Imakethe ye-Micro-LED ngohlelo lokusebenza (I-Display (I-Smartwatch, Idivayisi ye-NTE (AR HMD, VR HMD), I-Smartphone, Ithelevishini, i-HUD, Izimpawu Zedijithali, I-Laptop kanye Nokuqapha, Ukukhanyisa (Okuvamile, Izimoto), Usayizi Wephaneli Yokubonisa, Ume mpo, kanye Nesifunda - Isibikezelo Somhlaba Wonke sango-2026

The global Usayizi wemakethe ye-micro-LED kulindeleke ukuthi ukhule usuka ku-USD 409 million ngo-2020 uye ku-USD 18,835 million ngo-2026; kulindeleke ukuthi ikhule ku-CAGR ka-89.3% kusukela ngo-2020 kuya ku-2026. Into ebaluleke kakhulu eqhuba ukukhula kwale makethe ukwanda kwesidingo sezixazululo ezingcono zokubonisa.

I-Micro-LED iwubuchwepheshe obuvelayo bokuboniswa nokukhanyisa obunamandla okuphazamisa isibonisi se-LCD esivamile nezimakethe zokukhanyisa ze-LED. Amaphaneli okubonisa asetshenziswa kumadivayisi ahlukahlukene, afana nama-TV, amanothibhuku, ama-smartphone, namawashi ahlakaniphile. Okwamanje, iningi lalawa madivayisi asekelwe kubuchwepheshe bokubonisa obufana ne-organic light-emitting diode (OLED) kanye ne-LED-backlit LCD. Imakethe yesibonisi ibilokhu ibona ukuthuthuka okuningana ngokwekhwalithi yezithombe, osayizi bokuboniswa, nezici zokusetshenziswa kwamandla. Imakethe yezibani ze-LED iphinde yabonisa ukukhula okukhulu esikhathini esedlule ngokwethulwa kwemikhiqizo ekhangayo nesebenzisa amandla amancane.

Ubuchwepheshe be-Micro-LED buyathuthukiswa ukuze bakhe amaphaneli wokubonisa anikeza ukukhanya okuphezulu nokusetshenziswa kwamandla aphansi. Imakethe ye-Micro-LED ingahlukaniswa kabanzi ngesibonisi se-Micro-LED kanye nokukhanya kwe-micro-LED. Amaphaneli wokubonisa ama-Micro-LED kulindeleke ukuthi abambe isabelo semakethe esikhulu kunamaphaneli okukhanyisa ama-micro-LED.

I-Micro-LED Market Dynamics

Umshayeli: Ukunyuka kwesidingo sama-microdisplays kumadivayisi we-NTE

Ukwenyuka kwesidingo samaphaneli akhanyayo nasebenza kahle kakhudlwana ama-smartwatches, ama-smartphone, amathelevishini, namadivayisi e-AR/VR kulindeleke ukuthi kuqhubekisele phambili ukuthuthukiswa nokudayiswa okulandelayo kobuchwepheshe bokuboniswa kwe-micro-LED. Intshisekelo ejulile yama-heavyweights zobuchwepheshe afana ne-Apple, i-Samsung, ne-Sony kulindeleke ukuthi iphumele ekuthengisweni okusheshayo kobuchwepheshe bokuboniswa kwe-micro-LED. I-Samsung kanye ne-Sony bagxile engxenyeni enkulu yamaphaneli yezinhlelo zokusebenza zezimpawu nethelevishini, kuyilapho i-Apple ingase ihwebe ngobuchwepheshe besicelo se-smartwatch ngo-2021. Ucwaningo olubalulekile oluqhubekayo oluqhutshwa abahlinzeki bokufakwayo ukuze kusungulwe uchungechunge oluqinile lokuhlinzeka futhi luzothuthukisa ukukhula. yemakethe yesibonisi ye-micro-LED.

