| 出版社 | Mordor Intelligence |
| 出版年月 | 2025年6月 |
Flexible Display – Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 – 2030)
フレキシブルディスプレイ市場レポートは、ディスプレイタイプ（OLED、ペーパーディスプレイなど）、フォームファクター（折りたたみ式、巻き取り式、曲げ式、マイクロLEDなど）、基板材質（ガラス、プラスチック – ポリイミド（PI）、プラスチック – PET/PEN、金属箔など）、用途（スマートフォン、タブレット、スマートウェアラブル、テレビ、デジタルサイネージなど）、および地域別にセグメント化されています。
フレキシブルディスプレイ市場規模は2025年に205.2億米ドルに達し、2030年には751.4億米ドルに達すると予測されており、この期間のCAGRは29.64%と力強い伸びを示しています。この評価額の急上昇は、規模の経済、材料のブレークスルー、製品設計の自由度が融合し、フレキシブルパネルがニッチな概念から、民生用電子機器、モビリティ、産業環境全体の主流のインターフェースへと移行する転換点を示しています。第8.6世代OLEDファブへの生産投資、急速な巻き取り式ディスプレイのイノベーション、マイクロLEDのウェアラブル機器への移行により、対象市場が拡大しています。また、ガラスフリーモジュールを求める規制の圧力により、欧州では新たな用途が生まれています。中国メーカーが韓国メーカーよりも速いペースで生産能力を拡大し、既存のコスト構造に挑戦し、価格下落を加速させる中、競争は激化しています。同時に、ポリイミド、封止、ヒンジのノウハウを確保している統合型プレーヤーは、供給ショックや訴訟リスクからの保護に努めています。
フレキシブルOLEDスマートフォンパネルの出荷台数は2024年に26%増の7億8,400万台に達し、新たなフォームファクターが買い替え需要を刺激していることを浮き彫りにしています。2025年後半に予定されている新しい三つ折りデザインは、360度回転と、折り目の視認性を低減する超薄型ガラスを採用し、ブランド差別化を強化します。中国からの新規参入企業は、ヒンジの耐久性目標を定め、設計から発売までのサイクルを短縮することで急速に市場を拡大し、既存企業に価格とイノベーションのスピードでプレッシャーをかけています。ヒンジ、耐熱ポリイミド、透明カバーフィルムを中心とした部品エコシステムは、直接的な恩恵を受けます。この好調な市場はアクセサリ市場や修理市場にも波及し、サービス収入源を創出しています。
Flexible Display Market Analysis
The flexible display market size stands at USD 20.52 billion in 2025 and is forecast to reach USD 75.14 billion by 2030, translating into a powerful 29.64% CAGR over the period. The valuation leap signals a turning point in which scale economies, material breakthroughs and product design freedom converge to shift flexible panels from niche concepts into mainstream interfaces across consumer electronics, mobility and industrial environments. Production investments in Gen-8.6 OLED fabs, rapid rollable innovation and the migration of micro-LED into wearables are widening the addressable base, while regulatory pushes for glass-free modules spur fresh applications in Europe. Competitive intensity is rising as Chinese manufacturers expand capacity faster than Korean incumbents, challenging established cost structures and accelerating price declines. Simultaneously, integrated players that secure polyimide, encapsulation and hinge know-how are insulating themselves from supply shocks and litigation risk.
Flexible Display – Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 – 2030)
List of Companies Covered in this Report:
- Samsung Display Co., Ltd.
- LG Display Co., Ltd.
- BOE Technology Group Co., Ltd.
- ROYOLE Corporation
- E Ink Holdings Inc.
- AU Optronics Corp.
- Sharp Corporation
- Innolux Corporation
- TCL CSOT
- Visionox Co., Ltd.
- Tianma Micro-electronics Co., Ltd.
- Truly International Holdings
- Japan Display Inc.
- Microtips Technology
- FlexEnable Technology Ltd.
- Plastic Logic Germany
- Chunghwa Picture Tubes Ltd.
- Shenzhen China Star Optoelectronics Technology
- Huawei Technologies Co., Ltd. (Panel R&D)
- Guangzhou OED Technologies Co., Ltd.
- Universal Display Corporation
Segment Analysis
OLED held an 85% share of the flexible display market in 2024, leveraging emissive pixels that enable thinner, curve-friendly modules without backlights. Cost erosion from Chinese fabs and evaporator throughput gains have kept OLED the panel of choice for smartphones, watches and curved infotainment clusters. At the same time, micro-LED shipments are scaling from pilot to early mass production, posting a 36% forecast CAGR as quantum-dot colour converters, mass-transfer accuracy and repair yields improve. Automotive head-up displays and rugged wearables benefit first because micro-LED pushes brightness to 10,000 nits and delivers long lifetimes even under high thermal load, as evidenced by Tianma’s 8-inch prototype. E-paper holds a niche in low-power signage and logistics tags, while quantum-dot LCD hybrids continue bridging price and colour-gamut gaps for mid-range devices.
OLED dominance faces three pressure points. First, inorganic micro-LED material longevity dilutes OLED’s burn-in risk narrative. Second, Gen-8.6 cost advantages narrow the ASP gap between rigid and flexible OLED, nudging budget segments toward flexible form factors. Third, quantum-dot on-chip approaches are now compatible with roll-to-roll plastic substrates, seeding future competition in ultra-large transparent windows. Even so, ecosystem maturity, equipment depreciation and abundant supply keep OLED firmly in charge through the mid-term.
Foldable devices captured 71% of the flexible display market in 2024 and remain the volume engine as smartphone vendors race to iterate bi-fold, tri-fold and wrap-around formats. Patent barricades on hinge geometry and UTG lamination reinforce the lead of first movers yet do not preclude rivals that licence or innovate alternative kinematic stacks. Rollable screens, forecast to expand at a 39% CAGR, unlock spatial efficiency by retracting into compact housings, aligning with consumer demand for pocket-friendly yet expansive displays. Early notebook and tablet rollables demonstrate that motorised spools and stretch-limiting lamination can achieve repeatability over 30,000 actuations.
Bendable and conformable displays remain staples in curved edge phones, fitness bands and automotive radars thanks to their simpler mechanical loads. A nascent “form-factor free” class, enabled by stretchable substrate meshes and serpentine circuit patterns, is under active exploration for skin-adhesive health patches and soft robots. Academic output on stretchable displays jumped from 17 papers in 2014 to 197 in 2023, mirroring heightened R&D investment. While commercialisation lags, the progress sets the stage for ubiquitous ambient display surfaces later in the decade.
The Flexible Display Market Report is Segmented by Display Type (OLED, -Paper Display, and More), Form Factor (Foldable, Rollable, Bendable, Micro-LED, and More), Substrate Material (Glass, Plastic – Polyimide (PI), Plastic – PET/PEN, Metal Foil, and More), Application (Smartphones and Tablets, Smart Wearables, Televisions and Digital Signage, and More), and Geography.