市場調查報告書
商品編碼
1570988
薄膜封裝(TFE)的全球市場:現狀分析與預測(2024年~2032年)Thin-Film Encapsulation Market: Current Analysis and Forecast (2024-2032) |
由於電力電子、射頻放大器和先進通訊系統等各領域對薄膜封裝的需求不斷增長,預計全球薄膜封裝(TFE)市場規模在預測期內將成長15.7%。噴墨印刷新技術徹底改變了 TFE 市場,使 TFE 產品的生產更有效率、規模化。例如,微顯示器製造商microOLED從噴墨印刷公司Unijet接收了Sidtek的噴墨設備。中國企業將採用該設備生產微型OLED顯示器。 2023 年 4 月,LG Display 開始為供應給蘋果的 OLED 面板開發一種新的蝕刻技術。該技術正是該公司準備推出所謂的混合 OLED 面板的技術,使用剛性 OLED 面板等玻璃基板和柔性 OLED 面板等薄膜封裝 (TFE)。傳統的剛性 OLED 面板使用兩塊玻璃基板,但混合 OLED 面板以 TFE 取代頂部玻璃基板。
TFE市場成長的未來預測:亞太地區,尤其是中國和日本,預計將成為TFE市場的關鍵區域,因為它們在OLED顯示器產業中佔據領先地位。因此, "中國製造2025" 等中國政府策略正在推動對OLED和柔性電子生產的投資,促使對TFE的需求不斷成長。此外,印度於 2021 年推出了針對半導體和顯示器製造的生產掛鉤激勵 (PLI) 計劃,使該國可能成為 TFE 行業的理想地點。這些政府因素,加上對下一代電子產品不斷增長的需求,亞太地區可能會主導 TFE 市場。
依類型劃分,市場分為無機層和有機層。其中,無機層在2023年將佔有較大的市場佔有率。無機層領域成長的主要驅動力是薄膜封裝,該層提供了極好的防潮和氧氣屏障,這對於 OLED 顯示器和太陽能電池等複雜電子設備的安全至關重要。例如,金屬氧化物可提供緻密的塗層,從而提供設備的長期可靠性和耐用性。手機、電視和穿戴式產品對 OLED 顯示器的需求,以及柔性電子產品日益增長的使用,由於其卓越的保護能力,正在推動無機層的使用增加。
薄膜封裝市場按應用細分為柔性 OLED 顯示器、柔性 OLED 照明、薄膜太陽能電池等。柔性OLED顯示器領域在2023年錄得最高收入。柔性OLED顯示領域的成長得益於消費性電子產業中更靈活和可折疊創新產品的出現。柔性 OLED 顯示器正在進入智慧型手機、平板電腦和可穿戴設備,因為它們提供更高的影像質量,更輕、更薄,並且可以彎曲和折疊而不影響性能。此外,科技巨頭不斷在可折疊智慧型手機等高階產品中嘗試獨特的外形尺寸,也推動了這種需求。其他因素包括與其他顯示器相比,OLED 的功耗更低、光譜更寬、對比度更高。
為了更了解薄膜封裝(TFE)產業的市場實施情況,將市場分為北美(美國、加拿大、北美其他地區)、歐洲(德國、英國、法國、西班牙、義大利、歐洲其他地區) 、亞太地區(根據中國、日本、印度、澳洲、亞太地區其他地區的全球業務進行分析)以及世界其他國家。由於OLED技術投資的增加和電子製造業的蓬勃發展,亞太地區(APAC)的薄膜封裝(TFE)市場正在快速成長,主要是在中國和日本。尤其是中國,在OLED生產上投入巨資,並且對柔性顯示器有國內需求,柔性顯示器廣泛用於智慧型手機和電視。日本在各產業的研究、開發和創新領域仍是領先國家之一,重點在於OLED產業及其在消費性電子和汽車產業的應用。印度也正在成為一個關鍵市場,因為它透過 "印度製造" 計劃將重點轉向國內製造,該計劃可以支援 OLED 顯示器和其他柔性電子產品的生產。
參與市場的主要公司包括三星 SDI、LG Chem、Universal Display Corporation (UDC)、Applied Materials Inc.、Vico Instruments Inc.、3M、Toray Industries, Inc.、Cateva、BASF AG 和 Meyer伯傑科技有限公司。
The Thin-Film Encapsulation (TFE) market is vital in the evolution of the next generation, flexible electronics including OLED display, organic photovoltaics (OPVs), and wearable electronics. TFE technology means that thin flexible layers can be used to shield vulnerable portions of electronics from moisture and oxygen which improves their mean time between failures and their output. The market is mainly driven by the higher demand of flexible OLED display, which is widely used for smart phones, tablet PC, foldable apparatus and other electronic products. The obvious advancement in flexible electronics and wearable electronics, and especially in the emerging regions of North America, Asia-Pacific and Europe has increased the necessitation for better encapsulation solutions. Moreover, dynamic development of multilayer deposition technologies and an increasing popularity of smart products contribute to the market growth of TFE solutions.
