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한글목차
세계의 OLED 마이크로디스플레이 시장 규모는 2025년 11억 7,000만 달러, 2030년에는 123억 4,000만 달러에 이를 것으로 예측되며, 예측 기간 중(2025-2030년) CAGR 60.2%로 확대될 것으로 추정됩니다.
주요 하이라이트
OLED 마이크로디스플레이 시장은 지난 몇 년 동안 큰 성장을 이루고 있습니다. TCL은 CES 2023에서 최신 AR/VR 제품을 3개 발표했습니다. 여기에는 X2, TCL NXTWEAR V, TCL NXTWARE S 등의 제품이 포함됩니다.
명암비, 전력 소비, 크기, 색 공간의 이점을 바탕으로 NTE 용도는 OLED 마이크로디스플레이에 유리한 기회를 제공할 것으로 예상됩니다.
OLED 마이크로디스플레이의 가장 두드러진 특징 중 하나는 고해상도입니다. 높은 픽셀 밀도로 인해 이러한 디스플레이는 높은 수준의 디테일을 제공하며 VR 헤드셋, 증강현실(AR) 안경, 헤드 마운트 디스플레이 등의 용도에 적합합니다.
수증기와 산소에 대한 OLED층 보호는 OLED 마이크로디스플레이의 개발에 있어서 중요한 과제이며, 시장의 성장을 억제하는 역할을 하고 있습니다.
OLED 마이크로디스플레이 시장 동향
소비자용 전자기기 부문이 시장 점유율의 대부분을 차지
소비자용 전자기기 부문에서의 수요 증가와 기술 개발의 페이스가 빠르기 때문에 OEM는 독특한 제품을 지속적으로 시장에 투입할 필요에 강요되고 있습니다.
스마트폰 수요 증가도 조사 대상 시장 수요를 크게 견인하고 있습니다.
게다가 5G 스마트폰의 비율은 2023년까지 증가할 것으로 예상됩니다.
디스플레이 기술이 발전함에 따라 OLED 폴더블폰의 보급률이 확대됩니다. 스마트폰 보급율은 스펙 향상과 적당한 가격설정으로 각 브랜드가 새로운 플랙시블 접이식 단말기를 정기적으로 발매하는 것으로 높아진다고 생각됩니다.
소비자 기술 협회에 따르면 미국에서는 소비자 기술의 소매 수익이 2022-2024년까지 약간씩 증가하며, 2024년 말에는 5,000억 달러 이상에 달할 것으로 예측되었습니다.
아시아태평양은 시장의 대폭적인 성장이 기대
이 지역은 시장 조사에 대한 투자가 상당히 진행되고 있습니다.
게다가 한국, 중국, 일본 등의 국가는 소비자 전자기기의 제조와 기술 혁신의 거점이 되고 있습니다.
OLED 마이크로디스플레이는 카메라, AR 및 VR 안경/고글 부문, 엔터테인먼트, 산업용, 스포츠에 이르기까지 다양한 용도로 점점 채용되고 있습니다.
일본, 한국, 중국과 같은 나라들을 제외하면 인도나 대만과 같은 나라들의 전자기기 부문의 성장이 시장의 성장을 뒷받침하고 있습니다.
도시화의 진전과 디스플레이 스크린의 기술 진보는 아시아태평양에 있어서의 OLED 마이크로디스플레이의 거대한 가능성을 낳고 있습니다. 세계 은행에 의하면, 2022년에는 인도의 총 인구의 약 3분의 1이 도시에 살게 되었습니다. 이러한 인구 증가는 스마트 웨어러블이나 AR/VR 헤드셋과 같은 다른 선진적 기기에 대한 수요를 더욱 낳을 가능성이 있어, 다른 많은 기기도 조사한 시장의 성장을 한층 더 촉진할 가능성이 있습니다.
예를 들어 2023년 8월 Sony Semiconductor Solutions(SSS)는 보다 현실적인 공간 재현에 공헌하는 4K 해상도의 대형 고화질 1.3형 OLED 마이크로디스플레이 ECX344A를 수개월 이내에 발매할 예정입니다.
또한 OLED 기술의 끊임없는 혁신으로 전력 효율과 응답 속도가 향상되고 OLED 마이크로디스플레이가 다양한 지역에서 받아들여지고 있습니다. 2023년 11월, 중국의 패널 공급업체인 BOE Technology Group은 첨단 기술을 사용하여 OLED 스크린을 제조하기 위해 630억 위안(88억 4,000만 달러)의 생산시설을 건설할 것이라고 발표했습니다.
