Metal Oxide TFT Backplanes for Displays 2014-2024: Technologies, Forecasts, Players
Metal oxide display backplanes have already gone commercial. Sharp has invested in establishing a Gen8 IGZO plant at its Kameyama plant in Japan while LG has also selected IGZO backplanes for its large-sized white OLED technology. At the same time, Chinese companies such as BOE are fast playing catch up with both prototype and production capacity announcements.
IDTechEx estimates that 7 km sqr of metal oxide backplanes will be used in the OLED industry in 2024, enabling a 16 billion USD market at the display module level. The LCD display market will add an extra demand of at least 1 km sqr per year in 2024 for metal oxide backplanes.
The display industry continues to rapidly change and seek new markets. Long term trends are still prevalent and shape global activity. Examples include reducing power consumption, improving image resolution, and decreasing device thickness. At the same, the need to differentiate and capture new markets such as wearable electronics is first bringing in robust and then flexible and bendable displays. These trends will drastically affect the technology requirements at many levels including the backplane level. This will stretch several existing solutions beyond likely performance limits, thereby creating openings and opportunities.
The technology space for backplanes is complex. It consists of (a) mature technologies such as amorphous and polycrystalline silicon, (b) emerging technologies such as organic and metal oxides and (c) early state technologies such as graphene, carbon nanotubes, nanowires, etc. No single technology offers a one-size-fits-all solution and many technologies will co-exist in the market. Betting on the right technology will remain a decision-making nightmare.
It is within this complex and changing space that metal oxide are emerging. They promise low leakage currents, high mobility, amorphousity, stability and wide bandgap. These attributes promise to enable, respectively, power consumption reduction, compatibility with current-driven OLEDs and/or 3D displays, image uniformity over large areas, long lifetime and transparency.
In the short term, this will help enable higher resolution and lower power consumption levels in displays including LCDs (particularly in medium- to large-sized displays); while in the medium- to long-term metal oxides will help enable uniform medium- to large-sized OLED displays.
Figure 1: Radar chart benchmarking attributes of different backplane technologies. There is no-on-size-fits-all solution that clearly satisfies all emerging technical requirements
IDTechEx draws upon its technical and market expertise to make sense of this space. IDTechEx analysts have hands-on experience of fabricating, characterising and modelling metal oxide TFTs and have developed a detailed body of market and technology knowledge around displays with strong emphasis on OLED displays including plastic and flexible versions. In this report, IDTechEx will deliver the following:
1. Ten-year market forecasts by market share, area coverage and market value (at module level) for LTPS, organics, a-Si, and metal oxides in
OLED mobile phones
OLED wearable devices
OLEDs in automotive and aerospace sectors
2. Ten year market forecasts for metal oxide backplanes in the LCD industry
3. Technology assessment, benchmarking and trending: IDTechEx provides detailed technology assessment and benchmarking of metal oxides and all other rival TFT technologies including organics, silicon (amorphous, nanocrystalline and polycrystalline), graphene, and carbon nanotubes.
IDTechEx will also provide up-to-date information and analysis on flexible and/or printed backplanes
4. Driver and trends: IDTechEx will identify and assess are macro level drivers and trends and will discuss how they will impact the industry as a whole and metal oxide backplanes in particular.
5. Company profiles
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