集邦咨询：2024年AMOLED平板出货量约900万台

智通财经05-09

智通财经APP获悉，集邦咨询发文称，苹果(AAPL.US)5月新品发布会推出主打AMOLED屏幕的平板产品，从AMOLED iPad Pro的出货量来看，相比过往，iPad Pro系列的规模有所收敛。然而，iPad Pro系列导入AMOLED面板意味着AMOLED技术往中尺寸面板发展迈向新的里程碑，预计2024年整体AMOLED平板出货量约为900万台，约占整体平板市场的7%。此外，由于芯片升级，...

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11吋和13吋合计出货量预估仅450~500万台。AMOLED技术往IT产品拓展的关键早期提到AMOLED屏幕产品，虽然对比度高和鲜艳的色彩着实吸睛，但由于性能与寿命问题一直受到诟病，加上IT产品尺寸变大，影响功耗的状况更为明显。为了能符合应用上的规格要求并拓展市场，改善AMOLED性能与寿命可分为几个关键方向。其一，提升材料稳定性，在蓝色发光材料的发展上，由于其效率和稳定性相对较低，大幅限制AMOLED技术的进一步发展和应用，随着新式材料的开发，以及未来蓝色磷光即将推向商用，将有机会大幅提升整体性能。其二，新技术导入，TFT导入低温多晶硅氧化物(LTPO)，有效的控制漏电，实现动态刷新率需求，功耗可节省15~20 %；使用Tandem技术来串联发光层，对比单层，双叠层器件达到相同亮度的电流密度为单层1/2，其寿命至少可以提升两倍。其三，高世代厂的加入，为了有效的降低成本，扩大AMOLED对市场的渗透率，近期面板厂纷纷提出更高世代产线的规划来得到更有效的经济切割，随着2026年后产能陆续释放，良率有效提升后，将进一步拓展IT应用市场。Tandem技术拓展应用渗透率集邦咨询表示，在材料效率尚未出现显著的突破前，Tandem技术为性能与寿命提供了一个立即的解决方案。除了RGB AMOLED的Tandem，WOLED通过垂直堆叠蓝色、黄色和绿色AMOLED光源，让三种光组合产生白色光，而QD OLED则是堆叠蓝色AMOLED作为光源，并且在其上面放置能够产生红色、绿色光的量子点材料，这两者均能够有效地提高光电转换效率和发光亮度。这种叠加后的高亮度和高效率特性使其更能适用于更广泛的应用领域。除了手机和电视显示外，Tandem技术还可以应用于头戴式显示装置、汽车智能显示屏幕等领域，为消费者提供更加优质和多样化的显示体验。由于Tandem AMOLED的制造过程相对复杂，需要精确控制多个不同材料的层厚和堆叠顺序来维持光学及发光均匀性，尤其推升到G8.7代厂时，提升良率和优化成本将是后续所要面对的重要课题。大世代的产能布局将有利于未来的市场渗透率集邦咨询提到，在布局大世代AMOLED面板线方面，目前三星和京东方的进度较快，规划以薄化玻璃基板加上薄膜封装的Hybrid 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