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【Chemical machinery and equipment network market analysis】Since the beginning of this year, the development of Mini/Micro LED is in full swing, after several years of hard work and precipitation, Mini/Micro LED new display technology has made a key breakthrough, based on the new display technology terminal has begun to frequently enter the public's field of vision
.
In the sluggish demand of the terminal market this year and the weak situation of driving IC inventory, Mini/Micro LED has frequently received good news
.
According to the latest news, in July, the two major display driver chip companies have successively obtained more than 100 million yuan in financing, both involving Mini/Micro LED driver chips; Several well-known listed display companies Micro LED technology has made breakthroughs
.
The capital market still chose Mini/Micro LED in the context of today's downturn, which is enough to show that the future expectations given by the industry to Mini/Micro LED have overflowed the existing market, thereby expanding the larger potential market
.
.
In the sluggish demand of the terminal market this year and the weak situation of driving IC inventory, Mini/Micro LED has frequently received good news
.
According to the latest news, in July, the two major display driver chip companies have successively obtained more than 100 million yuan in financing, both involving Mini/Micro LED driver chips; Several well-known listed display companies Micro LED technology has made breakthroughs
.
The capital market still chose Mini/Micro LED in the context of today's downturn, which is enough to show that the future expectations given by the industry to Mini/Micro LED have overflowed the existing market, thereby expanding the larger potential market
.
What kind of contrarianism?
Since the first half of this year, although the LED display market has basically maintained a relatively stable development trend, the application scenario is also in the development of the situation, but subject to the impact of the epidemic counterattack, the terminal market demand is not as good as before, the bottleneck of technological breakthrough is still there, it can be said that the industry experienced an internal struggle in the first half of the year, many screen companies put more hope on the foreign market that is picking up, and look forward to the improvement of the domestic market in the second half of the year
.
In general, the industry screen enterprises in the first half of the year were generally not happy
.
.
In general, the industry screen enterprises in the first half of the year were generally not happy
.
The Mini/Micro LED has "faced difficulties"
this year.
The scale of the mini LED market has ushered in rapid growth, with technology accumulation and capacity advantages
.
Benefiting from the dual drive of direct display and backlight scenarios, the Mini LED market is expected to usher in rapid growth, according to relevant data, the global Mini LED market size in 2021 is about 150 million US dollars, and will exceed 2.
32 billion US dollars
in 2024.
Micro LED is considered to be the next generation of display technology from the beginning, in the ultra-high-definition video industry vigorously promoted, more professionals said that Micro LED is the best product form of 8K ultra-high definition, its better picture rendering effect makes it as the next generation of display technology has become the industry consensus
.
The industry expects that Micro LED will achieve large-scale commercialization in 2024, and China is expected to impact the market size
of 80 billion yuan.
These figures all show that Mini / Micro LED has achieved contrarian growth
in the difficult process of the industry.
this year.
The scale of the mini LED market has ushered in rapid growth, with technology accumulation and capacity advantages
.
Benefiting from the dual drive of direct display and backlight scenarios, the Mini LED market is expected to usher in rapid growth, according to relevant data, the global Mini LED market size in 2021 is about 150 million US dollars, and will exceed 2.
32 billion US dollars
in 2024.
Micro LED is considered to be the next generation of display technology from the beginning, in the ultra-high-definition video industry vigorously promoted, more professionals said that Micro LED is the best product form of 8K ultra-high definition, its better picture rendering effect makes it as the next generation of display technology has become the industry consensus
.
The industry expects that Micro LED will achieve large-scale commercialization in 2024, and China is expected to impact the market size
of 80 billion yuan.
These figures all show that Mini / Micro LED has achieved contrarian growth
in the difficult process of the industry.
What kind of growth?
The first is Mini LED, which is divided into two major application ranges
: direct display and backlight.
Due to the characteristics of the technology itself, Mini LED backlight is particularly rapid in the field of C-end consumer electronics
.
Mini LED backlight, simply put, is to use smaller backlight lamp beads to achieve smaller LED pitch, so as to achieve more accurate zoning and light control
.
Compared to traditional LEDs, Mini LEDs can achieve higher brightness, higher contrast, and lower power consumption
.
As TV is the main application scenario of Mini LED, especially large-size TVs can highlight the display effect advantages of Mini LED, many big-name manufacturers are making efforts to launch related products, driving the scale of
the industry.
