Reports
2025 OLED Component and Materials Report
₩0
September 9, 2025
Introduction
The “2025 OLED Component and Materials Report” is a comprehensive analysis of key component and material technologies and markets in response to the expanding demand for OLEDs in smartphones, foldable phones, tablets, laptops, TVs, and automotive displays. The report systematically forecasts OLED shipments from 2025 to 2029, and the market size and usage of 20 major components and materials (Substrate, TFT, Encapsulation, Touch Sensor, Polarizer, Adhesive, Cover Window, Driver IC & COF, Composite Sheet, Process Film, etc). The report also presents an evolutionary roadmap from currently commercialized technologies such as MLA, COE, LTPO, Oxide TFT, ultra-thin glass, and TFE to next-generation materials for next-generation XR-AR and stretchable devices. In particular, the report provides an in-depth analysis of the major developments in OLED component materials, including OLED panel structure, component materials for foldable and rollable devices, Color Filter on Encapsulation (COE) and Ultra-Thin Glass (UTG), internal and external hinges (CFRP, metal plate, GMF), protective films, Shear Thickening Fluid (STF), light efficiency enhancement materials (Micro Lens Array), encapsulation technology, QD and Oxide TFT, adhesive and heat dissipation materials, substrates, and metal masks. This report is expected to serve as a crucial resource for understanding the investment directions and supply chain strategies of global panel and set manufacturers, focusing on the key themes of ‘ultra-high functionality, slimness, form factor diversification, in-house production, and new processes’ within the OLED components and materials industry.
Contents
2. Analysis of OLED Industry Trends and Issues
2.1 OLED Technology Roadmap Analysis
2.2 8.6G IT Line Investment Trends
2.3 Increase in OLED Products for IT
2.4 Increase in OLED Shipments for Low- and Mid-priced Smartphones
2.5 Increase in OLED Panel Shipments in China
2.6 Slim and Lightweight Devices
2.7 Expanding Applications for Foldable and Slidable OLED Panels
2.8 Expansion of Tandem OLED Structures
3. Panel Maker Trends by Application
3.1 OLED for TV
3.2 OLED for Monitor
3.3 OLED for Tablet
3.4 OLED for Notebook
3.5 OLED for Foldable and slidable PC
4. OLED Panel Development Trends
4.1 Key Requirements for Next-Generation Display by Application
4.2 Requirements for Next-Generation OLED Display
4.3 Foldable OLED Development Trends
4.4 Pol-less: Spreading Application of COE Technology
4.5 Large OLED Panel
4.6 QD-OLED Development Trends
4.7 WOLED Development Trends
4.8 RGB Tandem OLED
4.9 Inkjet Printing OLED Development Trends
4.10 Development Trends of Photolithography-based OLED Processes
4.11 Comparison of Manufacturing Technologies for RGB Panels
4.12 Sensor OLED Display
5. Development Trends in OLED Component and Materials
5.1 OLED Panel Structure
5.2 Component Materials for Foldable Devices
5.3 Component Materials for Rollable Displays
5.4 Color Filter on Encapsulation Materials
5.5 Cover Window
5.6 Ultra-Thin Glass (UTG)
5.7 Internal Hinge
5.8 External Hinge
5.9 Protective Film
5.10 Shear Thickening Fluid (STF)
5.11 Optical Efficiency Enhancement Materials
5.12 Micro Lens Array
5.13 Encapsulation Technology
5.14 QD Materials
5.15 Oxide TFT
5.16 Adhesive and Heat Dissipation Materials
5.17 Substrate Materials
5.18 Metal Mask
6. OLED Shipment Forecast
6.1 Overall OLED Shipments
6.2 Shipments by Application
6.3 OLED shipments for smartphones
6.4 OLED Shipments for TV
6.5 OLED Shipments for IT
7. Major Components and Materials Market Forecast
7.1 Overview
7.2 Overall Market
7.3 Substrates
7.4 TFT
7.5 Encapsulation
7.6 Touch Sensor
7.7 Polarizer
7.8 Adhesive
7.9 Cover Window
7.10 Driver IC & COF
7.11 Composite Sheet
7.12 Process Films
Report Sample
Previous report status
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