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LEDinside: Understanding Activities of the Key Technology Suppliers Is Crucial in Following the Development of the Micro LED Industry

2020-04-07 14: 49

LEDinside, a division of the global market intelligence firm TrendForce, says that significant progress in the evolution of Micro LED technologies during the recent period has attracted the interest of many supply chain actors. Companies that are now pursuing Micro LED include material and equipment providers in the upstream, component suppliers in the mid-stream, and brand vendors of whole devices in the downstream. In trying to gain a foothold in this field, they are disrupting the traditional ecosystem of the electronics sector and contributing to the formation of a new industry chain. For instance, advances in the shrinking of LED chips are also spurring advances in the mass transfer and inspection process—a section of Micro LED production that has drawn in many new startups. An in-depth understanding of the Micro LED industry chain as well as the related technologies can be obtained through LEDinside’s latest report, LEDinside 2020 Micro LED Next-Generation Display Technology and Supply Chain Analysis.


According to LEDinside’s research, the amount of epi-wafers used in manufacturing a Micro LED display panel depends on the specified resolution. Compared with other display applications, TVs and large-size displays offer much higher resolutions and thus require an enormous amount of LED chips to compose the self-emissive pixels. This means that the number of epi-wafers consumed for TVs and large-size displays will be much greater than for other applications as well. LEDinside forecasts that the total annual demand for Micro LED epi-wafers (4-inch equivalents) from TVs for 2024 will reach approximately 1 million pieces. The total annual demand from IT displays for the same year will come to around the same figure.

The pace of development progress varies in each application segment of the Micro LED market, though technological advances on the whole have significantly expanded the scope of potential applications from small to large display sizes. Possibilities include small HMDs, wearable displays, AR/VR devices, mid-size displays for laptops, monitors, automotive displays, TVs, and large-size display systems (that can scale up to the dimension of a “Digital display”). LEDinside believes that among applications, the growth potential is especially the strongest for large-size displays because Samsung has been investing substantial resources into developing this kind of products. As a segment within the wider Micro LED market, the market for large-size Micro LED displays is projected to grow to more than US$2 billion in total annual value by 2024.

 

LEDinside provides a detailed examination of companies with key technologies in the field of Micro LED

Apple has established itself in Taiwan as part of its strategy to build up the capability to develop Micro LED. Situated in Taiwan’s municipal district of Taoyuan, Apple’s Micro LED Longtan Fab is near local actors in the upstream and downstream of the supply chain. Notable examples include foundry service provider TSMC and panel manufacturer AUO. Hence, Apple has significant advantages in terms of resources and efficiency when it comes to R&D. The Taoyuan base is currently small in scale and primarily purposed for trial production of small-size Micro LED displays. Whether the base will expand and engage in volume production depends on Apple’s progress and decision.

Samsung unveiled the world’s first modular Micro LED TV known as “The Wall” at CES 2018. Reaching 146 inches in size, The Wall features an extremely high level of definition and aims to surpass the limits with regard to size, resolution, and form. In following up, Samsung proceeded to introduce a 219-inch and a 292-inch modular Micro LED display at the 2019 and 2020 editions of CES respectively. These two products, which adopt the passive matrix driver and allow for interconnection between modules, are a major step forward in the development of solutions capable of both scaling up and achieving a high resolution. The Wall series is expected to target the market segment for large-size displays.

At the same time, Samsung has also built Micro LED displays that adopt the active matrix driver. Samsung first introduced a 75-inch Micro LED TV with active matrix at CES 2019. The product was the first of “The Window” series of Micro LED displays that are based on the active matrix backplane. The latest and larger model under The Window series (i.e., 88 inches in size) was presented at CES 2020. In addition to striving to become the leader in large-size Micro LED displays, Samsung is preparing to capture the market segment for indoor Micro LED displays under 100 inches as well.



Released in February this year, LEDinside 2020 Micro LED Next-Generation Display Technology and Supply Chain Analysis provides a comprehensive look at the emergence of this new industry chain. For details on how to obtain this report, please contact us by email or phone. Thank you.

 

2020 Micro LED Next-Generation Display Technology and Supply Chain Analysis
Release Date: February 29, 2020
Format: PDF
Language: Traditional Chinese / English
Pages: 140
Quarterly Update: Micro / Mini LED Market Perspective Analysis - Vendor Dynamics, New Technology Import (March, June, September 2020; Approx. 10-15 pages/quarter)

Chapter 1 Micro LED Definition and Market Size Analysis
- Micro LED Product Definition
- 2019-2024 Micro LED Output Value Analysis and Forecast
- 2019-2024 Micro LED Output Analysis and Forecast
- 2019-2024 Micro LED Display Penetration Forecast

