8鏈�31鏃ワ紝2019涓湅鍦嬮殯OLED鐢�(ch菐n)妤�(y猫)澶ф渻閫�(j矛n)鍏ョ敘(ch菐n)妤�(y猫)閺堣珫澹囩挵(hu谩n)绡�(ji茅)锛�7浣嶈瑳甯櫥鑷烘紨璎涳紝甯朵締涓�鍫碠LED鐭ヨ瓨闋叇棰�(f膿ng)鏆淬�備互涓嬬偤鍚勫�嬭瑳甯紨璎涚殑鏍稿績瑕侀粸(di菐n)銆�
鍗板埛OLED鍙兘鎴愮偤涓湅褰庨亾瓒呰粖鐨勬(j墨)鏈�
IHS Markit楂樼礆鐮旂┒鍒嗘瀽甯潕鑰�
闋�(y霉)瑷堝埌2025骞达紝鏁撮珨椤ず灞忓競鍫存敹鐩婇仈(d谩)鍒�1200鍎勭編閲戯紝鍏朵腑OLED闈㈡澘寤犲晢鏀剁泭閬�(d谩)鍒�490鍎勭編閲戙�備絾OLED涔熼潰鑷ㄨ憲鎶�琛�(sh霉)鐨勬寫鎴�(zh脿n)鍜屽晱椤岋紝姣斿鍙姌鐤婃墜姗�(j墨)鐨勭郴绲�(t菕ng)鍖归厤鎬т互鍙婄‖浠朵笂鐨勪笉瓒�——鍩轰簬涓嶈壇鍥犵礌鐨勮�冩叜锛岄潰鏉垮粻鑰冩叜鍦ㄤ笅涓�浠ｅ彲鎶樼枈灞忎腑鐢ㄨ秴钖勭幓鐠冩浛浠ｉ�忔槑PI銆�
鍙︿竴鏂归潰锛屾櫤鑳芥墜姗�(j墨)绲傜鏆楅粦妯″紡姝ｉ�愭几鎺ㄥ嚭銆傛殫榛戞ā寮忔湁鍔╀簬寤堕暦瑷�(sh猫)鍌欑殑绾�(x霉)鑸紝鏀瑰杽OLED灞忓箷鐨勫＝鍛藉晱椤岋紝鏈夋湜鎺ㄥ嫊OLED鍑鸿波閲忕殑閫�(j矛n)涓�姝ュ闀枫��
鎶�琛�(sh霉)涓婏紝鍦ㄦ墜姗�(j墨)鏂归潰锛孫LED瑾�(di脿o)鍏夋妧琛�(sh霉)灏囨槸鏈締OLED楂樼鐢�(ch菐n)鍝佺殑蹇呰閰嶇疆锛�3.25D/3.5D鎵嬫(j墨)鐨勮布鍚堛�佷寒搴﹁瓨鍒ャ�佸厜瀛�(xu茅)瑁�(b菙)鍎熶篃鏄湭渚哋LED闈㈡澘鍦ㄧ敓鐢�(ch菐n)閬庣▼涓渶瑕佽В姹虹殑鍟忛銆傚湪闆昏鏂归潰锛�8K閫愭几鎴愮偤妯�(bi膩o)閰嶏紝鐐烘豢瓒抽�欑ó闇�姹傦紝鎶�琛�(sh霉)涓婇渶瑕侀��(j矛n)琛屼竴绯诲垪鏀归��(j矛n)銆傜洰鍓嶅ぇ灏哄OLED鎶�琛�(sh霉)浠ラ煋鍦婰G鐨刉OLED鎶�琛�(sh霉)鐐轰富锛屽嵃鍒稯LED鍙兘鎴愮偤涓湅褰庨亾瓒呰粖鐨勬(j墨)鏈冦�侷HS瑾�(r猫n)鐐猴紝鍗板埛OLED鏇撮仼鍚堜腑绛変笘浠ｇ窔鐢熺敘(ch菐n)涓皬灏哄鐨勯潰鏉匡紝闅ㄨ憲鎶�琛�(sh霉)閫�(j矛n)