2009年全球及中国OLED行业研究报告 >> 水清木华研究中心

　　OLED这种自发光的显示技术，理论上其成本应该远比TFT-LCD低，因为其无需偏光板、背光模组和彩色滤光片，但原材料成本比TFT-LCD至少低70%。但是OLED一直处于无法发展壮大的尴尬地位。2009年起，主动型OLED开始崭露头角，OLED电视也开始露面，OLED的脚步开始加快。不过仍然有瓶颈。

　　OLED的瓶颈在于其发光材料通电后抗氧化能力极差，需要真空玻璃密封来防止其氧化，这就重走了TFT-LCD的老路。因为OLED是电流型设备，需要比较高的电流驱动，因此需要LTPS TFT基板。

　　LTPS注定OLED的成本居高不下，也让OLED的生产线投入规模不次于传统的TFT-LCD，现阶段OLED都是赔本销售，即便是量产，成本依然无法和传统的TFT-LCD比成本。TFT-LCD大多数面板厂已经完成一些旧生产线的摊提，同时产量巨大。LTPS TFT技术只掌握在少数几家大型TFT-LCD厂家中，这些大型TFT-LCD厂家对OLED的态度很关键。除非这些厂家已经完全掌握了OLED的生产诀窍，否则他们不会轻易投入，这就决定现阶段OLED局限在少数几个厂家手中，如三星。基本上三星一家独大，这对产业发展很不利。

　　OLED必须摆脱LTPS TFT基板，否则很难和传统的TFT-LCD比拼成本。再有就是分辨率的问题，相同尺寸OLED的分辨率不易做到和传统TFT-LCD相比。也就是说OLED的像素分布数不高，因此OLED比较适合稍大的尺寸，如3英寸以上的，但是尺寸太大则成本优势更差。

　　由于SMD在小尺寸OLED领域占据霸主地位，其它厂家多开发大尺寸OLED，大尺寸OLED无法适用LTPS技术，因为LTPS最高不过4.5代线。并且即便做到更高的6代或7代，成本竞争力也极差。

　　由于资源大多掌握在三星SMD一家手中，OLED显示屏也只有三星一家力推，因此未来小尺寸AM OLED不会有太大的发展空间。手机大厂中除三星都不具备AM OLED的上游资源，而OLED的价格还是稍高于TFT-LCD。预计到2012年，手机中OLED屏只占手机屏市场金额的5%。

　　OLED电视方面，目前商业化的只有索尼的11英寸和LG的15英寸，其价格异常高昂，原因在于其成品率极低（低于30%），而TFT-LCD可以达到99%以上。拥有制造OLED电视能力和潜力的厂家无一例外是TFT-LCD大厂，这些厂家在TFT—LCD上投资没有全部收回前不会全心全意投入OLED电视。

　　OLED在设备方面局限性也很大，目前OLED的生产设备只有TOKKI和ULVAC两家。TOKKI是主力，其玻璃基板尺寸最大只有370mm*470mm。其发光材料方面主要是杜邦、BASF和出光兴产，这些化工巨头对这个规模只有TFT-LCD 1%的市场也没有太多兴趣。

　　OLED和TFT-LCD相比，TFT-LCD 75%的成本来自原材料。无论生产线的尺寸变多大，TFT-LCD原材料所占的比例都不会下降，而OLED中原材料所占成本不到25%。TFT-LCD发展到今天，已经无法进一步有效降低成本。一旦OLED成品率提高到70%，TFT-LCD便无容身之地。大趋势已经确定，OLED是未来之星。

Compared with TFT-LCD, cost on raw materials of OLED is at least 70% lower; because OLED needs not polarizing plate, backlight module or color filter. However, OLED is still in a dilemma. In 2009, Active Matrix OLED emerged, and OLED TV also made its debut. The growth of OLED speeds up, but bottleneck still exists.

OLED has very weak anti-oxidation ability, which restricts its development. Moreover, OLED equipment has to be driven by high electric current; therefore LTPS-TFT substrate is a must for it.

LTPS keeps cost of OLED at a high level. At present, OLED suffers losses in business. Most TFT-LCD manufactures have finished amortization of old production lines. LTPS TFT is controlled by a few large-sized TFT-LCD manufactures; therefore their attitude towards OLED is a key for development of OLED. Unless they have a full command of OLED production techniques, they will not involve in OLED production. In consequence, OLED is currently controlled by few giants such as Samsung; which is unfavorable for OELD industry.

