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Press Releases
Locked Onto Home Theater and High-End Commercial Display Markets, Revenue of Micro LED Large-sized Display Chips Will Reach US$4.5 Billion in 2026, Says TrendForce



Micro LED large-sized displays will move towards the home theater and high-end commercial display markets and the revenue of Micro LED large-sized display chips is estimated to reach US$54 million in 2022, according to TrendForce’s latest research By 2026, revenue is expected to grow to US$45 billion with a compound annual growth rate of 204% In addition, technical obstacles will be conquered one by one over time The development of Micro LED large-sized displays will peak from 2026 to 2030 and the one year revenue of Micro LED chips has the opportunity to reach tens of billions of dollars In recent years, major global brands in various regions have released Micro/Mini LED self-emissive large-sized display products Samsung, the world’s leading TV manufacturer, released a 146-inch TV, "The Wall," in 2018 and continues to release 75-inch, 89-inch, 101-inch, 110-inch, 219-inch, and 292-inch large tiled wall displays at CES every year Due to the evolution of different application scenarios and technologies, the future development trend of Micro LED large-sized displays will be in home theaters, corporate headquarters, and boutique stores Commercial indoor and outdoor large-sized displays are mainly based on Mini LED self-emissive large-sized displays In order to satisfy the requirements of close indoor viewing, Micro LED large-sized displays require a theater-level experience, seamless tiled display splicing, pursuit of zero borders, thin design, and competitive pricing Thus, active matrix (AM) would be the first choice for display design TrendForce states, current Micro LED large-sized displays still face the dual challenges of technology and cost including Micro LED chip cost, and the three key technologies of backplane technology, driving technology, and the mass transfer process In terms of Micro LED chip cost, due to the enormous number of chips used and the need for consistent wavelength uniformity to achieve perfect display quality, the clean room level requirements for epitaxial and chip processes, control of process conditions, and inspection and maintenance during processes are very strict, greatly increasing relative process defect rate and overall cost In terms of mass transfer, the current mass transfer technologies used in Micro LED large-sized displays include pick-and-place technology and laser transfer technology, each with its own advantages and disadvantages TrendForce believes that, although current Micro LED mass transfer technology is still in the product development and adjustment stage, there have been no real quantitative achievements However, in terms of pick-and-place mass transfer equipment capacity, using 10cm2 transfer stamps to transfer 34*58µm Micro LED chips, production capacity (UPH; Unit per Hour) is approximately 7 million units If the laser mask opening of laser mass transfer technology is 8 square millimeters, production capacity is approximately 12 million units No matter which kind of transfer technology, the mass transfer capacity of Micro LED large-sized displays needs to reach at least a 20 million unit level of efficiency and 99999% yield in the future to meet the conditions for mass commercialization Active matrix design will abet the development of Micro LED technology In terms of backplane and drive technology, passive matrix (PM) drive design is based on a PCB backplane with a passive drive circuit structure, using MOSFET as the current switching element Therefore, overall structure is more complex and requires a wider placement area for circuit components In addition, when dot pitch is reduced to less than P0625, the PCB backplane will encounter the challenges of line width and line space mass production limitations and rising cost Thus, the current technological state of the passive matrix (PM) drive design is more suited to large-sized display applications utilizing dot pitches greater than P0625 and equipped with a Mini LED However, for consumer Micro LED TVs employing a dot pitch less than P0625, active matrix (AM) drive design will become the new direction of display design Since a TFT glass backplane with LTPS switching technology is considered mature technology by panel manufacturers, it is necessary to adjust certain portions of the manufacturing process and parameters to precisely control and drive Micro LED current In addition, in order to achieve seamless tiled display splicing technology, glass metallization and side wire electrode glass will become further technical challenges As resolution moves higher and the dot pitch is reduced, the front circuit of TFT glass must be guided to the back along the side or by using through-holes At this time, glass metallization technology becomes key Since current glass metallization technology is still afflicted with technical bottlenecks resulting in high cost due to low yield, when these bottlenecks are resolved with future technology, the launch of mass production glass metallization will become the advantage of active matrix backplanes Future active matrix (AM) drive design with Micro LED chips and seamless splicing technology have the opportunity to become the mainstream technology of Micro LED TV development and the key to unlocking a new wave of Micro LED large-sized display cost optimization For more information on reports and market data from TrendForce’s Department of Optoelectronics Research, please click here, or email Ms Grace Li from the Sales Department at graceli@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
Annual Revenue of Micro LED Chips for TVs Expected to Reach US3.4 Billion in 2025 in Spite of Ongoing Challenges with Cost and Technology, Says TrendForce



