LCD and OLED Markets Technology, Directions, and Market Analysis

  • ID: 2691690
  • Report
  • 208 Pages
  • The Information Network
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  • AUO
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Global shipments of large-size LCD panels (7 inches and greater) will continue to contract in 2017, registering an annual decline of 2.4% to around 725 million units. The fast-growing, large-size TV category is poised for even faster growth with waves of Gen 10.5 capacity coming on-line in the next several years from multiple suppliers. At 2,940 mm x 3,370 mm, Gen 10.5 is the largest LCD glass substrate available, efficiently enabling the manufacture of 65- and 75-inch TV panels. These large sizes will drive higher performance in resolution, color, contrast, brightness, viewing angle and other performance metrics.

In recent years, LG Display has produced TV-sized OLED panels for its TVs, and most of the company’s 2016 revenue came from TFT-LCD panels as only 10 percent of the thereof came from OLED units. However, by 2020, the company expects the profit ratio between the two to be equal. LG isn’t the only manufacturer producing OLED TVs, as companies such as Philips, Sony, Panasonic, the Turkey-based Vestel, China-based Skyworth, Konka, and Changhong all launched OLED TV products in the past. Hence global TV OLED panel shipments have increased from 160,000 units in 2014 to 900,000 in 2016 with the trend expected to continue well into 2017. As for smartphone OLED panels, Samsung continues to be the dominant supplier in the small and medium OLED panel market, but other players like Chinese company BOE Technology, Shanghai-based EverDisplay Optronics, Kunshan Govisionox Optoelectronics, Tianma Micro-electronics, and Truly Opto-Electronics are all expected to ramp up their OLED production in the coming years.

In 2018, the adoption of OLED panels in smartphones will surpass that of TFT-LCDs for the first time ever. By next year, 58 percent of smartphone display shipments will be OLED.

OLED smartphone panel production has been on the rise for the past few years. In 2014, OLED displays amounted to only 27 percent of screens used in handsets, while the remaining panels were traditional LCDs. Fast forward to 2017, and OLED smartphone displays are expected to exceed 40 percent market share thanks to Apple which plans to use the technology in its future 2017 iPhone products. Earlier this month it was reported Apple placed an order for 70 million curved OLED displays to be used in the iPhone 8, all of which will be manufactured by Samsung Display. Google has also taken an interest in curved OLED panels and according to industry sources is currently in talks with LG Display for a partnership that could bring curved OLED displays to its next-generation Pixel smartphone. Other Chinese smartphone makers including Vivo, OPPO, Lenovo and Huawei are expected to incorporate OLED technology into their future flagship smartphones. Seeing demand is on the rise, LG Display has recently taken the decision to expand OLED panel production for smartphones and tablets.

