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1630303

薄膜封裝 -市場佔有率分析、產業趨勢/統計、成長預測 (2025-2030)

Thin Film Encapsulation - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

薄膜封裝市場預計在預測期內複合年成長率為14.8%

薄膜封裝-市場-IMG1

主要亮點

  • 薄膜封裝 (TFE) 是基於由交替的有機層和無機層組成的多層薄膜。無機層通常是金屬氧化物並充當防潮層。儘管這些層實際上是不可滲透的屏障，但它們在機械上堅硬且易碎。此外，這些層天然存在針孔缺陷，從長遠來看，這些缺陷將允許水和氧氣通過。標準 TFE 結構中使用有機平坦化中間層，以提高多層膜的機械性能（軟性而不分層），並在一定程度上限制水通過針孔滲透。
  • TFE 能夠以 OLED 裝置中的薄膜阻擋層取代前玻璃層。當暴露於水和空氣等各種環境因素時，OLED 材料極易劣化。 TFE 的成功有望實現軟性 OLED 並透過取代玻璃作為基板材料來降低成本，從而實現更輕、更薄的顯示器。
  • 多年來，技術創新、投資增加和智慧財產權保護對TFE市場產生了重大影響。除了增強的靈活性和堅固性之外，裝置的薄度、成本的降低和重量的減輕也是 TFE 技術的主要優勢。原子層沉積（ALD）和噴墨印刷等新興技術預計將在估計期間對市場產生影響。原料許可價格、設備成本和多個製程的最佳化正在進一步推動市場。
  • 隨著穿戴式裝置的興起，軟性主動式矩陣OLED 已成為未來的顯示技術。由於其固有的剛性，傳統的封裝方法不適合保護軟元件，而薄膜封裝（TFE）被認為是最有前途的技術。此外，近年來，許多汽車公司與照明公司合作生產汽車OLED照明解決方案。 OLED照明解決方案可實現比傳統白熾燈更高的效率。它還提供了一個機會來揭示這個快速成長的領域中剛開始出現且很少令人驚訝的新領域，這可能會進一步推動薄膜封裝市場的發展。
  • 然而，軟玻璃等顯示技術的創新預計將對所研究市場的成長構成挑戰。例如，隨著新型高產量比率量產設備以及新材料和製造技術的出現，OLED技術將實現新型軟性產品的下一次飛躍，並擺脫玻璃基板的束縛。
  • COVID-19 大流行擾亂了供應鏈，影響了最終用戶產業的購買決策和消費行為。此外，疫情也導致製造業的生產和其他業務停止。全球薄膜封裝市場受到 COVID-19 的負面影響。封鎖措施減少了對電子設備的需求，影響了全球半導體產業。隨著全球需求持續下降、汽車出口持續下降，半導體製造設備需求放緩。

薄膜封裝市場趨勢

軟性OLED顯示領域佔據主要市場佔有率

  • 軟有機發光二極體（OLED）預計將在不久的將來成為買家和業界最先進的顯示技術。薄膜封裝（TFE）技術是防止水和氧氣進入軟性OLED裝置最必要的技術。由於聚合物基板無法提供與玻璃相同的阻隔性能，因此我們在裝置層的底部和頂部均開發了 TFE，以實現良好的使用壽命。
  • 由於其卓越的顯示質量，如完美的視訊功能、鮮豔的全彩色彩和輕薄的外形規格，AMOLED（主動矩陣有機發光二極體）已發展為OLED電視、行動裝置、智慧型手錶，並將成為流行的消費者我們準備在不久的將來進入消費市場。軟性基板上的 AMOLED 因其堅固性和多功能性而被認為是終極顯示器。實現軟 AMOLED 存在幾個障礙，尤其是塑膠基板上的 AMOLED。其中，TFE是最困難的任務。這是因為OLED需要電子設備中最先進的濕氣和氧氣滲透防護。
  • 對具有創新功能的智慧型手機和穿戴式裝置的需求不斷成長，預計將在軟性顯示器市場的成長中發揮重要作用。例如，愛立信預計，2021年智慧型手機用戶數將達63億。
  • 鑑於折疊式智慧型手機最近的成功，多家供應商正在加強研發力度，以進一步開發這項技術。例如，2021年12月，LG Display宣布將在CES 2022上展示其軟性OLED技術如何創造新的、不同的生活方式。該公司還發布了兩款使用 OLED 顯示器的新產品。
  • 此外，OLED技術正在不斷滿足客戶和市場的需求。成功的軟性 OLED 應用需要 TFE 技術的進一步進步。多種阻隔結構都是可能的，每種技術都具有獨特的材料、加工和阻隔性能。這種方法的主要優點是ALD/MLD層具有更令人滿意的膜質量，從而以更少的層數實現更低的WVTR（水蒸氣透過率）。然而，MLD/ALD 製程存在吞吐量低且可擴展性低的問題。
  • 因此，更了解聚合物/無機多層的協同效應可能會提高簡單結構的阻隔性能。然而，使 TFE實用化大面積/軟 OLED 應用仍有問題。因此，新型ALD和MLD系統被認為為TFE在OLED產業提供重要的突破和機會。