OLED must break away from LTPS TFT substrate, and also improve resolution for competing with traditional TFT-LCD. With the same size, resolution of OLED is much weaker than that of TFT-LCD. Therefore, OLED fits for large-sized screen (above 3 inches), yet, the bigger size is, the more cost will be.

SMD monopolizes the small-sized OLED market; therefore other producers try to develop large-sized OLED market, but LTPS technology is not suitably employed to large-sized OLED. Even LTPS technology gets improved even high up to sixth generation or seventh generation, it is still rather poor in cost efficiency.

SMD controls most resources, so OLED display market is also dominated by Samsung. Small-sized AM OLED will not see greater development in the future. As a mobile phone producer Samsung doesn’t possess upstream resources of AM OLED. Due to higher cost of OLED, it is forecasted that mobile phone with OLED display will just account for 5% market share.

Sony 11-inch and LG 15-inch OLED TV have been commercialized, but their prices are extremely high due to their low rate of finished products (below 30%); while rate of TFT-LCD finished products can reach above 99%. Just a few TFT-LCD giants can produce OLED TV sets. However, they will not be completely involved in OLED TV production until they take back all investment.

At present, only TOKKI and ULVAC produce OLED equipments. TOKKI is an important one, its largest glass substrate size is 370mm*470mm. DuPont, BASF and IDEMITSU KOSAN are the key producers of luminescent materials, but these chemical giants are not interested in this market, just 1% of TFT-LCD market.

75% cost of TFT-LCD originates from raw materials, while cost of OLED on raw materials just accounts for less than 25%. TFT-LCD has had no means to reduce cost efficiently today; once the rate of finished OLED products improves to 70%, there will be no room for TFT-LCD in the future. Therefore, OLED industry has a bright future.

目录第一章：OLED简介
1.1、OLED简介
1.2、OLED制造
1.3、OLED制备材料
1.4、OLED技术进化路线
1.5、OLED新技术

第二章：OLED产业与市场
2.1、OLED产业链
2.2、OLED市场
2.3、OLED应用
2.4、OLED产业
2.5、OLED前景预测
2.6、手机显示屏技术发展趋势

第三章：全球中小显示屏市场与产业
3.1、全球中小显示屏市场
3.2、手机市场
3.2.1、全球手机市场
3.2.2、中国手机市场
3.3、数码相机
3.3.1、数码相机市场
3.3.2、数码相机产业
3.4、GPS导航
3.5、全球中小尺寸厂家排名
3.6、全球及中国手机显示屏市场占有率

第四章：OLED厂家研究
4.1、铼宝
4.2、奇晶光电
4.3、悠景
4.4、维信诺
4.5、四川虹视
4.6、东北先锋
4.7、三星移动视界
4.8、LG显示
4.9、友达
4.10、TMD
4.11、索尼
4.12、信利

第五章：OLED周边厂家研究
5.1、OLED周边厂家概述
5.2、TOKKI
5.3、ULVAC
5.4、晶门科技

1. OLED Intro
1.1 Introduction
1.2 OLED manufacture
1.3 Raw materials for OLED
1.4 OLED technology Course
1.5 New OLED technologies

2. OLED Industry and Market
2.1 OLED Industry Chain
2.2 OLED Market
2.3 OLED Applications
2.4 OLED Industry
2.5 OLED Outlook
2.6 Trends of Mobile Phone Display Technology

3. Global Medium- and Small-sized Display Market and Industry
3.1 Global Medium- and Small-sized Display Market
3.2 Mobile Phone Market
3.2.1 Global Mobile Phone Market
3.2.2 China Mobile Phone Market
3.3 Digital Camera
3.3.1 Digital Camera Market
3.3.2 Digital Camera Industry
3.4 GPS Navigation
3.5 Ranking of Global Medium- and Small-sized Display Manufacturers
3.6 Market Share of Global and China Mobile Phones Display Industry

4. OLED Manufacturers
4.1 RiTdisplay Corporation
4.2 Chi Mei EL Corp
4.3 Univision Technology
4.4 Visionox
4.5 Sichuan CCO
4.6 Tohoku Pioneer
4.7 Samsung Visual Field
4.8 LG Innotek
4.9 AUO
4.10 TMD
4.11 Sony
4.12 Truly

5.OLED Peripheral Manufacturers
5.1 Overview
5.2 TOKKI
5.3 ULVAC
5.4 Solomon Systech

