
  • 偏光フィルム
  • バックプレーン

第9章 ディスプレイ市場予測

  • 市場への参入
  • 市場予測の前提条件
  • 液晶市場予測
  • OLEDディスプレイ市場予測

第10章 機器市場の予測と動向

  • リソグラフィ
  • プラズマエッチングと剥離
  • 薄膜堆積
  • ウェットエッチングと洗浄
  • フォトレジスト加工
  • 点検・修理
  • 総合設備市場
  • 液晶・有機EL設備投資

第11章 材料市場の予測と動向

  • OLED材料市場
  • インクジェット材料
  • 材料市場
図表

LIST OF FIGURES

  • 6.1. Schematic of Step-and-Repeat Aligner
  • 6.2. Schematic of Hot-Wall LPCVD Reactors
  • 6.3. Schematic of PECVD Techniques
  • 6.4. Diagram of Magnetron Sputtering Source
  • 6.5. Diagram of Rapid Thermal Processor
  • 6.6. Process Flow for Cell/Module Inspection
  • 7.1. Foldable Smartphone OLED Stack
  • 7.2. Fabrication of Planarized Stainless Steel Foil By Roll-To-Roll Process
  • 7.3. Schematic of CMP Technology
  • 8.1. Illustration Of Typical Liquid Crystal Phases
  • 8.1. Comparison of Color Filter Methods
  • 9.1. Worldwide Large Panel Display Market Forecast
  • 9.2. Worldwide Large-Size TFT Shipments By Region
  • 9.3. Output from 10.5G Plants
  • 9.4. Foldable Smartphone Shipments
  • 10.1. Worldwide TFT-LCD Equipment Market Growth
  • 11.1. OLED Structure
  • 11.2. Market Shares Of Suppliers For ETL Layer
  • 11.3. Market Shares Of Suppliers For Red Materials
  • 11.4. Market Shares Of Suppliers For Green Materials
  • 11.5. Market Shares Of Suppliers For Blue Materials
  • 11.6. Market Shares Of Suppliers For HTL Layer
  • 11.7. Market Shares Of Suppliers For HIL Layer
  • 11.8. Glass Output by Supplier
  • 11.9. Glass Output Market Share
  • 11.10. Electronic Specialty Gases (ESGS) Market
  • 11.11. Electronic Bulk Gases (EBGS) Market
  • 11.12. Gases Used To Manufacture Displays

LIST OF TABLES

  • 6.1. Investment for Large-size TFT-LCD Panel Plants
  • 6.2. Causes of Defects in TFT LCD Manufacturing
  • 7.1. Specification Comparison For Rigid, Flexible And Foldable OLED Panels
  • 8.1. Desired Nematic LC Material Characteristics
  • 8.2. Characteristics of Aligning Materials
  • 9.1. Worldwide LCD Display Market Forecast
  • 9.2. Major LCD Panel Makers Market Share
  • 9.3. Major LCD Panel Makers Capacity
  • 9.4. China LCD Panel Makers Capacity
  • 9.5. Oversupply Ration Scenario Large TFT Panel
  • 9.6. OLED Capacity by Factory
  • 9.6. OLED Display Market Forecast by Applications ($M)
  • 9.7. OLED Display Market Forecast by Applications (M2)
  • 9.8. Monthly Global TV Shipments
  • 9.9. OLED Display Market Forecast For Smartphones
  • 9.10. OLED Oversupply Calculations
  • 10.1. Worldwide TFT-LCD Stepper/Scanner Market Forecast
  • 10.2. Worldwide Forecast of TFT-LCD Plasma Etching Systems
  • 10.3. Forecast of Worldwide TFT-LCD Thin Film Deposition Equipment Market
  • 10.4. Forecast of Worldwide TFT-LCD Wet Etching and Cleaning Equipment Market
  • 10.5. Forecast of Worldwide TFT-LCD Photoresist Processing Equipment Market
  • 10.6. Forecast of Worldwide TFT-LCD Inspection/Repair Equipment Market
  • 10.7. Forecast of Worldwide TFT-LCD Equipment Market
  • 10.8. Worldwide Equipment Market Shares
  • 11.1. Market Forecast of OLED Materials
  • 11.2. Material/Component Breakdown For LCD And OLED TV
  • 11.3. Glass Shipment Forecast by Factory
目次

At its core, OLED picture quality is superior to LCD on brightness, uniformity, blackness, viewing angle, and contrast ratio and a key feature for mobile devices, as it reduces energy consumption, thus extending battery life. The higher 1000 pixel per inch (PPI) of OLED is crucial for virtual/augmented reality applications. Meanwhile, the refresh rate is multiples higher vs. LCD and critical for real-time gaming. That said, LCD is significantly better on price given the sheer production scale and sizeable competition in that market (vs. OLED with only two meaningful players today).