Ukuzithiba: Ukushoda kwe-supply chain namalungelo obunikazi

 Njengamanje, ukushoda kochungechunge lokuhlinzekwa kwempahla olumisiwe kanye nephothifoliyo yelungelo lobunikazi esabalalisiwe yizithiyo ezinkulu ekukhuleni kwemakethe. Ukwamukelwa ngokushesha kobuchwepheshe be-OLED kumishini yokubonisa kungase kuphazamise ukuthengiswa nokukhula kobuchwepheshe be-micro-LED.

Ithuba: Ukwenziwa kwama-micro-LED kumawafa amakhulu e-silicon

Ukukhiqiza ama-micro-LED kuma-wafer kube yinselelo enkulu mayelana nesivuno nezindleko. Iningi labakhiqizi be-LED namuhla basebenzisa ama-sapphire wafers ekwenzeni ama-LED. Lawa mawafa mancane ngobubanzi futhi ayabiza, okuvimbela ukuncishiswa kwezindleko zamadivaysi e-LED. I-ALLOS Semiconductors, i-Plessey Semiconductors, i-Aledia, nabanye abadlali abambalwa bathuthukise ubuchwepheshe be-GaN-on-silicon bokukhiqiza ama-LED kusetshenziswa inqubo evamile. Lezi zinkampani zisebenzisana nezinkampani ezihamba phambili emhlabeni ze-LED ukukhulisa umthamo wokukhiqiza ngezinga elikhulu.

Lokhu kuthuthukiswa kulindeleke ukuthi kukhulise ukusetshenziswa kwama-wafers amakhulu (ngaphezu kwamayintshi angu-4) ekwenzeni imikhiqizo ye-LED. Ubuchwepheshe busetshenziselwa ukwenza amawafa e-GaN-on-Si epitaxial ekhwalithi ephezulu kusetshenziswa i-MOCVD/MOVPE. Kodwa-ke, ubuchwepheshe buzolungiselelwa ama-micro-LED. I-GaN-on-Si ubuchwepheshe obuthembisayo bemakethe ye-LED, futhi uma isithuthukisiwe, ingaba nomthelela omkhulu kubuchwepheshe be-micro-LED ngokwezindleko zokukhiqiza.

Inselele: Isidingo esikhulu sokutshalwa kwezimali kwingqalasizinda, izinto zokusebenza, kanye nokuthuthukiswa kwenqubo; kanye nesidingo sezinqubo ezahlukene zokukhiqiza kanye nokuhambisana kwemishini

Abakhiqizi kuyodingeka basebenzise inqubo yokukhiqiza ehlukene kanye nemishini noma bathuthukise amasistimu abo akhona ukuze bakhiqize ngobuningi bama-micro-LED ama-chips ezisetshenziswa ezahlukene. Abakhiqizi be-LED abahamba phambili embonini, njenge-Epistar (Taiwan) ne-Cree (US), bagxile ekutholeni izixazululo zokuthuthukiswa kwe-micro-LED ezihambisana nezinqubo zokukhiqiza ezikhona. I-GLO AB (eSweden) ibonise ama-nanowires angatshalwa kuma-substrates ahlukahlukene, njengesafire ne-silicon, kusetshenziswa imishini yenqubo yemboni evamile. Ukwenza inqubo yokwenziwa kwe-Micro-LED ihambisane nezitshalo zokwenziwa ezikhona yikona okugxilwe kakhulu ngabadlali abahamba phambili embonini.

Izibonisi ezisekelwe kubuchwepheshe be-Micro-LED ziyazikhipha ngokwazo, asikho isidingo sezihlungi namakristalu awuketshezi, futhi izinkampani ezihamba phambili embonini zithola izindlela zokukhiqiza ngobuningi ama-micro-LED asekelwe ku-RGB. Ama-LED amancane aguqulela phansi ezinhlelo zokusebenza zokubonisa afaka ukukhiqizwa kwamaphikseli amancane kakhulu. Ukuze wehlele kumasayizi amaphikseli amancane kakhulu, ama-nanophosphors cishe ngeke asebenze, futhi ngisho namachashazi e-quantum azodala izinselelo ezithile ngenxa ye-thermo-constraints, ewenza angasebenzi kumaphikseli amancane kakhulu. Ukukhiqiza amaphikseli amancane ngokusekelwe kubuchwepheshe be-micro-LED kulula uma kuqhathaniswa kunechashazi le-quantum nanoma ibuphi obunye ubuchwepheshe bokuboniswa.

Isibonisi se-Micro-LED sohlelo lokusebenza lwe-smartphone kulindeleke ukuthi sithengiselwe ngo-2021

Uhlelo lokusebenza lwe-smartphone kanye nethebhulethi kulindeleke ukuthi lubhekane nesabelo esikhulu kunazo zonke semakethe yesibonisi ye-micro-LED ngo-2026. Imakethe yalolu hlelo lokusebenza kulindeleke ukuthi ihwebe ngo-2021. Omakhalekhukhwini namathebulethi kuyizinhlelo zokusebenza ezinevolumu ephezulu, kanye nesibonisi se-micro-LED. ubuchwepheshe buyathengiswa, isabelo semakethe esihambisanayo sizokhuphuka ukuze silawule imakethe yesibonisi se-micro-LED.

I-Consumer electronics vertical kulindeleke ukuthi ibambe isabelo esikhulu kunazo zonke emakethe ye-micro-LED

Umthengi ome mpo kulindeleke ukuthi ubambe isabelo esikhulu kunazo zonke semakethe yesibonisi ye-micro-LED ngo-2026. Imakethe yesibonisi ye-Micro-LED yalokhu mpo kulindeleke ukuthi ikhule ku-CAGR ephakeme kakhulu phakathi kuka-2020 no-2026. Isabelo semakethe esikhulu futhi siphezulu. izinga lokukhula libangelwa ukwamukelwa okulindelekile kwamaphaneli abonisa ama-micro-LED kumishini ehlukahlukene kagesi yabathengi, njengama-smartphone, omabonakude, amawashi ahlakaniphile, ama-TV, amakhompyutha aphathekayo, namadivayisi e-NTE. I-APAC kulindeleke ukuthi ibuse imakethe ye-micro-LED yomhlaba wonke. Imakethe kulesi sifunda kulindeleke ukuthi ibhalise i-CAGR ephezulu kakhulu ngesikhathi sokubikezela ngenxa yokuba khona kwezimboni ezihamba phambili ze-LED, abakhiqizi bephaneli yokubonisa, namakhasimende esifundeni. Ukuthuthuka kwakamuva kwezobuchwepheshe ku-micro-LED kuholele entshisekelweni ekhulayo yabakhiqizi bephaneli yokubonisa abasuselwa ku-APAC, abafana ne-Samsung, LG Display, AU Optronics, ne-BOE Technology. Baphinde bagxile emisebenzini ye-R&D ephathelene nobuchwepheshe be-micro-LED.

Abadlali Ababalulekile Bemakethe

Abanye babadlali abahamba phambili emakethe yomhlaba ye-micro-LED i-Apple Inc. (LuxVue) (US), i-Oculus VR (InfiniLED) (US), i-Sony Corp. (Japan), i-Samsung Electronics Co., Ltd. (eNingizimu Korea) , X-Celeprint Ltd. (Ireland), Epistar Corporation (Taiwan), GLO AB (Sweden), VerLASE Technologies LLC (US), JBD Inc. (JB-Display) (China), Aledia (France), Uniqarta, Inc. (US), ALLOS Semiconductors GmbH (Germany), Plessey Semiconductors Ltd. (UK), PlayNitride Inc. (Taiwan), Mikro Mesa Technology Co., Ltd. (Taiwan), VueReal Inc. (Canada), Ostendo Technologies, Inc. (US), Sharp Corporation (eLux Inc.) (Japan), University of Sheffield (EpiPix Ltd.) (UK), Micledi (Belgium), Microluce (Taiwan), Tianma (China), kanye Visionox (China). Abanye abadlali abavelele emakethe iLumens Co., Ltd. (South Korea), Lumiode, Inc. (US), Rohinni LLC (US), Cooledge Lighting Inc. (Canada), Nichia Corp. (Japan), PRP Optoelectronics ( Wiltshire), CSOT (China), kanye ne-Konka (China).

