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KoreanAdvancedモニター用FPD出荷、2022年は前年比328％増の見通し～参入セットブランド数が増加
Published June 27, 2022
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冒頭部和訳
DSCCが最近発行した 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) 最新号において、Advanced (※OLEDまたはMiniLED＝先端技術FPD搭載) モニター市場の最新動向を明らかにした。主なポイントは以下の通り。
- Q1’22のAdvancedモニター用FPD出荷枚数は前期比45％増・前年比219％増の41万2000枚だった。Q2'22には前期比52%増の62万5000枚に増加、MiniLEDモデルが5:1を超える比率でOLEDモデルを上回る見通しだ。
- 2022年にはAdvancedモニター用FPD出荷枚数が前年比328％増の360万枚に増加、OLEDは前年比641％増の60万枚、MiniLEDは前年比297％増の300万枚に増加すると予測される。これまでに、Samsung、Dell、MSIがかなり魅力的な価格で34インチのQD-OLEDモニターを発表、LGやその他のブランドは42インチと48インチのWOLEDモニターを発表している。LGは最近、42インチと48インチのC2シリーズを補完する48インチのUltraGearゲーミングモニターを発表した。2022年には年間を通して他のブランドからもQD-OLEDとWOLEDのモデルが発表される見通しだ。
- 2022年にはOLEDモニターのうちQD-OLEDがシェア27％を、WOLEDがシェア52％を占めると予測される。Advancedモニター市場におけるOLEDモニターの数量シェアは2021年の9%から15%に上昇すると見られる。
- MiniLEDについては、Appleが今年後半に27インチのMiniLEDモニターを発表し、2022年のMiniLED出荷を大きく後押しすることになると予測される。このモデル用のMiniLED生産はすでに始まっており、2022年のMiniLED LCD全体の34％を占める。Appleの27インチMiniLEDモニターは、価格が4999ドルの32インチPro Display XDRと比べると調光ゾーン数が2倍、MiniLED数は7倍と推定される。
- 2022年のAdvancedモニター市場をブランド別に見ると、Appleが数量シェアを2021年の9％から26％に拡大、続いてAOCのシェアが2021年の12％から16％に上昇、Asusは2021年の52%から13％にシェアを落とすと見られる。OLEDモニターの場合、LGEのシェアが43％、Samsungが11％、Asusが9％で続くと予測される。
Advanced Monitor Market Expected to Rise 328% Y/Y - More Brands Entering the Category
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 Q1’22, advanced monitor panel shipments grew 45% Q/Q and 219% Y/Y to 412K panels. We expect to see an increase to 625K panels in Q2’22, a 52% Q/Q increase with MiniLED models outpacing OLED models by more than a 5:1 ratio.
- In 2022, we expect the advanced monitor category to increase 328% Y/Y to 3.6M panels with OLEDs increasing 641% Y/Y to 0.6M panels followed by MiniLEDs increasing 297% Y/Y to 3M panels. To date, Samsung, Dell and MSI have introduced and announced 34” QD-OLED monitors at very competitive price points and LG and other brands have announced 42” and 48” WOLED monitors. LG recently announced a 48” UltraGear gaming monitor to complement their 42” and 48” C2 series. We expect other brands to introduce QD-OLED and WOLED models throughout the year.
- In 2022, for OLED monitors, we expect QD-OLED to account for a 27% share and WOLED to account for a 52% share. We expect OLED monitors to account for a 15% unit share of the advanced monitor market in 2022 vs a 9% share in 2021.
- For MiniLEDs, we expect Apple to announce a 27” MiniLED monitor later this year that is driving significant panel shipments in 2022. Panel production for this model has begun and accounts for a 34% share of all MiniLED LCD panels for 2022. The Apple 27” MiniLED monitor is expected to have 2X the number of dimming zones and 7X more MiniLEDs versus the 32” Pro Display XDR that is priced at $4999.
- In 2022, by brand for advanced monitors, we expect Apple to increase to a 26% unit share, up from 9% in 2021, followed by AOC at 16%, up from 12% in 2021 and Asus at 13%, down from 52% in 2021. For OLED monitors, we expect LGE to have a 43% share followed by Samsung at 11% and Asus at 9%.
Advanced Monitor Display Shipments by Technology
Advanced Monitor Display Shipments by Brand
- Although the total monitor market is expected to decline 4% Y/Y in 2022 and 3% Y/Y in 2023, we see continued growth for OLED and MiniLED monitors as prices continue to fall and more products enter the market.
- We do expect advanced monitors to increase share annually as prices fall and more products enter the marketplace, reaching more than a 7% unit share in 2026.
- For the forecast period, both OLEDs and MiniLEDs are expected to enjoy rapid growth, with OLEDs rising at a 100% CAGR to 2.4M units and MiniLEDs rising at a 67% CAGR to 10M units from 2021 - 2026.
- MiniLEDs are expected to continue to lead with the majority share through the forecast period. An open cell LCD panel combined with MiniLED backlights is very cost effective versus OLED. WOLED and QD-OLED are better suited for TVs and are not as bright as MiniLEDs.
- Although future cost optimized G8.5 IGZO FMM VTE RGB OLED fabs have been delayed, we see OLED sustaining a 15% to 21% share from 2022 - 2026. RGB OLEDs using FMM VTE equipment could be the best solution for OLED monitors due to the ability to achieve higher brightness.
Advanced Monitor Display Shipments by Technology
Advanced Monitor Display Shipments by Unit Share
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) or contact info@displaysupplychain.co.jp.
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Quarterly Advanced IT Display Shipment and Technology Report
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