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¼¼°èÀÇ LED-on-Silicon(OLEDoS) ½ÃÀåOLED-on-Silicon (OLEDoS) |
¼¼°èÀÇ LED-on-Silicon(OLEDoS) ½ÃÀåÀº 2030³â±îÁö 29¾ï ´Þ·¯¿¡ À̸¦ Àü¸Á
2024³â¿¡ 6¾ï 1,600¸¸ ´Þ·¯·Î ÃßÁ¤µÇ´Â LED-on-Silicon(OLEDoS) ¼¼°è ½ÃÀåÀº 2024-2030³â°£ CAGR 29.4%·Î ¼ºÀåÇÏ¿© 2030³â¿¡´Â 29¾ï ´Þ·¯¿¡ À̸¦ °ÍÀ¸·Î ¿¹ÃøµË´Ï´Ù. º» º¸°í¼¿¡¼ ºÐ¼®ÇÑ ºÎ¹® Áß ÇϳªÀÎ ´Ï¾Æ¾ÆÀ̵ð½ºÇ÷¹ÀÌ´Â CAGR 26.2%¸¦ ³ªÅ¸³»°í, ºÐ¼® ±â°£ Á¾·á½Ã¿¡´Â 17¾ï ´Þ·¯¿¡ À̸¦ °ÍÀ¸·Î ¿¹ÃøµË´Ï´Ù. Çìµå¾÷ µð½ºÇ÷¹ÀÌ ºÐ¾ß´Â ºÐ¼® ±â°£ Áß¿¡ CAGR 35.1%ÀÇ ¼ºÀåÀÌ Àü¸ÁµË´Ï´Ù.
¹Ì±¹ ½ÃÀåÀº 1¾ï 6,190¸¸ ´Þ·¯·Î ÃßÁ¤, Áß±¹Àº CAGR 28.0%·Î ¼ºÀå ¿¹Ãø
¹Ì±¹ÀÇ LED-on-Silicon(OLEDoS) ½ÃÀåÀº 2024³â¿¡ 1¾ï 6,190¸¸ ´Þ·¯·Î ÃßÁ¤µË´Ï´Ù. ¼¼°è 2À§ °æÁ¦´ë±¹ÀÎ Áß±¹Àº 2030³â±îÁö 4¾ï 3,940¸¸ ´Þ·¯ ±Ô¸ð¿¡ À̸¦ °ÍÀ¸·Î ¿¹ÃøµÇ¸ç, ºÐ¼® ±â°£ÀÎ 2024-2030³â CAGRÀº 28.0%·Î ÃßÁ¤µË´Ï´Ù. ±âŸ ÁÖ¸ñÇØ¾ß ÇÒ Áö¿ªº° ½ÃÀåÀ¸·Î´Â ÀϺ»°ú ij³ª´Ù°¡ ÀÖÀ¸¸ç, ºÐ¼® ±â°£Áß CAGRÀº °¢°¢ 26.4%¿Í 25.7%¸¦ º¸ÀÏ °ÍÀ¸·Î ¿¹ÃøµË´Ï´Ù. À¯·´¿¡¼´Â µ¶ÀÏÀÌ CAGR 20.7%¸¦ º¸ÀÏ Àü¸ÁÀÔ´Ï´Ù.
¼¼°èÀÇ LED-on-Silicon(OLEDoS) ½ÃÀå - ÁÖ¿ä µ¿Çâ°ú ÃËÁø¿äÀÎ Á¤¸®
OLEDoS°¡ ¸¶ÀÌÅ©·Î µð½ºÇ÷¹ÀÌ ÀÀ¿ë ºÐ¾ß¿¡¼ ȹ±âÀûÀÎ ±â¼úÀÎ ÀÌÀ¯´Â ¹«¾ùÀΰ¡?
