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智慧型手機顯示面板：全球市場佔有率分析、行業趨勢和統計、成長預測（2025-2030 年）

Global Smartphone Display Panel - 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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※ 本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

預測期內，全球智慧型手機顯示面板市場預計將以略低於 5.37% 的複合年成長率成長。

全球智慧型手機顯示面板市場-IMG1

主要亮點

  • UHD 內容的可用性、對 4K 和 8K 顯示器的需求不斷增加、智慧型手機中 OLED 顯示器的使用不斷增加、對軟性顯示器面板的需求不斷增加以及對建設新的 OLED 和 LCD 面板製造設施的投資不斷增加。
  • 在家工作和線上教育等趨勢正在增加對智慧型手機和其他設備的需求。根據愛立信的《行動資料流程量》 ，到 2021年終，每部智慧型手機的資料使用量預計將達到 11.4GB。報告稱，目前影片流量佔所有行動資料流量的69%，預計2027年將上升到79%。除了線上觀看之外，手機遊戲也推動了智慧型手機的使用，從而推動了需求。這對智慧型手機顯示面板的銷量產生了直接影響。
  • 在家工作的常態越來越被接受；區域金融機構正在加緊設計財政政策，以在新冠疫情期間提振顯示器市場；越南、韓國、墨西哥、將製造工廠轉移到受影響較小的國家等因素其他東南亞國家等地區正在推動新冠疫情後顯示面板市場的成長。
  • 為了避免過度依賴中國原料，約200家美國公司正致力於將製造地從中國轉移到印度和其他亞洲國家。例如，蘋果公司正考慮將部分製造工廠從中國遷至印度，以確保生產的連續性。台灣公司緯創不僅關注印度，也將目光瞄準越南和墨西哥。繼在印尼設立新工廠後，另一家 iPhone組裝Pegtron 也透露了其計劃於 2021 年開始在越南生產 iPhone 的野心。透過使供應鏈更具彈性，該技術可以提高性能並最大限度地降低供應鏈風險。
  • 折疊式螢幕等其他智慧型手機也正在成為一種趨勢。 2021 年 8 月推出後僅兩個月，Galaxy Z Fold3 和 Flip3 全球銷售就已超過 200 萬台。中國智慧型手機製造商 OPPO 於 2021 年 12 月推出了首款折疊式旗艦智慧型手機 OPPO Find N，獲得了許多好評。預計未來幾年全球智慧型手機製造商將推出更多旗艦折疊式智慧型手機。此外，三星顯示器預計折疊式技術的推出將對智慧型手機業務產生重大影響，2021 年至 2027 年間，全球折疊式行動電話市場預計將以 21.3% 的速度成長。

智慧型手機顯示面板市場趨勢

AMOLED LTPO軟性引領市場

  • LTPO 代表低溫多晶氧化物。 LTPO 是一種 AMOLED 背板技術，它能夠透過最佳螢幕技術實現動態刷新顯示器的新功能。這使得企業可以使用高刷新率螢幕而不犧牲電池壽命。然而，這種面板價格昂貴。
  • LTPO面板最大的優點就是其更新率的可變性。高更新率雖然對於遊戲等活動很有用，但會影響電池壽命。持續的高更新率會很快耗盡行動電話的電池。這就是為什麼現代智慧型手機上的 LTPO 面板需要具有可變更新率的原因。例如，OnePlus 9 Pro 支援 120Hz。 6.7 吋 AMOLED 面板的刷新率範圍為 1Hz 至 120Hz。在玩遊戲等主動任務時，它以 120Hz 運行，但在觀看影片時切換到 24Hz。當使用者查看照片或閱讀文字時，顯示器的更新率會降低至 1Hz。其結果是延長了電池壽命。
  • LTPO 技術現在已成為旗艦機型的標準配備。首批採用此技術的智慧型手機包括 OnePlus 9 Pro 和三星 Galaxy S21 Ultra。即使到 2022 年，LTPO AMOLED 面板也可能出現在高階智慧型手機市場。但與任何新技術一樣，隨著時間的推移，它可能會進入其他市場。不過，LTPO 並不限於智慧型手機。它也包含在 Apple Watch Series 5 及更高版本中。
  • 維信諾已完成LTPO研發計劃，準備於2021年終開始生產LTPO OLED面板。然而，2022 年 2 月，該公司推出了其首款 LTPO AMOLED 顯示螢幕，提供 1Hz 至 120Hz 的動態刷新率。維信諾表示，首批採用這種突破性顯示器的行動電話很快就會上市。維信諾合肥第6代軟性AMOLED工廠生產最新的LTPO AMOLED螢幕。
  • 2022 年 2 月－iQOO 9 系列（包括 Qoo 9 Pro、iQOO 9 和 iQOO 9 SE）在印度推出，擴大了 iQOO 的產品陣容。它具有旗艦 Snapdragon 8 Gen 1 處理器、萬向節相機技術、具有 120Hz 更新率的 AMOLED 顯示器、三後置相機設定等。 iQOO 9 Pro 擁有 6.78 吋 E5 AMOLED 顯示螢幕，採用 LTPO 2.0 技術。

