Analysis of COF adoption for OLED and Apple iPad/Mac.
In 2022, the world economy was already weakened by the ongoing effects of COVID-19 when it suffered a devastating blow from Russia's invasion of Ukraine. The COF market has also significantly contracted due to the global economic downturn and accelerating inflation. In the first quarter, the COF market showed a trend of increasing production month by month. It is believed that the inventory of LCDs was resolved by the end of the year. The order situation for DDI and COF has seen an increase in orders for short lead-time products. Historically, an increase in short lead-time products during the downturn phase of the market has often preceded a full recovery. The prices of large LCDs are also on the rise. There are expectations for inventory buildup ahead of China's 618 shopping festival and Amazon Prime Day. The COF market is predicted to expand production in the second half of the year. The decline in 2022 was greater than actual demand. However, a rebound is anticipated in 2023. If production of large LCDs increases even slightly in the second half of 2023, there is a possibility that COF could temporarily face shortages. The COF market in 2022 experienced an unprecedented decline. In 2023, depending on the macroeconomic situation, the COF market is expected to rebound and show growth.
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The future demand for COF is expected to drive market growth for OLEDs. The adoption of OLEDs for IT applications such as laptops, tablets, and monitors is gaining momentum. The anticipated release of Apple's OLED-equipped iPad and Mac in 2024 is expected to further expand the market. It is also expected that COF will be adopted in these models. The adoption of COF seems to coincide with the implementation of narrow bezel designs. Apple's design has a significant impact on the industry. It is expected that the trend towards narrow bezel designs will also progress beyond Apple, leading to an expansion in the adoption of COF. COF is set to boost the market for OLEDs. As the use of OLEDs expands, a sustainable market is expected to be formed.
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￥98,000
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P2
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This report analyzes the current market trends of TAB/COF, summarizing market trends, manufacturer shares, and the business development status of each manufacturer. It also analyzes the adoption trends of OLED, which is expanding as a new application, and the expected introduction of Apple's OLED-type iPad and Mac in 2024.
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A market and technology research company specialized in the field of implementation technology: chip mounters, semiconductor assembly equipment, automatic visual inspection, IC packages, BGA/CSP/FC.