Market updates

DSCC: the QD materials market to reach $100 million in 2024, will grow to $122 million by 2027

DSCC says that the demand for QD materials in the display industry is growing, and the market will grow to $100 million in 2024. It will continue to grow and reach $122 million in 2027. 

The main application is in LCD displays (color conversion), but materials used in QD-OLED's (by Samsung Display) is growing and accounts for 31% of the market (in the chart above DSCC notes QD-OLEDs as QD-CC). Production of QD-OLED panels is limited (SDC's total capacity is for around 2 million panels per year) but the material usage is large compared to QD-LCDs.

Read the full story Posted: Mar 13,2024

IDTechEx: QDs are the ultimate display emitters, the global QD market will reach $550 million by 2034

IDTechEx posted an article detailing the company's views on the quantum dot materials market for the display industry. The article details the progress from QD on Edge technology, to QDEF,  QDOG, QDCC and finally QLED displays (emissive QDs, or QD-EL).

IDTechEx believes that QDs are the "ultimate emissive material for displays", tracking efficiency and lifetime improvements. IDTechEx estimates that the global market for QD materials will reach $550 million by 2023 - this includes all QD applications, not just displays (but displays is one of the major markets).

Read the full story Posted: Sep 24,2023

Nanosys: we shipped QD materials for over a thousand display products

Quantum Dots developer Nanosys announced a milestone in QD technology commercialization - the 1,000th unique display product that utilizes its QD materials. Nanosys says that it has shipped over 140 tons of QD materials and it holds more than 800 unique patents.

Nanosys offers QD solutions for LCDs, OLEDs, microLEDs and QD-EL displays (which it calls nanoLEDs). The company’s tier-one customer base includes all top-10 global television brands and four of the top-five IT brands, including Samsung, LG, Sony, VIZIO, TCL, Hisense, Acer, ASUS, and Phillips.

Read the full story Posted: Apr 12,2023

DSCC sees QD display production growing 15% in 2023, with further growth ahead

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.

Read the full story Posted: Mar 01,2023

Leyard says it is ready to mass produce microLED displays with quantum dots color conversion technology

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.

Read the full story Posted: Jul 31,2022

DSCC sees the QD-OLED TV market growing from 500,000 units in 2022 to 1.5 million units in 2026

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.

Read the full story Posted: Jul 19,2022

Omdia: sales of QD-LCD TVs will decline 3.1% in 2022

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.

QD-LCD TV revenue estimates (2019-2022F, Omdia)

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.

 

Read the full story Posted: Feb 06,2022

DSCC sees the QDEF market reaching $326 million by 2025

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 film revenues forecast (2022-2025, DSCC)

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.

Read the full story Posted: Jan 19,2022