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2020/09/28
Yearly Mini LED backlight TV shipment is projected to reach 44 million units for 2021, a 2% penetration rate in the overall TV market, as brands begin integrating Mini LED backlights into their TVs and continue to improve technologies as well as optimize costs, according to TrendForce’s latest investigations While Apple is set to release IT products featuring Mini LED backlights, Korea-based Samsung and LG will both debut their own Mini LED backlight TVs in 2021 In particular, as part of its effort to deploy Mini LED backlight across its product mix, Samsung is targeting a yearly shipment of more than two million Mini LED TVs next year in anticipation of high market demand
Samsung challenges OLED TVs with its Mini LED backlight-equipped QLED offerings
At the moment, TV brands are focusing on 4K resolution and OLED displays as the primary selling points in their high-end product strategies However, Samsung is hoping to increase the market share of its QLED TVs, which are much more cost-competitive than OLED TVs, via the integration of Mini LED backlights, which can significantly raise the level of contrast and image detail through multiple dimming zones in addition to its WCG (wide color gamut) capabilities
TrendForce indicates that Samsung’s lineup of Mini LED backlight TVs in 2021 will include 55-inch, 65-inch, 75-inch, and 85-inch display sizes, 4K resolution, and multiple Mini LED local dimming zones, which produce contrast ratios of 1,000,000:1, a significant improvement over the current market mainstream of 10,000:1 Since such high contrast ratios are only possible if the display backlight contains at least 100 local dimming zones, the corresponding number of Mini LED chips used for backlighting will skyrocket as well, with between 8,000 to 30,000 Mini LED chips used for each TV By combining high-resolution display panels and multiple local dimming zones, Samsung’s Mini LED TVs deliver a superior visual experience for the end-user
The upcoming release of Samsung’s Mini LED TVs will inject considerable momentum into the LED supply chain
Samsung’s new Mini LED backlight TVs are expected to feature HV LED chips as their light source Thanks to their Mini LED backlights, these TVs deliver improved display performances via HDR and WCG functionalities Samsung’s adoption of HV LED chips requires an extremely large-scale, fast, and stringent testing and sorting process for LED chips according to chip wavelengths and specs, and related companies such as San’an Optoelectronics, Epistar/Lextar, FitTech, Saultech, Apex, and Macroblock have all moved to participate in Samsung’s Mini LED supply chain TrendForce believes that, although most of the above companies are still currently in the sampling stage without any finalized contracts, competition in the LED supply chain will likely intensify once again
2020/05/06
According to the latest report by the LEDinside research division of TrendForce, titled 2020 Mini LED Next-Generation Display Technology and Supply Chain Analysis, as Apple pushes forward the development of Mini LED backlight technology, the company is expected to incorporate Mini LED backlight technology to improve the performance its existing products such as the iPad and Pro Display The application of Mini LED backlight technology is expected to reach 18% penetration rate in the overall market for IT products in 2025
TrendForce Assistant Research Manager Max Chen indicates that LED companies are currently in the process of CAPEX expansion For instance, the Mini LED chip production capacity in the Taiwanese market is expected to reach more than 10 billion chips per month by the end of the year The massive expansion of the LED industry has also stimulated a corresponding surge in the peripherals market, which benefits both existing and newly developed LED process equipment
The Taiwanese Mini LED supply chain can be examined in terms of three segments: LED light source, equipment/process, and components With regards to the LED light source segment, LED chip suppliers include Epistar, Lextar, and EPILEDS Some LED package suppliers, such as Everlight, Harvatek, and AOT, are aiming to enter the Mini LED backlight market by leveraging their existing die bonding production lines or providing Mini LED packages
