Compared with mass transfer, what has all-in-one changed?
The main competitive technology of all-in-one lamp bead technology is "mass transfer technology"! They are currently in a relationship of competition and cooperation. A typical feature is that many terminal companies that have launched all-in-one lamp plant and small-pitch LED screens are also independently developing mass transfer technology; packaging companies that have launched all-in-one lamp plant technology are also independently developing mass transfer technology. It is precisely because many companies have entered the field of all-in-one lamp beads and mass transfer technology at the same time, which fully shows that the two cannot be completely replaced. For example, in the pitch market above P1.0, mass transfer technology is neither necessary nor "efficiency" advantage; however, because too many LED crystals are transferred in batches at one time, and the target distance between the crystals during transfer is larger, it will increase the difficulty of technical realization and yield.
In the same way, in the finer structure such as P0.3, and even in the P0.5 level products, the advantage of all-in-one gradually decreases; the mass transfer to manufacture P0.5 pitch and smaller pitch products below. The "efficiency" advantage is even more pronounced. On such delicate products, the surface mount process has reached the limit of economy. The all-in-one lamp beads that rely on the surface mount process will also become "unusable"! As for integrating more LED crystals, such as twenty or even more pixels on an all-in-one lamp, it will not be more helpful for the manufacture of ultra-fine and fine-pitch products. And a single lamp group, more pixel integration, itself has become a "massive transfer" of low standards.
In fact, the advantages of the all-in-one lamp plant structure are mainly concentrated on products with p0.9-p1.2 as the core spacing range, and the maximum coverage on both sides is P0.5 to P2.0.
Smaller pitches require massive transfer technology, while larger pitches of traditional RGB lamp beads have more advantages in process efficiency and division of labor in the industry chain. However, from the perspective of the future development of small-pitch and micro-pitch LED large-screen displays, the main demand market is just within the "spacing" range that all-in-one lamp beads "can cover". Most of the target market overlaps with LCD and OLED displays because of products with pitches of P0.5 and below. This ultra-fine pitch LED display is difficult to compare with mature technologies such as liquid crystal display in terms of cost performance. This makes it possible for the all-in-one lamp bead technology to become a "dominant" specification and process in the main market demand of the small-pitch LED industry.
Of course, the all-in-one technology is not completely free from resistance in the "industrial chain": for terminal brands, the use of all-in-one lamp beads means that the "many qualities" and "costs" of the terminal products are more dependent on Midstream package structure. This is also the reason why head terminal brands are more willing to develop their own mass transfer technology.
The new battlefield of micro-pitch LED display
Now that the itinerary is on the star, travel is gradually recovering, and application scenarios such as naked-eye 3D, XR virtual shooting, and cinema screens may usher in new changes. Among them, the penetration rate of naked-eye 3D and cinema screens is expected to accelerate, or usher in a turning point in Q3-Q4.From the perspective of commercial application, naked-eye 3D is a brand-new commercial application, which brings traditional single outdoor media into a new era; compared with traditional LED outdoor large screens, the development of naked-eye 3D large screens not only further enhances the The image of the city and the empowerment of the local economy have rejuvenated the commercial vitality under the new consumption trend. At the same time, it has strong visual shock and interactivity, and can also greatly improve the effect of advertising communication.
Taking advertising content as an example, naked-eye 3D has obvious advantages over 2D advertising. According to the results of big data, three-dimensional advertisements have the following advantages over 2D print advertisements: the attention is more than 7 times that of 2D advertisements; the memory is more than 14 times that of 2D advertisements; the return on investment is more than 3.68 times that of 2D advertisements.
The high rate of return has also attracted the attention of many advertising media manufacturers. Zhaoxun Media, a well-known railway digital media operator in China, plans to invest 420 million yuan to acquire 15 outdoor naked-eye 3D high-definition large-scale large-scale outdoor advertising platforms in the provincial capital and above cities through self-construction or agency. Screen.
Cinemas and performance venues are also gradually returning to life, and the growth of LED cinema screens has once again attracted attention. Without considering the increasing number of screens each year, and the accelerated penetration after performance improvement and cost reduction, when the penetration rate is 5%, the global alternative market size of LED displays in theaters can reach 11 billion. Based on this estimate, the number of cinema screens in my country will increase exponentially year by year, or it is expected to achieve the target of 100,000 yuan ahead of schedule. The rising demand for cinema screens will provide a broader development space for the entry of LED displays.
In just a few years, the P0.X micro-pitch LED display has changed from a few unique products to a fist product that almost every family can handle; from the initial laboratory-level concept products to large-scale mass production, micro-pitch LED displays The rapid development speed of LED display technology is obvious to all in the industry.
Post time: Jul-22-2022