In addition, Mini LED has a wide range of applications in backlighting, such as flat panels, displays, notebooks, car displays, small and medium-sized TVs and other scenarios
.
: direct display and backlight.
Due to the characteristics of the technology itself, Mini LED backlight is particularly rapid in the field of C-end consumer electronics
.
Mini LED backlight, simply put, is to use smaller backlight lamp beads to achieve smaller LED pitch, so as to achieve more accurate zoning and light control
.
Compared to traditional LEDs, Mini LEDs can achieve higher brightness, higher contrast, and lower power consumption
.
As TV is the main application scenario of Mini LED, especially large-size TVs can highlight the display effect advantages of Mini LED, many big-name manufacturers are making efforts to launch related products, driving the scale of
the industry.
In addition, Mini LED has a wide range of applications in backlighting, such as flat panels, displays, notebooks, car displays, small and medium-sized TVs and other scenarios
.
After more than ten years, Mini LED has realized from the birth of technology to the industrial landing, and with the continuous investment of manufacturers, the yield rate continues to rise and the cost continues to decline
.
Compared with LCD, OLED and other display technologies, the cost-effective advantages of Mini LED are becoming more prominent, and the willingness of terminal manufacturers to invest is getting stronger, which is the key to
the rapid increase in Mini LED penetration.
The increasing number of commercial application scenarios has greatly improved the imagination of Mini LED
.
It can be said that Mini LED has achieved a breakthrough from 0 to 1 and is currently experiencing rapid growth
from 1 to 10.
.
Compared with LCD, OLED and other display technologies, the cost-effective advantages of Mini LED are becoming more prominent, and the willingness of terminal manufacturers to invest is getting stronger, which is the key to
the rapid increase in Mini LED penetration.
The increasing number of commercial application scenarios has greatly improved the imagination of Mini LED
.
It can be said that Mini LED has achieved a breakthrough from 0 to 1 and is currently experiencing rapid growth
from 1 to 10.
The second is Micro LED, Micro LED is still in the early stage of development, how to achieve industrialization is a hurdle
in the current development of the road.
At present, the world is increasing the research and development and investment in Micro LED products, different from the initial development process of domestic LED technology, in Micro LED technology we are not following other countries to explore, but with everyone on the same starting line, and has taken a key step
forward.
China is increasing the layout of the entire industry chain of Micro LED, and manufacturers such as chips, packaging, panels, terminals, and LEDs are advancing to Micro LED
.
In the industrial layout, layer after layer of challenges are sharpening the patience and strength
of LED people.
From chip technology, backplane technology, to the well-known giant transfer technology, Micro LED's road to scale faces many technical challenges
.
in the current development of the road.
At present, the world is increasing the research and development and investment in Micro LED products, different from the initial development process of domestic LED technology, in Micro LED technology we are not following other countries to explore, but with everyone on the same starting line, and has taken a key step
forward.
China is increasing the layout of the entire industry chain of Micro LED, and manufacturers such as chips, packaging, panels, terminals, and LEDs are advancing to Micro LED
.
In the industrial layout, layer after layer of challenges are sharpening the patience and strength
of LED people.
From chip technology, backplane technology, to the well-known giant transfer technology, Micro LED's road to scale faces many technical challenges
.
Taking the mass transfer technology as an example, for the mass transfer technology, seven factors such as equipment precision, process yield, process time, process technology, detection method, repeatability, and processing cost are factors that must be considered for mass transfer
.
Among them, the most concerned difficulty is how to increase the transfer yield to 99.
9999% (commonly known as "six nines", which means that there can only be one bad chip per million chips), and the accuracy of each chip must be controlled within
±0.
5μm.
In short, the biggest difficulty in mass transfer is how to transfer LED chips to the target substrate and PCB board "quickly and
accurately".
In addition, after the chip is fabricated, it needs to be transferred to the driver circuit backplane
through a large amount of transfer.
The common problem faced by the macro transfer technology is accuracy, and secondly, the transfer requires extremely high yield
.
.
Among them, the most concerned difficulty is how to increase the transfer yield to 99.
9999% (commonly known as "six nines", which means that there can only be one bad chip per million chips), and the accuracy of each chip must be controlled within
±0.
5μm.
