Research report on the current situation and investment opportunities of the global OLED industry pr

Mondo Finance Updated on 2024-01-30

Docking personnel": [Zhou Wen].

Last revision date: [December 2023].

Report format: text + electronic version + CD-ROM].

Service content: Provide data research and analysis + update services

Directory. The content is omitted...

1.1.2 OLED structure analysis.

1) Structure and principle of OLED.

2) OLED luminescent materials.

1.1.3 OLED Product Classification.

1.1.4 Analysis of the significance of the development of the OLED industry.

1.2 Analysis of the development environment of the OLED industry.

1.2.1 OLED industry policy environment analysis.

2) Introduction to industry alliances.

3) Industry development policies and planning.

4) OLED-related industrial policies.

1.2.2 Analysis of the economic environment of the OLED industry.

1) Analysis of international macroeconomic trends and**.

2) Analysis of the domestic economic situation and**.

1.2.3 Analysis of the social environment of the OLED industry.

1) The growth of residents' income.

3) Analysis of urbanization process.

4) Analysis of the degree of social informatization.

1.2.4 Analysis of the technical environment of the OLED industry.

1) OLED performance characteristics.

3) OLED process.

4) Analysis of OLED patent application and acquisition.

5) OLED product development route analysis.

6) Research progress on productization technology of OLED industry in China.

1) OLED flexible display.

2) OLED lighting.

3) Large-size OLED TVs.

8) Analysis of OLED technology development trend.

Chapter 2: Analysis of the development status and dynamics of the global OLED industry.

2.1 Overview of the development of the global OLED industry.

2.1.1 Analysis of the development of the global OLED industry.

2) Development status.

2.1.2 The production capacity of global OLED companies.

2.1.3 The development status of the global AMOLED industry.

1) The development status of the global AMOLED industry.

2.2 Analysis of key countries and regions in the global OLED industry.

2.2.1 Analysis of the development of OLED industry in Japan.

2) Japan's OLED industry planning.

2.2.2 Analysis of the development of the OLED industry in South Korea.

1) The development status of the OLED industry in South Korea.

2) South Korea's OLED industry planning.

2.2.3 Analysis of the development of OLED industry in the United States.

1) The current status of OLED development in the United States.

2) OLED industry planning in the United States.

2.2.4 Analysis of the development of OLED industry in Europe.

2) European OLED industry planning.

2.2.5 Analysis of the development of OLED industry in Taiwan, China.

1) The development status of the OLED industry in Taiwan, China.

2) OLED industry planning in Taiwan, China.

2.3 Analysis of the competitive situation of the global OLED industry.

2.3.1 Analysis of the competitive landscape of the global OLED industry.

2) OLED midstream enterprises.

3) OLED downstream enterprises.

2.3.2 The competitive development trend of the global OLED industry.

2.4 Analysis of the impact of the global OLED industry development on China.

2.4.1 Analysis of the opportunities brought by the development of the global OLED industry to the Chinese market.

2) China is currently the world's largest OLED application market.

3) In the future, the global OLED market will be dominated by China and South Korea.

2.4.2 Analysis of the challenges brought by the development of the global OLED industry to the development of the Chinese market.

1) Europe, the United States, Japan and South Korea have strong strength in OLED patents, and China is in the preliminary stage in the patent field.

Chapter 3: Analysis of the development status of China's OLED industry.

3.1 Overview of the development of China's OLED industry.

3.1.2. Industrial development stage.

3.1.3. Analysis of the construction of key industrial projects.

3.2 Supply analysis of China's OLED industry market.

3.2.2. The scale of industry and enterprise production capacity.

1) The scale of industrial production capacity and **.

2) The situation of the existing production line.

3.3 Market demand analysis of China's OLED industry.

3.3.2. Imports of industrial products.

3.4. Summary of the current situation of industrial supply and demand and analysis of future trends.

3.4.2 Industry trend analysis.

3.5 Analysis of the main problems faced by the development of China's OLED industry.

3.5.2 Technology research and development capabilities are still insufficient.

3.5.3 The core equipment is dependent on imports.

Chapter 4: Analysis of the competitive status and competitive landscape of China's OLED industry.

4.1 Investment status of OLED industry.

4.2 Analysis of the competitive intensity of the OLED industry.

4.2.2 Potential entrant threats in the industry.

4.2.3. Upstream ** bargaining power.

4.2.4. Bargaining power of downstream customers.

4.2.6 Summary of the competitive intensity of the OLED industry.

4.3 The competitive landscape of the OLED industry's subdivided product market.

4.3.2 Competitive landscape of China's PMOLED product enterprises.

4.4 OLED industry enterprises brand competition pattern distribution.

Chapter 5: Panoramic deconstruction of the OLED industry chain.

