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市場調查報告書
商品編碼
1873665
採用量子點薄膜的新型顯示器:全球市場佔有率和排名、總收入和需求預測(2025-2031年)Quantum Dot Film for New Display - Global Market Share and Ranking, Overall Sales and Demand Forecast 2025-2031 |
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預計到 2024 年,用於新型顯示器的量子點薄膜的全球市場規模將達到 1.08 億美元,預計到 2031 年將成長至 1.58 億美元,2025 年至 2031 年的複合年成長率為 4.5%。
本報告對量子點薄膜新興顯示應用領域近期關稅調整和國際戰略反制措施的跨境產業佈局、資本配置模式、區域經濟相互依存關係以及供應鏈重組進行了全面評估。
量子點薄膜是一種廣色域特殊光學薄膜,主要由量子點、阻隔樹脂和光學級防潮防氧膜組成,並結合了高精度塗覆技術。其基本原理是:當背光模組中藍色LED發出的藍光穿過量子點薄膜時,量子點會將一部分藍光轉換為綠光和紅光。剩餘的藍光與量子點轉換後的綠光和紅光混合形成白光,作為液晶顯示器的光源。其頻譜紅、綠、藍三原色的半峰寬極窄。經量子點薄膜過濾後的R/G/B三原色光的半峰寬也極窄,因此具有極高的單色純度。因此,量子點薄膜可以將液晶顯示器的色域從目前的NTSC 75%擴展到最高NTSC 130%。
推動量子點薄膜在新型顯示器市場發展的因素包括:
1. 技術性能突破:奠定核心市場推動力基礎
色彩性能的突破性提升
量子點薄膜利用光電效應高效地將藍光轉換為紅光和綠光,實現了110%的NTSC色域覆蓋率(遠高於傳統LED的72% NTSC),色彩純度提升58.3%,能夠精準地再現人眼可感知的所有顏色。其色彩穩定性高達60,000小時,遠超過OLED的壽命表現。
能源效率和成本的雙重最佳化
量子點薄膜的背光利用率比傳統LED高30%,相同亮度下功耗降低20-30%,符合全球低碳化趨勢。隨著鋅芯鈦晶等公司大規模生產全固體鈣鈦礦量子點生產線,材料成本可望進一步降低,促成該技術從高階市場普及到中階市場。
技術路線多樣化
光致發光(QD-LCD):將量子點薄膜與液晶面板相結合,顯著提高了電視和顯示器的圖像質量,並且已經實現了商業化。
電致發光(QLED):目前處於研發階段, 軟性顯示器,預計未來將應用於穿戴式裝置和車載顯示器。
2. 消費性電子產品日益複雜:推動高階顯示器需求爆炸性成長
顯示設備的發展正在加速。
4K/8K電視、高刷新率顯示器和Mini LED背光產品等高階趨勢對色域和對比度提出了更高的要求。量子點薄膜已成為製造商提升產品競爭力的關鍵組件。例如,TCL X系列電視獨家採用奈米晶體量子點薄膜技術,在色彩和能源效率方面均實現了雙重突破。
滲透到新興領域
小型設備領域:在智慧型手機和平板電腦等價格敏感度較低的設備中,量子點薄膜的滲透率預計將在五年內達到 50% 以上。
車載顯示器:隨著智慧駕駛座的發展,量子點薄膜正穩定地應用於車載中央控制螢幕,滿足高亮度和寬溫度範圍的需求。
與太陽能發電市場的綜效
量子點薄膜能夠最佳化太陽能電池的頻譜利用率,提高光電轉換效率。太陽能發電市場的擴張將間接推動量子點材料的需求。
3. 政策與標準:支持產業的健康發展
頂級設計支援
政府已將量子點膜納入「產業結構調整指導意見」等政策文件,並透過科學研究經費、稅收優惠、產學合作等措施加速技術轉換。例如,蘇州奈米技術研究院研發的軟性量子膜在國內量產方面取得了突破性進展。
加強標準化體系
國際標準:IEC 62805、ASTM F3287-18 和其他標準規範製造流程和品管。
國內:T/CAS 386-2019 組標準強調生產清潔度和製程穩定性,以確保產品一致性。
受環境保護政策推動
量子點薄膜符合“兩個碳目標”,政府正透過綠色採購和碳排放交易機制引導產業向低碳轉型。
4. 產業鏈整合:建構生態系競爭優勢
上游材料的定位
國內企業在量子點材料、高阻隔薄膜等核心技術領域取得突破,降低了對進口的依賴。例如,奈米晶科技有限公司擁有40至50人的研發團隊,專注於材料配方與包裝技術。
擴大中游製造規模
量子點薄膜生產線的投資門檻已降低(年產能200萬平方公尺約需投資1,000萬元),刺激了產能擴張。 TCL和京東方等公司正透過自建生產線或合作,加強供應鏈管理。
下游應用的多樣化
除了顯示領域,量子點薄膜的應用範圍正在擴展到照明、生物醫學和汽車隔熱等其他領域。例如,將其應用於建築玻璃時,可以同時實現節能和美觀的雙重功能。
5. 成本降低與競爭格局:活化市場潛力
顯著的規模經濟效益
隨著技術的成熟和產量比率的提高,量子點薄膜的生產成本逐年下降,預計在未來 3 到 5 年內,其價格將接近傳統增亮薄膜的價格,從而加速其在中端市場的普及。
市場競爭加劇
專利壁壘與開放的共存
像奈米晶體技術這樣的公司正在透過組件專利建立技術優勢,同時推動業界標準的開放,促進產業鏈中的合作。
量子點薄膜市場的快速成長得益於技術、需求、政策和產業鏈的協同效應。隨著QLED技術的成熟、成本的持續降低以及軟性顯示器和量子點太陽能電池等新興應用的出現,量子點薄膜有望從顯示器領域擴展到更廣泛的高科技領域,並成為下一代材料行業的標竿。企業應持續關注技術創新、政策趨勢和市場需求的變化,以增強自身的競爭優勢。
本報告旨在依地區/國家、類型和應用對全球下一代顯示器量子點薄膜市場進行全面分析,重點關注總銷售量、收入、價格、市場佔有率和主要企業的排名。
本報告以銷售量(平方公尺)和收入(百萬美元)為單位,對用於顯示器的量子點薄膜的市場規模、估計值和預測進行了闡述,基準年為2024年,並涵蓋了2020年至2031年的歷史數據和預測數據。定量和定性分析將幫助讀者制定業務和成長策略,評估市場競爭,分析自身在當前市場中的地位,並就用於顯示器的量子點薄膜做出明智的商業決策。
市場區隔
公司
依類型分類的區隔市場
應用領域
依地區
The global market for Quantum Dot Film for New Display was estimated to be worth US$ 108 million in 2024 and is forecast to a readjusted size of US$ 158 million by 2031 with a CAGR of 4.5% during the forecast period 2025-2031.
