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2009/09/04


2008-2018年 電子ペーパー市場 長期予測を発表
−2018年には96億ドル・電子ブックは7700万台規模に−

ディスプレイサーチ 日本事務所は 次世代表示技術として注目される「E-Paper(電子ペーパー)ディスプレイ」に関する総合的な調査レポート E-Paper Displays Report 2009 (2009年版)を8月下旬に発刊しました。本記事では掲載データの一部をご紹介します。

掲載レポート
E-Paper Displays Report 2009
「電子ペーパー調査レポート 2009年版」
・レポート本体(PDF)
・2008-2018年 市場分析データベース(用途別・技術別・サイズ別:ピボット編集機能付エクセル)

【特長】
電子ペーパーの技術動向及び2018年までの市場推移を予測した総合分析レポート。電子ペーパー関連企業180社以上の紹介、技術解説(ディスプレイ、フレキシブル基板、電極材料、アクティブマトリクス・バックプレーン、製造プロセス)、サプライチェーン分析等を詳細掲載、電子ブックの製品仕様も全て収録しました。ピボット機能付データベースにより、出荷数、出荷額、平均価格、サイズ、用途、フォームファクタ(フレキシブル、リジッド)、駆動方式(アクティブマトリクス、パッシブマトリクスまたはセグメント)、ディスプレイ技術(電気泳動、電気変色、双安定液晶、MEMS、電気湿潤、その他)といった様々な指標別に市場予測データを並び替えて確認できます。さらには電子ペーパー用途のタッチスクリーン化及びカラー化の搭載比率まで長期予測しています。

【章構成】 ※より詳細情報はこちらから
1. Executive Summary
2. Methodology and E-Paper Display Definitions
3. Market Drivers
4. E-Paper Display Technologies and Supply Chain
5. Substrates for E-Paper Displays
6. Electrodes for E-Paper Displays
7. Active Matrix Backplanes
8. Manufacturing Methods
9. Color E-Paper Displays
10. Auxiliaries Technologies
11. Market Analysis and Forecast

 


E-Paper Display Revenues Forecast to Reach $9.6B by 2018,
DisplaySearch Reports; E-Books to Reach 77M Units by 2018



In its recently released E-Paper Displays Report 2009 , DisplaySearch forecasts that the total e-paper display market will grow to 1.8 billion units and $9.6 billion in revenues in 2018, from 22 million units and $431 million in revenues in 2009, for a CAGR (compound annual growth rate) of 41%for revenues and 64% for units.

The market for e-paper displays which are found in e-books, e-textbooks, e-newspapers, e-magazines, mobile phones, electronic shelf labels, point-of-purchase and public signage displays, displays in smart and credit cards, clothes and other wearable items, and other applications has taken off this past year, becoming one of the few shining stars in the economic downturn.

“E-paper displays are taking off with consumers due to their low power consumption and ease of reading, especially in sunlight,” noted Jennifer Colegrove, Director of Display Technologies at DisplaySearch.“In addition, e-paper displays are 'green' because they reduce paper consumption, and electronic shelf labels can save time and labor costs by enabling dynamic pricing in stores.”

Figure 1: E-Paper Display Forecast


Source: DisplaySearch E-Paper Displays Report 2009

E-book displays currently account for the majority of e-paper revenues. Nearly all e-book devices currently in the market use E Ink’s electrophoretic display technology, with a small number such as Fujitsu’s FLEPia using cholesteric LCD (liquid crystal display) technology. Other electrophoretic display suppliers SiPix and Bridgestone have announced that they will also commercialize e-book displays.

Additional findings from the DisplaySearch E-Paper Displays Report 2009:

  • The number of e-book/e-text books (5-9.x”) models went from one model in 2003-2004 to three in 2006, to about five in 2007. In 2009, the number of models jumped to about 20. The e-paper display market for e-books and e-textbooks (5-10”) is forecast to grow from about 1 million units in 2008 to 77 million units in 2018.

  • Color e-book displays recently entered the market with Fujitsu’s 8” FLEPia e-book. Due to the high price and technical challenges, DisplaySearch forecasts color e-books will not reach high volumes before 2011.

  • Electrophoretic was the leading technology in 2008, and DisplaySearch forecasts that the technology will continue to lead the e-paper display market growth for this forecast period, and reach $5.8 billion by 2018.

  • Bi-stable LCD was the second largest e-paper display technology by revenues in 2008; DisplaySearch forecasts this segment will reach $2.5 billion by 2018.

  • MEMS (micro-electro mechanical system) display technology will expand from small size mobile phone displays to color and medium size e-book displays over the next few years.

  • Electrochromic displays are targeting low-cost, high-volume smart label and card display applications. DisplaySearch forecasts that electrochromic will become the leading technology in terms of unit volume for e-paper displays by 2013.

