In the major consumer electronics or display technology exhibitions in 2018, Micro LED display and Mini LED backlight technology are undoubtedly the focus of the spotlight. Samsung, Sony, AUO and other major manufacturers all display related conceptual products. Samsung even It is reported that it wants to mass-produce ultra-large-size Micro LED TVs, driving more manufacturers to develop.
The new technology will accelerate the development time of Micro LED. According to Yuchao, an LEDinside research associate, Micro LED is still facing layers of technical bottlenecks, including epitaxial and chip, transfer, full colorization, power supply, backplane, and detection and repair. The six major technologies are facing. In the past, it was widely believed that the biggest bottleneck was transfer technology, but with the advent of various transfer solutions, such as Pick & Place transfer, fluid assembly, laser transfer, and roller transfer, it is expected that there will be future The emergence of more cost-competitive technology solutions will have the opportunity to accelerate the development of Micro LED.
According to LEDinside's observation, Micro LED technology will have the opportunity to be introduced into special display application products in the initial stage. Especially the specifications that LCD or OLED displays cannot achieve will be complemented by Micro LED technology. Including AR micro-projector with high brightness requirements, the vehicle With HUD projection applications, or even large display billboards, Micro LED technology will gradually be introduced in the short term. LEDinside estimates that by 2022 Micro LED output value will reach 694 million US dollars.
Mini LED high-end backlight market demand, consider the current phase of Micro LED technology still has many technical barriers to overcome, many manufacturers in 2018 first introduced Mini LED backlighting program, hoping to attract the market to buy gas. LEDinside estimates, under 2018 In the coming six months, we will see the introduction of Mini LED backlight technology. In 2022, the output value of Mini LED will reach 689 million U.S. dollars.
Different from the traditional LED backlight, Mini LED chip size is smaller, and with direct backlight and regional lighting technology, so the LED chip consumption will show multiple growth, become an important application supporting the demand.
However, for mainstream display products, the cost structure of Mini LED backlights in the short term is still too high, coupled with problems such as heat dissipation and power consumption. Therefore, the markets that can be cut into the future will still be consumer high-end products. Main products, such as gaming laptops, desktop gaming screens or special application screens, and niche products that emphasize high-resolution, high-contrast, high-saturation high-end televisions. These types of products focus on specifications, and The low price sensitivity will become the main battlefield for various manufacturers to use Mini LED backlight technology differentiation.