The Thin-Film Encapsulation Market is expected to grow at a robust CAGR of 15.7% during the forecast period, owing to the growing demand for Thin-Film Encapsulation across various sectors, including power electronics, RF amplifiers, and advanced communication systems. New technologies of inkjet printing have led to a revolutionizing concept in the TFE market, making it possible to manufacture TFE products more efficiently and on a large scale. For instance: Microdisplay manufacturer microOLED has received inkjet equipment for Sidtek from the inkjet printing firm of Unijet. The equipment is planned to be employed in the microOLED displays production by the Chinese company. In April 2023, LG Display began developing a new etching technology for OLED panels that will be supplied to Apple. The technology is being prepared by the company to launch a so-called hybrid OLED panel, which uses a glass substrate like a rigid OLED panel but uses thin-film encapsulation (TFE) like that of a flexible OLED panel. Conventional rigid OLED panels used two glass substrates but in a hybrid OLED panel the top glass substrate is replaced with TFE.
Future projections of TFE market's growth The Asia Pacific region specifically, China and Japan are expected to be key players in the TFE market because of their leading position in the OLED display industry. Thus, government strategies such as China's Made in China 2025 are promoting the investment in OLED and flexible electronics production and, consequently, increasing the need for TFE. Moreover, India launched the Production-Linked Incentive (PLI) scheme in 2021 for Semiconductor and Display manufacturing industries the country is likely to become an ideal location for TFE industries. Such governmental factors coupled with greater demand for next generation electronics are believed to drive the TFE market with APAC dominating the market.
Based on Type, the market is categorized into Inorganic Layer, and Organic Layer. Among these, the Inorganic Layer has a significant market share for the year 2023. The major driver for the growth of inorganic layer segment is that in the Thin-Film Encapsulation the layer provides a superior barrier to both moisture and oxygen, which are vital for the safety of intricate electronics such as OLED displays and solar cells. Metal oxides, for instance, offer high density of coverage that provides devices, reliability and durability in the long-run. This need for OLED displays in mobile phones, televisions and wearables as well as the ever-expanding use of flexible electronics add to the increased usage of inorganic layers due to their superior protection.
Based on Application, the Thin-Film Encapsulation market is divided into Flexible OLED Display, Flexible OLED Lightning, Thin-Film Photovoltaic, and Others. The Flexible OLED Display segment registered the highest revenue during the year 2023. The growth of the Flexible OLED Display segment is attributed to the emergence of innovative product offerings in the consumer electronics industry that is more flexible and foldable. Wild: Flexible OLED displays are being incorporated in smartphones, tablets, and wearable devices due to their capability to deliver higher image quality, lighter and thinner, and can be bent or folded without effect on its performance. Furthermore, with technology giants continuing the experiment with unique form factors in premium-tier gadgets like foldable smartphones, this drives this demand. Other factors include low power consumption in OLEDs as compared to other displays, broader spectrum and high contrast ratios which are highly desirable in electronics particularly in the high end.
For a better understanding of the market adoption of the Thin-Film Encapsulation industry, the market is analyzed based on its worldwide presence in countries such as North America (U.S.A., Canada, and Rest of North America), Europe (Germany, United Kingdom, France, Spain, Italy, and Rest of Europe), Asia-Pacific (China, Japan, India, Australia, and Rest of Asia-Pacific), Rest of World. The Thin-Film Encapsulation (TFE) market in the Asia-Pacific (APAC) is rapidly growing with China and Japan leading the region because of the growing investment in OLED technology and the booming electronics manufacturing industry. China, especially having invested heavily into OLED production and having domestic demands for flexible displays that are widely used in smartphones and TVs. Japan still remains as one of the leading nations in the field of R&D and innovations in various industries particularly OLED industry and its application to consumer electronics and the automotive industry. India is also emerging as a pivotal market due to its shifting focus on domestic manufacturing through its 'Make in India' program that can also support the manufacturing of OLED displays and other flexible electronics.
Some of the major players operating in the market include Samsung SDI, LG Chem, Universal Display Corp. (UDC), Applied Materials Inc., Veeco Instruments Inc., 3M, Toray Industries Inc., Kateeva, BASF AG, and Meyer Burger Technology Limited.