AMOLED 디스플레이 시장 보고서 : 디스플레이 유형, 재료, 용도, 지역별(2024-2032년)

The global AMOLED display market size reached US$ 14.3 Billion in 2023. Looking forward, IMARC Group expects the market to reach US$ 60.6 Billion by 2032, exhibiting a growth rate (CAGR) of 16.9% during 2024-2032. The market is mainly driven due to the popularity of AMOLED displays in smartphones, and televisions. Technological advancements in automotive and wearable technology displays further propels the market growth, along with the efforts to enhance screen durability and efficiency.

AMOLED Display Market Analysis:

Major Market Drivers: The AMOLED (Active-Matrix Organic Light Emitting Diode) display market is mainly driven by the rising demand for high quality display panels in a smartphones, televisions and wearable devices. The superior quality of AMOLED displays like their thinness, flexibility and their ability to produce vibrant colors and deep blacks makes them highly sought after in consumer electronics. In line with this, the rising adoption of AMOLED technology in automotive displays and digital signage is expanding its market growth. Technological advancements which lead to improved display resolution, enhanced durability and reduce power consumption also contribute to the market growth.

Key Market Trends: The market is witnessing various prominent trends which is shaping its upward trajectory. One significant trend is the rising integration of AMOLED displays into flexible and foldable devices mainly driven by advancements in material science which allows the screens to blend without damage. Another trend is the adoption of AMOLED technology in automotive applications where manufacturers are using these displays for dashboards and infotainment systems to enhance user experience with sharper and more dynamic visuals. In line with this, there is a gradual increase in development of 4K and 8K AMOLED displays which caters to consumer demands for higher resolution in televisions and high-end smartphones.

Geographical Trends: Geographical trends in the market shows a significant growth in Asia Pacific mainly driven by the presence of key electronics manufacturers in countries like South Korea, China and Japan. Asia Pacific region leads in both production and adoption of AMOLED technology, due to its robust manufacturing capabilities and high concentration of smartphones and electronics consumers. North America and Europe also exhibit a strong demand fueled by high consumer spending power and preference of advanced technology in devices. In addition to this, these regions are witnessing increased use of AMOLED displays in automotive and wearable technologies.

Competitive Landscape: Some of the major market players in the AMOLED display industry AU Optronics Corp, BOE Technology Group Co. Ltd., Innolux Corporation, Japan Display Inc., LG Display Co. Ltd. (LG Corporation), Novaled GmbH (Samsung SDI Co., Ltd.), Panasonic Corporation, Sharp Corporation, Sony Corporation and Universal Display Corporation., among many others.

Challenges and Opportunities: The market faces various challenges including high production costs as compared to other display technologies which can limit the adoption in lower end consumer electronics. There is also the issue of screen burn-in where images persist on display if they are static for too long potentially affecting user experience and product lifespan. However, these challenges also present opportunities for growth and innovation. The ongoing research and development (R&D) aimed at reducing production costs improving durability of AMOLED displays could widen their application across more device categories. Furthermore, the rising demand for energy efficient and high-quality displays in emerging technologies like foldable devices and augmented reality offers substantial opportunities for market growth.

AMOLED Display Market Trends:

Rising Demand for Higher Resolutions

The rising trend towards higher resolution displays in AMOLED market, mainly the shift to 4K and 8K resolutions is predominantly driven by consumer demand for sharper and more detailed visual experiences, particularly in premium consumer electronics like high end smartphones, tablets and televisions. The push for greater visualization enhances image clarity and detail, making it ideal for high-definition video streaming, gaming and professional graphic applications. For Instance, Samsung unveiled its new lineup of AI TVs at the 'Unbox & Discover' event in Bengaluru. The 2024 Neo QLED 8K, Neo QLED 4K, and OLED TVs offer AI-driven solutions for enhanced home entertainment. The flagship Neo QLED 8K features AI Picture Technology, AI Sound Technology, and AI Auto Game Mode. The Neo QLED 4K lineup is powered by the NQ4 AI Gen2 Processor, while Samsung introduces the world's first glare-free OLED TV.