預計亞太地區成長率最高

  • 預計亞太地區將佔據薄膜封裝市場的主要佔有率。該區域市場的成長主要與中國電子及半導體產業的發展有關。韓國、中國和台灣電子製造地的強大存在導致對薄膜封裝技術的需求增加。
  • 此外，在一個對所有行業都對外國直接投資採取限制性監管措施的地區，與所有合併行業的全國平均水平相比，電子製造業對外國直接投資的開放程度更高。特別是，最近的政府措施支持了該地區建立充滿活力的電子產業，預計將為薄膜封裝產業創造有利的市場環境。例如，2021年，印度政府啟動了7,600億印度盧比的PLI計劃，以提振該國的半導體和顯示器製造業。
  • 中國和印度等新興經濟體的工業化程度不斷提高，終端用戶產業數量不斷增加，提供了各種尚未開發的機會。此外，由於太陽能板製造和安裝的增加，中國、印尼、韓國、日本和台灣正在推動薄膜封裝市場的成長。據IEA稱，中國目前生產和供應了全球約80%的光伏(PV)面板。
  • 此外，汽車產業對電子元件和顯示面板的需求不斷成長，預計將推動該地區對半導體和顯示裝置的需求，直接影響精確研究的市場。

薄膜封裝產業概況

薄膜封裝市場競爭適度，由幾家主要公司組成。從市場佔有率來看，目前少數大公司佔據市場主導地位。最終用戶的需求是由安全和監管需求驅動的，進入市場的公司正在利用戰略協作計劃並開發專門的解決方案來增加我們提供的市場佔有率和盈利。此外，在該市場營運的公司正在併購新興企業，以增強其產品能力，從而豐富其與薄膜封裝技術相關的市場組合。市場上著名的供應商包括三星 SDI、LG Chem、應用材料公司和 3M。

  • 2022 年 9 月 - LG Display 開發出矽基 OLED 和高效能濾色片結構。顯示器的薄膜封裝材料厚度為 2.5微米，足以防止漏光並防止不同顏色的光混合。在開發該產品時，該公司使用了彩色濾光片材料和100°C的成型製程來保護OLED材料。
  • 2022 年 8 月 - LG 電子 (LG) 推出 LG OLED Flex（型號 LX3），這是一款創新的可彎曲 42 吋 OLED 螢幕，適用於身臨其境型主機、電視直播、PC 和雲端遊戲以及內容串流服務。 LX3 的顯示器範圍從平面到曲面 (900R)，讓使用者可以從 20 級曲率中選擇理想的弧度，以獲得個人化的觀看體驗。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

  • 市場概況
  • 產業吸引力－波特五力分析
    • 新進入者的威脅
    • 買方議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭公司之間敵對關係的強度
  • COVID-19 市場影響評估

第5章市場動態

  • 市場促進因素
    • 對微電子和消費性電子產品的需求不斷成長
    • 智慧型手機和智慧型穿戴裝置擴大採用軟性 OLED 顯示器
  • 市場限制因素
    • 高額研發經費投入，開發升級產品
    • 軟玻璃成長放緩

第6章 市場細分

  • 依技術
    • 等離子體增強化學氣相沉積 (PECVD)
    • 原子層沉積 (ALD)
    • 噴墨印刷
    • 真空沉澱（VTE）
    • 其他
  • 按用途
    • 軟性OLED顯示螢幕
    • 薄膜太陽能電池
    • 軟OLED照明
    • 其他
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 其他

第7章 競爭格局

  • 公司簡介
    • Samsung SDI
    • LG Chem
    • Universal Display Corp.（UDC）
    • Applied Materials Inc.
    • Veeco Instruments Inc.
    • 3M
    • Toray Industries Inc.
    • Kateeva
    • BASF（Rolic）AG
    • Meyer Burger Technology Limited
    • AMS Technologies
    • Bystronic Glass
    • Aixtron SE
    • Angstrom Engineering Inc.
    • Lotus Applied Technology
    • Beneq Inc.

第8章投資分析

第9章 市場未來展望

簡介目錄
Product Code: 67197

The Thin Film Encapsulation Market is expected to register a CAGR of 14.8% during the forecast period.

