Jerry Kang -Emerging Display Technology & Market OLED and Micro LED Displays
新兴显示技术与市场
OLED 与 Micro LED 显示屏
Emerging Display Technology & Market : OLED & Micro LED Displays
Jerry Kang, Senior Principal Analyst / OLED & Emerging Displays | OMDIA
48th Display Japan Forum | January 23-24 2025 [cite: 2, 3]
中小尺寸 OLED
Apple's Smartphone OLED Panel Roadmap & Technology Features [cite: 5, 6]
iPhone SE 4 (Est. 2025)
Flexible OLED (LTPS) [cite: 6]
6.06"
Display Size [cite: 6]
2532x1170, 460.3 PPI [cite: 6]
iPhone 17 (Est. 2026)
Flexible OLED (LTPO) [cite: 6]
6.27"
Display Size [cite: 6]
2622x1206, 460.0 PPI [cite: 6]
iPhone 17 Air (Est. 2026)
Flexible OLED (LTPO) [cite: 6]
6.55"
Display Size [cite: 6]
2738x1262, 460.3 PPI [cite: 6]
iPhone Ultra (Est. 2027)
Foldable OLED (LTPO/Main) [cite: 6]
7.5"
Main Display Size [cite: 6]
Cover: 5.5" LTPO [cite: 6]
BRS
Border Reduction Structure [cite: 6]
Feature Example [cite: 6]
UDIR
Under-Panel IR Sensor [cite: 6]
Pro Feature Example [cite: 6]
LTPO+
Advanced LTPO Technology [cite: 6]
Air/Foldable Feature [cite: 6]
Pol-less
Polarizer-less Display [cite: 6]
Advanced Feature [cite: 6]
OLED 背板技术与功耗
Backplane Technology Evolution and Power Consumption Strategy [cite: 9, 10]
背板技术演进 Backplane Evolution
LTPO 1.0
2018 Released
首发产品：Apple Watch 4 [cite: 9]
技术特点：nMOS LTPO, 6T1C [cite: 9]
LTPO 2.0
2021 Released
首发产品：iPhone 13 Pro [cite: 9]
技术特点：PMOS LTPO, 8T2C, 动态帧率 [cite: 9]
LTPO+ (LTPO 3.0)
2024 Released
首发产品：Apple Watch X, iPhone 19 Air (Est.) [cite: 9]
技术特点：快速像素充电 [cite: 9]
Full Oxide
2026 Estimated
目标产品：Macbook Pro/Air [cite: 9]
技术特点：全氧化物电路, 6T2C [cite: 9]
OLED 功耗策略 Power Consumption Strategy
Omdia 估算不同背板技术的功耗构成 [cite: 10]
LTPO TFT 渗透率预测
OLED Display Shipment Forecasts by Backplane Technology for Various Applications [cite: 13, 15]
智能手机 Smartphone
单位：百万片 [cite: 13]
智能手表 Smartwatch
单位：百万片 [cite: 13]
平板电脑 Tablet PC
单位：百万片 [cite: 15]
笔记本电脑 Note PC
单位：百万片 [cite: 15]
折叠屏技术新进展
Innovations in Foldable Display Technology, including Tri-Foldables and Cover Glass [cite: 17, 19, 41, 44]
华为 Mate XT Ultimate - 全球首款三折叠手机
Huawei Mate XT Ultimate - World's First Tri-foldable Smartphone [cite: 17]
10.18"
展开尺寸 (Display Size) [cite: 19]
3.6mm
展开厚度 (Thickness Unfolded) [cite: 19]
298g
重量 (Weight) [cite: 19]
BOE LTPO
显示屏供应商 (Display Supplier & Tech) [cite: 19, 20]