Annual revenue of Micro LED chips for TV is expected to reach US$34 billion in 2025 at a 250% CAGR across the 2021-2025 period, according to TrendForce’s latest report titled 2021 Mini / Micro LED Self-Emissive Display Trends and Analysis on Suppliers’ Strategies This growth can mostly attributed to the early planning by display manufacturers to adopt Micro LED technology for large-sized displays; although the prohibitive cost of this technology is unlikely to be overcome in the short run, TrendForce still forecasts the aforementioned revenue in light of several factors: First, Micro LED technology enables the production of gapless, large-sized modular displays; second, displays featuring Micro LED technology are able to meet the standards of cinema-grade displays or high-end TVs; finally, Korean TV brands have been aggressively investing in Micro LED TV development After TV market leader Samsung released its 146-inch TV wall, aptly named “The Wall”, in 2018, the company has continued to announce large-sized modular video walls and Micro LED TVs (which come in such sizes as 75-inch, 110-inch, 219-inch, and 292-inch) at each subsequent CES TrendForce indicates that, prior to the widespread commercialization of Micro LED TVs, TV manufacturers will continue to face challenges in terms of both technological barriers and costs In particular, breakthroughs in three areas remain the most noteworthy: Micro LED chips, backplanes/drivers, and mass transfer With regards to cost, Micro LED chips comprise the highest share of Micro LED TV manufacturing costs, and their persistently high prices can be attributed to three factors The first of these factors is the enormous number of chips used in TV manufacturing For instance, a 4K resolution TV requires 2488 million Micro LED chips Second of all, due to the diminutive size of Micro LED chips, their manufacturing process involves extremely stringent requirements regarding wavelength uniformity and clean room particle count Finally, as Micro LED chips are smaller than 75μm­, the current PL (photoluminescence) technologies are unable to fully detect defects in Micro LED chips, in turn increasing the difficulties in the mass transfer process of chips to backplanes With regards to backplane and driver technology, PCB backplanes paired with passive matrix (PM) are a relatively mature solution that has become the predominant choice for P > 0625mm pixel pitch displays However, for Micro LED TVs, which are relatively smaller in size but maintain the same resolution, once their pixel pitch shrinks below 0625mm, challenges begin to arise with PCB backplane development, such as line width and line space, both of which can pose limits on mass production and increase manufacturing costs Conversely, TFT glass backplanes paired with LTPS arrays are able to accurately control and drive the electrical circuits in Micro LED displays This type of active matrix (AM)-equipped backplanes is therefore expected to become the mainstream technology of Micro LED TVs going forward Another technological challenge in backplane development is glass metallization As displays approach increasingly high resolutions, they require correspondingly smaller gaps between modules Now that traditional COF (chip on film) designs are no longer viable, manufacturers are instead routing the wirings on the surface of the TFT glass either from the side or through TGV (through glass via) processes In order to achieve this routing, manufacturers need to make use of glass metallization technology However, as many technological bottlenecks still remain with regards to glass metallization, such as low yield rate and high cost, manufacturers must work to overcome these barriers as the industry moves forward In terms of manufacturing process, the main hurdles in Micro LED development are twofold: mass transfer and testing/repairing The 2488 million Micro LED chips used in each Micro LED TV pose an enormous demand in terms of mass transfer yield rate, manufacturing time, and testing/repairing processes At the moment, the industry’s predominant mass transfer technologies consist of pick and place, laser transfer, fluidic assembly, magnetic mass transfer, roll-based transfer, and wafer bonding The adoption of each respective mass transfer technology depends on the resolution of the display products as well as the size of Micro LED chips to be transferred, and each of these technologies comes with its own impact on production capacity, yield rate, and manufacturing equipment costs That is why Micro LED production lines involve such a high degree of complexity TrendForce believes that the mass transfer process in Micro LED TV manufacturing needs to reach a rate of at least 20 million UPH (units per hour) and a 99999% yield for Micro LED TVs to be viable for wide commercial release For more information on reports and market data from TrendForce’s Department of Optoelectronics Research, please click here, or email Ms Grace Li from the Sales Department at graceli@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
Micro LED Chip Revenue Expected to Reach US$2.3 Billion in 2024, Primarily Used in Large-Sized Displays, Says TrendForce