5.1 OLED industry chain structure analysis.

5.2 Cost analysis of OLED industry chain.

5.2.2 The relationship between OLED screen yield and cost.

5.3. Upstream of OLED industry chain.

5.3.1 OLED devices.

2) Competitive landscape for OLED devices.

5.3.2 Raw materials.

5.3.3 Components.

Chapter 6: Analysis of the main application areas of OLED products.

6.1 OLED application scenarios and market structure analysis.

6.2 Analysis of OLED screen mobile phone industry applications.

6.2.2 The development status of OLED screen mobile phone applications.

6.2.3 OLED screen mobile phone market prospect analysis.

6.3 Analysis of OLED TV industry applications.

6.3.2 The development status of OLED TV applications.

6.3.3 OLED TV market prospect analysis.

6.4 Analysis of OLED vehicle display system application.

6.4.2 The development status of OLED vehicle display applications.

6.4.3 OLED vehicle display market prospect analysis.

6.5 Anatomy of OLED Display Wearable Device Applications.

6.5.2 OLED display wearable device application development status.

6.5.3 OLED display wearable device market prospect analysis.

6.6 Analysis of OLED lighting industry applications.

6.6.2 Development status of OLED lighting applications.

6.6.3 OLED lighting market prospect analysis.

Chapter 7: Development Trend of Key Regions of China's OLED Industry.

7.1 General overview of the regional development of the OLED industry.

7.2 Analysis of the development trend of OLED industry in the Pearl River Delta region.

7.2.2 Analysis of production lines in the Pearl River Delta region of the OLED industry.

7.3 Analysis of the development trend of the OLED industry in the Yangtze River Delta region.

7.3.1. The development environment of the OLED industry in the Yangtze River Delta region.

2) Shanghai.

7.3.2 Analysis of production lines in the Yangtze River Delta region of OLED industry.

7.4 Analysis of the development trend of the OLED industry in the central and western regions.

7.4.1. The development environment of the OLED industry in the central and western regions.

2) Chongqing Municipality.

3) Hubei Province.

7.4.2 Analysis of production lines in the central and western regions of the OLED industry.

7.5 Analysis of the development trend of OLED industry in Beijing-Tianjin-Hebei region.

7.5.2 Analysis of production lines in the Beijing-Tianjin-Hebei region of the OLED industry.

7.6 Analysis of the development trend of the OLED industry around Fujian and Taiwan.

7.6.1. The development environment of OLED industry in Fujian and Taiwan.

2) Analysis of Taiwan's industrial environment.

7.6.2 Analysis of production lines in Fujian and Taiwan of OLED industry.

Chapter 8: Case studies of leading companies in the OLED industry.

8.1 Overview of the development of leading enterprises in the OLED industry.

8.1.2 OLED enterprise classification.

1) R&D units.

2) Industrialization.

3) Driver IC

8.2 Analysis of the production and operation of key foreign OLED enterprises.

8.2.1 Analysis of the production and operation of Samsung Group in South Korea.

2) Business conditions.

3) OLED business development analysis.

8.2.2 Analysis of LG Display's production and operation.

1) Introduction to enterprise development.

3) Business conditions.

4) OLED business development analysis.

8.2.3 Analysis of the production and operation of JDI in Japan.

2) Business conditions.

3) Analysis of the development of OLED industry of enterprises.

8.3 Analysis of the production and operation of key OLED enterprises in China.

8.3.1 BOE Technology Group shares***

1) Brief analysis of enterprise development.

2) Analysis of the company's main business and products.

3) Enterprise OLED business analysis.

4) Analysis of the technical level of the enterprise.

5) Analysis of enterprise business layout.

6) Analysis of business conditions.

8.3.2 Shanghai Hehui Optoelectronics***

1) Brief analysis of enterprise development.

2) Analysis of the company's main business and products.

3) Enterprise OLED business analysis.

5) Analysis of the advantages and disadvantages of the company's operating conditions.

8.3.3 Shenzhen Royole Technology***

1) Brief analysis of enterprise development.

2) Analysis of the company's main business and products.

3) Enterprise OLED business analysis.

4) Analysis of the technical level of the enterprise.

5) Analysis of business conditions.

6) Analysis of the advantages and disadvantages of the company's operating conditions.

8.3.4 Tianma Microelectronics Co., Ltd. ***

1) Brief analysis of enterprise development.

2) Analysis of the company's main business and products.

3) Enterprise OLED business analysis.

4) Analysis of the technical level of the enterprise.

5) Analysis of enterprise business layout.

6) Analysis of business conditions.

7) Analysis of the advantages and disadvantages of the company's operating conditions.

8.3.5 Xinli Semiconductor***

1) Brief analysis of enterprise development.

2) Analysis of the company's main business and products.

3) OLED business development analysis.

5) Analysis of enterprise business layout.

6) Analysis of the advantages and disadvantages of the company's operating conditions.