OLED on Silicon(OLEDoS) ±â¼úÀº OLEDÀÇ °í´ëºñ ¹× °íäµµ ´É·Â°ú CMOS ½Ç¸®ÄÜ ¹éÇ÷¹ÀÎÀÇ ¼Óµµ ¹× È®À强À» °áÇÕÇÑ ÃÖ÷´Ü µð½ºÇ÷¹ÀÌ ¾ÆÅ°ÅØÃ³·Î ºÎ»óÇϰí ÀÖ½À´Ï´Ù. OLEDoS´Â À¯¸®³ª ÇÃ¶ó½ºÆ½ ±âÆÇ À§¿¡ Á¦Á¶µÇ´Â ±âÁ¸ OLED µð½ºÇ÷¹ÀÌ¿Í ´Þ¸®, OLEDoS´Â Æ÷Å丮¼Ò±×·¡ÇÇ ±â¼úÀ» »ç¿ëÇÏ¿© OLED Çȼ¿ ±¸Á¶¸¦ ½Ç¸®ÄÜ ¿þÀÌÆÛ¿¡ Á÷Á¢ ÁýÀûÇÏ´Â ¹æ½ÄÀÔ´Ï´Ù. ±× °á°ú, ¶Ù¾î³ ¹à±â, Çȼ¿ ¹Ðµµ, Àü·Â È¿À²À» °®Ãá ÃʼÒÇü, °íÇØ»óµµ ¸¶ÀÌÅ©·Î µð½ºÇ÷¹À̸¦ ±¸ÇöÇÒ ¼ö ÀÖ½À´Ï´Ù. OLEDoS´Â Áõ°Çö½Ç(AR), °¡»óÇö½Ç(VR), Çìµå¾÷ µð½ºÇ÷¹ÀÌ(HUD), ÀüÀÚ½Ä ºäÆÄÀδõ, Â÷¼¼´ë ¿þ¾î·¯ºí µîÀ¸·Î ºü¸£°Ô È®»êµÇ°í ÀÖ½À´Ï´Ù.
OLEDoSÀÇ ÁÖ¿ä Â÷º°È ¿ä¼Ò´Â ¼ÒÇü ½ÇÀû¿¡¼ 3,000PPI(ÀÎÄ¡´ç Çȼ¿ ¼ö)¸¦ ÃʰúÇÏ´Â ÃÊÃʰí PPI(ÀÎÄ¡´ç Çȼ¿ ¼ö)¸¦ ´Þ¼ºÇÒ ¼ö ÀÖ´Â ´É·Â¿¡ ÀÖ½À´Ï´Ù. ÀÚü ¹ß±¤ Ư¼ºÀ¸·Î ¹«ÇÑ´ëÀÇ ¸í¾Ïºñ¿Í ³ÐÀº ½Ã¾ß°¢À» º¸ÀåÇϸç, ½Ç¸®ÄÜ ¹éÇ÷¹ÀÎÀº ºü¸¥ ÀÀ´ä½Ã°£°ú ÁýÀûÈµÈ ±¸µ¿ ȸ·Î¸¦ Á¦°øÇÕ´Ï´Ù. µð¹ÙÀ̽º Á¦Á¶¾÷üµéÀÌ AR/VR ±â±â¿¡¼ ´õ ¾ã°í, ´õ °¡º±°í, ´õ ¸ôÀÔ°¨ ÀÖ´Â ÆûÆÑÅ͸¦ Ãß±¸Çϰí ÀÖ´Â °¡¿îµ¥, OLEDoS´Â ÁÖ·ù äÅÿ¡ ÇÊ¿äÇÑ ½Ã°¢Àû ¼±¸íµµ¿Í ÅëÇÕÀÇ À¯¿¬¼ºÀ» Á¦°øÇÕ´Ï´Ù.
Á¦Á¶ ±â¼ú Çõ½ÅÀº ¾î¶»°Ô È®À强°ú ¼º´É Çâ»óÀ» °¡´ÉÇÏ°Ô Çϴ°¡?
OLEDoS ¸¶ÀÌÅ©·Î µð½ºÇ÷¹ÀÌÀÇ °³¹ßÀº Áö±Ý±îÁö ¼öÀ² ÃÖÀûÈ, ÁõÂø Á¤È®µµ, ¿ °ü¸®¿Í °°Àº Á¦Á¶»óÀÇ ¹®Á¦·Î ÀÎÇØ Á¦ÇÑÀ» ¹Þ¾Æ¿Ô½À´Ï´Ù. ±×·¯³ª ÃÖ±ÙÀÇ ±â¼ú Çõ½ÅÀº ÀÌ·¯ÇÑ º´¸ñÇö»óÀ» ÇØ°áÇϰí ÀÖ½À´Ï´Ù. °ÈµÈ Áø°øÁõÂø¹ý(VTE), ¿øÀÚÃþ ÁõÂø¹ý(ALD), À×Å©Á¬ Àμâ¹ýÀº ¸¶ÀÌÅ©·Î¹ÌÅÍ ´ÜÀ§ÀÇ Á¤È®ÇÑ OLED Àç·á ÆÐÅÍ´×À» °¡´ÉÇÏ°Ô ÇÕ´Ï´Ù. ÇÑÆí, Àú¿Â ´Ù°áÁ¤ ½Ç¸®ÄÜ(LTPS) ¹× ±Ý¼Ó »êȹ° TFT ¹éÇ÷¹ÀÎÀº ´©¼³ Àü·ù¸¦ ÁÙÀÌ°í ±¸µ¿ È¿À²À» Çâ»ó½Ã۱â À§ÇØ ÇÏÀ̺긮µå ¸¶ÀÌÅ©·Î µð½ºÇ÷¹ÀÌ ±¸Á¶¿¡ Àû¿ëµÇ°í ÀÖ½À´Ï´Ù.