Thin Film Encapsulation - Market - IMG1

Key Highlights

  • Thin-film Encapsulation (TFE) is based on a multilayer film composed of alternate organic and inorganic layers. The inorganic layers are typically metal oxides and serve as moisture barriers. These layers are almost impenetrably substantial barriers but are mechanically rigid and brittle. Furthermore, these layers would naturally have pinhole defects, allowing water and oxygen in the long run. Organic planarization interlayers are used in standard TFE structures to improve the mechanical properties of the multilayer (flexibility without delamination) and limit water permeation through the pinholes to some extent.
  • TFE has the strength to replace the front glass layer with a thin-film barrier present in an OLED device. OLED material is very susceptible to degeneration when exposed to different environmental factors such as water and air. Successful TFE commits to enabling flexible OLED and decreasing cost by replacing glass as the substrate material ending in a lighter and thinner display.
  • Technological innovations, growing investments, and IP protections have significantly affected the TFE market over the ages. In combination with enhanced flexibility and robustness, decreased device thickness, cheap cost, and weight are the significant benefits of TFE technology. The latest technologies, such as atomic layer deposition (ALD) and inkjet printing, are anticipated to impact the market during the estimated period. The price of the raw material license, cost of equipment, and optimization in several processes have further driven the market.
  • With the rise of wearable devices, flexible active-matrix OLEDs have emerged as the future display technology. Because of their inherent rigidity, conventional encapsulation methods are unsuitable for protecting flexible devices, and Thin Film Encapsulation (TFE) has been regarded as the most promising technology. Furthermore, in recent years, many automotive companies have colluded with lighting companies to produce car OLED lighting solutions. OLED lighting solutions can give better efficiency than traditional incandescent lighting; they also provide opportunities to put a light in new and seldom startling places that are only beginning to surface in the quickly growing field, which could further boost the Thin Film Encapsulation market.
  • However, technical innovations in display technologies, such as flexible glass, are expected to challenge the growth of the studied market. For instance, with new high-yield mass-production equipment and the advent of new materials and fabrication technologies, OLED technology would enable the next leap in new flexible products, providing freedom from glass substrates.
  • The COVID-19 pandemic disrupted supply chains and influenced the purchasing decisions and the spending behavior of end-user industries. Furthermore, the pandemic also halted production and other operations in the manufacturing sector. The global thin film encapsulation market has had a negative impact on COVID-19. Lockdown measures reduced demand for electronic gadgets, which had a global impact on the semiconductor sector. The continued decline in worldwide demand and automobile export shipments negatively impacted the market, slowing the demand for semiconductor manufacturing equipment.

Thin Film Encapsulation Market Trends

Flexible OLED Display Segment to Hold Significant Market Share

  • The Flexible organic light-emitting diode (OLED) will be the most advanced display technology for buyers and industries in the near future. Thin-film encapsulation (TFE) technology is the utmost demanding necessity to prevent water and oxygen penetration into flexible OLED devices as a polymer substrate does not offer the identical barrier performance as glass, the TFE development on both the bottom and top side of the device layers for good lifetimes.
  • With excellent display quality, such as perfect video capability, vivid full color, and thin form factor, AMOLED (active-matrix organic light-emitting diode) is progressing into OLED TV (television), mobile devices, and smartwatches are poised to access consumer markets in the near future. AMOLED on flexible substrates would be considered the ultimate display because of its ruggedness and versatility. There are several hurdles to realizing flexible AMOLED, particularly on plastic substrates. Among these difficulties, TFE is the most demanding task because OLED demands the most significant degree of moisture and oxygen penetration protection in electronic gadgets.
  • The increasing demand for smartphones and wearable devices with innovative features is expected to play a crucial role in the growth of the flexible display market. For instance, according to Ericsson, smartphone subscription was expected to reach 6.3 billion in 2021.
  • Considering the recent success of foldable smartphones, several vendors are increasing their R&D efforts to develop the technology further. For instance, in December 2021, LG Display announced that, at CES2022, it would demonstrate how its flexible OLED technology creates new and different lifestyles. The company also announced the unveiling of two new products that would use OLED displays.
  • Furthermore, OLED technologies are persistently meeting the demands of customers and markets. The success of flexible OLED applications still needs further advancements in the technology of TFE. Numerous barrier architectures are possible, and each technology has distinctive materials, processing, and barrier characteristics. The principal benefit of this approach is that it can obtain low WVTR (water vapor transmission rate) with fewer layers because ALD/MLD layers have much more satisfying film integrity. Still, the disadvantage has been the low throughput and restraint in the scalability of the MLD/ALD process.
  • Therefore, more excellent knowledge of the synergistic effect of polymer/inorganic multilayers may lead to enhanced barrier performance from simplistic structures. However, there are still problems with making practically the TFE on extensive area/flexible OLED application. Hence, a novel ALD and MLD system will give a significant breakthrough and opportunity for TFE in the OLED industry.

