Counterpoint Research：平板显示行业（FPD）市场概览报告：2024年K-Display商业论坛（英文版）（23页）.pdf

1、Big Picture of FPD Market K-Display 2024 Business Forum 2024 14:10-14:30,August 13,2024 By Yoshio Tamura,Co-Founder&PresidentDSCC(Display Supply Chain Consultants)Confidential.2024 DSCC,A Counterpoint Research Company.All Rights Reserved.2OutlineIT OLED Supply-Demand Forecast and Technology Trends F

2、lexible OLED Market and Technology Trends Long-Term Direction of OLED TV Market Trends including the Competition with MiniLED LCDs LCD Supply-Demand Balance Outlook and Long-Term Investment Direction toward 2030 IT OLED Supply-Demand Forecast and Technology Trends Confidential.2024 DSCC,A Counterpoi

3、nt Research Company.All Rights Reserved.4Rigid+TFE based IT OLED FabsOLED Panel production yield like LGD and SDC for Apple iPad is assumed to be 80-85%after massproduction stabilizes.It is said that SDC may ramp up A6 fab by producing non Tandem panels for non Apple in the beginning,in 2H 2025.Conf

4、idential.2024 DSCC,A Counterpoint Research Company.All Rights Reserved.5Rigid+TFE based IT OLED Demand ForecastDistinguish panel demand by Apple and Non-Apple.Tablet will be mainly Apple,around 20M panels in 2027-28.8.4 is not Tandem but Single.In 2027-28,Notebook PC demand for Apple is as shown bel

5、ow(7.5-8M),but if the Non Pro model is alsoadopted,it could be more than 10M panels per year.Confidential.2024 DSCC,A Counterpoint Research Company.All Rights Reserved.6Rigid+TFE based IT OLED Supply-Demand ForecastSince some elements of planned capital investment are stilluncertain and then two sup

6、ply-demand balance scenariosare shown.For Apple,80%fab utilization would be considered abalance.On the demand side,the major focus will be on how muchnon-Apple demand will grow as well as Apple demand.In the case that demand from Apple is overwhelming,asshown in Case 1 in the figure,it is expected t