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Chapter 1 Introduction
Chapter 2 Executive Summary
2.1 Introduction
2.2 Market Opportunities
Chapter 3 Profiles of LCD Companies
3.1 Equipment Manufacturers
3.2 Material Manufacturers
3.3 LCD Manufacturers
3.4 Mainland China Manufacturers
Chapter 4 Profiles of OLED Companies
4.1 Equipment Manufacturers
4.2 Material Manufacturers
4.3 OLED Manufacturers
Chapter 5 OLED Equipment Requirements And Trends
5.1 Introduction
5.2 Evaporation
5.3 Encapsulation
5.3.1 Chemical Vapor Deposition Technology
5.3.2 Atomic Layer Deposition Technology
5.3.3 Ink Jet
5.3.4 Other Encapsulation Methods
Chapter 6 LCD Equipment Requirements And Trends
6.1 Introduction
6.2 Microlithography
6.2.1 Proximity Printing
6.2.2 Scanning Projection
6.2.3 Step-and-Repeat
Image Field Stitching
6.3 Deposition
6.3.1 CVD
6.3.2 Sputtering
6.4 Rapid Thermal Processing
6.5 Etch/Strip/Clean
6.5.1 Etching
Plasma Etching
Wet Chemical Etching
6.5.2 Photoresist Stripping
6.5.3 Cleaning
6.6 Inspection Systems
6.7 Test Systems
6.7.1 Technology Capabilities
Voltage/Capacitance Imaging
Ohmic/Continuity Test
Charge Sensing
Forward Admittance Sensing
E-Beam Test
6.7.2 Yield Improvements
6.8 Repair
Chapter 7 OLED Material Requirements and Trends
7.1 Introduction
7.2 Material Trends
7.3 Flexible Substrates
7.3.1 Film Polyimide
7.3.2 Solution Polyimide
Chapter 8 Material Requirements and Trends
8.1 Substrates
8.1.1 Material Types
8.1.2 Quality Issues
8.1.3 Trends
Larger Substrates
Thinner Substrates
Better Surface
Higher Temperature Capability
8.2 Liquid Crystals
8.2.1 Introduction
8.3 Alignment Layer
8.3.1 Material Properties
8.3.2 Material Trends
8.4 Color Filters
8.4.1 Materials
8.5 Polarizer Films
8.5.1 Material Properties and Trends
8.6 Backplanes
8.6.1 Amorphous Silicon
8.6.2 LTPS
8.6.3 IGZO
Chapter 9 Display Market Forecast
9.1 Getting To Market
9.2 Market Forecast Assumptions
9.3 LCD Market Forecast
9.4 OLED Display Market Forecast
Chapter 10 Equipment Market Forecast and Trends
10.1 Lithography
10.2 Plasma Etching and Stripping
10.3 Thin Film Deposition
10.4 Wet Etching and Cleaning
10.5 Photoresist Processing
10.6 Inspection/Repair
10.7 Total Equipment Market
Chapter 11 Materials Market Forecast and Trends
11.1 OLED Materials Market
11.2 LCD Materials Market
11.2.1 Drivers
11.2.2 LCD Glass Market
11.2.3 Gases Market
List of Figures
6.1 Schematic of Step-and-Repeat Aligner
6.2 Schematic of Hot-Wall LPCVD Reactors
6.3 Schematic of PECVD Techniques
6.4 Diagram of Magnetron Sputtering Source
6.5 Diagram of Rapid Thermal Processor
6.6 Process Flow for Cell/Module Inspection
8.1 Comparison of Color Filter Methods
9.1 Worldwide Large Panel Display Market Forecast
9.2 Worldwide LCD PC Monitor Market Forecast
9.3 Worldwide Large-Size TFT Shipments By Region
9.4 North American LCD TV Shipments
9.5 North American 4K TV Shipments
10-1 Worldwide TFT-LCD Equipment Market Growth
11.1 Cost Structure of a 17-inch LCD Monitor Panel
11.2 Worldwide Large Area LCD Glass Market Demand
11.3 Worldwide Large Area LCD Glass Market Share
11.4 Worldwide Large Area LCD Glass Market Share 5G and Above
11.5 Electronic Specialty Gases (ESGS) Market
11.6 Electronic Bulk Gases (EBGS) Market
11.7 Gases Used To Manufacture Displays
List of Tables
6.1 Investment for Large-size TFT-LCD Panel Plants
6.2 Causes of Defects in TFT LCD Manufacturing
7.1 Common Wafer Processing Chemicals
7.2 Advantages and Disadvantages of Various Cleaning Methods
8.1 Desired Nematic LC Material Characteristics
8.2 Characteristics of Aligning Materials
9.1 Worldwide LCD Display Market Forecast
9.2 Major LCD Panel Makers Market Share 2008-2015
9.3 Major LCD Panel Makers Capacity
9.4 OLED Capacity Expansion Plans
9.5 OLED Display Market Forecast by Applications
10.1 Worldwide TFT-LCD Stepper/Scanner Market Forecast
10.2 Worldwide Market Forecast of TFT-LCD Plasma Etching Systems
10.3 Forecast of Worldwide TFT-LCD Thin Film Deposition Equipment Market
10.4 Forecast of Worldwide TFT-LCD Wet Etching and Cleaning Equipment Market
10.5 Forecast of Worldwide TFT-LCD Photoresist Processing Equipment Market
10.6 Forecast of Worldwide TFT-LCD Inspection/Repair Equipment Market
10.7 Forecast of Worldwide TFT-LCD Equipment Market
10.8 Worldwide Equipment Market Shares
11.1 Market Forecast Of OLED Materials
11.2 Market Forecast Of OLED Substrates
11.3 TFT-LCD Material And Component Revenues

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