With regards to the equipment and process segment, due to the high variance in specifications such as wavelength and other electrical characteristics in LED epitaxy production, suppliers must rely on extensive testing and sorting processes to ensure that the LED chips produced have a high degree of consistency In addition, given the sharply rising demand for Mini LED chips, suppliers’ testing and sorting capacities have become critically important At the moment, the primary Taiwan-based suppliers of testing and sorting equipment are FitTech, Saultech, and YTEC In particular, FitTech has built a reputation of producing highly accurate equipment, in turn attracting OEM orders from Mini LED chip suppliers FitTech occupies more than 80% share in the Mini LED testing and sorting market in Taiwan As well, since the Mini LED die bonding process requires equipment with high speed and high accuracy, surface-mount technology solutions provider TSMT has procured high-speed die attach equipment from Kulicke & Soffa in response to large-scale, high-spec OEM orders from Apple
With regards to the LED component segment, representative backplane suppliers include Uniflex and Unimicron, while light source driver IC suppliers include Parade, Novatek, and Macroblock The primary light source module houses are Radiant and Qisda Although these components have existed since the traditional LED backlight era, the rise of Mini LED backlight technology means clients are placing a higher demand on both component cost and technical specifications, in turn creating new challenges and opportunities in the LED component market
Nonetheless, the current worldwide pandemic situation means future developments in the market for end devices remain highly uncertain Brands are therefore looking to increase their R&D spending to improve their product specifications, in turn incentivizing the public’s willingness to purchase At the same time, brands’ R&D efforts may also prompt midstream and upstream vendors in the Mini LED supply chain to upgrade their current technology and seek continual technical breakthroughs in order to meet the brands’ demand for new product developments
2019/05/08
According to the newest 2019 Mini LED and HDR High-End Display Market Report by LEDinside , a division of TrendForce , after 3 years of mini LED backlight technology development, mini LEDs will finally make an official appearance on displays in 2019 and compete directly with OLEDs Apple, with eyes set on the advantages of mini LED technology for a while, is also eager to strike collaborations with suppliers in Taiwan and Japan to introduce this technology into desktop displays, notebooks and tablets
TrendForce explains that, in comparing the two, Mini LEDs possess a local dimming function with a contrast effect similar to that of OLED displays On some product lines, costs for mini LED backlit displays may even be lower than their OLED counterparts For traditional LCD panel manufacturers, this translates into an opportunity to re-upgrade product specs and a chance to compete with OLED technology
“Costs ” to Become the Key to Backlit Mini LED Mass Production Feasibility
Since mini LED backlight technology only differs from traditional ones in its greater usage of mini LED chips, panel manufacturers only have to redesign driver ICs, select substrates and reinvest in a few equipment, such as those used in surface-mounting and equipment inspection The availability of existing panel production lines for use allow panel manufacturers to undergo a painless, hassle-free upgrade
In contrast, the increased usage of LEDs will certainly raise costs for traditional LCD panels Finding a way to lower costs and narrow the gap between mini LED backlit display and traditional LCD costs will be the key to mini LED backlight prevalence
From a supply chain standpoint, Taiwan panel manufacturers are lagging behind in OLED panel production capacity, and are thus the most motivated to develop mini LED backlight technology solutions AUO and Innolux joined hands with their respective LED subsidiaries in development: AUO with Lextar, and Innolux with AOT, Epileds and other companies as main collaborators Through these partnerships, they hope to keep intact the competitive edge their LCD products previously possessed Furthermore, Taiwanese LED giant Epistar, who focuses on advanced displays and backlight applications, is providing products custom made for customers and also possesses the ability to modify its own facilities
China's vendors have also been actively developing micro LED and mini LED technologies Sanan, for example, has established the first epitaxial wafer and chip production lines for micro LEDs in 1Q19, and has already finished developing a micro LED product that uses 20-micrometer chips Sanan has joined forces with Samsung, becoming Samsung's go-to supplier for mini LEDs Chinese panel supplier BOE has also declared news of forming a joint venture with American company Rohinni for the purpose of producing micro and mini LEDs solutions for display backlight sources; their main aim is to ramp up transfer speed, precision and yield of LEDs to substrates and create cost-competitive products