UTG 盖板
Cover Lens by Triumph Science & Technology [cite: 19]
¥21,999
零售价 (Retail Price - USD 3,055) [cite: 19]
折叠屏盖板玻璃技术 Foldable Cover Glass Tech
更薄 UTG
More Ultra Thin [cite: 41]
~30µm
玻璃厚度 (Glass Thickness) [cite: 41]
应用：三星 Galaxy Z 系列 [cite: 41]
斜面 UTG (预估)
Slopped Ultra Thin (Est.) [cite: 41]
50-150µm
玻璃厚度 (Sloped Thickness) [cite: 41]
目标：折痕更小，2026年预估 [cite: 41]
潜在应用：苹果可折叠设备 [cite: 41]
苹果局部减薄专利
Apple's Locally Thinned Glass Patent [cite: 44]
通过在弯曲轴形成凹槽实现柔性，边缘增厚以抗冲击 [cite: 48, 49, 50]
专利号：US12041738B2 [cite: 44]
COE 技术趋势 COE Technology Trend
Color Filter On Encapsulation (COE) will penetrate high-end mobile devices. [cite: 33]
COE
色彩滤光片位于封装层之上 [cite: 34]
vs CPL (Circular Polarizer Layer) [cite: 34]
COE 优势
Advantages [cite: 34]
更高透光率 [cite: 34]
更薄 [cite: 34]
成本更高 [cite: 34]
2031年 COE 渗透率 (预估)
COE Penetration by 2031 (Est.) [cite: 35]
平板: ~17.6% [cite: 35]
手机: ~19.4% [cite: 35]
折叠设备: ~91.2% [cite: 35]
IT设备用大尺寸OLED
Apple's IT OLED Roadmap and Market Demand [cite: 63, 70, 81]
Macbook Air OLED
推迟至2029+ Postponed
苹果推迟Macbook Air OLED计划 [cite: 63]
iPad Pro OLED (2024)
<5.8M Units
订单量低于预期 (原计划 >9M) [cite: 70]
LGD: ~3.4M, SDC: ~2.4M [cite: 71, 72]
Gen8.6 OLED Fab
由于苹果需求低迷，新产线稼动率面临挑战，投资或放缓 [cite: 74, 75]
Impact of low Apple demand
OLED IT面板供应商策略 (部分) Supplier Strategies (Partial) [cite: 78]
Samsung Display (SDC)
Gen 5.5: iPad Mini/Air (2026/27目标) [cite: 78]
Gen 6.0: iPad Pro 11"/13" (量产中) [cite: 78]
Gen 8.6: MacBook Pro/Air (2026目标) [cite: 78]
技术：混合OLED, RGB串联, LTPO/Oxide [cite: 78]
LG Display (LGD)
Gen 6.0: iPad Pro 11"/13", iPad Air, 可折叠iPad (量产中/目标) [cite: 78]
Gen 8.6: 讨论中 [cite: 78]
技术：混合OLED, RGB串联, LTPO [cite: 78]
BOE
Gen 6.0: iPad Air (2027目标) [cite: 78]
Gen 8.6: Macbook Air (讨论中) [cite: 78]
技术：柔性/混合OLED, RGB单层/串联, LTPS/Oxide [cite: 78]
IT OLED 总需求 (平板+笔电)
单位：百万片。2031年预估达100.4百万片 [cite: 81, 82]
100.4M
2031年IT OLED需求预估
Total OLED for IT Devices (Tablet+Notebook) Forecast for 2031 [cite: 81, 82]
OLED 先进制造与电视技术
FMM-less Evaporation, Inkjet Printing, and Next-Gen TV Panel Technologies [cite: 85, 106, 121, 129]
AMAT MAX OLED
Applied Materials FMM-less Solution [cite: 85]
2倍开口率提升 [cite: 90]
3倍亮度提升 [cite: 91]
5倍寿命延长 [cite: 92]
高达 2000 PPI [cite: 93]
>30% 功耗降低 [cite: 94]
JDI eLEAP + HMO
Japan Display's Advanced Tech [cite: 100, 102]
对比LCD (32寸车载):
功耗降低76% (14W vs 58W) [cite: 102]
