MicroLED, ntseeg los ntawm ntau tus los ua tiam tom ntej ntawm cov khoom siv thev naus laus zis, tau nrhiav los ntawm cov neeg ua si ntawm LED, zaub, OEM, cov ntaub ntawv thiab lwm yam. Sib txawv ntawm LCD thiab OLED, microLED suav hais tias yog tib lub tshuab tso saib uas tsis muaj kev txwv loj. Cov ntawv thov uas muaj peev xwm yog dab tsi? Dab tsi yog qhov hypes thiab qhov tseeb? Cov no yog cov lus nug nyob rau hauv daim ntawv tshaj tawm tshiab IDTechEx, " Micro-LED Displays 2020-2030: Technology, Commercialization, Opportunity, Market and Players".
Ntau qhov kev txhawb siab yog tsav qhov kev nce qib ntawm MicroLED zaub
Samsung Display tau tshaj tawm tias nws yuav xaus lub lag luam LCD thiab yuav tsom mus rau nws cov lag luam QD LCD & OLED. LG Display tau tso tseg nws cov khoom siv hauv tsev ntawm LCD panels. Kaus lim qab teb cov neeg muag khoom nyiam txo lawv cov vaj huam sib luag LCD thiab hloov mus rau QLED & OLED. Tsis tas li ntawd, Panasonic thiab JDI kuj tau tawm ntawm lub lag luam LCD. AUO, Innolux thiab ob peb lwm lub tuam txhab Taiwanese tau qeeb qis peev hauv LCD lossis OLED. Raws li kev sib piv, LCD tsim tau hloov mus rau Tuam Tshoj av loj vim yog tus nqi peev txheej, cov kab tshiab tsim tau zoo thiab kev lag luam saw kev txhawb nqa.
Nyob rau hauv cheeb tsam OLED, OLED vaj huam sib luag ntau lawm yog dominated los ntawm Kauslim tuam txhab uas muag nyob rau hauv cov nqe lus ntawm kev muaj peev xwm tsim tau zoo, cov khoom siv thiab cov khoom siv, cov ntaub ntawv downstream, thiab cov saw hlau ua tiav. Piv txwv li, SDC thiab LGD tau txhawb nqa cov khoom siv hluav taws xob thiab cov tuam txhab lag luam, tsim cov ecosystems zoo. Rau cov kev siv qis qis, Samsung lub me me / nruab nrab-loj OLED panels yog thawj zaug muab rau Samsung cov xov tooj ntse, thaum LGD cov OLED vaj huam sib luag loj yog thawj zaug muab rau LG TVs. Lawv cov npe tseem tuaj yeem muab kev txhawb nqa txaus thiab tawm tswv yim. Samsung thiab LG tab tom ua lag luam me / nruab nrab thiab loj-loj OLED vaj huam sib luag, feem.
Hais txog qhov tseem ceeb ntawm cov khoom siv thiab khoom siv, Nyiv thiab lub teb chaws Yelemees muaj zog heev. Lawv qhov zoo tuaj yeem siv rau tsis yog LCD lossis OLED nkaus xwb, tab sis lwm yam muaj peev xwm ua yeeb yam tshiab thiab.
Nrog rau qhov keeb kwm yav dhau los no, kev koom tes hauv kev siv thev naus laus zis tshiab tuaj yeem coj txoj hauv kev tshiab rau cov neeg koom nrog, vim tias cov cuab yeej siv tshiab tuaj yeem rhuav tshem cov pawg hauv cheeb tsam tam sim no thiab qhov zoo, tsim cov qauv kev lag luam tshiab.
Qhov no yog ib qho ntawm cov laj thawj tseem ceeb vim li cas cov duab microLED tau txais kev txaus siab heev. Tsis tas li ntawd, microLED cov lus qhia xa cov txiaj ntsig zoo xws li dav xim gamut, siab luminance, tsawg zog noj, zoo heev stability thiab lub neej ntev, dav saib lub kaum ntse ntse, siab dynamic ntau, siab sib piv, ceev refresh npaum li cas, transparency, seamless kev twb kev txuas, thiab sensor integration. muaj peev xwm, thiab lwm yam. Qee qhov kev pom zoo muaj txiaj ntsig tuaj yeem muab los ntawm lwm txoj hauv kev xws li LCD, OLED thiab QD, thaum microLED muaj nws qhov tshwj xeeb tus nqi propositions uas tau caum los ntawm ntau.
Muaj nuj nqis propositions ntawm ntau yam zaub technologies. Source: IDTechEx
Lwm tus neeg tsav tsheb yog tus naj npawb ntawm cov players ua raws li kev lag luam microLED. MicroLED tej zaum yuav tsis yog lawv lub hom phiaj tseem ceeb nyob rau lub sijhawm no, tab sis lawv khaws txoj hauv kev ze rau nws, tsuas yog nyob rau hauv rooj plaub thaum microLED tiag tiag tawm, lawv tuaj yeem ntes tau sai, es tsis txhob tso tseg.
Txhim kho cov dej num nrog hloov kev txhim kho tsom
Tus naj npawb ntawm cov dej num los ntawm cov chaw muag khoom tuaj yeem pom los ntawm cov peev txheej loj ntawm ~ $ 5 billion, nce tus naj npawb ntawm cov ntaub ntawv patent, nrog rau cov qauv / cov khoom coj los ntawm cov neeg muag khoom microLED. Peb tuaj yeem pom cov npe xws li AUO, PlayNitride, RiTdisplay, Samsung, LG, Sony, TCL, Tianma, Konka, Glo, Plessey, JBD, X-Display, VueReal, CSOT, Sharp, Kyocera, thiab lwm yam.
Txawm li cas los xij, cov qauv ua pov thawj los ua pov thawj thev naus laus zis / kev tshawb fawb txog kev npaj nrog lab / fab scale ntau lawm txawv ntawm cov khoom lag luam tsim khoom loj. Cov tom kawg xav kom xoom tsis xws luag rau cov neeg siv khoom. Txawm hais tias kev tshawb fawb tau raug pov thawj nyob rau ntawd, qhov nyuaj dua yog qhov teeb meem engineering thiab kev tsim khoom. Piv txwv li, cov pa LEDs tuaj yeem ncav cuag cov txiaj ntsig sab nraud (EQEs) mus txog ~ 70%, thaum me me microLEDs tsawg dua 10 µm yuav nyuaj kom ncav cuag 20%. LEDs liab yog qhov nyuaj tshwj xeeb nrog EQEs qis thiab nkig feature. Cov me me microLEDs muaj thaj chaw loj, uas tuaj yeem ua rau muaj qhov tsis xws luag thaum lub sijhawm tsim khoom. Yog li ntawd, kev daws teeb meem engineering / kev tsim khoom yog ib qho tseem ceeb, suav nrog kev tuag me me me me thaum tswj kev ua haujlwm siab, nti tsim thiab kev tsim cov txheej txheem kev txhim kho. Lwm qhov teeb meem suav nrog kev hloov pauv huab cua, kho qhov tsis xws luag, kuaj xyuas, sib xws, xim hloov pauv, thiab lwm yam.
Txhawm rau tsim cov khoom siv microLED, ntau cov thev naus laus zis thiab cov txheej txheem tau koom nrog, xws li epitaxy, photolithography, chip fabrication, substrate tshem tawm, tshuaj xyuas, hloov loj, kev sib txuas thiab kev sib txuas, kev sim, kho, rov qab thiab tsav IC, thiab lwm yam. Tom qab xyoo ntawm txoj kev loj hlob, qee qhov teeb meem thev naus laus zis tau raug daws, thaum cov teeb meem tshiab tau muab tso rau pem hauv ntej ntawm peb. Piv txwv li, ob peb xyoos dhau los, cov kev siv zog loj tau tsom mus rau kev tuag miniaturization, nti tsim thiab kev hloov pauv loj, thiab lwm yam. Tsis ntev los no, ntau thiab ntau tus players paub txog kev nkag siab tag nrho ntawm cov txheej txheem yog qhov tseem ceeb. Yog li ntawd, cov neeg coob zuj zus ntxiv dag zog ntxiv rau kev siv thev naus laus zis xws li tshuaj xyuas, kho, tsav tsheb, txhim kho duab, tswj lub teeb, thiab cov khoom siv ntau lawm.
Kev hloov pauv hloov pauv raws li COVID-19
Ib qho kev sib tham loj tshaj plaws uas tshwm sim hauv ntiaj teb tam sim no yog COVID-19. Nrog ntau thiab ntau lub tebchaws uas muaj COVID-19 tswj hwm, cov lus nug tsis yog tsuas yog kev noj qab haus huv rau pej xeem xwb, tab sis kuj tseem cuam tshuam rau lub sijhawm ntev nws cuam tshuam rau peb hauv kev sib raug zoo, kev lag luam, thiab kev nom kev tswv.
Kev koom tes nrog ntau qhov kev lag luam uas twb muaj lawm thiab kev lag luam tshiab, cov khoom siv microLED tuaj yeem tsim cov LED uas twb muaj lawm thiab cov khoom xa tawm, ua rau muaj qhov ntev thiab nyuaj tshiab. Kev siv thev naus laus zis tshiab thiab cov khoom lag luam tshiab tuaj yeem muab sijhawm tshiab rau cov neeg ua si, xws li CMOS kev lag luam tuaj yeem ua txoj haujlwm hauv microLED-raws li micro-display mov saw.
Muaj kev paub nrog COVID-19, kev lag luam thoob ntiaj teb thiab kev tsim khoom lag luam yuav cuam tshuam.
Kev nkag siab ntawm COVID-19 thaum Lub Ob Hlis thiab tom qab ntawd txawv heev. Thaum Lub Ob Hlis, qhov xwm txheej ntawm COVID-19 yog qhov hnyav tshaj plaws hauv Suav teb. Yog li ntawd, ntau qhov kev ntsuam xyuas tau tsom mus rau kev nyab xeeb ntawm cov khoom siv. Qhov kev pheej hmoo tau tham ntau zaus los ntxiv kev cia siab rau lub ntiaj teb kev lag luam khoom lag luam hauv Suav teb. Thaum lub Peb Hlis, kev kis thoob ntiaj teb ua rau tib neeg pom los ntawm lub kaum sab xis dav dua. Ua ntej, kev lag luam thoob ntiaj teb kev loj hlob tau poob qis heev thoob plaws ntiaj teb thiab cov neeg poob haujlwm tau nce, txawm tias tsoomfwv txhawb nqa los ntawm qee lub tebchaws. Qhov thib ob, cov neeg siv khoom lag luam tau cuam tshuam loj heev. Kev yuav khoom ntawm cov khoom tsim nyog tsawg yuav raug txo rau ob qho tib si rau cov neeg siv khoom thiab cov chaw lag luam. Thib peb, kev lag luam nyiaj txiag tau cuam tshuam. Tom ntej no, tab sis tsis tsawg kawg, qhov cuam tshuam rau cov saw hlau thoob ntiaj teb yuav nyob twj ywm, ob qho tib si rau tam sim no thiab yav tom ntej.
Nws tau lees paub los ntawm ntau tus tias COVID-19 kev kis thoob ntiaj teb yuav ua rau Asmeskas-Tuam Tshoj kev sib raug zoo ntau dua. Tsis tas li ntawd, kev lag luam thoob ntiaj teb poob qis nrog cov ciam teb kaw, kev txwv kev mus ncig, cov xwm txheej xa tawm thiab cov khoom lag luam tuag tes tuag taw. Ntawm ib sab, IDTechEx tau hnov los ntawm ob peb lub tuam txhab me me uas lawv txhob txwm xaiv los koom tes nrog cov tuam txhab uas tsis tshua muaj kev cuam tshuam los ntawm kev ua lag luam. Ntawm qhov tod tes, txawm hais tias kev lag luam thoob ntiaj teb tseem yog cov qauv dav dav, cov pawg hauv cheeb tsam tuaj yeem ua lub luag haujlwm tseem ceeb hauv kev tsim cov saw hlau ntau dua li lub ntiaj teb network yav tom ntej. 
Demand and supply of MicroLED displays. Source: IDTechEx
Daim Ntawv Thov Kev Lag Luam rau MicroLED Zaub
Qhov kev thov rau microLED cov duab tuaj yeem txheeb xyuas los ntawm ob yam:
• Hloov pauv hauv cov khoom lag luam uas twb muaj lawm
• Tsim cov khoom lag luam tshiab
Rau yav dhau los, 8 daim ntawv thov qhia hauv qab no tau hais txog feem ntau. Lawv yog augmented/mixed reality (AR/MR), virtual reality (VR), video displays, TVs and monitors, automotive displays, mobile phones, smart watches and wearables, tablets and laptops.
Hloov nyob rau hauv daim ntawv thov kev lag luam uas twb muaj lawm
Piv txwv li, LCD zaub, uas yog tus thawj coj ntawm lub khw muag khoom tam sim no, tau siv rau hauv yuav luag txhua qhov kev qhia hauv qab 65 ". LCDs muaj lawv qhov kev txwv tsis pub nkag mus rau qhov loj dua. OLED tab tom noj kev lag luam ntau ntxiv feem ntau hauv cov xov tooj ntse. QD-LCDs tau muag raws li cov TV zoo tshaj plaws thiab tau txais los ntawm cov neeg siv khoom nce zuj zus. LED zaub twb tau siv rau hauv cov zaub loj loj. Txhawm rau sib tw nrog lawv, microLED yuav tsum txheeb xyuas lawv cov lus pom zoo tshwj xeeb lossis muaj txiaj ntsig sib xyaw ua ke kom muaj txiaj ntsig zoo.
Ntawm qhov tod tes, dab tsi tuaj yeem muab rau ntawm theem no tau teev ciam teb. Piv txwv li, txhawm rau ua tus nqi sib tw, microLEDs yuav tsum tau tsim rau hauv qhov me me. Txawm li cas los xij, me me microLEDs muaj kev ua haujlwm qis dua piv nrog cov LEDs ib txwm siv rau cov teeb pom kev zoo hauv lub xeev. Cov microLEDs uas tsis tshua muaj txiaj ntsig yuav tsis tuaj yeem muab cov lus pom zoo "tsawg zog siv" rau cov ntawv thov uas xav tau LEDs me me thiab siv hluav taws xob tsawg.
Nyob rau hauv cov nqe lus ntawm tus nqi, tus nqi ntawm lub dav hlau pem hauv ntej ntawm ib tug raug microLED zaub yog nyob ntawm tus naj npawb ntawm LEDs, es tsis txhob ntawm cheeb tsam, uas txawv ntawm OLED thiab LCD. Qhov no yog vim li cas kev tsim lub xov tooj ntse nrog tib qhov kev daws teeb meem ntawm lub TV tuaj yeem ua rau qhov kev kwv yees tus nqi zoo sib xws, tsis yog kev txiav txim siab ntawm qhov kev cia siab qis dua.
Yog li ntawd, nws yog ib qho tseem ceeb kom nkag siab txog cov txheej txheem thev naus laus zis sib txawv tom qab txhua daim ntawv thov thiab kom tau txais kev ntsuam xyuas meej ntawm lawv txoj kev muaj peev xwm thiab lub sijhawm.
Txhawm rau tsim lub lag luam zaub tshiab yuav tsum muaj cov yam ntxwv uas tsis tuaj yeem qhib los ntawm lwm txoj hauv kev. Cov piv txwv muaj xws li cov lus qhia nrog cov duab customized thiab cov lus qhia nrog kev sib koom ua ke sensor. Cov kev nthuav tawm tshiab nthuav dav peb txoj kev xav dhau ntawm cov khoom uas twb muaj lawm thiab pab kom tau mus rau lub ntiaj teb nrog cov khoom siv dav dav.
Post lub sij hawm: Jan-22-2021