OLED结构
OLED制造流程
OLED产业链
2006-2016年全球OLED市场规模统计及预测
2007年1季度-2009年3季度各类型OLED出货量统计及预测
2007年1季度-2009年3季度各类型OLED出货金额统计及预测
2007-2014年手机显示屏市场技术分布
2007-2014年手机显示屏市场规模尺寸分布
2004-2011年数码相机出货量统计及预测
2008年全球主要数码相机厂家市场占有率
2007-2013年全球汽车GPS导航市场规模统计及预测
2007-2013年全球汽车GPS导航出货量统计及预测
2006-2010年全球汽车GPS导航出货量地域分布
2008年全球汽车嵌入式GPS导航主要厂家市场占有率
2008年全球汽车售后GPS导航主要厂家市场占有率
2009年全球手机显示屏主要厂家市场占有率预测（按收入）
2009年中国手机显示屏主要厂家市场占有率预测（按收入）
SMD 2008年1季度-2009年4季度收入与运营利润率统计及预测
SMD 2008年1季度-2009年4季度出货量与平均销售额价格统计及预测
LG显示2002-2008年收入与毛利率统计
LG显示2002-2008年收入与运营利润率统计
2008年2季度-2009年2季度LG显示出货量与平均价格统计
2008年3季度-2009年2季度LG显示产品下游应用分布
2008年2季度-2009年2季度LG显示各生产线产能一览
LG显示各生产线分布
LG显示OLED路线图
2004-2009年友达收入与运营利润率统计
2008年2季度-2009年2季度友达产品下游应用分布
2008年2季度-2009年2季度大尺寸面板平均售价
2008年2季度-2009年2季度友达出货量与平均价格
2008年2季度-2009年2季度友达中小尺寸出货量
XEL-1面板结构
索尼独有的Super Top Emission技术
2001-2008年信利半导体毛利率、纯利率、运营利润率统计
2002-2008年信利收入与毛利率统计
2005-2010财年TOKKI收入与运营利润统计及预测
2005-2010财年TOKKI订单金额统计及预测
2006-2009财年TOKKI产品收入结构
2006-2009财年TOKKI地域收入结构
2004-2009财年TOKKI定单构成比
TOKKI量产OLED系统图
TOKKI试产OLED系统图
TOKKI试产OLED系统参数
TOKKI试验产OLED系统图
TOKKI试验产OLED系统参数
2002财年-2010财年ULVAC订单金额产品分布
2002财年-2010财年ULVAC收入产品分布
ULVAC OLED系统
2003-2008年AIXTRON收入统计
2003-2008年AIXTRON净利润统计
2003-2008年AIXTRON运营利润统计
AIXTRON全部分布
2003-2008年AXITRON员工数量统计
2008年AXITRON产品下游应用比例
2008年AXITRON地域收入分布
2008年AXITRON产品收入技术分布
2006-2008年AXITRON市场占有率
2008、2009年上半年晶门科技出货量技术类型分布
2003-2008年晶门科技收入与毛利率统计
2003-2008年晶门科技产品平均销售价格统计
2003-2008年晶门科技产品平均销售价格变化幅度
2003-2008年晶门科技各类产品出货量统计
2003-2008年晶门科技出货量结构

全球OLED厂家产业链分布
2009年1季度AM OLED与TFT-LCD价格比较
2008年全球前十三大品牌厂家出货量统计
2008年中国手机产量前25大厂家产量排行
2008年中国手机出口前23个国家及地区
数码相机代工关系及主要生产厂家出货量
2007、2008年18家全球主要中小尺寸面板厂家收入排名
2009年1-7月全球主要中小LCD面板厂家收入统计
铼宝各产品一览
奇晶光电主要产品
悠景产品一览
四川虹视产品一览
东北先锋产品一览
SMD TFT-LCD产品一览
SMD OLED产品一览
LG显示手机用CELL特性一览
LG显示OLED产品一览
2009年2、3季度友达各生产线产能
友达手机TFT-LCD产品
2003-2008年TMD收入统计
TMDisplay TFT-LCD面板生产线
TMDisplay手机显示屏产品一览
信利中小显示屏参数一览
TOKKI量产OLED系统参数

