In terms of television, WitsView pointed out that since OLED's printing and coloring technology is not yet mature, the current material utilization rate of evaporation method is only 20-30%. If full color evaporation is used on TV, it will face production yield. And the problem of low material utilization rate, TVs are now mostly based on WOLEDs, that is, yellow/green and blue light emitting layers are mixed into white light, and they are combined with color filters to achieve full colorization. This architecture is in contrast And there are still advantages in thickness, but if you look at the performance of color saturation, with the backlight of Mini LED with QD film, you have the opportunity to achieve the same level as WOLED.
Taking the production cost of 65吋UHD as an example, it may fall within the range of 950-1,000 U.S. dollars; and the 65-inch UHD with Mini LED backlighting is estimated using 30,000-40,000 LEDs, and the production cost is about 900-1,000 U.S. dollars. WitsView analysis, Since the current power consumption is not a television priority issue, and the cost is not too different from that of OLED, the Mini LED has an opportunity. Recently, first-tier brands such as Samsung Electronics and Lucky Electronics have demonstrated or Announced plans to launch a large-scale Mini LED TV or commercial display.
WitsView pointed out that when the cost is not a priority, the chances for the device to be introduced into the Mini LED are much greater. The 10.1-inch car display screen released at the CES from the beginning of the year and the 27-inch LCD monitor displayed by the AUO. As well as related devices such as 15.6-inch notebook, 2-inch VR, and so on, we can see that Mini LED technology has room to play in the niche market where the unit price of the product is relatively high.
As IT products are more or less subject to document processing, the problem of afterimages caused by long static images has caused OLED to suffer a lot. In 2016, Samsung's OLED production capacity is mostly due to smart phone panels. To give priority, but also missed the opportunity to enter the IT market. WitsView pointed out that in recent years, with the expansion of the gaming market, the output value has been rising year by year. IT brands are also eager to launch high-margin gaming products with high gross profit and value added. Recently, HDR standards have also been available for PC monitors. Mini LED's powerful partitioning dimming function has the opportunity to bring HDR to full play. Therefore, high-end IT products will be the market where a few Mini LEDs have the opportunity to compete with OLEDs on the same starting line.