Chapter 2 Micro LED Application Products and Technology Development Trend
- Micro LED Application Products--Cost Analysis of Head-Mounted Devices
- Micro LED Application Products—Long-Term Cost Forecast of Head-Mounted Devices
- Micro LED Application Products—Head-Mounted Devices Shipment and Competitiveness Analysis
- Micro LED Application Products—Wearable Devices Cost Analysis
- Micro LED Application Products—Long-Term Cost Forecast of Wearable Devices
- Micro LED Application Products—Wearable Devices Shipment and Competitiveness Analysis
- Micro LED Application Products—Handheld Devices Cost Analysis
- Micro LED Application Products—Long-Term Cost Forecast of Handheld Devices
- Micro LED Application Products—Handheld Devices Shipment and Competitiveness Analysis
- Micro LED Application Products—IT Display Devices Cost Analysis
- Micro LED Application Products—Long-Term Cost Forecast of IT Display
- Micro LED Application Products—IT Devices Shipment and Competitiveness Analysis
- Micro LED Application Products—Automotive Display Devices Cost Analysis
- Micro LED Application Products—Long-Term Cost Forecast of Automotive Display
- Micro LED Application Products—Automotive Devices Shipment and Competitiveness Analysis
- Micro LED Application Products—TV Display Devices Cost Analysis
- Micro LED Application Products—Long-Term Cost Forecast of TV Display
- Micro LED Application Products—TV Shipment and Competitiveness Analysis
- Micro LED Application Products—Digital Display Devices Cost Analysis
- Micro LED Application Products—Long-Term Cost Forecast of Digital Display
- Micro LED Application Products—Digital Display Shipment and Competitiveness Analysis

Chapter 3 2020 Micro LED Key Technologies Analysis
- Micro LED Key Technical Bottleneck
- Micro LED Technical Bottleneck and Solution Overview—Manufacturing Process
- Micro LED Technical Bottleneck and Solution Overview—LED Epitaxy and Chip Manufacturing Process
- Micro LED Technical Bottleneck and Solution Overview—Transfer Technology/Bonding Technology/Driving and Backplane Technology

Chapter 4 Epitaxy and Chip Technology Bottleneck and Supply Chain Analysis

- Instruction of Micro LED Epitaxy and Chip Technology Process
- Micro LED Epitaxy Technology Overview
- Micro LED Epitaxy Technical Bottleneck Analysis
- Micro LED Epitaxy Technology Supply Chain Analysis
- Analysis on Manufacturers with Micro LED Epitaxy Key Technology—Equipment Manufacturers—Veeco
- Analysis on Manufacturers with Micro LED Epitaxy Key Technology—Equipment Manufacturers—Aixtron
- Analysis on Manufacturers with Micro LED Epitaxy Key Technology—Equipment Manufacturers—Amec
- Micro LED Chip Technologies Overview
- Micro LED Chip Technical Bottleneck Analysis
- Micro LED Chip Technology Supply Chain Analysis
- Analysis on Manufacturers with Micro LED Epitaxy Key Technology—Chip manufacturers—Epistar
- Analysis on Manufacturers with Micro LED Epitaxy Key Technology—Chip manufacturers—Lextar
- Analysis on Manufacturers with Micro LED Epitaxy Key Technology—Chip manufacturers—San’an Optoelectronics

Chapter 5 Mass Transfer and Bonding Technical Bottleneck and Supply Chain Analysis
- Micro LED Mass Transfer and Bonding Technologies Process Instruction
- Micro LED Mass Transfer Technology Overview
- Micro LED Mass Transfer Technical Bottleneck Analysis
- Micro LED Mass Transfer Supply Chain Analysis
- Analysis on Manufacturers with Key Technology of Micro LED Mass Transfer—Toray
- Analysis on Manufacturers with Key Technology of Micro LED Mass Transfer—ASM
- Analysis on Manufacturers with Key Technology of Micro LED Mass Transfer—X-Celeprint
- Analysis on Manufacturers with Key Technology of Micro LED Mass Transfer—eLux
- Analysis on Manufacturers with Key Technology of Micro LED Mass Transfer—Uniqarta
- Analysis on Manufacturers with Key Technology of Micro LED Mass Transfer—OPTOVATE
- Analysis on Manufacturers with Key Technology of Micro LED Mass Transfer—KIMM
- Micro LED Bonding Technology Overview
- Micro LED Bonding Technical Bottleneck Analysis
- Micro LED Bonding Supply Chain Analysis
- Analysis on Manufacturers with Key Bonding Technology of Micro LED—Indium
- Analysis on Manufacturers with Key Bonding Technology of Micro LED—SMIC
- Analysis on Manufacturers with Key Bonding Technology of Micro LED— SEKISUI
- Analysis on Manufacturers with Key Bonding Technology of Micro LED—Leti