OLED Structure
OLED Production Flow
OLED Industry Chain
Global OLED Market Scale, 2006-2016E
Shipment of OLED by Type, 2007Q1-2009Q3
Shipment Value of OLED by Type, 2007Q1-2009Q3
Mobile Phone Display Market Distribution by Technology, 2007-2014E
Size Distribution in Mobile Phone Display Market, 2007-2014E
Shipment of Digital Camera, 2004-2011E
Market Share of World’s Main Digital Camera Manufacturers, 2008
Global Automotive GPS Navigation Market Scale, 2007-2013E
Global Automotive GPS Navigation Shipment, 2007-2013E
Global Automotive GPS Navigation Shipment by Region, 2006-2010E
Market Share of World’s Key Auto Embedded GPS Navigation Manufacturers, 2008
Market Share of World’s Key Auto Aftermarket GPS Navigation Manufacturers, 2008
Market Share of World’s Key Mobile Phone Display Producers, 2009E (by Revenue)
Market Share of Key Mobile Phone Display Producers in China, 2009E(by Revenue)
Revenue and Operating Profit Margin of SMD, 2008Q1-2009Q4E
Shipment and Average Sales Price of SMD, 2008Q1-2009Q4E
Revenue and Gross Profit Margin of LG Innotek, 2002-2008
Revenue and Operating Profit Margin of LG Innotek, 2002-2008
Shipment and Average Sales Price of LG Innotek, 2008Q2-2009Q2
Products’ Downstream Applications of LG Innotek, 2008Q3-2009Q2
Capacities of Production Lines of LG Innotek, 2008Q2-2009Q2
Production Lines Distribution of LG Innotek
OLED Roadmap of LG Innotek
Revenue and Operating Profit Margin of AUO, 2004-2009
Products’ Downstream Applications of AUO, 2008Q2-2009Q2
Average Sales Price of large-sized Panels of AUO, 2008Q2-2009Q2
Shipment and Average Sales Price of AUO, 2008Q2-2009Q2
Shipment of Medium- and Small-sized Panels of AUO, 2008Q2-2009Q2
XEL-1 Panel Structure
Super Top Emission Technology of Sony
Gross Profit Margin, Net Profit margin and Operating Profit Margin of Truly Semiconductor, 2001-2008
Revenue and Gross Profit Margin of Truly Semiconductor, 2002-2008
Revenue and Operating Profit Margin of TOKKI, FY2005-2010E
Orders’ Value of TOKKI, FY2005-2010E
Revenue Structure of TOKKI by Product, FY2006-2009
Revenue Structure of TOKKI by Region, FY2006-2009
Order Structure of TOKKI, FY2004-2009
Mass Production of OLED Systems of TOKKI
Trial Production of OLED Systems of TOKKI
Trial Production of OLED Systems Parameters of TOKKI
Orders’ Value of ULVAC of ULVAC by Product, FY2002-2010E
Revenue of ULVAC by Product, FY2002-2010E
OLED System of ULVAC
Revenue of AIXTRON, 2003-2008
Net Profit of AIXTRON, 2003-2008
Operating Profit of AIXTRON, 2003-2008
AIXTRON Distribution
Employees of AIXTRON, 2003-2008
Downstream Application of AXITRON’s Products, 2008
Revenue of AIXTRON by Region, 2008
Revenue of AIXTRON by Product, 2008
Market Share of AIXTRON, 2006-2008
Shipment of Solomon Systech by Technical Standard, 2003-2009
Revenue and Gross Profit Margin of Solomon Systech, 2003-2008
Statistics on Average Sales Price of Solomon Systech, 2003-2008
Changes in Average Sales Price of Solomon Systech, 2003-2008
Shipment of Solomon Systech by Products, 2003-2008
Shipment Structure of Solomon Systech, 2003-2008
World’s Manufacturers in OLED Industry Chain
Price Comparison of AM OLED and TFT-LCD, 1Q 2009
Shipment of World’s 13 OLED Giants, 2008
Top 25 Mobile Phone Vendors by Output in China, 2008
Top 23 Target Export Countries and Regions of China Mobile Phone, 2008
Digital Camera OEM and Shipment of Key Manufacturers
Ranking of Global 18 Medium and Small-sized Panel Producers by Revenue, 2007-2008
Revenue of Global Keu Medium and Small-sized LCD Panel Producers, Jan-Jul 2009
Products of RiTdisplay Corporation
Products of Chi Mei EL Corp
Products of Univision Technology
Products of Sichuan CCO
Products of Tohoku Pioneer
TFT-LCD Products of SMD
OLED Products of SMD
Characteristics of Mobile Phone Cell of LG Innotek
OLED Products of LG Innotek
Production Capacity of production Lines of AUO, 2009Q2, Q3
Revenue of TMD, 2003-2008
TFT-LCD Panel production Line of TMDisplay
Mobile Phone Display Products of TMDisplay
Medium- and Small-sized Display Parameters of Truly Semiconductor
System Parameters of Mass produced OLED of TOKKI

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