Harajin Micro LED Chip Ana tsammanin Ya kai dalar Amurka biliyan 2.3 a cikin 2024

Masana'antun Taiwan da na Koriya suna aiki don shawo kan shingaye masu alaƙa da fasaha da tsada a cikin nunin Micro LED…

Tun lokacin da Sony ya gabatar da babban LED na a cikin 2017, wasu kamfanoni, ciki har da Samsung da LG, sun sami ci gaba cikin nasara a ci gaban Micro LED, wanda ke haifar da fa'ida da yawa don yuwuwar fasahar a cikin manyan kasuwannin nuni, bisa ga zuwa sabon binciken TrendForce.

Ana sa ran Emisive Micro LED TVs za su zo kasuwa tsakanin 2021 da 2022. Duk da haka, yawancin kalubalen fasaha da masu alaƙa da tsada har yanzu ba a warware su ba, ma'ana Micro LED TVs za su kasance samfuran alatu na ultra-high-end aƙalla a lokacin fasahar. matakin farko na kasuwanci.

TrendForce ya nuna cewa da alama fasahar Micro LED za ta fara shiga kasuwa a aikace-aikace da yawa, gami da ƙananan na'urorin AR masu girman kai, kayan sawa irin su smartwatches, samfuran babban gefe kamar nunin motoci, da samfuran alkuki irin su manyan TVs da kuma manyan kayayyaki. manyan nunin kasuwanci. Bayan wannan motsi na farko na samfuran, fasahar Micro LED za ta ga haɗin kai a hankali a cikin allunan masu girman girman, kwamfutocin littafin rubutu, da masu saka idanu na tebur kuma. Musamman, Micro LED zai ga mafi girman yuwuwar haɓakawa a cikin babban kasuwar nuni, musamman tunda waɗannan samfuran suna da ƙarancin shingen fasaha. Kudaden kuɗaɗen guntu na LED, wanda da farko ta hanyar TV da haɗin kai mai girman girma, ana tsammanin ya kai dalar Amurka biliyan 2.3 a cikin 2024.

Masana'antun Taiwan da na Koriya suna aiki don shawo kan shingaye masu alaƙa da fasaha da tsada a cikin nunin Micro LED

A halin yanzu, yawancin Micro LED TVs da manyan nunin nuni suna fasalta tsarin gine-ginen LED na gargajiya na fakitin guntu na RGB LED wanda aka haɗa tare da direbobin matrix (PM). Ba wai kawai PM yana da tsada don aiwatarwa ba, amma kuma yana iyakance gwargwadon yadda za a iya rage girman girman nunin, yin fasahar Micro LED mai yiwuwa don nunin kasuwanci kawai a halin yanzu. Koyaya, masana'antun panel daban-daban da samfuran nuni a cikin 'yan shekarun nan sun haɓaka nasu mafita na matrix (AM), waɗanda ke yin amfani da makircin magana na pixel mai aiki da fasalin gilashin baya na TFT. Bugu da ƙari, ƙirar IC don AM, idan aka kwatanta da PM, ya fi sauƙi, ma'ana AM yana buƙatar ƙarancin sarari na jiki don kewayawa. Duk waɗannan fa'idodin sun sa AM ya zama mafi dacewa mafita don babban ƙudurin Micro LED TVs.

Kamfanonin Koriya (Samsung/LG), Kamfanonin Taiwan (Innolux/AUO), da kamfanonin Sin (Tianma/CSOT) duk a halin yanzu sun nuna aikace-aikacen nunin nasu na AM. Game da tushen hasken LED, Samsung ya haɗu tare da PlayNitride na tushen Taiwan don ƙirƙirar cikakken nunin Micro LED mai cikakken launi wanda aka ƙera ta amfani da canja wurin rabin taro na kwakwalwan LED na RGB. Wannan tsari ya bambanta da tsarin gargajiya na masana'antar nunin LED, wanda ke amfani da fasahar marufi na RGB LED maimakon. Akasin haka, AUO da Innolux masu kera panel na Taiwan sun fara aikin fasahar samar da launi wanda ke haɗa kwakwalwan LED masu haske mai shuɗi tare da dige ƙididdiga ko LED phosphor.

A gefe guda, farashin nunin Micro LED ya dogara da ƙudurin nuni da girman guntu. Kamar yadda masu amfani ke buƙatar nunin ƙuduri mafi girma da ke gaba, amfani da guntuwar Micro LED shima zai hauhawa. TVs da nunin LED musamman za su yi nisa da sauran aikace-aikace a cikin amfani da guntu na Micro LED. Misali, nunin 75-inch 4K yana buƙatar aƙalla miliyan 24 RGB Micro LED kwakwalwan kwamfuta don tsararrun sa na subpixel. Sabili da haka, farashin masana'anta, wanda ya haɗa da fasahohi kamar canja wuri na rabin taro, da farashin kayan kwalliyar Micro LED kwakwalwan kwamfuta za su ci gaba da kasancewa sama-sama a yanzu.

Dangane da wannan, TrendForce ya yi imanin cewa batutuwan fasaha da masu alaƙa da tsada za su kasance babban ƙalubale ga kasuwancin Micro LED TVs da manyan nunin LED masu girma. Kamar yadda TVs ke tafiya zuwa manyan girma da manyan shawarwari a nan gaba, masana'antun dole ne su fuskanci matsaloli masu tasowa a cikin fasahar Micro LED, gami da canja wurin taro, jiragen baya, direbobi, kwakwalwan kwamfuta, da dubawa da gyarawa. Da zarar an shawo kan waɗannan ƙulla-ƙulla na fasaha, ko farashin masana'antar Micro LED zai fuskanci daidaitaccen, saurin raguwa zai ƙayyade yuwuwar Micro LED azaman fasahar nuni ta al'ada.