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市場調查報告書
商品編碼
2100039
OLED:市場佔有率分析、產業趨勢和統計數據、成長預測(2026-2031)OLED - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031) |
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根據 Mordor Intelligence 估計,到 2026 年,OLED 市場規模將達到 346.8 億美元,高於 2025 年的 316 億美元,預計到 2031 年將達到 551.9 億美元。
預計從 2026 年到 2031 年,其複合年成長率將達到 9.74%。

本報告按產品類型(顯示器、照明)、技術(被動矩陣OLED (PMOLED)、主動矩陣OLED (AMOLED))、外形規格尺寸(軟性、剛性、透明)、材料(基板材料、封裝材料等)、應用(行動平板電腦、電視、車載顯示器等)和地區進行細分。市場預測以美元計價。
折疊式智慧型手機的出現提高了對OLED基板的機械性能要求,促使業界將注意力從剛性玻璃轉向能夠承受180度彎曲而不折疊式的軟性聚醯亞胺薄膜。中國製造商正在迅速縮小與韓國老牌製造商的技術差距,並持續向OLED市場投入大規模產能,促進價格競爭並催生新的設計可能性。每一代可折疊設備所累積的經驗,正為未來兩年即將面世的商用捲軸式智慧型手機和平板電腦奠定基礎。這項轉型能否成功,取決於能否制定既能應對良率下降又能滿足大眾市場價格預期的可用性要求的規模化生產策略。隨著消費者意識的提高,軟性架構有望刺激汽車資訊娛樂系統和建築設計等領域對整合應用的需求,這些領域普遍存在非平面表面。
2024年第四季,OLED電視出貨量突破200萬台,較去年同期成長12.6%,主要得益於北美和西歐市場需求的激增。儘管由於傳統LCD生產線的關閉,產能限制依然顯著,但積極的成本削減措施縮小了77吋OLED電視與同尺寸mini-LED LCD電視之間的價格差距。諸如LG Display向三星電子供應白色OLED面板等策略採購協議,進一步印證了擴大生產規模對於保護OLED高階市場免受mini-LED衝擊至關重要。藍色螢光材料和疊層結構的進步,使得面板能夠在顯著降低功耗的同時,實現超過1500尼特的峰值亮度。下一波成長將取決於42-55吋主流機型的拓展,這些機型的零售價格應低於1000美元。
隨著母版玻璃尺寸從第六代擴展到第八代半,缺陷傳播呈指數級成長,導致良率下降,每平方公尺成本上升。應用材料公司(Applied Materials)的MAX-OLED等無光罩沉積平台能夠實現像素級圖形化,並可望在大基板上將開口率提高一倍,亮度提高三倍,壽命延長五倍。雖然試點生產線的目標是在2025年初實現商業化樣品供應,但高額的資本投入和製程不熟悉性構成了推廣應用的風險。據報道,日本顯示器JAPAN DISPLAY)的eLeap微影術技術在試運行中已實現了超過60%的良率,為更高效的大面積生產提供了另一條途徑。目前,面板製造商正努力在產能、材料利用率和缺陷管理之間尋求平衡,這減緩了產能擴張的步伐,使其難以與電視指示牌市場中興起的mini-LED競爭。
預計到2025年,顯示模組將佔OLED市場銷售額的90.85%。智慧型手機兩位數的滲透率和電視領域日益成長的應用鞏固了這一地位。儘管OLED在照明領域的市場佔有率仍然小規模,但隨著超薄外形規格和防眩光錶面在高階辦公空間和汽車環境照明系統中得到廣泛認可,預計將以12.28%的複合年成長率成長。 OLED市場正受益於持續的成本降低措施,例如重複利用通用TFT背板、在彩色濾光片上進行噴墨印刷以及共用驅動IC平台,這些措施縮短了小型和大型顯示器的學習曲線。以德國OLEDWorks和日本Konica Minolta為首的照明製造商正持續開發高階飯店照明燈具的細分市場,在這些市場中,點光源的無眩光特性使其價格更具吸引力。符合歐盟生態設計法規進一步推動了符合能源效率和可回收性標準的OLED面板的發展,縮小了與目前佔據市場主導地位的LED燈條之間的差距。
