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市場調査レポート

OLED産業 - 世界および中国:2019-2025年

Global and China OLED Industry Report, 2019-2025

発行 ResearchInChina 商品コード 845161
出版日 ページ情報 英文 118 Pages
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=109.52円で換算しております。
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OLED産業 - 世界および中国:2019-2025年 Global and China OLED Industry Report, 2019-2025
出版日: 2019年05月16日 ページ情報: 英文 118 Pages
概要

世界におけるOLEDパネルの出荷高は、2018年に6億6,100万シートとなり、前年比16.4%の増加となりました。OLED市場規模は更に成長を続け2025年には17億300万シートへ拡大すると予測され、2018年から2025年にかけては約14.5%のCAGR (年間複合成長率) が見込まれています。

当レポートでは、世界および中国におけるOLED産業について調査し、OLED産業の概要 (定義と分類、産業チェーン、関連分野および技術ロードマップ)、世界・中国のOLED市場 (規模、展望など)、世界のOLED競合パターン (生産能力、技術、市場シェアなど) 、OLEDの下流アプリケーション (端末、TV、ウェアラブル、BOEなど) 市場、および主要ベンダーなどについて分析しています。

第1章 概要

第2章 OLED市場

  • 概要
  • 世界
    • 市場規模
    • 出荷高
    • 地域構造
  • 中国
    • 現況
    • 政策
    • 需要
    • 供給

第3章 世界におけるOLED市場の競合情勢

  • 市場シェア
  • ベンダー
  • 生産能力
  • 生産コスト

第4章 OLEDアプリケーション市場

  • 携帯電話
    • 世界
    • 中国
  • TV
  • ウェアラブルデバイス
  • その他

第5章 OLED上流マテリアル市場

  • 産業チェーン
  • PIスラリー
  • CPI
  • 薄膜カプセル化

第6章 OLEDベンダー

  • Samsung Display
  • LG Display
  • ジャパンディスプレイ (JDI)
  • Hon Hai
  • AUO
  • BOE
  • CSOT
  • RiTdisplay
  • Visionox
  • Truly Group
  • Sichuan CCO Display Technology
  • Sino Wealth Electronic
  • O-Film Tech
  • Everdisplay Optronics
  • Tianma Micro-electronics
  • Innolux
図表