I-Apple inamasu okuthengisa nokukhangisa anamandla, kanye nokutshalwa kwezimali okuphezulu ku-R&D. Izimakethe zemikhiqizo namasevisi akwa-Apple zincintisana kakhulu, futhi inkampani ibhekene nokuncintisana okunonya kuzo zonke izindawo zebhizinisi layo. Emakethe ye-Micro-LED, i-Apple kulindeleke ukuthi ibuse ifomethi encane yokubonisa njengoba ubuchwepheshe buthengisa. Ngephothifoliyo enkulu yelungelo lobunikazi kubuchwepheshe be-micro-LED (okuhlanganisa ubuchwepheshe be-LuxVue), futhi ngokuthuthukiswa kwezibonisi ezisebenza kahle nezisezingeni eliphezulu (okusekelwe kubuchwepheshe be-micro-LED), inkampani inganciphisa ukuncika kwayo kwabanye abakhiqizi bephaneli yokubonisa. Iwashi elihlakaniphile le-Apple kulindeleke ukuthi libe ngumkhiqizo wokuqala ukuba namaphaneli e-micro-LED display. Inkampani inobudlelwano obuhle bebhizinisi nezinkampani ezisunguliwe, isb, i-TSMC. Kusukela ngo-2017, inkampani itshala imali kakhulu ekuthuthukiseni ubuchwepheshe be-micro-LED bokukhiqiza ngobuningi; Nokho, akubanga khona ukuthuthukiswa kwe-prototype esemthethweni emakethe yi-Apple.

Ububanzi bombiko

Kulo mbiko wocwaningo, imakethe ye-kiosk esebenzisanayo ihlukaniswe ngesisekelo sohlelo lokusebenza, ukulungiswa kanye nokukhanya, usayizi wephaneli, mpo, kanye nendawo.

Micro-LED market by Application

• Khombisa
  • I-Smartwatch
  • Idivayisi ye-Near-to-Eye (NTE).
  • Umabonakude
  • I-Smartphone kanye ne-Tablet
  • I-Head-up Display (HUD)
  • I-Laptop kanye ne-Monitor
  • Digital Signage
• Ukukhanyisa
  • Ukukhanyisa Okujwayelekile
  • Ukukhanyisa Kwezimoto

Imakethe ye-Micro-LED nge-Resolution and Brightness

Imakethe ye-Micro-LED ngosayizi Wephaneli

• I-Microdisplay
• Iphaneli elincane nelimaphakathi
• Iphaneli Elikhulu

Imakethe ye-Micro-LED nge-Vertical

• I-Consumer Electronics
• Ezezimoto
• Ukukhangisa (Izimpawu Zedijithali)
• I-Aerospace & Defense
• Abanye

Intuthuko Yakamuva

• NgoJanuwari 2020, abakwaSamsung Electronics bamemezele ukuthi bazokwethula ama-TV amasha e-modular micro-LED emakethe yabathengi ngosayizi abahlukene—75″, 88″, 93″, 110″, 146″, 150″, 219″, kanye no-292″. .
• NgoFebhuwari 2020, abakwaSamsung Electronics babambisana ne-Niio, inkundla yobuciko bemidiya ye-premium. Inhloso yobambiswano ukwethula umncintiswano wobuciko obonakalayo ovulekile ukuze kuthuthukiswe izibonisi ze-Samsung ze-micro-LED.
• Ngo-Okthoba 2019, i-Apple yamemezela ukwakhiwa kwesikhungo esisha sokuthuthukisa ubuchwepheshe be-micro-LED bemikhiqizo ye-Apple ngokubambisana ne-supply chain e-Taiwan; itholakala eduze kwesitshalo se-Apple's Taoyuan.