Kasuwar Micro-LED ta Aikace-aikacen (Nuni (Smartwatch, Na'urar NTE (AR HMD, VR HMD), Wayar hannu, Talabijin, HUD, Alamar Dijital, Laptop da Kulawa, Hasken (Janar, Motoci), Girman Panel, Tsaye, da Yanki - Hasashen Duniya zuwa 2026

Girman kasuwar micro-LED na duniya ana hasashen zai yi girma daga dala miliyan 409 a cikin 2020 zuwa dala miliyan 18,835 nan da 2026; ana tsammanin yayi girma a CAGR na 89.3% daga 2020 zuwa 2026. Mafi mahimmancin abin da ke haifar da haɓakar wannan kasuwa shine karuwar buƙatar mafi kyawun mafita na nuni.

Micro-LED nuni ne mai tasowa da fasaha mai haske tare da yuwuwar rushe nunin LCD na gargajiya da kasuwannin hasken LED. Ana amfani da fale-falen nuni a cikin na'urori daban-daban, kamar TV, litattafan rubutu, wayowin komai da ruwan, da smartwatches. A halin yanzu, yawancin waɗannan na'urori sun dogara ne akan fasahar nuni kamar Organic haske-emitting diode (OLED) da LED-backlit LCD. Kasuwar nuni ta shaidi ci gaba da yawa dangane da ingancin hoto, girman nuni, da fasalin amfani da wutar lantarki. Kasuwar hasken wutar lantarki ta LED ta kuma nuna babban ci gaba a baya tare da gabatar da samfura masu kayatarwa da ƙarancin ƙarfi.

Ana haɓaka fasahar Micro-LED don ƙirƙirar bangarorin nuni waɗanda ke ba da haske mai ƙarfi da ƙarancin ƙarfi. Ana iya raba kasuwar micro-LED gabaɗaya zuwa nunin micro-LED da hasken micro-LED. Ana sa ran bangarorin nuni na Micro-LED za su riƙe kaso mafi girma na kasuwa fiye da bangarorin hasken micro-LED.

Micro-LED Market Dynamics

Direba: Haɓaka buƙatun microdisplays don na'urorin NTE

Ana sa ran haɓaka buƙatun fanatin nuni masu haske da ingantaccen ƙarfi don smartwatches, wayowin komai da ruwan, telebijin, da na'urorin AR/VR ana tsammanin zai haifar da haɓaka haɓakawa da tallan tallan fasahar nunin micro-LED. Ana sa ran sha'awar manyan masu nauyi na fasaha irin su Apple, Samsung, da Sony za su haifar da saurin tallan fasahar nunin micro-LED. Samsung da Sony sun mayar da hankali kan babban ɓangaren panel don sigina da aikace-aikacen talabijin, yayin da Apple zai iya yin kasuwanci da fasaha don aikace-aikacen smartwatch nan da 2021. Muhimmiyar bincike mai gudana ta hanyar masu samar da kayayyaki don kafa tsarin samar da kayayyaki mai karfi zai kuma haifar da ci gaba. na kasuwar nunin micro-LED.

Ƙuntatawa: Rashin isar da kayayyaki da haƙƙin mallaka

 A halin yanzu, rashin kafa tsarin samar da kayayyaki da kuma rarraba ikon mallaka sune manyan abubuwan da ke hana ci gaban kasuwa. Amincewa da fasahar OLED da sauri a cikin na'urorin nuni na iya ƙara hana kasuwanci da haɓaka fasahar micro-LED.

Dama: Samar da ƙananan LEDs akan manyan wafern silicon

Kera ƙananan LEDs akan wafers ya kasance babban ƙalubale dangane da yawan amfanin ƙasa da farashi. Yawancin masana'antun LED a yau suna amfani da wafer sapphire don kera LEDs. Wadannan wafers suna da ƙananan diamita kuma masu tsada, wanda ke hana rage farashin na'urorin LED. ALLOS Semiconductors, Plessey Semiconductors, Aledia, da wasu 'yan wasu 'yan wasa sun haɓaka fasahar GaN-on-silicon don kera LEDs ta amfani da tsari na al'ada. Waɗannan kamfanoni suna haɗin gwiwa tare da manyan masana'antun LED na duniya don haɓaka ƙarfin masana'anta akan babban sikelin.