8.3.6 Beijing Visionox Technology***

2) Analysis of the main business and products of the enterprise.

3) Analysis of the technical level of the enterprise.

4) Analysis of business conditions.

5) Analysis of the advantages and disadvantages of the company's operating conditions.

8.3.7 Sichuan Hongshi display technology***

1) Brief analysis of enterprise development.

3) Enterprise OLED product R&D analysis.

4) Analysis of the advantages and disadvantages of the company's operating conditions.

8.3.8 Shenzhen Huaxing Optoelectronics Technology***

1) Brief analysis of enterprise development.

2) Analysis of the company's main business and products.

3) Analysis of enterprise production capacity.

4) Analysis of the development of OLED industry of enterprises.

6) Analysis of the advantages and disadvantages of the company's operating conditions.

8.3.9 AUO Taiwan Optoelectronics Co., Ltd. ***

1) Introduction to enterprise development.

2) Analysis of the company's main business and products.

4) Analysis of the technical level of the enterprise.

5) Business operation.

8.3.10 Taiwan Rhenium Technology Co., Ltd. ***

1) Introduction to enterprise development.

3) Analysis of the development of OLED industry of enterprises.

4) Analysis of the technical level of the enterprise.

8.4 Analysis of the production and operation of OLED upstream material enterprises.

8.4.1 Xi'an Ruilian New Materials Co., Ltd. ***

2) Analysis of business conditions.

3) OLED business development analysis.

4) Enterprise OLED business investment analysis.

5) Analysis of the advantages and disadvantages of the company's operating conditions.

8.4.2 Jilin Olaide Optoelectronic Materials Co., Ltd. ***

1) Brief analysis of enterprise development.

2) Enterprise OLED business analysis.

4) Analysis of the advantages and disadvantages of the company's operating conditions.

8.4.3 Beijing Agrea Science and Technology Development***

2) Enterprise OLED business analysis.

3) OLED technical analysis of enterprises.

4) Analysis of the advantages and disadvantages of the company's operating conditions.

8.4.4 Zhejiang Yongtai Technology Co., Ltd. ***

1) Brief analysis of enterprise development.

2) OLED business development analysis.

4) Analysis of the advantages and disadvantages of the company's operating conditions.

8.4.5 Zhongying Electronics Co., Ltd. ***

1) Brief analysis of enterprise development.

2) OLED business development analysis.

3) Analysis of business conditions.

4) Analysis of the advantages and disadvantages of the company's operating conditions.

8.4.6 Shenzhen Qingyi Optoelectronics Co., Ltd. ***

2) Analysis of business conditions.

3) R&D analysis of OLED technology of enterprises.

4) Analysis of the advantages and disadvantages of the company's operating conditions.

8.4.7 Tunghsu Group***

1) Brief analysis of enterprise development.

3) Enterprise OLED business analysis.

4) Analysis of the advantages and disadvantages of the company's operating conditions.

8.4.8 Kunshan Yunshengji Optoelectronics Technology***

1) Brief analysis of enterprise development.

2) Analysis of business conditions.

4) Analysis of the advantages and disadvantages of the company's operating conditions.

8.4.9 China CSG Group Co., Ltd. ***

1) Brief analysis of enterprise development.

2) Analysis of the company's main business and products.

3) Enterprise OLED business analysis.

5) Analysis of business conditions.

8.4.10 Kangde New Composite Materials Group Co., Ltd. ***

1) Brief analysis of enterprise development.

2) Analysis of the company's main business and products.

3) Enterprise OLED business analysis.

4) Analysis of enterprise business layout.

Chapter 9: Investment Prospects and Recommendations for China's OLED Industry.

9.1 Evaluation of the attractiveness of the OLED industry market.

9.1.2 Evaluation of the attractiveness of the OLED industrial application market.

9.2 Analysis of investment characteristics of OLED industry.

9.2.2. OLED industry investment risk warning.

2) Raw material risk.

3) Technical risks.

4) Financial risk.

5) Policy risk.

9.2.3 Analysis of the profitability of the OLED industry.

9.3 OLED industry development prospects and investment opportunities analysis.

9.3.2 Analysis of the development trend of OLED industry.

1) Will completely replace the LCD screen.

2) Flexible OLED

9.3.3 OLED industry investment opportunity analysis.

1) Analysis of investment opportunities in the industrial chain.

2) Analysis of investment opportunities in key regions.

9.4 Competitive strategy and sustainable development suggestions for the OLED industry.

9.4.1 Analysis of industry competitive strategy.

1) Analysis of the competitive form of China's OLED industry.

1) Analysis of the competitive strategy of OLED manufacturers.

9.4.2 Industry sustainability recommendations.

2) We should actively guide and coordinate the development of the industry.

3) Pay attention to the integration of upstream and downstream industrial chains.

Table of Contents of Charts. Figure 1: Introduction to OLED.

