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KoreanAdvanced (先端技術FPD搭載) モニター用FPD市場～2023年は前年比72%増の予測、OLEDモニターが3桁成長
[ご案内] 4/11火 TCC品川で開催！DSCC Japan セミナー 2023年前期版～底を脱し上昇に転じたFPD市場を徹底解説！
コロナ禍からの夜明けと共に、いち早く対面式セミナーを復活 (昨年10月) させたDSCC Japanセミナー、ご来場者様からの大歓迎のお声を受けて、今年から通常体制の年2回・品川会場に戻ります！今回もお客様のビジネス戦略をご支援すべく、1日でFPD産業の必聴ポイントを把握できる最新分析データをご提供！みずほ証券・中根康夫シニアアナリスト⇔当社アジア代表・田村喜男の「言いたい放題」オフレコ対談枠も、本セミナーの名物企画として再演決定！徹底的に「ご来場者様満足」にこだわるDSCC Japanセミナーならではのバリューにご期待ください！
冒頭部和訳
DSCCが Quarterly Advanced IT Display Shipment and Technology Report (一部実データ付きサンプルをお送りします) 最新刊を発行した。Advanced (OLEDおよびMiniLED) モニター市場の注目点は以下の通り：
- Advanced モニター用FPDのQ4’22出荷数は前期比9%増、前年比126%増の64万3000枚だった。Q1’23には前期比28%増の82万5000枚になると予測され、OLEDは同88%増、MiniLEDは同20%増の見通しである。OLEDの大幅な前期比成長をけん引するのは、34インチと49インチのQD-OLEDモデル、さらに27インチ、45インチ、48インチのWOLEDモデルである。
Advanced Monitor Market Expected to Rise 72% Y/Y in 2023 On Triple-Digit Growth for OLED Monitors
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In the recently released Quarterly Advanced IT Display Shipment and Technology Report (一部実データ付きサンプルをお送りします), some highlights for advanced monitors include:
- In Q4’22, advanced monitor panel shipments grew 9% Q/Q and 126% Y/Y to 643K panels. We expect to see an increase to 825K panels in Q1’23, a 28% Q/Q increase with OLED displays increasing 88% Q/Q and MiniLEDs increasing 20%. The significant Q/Q growth for OLED displays is a result of significant growth from 34” QD-OLED and 49” QD-OLED models and 27”, 45” and 48” WOLED models.
- In 2022, the advanced monitor category increased by 162% Y/Y to 2.2M panels. OLED monitors increased 249% Y/Y to 0.3M panels followed by MiniLEDs increasing 154% Y/Y to 2M panels.
- In 2023, we expect the advanced monitor category to increase 72% Y/Y to 3.8M panels, with OLEDs increasing 158% and MiniLEDs increasing 61%. As a result of the growth for OLEDs, we expect OLED monitors to increase to an 18% share, up from 12% in 2022. Fueling the growth of OLED monitors are the recently announced 27” and 45” WOLED displays by LGE and other brands as well as continued growth for the 34” QD-OLED and 49” QD-OLED monitors.
- In 2023, by brand for advanced monitors, we expect AOC to have a 16% unit share, down from 19% in 2022, as a result of gains from LGE, Samsung and other brands. We expect Asus to have a 9% unit share, followed by Acer with 6%. For OLED monitors, we expect Samsung and Dell to have a combined 47% share followed by LGE with 17% and Asus at 7%.
Advanced Monitor Display Shipments
- Although the total monitor market declined 8% Y/Y in 2022 and is expected to decline again in 2023, we see the advanced monitor market taking share and achieving a 2.5% unit share in 2023, up from 1.4% in 2022.
In 2022, by panel supplier, LGD had a 35% unit share, up from 22% in 2021, followed by AUO with 33%, down from 66% in 2021, Innolux with 10%, China Star with 7% and SDC with 5%. LGD is the only panel supplier that participates in the OLED and MiniLED monitor category. As such, LGD offers a wide breadth of products and display sizes to various brands.
In 2023, by panel supplier, we expect AUO to have a 38% unit share, followed by LGD with 17%, Innolux with 13% and SDC with 10%.
For more insights into advanced display shipments by brand, size, resolution, refresh rate, backplane, substrate, OLED stack, touch, etc., as well as panel and product roadmaps, cost and technology advancements, please see the Quarterly Advanced IT Display Shipment and Technology Report (一部実データ付きサンプルをお送りします).
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Quarterly Advanced IT Display Shipment and Technology Report
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