中國佔很大市場佔有率

  • 根據國家機構的最新資料，中國智慧型手機市場去年已從 2020 年疫情引發的低迷中復甦，但總銷量仍低於 2019 年的水平。 2021年，作為全球最大的智慧型手機市場中國向國內用戶出貨了3.428億部設備，較2020年成長15.9%。根據中國資訊通訊研究院 (CAICT) 的數據，去年的成長與 2020 年該產業的低迷形成了鮮明對比， 與前一年同期比較出貨量年減 20%，至 2.957 億部。不過，2019 年智慧型手機供應量為 3.72 億部，2021 年的出貨量可能會低於疫情前的水準。
  • 中國智慧型手機顯示器產業崛起的原因之一是中國政府對科技和電子公司的大力支持。中國企業受惠於龐大的國內市場和大量政府補貼。中國政府也承認了許多基礎設施和財務利益。例如，中國的顯示器製造商可享有免費的土地、建築物、水和電，其企業稅率（正式名稱為企業所得稅 (EIT)）相對較低，為 25%。此外，從其他國家進口的設備和消耗品也享有零關稅。因此，中國顯示器製造商的生產成本低於韓國製造商。
  • 京東方科​​技集團和維信諾科技股份有限公司等國內顯示面板製造商正在大力發展軟性主動矩陣有機發光二極體 (AMOLED)，這是一種更靈活的 OLED 類型。京東方推出多款全球首創、獨特的軟性顯示面板，應用於榮耀Magic 3系列、Vivo iQOO 8等高階旗艦智慧型手機設備。
  • 2017年，京東方科技在中國合肥建設其首座10.5代液晶面板廠時，該公司僅貢獻了計劃總投資460億元人民幣（70億美元）的6.5%。其餘則來自合肥市政府相關企業和政府擔保的銀行貸款。據韓國DB集團旗下的大型證券公司和投資銀行DB Financial Investments稱，自2010年以來的10年間，京東方科技獲得了超過2兆元人民幣（17億美元）的政府間接補貼。收入的59%。
  • 京東方似乎正在為三星電子的 A13 和 A23廉價智慧型手機系列生產面板。預計三星也將向京東方提案生產其下一代旗艦設備的顯示面板。由於三星的旗艦設備採用了尖端的 LTPO 技術 OLED 螢幕，三星電子已要求京東方首先檢驗其技術。

智慧型手機顯示面板產業概況

智慧型手機顯示面板市場集中度較高，三星顯示、京東方、LG顯示器等少數幾家企業佔據了大部分市場。機械的技術力、研發、建造和初始開發成本使得其他供應商難以進入市場。

  • 2021年12月，天馬微電子在武漢天馬G6產業基地宣布與小米合作。兩家公司的新合作將專注於行動裝置創新顯示技術的研發。兩家公司已同意建立一個聯合實驗室，所有顯示技術研究將在該實驗室內進行。
  • 2021年12月，維信諾完成LTPO研發計劃並開始生產LTPO OLED顯示器。這將使該公司能夠在高階智慧型手機顯示器類別中與三星和其他主要 OLED 製造商展開競爭。

其他福利：

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

目錄

第 1 章 簡介

  • 研究假設和市場定義
  • 研究範圍

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
    • 購買者/消費者的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭對手之間的競爭強度
  • 科技趨勢
  • 產業價值鏈/供應鏈分析
  • COVID-19 市場影響

第5章 市場動態

  • 市場促進因素
  • 市場挑戰

第6章 市場細分

  • 依技術分類
    • TFT LCD LTPS 剛性
    • TFT LCD a-Si 剛性
    • AMOLED LTPS 剛性
    • AMOLED LTPS 軟性
    • AMOLED LTPO 軟性
    • TFT LCD 氧化物剛性
  • 按地區
    • 美國
    • 中國
    • 日本
    • 韓國

第7章 競爭格局

  • 公司簡介
    • Samsung Display
    • BOE Technology Group Co. Ltd
    • Tianma Group
    • Japan Display Inc.
    • TCL China Star
    • Innolux
    • AUO
    • Sharp Corporation
    • Century
    • IVO
    • LG Display

第8章投資分析

第9章：市場的未來

簡介目錄
Product Code: 90738

The Global Smartphone Display Panel Market is expected to register a CAGR of less than 5.37% during the forecast period.

