DSCC sees fast growth ahead for the use of inkjet printing technologies for the production of quantum dots color conversion layers in OLED displays.
As you can see in the chart, the gray area represents the capacity (in 1,000 sqm) at Samsung's QD-OLED Fabs.
DSCC says that QD displays (QD-OLED and QD-LCD) will continue to grow, with area growth of nearly 15% in 2023. The largest application for QD displays by far is TV, with 15.6 million QD-enhanced TVs to ship in 2023.
Regarding QD-OLED panels, DSCC notes that the only producer today is Samsung Display, that has a converted LCD line with plans to reach a capacity of 45,000 8.5-Gen substrates per month by 2025. The company did not yet commit to further investments. QD-OLED production, by area, will reach 1.7 million square meters in 2025. QD-LCD panel area will reach 23 million square meters in the same year.
DSCC says that over 500,000 QD-OLED TVs will ship in 2022, offered by both Sony and Samsung. Shipments are expected to grow and reach 1.5 million units in 2026.
The main limitation for QD-OLED TVs will by Samsung's production capacity. In 2023 the company will add 49-inch monitors and 77-inch TV panels, as SDC will start using Multi-cut Mother Glass (MMG) technology.
Display market research firm DSCC says that QDEF technology (QD films for LCD displays) will continue to grow at a fast pace, rising from $236 million in 2022 to $326 million in 2025. The main market will remain TV applications. This forecast does not include any perovskite-based films.
QDEF are quantum dots enhancement films, used to enhance the color gamut of LCD displays. The main display applications for QDEF are in TVs, monitors and laptops.
China-based Leyard Optoelectronics says it is starting to produce microLED large-area displays that use blue microLEDs and QD based color convestion.
Leyard uses Saphlu'x NPQD technology (it is a stakeholder in Saphlux), which makes use of a nanopore structure to deposit the quantum dots on blue microLED chips. Saphlux says that the nanoporous structure has a unique scattering effect, which enhances light conversion efficiency and the reliability of the quantum dots. The solution also provides a wide color gamut, good color consistency and high efficiency.
Market research firm Omdia says that the sale of QD-enhanced LCD TVs will decline in 2022 to $17.67 billion, down 3.1% from the revenues in 2021. This is the first time since 2017 when the first such TVs were introduced, that the market will decline.
Shipments of QD-LCDs will actually increase this year, but revenues will decline because more of these TVs will be lower in price. 52% of such TVs will cost less than $1,000 this year, up from only 36.5% of the TVs in 2021.