Since the introduction of Sony’s large-sized modular Micro LED display in 2017, other companies, including Samsung and LG, have successively made advances in Micro LED development, in turn generating much buzz for the technology’s potential in the large-sized display market, according to TrendForce's latest investigations Emissive Micro LED TVs are expected to arrive on the market between 2021 and 2022 Even so, many technological and cost-related challenges are yet to be solved, meaning Micro LED TVs will remain ultra-high-end luxury products at least during the technology’s initial stage of commercialization TrendForce indicates that Micro LED technology will likely first enter the market in several applications, including small-sized head-mounted AR devices, wearables such as smartwatches, high-margin products such as automotive displays, and niche products such as high-end TVs and large-sized commercial displays After this initial wave of products, Micro LED technology will subsequently see gradual integration in mid-sized tablets, notebook computers, and desktop monitors as well In particular, Micro LED will see the highest potential for growth in the large-sized display market, mainly since these products have a relatively low technological barrier Micro LED chip revenue, driven primarily by TV and large-sized display integration, is expected to reach US$23 billion in 2024 Taiwanese and Korean manufacturers are working to overcome technological and cost-related roadblocks in Micro LED displays At the present stage, the vast majority of Micro LED TVs and large-sized displays features a traditional LED architecture of RGB LED chip packages paired with passive matrix (PM) drivers Not only is PM costly to implement, but it is also limited in terms of how far the pixel pitch of the display can be decreased, making Micro LED technology viable for only commercial displays currently However, various panel manufacturers and display brands have in recent years developed their own active matrix (AM) solutions, which make use of an active pixel addressing scheme and feature TFT glass backplanes Furthermore, the IC design for AM, compared to PM, is relatively simpler, meaning AM requires less physical space for routing All of these advantages make AM the more suitable solution for high-resolution Micro LED TVs Korean companies (Samsung/LG), Taiwanese companies (Innolux/AUO), and Chinese companies (Tianma/CSOT) have all currently demonstrated their respective AM display applications With regards to LED light source, Samsung has partnered with Taiwan-based PlayNitride to create a full-color Micro LED display manufactured using semi-mass transfer of RGB LED chips This process differs from the traditional method of LED display manufacturing, which utilizes RGB LED chip packaging technology instead Conversely, Taiwan-based panel manufacturers AUO and Innolux have pioneered a color rendering technology that combines blue-light LED chips with quantum dots or LED phosphors On the other hand, the cost of Micro LED displays depends on the display resolution and chip size As users demand higher resolution displays going forward, Micro LED chip consumption will also skyrocket TVs and LED displays in particular will far dwarf other applications in Micro LED chip consumption For instance, a 75-inch 4K display requires at least 24 million RGB Micro LED chips for its subpixel array Therefore, the manufacturing cost, which includes technologies such as semi-mass transfer, and material cost of Micro LED chips will remain sky-high for the time being In light of this, TrendForce believes that technological and cost-related issues will remain the greatest challenge to the market availability of Micro LED TVs and large-sized Micro LED displays As TVs trend toward large sizes and high resolutions in the future, manufacturers must confront increasing difficulties in Micro LED technologies, including mass transfer, backplanes, drivers, chips, and inspection and repair Once these technological bottlenecks have been overcome, whether the cost of Micro LED manufacturing will undergo a corresponding, rapid drop will then determine Micro LED’s viability as a mainstream display technology

Press Releases
Micro/Mini LED Revenue Projected to Reach US$4.2 Billion in 2024 as Major Brands Step Up Developmental Efforts, Says TrendForce