Ana tsammanin wannan haɓakawa zai ƙara yawan amfani da manyan wafers (fiye da inci 4) don kera samfuran LED. Ana amfani da fasaha don yin gaN-on-Si epitaxial wafers masu inganci ta hanyar MOCVD/MOVPE. Koyaya, har yanzu ba a inganta fasahar don micro-LEDs ba. GaN-on-Si fasaha ce mai ban sha'awa ga kasuwar LED, kuma da zarar an haɓaka, yana iya tasiri sosai ga fasahar micro-LED dangane da farashin masana'anta.

Kalubale: Babban buƙatun saka hannun jari a cikin abubuwan more rayuwa, kayan aiki, da haɓaka tsari; da buƙatar matakai daban-daban na masana'antu da kuma dacewa da kayan aiki

Masu ƙera za su ɗauki nau'ikan masana'antu da kayan aiki daban-daban ko haɓaka tsarin da suke da su don samar da guntuwar micro-LED da yawa don aikace-aikace daban-daban. Masana'antun LED masu jagorancin masana'antu, irin su Epistar (Taiwan) da Cree (US), suna mai da hankali kan nemo hanyoyin haɓaka micro-LED waɗanda suka dace da hanyoyin masana'antu da ake dasu. GLO AB (Sweden) ya nuna nanowires waɗanda za a iya girma a kan nau'o'i daban-daban, kamar sapphire da silicon, ta yin amfani da daidaitattun kayan aikin masana'antu. Yin tsarin ƙirƙira micro-LED ya dace da masana'anta masana'anta shine babban abin da manyan ƴan wasa ke mayar da hankali kan masana'antu.

Nunin tushen fasahar Micro-LED suna fitar da kai, ba tare da buƙatar masu tacewa da lu'ulu'u na ruwa ba, kuma manyan kamfanonin masana'antu suna neman hanyoyin samar da micro-LEDs na tushen RGB da yawa. Micro-LEDs masu juya ƙasa don aikace-aikacen nuni sun haɗa da kera ƙananan pixels. Don sauka zuwa ƙananan ƙananan pixels, nanophosphors ba zai yi aiki ba, har ma da ɗigon ƙididdiga zai haifar da wasu ƙalubale saboda wasu ƙayyadaddun yanayin zafi, wanda ya sa su ba su da amfani ga ƙananan pixels. Ƙirƙirar ƙananan pixels bisa fasahar micro-LED yana da sauƙi a kwatancen fiye da ɗigon ƙididdiga ko kowace fasahar nuni.

Ana sa ran nunin Micro-LED don aikace-aikacen wayar hannu zai yi ciniki ta 2021

Ana sa ran aikace-aikacen wayar hannu da kwamfutar hannu za su lissafta kaso mafi girma na kasuwar nunin micro-LED ta 2026. Ana sa ran kasuwar wannan aikace-aikacen za ta yi ciniki a cikin 2021. Wayoyin hannu da Allunan aikace-aikace ne masu girma, kuma sau ɗaya nunin micro-LED. fasahar kasuwanci ce, daidaitaccen rabon kasuwa zai tashi don mamaye kasuwar nunin micro-LED gabaɗaya.

Ana sa ran kayan lantarki a tsaye na masu amfani za su sami kaso mafi girma a kasuwar micro-LED

Ana sa ran mabukaci a tsaye na lantarki zai riƙe kaso mafi girma na kasuwar nunin micro-LED ta 2026. Kasuwancin nunin micro-LED don wannan na tsaye kuma ana tsammanin zai yi girma a mafi girman CAGR tsakanin 2020 da 2026. Babban rabon kasuwa da babba Yawan ci gaban ana danganta shi ne da tsammanin ɗaukar bangarorin nunin micro-LED a cikin na'urorin lantarki daban-daban na mabukaci, kamar wayoyi, telebijin, smartwatches, TVs, kwamfyutoci, da na'urorin NTE. Ana sa ran APAC zai mamaye kasuwar micro-LED ta duniya. Kasuwa a wannan yanki ana tsammanin yin rijistar mafi girman CAGR yayin lokacin hasashen saboda kasancewar manyan masana'antar LED, masana'antun nunin nuni, da abokan ciniki a yankin. Ci gaban fasaha na kwanan nan a cikin micro-LED ya haifar da ƙarin sha'awar manyan masana'antun nuni na tushen APAC, kamar Samsung, LG Display, AU Optronics, da Fasahar BOE. Suna kuma mai da hankali kan ayyukan R&D da suka shafi fasahar micro-LED.