Selected Charts

  • Luminescence Principle of OLED
  • Composition of OLED
  • Evolution of LCD and OLED
  • Evolution of Display Technology
  • Classification of OLED Devices
  • PMOLED Drive Principle
  • AMOLED Drive Principle
  • Major Enterprises in OLED Industry Chain
  • Major OLED Drive IC Companies
  • Major Manufacturers in OLED Industry Chain
  • Performance Comparison of OLED and TFT LCD
  • OLED Structure Is Simpler than TFT LCD
  • TFT LCD Requires Complicated Backlight Modules
  • Development Orientation of Display Screens for TV, Computer and Mobile Phone
  • Global OLED Market Size, 2016-2025E
  • Global OLED Shipments by Area, 2016-2025E
  • Global OLED Panel Shipments by Area, 2016-2025E
  • Global OLED Panel Shipments, 2016-2025E
  • Global OLED Panel Application by Shipments, 2016-2025E
  • Global OLED Panel Shipments
  • Global OLED Capacity Structure by Country, 2016-2025E
  • China's Main Policies on OLED-related Industries
  • China's OLED Demand, 2019-2025E
  • China's OLED Output Value and Market Size, 2015-2018
  • Distribution of OLED Panel Projects in China
  • Global OLED Panel Competitive Pattern, 2018
  • OLED Capacity Built by Chinese Panel Manufacturers
  • OLED Investment Programs of Japanese Companies
  • Flexible AMOLED Panel Capacity of Global Major Companies, 2016-2025E
  • OLED Capacity and Planned Projects in China and Worldwide, 2018
  • Price Comparison of TFT LCT TV and OLED TV
  • Cost Structure of AMOLED and TFT-LCD
  • Relationship between OLED Cost and Yield
  • Distribution of OLED Application Markets, 2018
  • Display Technology Drives Changes in Smartphone Pattern
  • Global OLED Mobile Phone Shipments and Penetration, 2014-2025E
  • Global Mobile Phone Panel Shipments by Type, 2018
  • Global OLED Mobile Phone Shipments, 2016-2025E
  • Global Penetration of AMOLED and LCD Panels for Smartphones
  • Number of Mobile Phone Models with OLED of Global Major Mobile Phone Brands
  • Penetration of OLED in Main Mobile Phone Brands
  • Penetration of OLED in Global Major Mobile Phone Vendors, 2016-2025E
  • Soaring Penetration of Mobile Phone OLED (Million Sheets), 2015-2019
  • Market Share of AMOLED Mobile Phones Worldwide by Brand, 2018
  • Coverage of OLED in Apple Phones
  • Application in All-screen Mobile Phones
  • OLED Development Path
  • Assembly Rate of OLED Displays for Smartphones in China, 2016-2025E
  • OLED Phones of Major Mobile Phone Brands in China, 2016-2019
  • AMOLED Mobile Phone Shipments of Various Brands in China, 2018
  • Panel Technology Structure of Top10 Mobile Phone Brands in China, 2018
  • Top3 Mobile Phone Brands with the Highest Penetration of AMOLED in China, 2018
  • Global OLED TV Sales, 2016-2025E
  • Global Shipments and Penetration of OLED TV
  • Key OLED TVs in China
  • OLEDs for Mainstream Smart Watches Worldwide
  • Global Shipments of OLED Panels for Wearable Devices, 2015-2025E
  • Penetration of OLED for Smart Watches
  • Penetration of OLED for Kids' Watches
  • Penetration of OLED for Smart Bands
  • Notebook PC OLED Display
  • Global Demand for PC OLED Display, 2015-2025E
  • Structure of LCD Industry Chain
  • Structure of OLED Industry Chain
  • Investment Opportunities Brought by OLED in New Chemical Materials
  • Changes in Rigid/Flexible OLED Materials
  • Key Raw Material Suppliers for Samsung and LG
  • Flexible OLED Production Process
  • Major Vendors' Demand for PI Slurry, 2014-2022E
  • Parameters of Products of Major Global PI Slurry Producers
  • Solutions for Flexible Foldable Display Panels
  • Foldable Devices Forecast, 2018-2025E
  • Comparison between Rigid OLED Glass Encapsulation and Flexible OLED TFE
  • Samsung Display Sales and Operating Profit of 2012-2018
  • OLED Business of Samsung Display by Application
  • OLED Capacity Expansion of Samsung, 2016-2018E
  • List of Samsung's Suppliers of Core Materials for Foldable Smartphones
  • First-batch Quad Edge Screens Mass-produced by Samsung in 2016
  • Double Curved Screens Mass-produced by Samsung in 2015
  • 55-inch Transparent OLED Display First Developed by Samsung in 2015
  • 55-inch Mirror OLED Display First Developed by Samsung in 2015
  • Samsung OLED Products
  • Statistics of Samsung OLED Production Line Layout
  • Financial Indicators of LG Display, 2014-2018
  • Revenue of LG Display by Application, 2016-2018
  • Shipments of LG Display, 2016-2018
  • LG Display's Capacity, 2016-2018
  • LG Display's OLED Production Lines by Aug 2018
  • LG Display's Plants in China
  • JDI's Vision
  • Performance of JDI, FY2012-FY2018
  • Mid-term Development Plan of JDI
  • OLED Development of JDI
  • Overseas Production Bases of JDI
  • Revenue, Net Income and Gross Margin of Hon Hai, 2012-2018
  • Hon Hai/Sharp's Presence in OLED
  • Revenue of AUO, 1999-2018
  • Display Revenue of AUO by Application, 2016-2018
  • Display Revenue of AUO by Size, 2016-2018
  • DSH Strategy of BOE
  • Revenue, Net Income and Gross Margin of BOE, 2012-2018
  • Operating Revenue and Gross Margin of BOE by Business, 2015-2018
  • Operating Revenue Structure of BOE by Region, 2015-2018
  • Evolution of BOE's OLED Business
  • BOE's OLED Production Lines by the End of 2018
  • CSOT's LCD Panel Production Lines
  • Main Products of RiTdisplay
  • Revenue and Gross Margin of RiTdisplay, 2014-2018
  • Visionox's OLED Production Lines and Scale by the End of Jul 2017
  • Revenue and Gross Profit of Truly Group, 2014-2018
  • Sales Breakdown of Truly Group, 2015-2018
  • Revenue, Net Income and Gross Margin of Sino Wealth Electronic, 2012-2018
  • R&D Costs and % of Total Revenue of Sino Wealth Electronic, 2011-2018
  • OLED Drive Chips of Sino Wealth Electronic
  • Development Course of O-Film Tech
  • Global Presence of O-Film Tech
  • Revenue, Net Income and Gross Margin of O-Film Tech, 2012-2018
  • Revenue Structure of O-Film Tech, 2015-2018
  • Development Course of Tianma Micro-electronics
  • Evolution of Technologies and Production Lines of Tianma Micro-electronics
  • Revenue, Net Income and Gross Margin of Tianma Micro-electronics, 2012-2018
  • R&D Costs and % of Total Revenue of Tianma Micro-electronics, 2012-2018
  • OLED Panel Production Lines and Scale of Tianma Micro-electronics by the End of 2018
  • Revenue and Shipments of Innolux, 2014-2018
  • Revenue Structure of Innolux by Application, 2016-2018
  • Revenue Structure of Innolux by Size, 2016-2018
目次

OLED, a new-generation display technology, features simple display structure, green consumables and flexibility and can be rolled up, which makes it easier to transport and install without considering its size. OLED market has kept ballooning. In 2018, 661 million sheets of OLED panels were shipped globally, an upsurge of 16.4% from a year earlier. As fabrication technology advances and the problem of low yield gets addressed, OLED cost will become low enough. OLED market size will grow further, up to 1,703 million sheets in 2025, at a CAGR of about 14.5% between 2018 and 2025.