Global Smartphone Display Panel - Market - IMG1

Key Highlights

  • With the availability of UHD content, increasing demand for 4K and 8K displays, increasing use of OLED displays in smartphones, rising demand for flexible display panels, and increasing investments in the construction of new OLED and LCD panel manufacturing facilities.
  • The trends such as Work from home and online education have increased the demand for smartphones along with other devices. According to Ericsson Mobile data traffic outlook, the data usage per smartphone was expected to reach 11.4 GB by the end of 2021. Video traffic currently accounts for 69% of all mobile data traffic, with that percentage expected to rise to 79% by 2027, according to the same report. Alongside online viewing, mobile gaming has also increased the usage of smartphones and the demand for smartphones. Therefore a direct impact on the sales of smartphone display panels.
  • The growing acceptance of the work-from-home norm, the increasing focus of regional financial institutions on designing fiscal policies to keep the display market afloat during the COVID-19 crisis, and the shifting of manufacturing units to less affected regions such as Vietnam, Korea, Mexico, and other Southeast Asian countries are all factors driving the growth of the post-COVID-19 display panel market.
  • To avoid overdependence on China for raw materials, some 200 US corporations are focusing on relocating their manufacturing base from China to India and other Asian countries. Apple, for example, aims to relocate some of its manufacturing plants from China to India to ensure continued production. Wistron, a Taiwanese company, is eyeing India, as well as Vietnam and Mexico. After establishing a new plant in Indonesia, another iPhone assembler, Pegtron, has revealed ambitions to begin manufacturing operations in Vietnam by 2021. By making supply chains more resilient, this technique improves performance and minimizes supply chain risks.
  • Other smartphones, such as foldable screens, are also coming into trend. In just two months after its launch in August 2021, the Galaxy Z Fold3 and Flip3 sold over 2 million units around the world. OPPO, a Chinese smartphone manufacturer, released its first foldable flagship smartphone, the OPPO Find N, in December 2021, to mostly excellent reviews. Global smartphone manufacturers are expected to release more flagship foldable phones in the coming years. Furthermore, the introduction of foldable technology is predicted to have a significant impact on the smartphone business, with the worldwide foldable phone market expected to increase at a rate of 21.3% between 2021 and 2027, according to Samsung Display.

Smartphone Display Panel Market Trends

AMOLED LTPO Flexible to drive the market

  • LTPO stands for low-temperature polycrystalline oxide. LTPO is an AMOLED backplane technology that allows the best screen technology to unlock a new capability of dynamically refreshing the display. This allows companies to use high refresh rate screens without sacrificing battery life. However, such panels are costlier.
  • The biggest advantage of LTPO panels is their variability with refresh rates. Higher refresh rates, though helpful in activities like Gaming, put a toll on the battery life. A continuously high refresh rate will drain the phone battery in no time; therefore, LTPO panels in modern smartphones have to change refresh rates. For instance, The OnePlus 9 Pro supports 120Hz. The 6.7-inch AMOLED panel refreshes at a rate of 1Hz to 120Hz. When performing active stuff like Gaming, it runs at full 120Hz; however, when viewing videos, it switches to 24Hz. The display decreases the refresh rate to 1Hz when the user is viewing a photo or reading text. As a result, the battery life is improved.
  • For flagship phones, LTPO technology has become the standard. Some of the first smartphones that used this technology were the OnePlus 9 Pro and Samsung Galaxy S21 Ultra. In 2022, LTPO AMOLED panels will still be found in the premium smartphone market. However, like with all newer technologies, it will eventually filter down to the rest of the market. However, LTPO is not limited to smartphones. Apple Watch Series 5 and later have it.
  • Visionox has completed its LTPO R&D project and is ready to begin producing LTPO OLED panels by the end of 2021. In February 2022, however, the company unveiled its first LTPO AMOLED display, which can deliver a dynamic refresh rate of 1Hz to 120Hz. The first phones with these revolutionary displays are expected to be introduced soon, according to Visionox. Visionox's Hefei 6-Gen flexible AMOLED plant produces the latest LTPO AMOLED screens.
  • In February 2022 - The iQOO 9 series, which comprises the Qoo 9 Pro, iQOO 9, and iQOO 9 SE, was launched in India, expanding iQOO's offering. Highlights include the flagship Snapdragon 8 Gen 1 processor, Gimbal camera technology, 120Hz refresh rate AMOLED display, and triple rear camera configuration. The display on the iQOO 9 Pro is a 6.78-inch E5 AMOLED with LTPO 2.0 technology.