OLED 마이크로디스플레이 시장 개요
OLED 마이크로디스플레이 시장은 Winstar Display, Microoled SA(Photonis Technologies SAS), Yunnan Olightek Opto-electronic Technology, Emagin Corporation, Kopin Corporation 등의 대기업이 존재하며, 부문화되어 있습니다.
2024년 2월 Kopin Corporation은 Naval Air Warfare Center에서 새롭게 Small Business Innovation Research(SBIR) 계약을 획득했다고 발표했습니다.
2023년 8월 - Sony Semiconductor Solutions(SSS)는 ECX344A 4K 해상도 OLED 마이크로디스플레이 출시를 발표했습니다. 이 새로운 마이크로디스플레이는 가상현실(VR), 증강현실(AR) 및 기타 헤드 마운트 디스플레이(HMD) 용도로 설계되었습니다. SSS가 전자 필드 디스플레이(CEF) 디바이스의 개발로 축적한 소형화 프로세스와 독자적인 화소 구동 회로를 채용하고 있습니다. 이 신형 마이크로디스플레이는 고속 구동 회로에 의해 4K 해상도를 실현할 가능성이 있어, 매끄러운 화질과 높은 현장감을 얻을 수 있습니다.
Sony Semiconductor Solutions Corp.(Sony Corporation)
Sunlike Display Technology Corporation
제8장 투자 분석
제9장 향후의 동향
JHS
영문 목차
영문목차
The OLED Microdisplay Market size is estimated at USD 1.17 billion in 2025, and is expected to reach USD 12.34 billion by 2030, at a CAGR of 60.2% during the forecast period (2025-2030).
Key Highlights
The OLED microdisplay market has been witnessing significant growth over the years. This is primarily due to the advancement of technologies such as AR/VR and the expansion of end-user industries across various regions. For instance, the transition toward 5G accelerates the demand for advanced near-to-eye devices. Further, TCL announced three of the latest AR/VR products at CES 2023. It includes products such as RayNeo X2, TCL NXTWEAR V, and TCL NXTWARE S.
Due to contrast, power, size, and color-space advantages, NTE applications are anticipated to offer lucrative opportunities for OLED microdisplay. This relates to electronic viewfinders and personal viewers (PV). OLED microdisplay are finding widespread adoption in fields such as virtual reality (VR), augmented reality (AR), heads-up displays (HUDs), and wearable devices.
One of the most striking features of OLED microdisplay is its high resolution. With a high pixel density, these displays offer a high level of detail, making them suitable for applications like VR headsets, augmented reality (AR) glasses, and head-mounted displays. The high resolution of OLED microdisplay ensures that users are presented with sharp, clear images, allowing for a truly immersive visual.
The protection of OLED layers against water vapors and oxygen has been a significant challenge in developing OLED microdisplays, and it has played a role in restraining the market growth.
OLED Microdisplay Market Trends
Consumer Electronics Segment to Hold Major Market Share
The studied sector is predominantly driven by the increasing demand from the consumer electronics sector and fast-paced technological developments, which pressure OEMs to present unique products continuously in the market. Consumer electronics providers primarily rely on electronic manufacturers that deliver benefits such as cost savings, quality, decreased time-to-market, reduced time-to-volume, and flexibility to provide their products.
The increasing demand for smartphones is also significantly driving the demand for the market studied. According to Ericsson, smartphone mobile network subscriptions reached nearly 6.4 billion globally in 2022 and are forecasted to exceed 7.7 billion by 2028. China, India, and the United States have the highest smartphone mobile network subscriptions.
Additionally, the percentage of 5G smartphones is expected to increase by 2023.
The penetration rate of OLED folding mobile phones will grow as display technology develops. The smartphone penetration rate will increase as brands launch new flagship folding devices regularly, driven by improved specifications and more affordable pricing. A chance exists to breathe new life into a market where inflation has resulted in a downturn in consumer confidence and pushed the adoption of folding mobile phones.
According to the Consumer Technology Association, in the United States, consumer technology retail revenue is forecast to increase slightly between 2022 and 2024, reaching over USD 500 billion at the end of the period. Hardware is likely to account for most of the revenue, bringing in around USD 345 billion in 2024. The market is also witnessing several OLED microdisplay innovations and manufacturing capacity expansions to cater to consumers' complex and evolving requirements.
Asia Pacific Expected to Witness Significant Growth in the Market
The region is considerably investing in the market studied. Increasing adoption of applications in VR/AR and wearables and growing investments in consumer electronics across various countries further propelling demand for OLED microdisplay.
