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]

根据 Counterpoint 最新发布的 《显示屏资本支出与设备市场份额季度报告》 ，由于 OLED 方面的支出增 加，以及液晶显示器（LCD）方面支出略有上升，该机构已将 2020 年至 2027 年的显示屏设备支出预测 上调了 2%，至 770 亿美元。 OLED方面支出的增加，主要可归因于两条第 6 代（G6）移动面板生产线向柔性面板的转换，以及一条 第 8.7 代（G8.7）信息技术（IT）领域的 OLED生产线额外扩充了 7500 片基板的产能。由于新增了第 8.7 代（G8.7）OLED 制造工厂，进行了柔性 / 低温多晶氧化物（LTPO）面板的转换，还扩充了大于 85 英寸电视品类的产能，预计从 2023 年到 2027 年，OLED 设备支出每年都会有所增加，到 2027 年将达到 83 亿美元。而这些增长反过来又将受到 OLED 在智能手机、平板电脑和笔记本电脑中渗透率不断上升， 以及面板平均尺寸不断增大的推动。 按技术分类的显示屏设备支出 （以设备到位时间为基准） 2020 年至 2027 年显示屏设备支出预测上调了 2%，达到 770 亿美元。 OLED 在智能手机、平板电脑和笔记本电 ...