投稿

ブイ・テクノロジー、次世代OLEDマスクおよび蒸着技術開に向けた子会社設立と照明用OLEDパネルメーカーLumiotecの買収決定について発表

ブイ・テクノロジーは2月7日OLED用次世代蒸着マスク「ファインハイブリッドマスク(FHM)」の製造および次世代蒸着技術の開発に向け、山形県米沢市に「有機エレクトロニクス事業化実証施設」を設立し、OLED関連製品を開発・製造することを明らかにした。設備投資額は2~3年間で約50億円程度の計画中で、2018年4月に着工を開始し8月に竣工、10月にマスクサンプルの出荷を目指している。

 

ブイ・テクノロジーのFHMは、従来のFMM製造方式とは異なる電気鋳造(Electroforming)方式とノンテンション(Non-tension)構造を採用し、マスクの重さを従来比1/10程度まで下げたマスクである。重さの減少で自重によるマスクのたわみと影の影響(シャドー現象)問題を解決することができた。ブイ・テクノロジーは2017年4月に開催されたファインテック・ジャパン 2017で738ppiのUHDを実現可能なFHMを公開したことがある。

<ブイ・テクノロジーが公開したノンテンション構造のFHM>

またブイ・テクノロジーは照明用OLEDパネルメーカーLumiotecの全株式譲受けについて基本合したと発表した。Lumiotecは日本の照明用OLEDパネル専門会社として、室内照明の他に什器用や展示用など様々なOLED照明を供給している。

<Lumiotecのラウンジ照明、参考:Lumiotec>

ブイ・テクノロジーはLumiotecが保有している技術と事業ノウハウが自社グループの発展に貢献すると期待している。株式の譲受けは4月に行われる予定だが、譲渡価格などの情報については非公開となっている。

Lighting Industry Market Control by Stable Major Companies, OLED Lighting Shakes It Up

Key companies of lighting industry, such as Osram, Philips, Panasonic, and GE Lighting, occupies approximately 70% of total lighting market and maintains stable entry barrier. Most of the key companies are also actively carrying out OLED lighting development as next generation lighting. As they reveal new OLED lighting panels each year, it is estimated that these companies will play a major role in next generation lighting market.

However, once OLED lighting market is vitalized, the existing lighting companies’ stable market control is expected to be rattled.

OLED Lighting Annual Report, published by UBI Research, pointed out that major lighting companies have already invested in LED lighting in large scale, and estimated until the investment cost is returned new investment for OLED lighting will be difficult. To stimulate OLED lighting market the report suggested push market, a strategy being used in display market. According to the report, the production cost competitiveness can be achieved through aggressive investment by LG Chem. and new OLED lighting companies such as Lumiotec. The report also estimated once OLED lighting market is open through aggressive investment and push market strategy, the lighting market leadership will be transferred to new OLED lighting companies which invested in OLED lighting early from major companies which missed investment timing.

Total Lighting Market Structure Forecast

Total Lighting Market Structure Forecast

OLED lighting market is currently being formed through specialized uses such as for interior/outdoor design, shop, restaurant, medical, and cosmetic. Konica Minolta has already completed mass production line investment and the line has been in operation since the end of 2014. LG Chem. is also positively considering mass production line investment. When OLED lighting panel’s active mass production begins, the market is forecast to expand as specialized lighting and replacement lighting for incandescent and fluorescent lights. From 2020, when OLED lighting panel is estimated to achieve reasonable price as interior lighting through major panel companies’ active mass production, it is estimated it will grow by encroaching part of LED lighting market.

From 2017 OLED lighting panel market for interior lighting is forecast to grow rapidly at CAGR of approximately 90%, and record US$ 5,700 million revenue in 2025. Flexible OLED lighting panel is estimated to be used where normal lighting application is difficult and occupy approximately 27% of OLED interior lighting market in 2025.

Interior Lighting Market Forecast

Interior Lighting Market Forecast