Additionally, countries such as South Korea, China, and Japan are hubs for consumer electronics manufacturing and innovation. These countries are home to significant technology companies that drive advancements in display technologies, including OLED microdisplay. For instance, in August 2023, KIA launched the VR showroom to showcase new vehicle models to customers.
OLED microdisplay are being increasingly adopted in various applications ranging from cameras, AR and VR glasses/goggles field, entertainment, industrial applications, and sports. The increasing demand for these products across most countries spurs the market's growth.
Apart from countries like Japan, South Korea, and China, the growth of the electronics sector across countries such as India and Taiwan is favoring the market's growth. The rising disposable income among the middle-class population across these countries also creates new opportunities for the market studied.
The increasing urbanization and technological advancements in display screens create massive potential for OLED microdisplay in Asia-Pacific. According to the World Bank, in 2022, around a third of the total population in India lived in cities. The trend indicates an increase in urbanization by more than 4% in the last decade. Such an increase in population may further create demand for smart wearables and other advanced instruments like AR/VR headsets, and many others may further propel the growth of the market studied. Further, due to the presence of major players across the region, the growing adoption of advanced technology, capital investments, and rapidly growing economies contribute to the growth of the market studied.
For instance, in August 2023, Sony Semiconductor Solutions Corp. (SSS) intended to release the ECX344A, a large-size, high-definition 1.3-type OLED Microdisplay with 4K resolution in the coming months, which would contribute to more realistic recreations of spaces. The new OLED Microdisplay mainly targets virtual reality (VR) and augmented reality (AR) head-mounted display applications. It delivers 4K resolution with a 1.3-type large-size display by employing miniaturization processes that SSS has achieved while developing camera electronic viewfinders (EVFs) and their pixel drive circuits.
The constant innovation in OLED technology, leading to improved power efficiency and response times, has also contributed to the growing acceptance of OLED microdisplay in various regional sectors. In November 2023, Chinese panel supplier BOE Technology Group announced to build a CNY 63 billion (USD 8.84 billion) production facility to make OLED screens using advanced technology. The factory, planned for Chengdu, will turn out organic light-emitting diode substrates using 8.6-generation technology.
OLED Microdisplay Market Overview
The OLED microdisplay market is fragmented with the presence of major players like Winstar Display Co. Ltd, Microoled SA (Photonis Technologies SAS), Yunnan Olightek Opto-electronic Technology Co. Ltd, Emagin Corporation, and Kopin Corporation. Players in the market are adopting strategies such as acquisitions and partnerships to enhance their product offerings and gain sustainable competitive advantage.
February 2024 - Kopin Corporation announced the award of a new Small Business Innovation Research (SBIR) contract from the Naval Air Warfare Center. Under the terms of the contract, Kopin would leverage over 30 years of expertise in US-based microdisplay development to deliver advanced microdisplay for lensless computational imaging.
August 2023 - Sony Semiconductor Solutions (SSS) announced the upcoming ECX344A 4K resolution OLED Microdisplay launch. This new microdisplay is designed for use in virtual reality (VR), augmented reality (AR), and other head-mounted display (HMD) applications. The ECX344A is a large-size OLED Microdisplay with a high-definition (HDR) resolution of 1.3* (1.3-type). It uses miniaturization processes developed by SSS to develop camera electronic field display (CEF) devices and its proprietary pixel drive circuits. This new microdisplay may deliver 4K resolution with high-speed driver circuits, allowing smooth image quality and a greater sense of reality. SSS's original pixel structure also allows wide color gamut (WCG) and high luminance (HV) performance.
Additional Benefits:
The market estimate (ME) sheet in Excel format
3 months of analyst support
TABLE OF CONTENTS
1 INTRODUCTION
1.1 Study Assumptions and Market Definition
1.2 Scope of the Study
2 RESEARCH METHODOLOGY
3 EXECUTIVE SUMMARY
4 MARKET DYNAMICS
4.1 Market Overview
4.2 Industry Value Chain Analysis
4.3 Industry Attractiveness - Porter's Five Forces Analysis
4.3.1 Bargaining Power of Suppliers
4.3.2 Bargaining Power of Buyers
4.3.3 Threat of New Entrants
4.3.4 Threat of Substitute Products
4.3.5 Degree of Competition
4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market
5 MARKET DYNAMICS
5.1 Market Drivers
5.1.1 Increasing Number of Near-to-eye (NTE) Applications
5.1.2 High Resolution, Excellent Picture Quality, and Low Power Consumption
5.2 Market Challenges
5.2.1 Protection of OLED Layers Against Oxygen and Water Vapor
5.2.2 Luminance and Lifetime Specifically Under High-temperature Conditions