OLED市場目前正處於轉捩點,照明供應商正探索建築下照燈以外的大規模生產,目標應用領域包括汽車尾燈、民航機客艙照明,甚至發光會員卡。儘管傳統LED製造商正積極推出低於每千流明2美元的價格,但疊層式OLED光源已實現功耗降低40%和光通量效率達到100流明/瓦的里程碑式突破,表明到本世紀末,OLED與LED在成本上實現持平的可能性很高。顯示器供應商正在尋求協同效應,例如利用其第六代行動生產線在淡季進行照明產品原型生產。這有助於分攤折舊免稅額成本,並推進下一代卷對卷封裝箔的檢驗。如果顯示器和照明產業的整合取得成功,到2030年,OLED在照明產業的市佔率可望從目前的個位數提升,為面板製造商的長期多元化經營奠定基礎。
到2025年,基於薄膜電晶體(TFT)的主動矩陣OLED面板將主導市場,支援120Hz刷新率和可變刷新率的遊戲應用,出貨量將佔比高達95.55%。 OLED市場正積極響應AMOLED的藍圖,包括疊層結構、LTPO背板和混合量子點色彩轉換技術,並在三星、蘋果和小米等旗艦機型中保持著持續的普及率。被動矩陣OLED(PMOLED)在簡易穿戴裝置、工業儀器和智慧卡領域仍佔有重要地位。其預計10.08%的複合年成長率主要得益於成本效益高的噴墨列印前板,該面板無需微影術程。儘管PMOLED市場規模仍然較小,但隨著整合顯示天線和支付代幣的日益普及,其戰略意義日益凸顯。
然而,AMOLED的主導地位正受到無掩模光刻、eLeap像素分割和雷射誘導量子點圖形化等技術的挑戰,這些技術有望實現更高的開口率和色域。面板製造商必須權衡新製程的優勢與根深蒂固的LTPO供應鏈之間的關係,後者包括驅動IC、剛性金屬掩模供應商以及針對現有堆疊結構最佳化的光阻劑。隨著計劃於2025年下半年開始量產的藍色磷光技術的應用,AMOLED將實現15%的節能,這對於電池容量有限的折疊式設備和VR頭戴裝置顯至關重要。儘管如此,mini-LED LCD具有低閃爍和雙峰亮度等優點,而AMOLED則需要在降低燒屏風險的同時,實現超過2000尼特的亮度。 OLED市場能否有效克服這些挑戰,將決定AMOLED能否在未來十年保持其近乎壟斷的地位。
預計到2025年,亞太地區將佔全球銷售額的44.05%,反映出供應鏈的深度整合,從有機材料製造商到集中於中國和韓國的第六代和第八代半製造工廠。由於地方政府的激勵措施和長期資本融資,中國供應商在設備產能方面領先,而韓國供應商則在高亮度高階市場保持品質優勢。預計到2025年,中國將擁有全球近四分之三的AMOLED製造設備,將加速技術學習曲線,進而壓縮OLED市場的整體成本曲線。日本公司專注於薄膜沉積掩模、精細金屬陰影和高純度發送器等上游工程,儘管面板產量正在下降,但它們仍然保持著可觀的出口利潤率。
北美雖然缺乏大規模的製造地,但憑藉高平均售價的電視和智慧型手機創造了附加價值,並且正在推動新的製造舉措,例如OLEDWorks與JDI在美國的合作。 2024年第四季度,受串流媒體平台推出伴隨的大力促銷宣傳活動的推動,北美地區對77-83吋OLED電視的需求年增19%。歐洲仍然是第二大消費市場,這得益於基於生態設計法規的節能家電的強勁更換需求,以及成熟市場對高品質視聽體驗的偏好。特別是德國汽車製造商,正透過與整合商合作,將曲面叢集和環境照明融入下一代駕駛座,引領汽車OLED的發展。
儘管中東和非洲地區的市場基數相對小規模,但該地區仍錄得最高的成長預期,複合年成長率 (CAGR) 為 11.62%,這主要得益於可支配收入的成長以及對智慧城市投資的推動,這些投資將透明面板整合到零售店面和信息亭中。在印度,本土顯示生態系的發展正在穩步推進。塔塔電子、海麥克斯和 Powerchip 達成協議,計劃推出第六代 AMOLED 的試點生產線,這表明印度政府有意減少對進口的依賴。這種多元化有助於降低地緣政治供應風險,並有可能在未來開闢通往非洲和東南亞的出口路線。整體而言,區域產業政策、勞動力結構和能源成本將持續影響 OLED 市場的資本投資配置。
According to Mordor Intelligence, OLED market size in 2026 is estimated at USD 34.68 billion, growing from 2025 value of USD 31.60 billion with 2031 projections showing USD 55.19 billion, growing at 9.74% CAGR over 2026-2031.