This report provides a comprehensive assessment of recent tariff adjustments and international strategic countermeasures on Quantum Dot Film for New Display cross-border industrial footprints, capital allocation patterns, regional economic interdependencies, and supply chain reconfigurations.
Quantum dot film is a wide color gamut special optical film made of quantum dots, barrier resins and optical grade water and oxygen barrier films as the main raw materials, combined with high-precision coating technology. The basic principle of quantum dot film is that the blue light LED in the backlight module emits blue light. When the blue light passes through the quantum dot film, part of the blue light is converted into green and red light by the quantum dots. The unconverted blue light and the green and red light emitted by the quantum dots together form white light, which becomes the light source of the liquid crystal display. Its spectrum has a very narrow half-peak width in red, green and blue. The half-peak width of the three colors of R, G and B emitted after the filter is also very narrow, and the single-color purity of the display is very high. Therefore, the quantum dot film can increase the color gamut of the liquid crystal display from the current 75% NTSC to a maximum of 130% NTSC.
The market drivers of quantum dot films for new displays include:
1. Technical performance breakthroughs: laying the foundation for the core driving force of the market
Revolutionary improvement in color performance
Quantum dot films efficiently convert blue light into red and green light through the photoelectric effect, achieving a color gamut coverage of 110% NTSC (far exceeding the 72% NTSC of traditional LEDs), and a color purity improvement of 58.3%, which can accurately restore all colors that the human eye can perceive. Its color persistence reaches 60,000 hours, which is significantly better than the life performance of OLEDs.
Energy efficiency and cost dual optimization
The backlight utilization rate of quantum dot films is 30% higher than that of traditional LEDs, and power consumption is reduced by 20%-30% at the same brightness, which is in line with the global low-carbon trend. With the mass production of all-solid-state perovskite quantum dot production lines by companies such as zinc core titanium crystal, material costs are expected to further decline, promoting the penetration of technology from the high-end market to the mid-end market.
Diversification of technical routes
Photoluminescence (QD-LCD): It has been commercialized, and the picture quality of TVs and monitors has been significantly improved by combining quantum dot films with liquid crystal panels.
Electroluminescence (QLED): It is in the research and development stage and has the potential for self-luminescence and flexible display. It can be applied to wearable devices, car displays and other fields in the future.