Figure 2: Basic structure of OLED.

Figure 3: Comparison of OLED and LED and LCD structures.

Figure 4: OLED luminescence principle.

Figure 5: An overview of the classification of OLED materials.

Figure 6: Selection requirements for different parts of OLED.

Exhibit 7: OLED product segment.

Figure 16: China's urbanization rate from 2013 to 2023 (unit: %)

Figure 17: China's urban and rural Internet penetration rate from 2015 to 2023 (unit: %)

Figure 18: OLED performance characteristics.

Figure 19: OLED display features.

Figure 20: OLED process.

Exhibit 21: A brief overview of the current state of OLED patents.

Figure 22: Number of OLED patents in China from 2013 to 2023 (unit: pieces, %)

Exhibit 23: China's top 20 OLED patent applicants as of 2023 (unit: pieces, %)

Figure 24: China's top 10 OLED patented technologies as of 2023 (unit: pieces).

Exhibit 25: OLED Technology Roadmap.

Exhibit 26: Difficulties in the development of OLED technology.

Exhibit 27: Global OLED display panel shipments from 2018 to 2023** (unit: million units).

Exhibit 28: Global OLED display panel market size from 2017 to 2023 (unit: USD 100 million)

Figure 29: Production lines of global OLED companies (incomplete statistics).

Exhibit 30: 2018-2023 global AMOLED display panel shipments and** (unit: million pieces).

Exhibit 31: Global AMOLED display panel market size and ** (unit: USD billion) from 2018 to 2023

Exhibit 32: Challenges of industrialization of AMOLED technology.

Exhibit 33: Current status of OLED production capacity in Japan.

Exhibit 34: Current status of OLED production capacity in South Korea.

Exhibit 35: Eastern Kodak's licensing of basic patents for small molecule OLEDs.

Exhibit 36: Basic patent licensing of CDT's polymer OLED camp.

Figure 37: The largest OLED lighting panel has been developed for the OLED100EU project in Europe.

Figure 38: OLED production lines of Taiwanese companies.

Exhibit 39: Global OLED organic materials market share in 2023 (unit: %)

Exhibit 40: Global OLED midstream companies with comprehensive yield ratio.

Exhibit 50: Investment in 6th generation OLED production lines in China (unit: k per month).

Exhibit 51: OLED Industry Potential Entrant Threat Analysis.

Figure 52: Analysis conclusion of the five forces model of China's OLED industry.

Exhibit 53: OLED Quarterly Revenue by Application (USD millions), 2018-2023

Exhibit 54: Smartphone OLED** market share in 2023 (unit: %)

Exhibit 55: 2018-2023 change in market share of smart watch OLED** vendors (unit: %)

Exhibit 56: OLED industry chain.

Exhibit 57: OLED Manufacturing Cost Composition (in %)

Figure 58: 55"FHD OLED yield vs. cost (module) (unit: $, Exhibit 59: OLED applications.

Figure 60: Global mobile phone OLED (rigid, flexible) panel shipments from 2018 to 2023 (unit: 100 million pieces).

Figure 61: Statistics of China's smartphone OLED shipments from 2017 to 2023 (unit: million pieces).

Figure 62: OLED screen usage rate of mobile phones by brand from 2015 to 2023 (unit: %)

Exhibit 63: OLED mobile phone panel penetration rate and forecast from 2016 to 2023 (unit: %)

Exhibit 64: Analysis of the advantages and disadvantages of OLED TVs.

Figure 65: Global OLED TV panel shipments from 2014 to 2023 (unit: 10,000 units).

Figure 66: OLED OEMs' Presence in the Automotive Field.

Figure 67: Requirements for display applications in in-vehicle projects.

Exhibit 68: Global wearable device shipments from 2014 to 2023 (unit: 10,000 units, %)

Exhibit 69: Introduction to OLED lighting technology.

Figure 70: OLED manufacturers' lighting layout.

Exhibit 71: Distribution of listed OLED companies in China.

Exhibit 72: Analysis of OLED production lines in the Pearl River Delta region (unit: 100 million yuan, k per month).

Figure 73: Analysis of OLED production lines in the Yangtze River Delta region (unit: 100 million yuan, k per month).

Exhibit 74: OLED Production Line Analysis in Midwest Region (Unit: 100 million yuan, k per month).

Exhibit 75: Analysis of OLED production lines in the Beijing-Tianjin-Hebei region (unit: 100 million yuan, k per month).

Exhibit 76: Analysis of OLED production lines in Fujian and Taiwan (unit: k per month).

Exhibit 77: Major Chinese equipment manufacturers in the upstream of the OLED industry.

Exhibit 78: OLED industry downstream companies.

Exhibit 79: Profile of Samsung Group's development.

Figure 80: Samsung Electronics' business performance from 2014 to 2023 (in trillion won).

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