Analysis of Mini LED into the backlight market opportunities

Recently OLED heat is not generally hot, especially, the expansion of the heat is wavewave. In the mainland OLED boom, everyone in the bad mouthing Taiwan panel industry, especially in the field of OLED panel, this caused Taiwan to bet on MicroLED. As the development of Micro LED MiniLED recently known as the outpost is already in the display screen and the backlight market introduction.

For the use of the backlight, have some comments online Jun.

OLED rapid rise, the whole backlight market atrophy

LED backlight has been used as one of the main applications of LED, mainly used in mobile phone display panel, LCD TV, LCD, notebook computer, tablet computer, was the largest LED application market.

But since 2010, large size shine, LED brightness upgrade, a reduction in the number of low-cost, direct import, in one fell swoop to 70% after penetration, "low effect" to further expand the large size LED backlight in 2013 reversed, output appeared cliff fall.

According to dramexchange consulting photoelectric research center (LEDinside) data show that the backlight applications have been growing engine and technology incubator LED industry in the past, the output value from 2011 to break $3 billion to peak in 2013, but after a sudden turn for the worse, from the beginning of 2014, three consecutive years of cliff fall to 2013 in 2016 compared to the evaporation value nearly half.

In addition to the original market shrinking, known as the substitute of OLED also began to frequent captured media layout, in addition to the long layout Korea outside the factory, a new generation of apple iPhone X also uses OLED, let OLED layout of war.

The OLED industry is in a stage of rapid development. According to dramexchange consulting photoelectric research center (WitsView) in the prediction of OLED equipped with the overall rate of intelligent mobile phone, from 2017 28% to 2018 33% steady growth.

Another focus is the OLED of large size TV, with Sony and other brands to join, plus the opponent quantum dot LCD TV sales weak, OLED TV in 2017 TV sales in order to gain a complete victory.

The production of second generation of quantum dot TV panel process was fastest until the second half of 2018, so the WitsView forecast, 2018 OLED TV will continue to maintain a competitive advantage, the shipments expected 2 million 400 thousand units from 1 million 500 thousand units in 2017 up to 2018.

In the face of the terminal application itself has no backlight saturation, wide sea, while the challenger OLED has been at the door especially in look at fiercely as a tiger does, large size has many high-end market facts, LED enterprises compete more application prospects of backlight really worrying.

Large size LCD line gradually increased, the cost of the Mini LED war worrying prospect

Compared with the rapid growth of OLED, the industry also learned that OLED yield is low, at the same time LCD the general trend of expansion, expected the backlight market will usher in a new growth, so online Jun is so look Mini LED backlight.

Indeed, the large size LCD panel line is increasing. It is reported that from 2012 the first BOE 8 generation line in mass production, the short span of 5 years, China, through the rest of the LCD panel plant 15~20 years, and the rapid and steady growth for the world's largest capacity region.

According to statistics, at present, there are 6 enterprises in the mainland Chinese panel 8 generation line to achieve full production capacity design, two to 8 generation line is in the process of climbing capacity, is expected in the second quarter of 2018 before the full production capacity has reached the maximum design.

By 2020, Chinese, will have 10 to 8 generation line (including the 8.5, 8.6 and 8.7 generation), the total production capacity reached 1 million 230 thousand monthly investment scale, total production capacity will far exceed Samsung and LGD monthly investment 960 thousand tablets. And it also did not consider that has been or is about to reach full production of the three to 10.5 generation line (Hefei BOE and Huaxing Power B9, Shenzhen T6 and T7), and is currently under construction in SHARP, aucan, BOE 10.5 generation line project of new capacity.

China, will have 10 5.5/6 generation OLED production line, the total monthly investment capacity reached 330 thousand. Will leap into outside Korea has the largest capacity in the area of OLED.

The rapid expansion of production capacity and since the mid 2016 panel prices began to rise, so that enterprises in the mainland of the LCD panel has very good performance in the past year, but since 2017, Q2 began to appear, sluggish demand price decline. In fact, the domestic production of large-scale expansion, especially the construction of large size panel line, are pushed panel prices decline trend.

The transfer to launch MiniLED backlight products, according to reports, by Mini LED for direct type backlight, TV panel design, can be made into local dimming, than the general side light type backlight source has better light uniformity and high contrast and brightness for more details.

Compared with the OLED panel, color rendering using LCD panel Mini LED backlight design have better, if the collocation in the existing curved glass LCD architecture, may be able to do the difference in appearance, with a stroke of OLED panel.

But the most important is the thickness of the backlight technology under direct mishap will be how to do the same with thin OLED, you need a lot of Kung fu. In addition, because the LED chip MiniLED use a large increase in the number, plus transfer process to overcome.

The direct type MiniLED backlight technology, the cost is bound to increase, if not too prominent competitive advantage, a comparison of the quantum dot film sales LCD TV will know, online Jun believes such products in the future consumer market acceptance is quite worrying.

Thin MiniLED straight luminous how much competition

MiniLED backlight