涓�姝ョ殑鎴愮啛锛屾湁鏈涘線灏忓昂瀵告墜姗�(j墨)鍜屽ぇ灏哄闆昏鐧�(f膩)灞曘�傚嵃鍒稯LED鑳芥湁鏁堢瘈(ji茅)绱勬垚鏈紝鍦ㄧ浉鍚岀殑鎶�琛�(sh霉)鎴愮啛搴︺�佹潗鏂欐垚鐔熷害鍜岃壇鐜囦笅锛屽嵃鍒稯LED姣斿父瑕�(gu墨)鐨刉OLED绡�(ji茅)鐪�25%銆�
涓夊ぇ鎶�琛�(sh霉)绐佺牬锛岄�犲氨鏇村ソ鐨凮LED TV
娴蜂俊闆诲瓙淇℃伅闆嗗湗(tu谩n)椤ず鐮旂櫦(f膩)閮ㄤ富浠诲伐绋嬪斧宀虫槬娉�
娴蜂俊灏峅LED鐨勭爺绌跺凡缍�(j墨ng)鏈夊緢澶氬勾鐨勬鍙诧紝骞朵簬2010骞寸敵璜嬩簡绗竴闋匫LED闆昏椹�(q奴)鍕曟帶鍒跺皥鍒┿�傛湭渚嗭紝娴蜂俊灏囩辜绾�(x霉)鍦嶇篂OLED鏉愭枡銆佸＝鍛姐�佸櫒浠躲�侀﹨(q奴)鍕曘�佺暙璩�(zh矛)閫�(j矛n)琛屾繁搴︾殑鎶�琛�(sh霉)鐮旂┒鍜屽劜鍌欙紝鐩墠宸叉帉鎻′簡涓�瀹氱殑闂�(gu膩n)閸垫妧琛�(sh霉)銆�
OLED鎶�琛�(sh霉)閫愭几鎴愮啛锛屾捣淇″皪閫欓爡鎶�琛�(sh霉)涔熷厖婊夸俊蹇冦��2018骞达紝娴蜂俊鏀惰臣鏉辫姖褰卞儚锛屽湪娈樺奖闃茶(h霉)銆佹殫鍫寸窗(x矛)绡�(ji茅)鍜岃壊褰╃簿婧�(zh菙n)瑷�(sh猫)瑷堜笁澶ф妧琛�(sh霉)涓婂(sh铆)鐝�(xi脿n)绐佺牬锛岃畵娴蜂俊OLED闆昏閬�(d谩)鍒颁簡鏇撮珮鐨勫堡娆°��
鍋忓厜鐗囦簬鍙姌鐤婃煍鎬MOLED鐨勬噳(y墨ng)鐢�
鏄庡熀鏉愭枡鑲′唤鏈夐檺鍏徃鍋忓厜浜嬫キ(y猫)铏曡檿闀烽珮鍋ョ泭
杩戝勾渚嗭紝鏌旀�(sh猫)LED閫愭几鎴愮偤涓�鍊嬮噸瑕佺殑闂�(gu膩n)閸佃锛岃�屽競鍫寸殑閫欑ó闇�姹備篃甯朵締浜嗘妧琛�(sh霉)涓婄殑鍥伴洠锛岄櫎浜哋LED闈㈡澘澶栵紝鍚勭ó鏉愭枡涔熼渶瑕侀��(j矛n)涓�姝ユ敼閫�(j矛n)銆�
鍋忓厜鐗囧湪OLED鏉愭枡鍗犳湁鑸夎冻杓曢噸鐨勫湴浣嶃�傞潰灏嶈憲閫欑ó瓒ㄥ嫝锛屽亸鍏夌墖闇�瑕佸緸娓涘皯鍘氬害銆佷繚鎸佷竴瀹氱殑纭害銆佹潗鏂欑殑鍙楃啽鎬с�佸綀鎬фā閲忓弮鏁�(sh霉)绛夋柟闈㈤��(j矛n)琛屽劒(y艒u)鍖栬檿鐞嗭紝鍚屾檪閭勯渶瑕佽В姹烘姌鐤婂悗鐨勬紡鍏夊晱椤屻��
鐩墠锛屾槑鍩烘潗鏂欓嚌灏嶅彲鎶樼枈鐨勫亸鍏夌墖鍙互瀵�(sh铆)鐝�(xi脿n)6H鐨勭‖搴︼紝鑰愮（宸彲浠ラ仈(d谩)鍒�200娆°��
闈跺悜鐨勫湅鐢�(ch菐n)鍖栭潰鑷ㄥ洓澶у晱椤�
寤ｅ窞甯傚挨鐗规柊鏉愭枡鏈夐檺鍏徃棣栧腑鎶�琛�(sh霉)瀹�/鎶�琛�(sh霉)閮ㄩ暦瑷辩⿳鏂�
灏ょ壒鏂版潗鏂欐垚绔嬩簬2003骞达紝2010骞翠粙鍏ラ澏鏉愬埗閫狅紝2017骞撮��(j矛n)琛孖TO闈舵潗鐨勭爺绌讹紝2018骞撮枊濮嬪缓鐢熺敘(ch菐n)绶氾紝鐩墠宸茬稉(j墨ng)閫�(j矛n)鍏ラ噺鐢�(ch菐n)鐠�(hu谩n)绡�(ji茅)銆�
鍏徃鐨勭敘(ch菐n)鍝佸寘鎷櫠鐡烽澏鏉愩�侀噾灞澏鏉愬拰鍚堥噾闈舵潗锛岄倓鍙彁渚涘畾鍒跺寲鏈嶅嫏(w霉)锛岀敘(ch菐n)鍝佸唬娉涙噳(y墨ng)鐢ㄤ簬椤ず闈㈡澘銆佸厜浼忋�佸缓绛戠幓鐠冪瓑琛屾キ(y猫)銆傚挨鐗规柊鏉愭枡鎿佹湁鐔卞櫞娑傘�佸喎鍣存秱銆侀憚閫犲拰绮夋湯鍐堕噾澶氶爡闈舵潗鍒堕�犳妧琛�(sh霉)鍜岃鍌欙紝浠ュ強闈舵潗閭﹀畾鎶�琛�(sh霉)鍜岃鍌欙紝鍙偤閸嶈啘绔彁渚涘叏闈㈠拰瀹屾暣鐨勭敘(ch菐n)鍝佹湇鍕�(w霉)銆�
涓湅宸茬稉(j墨ng)鎴愮偤闈㈡澘銆佸崐灏�(d菐o)楂斻�佸厜浼忋�佽Ц鎽稿睆绛夊厜闆昏妤�(y猫)鐨勫埗閫犲ぇ鍦嬪拰寮�(qi谩ng)鍦嬶紝灏嶆柊鏉愭枡鏈夊法澶х殑鑷韩闇�姹傘�傜洰鍓嶏紝闈舵潗鐨勫湅鐢�(ch菐n)鍖栭��(j矛n)绋嬮潰鑷ㄨ憲楂樼鎶�琛�(sh霉)灏侀帠闆ｉ锛屼笖鎶�琛�(sh霉)闆ｄ互瀵�(sh铆)鐝�(xi脿n)绯荤当(t菕ng)绐佺牬锛岀櫦(f膩)灞曢亷绋嬮倓闇�瑕佸鍊嬪(xu茅)绉戠殑鐭ヨ瓨鍜岀稉(j墨ng)椹楃殑鍚屾檪绌嶇疮锛岀敘(ch菐n)妤�(y猫)闇�瑕佸崝(xi茅)鍚岀櫦(f膩)灞曘��
娆℃檪浠ｄ富娴佹櫤鑳界祩绔皪OLED鎻愬嚭浜斿ぇ瑕佹眰
鐝犳捣姗惔鏂板崁(q奴)榫嶆棌绉戞妧鍩�(zh铆)琛岃懀浜嬫潕褰ヨ景