对比度提升690倍 (1M:1 vs 1450:1) [cite: 102]
亮度提升15% [cite: 102]
TCL CSOT IJP OLED
Inkjet Printing OLED [cite: 106]
21.6英寸 4K 显示器已于4Q24量产 [cite: 106]
技术突破：更佳图像质量，更低功耗，材料效率提升2倍 [cite: 110, 111]
LGD OLED TV 技术 (第4代 预估2025)
LG Display OLED TV Tech (4th Gen Est. 2025) [cite: 126]
Primary RGB串联 (R-B-G-B 四层) [cite: 126]
峰值亮度: 4,000 nits (APL 3%) [cite: 126]
亮度 (APL 25%/100%): 1,000/400 nits [cite: 126]
技术: META 技术, 微透镜阵列 [cite: 126]
SDC OLED TV 技术 (第4代 预估2025)
Samsung Display OLED TV Tech (4th Gen Est. 2025) [cite: 131]
GBGBB-Tandem (五层结构) [cite: 129, 131]
峰值亮度: 4,000 nits (APL 3%) [cite: 131]
亮度 (APL 25%/100%): 1100/440 nits [cite: 131]
技术: QD色彩转换 [cite: 131]
Micro LED 显示技术
Pixel Structures, Manufacturing Processes, and Key Player Innovations [cite: 136, 137, 142, 145, 158, 161, 169, 180, 189, 197, 204, 218, 227, 236]
核心技术与工艺 Core Technologies & Processes
像素结构多样化
Various Pixel Structures [cite: 137, 138]
倒装芯片 (Flip Chip) [cite: 138]
纳米线 (Nanowire) [cite: 138]
垂直结构 (Vertical Rod Type) [cite: 138]
巨量转移优化
Mass Transfer Optimization [cite: 145, 151]
COC2 (Chip on Carrier-2) 步骤用于预排列芯片，可减少1/3转移步骤 [cite: 153, 155, 157]
AMAT UV-LED 方案
Applied Materials UV-LED Approach [cite: 161]
4颗UV-LED + 3层QD CC [cite: 161]
优势：高效率、高分辨率、高良率 [cite: 162]
Demura 技术
Radiant Vision Systems [cite: 189]
高分辨率图像测量，计算校正因子，实现均匀像素显示 [cite: 190]
重点厂商进展 Key Player Progress
PlayNitride SMAR.Tech
选择性巨量可寻址修复技术，大幅缩短修复时间 [cite: 170, 172]
目标芯片尺寸: < $12 \times 27 \mu m$ (2H24) [cite: 174]
转移速度目标(2H24): ~4,200 芯片/秒 [cite: 176]
Jade Bird Display (JBD)
单芯片原生彩色 LEDOS，0.22英寸 960x540 [cite: 204]
5µm 彩色像素间距 [cite: 205]
垂直堆叠多色 Micro LED 芯片架构，WPE提升3倍 [cite: 208, 209]
Raysolve PowerMatch®
0.13英寸全彩LEDoS，亮度达250,000 nits [cite: 218]
技术：QDPR, COANODE [cite: 219, 221, 222]
Porotech DPT
动态像素调谐技术，单LED发全光谱可见光，包括纯白光 [cite: 227, 231]
色域超sRGB [cite: 232]
Meta Orion AR 眼镜
原型采用全彩 Micro LED，70度视场角 [cite: 197]
重量98g，目标30g级 [cite: 198]
Polar-light 金字塔结构
Pyramidal Micro LED，底部向上生长，避免蚀刻损伤 [cite: 236, 238]
亚朗伯发射，光线更集中 [cite: 239]
Micro LED 市场预测
Micro LED Display Shipment Forecast by Application [cite: 248]
单位：百万片。2031年AR/VR/MR需求将超过智能手表 [cite: 248]
34.5M
2031年总出货量 (预估)
Total Shipments in 2031 (Est.) [cite: 248]
20.9M
2031年 AR/VR/MR (预估)
AR/VR/MR Shipments in 2031 (Est.) [cite: 248]
12.0M
2031年智能手表 (预估)
Smartwatch Shipments in 2031 (Est.) [cite: 248]