Asia-Pacific Expected to Witness the Highest Growth Rate

  • Asia-Pacific is expected to hold a significant market share in the thin-film encapsulation market. The regional market's growth can be associated with the progression of the electronics and semiconductor industries, mainly in China. The deep-rooted electronics manufacturing bases in South Korea, China, and Taiwan led to an enhanced demand for thin film encapsulation technologies.
  • Moreover, in a region with restrictive regulatory policies on FDI across the industries, the electronics-manufacturing area is more open to FDI compared with the national averages for all the merged sectors. Government policies, especially in recent years, have supported establishing the dynamic electronics industry in the area, which is expected to create a favorable market scenario for the thin film encapsulation industry. For instance, in 2021, the Indian government launched an INR 76,000 crore PLI scheme to boost the country's semiconductor and display manufacturing industry.
  • The increase in industrialization and an addition in the number of end-user industries in developing economies, such as China and India, have offered various untapped opportunities. Moreover, China, Indonesia, South Korea, Japan, and Taiwan have led the thin-film encapsulation market growth due to growing solar panel manufacturing and installations. According to IEA, China currently manufactures and supplies about 80 percent of the world's solar photovoltaic (PV) panels.
  • Additionally, the growing demand for electronic components and display panels from the automotive industry is expected to boost the demand for semiconductors, and display units in the region, directly affecting the market studied accurately.

Thin Film Encapsulation Industry Overview

The Thin Film Encapsulation Market is moderately competitive and consists of several major players. Regarding market share, some of the major players currently dominate the market. The end-users demand is driven by safety and regulatory needs, and the companies operating in the market are leveraging strategic collaborative initiatives to offer specialized solutions to increase their market share and profitability. The companies operating in the market are also into mergers and acquisitions of start-ups that help improve the served market portfolio on Thin Film Encapsulation technology to strengthen their product capabilities. Some notable vendors in the market include Samsung SDI Co., Ltd., LG Chem, Applied Materials Inc., and 3M, among others.

  • September 2022 - LG Display developed an OLED on Silicon and a highly efficient color filter structure. The thin film encapsulant of the display is made 2.5 micrometers thick, enough for the light not to leak out, and prevents different colors of light from mixing. To develop the product, the company used color filter materials and processes to help it form at 100 Celsius to protect the OLED material.
  • August 2022 - LG Electronics (LG) introduced LG OLED Flex (model LX3), an innovative bendable 42-inch OLED screen for immersive consoles, live TV broadcasts, PC and cloud gaming, and content streaming services. The LX3's display can go from flat to curve (900R), allowing users to choose their ideal arc from twenty levels of curvature for a personalized viewing experience.

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 INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Threat of New Entrants
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Bargaining Power of Suppliers
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Assessment of Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increase in Demand for Microelectronics and Consumer Electronics Products
    • 5.1.2 Increased Adoption of Flexible OLED Displays for Smartphones and Smart Wearables
  • 5.2 Market Restraints
    • 5.2.1 High Capital Investment in R&D for Developing Upgraded Products
    • 5.2.2 Augmented Growth of Flexible Glass

6 MARKET SEGMENTATION

  • 6.1 By Technology
    • 6.1.1 Plasma-enhanced chemical vapor deposition (PECVD)
    • 6.1.2 Atomic layer deposition (ALD)
    • 6.1.3 Inkjet Printing
    • 6.1.4 Vacuum Thermal Evaporation (VTE)
    • 6.1.5 Other Technologies
  • 6.2 By Application
    • 6.2.1 Flexible OLED Display
    • 6.2.2 Thin-Film Photovoltaics
    • 6.2.3 Flexible OLED Lighting
    • 6.2.4 Other Applications
  • 6.3 By Geography
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia Pacific
    • 6.3.4 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Samsung SDI
    • 7.1.2 LG Chem
    • 7.1.3 Universal Display Corp. (UDC)
    • 7.1.4 Applied Materials Inc.
    • 7.1.5 Veeco Instruments Inc.
    • 7.1.6 3M
    • 7.1.7 Toray Industries Inc.
    • 7.1.8 Kateeva
    • 7.1.9 BASF (Rolic) AG
    • 7.1.10 Meyer Burger Technology Limited
    • 7.1.11 AMS Technologies
    • 7.1.12 Bystronic Glass
    • 7.1.13 Aixtron SE
    • 7.1.14 Angstrom Engineering Inc.
    • 7.1.15 Lotus Applied Technology
    • 7.1.16 Beneq Inc.

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET