Micro-LED Kev Lag Luam los ntawm Daim Ntawv Thov (Display (Smartwatch, NTE Device (AR HMD, VR HMD), Smartphone, TV, HUD, Digital Signage, Laptop thiab Monitor, Teeb pom kev zoo (General, Automotive), Cov Vaj Huam Sib Luag Loj, Vertical, thiab Thaj Chaw - Ntiaj teb kev kwv yees rau 2026

Lub ntiaj teb no micro-LED kev lag luam loj yog kwv yees kom loj hlob los ntawm USD 409 lab hauv 2020 txog $ 18,835 lab los ntawm 2026; nws xav tias yuav loj hlob ntawm CAGR ntawm 89.3% txij xyoo 2020 txog 2026. Qhov tseem ceeb tshaj plaws uas ua rau kev loj hlob ntawm kev lag luam no yog qhov xav tau ntau ntxiv rau cov kev daws teeb meem zoo dua.

Micro-LED yog ib qho kev tshwm sim thiab teeb pom kev zoo technology nrog lub peev xwm los cuam tshuam cov tsoos LCD zaub thiab LED teeb pom kev lag luam. Cov duab vaj huam sib luag tau siv ntau yam khoom siv, xws li TVs, phau ntawv sau, smartphones, thiab smartwatches. Tam sim no, feem ntau ntawm cov khoom siv no yog ua raws li cov thev naus laus zis xws li organic teeb-emitting diode (OLED) thiab LED-backlit LCD. Kev lag luam zaub tau pom ntau qhov kev txhim kho ntawm cov duab zoo, qhov loj me, thiab cov yam ntxwv siv hluav taws xob. LED teeb pom kev lag luam kuj tau nthuav tawm kev loj hlob loj yav dhau los nrog kev qhia txog cov khoom lag luam zoo nkauj thiab tsis muaj zog.

Micro-LED thev naus laus zis tau tsim los tsim cov duab vaj huam sib luag uas muaj qhov ci ntsa iab thiab siv hluav taws xob tsawg. Kev lag luam micro-LED tuaj yeem muab faib dav rau hauv micro-LED zaub thiab micro-LED teeb pom kev zoo. Micro-LED zaub vaj huam sib luag yuav tsum tuav lub lag luam loj dua li micro-LED teeb pom kev zoo.

Micro-LED Market Dynamics

Tsav Tsheb: nce hauv kev thov rau microdisplays rau NTE li

Kev thov kom muaj zog dua thiab muaj zog dua cov khoom siv hluav taws xob ntau dua rau smartwatches, smartphones, TVs, thiab AR / VR cov cuab yeej xav tias yuav ua rau muaj kev cuam tshuam loj rau kev txhim kho thiab kev lag luam txuas ntxiv ntawm micro-LED zaub technology. Kev txaus siab ntawm kev siv thev naus laus zis hnyav xws li Apple, Samsung, thiab Sony xav tias yuav ua rau muaj kev lag luam sai dua ntawm micro-LED zaub thev naus laus zis. Samsung thiab Sony tau tsom mus rau cov vaj huam sib luag loj rau kev kos npe thiab kev siv TV, thaum Apple zoo li yuav ua lag luam thev naus laus zis rau daim ntawv thov smartwatch los ntawm 2021. Kev tshawb fawb tseem ceeb los ntawm cov neeg muab khoom siv rau kev tsim cov saw hlau muaj zog tseem yuav txhawb kev loj hlob. ntawm micro-LED zaub lag luam.

Kev txwv: Tsis muaj cov saw hlau xa khoom thiab patents

 Tam sim no, tsis muaj kev tsim cov saw hlau thiab faib cov ntaub ntawv pov thawj patent yog qhov kev txwv loj rau kev loj hlob ntawm kev ua lag luam. Kev txais yuav sai sai ntawm OLED thev naus laus zis hauv cov cuab yeej tso saib yuav cuam tshuam kev lag luam thiab kev loj hlob ntawm micro-LED thev naus laus zis.

Lub Sijhawm: Kev tsim cov micro-LEDs ntawm cov silicon wafers loj

Kev tsim cov micro-LEDs ntawm wafers yog ib qho kev sib tw loj ntawm cov txiaj ntsig thiab nqi. Feem ntau ntawm LED manufacturers niaj hnub no siv sapphire wafers rau kev tsim LEDs. Cov wafers no yog me me nyob rau hauv txoj kab uas hla thiab kim, uas txwv tsis pub tus nqi txo cov khoom siv LED. ALLOS Semiconductors, Plessey Semiconductors, Aledia, thiab ob peb lwm tus neeg ua si tau tsim GaN-on-silicon thev naus laus zis rau kev tsim LEDs siv cov txheej txheem pa. Cov tuam txhab lag luam no tau koom tes nrog lub ntiaj teb cov thawj coj LED tsim kom muaj peev xwm tsim tau ntau dua.

Qhov kev txhim kho no yuav tsum nce kev siv cov wafers loj (ntau dua 4 ntiv tes) rau kev tsim cov khoom siv LED. Cov cuab yeej siv los ua cov khoom zoo GaN-on-Si epitaxial wafers los ntawm MOCVD / MOVPE. Txawm li cas los xij, thev naus laus zis tseem tsis tau ua kom zoo rau micro-LEDs. GaN-on-Si yog ib qho kev cog lus thev naus laus zis rau kev lag luam LED, thiab ib zaug tsim, nws tuaj yeem cuam tshuam rau micro-LED thev naus laus zis hauv cov nqi tsim khoom.

Kev Sib Tw: Kev nqis peev loj heev hauv kev tsim kho vaj tse, khoom siv, thiab kev tsim kho cov txheej txheem; thiab xav tau kev tsim khoom sib txawv nrog rau cov khoom siv sib xws

Cov neeg tsim khoom yuav tau txais cov txheej txheem tsim khoom sib txawv thiab cov cuab yeej siv lossis hloov kho lawv cov txheej txheem uas twb muaj lawm los tsim cov micro-LED chips rau ntau daim ntawv thov. Kev lag luam-ua LED cov tuam txhab, xws li Epistar (Taiwan) thiab Cree (Asmeskas), tab tom tsom mus nrhiav kev txhim kho micro-LED cov kev daws teeb meem uas sib haum nrog cov txheej txheem tsim khoom uas twb muaj lawm. GLO AB (Sweden) ua qauv qhia nanowires uas tuaj yeem loj hlob ntawm ntau yam substrates, xws li sapphire thiab silicon, siv cov txheej txheem txheej txheem kev lag luam. Ua cov txheej txheem micro-LED fabrication tau sib xws nrog cov chaw tsim khoom uas twb muaj lawm yog lub hom phiaj tseem ceeb ntawm kev lag luam ua lag luam.

Micro-LED thev naus laus zis-raws li cov lus qhia yog tus kheej tawm, tsis tas yuav muaj cov lim dej thiab cov kua siv lead ua kua, thiab cov tuam txhab ua lag luam tab tom nrhiav txoj hauv kev los tsim cov khoom loj RGB-raws li micro-LEDs. Down-hloov micro-LEDs rau cov ntawv thov zaub suav nrog kev tsim cov pixel me me. Txhawm rau kom qis rau qhov me me pixel loj, nanophosphos tej zaum yuav tsis ua haujlwm, thiab txawm tias quantum dots yuav tsim qee qhov kev sib tw vim qee qhov kev txwv, uas ua rau lawv ua tsis tau zoo rau cov pixels me me. Kev tsim cov pixels me me raws li micro-LED thev naus laus zis yog qhov sib piv yooj yim dua li quantum dot lossis lwm yam khoom siv thev naus laus zis.

Micro-LED zaub rau daim ntawv thov smartphone yuav tsum ua lag luam los ntawm 2021

Daim ntawv thov smartphone thiab ntsiav tshuaj yuav tsum suav nrog qhov loj tshaj plaws ntawm micro-LED zaub ua lag luam los ntawm 2026. Kev ua lag luam rau daim ntawv thov no yuav tsum tau ua lag luam hauv xyoo 2021. Cov xov tooj smartphones thiab ntsiav tshuaj yog cov ntawv thov ntim siab, thiab ib zaug micro-LED zaub. thev naus laus zis yog kev lag luam, qhov sib koom ua lag luam sib koom yuav nce los tswj hwm tag nrho micro-LED zaub lag luam.

Cov neeg siv khoom siv hluav taws xob ntsug yog cia siab tias yuav ntes cov khoom loj tshaj plaws hauv kev lag luam micro-LED

Cov neeg siv khoom siv hluav taws xob ntsug yuav tsum tuav qhov loj tshaj plaws ntawm micro-LED zaub ua lag luam los ntawm 2026. Lub micro-LED zaub ua lag luam rau qhov ntsug no kuj xav tias yuav loj hlob ntawm qhov siab tshaj CAGR ntawm xyoo 2020 thiab 2026. Cov lag luam loj thiab siab. Kev loj hlob tus nqi yog los ntawm kev cia siab tias yuav tau txais kev pom zoo ntawm micro-LED panels hauv ntau yam khoom siv hluav taws xob, xws li smartphones, TV, smartwatches, TVs, laptops, thiab NTE li. APAC cia siab tias yuav ua tus thawj coj thoob ntiaj teb kev lag luam micro-LED. Kev ua lag luam hauv cheeb tsam no yuav tsum tau sau npe CAGR siab tshaj plaws nyob rau lub sijhawm kwv yees vim tias muaj cov chaw tsim khoom LED, cov tuam txhab tsim vaj huam sib luag, thiab cov neeg siv khoom hauv cheeb tsam. Kev nce qib thev naus laus zis tsis ntev los no hauv micro-LED tau ua rau muaj kev txaus siab ntxiv ntawm APAC-based zaub vaj huam sib luag cov tuam txhab, xws li Samsung, LG Display, AU Optronics, thiab BOE Technology. Lawv kuj tseem tsom mus rau R & D cov haujlwm ntsig txog micro-LED thev naus laus zis.

Cov Neeg Ua Lag Luam Tseem Ceeb

Qee tus thawj coj hauv kev lag luam thoob ntiaj teb micro-LED yog Apple Inc. (LuxVue) (Asmeskas), Oculus VR (InfiniLED) (US), Sony Corp. (Nyiv), Samsung Electronics Co., Ltd. (South Kauslim) , X-Celeprint Ltd. (Ireland), Epistar Corporation (Taiwan), GLO AB (Sweden), VerLASE Technologies LLC (US), JBD Inc. (JB-Display) (Tuam Tshoj), Aledia (Fabkis), Uniqarta, Inc. (Asmeskas), ALLOS Semiconductors GmbH (Lub Tebchaws Yelemees), Plessey Semiconductors Ltd. (UK), PlayNitride Inc. (Taiwan), Mikro Mesa Technology Co., Ltd. (Taiwan), VueReal Inc. (Canada), Ostendo Technologies, Inc. (Asmeskas), Sharp Corporation (eLux Inc.) (Nyiv), University of Sheffield (EpiPix Ltd.) (UK), Micledi (Belgium), Microluce (Taiwan), Tianma (Tuam Tshoj), thiab Visionox (Tuam Tshoj). Lwm cov neeg tseem ceeb hauv kev ua lag luam yog Lumens Co., Ltd. (South Kauslim), Lumiode, Inc. (US), Rohinni LLC (US), Cooledge Lighting Inc. (Canada), Nichia Corp. (Nyiv), PRP Optoelectronics ( Wiltshire), CSOT (Tuam Tshoj), thiab Konka (Tuam Tshoj).

Apple muaj kev lag luam nruj heev thiab cov tswv yim tshaj tawm, nrog rau kev nqis peev siab hauv R & D. Kev lag luam rau Apple cov khoom thiab cov kev pabcuam muaj kev sib tw zoo heev, thiab lub tuam txhab tau ntsib kev sib tw hnyav hauv txhua qhov chaw ntawm nws txoj kev lag luam. Hauv kev ua lag luam micro-LED, Apple yuav tsum ua tus thawj coj ntawm cov duab me me raws li kev lag luam thev naus laus zis. Nrog rau qhov loj tshaj plaws patent portfolio ntawm micro-LED thev naus laus zis (xws li LuxVue qhov kev txawj ntse), thiab nrog kev txhim kho ntawm cov khoom siv tau zoo thiab ua tau zoo (raws li micro-LED thev naus laus zis), lub tuam txhab tuaj yeem txo nws txoj kev vam khom rau lwm cov chaw tsim khoom vaj huam sib luag. Apple smartwatch yuav tsum yog thawj cov khoom lag luam uas muaj micro-LED zaub vaj huam sib luag. Lub tuam txhab muaj kev lag luam zoo nrog cov tuam txhab foundry, xws li TSMC. Raws li xyoo 2017, lub tuam txhab tau nqis peev ntau hauv kev txhim kho micro-LED thev naus laus zis rau ntau lawm; Txawm li cas los xij, tsis tau muaj kev tsim qauv qauv hauv kev ua lag luam los ntawm Apple.

Scope ntawm Daim Ntawv Qhia

Hauv tsab ntawv tshaj tawm kev tshawb fawb no, kev sib tham sib kiosk kev lag luam tau raug segmented raws li daim ntawv thov, kev daws teeb meem thiab ci ntsa iab, vaj huam sib luag loj, ntsug, thiab thaj chaw.

Micro-LED lag luam los ntawm Daim Ntawv Thov

• Tso saib
  • Smartwatch
  • Near-to-Eye (NTE) Device
  • TV
  • Smartphone thiab Tablet
  • Head-up Display (HUD)
  • Laptop thiab Monitor
  • Cov Signage
• Teeb pom kev zoo
  • General Teeb pom kev zoo
  • Automotive Teeb pom kev zoo

Micro-LED kev lag luam los ntawm kev daws teeb meem thiab Brightness

Micro-LED kev lag luam los ntawm Vaj Huam Sib Luag Loj

• Microdisplay
• Vaj Huam Sib Luag Me thiab Nruab Nrab
• Vaj Huam Sib Luag Loj

Micro-LED kev lag luam los ntawm Vertical

• Consumer Electronics
• Automotive
• Kev tshaj tawm (Digital Signage)
• Aerospace & Kws muaj txuj ci
• Lwm tus

Kev txhim kho tsis ntev los no

• Thaum Lub Ib Hlis 2020, Samsung Electronics tshaj tawm tias nws yuav tso tawm cov xov tooj cua micro-LED tshiab rau cov neeg siv khoom lag luam hauv qhov sib txawv ntawm qhov loj me - 75 ", 88", 93 ", 110", 146 ", 150", 219 ", thiab 292" .
• Thaum Lub Ob Hlis 2020, Samsung Electronics koom tes nrog Niio, lub platform zoo tshaj plaws hauv xov xwm. Lub hom phiaj ntawm kev sib koom tes yog tsim kom muaj kev sib tw qhib kev kos duab los txhawb Samsung lub micro-LED cov lus.
• Thaum Lub Kaum Hli 2019, Apple tshaj tawm kev tsim kho qhov chaw tshiab rau kev tsim micro-LED thev naus laus zis rau Apple cov khoom lag luam hauv kev koom tes nrog cov khoom siv hauv zos hauv Taiwan; nws nyob ib sab ntawm Apple's Taoyuan cog.