2. Consumer electronics upgrade: driving the explosion of high-end display demand
The iteration of display equipment is accelerating
The high-end trend of 4K/8K TVs, high refresh rate displays, Mini LED backlight products, etc., puts higher requirements on color gamut and contrast. Quantum dot film has become a key configuration for manufacturers to improve product competitiveness. For example, TCL X series TVs exclusively use nanocrystal technology quantum dot film to achieve a double breakthrough in color and energy efficiency.
Penetration of emerging scenarios
Small size field: Due to low price sensitivity of mobile phones, tablets and other devices, the penetration rate of quantum dot film is expected to reach more than 50% within 5 years.
In-vehicle display: With the development of smart cockpits, the application of quantum dot film in car central control screens has gradually landed to meet the needs of high brightness and wide temperature range.
Photovoltaic market synergy effect
Quantum dot film can optimize the spectral utilization rate in solar cells and improve the photoelectric conversion efficiency. The expansion of the photovoltaic market indirectly drives the demand for materials.
3. Policies and standards: escort the healthy development of the industry
Top-level design support
The country has included quantum dot membranes in policy documents such as the "Guidelines for Industrial Structure Adjustment", and has accelerated the transformation of technological achievements through measures such as scientific research funding, tax incentives, and industry-university-research cooperation. For example, the flexible quantum membrane developed by Suzhou Institute of Nanotechnology has achieved a breakthrough in localization.
Improved standardization system
International: IEC 62805, ASTM F3287-18 and other standards regulate production processes and quality control.
Domestic: T/CAS 386-2019 group standard emphasizes production cleanliness and process stability to ensure product consistency.
Promoted by environmental protection policies
Quantum dot membranes are in line with the "dual carbon" goals, and the government guides the industry to transform towards a low-carbon direction through green procurement and carbon trading mechanisms.
4. Industrial chain collaboration: building ecological competitive advantages
Localization of upstream materials
Domestic companies have made breakthroughs in core technologies such as quantum dot materials and high-barrier membranes to reduce dependence on imports. For example, Nanocrystal Technology has a research and development team of 40 to 50 people, focusing on material formulation and packaging technology.
Midstream manufacturing scale
The investment threshold of quantum dot film production line has been lowered (annual production line of 2 million square meters has an investment of about 10 million yuan), which promotes capacity expansion. TCL, BOE and other companies have deployed production lines through self-construction or cooperation to enhance the control of the supply chain.
Downstream application diversification
In addition to the display field, quantum dot film has expanded to lighting, biomedicine, automotive insulation and other fields. For example, the application of quantum dot film in architectural glass can achieve the dual functions of energy saving and aesthetics.
5. Cost reduction and competitive landscape: Activating market potential
The scale effect is evident
With the maturity of technology and the improvement of yield, the production cost of quantum dot film has decreased year by year. It is expected that in the next 3-5 years, its price will be close to that of traditional brightness enhancement film, accelerating its popularization in the mid-end market.
Market competition intensifies
Patent barriers and openness go hand in hand
Companies such as Nanocrystal Technology build technical moats through component patents, while promoting the opening of industry standards and promoting industrial chain cooperation.
The rapid growth of the quantum dot film market is the result of the synergistic resonance of technology, demand, policy and industrial chain. In the future, as QLED technology matures, costs continue to fall, and new applications such as flexible displays and quantum dot photovoltaics emerge, quantum dot films are expected to penetrate from the display field to a wider range of high-tech scenarios and become a benchmark for the new generation of material industry. Enterprises need to continue to pay attention to technology iterations, policy trends and market demand changes to consolidate their competitive advantages.
This report aims to provide a comprehensive presentation of the global market for Quantum Dot Film for New Display, focusing on the total sales volume, sales revenue, price, key companies market share and ranking, together with an analysis of Quantum Dot Film for New Display by region & country, by Type, and by Application.
The Quantum Dot Film for New Display market size, estimations, and forecasts are provided in terms of sales volume (Sqm) and sales revenue ($ millions), considering 2024 as the base year, with history and forecast data for the period from 2020 to 2031. With both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Quantum Dot Film for New Display.
Market Segmentation
By Company
Segment by Type
Segment by Application
By Region
Chapter Outline
Chapter 1: Introduces the report scope of the report, global total market size (value, volume and price). This chapter also provides the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry.
Chapter 2: Detailed analysis of Quantum Dot Film for New Display manufacturers competitive landscape, price, sales and revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 3: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 4: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 5: Sales, revenue of Quantum Dot Film for New Display in regional level. It provides a quantitative analysis of the market size and development potential of each region and introduces the market development, future development prospects, market space, and market size of each country in the world.
Chapter 6: Sales, revenue of Quantum Dot Film for New Display in country level. It provides sigmate data by Type, and by Application for each country/region.
Chapter 7: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 8: Analysis of industrial chain, including the upstream and downstream of the industry.
Chapter 9: Conclusion.