Automotive Application

The integration of AMOLED displays into automotive applications is a rapidly growing trend, driven by their superior visual capabilities, including high contrast ratios, vibrant colors, and faster refresh rates. These attributes enhance the user interface of automotive dashboards and infotainment systems, providing clearer and more engaging visuals for drivers and passengers. For instance, in 2023, Ferrari has partnered with Samsung Display to develop bespoke OLED technology display solutions for its future car models. The companies signed a memorandum of understanding, with Samsung planning to invest over $3 billion in OLED panel manufacturing in Asan, South Korea. This partnership aims to enhance the visual experiences in premium Ferrari vehicles using advanced OLED display technology. AMOLED screens offer greater flexibility in design, allowing for more ergonomic and aesthetic dashboard configurations. As car manufacturers focus on improving user experience and adding value through technology, AMOLED displays are becoming a preferred choice for modernizing car interiors, contributing significantly to the advancement of automotive display technology.

Expansion into Wearable Technologies

The expansion of AMOLED displays into the wearable technology sector is marked by their adoption in smartwatches and fitness trackers, where their vibrant color output and energy efficiency are particularly beneficial. AMOLED technology enables these devices to display deeper blacks and more vivid colors, enhancing user interface aesthetics and readability under various lighting conditions. For instance, The OnePlus Nord Watch features a 1.78" AMOLED display with a 60Hz refresh rate, offering 105 fitness modes, 10 days of battery life, SPO2 monitoring, heart rate tracking, stress monitoring, and a women's health tracker. It allows music control, camera shutter operation, and offers various fitness features. The watch provides a customizable experience with a range of health and smart functions. Additionally, AMOLED screens consume less power when displaying darker colors, which is crucial for extending the battery life of wearable devices that need to operate continuously throughout the day. This combination of visual appeal and power efficiency makes AMOLED a preferred choice for the burgeoning wearable tech market.

AMOLED Display Market Segmentation:

IMARC Group provides an analysis of the key trends in each segment of the market, along with forecasts at the global, regional, and country levels for 2024-2032. Our report has categorized the market based on display type, material and application.

Breakup by Display Type:

Transparent

Conventional

Flexible

3D

Others

Flexible accounts for the majority of the market share

The report has provided a detailed breakup and analysis of the market based on the display type. This includes transparent, conventional, flexible, 3d and others. According to the report, flexible represented the largest segment.

The flexible segment dominates the AMOLED display market share, reflecting a significant trend towards more adaptable and innovative screen technologies. For instance, BOE, a leading Chinese display manufacturer, expects to ship nearly 80 million flexible AMOLED displays in 2023, a 30% increase over 2022. BOE aims to achieve an annual shipment target of over 120 million flexible AMOLEDs by focusing on high-end products. This dominance is largely driven by the increasing popularity of flexible displays in consumer electronics like smartphones, tablets, and wearable devices. The ability of these screens to bend without breaking offers remarkable opportunities for design innovation, particularly in creating foldable and curved devices that enhance user experience and portability. As technology advances and production costs decrease, the adoption of flexible AMOLED displays is expected to grow, further solidifying their position as a key component in the next generation of consumer electronics.

Breakup by Material:

Polymer

Glass

Others

A detailed breakup and analysis of the market based on the material have also been provided in the report. This includes polymer, glass and others.

Polymer-based AMOLED displays utilize a flexible substrate made from various types of conductive polymers. This flexibility allows them to be used in innovative device designs, including bendable smartphones and wearable electronics. The lightweight and durable nature of polymers further enhances device portability and durability. These displays are particularly appealing in the market for their potential to enable truly flexible and foldable gadgets, pushing the boundaries of conventional electronics design.

Glass substrates in AMOLED displays are valued for their high clarity and robustness, making them ideal for high-end smartphones, TVs, and tablets. Glass-based AMOLEDs offer excellent resolution and are preferred for devices that require a rigid and stable display with superior optical properties. Despite the emergence of flexible materials, glass remains a cornerstone in the AMOLED market due to its proven durability and the ability to achieve high precision in pixel placement, which is crucial for achieving high-definition display quality.

Breakup by Application:

Consumer Electronics

Retail

Automotive

Healthcare

Others

Consumer Electronics represents the leading market segment

The report has provided a detailed breakup and analysis of the market based on the application. This includes consumer electronics, retail, automotive, healthcare and others. According to the report, consumer electronics represented the largest segment.