鐝犳捣姗惔榫嶆棌绉戞妧鏄�2015骞存垚绔嬬殑娆′笘浠ｆ櫤鑳界祩绔爺鐧�(f膩)鍏徃锛屽叕鍙哥爺鐧�(f膩)鐨勬渶鏂颁竴浠ｇ祩绔紝鍙互寰炲悗闈㈢殑灞忓箷鎿嶆帶鍓嶉潰鐨勫収(n猫i)瀹癸紝澧炲姞浜嗚ū澶氭柊鍔熻兘锛屼寒搴︺�佽伈闊抽兘鏄彲浠ュ柈鎵嬪彲浠ユ搷浣滐紝鐪熸鍋氬埌瑙ｆ斁闆欐墜锛涜В閹栦娇鐢ㄧ法纰艰В閹栵紝鐢ㄧ法纰艰В閹栨浛浠ｆ帀浜嗘繁搴﹁瓨鍒ユ暩(sh霉)瀛楄垏鍦栧舰锛屾洿鍔犲畨鍏ㄣ�傜祩绔ō(sh猫)瑷堥倞妗嗗叚閸点�佸墠鍚庨洐灞�+鏀濆儚闋�佷笉鍚岀殑鎰熸噳(y墨ng)鍣紝鐐哄(sh铆)鐝�(xi脿n)闆欏睆鎵撲笅浜嗗熀绀�(ch菙)銆傜彔娴锋┇鐞撮緧鏃忕鎶�鐨勭祩绔彲浠ヤ竴鎵嬫搷鎺э紝鐣拌檿闊挎噳(y墨ng)鐨勪汉姗�(j墨)浜や簰鏂瑰紡锛屾墍浠ユ鏂瑰紡琚ū涔嬬偤“鐣版帶浜や簰”銆傝┎绲傜灏峅LED闈㈡澘鍜岀附鎴愬粻鍟嗘彁鍑轰互涓嬭姹傦細1.瑙ｆ焙鍦版鎺掔窔浣嶇疆鍜岀洿瑙掗倞鐨勬妧琛�(sh霉)闆ｉ粸(di菐n)锛�2.鏇磋杽銆佹洿鐪侀浕鐨勮ō(sh猫)瑷堬紱3.瑙ｆ焙灏忛’绀哄睆鎶�琛�(sh霉)锛�4.鐒￠渶闁嬪瓟锛屽鍔犺壇鍝佺巼锛�5.鏇寸編瑙�銆�
璨�(m脿o)鏄撴埌(zh脿n)鐠�(hu谩n)澧冧笅锛屼腑鍦婳LED瑷�(sh猫)鍌欒垏鏉愭枡闇�鍔犲揩鍦嬬敘(ch菐n)鍖栭��(j矛n)绋�
CINNO Research棣栧腑鍒嗘瀽甯懆鑿�
鐣�(d膩ng)鍓嶏紝鎵嬫(j墨)銆侀浕瑕栵紝鐢氳嚦姹借粖甯傚牬鍧囪檿浜庡競鍫翠綆璋锋湡锛岃�屽湪绱�(x矛)鍒嗛牁(l菒ng)鍩熸湁鏈涘緱鍒颁竴瀹氱殑绐佺牬锛屼篃灏辨槸OLED鎵嬫(j墨)銆侀浕瑕栥�佽粖杓夈�傜洰鍓嶏紝OLED鐨勫競鍫存徊閫忕巼姝ｅ湪閫愭鎻愬崌銆傚熀浜庢锛屼腑鍦嬪ぇ闄搁潰鏉垮粻灏峅LED鐨勬姇璩囩啽鎯呴潪甯搁珮銆�
鍦ㄨō(sh猫)鍌欎笂锛岄煋鍦嬪拰鏃ユ湰鐨凮LED瑷�(sh猫)鍌欎緵鎳�(y墨ng)鍟嗗崰浜�70%鐨勫競鍫达紝鍏朵腑闊撳湅鏇存槸骞句箮鍗犳摎(j霉)浜嗕竴鍗婂競鍫达紝鍎�(y艒u)鍕㈤潪甯告槑椤�備腑鍦嬪皪OLED瑷�(sh猫)鍌欑殑鎶曡硣鍦�2016骞淬��2017骞淬��2018骞村潎浠�8%浠ヤ笂鐨勬瘮渚嬮�愬勾涓婂崌锛岄爯(y霉)瑷堟渻鎴愰暦鍒�2020骞达紝鎶曡硣閲忓湪1500鍎勪汉姘戝梗宸﹀彸銆傚湪G6鍙婁互涓奜LED鐢�(ch菐n)绶氫腑锛�2016骞村湅鐢�(ch菐n)鍖栬ō(sh猫)鍌欐徊閫忓彧鏈�2.5%锛岀洰鍓嶆湁18%锛屾湭渚嗕粛鏈夎純澶х殑鎴愰暦绌洪枔銆傚叾涓紝钂搁崓銆佹洕鍏夈�丳VD/CVD绛夋槸OLED鏍稿績瑷�(sh猫)鍌欙紝鍏跺湅鐢�(ch菐n)鍖栫巼骞句箮鐐洪浂銆�
鍦ㄦ潗鏂欎笂锛孭I銆佽捀閸嶆潗鏂欍�佹帺妯＄増绛夛紝閮介渶瑕佺敘(ch菐n)妤�(y猫)閺堜笂涓笅娓稿崝(xi茅)鍚岄枊鐧�(f膩)锛屽叡鍚岀獊鐮达紝鎵嶈兘瀵�(sh铆)鐝�(xi脿n)鐢�(ch菐n)妤�(y猫)閺堢殑鍋ュ悍鐧�(f膩)灞曘��
鑸�“灞�”鍗�(xi茅)鍚� 鐧�(f膩)灞曟柊鐨勬櫤鑳介鑹欐妧琛�(sh霉)
鍖椾含姹借粖鑲′唤鏈夐檺鍏徃杌婅伅(li谩n)缍�(w菐ng)棣栧腑鏋舵(g貌u)甯鏅牤
闅ㄨ憲鏅鸿兘鍖栫殑鐧�(f膩)灞曚互鍙�5G鏅備唬甯朵締鐨勭磪鍒╋紝椐曡墮灏囪畩寰楄秺渚嗚秺“鎳備綘”锛屾苯杌婂皣璁婃垚鑱�(li谩n)缍�(w菐ng)鐨�“杌婃(j墨)”銆�
鏈締锛岃粖杓夊睆骞曟渻璁婂緱瓒婁締瓒婂锛屾櫤鑳介鑹欑殑浜や簰妯″紡鏈冭畩寰楄秺渚嗚秺浜烘�у寲锛屾瘮濡傜啊鍖栦换鍕�(w霉)娴佺▼锛屾彁楂樿鲸璀樺害锛岃畵椐曢鍝℃洿瀹规槗寰楀埌淇℃伅銆傝獮闊充氦浜掓槸浜哄伐鏅鸿兘涓渶瀹规槗鎼級鍦ㄨ粖涓婄殑銆佹渶鏈夊彲鑳藉緢蹇(sh铆)鐝�(xi脿n)鏇夸唬Touch鐨勪竴绋氦浜掓柟寮忥紱灏嶄簬鎵嬪嫝浜や簰鍓囧笇鏈涢洐鎸囨垨鑰呭鎸囩殑鎿嶄綔鍙互鍦ㄥ灞忎箣闁撻��(j矛n)琛屼簰鍕曘�傚悓鏅傦紝姣忕ó浜や簰鏂瑰紡閭勯渶瑕侀珨鐝�(xi脿n)鍝佽唱(zh矛)鎰熴�佺鎶�鎰熴�佹檪灏氭劅锛岀偤鍝佺墝瑾�(di脿o)鎬э紝鎿�(ku貌)澶у搧鐗屽奖闊垮姏锛涙澶栭倓闇�瑕佺稖鍚堟墜姗�(j墨)銆丳AD鍜岃粖姗�(j墨)涔嬮枔鐨勪氦浜掞紝杌婃(j墨)鐨勫湒妯�(bi膩o)銆佺晫闈㈣垏鎵嬫(j墨)/PAD淇濇寔涓�鑷达紝渚夸簬鐢ㄦ埗涓婃墜……鏈締鏅鸿兘姹借粖灏嶅睆鐨勯渶姹傝秺渚嗚秺澶э紝姹借粖闇�瑕佸拰灞忓叡鍚岀櫦(f膩)灞曟柊鐨勫骇鑹欐妧琛�(sh霉)銆�
鑷虫锛岄�欏牬鍏ㄧ悆OLED鐢�(ch菐n)妤�(y猫)鐣岃仛鐒︾殑骞村害鐩涙渻灏卞湏婊跨祼(ji茅)鏉熷暒锛佹槑骞磋锛�
