OLED (有機EL) ・LCD (液晶ディスプレイ) 市場：技術・方向性・市場分析
OLED and LCD Markets: Technology, Directions, and Market Analysis
|OLED (有機EL) ・LCD (液晶ディスプレイ) 市場：技術・方向性・市場分析|
発行: Information Network
世界の大型LCD (液晶ディスプレイ) パネル (7インチ以上) 出荷高は2017年も縮小が続き、年間2.4%減少の約7億2,500万台となる見込みです。
当レポートでは、世界におけるOLED (有機EL) ・LCD (液晶ディスプレイ) 市場について調査し、機器・材料の要件・動向、ディスプレイ・機器・材料市場の予測、および主要企業のプロファイルなど、体系的な情報を提供しています。
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.