Consumer electronics is the leading segment in the AMOLED display market, largely due to the extensive use of these displays in devices such as smartphones, tablets, and televisions. The superior qualities of AMOLED screens, including their high contrast ratios, vibrant colors, and ability to deliver true blacks, make them highly sought after for premium electronic products. The flexibility of AMOLED technology also allows for innovative product designs like foldable and curved screens, which have been increasingly popular in the smartphone industry. As consumers continue to seek out the best visual experiences and manufacturers innovate in device functionality and form, AMOLED displays remain a key component in differentiating products in the highly competitive consumer electronics market.

Breakup by Region:

North America

United States

Canada

Asia Pacific

China

Japan

India

South Korea

Australia

Indonesia

Others

Europe

Germany

France

United Kingdom

Italy

Spain

Russia

Others

Latin America

Brazil

Mexico

Others

Middle East and Africa

Asia Pacific leads the market, accounting for the largest AMOLED display market share

The report has also provided a comprehensive analysis of all the major regional markets, which include North America (the United States and Canada); Europe (Germany, France, the United Kingdom, Italy, Spain, Russia, and others); Asia Pacific (China, Japan, India, South Korea, Australia, Indonesia, and others); Latin America (Brazil, Mexico, and others); and the Middle East and Africa. According to the report, Asia Pacific represents the largest regional market for AMOLED display.

Asia Pacific holds the largest market share in the AMOLED display industry, primarily due to the region's robust electronics manufacturing sector and significant investments in display technology. Countries like South Korea, China, and Japan are key players, hosting major companies that specialize in AMOLED production such as Samsung and LG Display. Samsung Display, a subsidiary of Samsung Electronics, plans to invest $3.1 billion in OLED production in South Korea by 2026 to manufacture advanced OLED display panels for tablets and computers, as part of a broader investment plan by Samsung Electronics and affiliates to invest 60.1 trillion won over the next 10 years in regions outside Seoul. This region benefits from advanced technological infrastructure, substantial R&D activities, and a strong consumer base that eagerly adopts new technologies, particularly in mobile devices and televisions. Furthermore, governmental support for tech industries and the presence of a vast supply chain ecosystem contribute to Asia Pacific's dominance in the global AMOLED display market.

Competitive Landscape:

The market research report has also provided a comprehensive analysis of the competitive landscape in the market. Detailed profiles of all major companies have also been provided. Some of the major market players in the AMOLED display industry include AU Optronics Corp, BOE Technology Group Co. Ltd., Innolux Corporation, Japan Display Inc., LG Display Co. Ltd. (LG Corporation), Novaled GmbH (Samsung SDI Co., Ltd.), Panasonic Corporation, Sharp Corporation, Sony Corporation and Universal Display Corporation, etc.

(Please note that this is only a partial list of the key players, and the complete list is provided in the report.)

The AMOLED display market is intensely competitive, dominated by major players such as Samsung Display, LG Display, and BOE Technology, among others. Samsung Display holds a significant share, renowned for its innovation and high-quality production standards. LG Display and BOE are also key competitors, continuously advancing in technology to capture more market share. The market competition is driven by technological advancements, with companies investing heavily in R&D to improve display quality and reduce production costs. Japan Display (JDI) is progressing with plans to produce eLEAP AMOLED displays in China by 2025, aiming to establish its own fab in the Wuhu Economic and Technological Development Zone. The company is also considering building an eLEAP AMOLED fab in India. JDI's eLEAP technology enables cost-effective production of brighter, more efficient, and longer-lasting OLED displays compared to traditional methods. Additionally, the entry of new players from China is challenging established manufacturers, adding to the market dynamics.

AMOLED Display Market News:

In April 2024, Japan Display Inc. (JDI) announced a business partnership with GRE Alpha Electronics to commercialize its LumiFree technology, which enables freely transforming light to enhance spatial value. LumiFree-equipped luminaires were used at the Tokyo National Museum exhibition "Family Gallery Decorating Chuson-ji Temple." JDI commenced mass production of LumiFree, the world's first LED free-lighting technology.

