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照明與LED 印刷電子產品

市場調查報告書

商品編碼

1736627

全球 OLED 市場：市場規模（按技術、面板類型、應用和地區分類）、未來預測

Global OLED Market Size By Technology (AMOLED, PMOLED), Panel Type (Rigid, Flexible), Application (Smartphone & Tablet, Smartwatches & Wearables, Television & Digital Signage Systems, PC Monitors & Laptops), By Geographic Scope And Forecast

出版日期: 2025年05月05日 | 出版商:

Verified Market Research | 英文 202 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

OLED市場規模及預測

2024 年 OLED 市場規模價值 419.8 億美元，預計到 2032 年將達到 1,189.1 億美元，預測期內（2026-2032 年）的複合年成長率為 13.90%。

有機發光二極體發光二極體(OLED) 是一種利用有機化合物在通電時發光的顯示設備。與傳統顯示器不同，OLED 無需背光，因此螢幕更薄、更靈活、更節能。 OLED 顯示器具有高對比度、深黑色和快速刷新率，非常適合智慧型手機、電視和穿戴式裝置。

OLED面板由多層結構構成，包括產生光的發光層和傳導電子的導電層。這種結構能夠提供色彩鮮豔、視角寬廣的出色畫質。

OLED技術因其多功能性和產生均勻照明的能力，在照明和汽車應用領域也越來越受歡迎，同時其節能性能和適應性正在推動其在各個行業的廣泛應用。

全球OLED市場動態

影響全球OLED市場的關鍵市場動態是：

關鍵市場促進因素

智慧型手機對 OLED 顯示器的需求不斷成長。 OLED 顯示器在智慧型手機產業的快速普及是 OLED 市場發展的關鍵驅動力。根據 Display Supply Chain Consultants (DSCC) 的報告，OLED 智慧型手機面板出貨量將在 2021 年達到 5.77 億片，較 2020 年年增與前一年同期比較%。該報告進一步預測，到 2023 年，OLED 面板將佔所有智慧型手機顯示器的 50% 以上。 OLED 卓越的畫質、節能效率以及支援折疊式智慧型手機等創新外形規格的能力推動了這項需求的激增。隨著智慧型手機製造商持續優先考慮 OLED 技術，我們預計 OLED 市場將顯著成長。

OLED電視普及率不斷提升：電視市場正成為OLED市場的主要成長要素。 2021年全球OLED電視出貨量將達650萬台，與前一年同期比較去年同期成長80%。該公司預測，到2026年，OLED電視出貨量將超過1,100萬台。這一快速成長的動力源於價格下降、生產效率提高以及消費者對OLED卓越畫質的偏好。隨著越來越多的電視製造商進入OLED市場並擴大生產規模，預計該領域將為整個OLED市場的擴張做出重大貢獻。

汽車應用需求不斷成長：OLED 技術在汽車產業內外照明應用的應用日益廣泛，推動了 OLED 市場的成長。 2020 年全球汽車 OLED 市場規模為 6.035 億美元，預計到 2030 年將達到 81.3 億美元，2021 年至 2030 年的複合年成長率為 29.9%。這一成長主要源於先進顯示技術在汽車（尤其是電動車和自動駕駛汽車）中的日益融合。 OLED 的靈活性、能源效率以及高對比度顯示能力使其成為儀錶板顯示器、資訊娛樂系統和環境照明的理想選擇，為整個 OLED 市場的成長做出了重大貢獻。

主要挑戰

高製造成本和定價壓力：OLED 產業面臨巨大挑戰，高製造成本影響定價和市場普及。 2021 年 55 吋 OLED 電視面板的平均製造成本約為同類 LCD 面板的 2.5 倍。這種成本差異迫使製造商提高生產效率並降低價格，以有效競爭。

壽命有限和燒屏問題：OLED 顯示器在壽命和燒屏方面持續面臨挑戰。《資訊顯示雜誌》發表的一項研究報告稱，OLED 顯示器通常在使用約 14,000 小時後亮度會下降到初始亮度的 50%。如此短的壽命，加上殘影和燒屏的可能性，阻礙了部分消費者和產業採用 OLED 技術。

供應鏈約束和材料短缺：OLED 市場正受到供應鏈中斷和材料短缺的困擾。顯示器供應鏈諮詢公司 (DSCC) 的一份報告發現，全球顯示器驅動 IC 短缺導致 2021 年第二季 OLED 智慧型手機面板產量較初步預測下降 10%。這些供應鏈問題導致生產延遲和成本上升，對產業有效滿足不斷成長的需求構成挑戰。

主要趨勢：

製造成本上升和定價壓力：OLED 產業面臨巨大挑戰，製造成本上升影響了定價和市場普及。 2021 年 55 吋 OLED 電視面板的平均製造成本約為同類 LCD 面板的 2.5 倍。這種成本差異迫使製造商提高生產效率並降低價格，以保持有效競爭。

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:

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.

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