Chapter 6 Detection and Repairing Technical Bottleneck and Supply Chain Analysis
- Micro LED Detection and Repairing Process Instruction
- Micro LED Detection Technologies Overview
- Micro LED Detection Technical Bottleneck Analysis
- Micro LED Detection Equipment Supply Chain Analysis
- Analysis on Manufacturers with Key Detection Technology of Micro LED—Equipment Manufacturer—KLA
- Analysis on Manufacturers with Key Detection Technology of Micro LED—Equipment Manufacturer—Toray
- Analysis on Manufacturers with Key Detection Technology of Micro LED—Equipment Manufacturer—KONICA MINOLTA
- Analysis on Manufacturers with Key Detection Technology of Micro LED—Equipment Manufacturer—TOPCON
- Micro LED Repairing Technology Overview
- Micro LED Repairing Technical Bottleneck Analysis
- Analysis on Manufacturers with Key Repairing Technology of Micro LED—Equipment Manufacturer—Toray

Chapter 7 Full Color Technical Bottleneck and Supply Chain Analysis
- Micro LED Full Color Technical Process Instruction
- Micro LED Full Color Technologies Overview
- Micro LED Full Color Technical Bottleneck Analysis
- Micro LED Full Color Supply Chain Analysis
- Analysis on Manufacturers with Key Full Color Technology of Micro LED—Material Manufacturer—NANOSYS

Chapter 8 Backplane and Drive Technical Bottleneck and Supply Chain Analysis
- Micro LED Backplane and Driving Technical Process Instruction
- Micro LED Backplane Technology Overview
- Micro LED Backplane Technical Bottleneck Analysis
- Micro LED Backplane Technology Supply Chain Analysis
- Analysis on Manufacturers with Key Backplane Technology of Micro LED—AUO
- Analysis on Manufacturers with Key Backplane Technology of Micro LED— CSOT
- Analysis on Manufacturers with Key Backplane Technology of Micro LED—Tianma
- Analysis on Manufacturers with Key Backplane Technology of Micro LED— Kyocera
- Analysis on Manufacturers with Key Backplane Technology of Micro LED— Plessey
- Micro LED Driving Technology Overview
- Analysis on Challenges of Micro LED Driving Technology
- Analysis on Micro LED Driving Scheme Providers
- Analysis on Manufacturers with Key driving Technology of Micro LED—Macroblock
- Analysis on Manufacturers with Key driving Technology of Micro LED—Chipone

Chapter 9 Analysis on Micro LED Development and Supply Chain Competition by Region
- Analysis on the worldwide Micro LED supply chain
- Analysis on Micro LED development by region- Taiwan
- Analysis on product strategy and development of regional companies- the strategic partnership of Epistar & Leyard
- Analysis on product strategy and development of regional companies- the strategic partnership of PlayNitride and RIT Display
- Analysis on product strategy and development of regional companies- Foxconn
- Analysis on product strategy and development of regional companies- AU Optronics
- Analysis on Micro LED development by region- China
- Analysis on Product Strategy and Development of Regional Companies- Reward Policies from the Chinese Government
- Analysis on Product Strategy and Development of Regional Companies- the Micro LED Projects of San’an Optoelectronics
- Analysis on Product Strategy and Development of Regional Companies- the Strategic Partnership of Konka and Chongqing Liangshan Industrial Investment
- Analysis on Product Strategy and Development of Regional Companies- the Strategic Partnership of Konka and LianTronics
- Analysis on Product Strategy and Development of Regional Companies- the Strategic Partnership of BOE and Rohinni
- Analysis on Micro LED development by region- Japan & Korea
- Analysis on Product Strategy and Development of Regional Companies- Samsung in Close Collaboration with Partners in Japan and Taiwan
- Analysis on Product Strategy and Development of Regional Companies- the Strategic Partnership of Seoul Semiconductors and Visosys
- Analysis on Product Strategy and Development of Regional Companies- the Collaboration of JDI & glo
- Analysis on Product Strategy and Development of Regional Companies- the Collaboration of Kyocera & glo
- Analysis on Product Strategy and Development of Regional Companies- EU and US companies
- Analysis on Product Strategy and Development of Regional Companies- Plessey Focuses on Developing AR Applications
- Analysis on Product Strategy and Development of Regional Companies- OSRAM Focuses on Transparent Displays for Automotive Applications

Chapter 10 Analysis on Micro LED development of key players
- The Lowdown Of Micro LED Development By Brand- Apple
- APPLE Product Display Technology List
- APPLE's Micro LED Camp
- The Lowdown Of Micro LED Development By Brand- Samsung
- Samsung Product Display Technology List
- Samsung's Micro LED Camp
- The Lowdown Of Micro LED Development By Brand- LG
- LG Product Display Technology List
- LG's Micro LED Camp
- The Lowdown Of Micro LED Development By Brand- Sony
- SONY Product Display Technology List
- SONY's Micro LED Camp

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