As a next-generation display technology, MLED (Mini/Micro LED) attracts domestic and foreign display companies to actively deploy. Driven by the huge market potential, accelerating the upgrading of MLED display technology and accelerating its commercialization process has become an industry desire. China Semiconductor Display has a strong industrial base and a complete LED industry chain. With leading TFT design and manufacturing technology, mature semiconductor chips and advanced MLED technology, as well as strong policy support, MLED technology will take the lead in realizing industrialization in China.
With the further popularization of new technologies such as 5G, ultra-high-definition, artificial intelligence, and AR/VR, display, as one of the important windows for human-computer interaction and information reception, has more diversified application directions. Faced with the new requirements for display technology put forward by industry integration and innovation, panel companies need to accelerate the development of next-generation new display technologies with better performance. Realize innovative applications that meet the requirements of ultra-high resolution, ultra-large size, functional integration, flexibility or transparency.
MLED not only excels in brightness, contrast, response speed, power consumption, lifespan and flexibility, but also by changing the size of the light-emitting chip and the distance between pixels, and using processes with different processing accuracy, it can achieve a range from micro-display to super-large display. Applications. MLED can provide more differentiated solutions for the display terminal market, create new application scenarios, and meet the diverse needs of different display products and application scenarios.
Today, a number of MLED world premiere products and prototypes have come out in the world, covering AR/VR, watches, car/NB, TV/commercial display and many other aspects, showing the excellence and application potential of MLED technology.With the continuous expansion of new applications of MLED in the display field, high-end large-size TV, wearable display, AR/VR, vehicle display, etc. will become rapidly growing fields, bringing new development opportunities for MLED display. Million Insights predicts that the global Mini LED market will reach US$5.9 billion in 2025, with a compound growth rate of 86.60% from 2019 to 2025; in the field of Micro LED, according to IHS forecast, the global Micro LED display shipments will reach 15.5 million in 2026 Taiwan, with a compound annual growth rate of 99.00%. Driven by the huge market potential, accelerating the upgrading of MLED display technology and accelerating its commercialization process have become the industry's desire.
At present, China's LED display industry has been in the first echelon of the world, forming a relatively complete LED industry chain and industrial clusters, covering terminal applications, panel manufacturing, packaging, chips, core materials and equipment and other fields. In 2020, the output value of the LED industry chain in mainland China will reach 701.3 billion yuan, of which the output value of LED display applications is about 196.3 billion yuan. At the same time, China is also the world's largest LED chip R&D and production base. Chinese companies have strong LED chip manufacturing capabilities and technological innovation capabilities, and LED chips are a key component of MLED technology.
In addition, my country's policy support for the MLED display industry is very strong. From industrial top-level design to standardized layout, to structural optimization and many other aspects, my country has introduced relevant policies to strengthen the guidance and
promotion of the MLED display industry, thereby attracting more upstream materials, device fields and downstream module companies to join, continue to The overall scale of the industry has been expanded, and the advantages of industrial agglomeration have begun to emerge.As the leading enterprises in the industry chain put into production one after another, it will accelerate the rapid growth of related industries. With the synergistic effect of the industrial chain, Chinese companies can quickly reduce the cost of MLED and make big strides into the consumer application market.
Although the technical advantages of MLED direct display are outstanding, there are still many technical bottlenecks to be broken through at this stage. The so-called "mass transfer" is the process of correctly and efficiently moving millions or even tens of millions of ultra-micro LED dies to the circuit substrate after the fabrication of micron-level LED dies. At present, mass transfer technologies include elastic stamp micro-transfer technology, laser transfer technology, and fluid transfer technology. But these technologies are not mature enough. The yield and transfer efficiency cannot reach the level of MLED mass production. This further pushes up manufacturing costs, resulting in high prices for current MLED products.
MLED direct display may consider directly manufacturing red light, blue light and green light according to the design in the integrated circuit. In addition, MLEDs face new technical difficulties in materials, equipment, chips, driver ICs, backplane design and packaging. Better for transparent led display. It is worth mentioning that, with the packaging process as the main point, on the basis of the original SMD and COB packaging technologies, domestic companies innovatively developed the COG MLED packaging process. COG MLED backlight technology has the advantages of constant current drive, high brightness, high contrast, no flicker and high splicing flatness, and is expected to become the mainstream direction of future display industry development.
Post time: Sep-28-2022