"Light, create value" -- review of OSRAM Innovation Forum ShenZhen Railway Station speech

In May 18, 2018, OSRAM Opto Semiconductors innovation forum and exhibition will be held at the Grand Hyatt Shenzhen Hotel (ShenZhen Railway Station).

The "main forum + Forum" mode this year's event, on OSRAM Opto Semiconductors business strategy and planning for the future and the future development trend is to focus on global LED industry, organized by "smart city lights", "breakthrough driving world" and "the future of consumer entertainment" as the theme of the three fields forum.

In "the future of entertainment forum, research associate LEDinside TrendForce set its storage in state Advisory published a report entitled" light "speech to create value. This paper arranges the main contents of his speech, in order to satisfy the readers can visit the site.

The LEDinside Research Associate in storage

The traditional LED application of slow growth, LED combined with other functions can create value

As everyone knows, consumer electronics is a very large a market, such as tablet computer a year shipments reached more than 100000000 units a year, TV shipments of more than 200000000 units, intelligent mobile phone shipments of about one billion and five hundred million a year. Such a big market for LED, how to embrace is a topic worthy of the LED industry can focus on the future.

Over the past few years, with the continuous improvement of the efficiency of LED, the application level is more and more widely, from the previous application to the backlight indicator to the lighting field, the permeability has been a very large increase. However, as can be seen from the figure, in the next few years, LED for simple growth of traditional application of the light source has been weak, the added value of LED in the future gradually decline.

So, LED is really no future? In fact, not all. In a lot of information application, LED still has a very strong growth space, for example, LED can be combined with some sensing functions, such as iris identification, or AR, VR or UV ranging function, sterilization, or the future of Mini&Micro LED.

Optical sensing market is huge, wide application field

According to LEDinside data show that in 2017 the global sensor market size of about $45 billion, about 2023 to grow to $60 billion, and the optical sensing part of the output value in 2017 at around $1 billion 500 million, to reach $3 billion by 2023, in all sense in the field of application is a category of strong growth.

Application of optical sensing is very wide, can be divided into five categories: Consumer Electronics (such as biological identification, AR/VR), industrial (automatic control), vehicle (autopilot), medical (non intrusive optical sensing) and home (smart home and lighting applications). In these areas, LED has played an important role.

About LED in the field of display prospects, Micro LED future development potential

According to LEDinside data show that the size of the global display market has reached qianyiji, LED in commercial display has accounted for more than half, and in the consumer electronics accounted for more.

In the business field of LED display, with the improvement of technology, small space has become a very popular application in some commercial space and occasions, small spacing display current about P0.6 can be achieved, the smaller the distance between the chip, is bound to have a smaller, more stringent requirements of the packaging process; in addition, Samsung this year in Switzerland Anne Is the world's first 3D Cinema LED screen, is also worthy of concern in the industry. Therefore, the specification of LED is with the application of in-depth and change at any time, chip size is getting smaller and smaller, more and more high resolution display.

In the consumer electronics field, LED is mainly used as a backlight, with the penetration of OLED has been improved, more and more manufacturers love Mini LED scheme, do more differentiated and OLED compete. Is expected in the second half of this year, to about 2020, three years, Mini LED permeability in many products will gradually increase, this is the foreseeable future.

Of course, Micro LED is the future direction of display. At present, the self luminous display, OLED competitiveness is very strong, especially in the high-end products. The future, Micro LED will compete with OLED, depends on the breakthrough of technology, especially the massive transfer of technology. The infinite potential for future development Micro LED, can be made around Micro LED, transparent display, and additional sensors.

Light, can create value. How to create value, to create what kind of value are LED industry need to constantly think about. (text: LEDinside James)

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