CMOS ¹éÇ÷¹ÀÎ ÅëÇÕÀ¸·Î °í¼Ó Àü±â ½ÅÈ£ ó¸®, Àú Áö¿¬ Àç»ý·ü, µ¿Àû µð¹Ö, ³»ÀåÇü ¾ÆÀÌÆ®·¡Å· µîÀÇ ±â´ÉÀ» ±¸ÇöÇÒ ¼ö ÀÖ½À´Ï´Ù. °¢ ¾÷üµéÀº ÅÄ´ý OLED ½ºÅðú ž ¿¡¹Ì¼Ç ¼³°è¸¦ ½ÃµµÇϰí ÀÖÀ¸¸ç, ¾ß¿Ü ¹× ±â¾÷¿ë AR ¿ëµµ¿¡ ÇʼöÀûÀÎ ¹à±â Çâ»ó°ú ÀÛµ¿ ¼ö¸í ¿¬ÀåÀ» À§ÇØ ³ë·ÂÇϰí ÀÖ½À´Ï´Ù. ¶ÇÇÑ, ÇÏÀ̺긮µå ¿þÀÌÆÛ º»µù ±â¼úÀº OLED Ç¥¸é ¾Æ·¡¿¡ Á¦¾îÃþ°ú ¼¾¼ ÃþÀ» Ãß°¡·Î ÀûÃþÇϱâ À§ÇØ µµÀԵǾî ÇâÈÄ Ä«¸Þ¶ó, Ã˰¢, AI ĨÀ» ½º¸¶Æ® ±Û·¡½º¿¡ Á÷Á¢ ÅëÇÕÇÒ ¼ö ÀÖ°Ô µÉ °ÍÀÔ´Ï´Ù.
OLEDoS ¸¶ÀÌÅ©·Î µð½ºÇ÷¹ÀÌ ¼ö¿ä¸¦ ÁÖµµÇÏ´Â ½ÃÀå°ú ÀÌ¿ë »ç·Ê´Â?
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Global OLED-on-Silicon (OLEDoS) Market to Reach US$2.9 Billion by 2030
The global market for OLED-on-Silicon (OLEDoS) estimated at US$616.0 Million in the year 2024, is expected to reach US$2.9 Billion by 2030, growing at a CAGR of 29.4% over the analysis period 2024-2030. Near-Eye Display, one of the segments analyzed in the report, is expected to record a 26.2% CAGR and reach US$1.7 Billion by the end of the analysis period. Growth in the Head-Up Display segment is estimated at 35.1% CAGR over the analysis period.
The U.S. Market is Estimated at US$161.9 Million While China is Forecast to Grow at 28.0% CAGR
The OLED-on-Silicon (OLEDoS) market in the U.S. is estimated at US$161.9 Million in the year 2024. China, the world's second largest economy, is forecast to reach a projected market size of US$439.4 Million by the year 2030 trailing a CAGR of 28.0% over the analysis period 2024-2030. Among the other noteworthy geographic markets are Japan and Canada, each forecast to grow at a CAGR of 26.4% and 25.7% respectively over the analysis period. Within Europe, Germany is forecast to grow at approximately 20.7% CAGR.
Global OLED-on-Silicon (OLEDoS) Market - Key Trends & Drivers Summarized
What Makes OLEDoS a Breakthrough Technology in Microdisplay Applications?
OLED-on-Silicon (OLEDoS) technology is emerging as a cutting-edge display architecture that merges the high contrast and color saturation capabilities of organic light-emitting diodes (OLEDs) with the speed and scalability of CMOS silicon backplanes. Unlike traditional OLED displays built on glass or plastic substrates, OLEDoS integrates OLED pixel structures directly onto silicon wafers using photolithographic techniques. This results in ultra-compact, high-resolution microdisplays with exceptional luminance, pixel density, and power efficiency. OLEDoS is rapidly gaining traction in augmented reality (AR), virtual reality (VR), heads-up displays (HUDs), electronic viewfinders, and next-gen wearables.
The key differentiator of OLEDoS lies in its ability to deliver ultra-high PPI (pixels per inch)-often exceeding 3,000 PPI-within a compact footprint, essential for near-eye applications where image fidelity and latency are critical. Its self-emissive nature ensures infinite contrast ratios and wide viewing angles, while the silicon backplane provides fast response times and integrated driving circuitry. As device makers seek thinner, lighter, and more immersive form factors for AR/VR devices, OLEDoS provides the visual clarity and integration flexibility necessary for mainstream adoption.