In April 2024, E Ink and AUO announced a strategic partnership to develop large-size color ePaper displays for smart retail solutions. The collaboration aims to provide energy-efficient display technology for dynamic content management in retail environments. E Ink's Spectra(TM) 6 color ePaper offers an alternative to paper posters, with vivid colors and ultra-low power consumption. The initiative supports the global trend towards decarbonization through a paperless digital experience.

Key Questions Answered in This Report:

• How has the global AMOLED display market performed so far, and how will it perform in the coming years?
• What are the drivers, restraints, and opportunities in the global AMOLED display market?
• What is the impact of each driver, restraint, and opportunity on the global AMOLED display market?
• What are the key regional markets?
• Which countries represent the most attractive AMOLED display market?
• What is the breakup of the market based on the display types?
• Which is the most attractive display type in the AMOLED display market?
• What is the breakup of the market based on the materials?
• Which is the most attractive material in the AMOLED display market?
• What is the breakup of the market based on the application?
• Which is the most attractive application in the AMOLED display market?
• What is the breakup of the market based on the region?
• Which is the most attractive region in the AMOLED display market?
• What is the competitive structure of the market?
• Who are the key players/companies in the global AMOLED display market?

Table of Contents

1 Preface

2 Scope and Methodology

• 2.1 Objectives of the Study
• 2.2 Stakeholders
• 2.3 Data Sources
  • 2.3.1 Primary Sources
  • 2.3.2 Secondary Sources
• 2.4 Market Estimation
  • 2.4.1 Bottom-Up Approach
  • 2.4.2 Top-Down Approach
• 2.5 Forecasting Methodology

3 Executive Summary

4 Introduction

• 4.1 Overview
• 4.2 Key Industry Trends

5 Global AMOLED Display Market

• 5.1 Market Overview
• 5.2 Market Performance
• 5.3 Impact of COVID-19
• 5.4 Market Forecast

6 Market Breakup by Display Type

• 6.1 Transparent
  • 6.1.1 Market Trends
  • 6.1.2 Market Forecast
• 6.2 Conventional
  • 6.2.1 Market Trends
  • 6.2.2 Market Forecast
• 6.3 Flexible
  • 6.3.1 Market Trends
  • 6.3.2 Market Forecast
• 6.4 3D
  • 6.4.1 Market Trends
  • 6.4.2 Market Forecast
• 6.5 Others
  • 6.5.1 Market Trends
  • 6.5.2 Market Forecast

7 Market Breakup by Material

• 7.1 Polymer
  • 7.1.1 Market Trends
  • 7.1.2 Market Forecast
• 7.2 Glass
  • 7.2.1 Market Trends
  • 7.2.2 Market Forecast
• 7.3 Others
  • 7.3.1 Market Trends
  • 7.3.2 Market Forecast

8 Market Breakup by Application

• 8.1 Consumer Electronics
  • 8.1.1 Market Trends
  • 8.1.2 Market Forecast
• 8.2 Retail
  • 8.2.1 Market Trends
  • 8.2.2 Market Forecast
• 8.3 Automotive
  • 8.3.1 Market Trends
  • 8.3.2 Market Forecast
• 8.4 Healthcare
  • 8.4.1 Market Trends
  • 8.4.2 Market Forecast
• 8.5 Others
  • 8.5.1 Market Trends
  • 8.5.2 Market Forecast

