2017年AMOLED蒸镀/封装设备采购金额高达95亿美元

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2017年AMOLED蒸镀/封装设备采购金额高达95亿美元

2017-02-14 iHS CINNO

平板显示器（FPD）行业正处于建设新工厂以生产AMOLED显示器的历史性浪潮中。据IHS Markit报告显示，这将在2017年带来价值95亿美元的AMOLED特定生产设备采购。

IHS Markit指出，用于生产TFT（薄膜晶体管）基板的设备将占2017年总市场的47％，总营收为44亿美元。有机发光层蒸镀和封装治具在今年将分别创造22亿美元和12亿美元的营收。

IHS Markit的高级总监Charles Annis表示：“蒸镀OLED材料有很多方法。然而，用于高分辨率移动显示屏生产的精细金属掩模（FMM）蒸镀工具占当前新工厂建设的蒸镀设备营收的大部分。”

蒸镀设备在技术上非常复杂，包括由机器人链接的多个集群真空工具。每个工具包括蒸发源和光罩对接功能，并且需要大量的泵送系统。

这些工具通常非常大，长度可以超过100米，因此这需要大量的资本投入。

Annis说：“高性能AMOLED蒸镀设备的市场主要由CanonTokki主导，他们在2016年占了一半以上的市场。至少有五家蒸镀设备厂商希望利用此次爆炸性的市场机遇。然而，由于大型面板制造商对Canon Tokki拥有的批量生产经验十分感兴趣，我们预计这家公司在2017年将会获得进一步的市场份额增长。”

AMOLED还需要高性能封装以防止敏感的有机发光材料出现环境降解。封装层通常由金属、玻璃或薄膜堆叠制成。然而，目前大部分正在建设中的新AMOLED工厂都把目光瞄准柔性塑料显示器上，而这依赖于成本密集的多层薄膜封装（TFE）。

Annis说：“在过去几年里，柔性AMOLED生产厂商在简化TFE结构上取得了非常大的进步。即使如此，在封闭环境中蒸镀高质量无机膜和打印有机层的生产率仍然是一个复杂的挑战。大量的蒸镀室和辅助工具需求使得TFE生产线成为AMOLED设备市场中最大的业务之一。”

估计在2016年至2018年间，AMOLED生产设备的支出约为230亿美元。设备制造商、特别是提供蒸镀和封装解决方案的设备制造商将会迎来历史性的营销机会。

AMOLED Production Equipment Purchases to ReachRecord High in 2017

LONDON (February 8, 2017) – The flat-panel display (FPD) industry is in the midst of a historic wave of building new factories to manufacture active matrix organic light emitting diode (AMOLED) displays. This will drive $9.5 billion worth of AMOLED-specific production equipment purchases in 2017, according to IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions.According to the IHS Markit Display Supply Demand & Equipment Tracker, the equipment used for producing TFT backplanes will account for 47 percent of the total market in 2017, worth $4.4 billion in revenues. Organic light-emitting layer deposition and encapsulation tools will generate record revenues of $2.2 billion and $1.2 billion, respectively, this year.

“A variety of approaches can be used to deposit OLED materials. However, fine metal mask (FMM) evaporation tools, used for high-resolution mobile display production, account for the majority of the deposition equipment revenue in the current wave of new factory construction,” said Charles Annis, Senior Director at IHS Markit.

Evaporation machines are technically highly complicated, consisting of multiple cluster vacuum tools linked by robots. Each tool consists of evaporation sources and mask-docking capabilities, and requires substantial pumping systems. The tools are typically very large and can exceed 100 meters in length at a high-volume production factory. This subsequently requires significant capital outlays.

“The market for high-performance AMOLED deposition equipment is dominated by Canon Tokki, which accounted for over half of the market in 2016,” Annis said. “At least five other evaporation makers are rushing to take advantage of the explosive market opportunity. However, with strong panel maker interest in Canon Tokki’s unrivaled mass production experience, we expect the company to make further market share gains in 2017.”

AMOLEDs also require high-performance encapsulation to prevent sensitive organic light-emitting materials from environmental degradation. Encapsulation barriers are typically fabricated from metal, glass or stacks of thin films. However, a substantial share of the new AMOLED factories now under construction will target production of plastic, flexible displays, which rely on cost intensive, multi-layer thin film encapsulation (TFE).

“Flexible AMOLED makers have done an incredible job simplifying their TFE structures over the past several years. Even so, the productivity of depositing high-quality inorganic films and printing organic layers all in a closed environment remains a complicated challenge,” Annis said. “The requirement of a large number of deposition chambers and auxiliary tools make TFE lines one of the largest segments of the AMOLED equipment market.”

With an estimated $23 billion of expenditures on AMOLED production equipment between 2016 and 2018, equipment makers, particularly those offering deposition and encapsulation solutions, will be enjoying a historic sales opportunity.