This report is Segmented by Product Type (Display, and Lighting), Technology (Passive Matrix OLED (PMOLED), and Active Matrix OLED (AMOLED)), Form Factor Type (Flexible, Rigid, and Transparent), Material (Substrate Materials, Encapsulation Materials, and More), Application (Mobile and Tablet, Television, Automotive Displays, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).
Foldable smartphones have elevated the mechanical requirements placed on OLED substrates, shifting industry focus from rigid glass to resilient polyimide films that tolerate 180-degree bends without delamination. Chinese producers have shortened the time-to-catch-up with Korean incumbents and continue to inject high-volume capacity into the OLED market, fostering price competition and new design possibilities. Continuous learning from foldable iterations is laying the groundwork for commercial rollable phones and tablets expected within two years. Success in this transition will hinge on scaling strategies that absorb yield losses while reinforcing reliability expectations for mass-market pricing. As consumer familiarity increases, flexible architectures are expected to seed demand in automotive infotainment and architectural integration where non-planar surfaces dominate.
Shipments of OLED televisions crossed 2 million units in Q4-2024, reflecting 12.6% annual growth led by demand spikes in North America and Western Europe. Capacity constraints remained evident as legacy LCD lines were retired, yet aggressive cost learning curves have narrowed price gaps between 77-inch OLEDs and similarly sized mini-LED LCD sets. Strategic sourcing agreements, such as LG Display's white-OLED supply to Samsung Electronics, underline a recognition that scale is imperative to defend OLED's premium tier against mini-LED encroachment. Gains in blue phosphorescent materials and tandem-stack architectures now allow panels above 1,500 nits peak brightness at noticeably lower power. The next wave of growth will rely on expanding 42- to 55-inch mainstream models positioned below USD 1,000 at retail.
Scaling from Gen-6 to Gen-8.5 mother-glass size introduces exponential defect propagation, dampening yields and elevating cost per square metre. Mask-free deposition platforms such as Applied Materials' MAX-OLED enable pixel-by-pixel patterning, potentially doubling aperture ratio and tripling brightness while extending lifetime five-fold on large substrates. Pilot lines are targeting commercial sampling in early 2025, yet capital intensity and process unfamiliarity pose adoption risks. Japan Display's eLeap photolithographic approach reported yields above 60% on trial runs, signalling alternate paths to large-area efficiency. For now, panel makers juggle trade-offs among throughput, material utilisation and defect management, delaying capacity that could counter mini-LED encroachment in televisions and signage.
Other drivers and restraints analyzed in the detailed report include:
For complete list of drivers and restraints, kindly check the Table Of Contents.
Display modules represented 90.85% of OLED market revenue in 2025, a position fortified by double-digit smartphone penetration and mounting television uptake. The OLED market size for lighting remained modest yet accelerated with a 12.28% CAGR forecast, as ultrathin form factors and glare-free surfaces found acceptance in premium workspace and automotive ambient systems. The OLED market has benefited from iterative cost down initiatives-re-use of common TFT backplanes, ink-jet printing for colour filters and shared driver IC platforms-that compress learning curves across both small and large displays. Lighting manufacturers, led by OLEDWorks in Germany and Konica Minolta in Japan, continue niche deployment in premium hospitality luminaires where the absence of point glare commands a high willingness to pay. Compliance with EU ecodesign rules places added momentum behind OLED panels that satisfy both energy and recyclability metrics, narrowing the gap with dominant LED strips.