Table 1: Comparison of E-Book Display Technologies

E Ink

SiPix

Bridgestone

Kent Displays
& Fujitsu

Technology

Electrophoretic

Electrophoretic

Electrophoretic

Cholesteric
liquid crystal

E-Book
example

Sony LIBRIe,
Amazon Kindle

prototype>

prototype

Fujitsu’s FLEPia

Commercial
availability

Since 2004,
2006, 2007

End of 2009

End of 2009

Since 2009

White color
reflectivity

~50%

40%

~30%

~20-45%

Contrast ratio

~15:1

~10:1

~10:1

~10:1

Response time

250 ms

400-200 ms

<1 ms

~300 ms

Advantages

Big market share;
mature supply chain

AUO is big investor,
area color might be easier

Air media, very
fast response time

Full color

Items needing
improvement

Color and
response time

Color and
response time

Image sticking issues

Cost and
response time

Source: DisplaySearch E-Paper Displays Report 2009

The DisplaySearch E-Paper Displays Report 2009 is a comprehensive analysis of the e-paper display technologies and their market forecasts through 2018. The report profiles over 180 e-paper display related companies, with a breakdown by technology description of display, flexible substrates, electrode material, active matrix backplane, manufacture process, and supply chain. E-book product specifications are all provided in the report. The Excel database provides a pivot table with market forecast by unit, revenue, ASP, size, applications, two form factors (flexible or rigid), two driving methods (AM or PM/segmented), and six different display technologies: electrophoretic, electrochromic, bi-stable LCD, MEMs, electrowetting and others. This report also covers touch screens for e-paper displays and outlook on the touch screen penetration through 2018. Color e-paper display technology is also discussed, and color e-book and e-newspaper growth is forecasted through 2018. For more information on this report, please contact your regional DisplaySearch office in China, Japan, Korea or Taiwan.



より詳細な分析データ及びアナリスト見解を希望のお客様は、ぜひ当該レポートをお買い求めください。
商品情報のお問い合わせはこちらから。


【レポート本体編:目次】

1. Executive Summary

 1.1 Key Findings
 1.2 Business Strategy Recommendations

2. Methodology and E-Paper Display Definitions
 2.1 Definition and Scope
 2.2 Methodology

3. Market Drivers
 3.1 Ease of Reading
 3.2 Color
 3.3 Resource Conservation

4. E-Paper Display Technologies and Supply Chain
 4.1 Electrophoretic Displays
   4.1.1 Micro-Encapsulated Electronic Ink
   4.1.2 Microcup Electrophoresis
   4.1.3 Technology Advantages and Challenges
 4.2 Electrochromic Displays
   4.2.1 Supply Chain
   4.2.2 Technology Advantages and Challenges
 4.3 Bi-stable Liquid Crystals
   4.3.1 Cholesteric Displays
   4.3.2 Polymer-Dispersed Bi-stable Liquid Crystals
   4.3.3 Bi-stable Nematic LCD
   4.3.4 Supply Chain
   4.3.5 Technology Advantages and Challenges
 4.4 Micro ElectroMechanical System (MEMS) Displays
   4.4.1 Supply Chain
   4.4.2 Technology Advantages and Challenges
 4.5 Electrowetting Displays
   4.5.1 Supply Chain
   4.5.2 Technology Advantages and Challenges
 4.6 Other Technologies
   4.6.1 Gyricon Displays
   4.6.2 Opalux Photonic Ink.
   4.6.3 Magnetochromatic Beads
 4.7 Summary

5. Substrates for E-Paper Displays
 5.1 Rigid Substrates
 5.2 Flexible Substrates
   5.2.1 Plastic Substrates
   5.2.2 Metal Foils
   5.2.3 Paper and Fabric Substrates

6. Electrodes for E-Paper Displays
 6.1 Indium Tin Oxide (ITO)
 6.2 ITO Replacements
   6.2.1 Conductive Polymer
   6.2.2 Carbon Nanotubes
   6.2.3 Metal Nanowire

7. Active Matrix Backplanes
 7.1 Different Types of TFT
 7.2 Flexible AM Backplanes
   7.2.1 Organic TFT on Plastic
   7.2.2 a-Si on Metal Foil
   7.2.3 a-Si on Plastic

8. Manufacturing Methods
 8.1 Batch Process
 8.2 Roll-to-Roll Process
 8.3 Patterning Technologies

9. Color E-Paper Displays  
 9.1 Color Filter Method
 9.2 Spatial Color Sub-Pixel Method
 9.3 Stacking Method

10. Auxiliaries Technologies
 10.1 Touch Screen Brief Introduction
 10.2 Touch Screen Recommendations for E-Paper Displays
 10.3 Side Light or Front Light

11.0 Market Analysis and Forecast
 11.1 E-Books, E-Textbooks, E-Newspapers and E-Magazines
   11.1.1 Products and Specs
   11.1.2 Supply Chain
   11.1.3 Factors for a Successful Electronic Reading Device
 11.2 Market Forecast by Application
   11.2.1 E-Books and E-Textbooks
   11.2.2 E-Newspapers and E-Magazines
   11.2.3 Clothes and Wearable Displays
   11.2.4 Card Displays
   11.2.5 Electronic Shelf Labels (ESL)
   11.2.6 Point of Purchase (POP) and Public Signage
   11.2.7 Mobile Phones
   11.2.8 Removable Storage Devices
   11.2.9 Other Applications
 11.3 Market Summary and Breakdown by Display Technology Type
   11.3.1 Shipment and Revenue by Form Factor: Flexible vs. Rigid
   11.3.2 Display Area


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タッチパネル市場セミナー2009&太陽電池市場セミナー2009

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