Maɓallan Kasuwa

Wasu daga cikin manyan 'yan wasa a kasuwar micro-LED na duniya sune Apple Inc. (LuxVue) (US), Oculus VR (InfiniLED) (US), Sony Corp. (Japan), Samsung Electronics Co., Ltd. (Koriya ta Kudu) , X-Celeprint Ltd. (Ireland), Epistar Corporation (Taiwan), GLO AB (Sweden), VerLASE Technologies LLC (US), JBD Inc. (JB-Nuna) (China), Aledia (Faransa), Uniqarta, Inc. (US), ALLOS Semiconductors GmbH (Jamus), Plessey Semiconductors Ltd. (UK), PlayNitride Inc. (Taiwan), Mikro Mesa Technology Co., Ltd. (Taiwan), VueReal Inc. (Kanada), Ostendo Technologies, Inc. (US), Sharp Corporation (eLux Inc.) (Japan), Jami'ar Sheffield (EpiPix Ltd.) (UK), Micledi (Belgium), Microluce (Taiwan), Tianma (China), da Visionox (China). Sauran fitattun 'yan wasa a kasuwa sune Lumens Co., Ltd. (Koriya ta Kudu), Lumiode, Inc. (US), Rohinni LLC (US), Cooldge Lighting Inc. (Kanada), Nichia Corp. (Japan), PRP Optoelectronics (Amurka). Wiltshire), CSOT (China), da Konka (China).

Apple yana da dabarun talla da talla, tare da manyan saka hannun jari a R&D. Kasuwannin kayayyaki da sabis na Apple suna da gasa sosai, kuma kamfanin yana fuskantar babbar gasa ta kowane fanni na kasuwancinsa. A cikin kasuwar micro-LED, ana tsammanin Apple zai mamaye ƙaramin tsarin nuni kamar yadda fasahar ke kasuwanci. Tare da mafi girman fayil ɗin haƙƙin mallaka akan fasahar micro-LED (gami da ƙwarewar LuxVue), kuma tare da haɓaka ingantattun nuni da inganci (dangane da fasahar micro-LED), kamfanin na iya rage dogaro ga sauran masana'antun nunin nuni. Ana sa ran Apple smartwatch zai zama samfur na farko da zai sami allon nunin micro-LED. Kamfanin yana da kyakkyawar dangantakar kasuwanci tare da kamfanonin kafa, misali, TSMC. Kamar yadda na 2017, kamfanin yana zuba jari mai yawa a cikin ci gaban fasahar micro-LED don samar da taro; duk da haka, babu wani hukuma samfurin ci gaba a kasuwa ta Apple.

Iyalin Rahoton

A cikin wannan rahoton bincike, an raba kasuwar kiosk mai ma'amala ta hanyar aikace-aikace, ƙuduri da haske, girman panel, a tsaye, da yanayin ƙasa.

Kasuwar Micro-LED ta Aikace-aikacen

• Nuni
  • Smartwatch
  • Na'urar Kusa da Ido (NTE).
  • Talabijin
  • Smartphone da Tablet
  • Nunin kai sama (HUD)
  • Laptop da Monitor
  • digital] aukar
• Haske
  • Gabaɗaya Haske
  • Hasken Motoci

Kasuwar Micro-LED ta Resolution da Brightness

Kasuwar Micro-LED ta Girman Panel

• Microdisplay
• Karami da Matsakaici-Panel
• Babban Panel

Kasuwar Micro-LED ta tsaye

• Kayan Wutar Lantarki na Masu Amfani
• Motoci
• Talla (Alamar Dijital)
• Aerospace & Tsaro
• Wasu

Ci gaba na Kwanan nan

• A cikin Janairu 2020, Samsung Electronics ya ba da sanarwar cewa za ta ƙaddamar da sababbin micro-LED TVs don kasuwar mabukaci a cikin nau'i daban-daban - 75 ″, 88, 93, 110, 146, 150, 219, da 292 ″. .
• A cikin Fabrairu 2020, Samsung Electronics ya haɗu tare da Niio, babban dandamalin fasahar watsa labarai. Manufar haɗin gwiwar ita ce ƙaddamar da gasar fasaha ta gani na kira ta buɗe don haɓaka nunin micro-LED na Samsung.
• A cikin Oktoba 2019, Apple ya ba da sanarwar gina sabon wurin haɓaka fasahar micro-LED don samfuran Apple tare da haɗin gwiwar sarkar samar da kayayyaki na gida a Taiwan; yana kusa da shukar Taoyuan ta Apple.