The liquid-crystal display (LCD) market is over $100 billion, so the emerging technologies that can compete with LCDs have the opportunity to become serious opportunities. Electrophoretics, through their use in e-readers, demonstrated the potential of a technology that can exploit the limitations of LCDs. Judging from our component materials and manufacutring cost analysis, organic light-emitting diodes (OLEDs) will decrease from their current $3,000/m2 for small-area displays to be cost competitive with LCDs by 2016, leading to an overall OLED market of nearly $11 billion in 2017. Reflective displays will also undergo significant change over the next five years, as the market for e-readers declines and digitial signage becomes the dominant market of the overall $1.6 billion non-segmented reflective display market in 2017. While electrophoretics will continue to be the largest player in this area, alternative reflective displays like microelectromechanical systems (MEMS), electrowetting, and cholesteric LCDs will have an increasing share of this market.
Table of Contents
Table of Contents
Executive Summary
Landscape
Displays Have Changed the Electronics Landscape Before - and Will Do So Again
Printed Flexible and Organic Displays Are Well-Suited for Portable Applications
Displays Fall into Two Major Categories - Emissive and Reflective
Emissive OLED Displays Face High Material and Manufacturing Hurdles
OLED Costs Are Falling, but Still High
Several Reflective Technologies Chase Electrophoretics for Non-Segmented Applications
Reflective and Emissive Displays Generally Chase Different Markets
OLEDs Chase LCDs in Small, Medium, and Large Displays
Reflective Displays Chase Different Markets from OLEDs
Landscape Conclusions
Analysis
Display Technologies Seek Application Fits for Their Unique Properties
OLEDs Will Approach $11 Billion in 2017 in the Most Likely Case, Mainly in Smartphones
Other Scenarios See OLEDs Reach as High as $35 Billion, or as Low as $8 Billion
Reflective Displays Will Shift from E-Readers to Signage
Reflective Technologies Have Different Fates
Flexible Displays Will Be Mostly Reflective
Outlook
About Lux Research
Endnotes
Cutting Up the LCD Pie: Calculating the Billion-Dollar Slices from Display Innovation published by Lux Research in March 14, 2012. This report consists of Pages: 23 and the price starts from US $ 3500.
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