How Are Manufacturing Innovations Enabling Scalability and Performance Gains?
The development of OLEDoS microdisplays has been historically limited by fabrication challenges, particularly in yield optimization, deposition precision, and thermal management. Recent innovations, however, are addressing these bottlenecks. Enhanced vacuum thermal evaporation (VTE), atomic layer deposition (ALD), and inkjet printing methods are enabling accurate patterning of OLED materials on the micrometer scale. Meanwhile, low-temperature polycrystalline silicon (LTPS) and metal-oxide TFT backplanes are being adapted for hybrid microdisplay structures to reduce leakage current and improve driving efficiency.
CMOS backplane integration allows for high-speed electrical signal processing, enabling features such as low-latency refresh rates, dynamic dimming, and embedded eye-tracking. Companies are experimenting with tandem OLED stacks and top-emitting designs to improve brightness and prolong operational lifespan-critical for outdoor and enterprise AR applications. Moreover, hybrid wafer bonding techniques are being deployed to stack additional control or sensor layers beneath the OLED surface, supporting future integration of cameras, haptics, and AI chips directly into smart glasses.
Which Markets and Use-Cases Are Driving Demand for OLEDoS Microdisplays?
The largest emerging use-case for OLEDoS is in near-eye displays for AR smart glasses and VR headsets. Leading tech firms are prioritizing ultra-lightweight, ergonomic devices that can deliver lifelike visual overlays for industrial maintenance, remote collaboration, telemedicine, and immersive entertainment. OLEDoS enables seamless image fusion with minimal screen-door effect, crucial for user comfort and spatial awareness. In enterprise AR-such as in manufacturing inspection, field servicing, and military logistics-OLEDoS-based monocular or binocular displays offer high brightness and rugged reliability under extreme conditions.
Consumer electronics are another growth vector, with compact viewfinders, camera displays, and AI-enhanced wearables integrating OLEDoS for superior image control. In the automotive sector, head-up displays and smart dashboards are leveraging OLEDoS for vibrant, glare-resistant overlays that remain visible in direct sunlight. Medical imaging tools such as endoscopes and diagnostic lenses are incorporating OLEDoS for enhanced resolution and color differentiation. Defense and aerospace sectors are adopting these microdisplays in pilot helmets, night-vision systems, and targeting optics where rapid information relay and compact design are mission-critical.
What Are the Growth Catalysts and Competitive Dynamics Driving the Market Forward?
The growth in the global OLEDoS market is driven by several key factors, including rising demand for compact high-resolution displays, the proliferation of AR/VR devices, and advancements in semiconductor manufacturing. As consumer expectations for visual immersion and device miniaturization increase, OLEDoS is becoming the display solution of choice for OEMs targeting wearables, smart glasses, and next-gen computing interfaces. Strategic investments by display leaders such as Sony, BOE, Kopin, and Olightek are accelerating mass production capabilities and driving down unit costs.
Geopolitical developments, particularly in semiconductor self-sufficiency, are also shaping OLEDoS market expansion. China, South Korea, and the U.S. are heavily investing in domestic foundry and display ecosystems, supporting OLEDoS fabrication through subsidies and research grants. The convergence of AI, 5G, and edge computing with visual interfaces is creating a rich innovation environment for OLEDoS adoption in spatial computing and machine vision. Start-ups and academia are contributing by developing novel organic materials with longer lifespans and higher luminance thresholds.
Moreover, partnerships between display OEMs, AR/VR headset makers, and foundries are fostering vertically integrated production pipelines that ensure design-to-deployment agility. Intellectual property in pixel driving circuits, emission layer patterning, and thermal control is becoming a key differentiator. With accelerating use-cases across both enterprise and consumer segments, and consistent technological maturation, OLEDoS is poised to redefine the high-resolution microdisplay market in the coming years, catalyzing a new wave of immersive digital interfaces.
SCOPE OF STUDY:
The report analyzes the OLED-on-Silicon (OLEDoS) market in terms of units by the following Segments, and Geographic Regions/Countries:
Segments:
Product Type (Near-Eye Display, Head-Up Display); Application (Consumer Application, Aerospace & Defense Application, Commercial & Industrial Application, Other Applications)
Geographic Regions/Countries:
World; United States; Canada; Japan; China; Europe (France; Germany; Italy; United Kingdom; and Rest of Europe); Asia-Pacific; Rest of World.
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TARIFF IMPACT FACTOR
Our new release incorporates impact of tariffs on geographical markets as we predict a shift in competitiveness of companies based on HQ country, manufacturing base, exports and imports (finished goods and OEM). This intricate and multifaceted market reality will impact competitors by increasing the Cost of Goods Sold (COGS), reducing profitability, reconfiguring supply chains, amongst other micro and macro market dynamics.