Ndalama za Micro LED Chip Zikuyembekezeka Kufikira US $ 2.3 Biliyoni mu 2024

Opanga aku Taiwan ndi aku Korea akuyesetsa kuthana ndi zopinga zaukadaulo komanso zotsika mtengo paziwonetsero za Micro LED…

Kuyambira kukhazikitsidwa kwa chiwonetsero chachikulu cha Sony chowoneka bwino cha Micro Kuwonetsera mu 2017, makampani ena, kuphatikiza Samsung ndi LG, apita patsogolo motsatizana ndi chitukuko cha Micro LED, zomwe zadzetsa chidwi kwambiri paukadaulo waukadaulo pamsika wowonetsa zazikuluzikulu. ku kafukufuku waposachedwa wa TrendForce.

Ma TV a Emissive Micro LED akuyembekezeka kufika pamsika pakati pa 2021 ndi 2022. Ngakhale zili choncho, zovuta zambiri zaukadaulo komanso zokhudzana ndi mtengo sizinathe kuthetsedwa, kutanthauza kuti ma TV a Micro LED azikhalabe zinthu zapamwamba kwambiri panthawi yaukadaulo. gawo loyamba la malonda.

TrendForce ikuwonetsa kuti ukadaulo wa Micro LED ukhoza kulowa mumsika pazinthu zingapo, kuphatikiza zida zazing'ono zokhala ndi mutu za AR, zobvala monga mawotchi anzeru, zinthu zotsika kwambiri monga zowonera zamagalimoto, ndi zinthu zina monga ma TV apamwamba komanso ziwonetsero zazikulu zamalonda. Pambuyo poyambira zinthuzi, ukadaulo wa Micro LED udzawonanso kuphatikiza pang'onopang'ono m'mapiritsi apakatikati, makompyuta apakompyuta, ndi zowunikira apakompyuta. Makamaka, Micro LED iwona mwayi wapamwamba kwambiri pamsika wowonetsa zazikulu, makamaka popeza zinthuzi zili ndi chotchinga chochepa chaukadaulo. Ndalama za Micro LED chip, zoyendetsedwa makamaka ndi TV ndi kuphatikiza kwakukulu kowonetsera, zikuyembekezeka kufika US $ 2.3 biliyoni mu 2024.

Opanga aku Taiwan ndi aku Korea akuyesetsa kuthana ndi zopinga zaukadaulo komanso zotsika mtengo paziwonetsero za Micro LED.

Pakalipano, ma TV ambiri a Micro LED ndi zowonetsera zazikuluzikulu zimakhala ndi zomangamanga zamtundu wa LED za RGB LED chip phukusi zophatikizidwa ndi madalaivala a passive matrix (PM). Sikuti PM ndiyokwera mtengo kuigwiritsa ntchito, komanso ili ndi malire potengera kutalika kwa ma pixel owonetserako, zomwe zimapangitsa ukadaulo wa Micro LED kukhala wotheka pazowonetsa zamalonda zokha. Komabe, opanga magulu osiyanasiyana ndi mitundu yowonetsera m'zaka zaposachedwa apanga mayankho awo a matrix (AM), omwe amagwiritsa ntchito chiwembu choyang'ana ma pixel ndikuwonetsa magalasi akumbuyo a TFT. Kuphatikiza apo, mapangidwe a IC a AM, poyerekeza ndi PM, ndiwosavuta, kutanthauza kuti AM imafuna malo ocheperako kuti ayende. Ubwino wonsewu umapangitsa AM kukhala yankho loyenera kwambiri la ma TV a Micro LED okwera kwambiri.

Makampani aku Korea (Samsung/LG), makampani aku Taiwan (Innolux/AUO), ndi makampani aku China (Tianma/CSOT) onse awonetsa ntchito zawo zowonetsera AM. Pankhani ya gwero la kuwala kwa LED, Samsung yagwirizana ndi PlayNitride yochokera ku Taiwan kuti ipange mawonekedwe amtundu wa Micro LED opangidwa pogwiritsa ntchito kusamutsa kwapakati kwa tchipisi ta RGB LED. Izi zimasiyana ndi njira yakale yopangira ma LED, yomwe imagwiritsa ntchito ukadaulo wa RGB LED chip phukusi m'malo mwake. Mosiyana ndi izi, opanga ma panel aku Taiwan a AUO ndi Innolux adayambitsa ukadaulo woperekera utoto womwe umaphatikiza tchipisi ta kuwala kwa buluu ndi madontho a quantum kapena ma phosphor a LED.

Kumbali ina, mtengo wa Micro LED zowonetsera zimatengera mawonekedwe owonetsera ndi kukula kwa chip. Pomwe ogwiritsa ntchito amafuna zowonetsera zapamwamba kupita mtsogolo, kugwiritsa ntchito chip cha Micro LED kudzakweranso. Makanema a TV ndi ma LED makamaka amachepetsera ntchito zina pakugwiritsa ntchito chip cha Micro LED. Mwachitsanzo, chiwonetsero cha 75-inch 4K chimafuna tchipisi ta RGB Micro LED cha 24 miliyoni pagulu lake la subpixel. Chifukwa chake, mtengo wopanga, womwe umaphatikizapo matekinoloje monga kusamutsa kwa theka-misala, ndi mtengo wazinthu za tchipisi ta Micro LED zikhalabe zokwera kwambiri pakadali pano.

Poganizira izi, TrendForce ikukhulupirira kuti nkhani zaukadaulo komanso zokhudzana ndi mtengo zizikhalabe vuto lalikulu pamsika wa Micro LED TV ndi zowonetsera zazikulu za Micro LED. Pamene ma TV akupita ku kukula kwakukulu ndi malingaliro apamwamba m'tsogolomu, opanga ayenera kukumana ndi zovuta zowonjezereka muukadaulo wa Micro LED, kuphatikiza kusamutsa anthu ambiri, ndege zakumbuyo, madalaivala, tchipisi, ndi kuyang'anira ndi kukonza. Zolepheretsa zaukadaulo izi zikatha, kaya mtengo wopanga ma Micro LED utsika molingana, kutsika mwachangu kudzatsimikizira kuthekera kwa Micro LED ngati ukadaulo wowonetsera.