OLED has been a standard configuration for high-end products by virtue of colorful, light and thin modules and unique self-luminescent mode. It has become a hotspot in smartphone market where big-name vendors equipped their flagship products with OLED screens in 2018, for example, Apple iPhone X series, Huawei Mate 20 Pro and Samsung Galaxy S10. In 2018, smartphones commanded 70% of OLED applied market; wearable devices for around 10%; household appliances like TV for about 6%; others for roughly 14%.

With regard to competitive pattern, global mass-produced OLED display panels are largely produced in South Korea, in which Samsung is the world's largest vendor of small- and medium-sized OLED screens, and LG Display that at first specialized in large-sized OLED, has turned its focus on small- and medium-sized products. In China, vendors like BOE, Tianma Micro-electronics, Visionox and Shenzhen China Star Optoelectronics Technology Co., Ltd (CSOT) have raced to beef up construction of OLED production line, in the hope of possibly overtaking their Taiwanese peers in the era of OLED.

Meanwhile, Brands like Samsung, Huawei, Apple, OPPO, Royole and Xiaomi have deployed foldable smartphones since the second half of 2018, and some of them have rolled out terminal products. Although such phones are expensive and produced in small volume, the foldable design is likely to be a commonplace in the high-end market after users' urgent needs are met and industrial supply chain becomes mature. All of which will reshape OLED industry.

Global and China OLED Industry Report, 2019-2025 highlights the following:

OLED industry (definition & classification, industry chain, related fields and technology roadmap);

Global and China OLED markets (size, prospect, etc.);

Global OLED competitive pattern (capacity, technology, market share, etc.);

OLED downstream application markets (handset, TV, wearable device, etc.);

16 OLED vendors (Samsung Electronics, LG Display, BOE, etc.) (operation, main products, production layout, production & sales, development strategy, etc.).

Table of Contents

1 Overview of OLED

  • 1.1 Introduction
    • 1.1.1 Overview
    • 1.1.2 Origin
    • 1.1.3 Features
  • 1.2 Classification
  • 1.3 Applications
  • 1.4 Industry Chain

2. OLED Market

  • 2.1 Overview
  • 2.2 Global
    • 2.2.1 Market Size
    • 2.2.2 Shipments
    • 2.2.3 Regional Structure
  • 2.3 China
    • 2.3.1 Status Quo
    • 2.3.2 Policies
    • 2.3.3 Demand
    • 2.3.4 Supply

3 Competitive Landscape of Global OLED Market

  • 3.1 Market Share
  • 3.2 Vendors
  • 3.3 Production Capacity
  • 3.4 Production Costs

4 OLED Application Market

  • 4.1 Mobile Phone
    • 4.1.1 Global
    • 4.1.2 China
  • 4.2 TV
  • 4.3 Wearable Device
  • 4.4 Others

5 OLED Upstream Materials Market

  • 5.1 Industry Chain
  • 5.2 PI Slurry
  • 5.3 CPI
  • 5.4 Thin Film Encapsulation

6 OLED Vendors

  • 6.1 Samsung Display
    • 6.1.1 Profile
    • 6.1.2 Operation
    • 6.1.3 OLED Business
    • 6.1.4 Capacity
  • 6.2 LG Display
    • 6.2.1 Profile
    • 6.2.2 Operation
    • 6.2.3 OLED Business
    • 6.2.4 Business in China
  • 6.3 Japan Display Inc. (JDI)
    • 6.3.1 Profile
    • 6.3.2 Operation
    • 6.3.3 OLED Business
    • 6.3.4 Business in China
  • 6.4 Hon Hai
    • 6.4.1 Profile
    • 6.4.2 Operation
    • 6.4.3 OLED Business
  • 6.5 AUO
    • 6.5.1 Profile
    • 6.5.2 Operation
    • 6.5.3 OLED Business
  • 6.6 BOE
    • 6.6.1 Profile
    • 6.6.2 Operation
    • 6.6.3 OLED Business
  • 6.7 CSOT
    • 6.7.1 Profile
    • 6.7.2 OLED Business
  • 6.8 RiTdisplay
    • 6.8.1 Profile
    • 6.8.2 Operation
    • 6.8.3 OLED Business
  • 6.9 Visionox
    • 6.9.1 Profile
    • 6.9.2 OLED Business
  • 6.10 Truly Group
    • 6.10.1 Profile
    • 6.10.2 Operation
    • 6.10.3 OLED Business
  • 6.11 Sichuan CCO Display Technology
    • 6.11.1 Profile
    • 6.11.2 OLED Business
  • 6.12 Sino Wealth Electronic
    • 6.12.1 Profile
    • 6.12.2 Operation
    • 6.12.3 OLED Business
  • 6.13 O-Film Tech
    • 6.13.1 Profile
    • 6.13.2 Operation
    • 6.13.3 OLED Business
  • 6.14 Everdisplay Optronics
    • 6.14.1 Profile
    • 6.14.2 OLED Business
  • 6.15 Tianma Micro-electronics
    • 6.15.1 Profile
    • 6.15.2 Operation
    • 6.15.3 OLED Business
  • 6.16 Innolux
    • 6.16.1 Profile
    • 6.16.2 Operation
    • 6.16.3 OLED Business
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