The OLED market now approaches an inflection where lighting suppliers seek volume outside architectural downlights, targeting vehicular taillamps, commercial aircraft cabins and even illuminated loyalty cards. While LED incumbents price aggressively below USD 2 per kilolumen, tandem-stack OLED light engines have posted 40% power drops and 100 lm/W efficacy milestones, suggesting cost parity is plausible late-decade. Display vendors are exploring synergies-using Gen-6 mobile lines for pilot lighting runs during off-peak cycles-to spread depreciation and validate next-gen roll-to-roll encapsulation foils. Successful convergence across display and lighting could elevate the overall OLED market share of lighting above current single-digit levels by 2030, underpinning long-term diversification for panel makers.
Active-matrix OLED panels dominated with 95.55% of shipments in 2025, anchored by thin-film transistors that support 120 Hz and variable refresh gaming workloads. The OLED market has rewarded the AMOLED roadmap-tandem stacks, LTPO backplanes and hybrid quantum-dot colour conversion-with sustained attach rates across flagships from Samsung, Apple and Xiaomi. Passive-matrix OLED retains relevance in simple wearables, industrial gauges and smart-cards; its projected 10.08% CAGR is propelled by cost-effective ink-jet frontplanes that skip photolithography steps. The OLED market size for PMOLED remains small yet strategically important as antenna-in-display concepts and payment tokens proliferate.
AMOLED's leadership, however, is being tested by mask-free photolithography, eLeap pixel-division, and laser-induced quantum-dot patterning that promise higher aperture and colour volume. Panel makers must balance the benefit of new processes against the ecosystem's entrenched LTPO supply chain: driver ICs, rigid metal-mask suppliers and photoresists optimised for current stacks. Blue phosphorescent adoption, tabled for mass launch in late 2025, will grant AMOLED a 15% energy advantage crucial for battery-constrained foldables and VR headsets. Nevertheless, mini-LED LCDs have shown double-peak brightness with lower flicker, pressuring AMOLED to deliver above 2,000 nits while mitigating image-retention risks. How effectively the OLED market internalises these challenges will dictate whether AMOLED preserves its near-monopoly into the next decade.
Asia-Pacific contributed 44.05% of 2025 revenue, reflecting deep supply-chain integration from organic material producers to Gen-6 and Gen-8.5 fabs concentrated in China and South Korea. Municipal incentives and long-term equipment financing enable Chinese vendors to pull ahead on installed capacity, even as Korean peers preserve a quality lead at the high-brightness premium end. By 2025, China is projected to host nearly three-quarters of global AMOLED tooling footprints, accelerating the learning rate that compresses cost curves for the entire OLED market. Japanese firms specialise upstream in deposition masks, fine metal shadowing and high-purity emitters, maintaining healthy export margins despite diminished panel output.
North America, while lacking large-scale fab presence, drives value via high ASP televisions and smartphones, and hosts emerging manufacturing initiatives such as the OLEDWorks-JDI alliance in the United States. Regional demand for 77- to 83-inch OLED TVs surged 19% year-on-year in Q4-2024, influenced by aggressive promotional cycles tied to streaming platform launches. Europe remains the second-largest consumption hub, buoyed by strong replacement demand for energy-efficient appliances under ecodesign mandates and a preference for premium audio-visual experiences in mature markets. German automakers in particular catalyse automotive OLED development through integrator partnerships that embed curved clusters and ambient lighting into next-gen cockpits.
The Middle East and Africa recorded the fastest 11.62% CAGR outlook on a small base, supported by rising disposable income and smart-city investments that integrate transparent panels in retail facades and information kiosks. India is nurturing a domestic display ecosystem; agreements between Tata Electronics, Himax and Powerchip aim to launch a 6-Gen AMOLED pilot line, signalling policy intent to reduce reliance on imports. Such diversification mitigates geopolitical supply risks and may unlock future export corridors into Africa and Southeast Asia. Overall, geography-specific industrial policies, labour structures and energy costs will continue to influence the distribution of capital expenditure across the OLED market.