As the latest generation of top-level display technology, Micro LED technology mainly has the advantages of high efficiency, high brightness, fast response speed, energy saving, small size, thinness and long life. In addition, with the blessing of ultra-high resolution, it can have More accurate color tuning.
Compared with the current high-end OLED TVs, in terms of response speed, OLED can achieve microsecond-level response, but Micro LED can already achieve nanosecond-level response. In terms of contrast index, the contrast ratio of OLED is mostly 1000:1, while Micro LED can reach 100000:1. The brightness can reach 1:100000 nits. In addition, Micro LED also has the characteristics of modular design, high-density integrated array, and self-illumination of pixels. It's also good for flexible led display. Simply put, Micro LED displays can be large or small. "Small" can reach a 1.4-inch watch screen, and "big" can reach a commercial display screen of several thousand square meters, which is very versatile. Such as P1.56 flexible display.
To put it simply, compared with the traditional TVs on the market, Micro LED TVs can be said to win in all aspects, and the only disadvantage is that they are expensive. But everyone understands that the current production cost of Micro LED is extremely high, the production line is not mature enough, and there are very few manufacturers who master this technology. But it is precisely because of this that Micro LED technology can have a broad market and extremely lucrative profits. It can be said that whoever masters Micro LED technology will be able to take the lead in the next five years or even longer.
This is also one of the reasons why many Chinese manufacturers have chosen to deploy and squat on the Micro LED track in recent years. And with the maturity of Micro LED technology, its application scenarios also extend from TVs to various large-scale displays, commercial displays, wearable displays, AR/VR micro-displays, and more. It is worth noting that in the field of Micro LED, even the giants in the equipment field outside of China do not have the "absolute" advantage as when the LED industry first emerged. It can even be said that Chinese equipment companies have a certain advantage. There are two main reasons for the counterattack:
First, the application of Micro LED in the Chinese market is quite high. Many emerging industries have a large number of Micro LED gaps, and they are the largest producer and the largest consumer market. In the early stage of the current application, enterprises have extremely high requirements on the test response speed of the equipment side, cooperation with development, etc. Chinese companies undoubtedly have a natural advantage in this regard. The second is the cost issue. As we all know, the price and cost are the key to the popularization of new technologies. The cost of Chinese equipment is still much cheaper than imported equipment. The price has become a weapon for Chinese equipment to conquer cities and conquer territories. Driven by these factors, Micro LED equipment is constantly entering the supply chain system of major manufacturers.
If you want to do a good job of Micro LED, there are still many problems to be solved.In fact, as early as 2018, when Samsung launched what it claimed to be the world's first ultra-large Micro LED TV, the outside world was full of expectations for Micro LED applications in the field of large-scale displays. However, limited by technology and cost issues, it was not until this year that the launch of Micro LED large-scale display products was really considered a high volume.
Of course, in order to gain a firm foothold in this new field, Chinese manufacturers actually still have a lot of problems to solve.
In addition, the starting time is a little later than that. If you want to achieve corner overtaking, you need to pay more attention to development. Problems you may encounter on the road. The first is naturally the problem of process level. Because Micro LED adopts COB packaging technology and high-density integrated design, the yield rate in the production process is not high, and once the screen has a bad point, it cannot be repaired point-to-point or the cost of repairing the bad point is extremely high. This is a great test of the technology level, technical level and packaging level of the company's Micro LED technology and products.
Secondly, the development of Micro LED technology is extremely dependent on the coordinated development of the upstream and downstream industries of the entire semiconductor industry chain. Transparent led display. Once there is a problem in one of the links, it will lead to a series of embarrassing situations such as the manufacturer unable to produce the product and the market unable to obtain the product. Therefore, if China's Micro LED technology is to develop rapidly, it is necessary to improve yield, reduce costs and further consolidate the relationship between upstream and downstream industry chains.
Mass transfer technology breakthroughs are frequent, and the commercialization of Micro-LED is expected to accelerate. After the micro-scale micro-LED dies are fabricated, the mass transfer technology can quickly and accurately transfer millions or even tens of millions of micro-LED dies to the driver circuit substrate, and form a good relationship with the driver circuit. electrical connection and mechanical fixation. Taking 4K TV as an example, 4K usually refers to 4096x2160 resolution. Assuming that there are three R/G/B dies per pixel, making a 4K TV requires transferring up to 26 million dies—even if 10,000 dies are transferred each time. It also needs to be repeated 2400 times.
The mass production of micro-LED is relatively difficult. As mentioned above, the agency pointed out that the mass transfer technology has not yet broken through, which has become a major bottleneck for the mass production of micro-LED. If the mass transfer technology equipment can meet the requirements of large-scale commercial use, it will accelerate the commercialization of micro-LED.In general, China's Micro LED industry chain has begun to take shape. With the support and promotion of more policies, it is believed that the investment and market size of the Micro LED industry will continue to expand. The mass production of Micro LED will also be accelerated, and Chinese manufacturers may be able to rely on this new technology to achieve corner overtaking.
Post time: Sep-26-2022