(3) Technology giants vigorously adopt Mini LED backlight LCD
According to TechCrunch, in 2014, Apple acquired LuxVue Technology, a micro-LED screen company. According to a report in the Economic Daily, Apple plans to invest approximately NT$10 billion (US$334 million) to open mini-LEDs and micro-LEDs in Taiwan. Production plant.
Some analysts said in March that Apple plans to release at least six mini-LED products by the end of 2021, including 14-inch and 16-inch MacBook Pro models, iMac Pro, 12.9-inch iPad Pro, 10.2-inch iPad and 7.9-inch iPad mini .
In January 2018, Samsung released a 75-inch 4K Micro LED display and a 219-inch 8K Micro-LED display based on modular splicing in 2019.
Sony has also introduced a corresponding crystal LED display. According to ledinside, Huawei's next-generation TV products are expected to adopt Mini LED backlight technology.
(4) Market segments that may break out
Mini LED has attracted wide attention since its inception, and its downstream applications can cover many fields such as RGB display screens, laptop backlights, TV backlights, mobile phone backlights, and automotive displays.
1. Mini LED backlight market prospects in large-size TV applications
Due to the mass production yield rate, high-resolution OLED TVs have long faced the problem of high costs, and mini LEDs can achieve curved and narrow-frame display effects within a relatively reasonable cost space.
And it has the characteristics of wide color gamut, high contrast, and thin profile, so it is expected to show its skills in the field of large-size TV backlights, according to statistics from Aowei Cloud Network. As of June 2018.
The key sales sizes of TVs are 55 inches, 32 inches, and 65 inches, of which the largest increase is 65 inches. It can be seen that the continuous increase in screen size is an important trend in the development of TV.
In view of the unique technical advantages of the MiniLED backlight solution in high-definition large screens, we believe that it will definitely make a difference in the field of large-size TVs.
①Mini LED backlight is an important weapon for the LCD camp against OLED
Although in the battle for the high-end display market, OLED once took away some of the LCD market with its high-definition, high-quality, and high-contrast characteristics, and it was once infinite. However, with the addition of mini LED technology, the display effect of the LCD solution is no less good;
Moreover, since the birth of OLED technology, the widely criticized high cost and low lifespan problems have not been effectively solved. This has given the LCD camp an excellent breakthrough in returning to the high-end display market.
In addition, we see that the domestic LCD and LED industries have become increasingly mature, and product prices have continued to decrease; therefore, there is reason to believe that the mini LED+LCD display solution is expected to achieve parity in the near future, from high-end penetration to the general public.
②The era of "Ultra HD" display is coming, and the upgrade of backlight drives the demand for Mini LED
At the beginning of 2019, the Ministry of Industry and Information Technology, the State Administration of Radio and Television and the Central Radio and Television General Station jointly issued the "Ultra HD Video Industry Development Action Plan 2019-2022).
In accordance with the overall technical route of "4K first, taking into account 8K", vigorously promote the development of the ultra-high-definition video industry and applications in related fields.
4K and 8K TVs put forward new requirements for high dynamic range (HDR), high color gamut, high contrast, high light efficiency, and high resolution. Therefore, the development of new LED backlight technology and products is of great significance.
Application of new fluorescent materials (such as narrow emission spectrum phosphors, quantum dots) and new packaging technology to achieve the high color gamut requirements of high-definition TV. At the same time, HDR or local dimming technology of the backlight is applied.
Realizing the demand for high contrast has broad development prospects. By 2020, it is expected that the sales of 4K TV terminals that meet the requirements will account for more than 40% of the total TV sales.
By 2022, the global penetration rate of 4K TVs will exceed 70%, corresponding to the sales of 175 million 4K TVs, and the sales of 8K TV terminals will account for more than 5% of the total TV sales.
At the same time, the larger the size of the LCD screen, the larger the number of LED devices required by the backlight module and the larger the size, which will drive the demand for LEDs more obviously.
③The Internet of Everything opens up the space for ultra-high-definition display growth
In the medium and long term, with the gradual optimization of people’s life and production management methods, the market’s requirements for display clarity continue to increase, and the penetration of small pitches and Mini LEDs has become more extensive.
At the same time, in the era of the Internet of Everything, smart terminals will show a spurt of growth, and there will be more and more terminal display opportunities and platforms, which will also greatly expand the growth space of ultra-high-definition displays.
