Under the continuous support of policies and the accelerated deployment of terminal manufacturers, Mini LED will usher in accelerated popularization in 2021, becoming a new profit growth point in the LED display industry. At the same time, Micro LED has also begun to show its edge, and key technologies such as mass transfer have also made certain breakthroughs, and future development can be expected.
Mini/Micro LED, high-quality track with new display
Looking back on 2021, the application of MiniLED backlight products has expanded rapidly. Major brand terminals such as Apple, Samsung and TCL have successively launched MiniLED backlight products. The application fields cover tablets, notebooks, TVs and monitors, which greatly accelerates the commercialization process of MiniLED and drives the MiniLED industry. chain development.A research division predicts that the shipment of MiniLED TVs will challenge 4.5 million units in 2022, and the shipments of products such as MiniLED-backlit LCD monitors and MiniLED-backlit notebooks will also grow to varying degrees.While Mini LED is booming, the commercialization of Micro LED is also accelerating. Micro LED large-scale displays have also begun to move towards home theater level and high tier trade show market.
naked eye 3D
Glasses-free 3D display is in full swing in the fields of culture, tourism, commerce, media and other fields, and LED companies such are actively deploying.
movie screen
Today, LED movie screens have become a popular track for display companies to compete. In November last year, the official website of the State Film Administration released the "14th Five-Year Plan for the Development of Chinese Films", proposing to focus on researching technologies and equipment such as LED screens for video theaters with independent intellectual property rights, to seize the commanding heights of technology, break the monopoly of foreign technology, and strive to improve the international market. Standard participation and facilitation capabilities. The proposal of the "Planning" further promotes the development of the LED movie screen industry. With the advantage of cost, the domestically produced LED movie screen can give movie theaters a greater differentiated advantage, and the movie screen market is expected to usher in a new round of development. At the same time, with the joint efforts of display companies, domestic movie screens will also shine on the international stage.
At the same time, as the popularity of the metaverse concept continues to rise, AR/VR technology, which is the entrance to the metaverse, has also attracted widespread attention. Among them, displays, as an important part of AR/VR/MR/XR equipment, have also become a new trend in the LED industry. As a point of strength, manufacturers have focused on Mini/Micro LED micro-display technology to seize the business opportunities of the Metaverse. Under this trend, the market demand for Mini/Micro LED displays will also gradually increase.
Mini/Micro LED usher in more business opportunities
At a time when the development of Mini/Micro LED technology is in full swing, the demand for emerging applications such as naked-eye 3D, movie screens, XR virtual shooting, and conference all-in-one machines is also increasing, which will bring more incremental space for Mini/Micro LED in the future.
XR virtual shooting
The combination of XR virtual shooting technology and display screen can realize rapid switching of virtual scenes in the virtual studio, and real-time rendering and output of on-site shooting images can reduce shooting costs and improve shooting efficiency. It can be specifically used in film production, TV program production, advertising Many scenes such as shooting, live streaming, live content scene live, reality show live broadcast, car commentary, etc. have developed very vigorously.In order to meet the development opportunities of XR virtual shooting, major manufacturers have launched key layouts.
The layout of the industrial chain is accelerated, and the Mini/Micro LED is ready to go
At present, the new display technology of Mini/Micro LED is developing rapidly, upstream and downstream enterprises in the industry chain are accelerating their actions, and TV manufacturers and mobile phone manufacturers have also set foot in the Mini/Micro LED field. It is foreseeable that the competition in the Mini/Micro LED field will be more intense in the future.
It can be seen that with the strong support of national policies and the unremitting efforts of industrial chain enterprises, Mini/Micro LED has entered a new stage of high-quality and rapid development, and the industrial structure will also change accordingly. In the future, with the continuous expansion of application scenarios, the gradual release of production capacity, the continuous maturity of technology, and the gradual reduction of costs, the Mini/Micro LED industry will usher in greater development space.
Post time: Apr-19-2023