Next-generation Micro/Mini LED display technologies have generated a market which companies hoping to recover from the pandemic-induced global economic downturn look to for the next wave of commercial opportunities Furthermore, major brands including Samsung, Apple, Facebook, Google, LG, and Sony are also rushing to get a head start in Micro/Mini LED development, in turn galvanizing the growth of the overall supply chain Total Micro/Mini LED revenue is projected to reach upwards of US$42 billion in 2024 TrendForce’s latest investigations find that current bottlenecks in Micro LED technical development fall into six categories: epitaxy and LED chips, mass transfer, full-color emission, driver IC, backplane, and inspection/repair, whereas Mini LED development is mostly hampered by poor SMT yield rate, which drives up manufacturing costs In this light, TrendForce reveals the latest technical developments and market movements of major manufacturers though the Micro LED Forum 2020 webinar, which takes place once a year In this webinar, Roger Chu, research vice president of TrendForce’s Department of Optoelectronics Research, discusses in detail the latest trends, current technical challenges, and future outlook of Micro and Mini LED displays The discussion also covers in-depth case studies of Micro and Mini LED applications used in various consumer displays, automotive displays, and large-format commercial displays On the other hand, TrendForce analyst Max Chen analyzes the manufacturing costs of Mini LED, as well as the current state of the Mini LED supply chain According to him, “Apple’s upcoming release of products featuring Mini LED backlighting has brought about an increase in Mini LED demand and incentivized related manufacturers to expand their production capacities What’s more, with the 5-10 times growth in dimming zones of Mini LED backlights comes a considerable increase in manufacturing costs, so cost reduction is expected to become a hot topic in current supply chain discussions” This discussion outlines the various challenges involved in Mini LED commercialization while taking a forward-looking, market-first perspective In addition to topics by TrendForce analysts, the webinar features representatives from LED industry heavyweights including Oxford Instruments, HCP Technology, SiTan Technology, ALLOS, iBeam, KIMM, Veeco, VerLASE, and VueReal to share the latest breakthroughs and progress in Micro LED and Mini LED display technologies Topics covered by the industry representatives center on the latest products and technical focuses of their respective companies, including high yield and low cost manufacturing for Micro and Mini LED with die size below 10 µm, high-speed Micro LED mass transfer, new paper-thin, ultra-flexible Micro LED display technologies, and many other exciting topics [Micro LED Forum 2020 Webinar Information] Streaming Dates: Wed, July 29, 2020 – Fri, October 30, 2020 Location: Online (audio in Mandarin or English, with subtitles) Webinar Link: https://seminartrendforcecom/LEDforum/2020-pay/US/INDEX/

Press Releases
TrendForce: Mini LED Sees Potential in Backlighting and Digital Display, with the Revenue Estimated to Reach US$1 billion in 2023


LED / Display / Consumer Electronics

LEDinside, a division of TrendForce, points out that LED manufacturers have turned to research and development of Mini LED, due to Micro LED’s technological bottlenecks which make it harder to realize commercialization in short term Companies can develop Mini LED using their current equipment, with only small changes of manufacturing process Mini LED has the potential to be adopted for television, mobile phones, automotive display, digital display, etc, with revenue expected to reach US$1 billion in 2023 In particular, LED digital display and large-size TV will be the mainstream applications of Mini LED According to Simon Yang, Assistant Research Manager of LEDinside, with sizes of about 100-200μm, mini LED chips can be used for self-emitting displays and backlighting Sony has released Micro LED display in 2016, which had rather high cost and technological barrier, so LED companies now turn to research on Mini LED, which has larger chip size, for realizing mass production in shorter time Compared with traditional LED display, Mini LED display is more likely to have high dynamic range imaging and wider color gamut As for consumer electronics products, the cost of using Mini LED chips for a self-emitting display is too high, and the resolution may not meet the requirements of existing products Therefore, the companies aim to use Mini LED as backlight to replace traditional backlighting in LCD panel Mini LED backlighting can be used in TVs, mobile phones, automotive displays, etc LEDinside estimates that Mini LED backlighting demos have chance to be released in 2018 It is possible for high-end TV products to adopt Mini LED, which has advantages like high brightness and higher dynamic range imaging In terms of applications in mobile phones, Mini LED-equipped products can realize high contrast and high brightness similar to OLED products Together with local dimming, Mini LED is likely to compete with OLED in terms of performance and price Companies worldwide have been actively involved in the development of Mini LED products, including chip makers like Epistar, Lextar, San’an Optoelectronics, HC SemiTek, etc, packaging companies like Everlight, Advanced Optoelectronic Technology, Harvatek, Seoul Semiconductor, etc, IC designers like Macroblock, Raydium, etc, panel makers like AU Optronics, and Innolux Corporation, and digital display makers like Leyard, etc However, there are still challenges for the development of Mini LED The high cost is a major concern since Mini LED product uses more chips, leading to higher costs in pick and place and bonding processes, as well as longer processing time and higher risks of low yield rate In addition, Mini LED needs more optical distance, which adds to the difficulty in making the products thinner

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