In this report, we look at the competitive challenges that OLED display technology faces from mini-LED and micro-LED over the next few years. The key visual quality and performance qualities that we believe disruptors will continue to focus on include color gamut, power consumption, and display longevity. We believe mini-LED represents more of an evolution of existing LCD display technology in that a mini-LED array could serve as an alternative backlight source for the existing range of application, while the development progress in quantum dot (QD) emissive displays and microLED displays position those technologies to be potential disruptors in the premium display market segment over the next 2 to 5 years. In the meantime, we expect OLED displays as enabled by Universal Display will continue to be the premium display technology of choice in the mobile, smart watch, and TV markets for the foreseeable future.

Amid the sluggish LCD market, Chinese panel makers are expected to gradually scale back their LCD investments. This capex shift from LCD to OLED reflects the direction of demand. We expect global panel makers to continue to expand their flexible OLED investments, given the strong demand outlook. Top-tier players like Samsung Display are expected to expand capex gradually while aiming to reduce costs and improve panel form factor. Second-tier (including Chinese) panel makers are also likely to expand capex, with an eye toward attracting new customers (market share gains) and ending the depreciation of existing lines earlier than planned.

This technology-marketing report analyzes and projects the technologies involved in the fabrication of OLEDs, Liquid Crystal Displays (LCD), and microLEDs. This report discusses the technology trends, products, applications, and suppliers of materials and equipment. A market forecast for display equipment and materials analyzed and forecast.

Table of Contents

Chapter 1. Introduction

Chapter 2. Executive Summary

  • 2.1. Introduction
  • 2.2. Market Opportunities

Chapter 3. Profiles of LCD Companies

  • 3.1. Equipment Manufacturers
  • 3.2. Material Manufacturers
  • 3.3. LCD Manufacturers

Chapter 4. Profiles of OLED Companies

  • 4.1. Equipment Manufacturers
  • 4.2. Material Manufacturers
  • 4.3. OLED Manufacturers

Chapter 5. OLED Equipment Requirements And Trends

  • 5.1. Introduction
  • 5.2. Evaporation
  • 5.3. Encapsulation
    • 5.3.1. Chemical Vapor Deposition Technology
    • 5.3.2. Atomic Layer Deposition Technology
    • 5.3.3. Ink Jet
    • 5.3.4. Other Encapsulation Methods

Chapter 6. LCD Equipment Requirements And Trends

  • 6.1. Introduction
  • 6.2. Microlithography
    • 6.2.1. Proximity Printing
    • 6.2.2. Scanning Projection
    • 6.2.3. Step-and-Repeat
      • Image Field Stitching
      • Overlay
  • 6.3. Deposition
    • 6.3.1. CVD
    • 6.3.2. Sputtering
  • 6.4. Rapid Thermal Processing
  • 6.5. Etch/Strip/Clean
    • 6.5.1. Etching
      • Plasma Etching
      • Wet Chemical Etching
    • 6.5.2. Photoresist Stripping
    • 6.5.3. Cleaning
  • 6.6. Inspection/Test Systems
  • 6.7. Repair

Chapter 7. OLED Material Requirements and Trends

  • 7.1. Introduction
  • 7.2. Material Trends
  • 7.3. Flexible Substrates
    • 7.3.1. Foldable Smartphones
    • 7.3.2. Solution Polyimide
    • 7.3.3. Metal

Chapter 8. Material Requirements and Trends

  • 8.1. Substrates
    • 8.1.1. Material Types
    • 8.1.2. Quality Issues
    • 8.1.3. Trends
      • Larger Substrates
      • Thinner Substrates
      • Better Surface
      • Manufacturers
  • 8.2. Liquid Crystals
  • 8.3. Alignment Layer
    • 8.3.1. Material Properties
    • 8.3.2. Alignment Methods
    • 8.3.3. Material Trends
  • 8.4. Color Filters
    • 8.4.1. Materials
  • 8.5. Polarizer Films
    • 8.5.1. Material Properties and Trends
  • 8.6. Backplanes
    • 8.6.1. Amorphous Silicon
    • 8.6.2. LTPS
    • 8.6.3. IGZO

Chapter 9. Display Market Forecast

  • 9.1. Getting To Market
  • 9.2. Market Forecast Assumptions
  • 9.3. LCD Market Forecast
    • 9.3.1. Market Trends
    • 9.3.2. Market Forecast
  • 9.4. OLED Display Market Forecast

Chapter 10. Equipment Market Forecast and Trends

  • 10.1. Lithography
  • 10.2. Plasma Etching and Stripping
  • 10.3. Thin Film Deposition
  • 10.4. Wet Etching and Cleaning
  • 10.5. Photoresist Processing
  • 10.6. Inspection/Repair
  • 10.7. Total Equipment Market
  • 10.8. LCD and OLED Capex

Chapter 11. Materials Market Forecast and Trends

  • 11.1. OLED Materials Market
    • 11.1.1 Introduction
    • 11.1.2. Deposition Methods
  • 11.1.3Inkjet Materials
    • 11.1.4. Residue Cleaning
  • 11.2. Materials Market
    • 11.2.1. Glass Market
    • 11.2.2. Gases Market