Counterpoint Research：2020-2027年期间全球显示器设备支出预计累计达到758亿美元

Group 1 - The core viewpoint of the article highlights the increasing capital expenditure in the display manufacturing sector driven by the growing demand for OLED and LCD displays across various industries, with a projected total global spending of $75.8 billion from 2020 to 2027 [1][5] Group 2 - The primary technology driving significant capital expenditure is OLED, with a projected 31% year-on-year growth in OLED-related equipment spending by 2025, while LCD spending is expected to decline by 45% [2] - From 2025 to 2027, OLED is anticipated to account for 80% of total investment, while LCD's share will drop to just 17% [2] Group 3 - Most OLED manufacturers with 6th generation production lines are expanding to 8.7 generation lines without changing deposition methods, benefiting from stable yields and advancements in Fine Metal Mask (FMM) technology [6] - Chinese manufacturers are exploring alternatives to FMM technology, with companies like Visionox and Tianma considering light-patterned OLED and RGB inkjet OLED processes, respectively, as key moves for competitiveness and cost advantages [6] Group 4 - The display equipment supply chain is lengthy and fragmented, with over 170 different manufacturers tracked in the display equipment industry [9] - Canon, including Anelva and Tokki, is expected to lead the market with a projected 9% revenue growth by 2025, achieving a market share of 12% [9] - Applied Materials' market share is expected to slightly decline to 9%, while Nikon's market share is projected to decrease with a 22% year-on-year revenue drop [9]