TrendForce Tiburon Consulting released a report today, said it is expected that after 2025, with the capacity configuration gradually in place, the penetration rate of OLED in IT products will come to 2.8%, 2026 will have the opportunity to start a significant breakthrough, to 5.2%.
The report pointed out that in the long run, the development of OLED technology for IT applications will focus on three directions, including continuous cost reduction, performance and reliability improvement, and the introduction of diverse form applications.
Continue to reduce costs: increase glass utilization, LTPO+COE process simplification, OLED transmission, localization of main materials, development of advanced evaporation equipment, mature supply of UTG, folding notebook hinge design and material selection, and how to combine materials The printing technology with the highest utilization rate is applied to Tandem and so on.
Performance and reliability improvement: introduce new technologies such as COE and MLP to improve light output efficiency to reduce power consumption, the life of original OLED materials continues to improve, user interface design must consider local aging caused by long-term fixed display content, etc.
Introduce a variety of form applications: with flexible self-illuminating O
The light and thin characteristics of the LED screen, through multiple folding forms to correspond to different user situations, the integration of various technologies such as under-screen camera, fingerprint, etc.
TrendForce believes that the continuous improvement of OLED technology and the status of large-generation production capacity investment in the next 1-2 years will be a critical period to determine whether OLED technology can successfully expand and develop in the IT product market.