9 Market Breakup by Region

• 9.1 North America
  • 9.1.1 United States
    • 9.1.1.1 Market Trends
    • 9.1.1.2 Market Forecast
  • 9.1.2 Canada
    • 9.1.2.1 Market Trends
    • 9.1.2.2 Market Forecast
• 9.2 Asia Pacific
  • 9.2.1 China
    • 9.2.1.1 Market Trends
    • 9.2.1.2 Market Forecast
  • 9.2.2 Japan
    • 9.2.2.1 Market Trends
    • 9.2.2.2 Market Forecast
  • 9.2.3 India
    • 9.2.3.1 Market Trends
    • 9.2.3.2 Market Forecast
  • 9.2.4 South Korea
    • 9.2.4.1 Market Trends
    • 9.2.4.2 Market Forecast
  • 9.2.5 Australia
    • 9.2.5.1 Market Trends
    • 9.2.5.2 Market Forecast
  • 9.2.6 Indonesia
    • 9.2.6.1 Market Trends
    • 9.2.6.2 Market Forecast
  • 9.2.7 Others
    • 9.2.7.1 Market Trends
    • 9.2.7.2 Market Forecast
• 9.3 Europe
  • 9.3.1 Germany
    • 9.3.1.1 Market Trends
    • 9.3.1.2 Market Forecast
  • 9.3.2 France
    • 9.3.2.1 Market Trends
    • 9.3.2.2 Market Forecast
  • 9.3.3 United Kingdom
    • 9.3.3.1 Market Trends
    • 9.3.3.2 Market Forecast
  • 9.3.4 Italy
    • 9.3.4.1 Market Trends
    • 9.3.4.2 Market Forecast
  • 9.3.5 Spain
    • 9.3.5.1 Market Trends
    • 9.3.5.2 Market Forecast
  • 9.3.6 Russia
    • 9.3.6.1 Market Trends
    • 9.3.6.2 Market Forecast
  • 9.3.7 Others
    • 9.3.7.1 Market Trends
    • 9.3.7.2 Market Forecast
• 9.4 Latin America
  • 9.4.1 Brazil
    • 9.4.1.1 Market Trends
    • 9.4.1.2 Market Forecast
  • 9.4.2 Mexico
    • 9.4.2.1 Market Trends
    • 9.4.2.2 Market Forecast
  • 9.4.3 Others
    • 9.4.3.1 Market Trends
    • 9.4.3.2 Market Forecast
• 9.5 Middle East and Africa
  • 9.5.1 Market Trends
  • 9.5.2 Market Breakup by Country
  • 9.5.3 Market Forecast

10 SWOT Analysis

• 10.1 Overview
• 10.2 Strengths
• 10.3 Weaknesses
• 10.4 Opportunities
• 10.5 Threats

11 Value Chain Analysis

12 Porters Five Forces Analysis

• 12.1 Overview
• 12.2 Bargaining Power of Buyers
• 12.3 Bargaining Power of Suppliers
• 12.4 Degree of Competition
• 12.5 Threat of New Entrants
• 12.6 Threat of Substitutes

13 Price Analysis

14 Competitive Landscape

• 14.1 Market Structure
• 14.2 Key Players
• 14.3 Profiles of Key Players
  • 14.3.1 AU Optronics Corp
    • 14.3.1.1 Company Overview
    • 14.3.1.2 Product Portfolio
    • 14.3.1.3 Financials
    • 14.3.1.4 SWOT Analysis
  • 14.3.2 BOE Technology Group Co. Ltd.
    • 14.3.2.1 Company Overview
    • 14.3.2.2 Product Portfolio
    • 14.3.2.3 Financials
  • 14.3.3 Innolux Corporation
    • 14.3.3.1 Company Overview
    • 14.3.3.2 Product Portfolio
    • 14.3.3.3 Financials
  • 14.3.4 Japan Display Inc.
    • 14.3.4.1 Company Overview
    • 14.3.4.2 Product Portfolio
    • 14.3.4.3 Financials
  • 14.3.5 LG Display Co. Ltd. (LG Corporation)
    • 14.3.5.1 Company Overview
    • 14.3.5.2 Product Portfolio
    • 14.3.5.3 Financials
  • 14.3.6 Novaled GmbH (Samsung SDI Co. Ltd.)
    • 14.3.6.1 Company Overview
    • 14.3.6.2 Product Portfolio
    • 14.3.6.3 Financials
  • 14.3.7 Panasonic Corporation
    • 14.3.7.1 Company Overview
    • 14.3.7.2 Product Portfolio
    • 14.3.7.3 Financials
    • 14.3.7.4 SWOT Analysis
  • 14.3.8 Sharp Corporation
    • 14.3.8.1 Company Overview
    • 14.3.8.2 Product Portfolio
    • 14.3.8.3 Financials
    • 14.3.8.4 SWOT Analysis
  • 14.3.9 Sony Corporation
    • 14.3.9.1 Company Overview
    • 14.3.9.2 Product Portfolio
    • 14.3.9.3 Financials
    • 14.3.9.4 SWOT Analysis
  • 14.3.10 Universal Display Corporation
    • 14.3.10.1 Company Overview
    • 14.3.10.2 Product Portfolio
    • 14.3.10.3 Financials