In short, the biggest difficulty in mass transfer is how to transfer LED chips to the target substrate and PCB board "quickly and
accurately".
In addition, after the chip is fabricated, it needs to be transferred to the driver circuit backplane
through a large amount of transfer.
The common problem faced by the macro transfer technology is accuracy, and secondly, the transfer requires extremely high yield
.
The technical bottlenecks faced by Micro LED in various technical links are common, which boil down to: accuracy→ yield→ efficiency → cost problems
.
These problems are progressive and causal.
The premise of Micro LED display technology is precision, if the accuracy is low, it is difficult to achieve high-performance Micro LED display; Under the premise of ensuring accuracy, yield and efficiency are the most important factors to reduce costs, and it is also the premise of large-scale industrialization of
Micro LED technology.
At present, all links of Micro LED are basically in the stage of improving accuracy, and there is still some distance
from the stage of yield and efficiency improvement.
.
These problems are progressive and causal.
The premise of Micro LED display technology is precision, if the accuracy is low, it is difficult to achieve high-performance Micro LED display; Under the premise of ensuring accuracy, yield and efficiency are the most important factors to reduce costs, and it is also the premise of large-scale industrialization of
Micro LED technology.
At present, all links of Micro LED are basically in the stage of improving accuracy, and there is still some distance
from the stage of yield and efficiency improvement.
Although Micro LED ushered in industrialization still has a long way to go, but at present, most LED display leaders have not relaxed the layout of this technology, but have focused on Micro LED, in order to also hope to boost industry confidence and confidence in Micro
LED's technological breakthrough.
Therefore, it is believed that Micro LED technology will bring further growth to its market
.
LED's technological breakthrough.
Therefore, it is believed that Micro LED technology will bring further growth to its market
.
The focus of "growth"
In the previous description, the market for Mini LED backlights has developed rapidly, and its main application scenarios are in Mini LED TVs and car Mini LED screens
.
According to relevant data, in 2021, Mini LED backlight TV entered the large-scale commercial stage, the annual cumulative shipment reached 1.
9 million units, although the overall TV market demand is affected by the international environment and the epidemic, but because its market penetration rate is not high, in the next 1~2 years will continue to grow rapidly
.
Due to the long introduction cycle of vehicle displays, Mini LED backlight products will usher in rapid development
in the automotive field from 2023.
This year, as the starting year of Mini LED, the focus of its promotion and popularization is its quality problem and efficiency problem, and the optimal solution is to establish quality standards
.
.
According to relevant data, in 2021, Mini LED backlight TV entered the large-scale commercial stage, the annual cumulative shipment reached 1.
9 million units, although the overall TV market demand is affected by the international environment and the epidemic, but because its market penetration rate is not high, in the next 1~2 years will continue to grow rapidly
.
Due to the long introduction cycle of vehicle displays, Mini LED backlight products will usher in rapid development
in the automotive field from 2023.
This year, as the starting year of Mini LED, the focus of its promotion and popularization is its quality problem and efficiency problem, and the optimal solution is to establish quality standards
.
In terms of Micro LED, the current market performance is more in the large-size giant screen and the meta-universe and AR fields
.
Industry experts have also analyzed its application, in the situation that Micro LED large-scale mass production technology and process are not yet mature, the short-term market is dominated by large-size giant screens, such as virtual studios and home theaters and other application scenarios have made continuous breakthroughs; There is also the meta-universe, especially the future development of AR, which has the opportunity to drive the rapid growth
of Micro LED.
.
Industry experts have also analyzed its application, in the situation that Micro LED large-scale mass production technology and process are not yet mature, the short-term market is dominated by large-size giant screens, such as virtual studios and home theaters and other application scenarios have made continuous breakthroughs; There is also the meta-universe, especially the future development of AR, which has the opportunity to drive the rapid growth
of Micro LED.
It is not difficult to see from the above description that the layout of the domestic market in the Mini / Micro LED industry has seized the opportunity and will participate more deeply in the development of
global Mini LED and Micro LED.
With the increase in support for new display policies introduced by various provinces and cities, the rise of the market of Mini/Micro LED is just around the corner!
global Mini LED and Micro LED.
With the increase in support for new display policies introduced by various provinces and cities, the rise of the market of Mini/Micro LED is just around the corner!
Hara: Why is the Mini/Micro LED market growing against the trend in 2022?
