OLEDの世界市場：市場規模（技術別・パネルの種類別・用途別・地域別）、将来予測

OLEDの市場規模と予測

OLEDの市場規模は、2024年に419億8,000万米ドルと評価され、予測期間中（2026～2032年）に13.90%のCAGRで、2032年には1,189億1,000万米ドルに達すると予測されます。

有機発光ダイオード（OLED、有機EL）は、有機化合物を使用して電流を流すと発光するディスプレイ装置です。OLEDは、従来のディスプレイとは異なり、バックライトを必要としないため、より薄く、より柔軟で、エネルギー効率の高い画面を実現します。このディスプレイはコントラスト比が高く、黒が深く、リフレッシュレートが速いため、スマートフォン、テレビ、ウェアラブル技術に適しています。

OLEDパネルは、光を発生する発光層と電子を伝導する導電層を含む多くの層で構成されています。この構造は、鮮やかな色彩と広い視野角という優れた画質を提供します。

OLED技術は、その汎用性と均一な照明を作り出す能力から、照明や車載用途でも支持を集めています。その省エネ性能と適応性が、業界全体への普及を後押ししています。

世界のOLED市場力学

世界のOLED市場を形成している主な市場力学は以下の通りです：

主な市場促進要因

スマートフォンにおけるOLEDディスプレイの需要拡大。スマートフォン業界におけるOLEDディスプレイの急速な採用は、OLED市場の重要な促進要因です。ディスプレイサプライチェーンコンサルタント（DSCC）の報告書によると、OLEDスマートフォンパネルの出荷台数は2021年に5億7,700万台に達し、2020年から前年比47%増となります。さらに同レポートは、2023年までにOLEDパネルが全スマートフォンディスプレイの50%以上を占めるようになると予測しています。この需要の急増は、OLEDの優れた画質、エネルギー効率、折りたたみ式スマートフォンのような革新的なフォームファクターを可能にする能力によってもたらされています。スマートフォン・メーカーがOLED技術を優先し続けることで、OLED市場の大幅な成長が見込まれます。

OLEDテレビの採用拡大：テレビ分野はOLED市場の主要成長要因として浮上しています。OLEDテレビの世界出荷台数は2021年に650万台に達し、前年比80%の伸びを示します。同社は、OLEDテレビの出荷台数は2026年までに1,100万台を超えると予測しています。この急成長の背景には、価格の下落、生産効率の向上、OLEDの優れた画質に対する消費者の嗜好があります。より多くのテレビメーカーがOLED市場に参入し、生産規模が拡大するにつれて、この分野はOLED市場全体の拡大に大きく貢献すると予想されます。

自動車用途での需要増加：自動車業界では、内装および外装照明用途でOLED技術の採用が増加しており、OLED市場の成長を牽引しています。自動車用OLEDの世界市場規模は、2020年に6億350万米ドルと評価され、2021年から2030年にかけてCAGR 29.9%で成長し、2030年には81億3,000万米ドルに達すると予測されています。この成長は、自動車、特に電気自動車や自律走行車における高度なディスプレイ技術の統合が進んでいることが背景にあります。OLEDの柔軟性、エネルギー効率、高コントラスト・ディスプレイの製造能力は、ダッシュボード・ディスプレイ、インフォテインメント・システム、周囲照明での使用に理想的であり、OLED市場全体の成長に大きく貢献しています。

主な課題

高い製造コストと価格圧力：OLED業界は、価格設定と市場導入に影響を与える製造コストの高さにより、大きな課題に直面しています。2021年の55インチOLED TVパネルの平均製造コストは、同等のLCDパネルの約2.5倍です。このコスト差は、メーカーが効果的に競争するために生産効率を改善し、価格を引き下げるよう圧力をかけています。

限られた寿命と焼き付き問題：OLEDディスプレイは、寿命と焼き付きに関する課題に直面し続けています。Journal of Information Displayに掲載された研究によると、OLEDディスプレイは通常、約14,000時間の使用で初期輝度の50％まで低下すると報告されています。この寿命の短さと、画像の保持や焼き付きの可能性により、一部の消費者や産業はOLED技術の採用を躊躇しています。

サプライチェーンの制約と材料不足：OLED市場はサプライチェーンの混乱と材料不足に悩まされています。ディスプレイサプライチェーンコンサルタント（DSCC）の報告書によると、ディスプレイドライバICの世界の不足により、2021年第2四半期のOLEDスマートフォンパネルの生産量は当初の予測に比べて10％減少しました。このようなサプライチェーンの問題は、生産の遅れとコスト増を招き、業界の増大する需要に効率的に対応する能力に課題しています。

主要動向：

製造コストの高騰と価格圧力：OLED業界は、価格設定や市場導入に影響を与える製造コストの高騰により、大きな課題に直面しています。2021年の55インチOLED TVパネルの平均製造コストは、同等のLCDパネルの約2.5倍です。このコスト差は、メーカーが効果的に競争するために生産効率を改善し、価格を引き下げるよう圧力をかけます。

限られた寿命と焼き付き問題：OLEDディスプレイは、寿命と焼き付きに関する課題に直面し続けています。Journal of Information Displayに掲載された研究によると、OLEDディスプレイは通常、約14,000時間の使用で初期輝度の50％まで低下すると報告されています。この寿命の短さと、画像の保持や焼き付きの可能性により、一部の消費者や産業はOLED技術の採用を躊躇しています。

サプライチェーンの制約と材料不足：OLED市場はサプライチェーンの混乱と材料不足に悩まされています。ディスプレイサプライチェーンコンサルタント（DSCC）の報告書によると、ディスプレイドライバICの世界の不足により、2021年第2四半期のOLEDスマートフォンパネルの生産量は当初の予測に比べて10％減少しました。このようなサプライチェーンの問題は、生産の遅れとコスト増をもたらし、業界の増大する需要に効率的に対応する能力に課題しています。

目次

第1章 世界のOLED市場：イントロダクション

• 市場概要
• 分析範囲
• 前提条件

第2章 エグゼクティブサマリー

第3章 VERIFIED MARKET RESEARCHの分析手法

• データマイニング
• バリデーション
• 一次資料
• データソース一覧

第4章 世界のOLED市場の展望

• 概要
• 市場力学
  • 促進要因
  • 抑制要因
  • 機会
• ポーターのファイブフォースモデル
• バリューチェーン分析

第5章 世界のOLED市場：技術別

• 概要
• AMOLED
• PMOLED

第6章 世界のOLED市場：ディスプレイパネルの種類別

• 概要
• リジッド
• フレキシブル
• その他

第7章 世界のOLED市場：用途別

• 概要
• スマートフォン、タブレット
• スマートウォッチ、ウェアラブル
• テレビ、デジタルサイネージシステム
• PCモニター、ノートPC
• その他

第8章 世界のOLED市場：地域別

• 概要
• 北米
  • 米国
  • カナダ
  • メキシコ
• 欧州
  • ドイツ
  • 英国
  • フランス
  • その他欧州
• アジア太平洋
  • 中国
  • 日本
  • インド
  • その他アジア太平洋
• その他の地域 (ROW)
  • ラテンアメリカ
  • 中東・アフリカ

第9章 世界のOLED市場の競合情勢

• 概要
• 各社の市場ランキング
• 主な発展戦略

第10章 企業プロファイル

• 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11章 付録

• 関連分析

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