2022 Mini/MicroLED Market Interpretation: MiniLED is developing rapidly, and the future of MicroLED can be expected

Publisher: Supplier of LED Display Time: 2022-08-03 17:30 Views: 201

Apple helps IT market become the largest application market for Mini LED backlight


Apple released iPad Pro (12.9-inch) and MacBook Pro (14.2-inch, 16.2-inch) with Mini LED backlight in April and October 2021, respectively, and the annual shipment reached about 7 million units, occupying the largest share of that year. The Mini LED market accounts for 78% of the total shipments. Apple is the biggest driving force behind the jump in Mini LED backlight product shipments in 2021. The IT market has also become the largest application market for Mini LED backlights.


The MiniLED-backlit TV market has opened a rapid growth mode


According to data from the Vientiane Think Tank, Mini LED-backlit TVs will enter the stage of large-scale commercial use in 2021, and the cumulative annual shipments will reach 1.9kk. Although the overall TV market demand is affected by international politics, economy and the epidemic, Mini LED-backlit TVs will continue to grow rapidly from 2022 to 2023 due to the low market base.


Deputy Secretary-General Yu Ningning said that 2022 will be a key year for the market competition between Mini LED-backlit TVs and OLED TVs, and will play a pivotal role in future market positioning.


Mini LED backlight TV shipments are the main driving force for the growth of the entire Mini/Micro LED industry chain this year. How to boost the demand for Mini LED backlight TVs will become particularly important.


The mid-range TV market will become the incremental boost for Mini LED-backlit TVs


The Mini LED-backlit TV brand camp has been well established, and the intensive release of Mini LED-backlit TVs has laid a solid foundation for future growth.


According to statistics from the Vientiane Think Tank: From January to June this year, there have been more than 7 leading brands, and dozens of new Mini LED products have been launched, further expanding their market share in high-end models. Among them, many models are promoted to the lower-priced main model market under the support of technical cost reduction and market strategy. A typical case is the Q10G product series released by TCL on May 16. Its 55-inch products At the initial price of 4,499 yuan, the Mini LED backlight TV products were promoted to the market of less than 5,000 yuan, which led to a high degree of market attention.


The release of cost-effective Mini LED-backlit TVs within 10,000 yuan will help drive Mini LED-backlit TVs to the mid-end market and open up more room for growth outside of high-end models.


Gaming Monitor/Laptop will become an opportunity for non-Apple camps


RGB AMOLED still faces the technical challenges of outdoor high brightness and high refresh in medium-sized applications. For non-Apple camp Mini LED backlight medium-sized products, 240/300/360/480Hz high-end gaming monitors and gaming laptops will be relatively A good early entry into the market.


Mini LED backlight has better industrial ecological advantages


Deputy Secretary-General Yu Ningning said that Mini LED backlight and WOLED technology have their own advantages in the high-end market, and WOLED has been deployed for many years, occupying a marketing advantage, but OLED (including QD-OLED) in production line capacity and supplier selection There are obvious bottlenecks in the above, and the speed of its own market growth will be limited. The LCD high-generation line has better industrial integration advantages. First of all, the high-generation line has obvious advantages in production capacity. Among them, the monthly production capacity of the LCD G8.5/G8.6 high-generation line will reach more than 1,299K large panels by the end of this year. Compared with WOLED 120K/M and QD-OLED 30K/M, the G10.5 generation line  585K or more has obvious production capacity advantages, and the technology upgrade of Mini LED can be carried out with less investment.


It is also revealed that in the second half of the year, Oculus will launch a new product with the Mini LED version. For the first time, the Mini LED backlight technology will be introduced into the Meta product line, which can drive the order of magnitude growth of Mini LED backlight products in the field of head-mounted displays.


Compared with medium-sized IT applications, the advantages of Mini LED-backlit LCD panels with high brightness, long life, high reliability, and mature and stable automotive-grade supply chain help them occupy an important position in the future planning of the automotive display field. Due to the long introduction cycle of in-vehicle display, Mini LED backlight products will usher in rapid development in the automotive field from 2023.


Next-generation display technology Micro LED can be expected in the future


Yu Ningning, deputy secretary general, pointed out that Micro LED display technology is regarded as LCD and OLED display technology because of its advantages of self-illumination, high brightness, high contrast, long life, high reliability, ultra-fast response speed and flexibility. Pre-evolved next-generation display technology.


Micro LED still faces great challenges in mass production process and cost. Due to the relatively low demands on the technical specifications of Micro LED for large-sized giant-screen displays, and can obtain mass production orders through specification upgrade in the existing high-end product market, it has become the main mass production market of Micro LED at this stage.


At this stage, the main mass production market is dominated by large-scale giant screens of more than 100”, forming a separate market from LCD and white OLED.


The head-mounted display field has higher technical demands for Micro LEDs, and requires a long-term breakthrough in mass production capacity. In the short term, AMOLED, Mini LED backlights, silicon-based OLEDs, LBS, and LCoS are the main ones, but in the long run, Micro LEDs will be AR. Main display technology.


In the long run, the advantages of Micro LEDs in the automotive field will continue to expand, which is worthy of attention.


Market summary of Mini LED backlight and Micro LED:


Regarding the Mini LED backlight market, he believes that medium-sized IT applications are the largest application market for Mini LED backlights, but because Apple accounts for too much, there is a potential impact of RGB AMOLED, and the non-Apple camp can be used in the short term. E-sports market; TV will become the largest single market for Mini LED backlight, and can drive technology improvement and supply chain costs through economies of scale, and feed back other application markets; the mass-produced vehicle Mini LED models will begin to form large-scale shipments in 2023. It has become the third pole of the development of Mini LED backlight products.


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For the Micro LED market: Micro LED large-scale mass production technology and technology are not yet mature, and the short-term market is dominated by large-sized giant screens; the future development of Metaverse and AR has the opportunity to drive the rapid growth of Micro LED; Micro LED can combine LCD and With the advantages of AMOLED, the automotive market will become the main battlefield for Micro LEDs in the future.


Source: Tianji Network