China to hold a significant share in the market

  • According to the newest data from a state agency, China's smartphone market recovered last year following a pandemic-induced dip in 2020, albeit total sales have yet to reach 2019 levels. In 2021, China, the world's largest smartphone market, shipped 342.8 million devices to domestic users, up 15.9% from 2020. According to the China Academy of Information and Communications (CAICT), last year's rise contrasted with the sector's poor performance in 2020, when shipments fell 20% year on year to 295.7 million. However, with 372 million smartphones supplied in 2019, shipments in 2021 will fall short of pre-pandemic levels.
  • One of the reasons for the rise of the Chinese smartphone display sector is the Chinese government's significant backing of its tech and electrical companies. Chinese enterprises benefit from their large local market as well as hefty government subsidies. The Chinese government has also granted numerous infrastructure and financial benefits. For example, Chinese display producers receive free land, buildings, water, and electricity, and their corporate tax rate is also relatively lower than its set corporate tax or officially known as the Enterprise Income Tax (EIT), which is 25%. They also have zero tariffs on the equipment and supplies they import from other countries. As a result, Chinese display makers have lower production costs than their South Korean counterparts.
  • Domestic display panel makers like BOE Technology Group Co Ltd and Visionox Technology Inc are betting big on flexible active-matrix organic LED, or AMOLED, a sort of more flexible OLED. BOE has introduced a variety of world-first and unique flexible display panels, which have been used in premium flagship smartphone devices like Honor's Magic 3 series and Vivo's iQOO 8.
  • When BOE Technology built its first 10.5-generation LCD factory in Hefei, China, in 2017, the company contributed only 6.5% of the overall CNY 46 billion (USD 7 billion) invested in the project. The rest came from Hefei city government-owned firms and bank loans backed by government guarantees. According to DB Financial Investments, a major securities firm and investment bank under the DB Group in South Korea, BOE Technology received over CNY 2 trillion (USD 1.7 billion) indirect government subsidies for ten years starting in 2010, accounting for 59% of the company's net income for the decade.
  • BOE is apparently working on panels for Samsung Electronics' A13 and A23 cheap smartphone series. Furthermore, Samsung is expected to propose that BOE manufacture the display panels for its next-generation flagship handsets. Samsung Electronics has demanded that BOE validate their technology first because the Samsung flagships employ cutting-edge LTPO technology OLED screens.

Smartphone Display Panel Industry Overview

The smartphone display panel market is highly concentrated, with a few players like Samsung Display, BOE, and LG Display dominating a major portion of the market. The high technology, Research & development, and high initial development cost in construction and machinery make the market difficult for other vendors to penetrate.

  • In December 2021 - Tianma Microelectronics announced a partnership with Xiaomi Corporation at the Wuhan Tianma G6 Industrial Base. The two companies' new alliance will focus on researching and developing innovative display technologies for mobile devices. Both firms have agreed to establish a collaborative laboratory where all display technology research would be conducted.
  • In December 2021 - Visionox completed its LTPO research and development project and started producing LTPO OLED displays. This will allow the company to compete in the high-end smartphone display category against Samsung and other major OLED manufacturers.

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 INSIGHT

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Force Analysis
    • 4.2.1 Threat of New Entrants
    • 4.2.2 Bargaining Power of Buyers/Consumers
    • 4.2.3 Bargaining Power of Suppliers
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Technological Trends
  • 4.4 Industry Value Chain/Supply Chain Analysis
  • 4.5 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
  • 5.2 Market Challenges

6 MARKET SEGMENTATION

  • 6.1 By Technology
    • 6.1.1 TFT LCD LTPS Rigid
    • 6.1.2 TFT LCD a-Si Rigid
    • 6.1.3 AMOLED LTPS Rigid
    • 6.1.4 AMOLED LTPS Flexible
    • 6.1.5 AMOLED LTPO Flexible
    • 6.1.6 TFT LCD Oxide Rigid
  • 6.2 By Geography
    • 6.2.1 United States
    • 6.2.2 China
    • 6.2.3 Japan
    • 6.2.4 South Korea

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Samsung Display
    • 7.1.2 BOE Technology Group Co. Ltd
    • 7.1.3 Tianma Group
    • 7.1.4 Japan Display Inc.
    • 7.1.5 TCL China Star
    • 7.1.6 Innolux
    • 7.1.7 AUO
    • 7.1.8 Sharp Corporation
    • 7.1.9 Century
    • 7.1.10 IVO
    • 7.1.11 LG Display

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET