Tom qab poob 59% hauv 2023, kev siv cov khoom siv yuav tsum rov qab los hauv 2024, nce 54% mus rau $ 7.7B. Kev siv nyiaj LCD yuav tsum tau nce siab dua OLED cov cuab yeej siv ntawm $ 3.8B vs. $ 3.7B accounting rau 49% mus rau 47% kom zoo dua nrog Micro OLEDs thiab MicroLEDs suav rau qhov seem.

Xyoo 2024, Samsung Display's G8.7 IT OLED fab, A6, yuav suav rau kev siv nyiaj siab tshaj plaws nrog 30% sib koom ua raws li Tianma's TM19 G8.6 LCD fab nrog 25% qhia thiab Tuam Tshoj Star's t9 G8.6 LCD fab nrog 12% qhia thiab BOE's G20 LTPS LCD fab B9% Nyob rau hauv tag nrho, Samsung Display yuav tsum ua tus thawj coj hauv 2024 cov khoom siv khoom siv nrog 31% sib koom ua raws li Tianma ntawm 28% thiab BOE ntawm 16%. DSCC qhov kev kwv yees qhov tseeb tshaj tawm cov sijhawm teem sijhawm los ntawm kev siv thev naus laus zis los ntawm 2028.

Canon / Tokki cia siab tias yuav coj nrog 13.4% feem ntawm kev xa khoom nrog lawv cov nyiaj tau los nce 100% mus rau ntau dua $ 1B, ua rau FMM VTE ntu thiab # 2 nyob rau hauv raug. Cov ntaub ntawv siv tau yuav tsum tuav lub # 2 txoj haujlwm nrog 8.4% sib koom ntawm 60% kev loj hlob ua hauv CVD, TFE CVD, backplane ITO / IGZO sputtering thiab CF sputtering thiab 2nd hauv SEMs. Nikon, TEL thiab V Technology cia siab tias yuav dhau los ntawm 5 sab saum toj.

IT fabs xav tias yuav suav txog 78% ntawm 2024 cov khoom siv khoom siv, nce ntawm 38%. Txawb yuav tsum suav rau qhov sib koom siab tshaj plaws tom ntej ntawm 16%, nqis los ntawm 58%.

Oxide yuav tsum ua tus thawj coj hauv 2024 cov cuab yeej siv los ntawm kev rov qab nrog 43% feem, nce los ntawm 2% ua raws li a-Si, LTPO, LTPS thiab CMOS.

Los ntawm cheeb tsam, Tuam Tshoj xav tias yuav ua tus coj nrog 67% feem, nqis los ntawm 83%, ua raws li Kaus Lim Kauslim nrog 32% feem, nce ntawm 2%.