Who can lead by half in Micro LED market?

2022-10-11
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A number of TV products have been launched and their prices continue to drop. The layout of full process production lines has accelerated. Chinese enterprises have achieved mass production and delivery of large quantities of transfer equipment. Several related semiconductor enterprises have obtained considerable financing. This year's Micro LED industry chain is particularly lively, and manufacturers are running at full speed. Industry insiders predict that Micro LED can become a model industry to promote internal circulation and supply side reform. From all aspects of the industrial chain, Samsung and LG terminals in South Korea have made significant efforts. China's Liade and Lehman terminal products have entered the consumer general market. Konka and Tianma have accelerated the layout of the micro LED entire industrial chain. It remains to be seen who can lead the race. Samsung's latest MicroLED TV products, many TV products, have been launched and their prices continue to drop. The layout of the full process production line has accelerated. Chinese enterprises have achieved mass production and delivery of large quantities of transfer equipment, and several related semiconductor enterprises have obtained considerable financing. This year's micro LED industry chain is particularly hot, and manufacturers are running at full speed. Industry insiders predict that Micro LED can become a model industry to promote internal circulation and supply side reform. From all aspects of the industrial chain, Samsung and LG terminals in South Korea have made significant efforts. China's Liade and Lehman terminal products have entered the consumer general market. Konka and Tianma have accelerated the layout of the micro LED entire industrial chain. It remains to be seen who can lead the race. Micro LED TV price is "half". Micro LED is recognized as the next generation display technology because its performance indicators are superior to current display technology, and it can be innovatively applied to many scenes such as vehicle mounted display, AR/VR near eye display, etc. As early as 2018, Samsung launched the world's first super large micro LED TV The WALL, raising the expectations of the outside world for micro LED consumer TV. However, due to technical and cost problems, Micro LED TV products began to be introduced frequently until this year, and the price also became loose. Samsung has always been ahead in the field of Micro LED TVs. The previous Micro LED TVs were all more than 100 inches and priced at more than 1 million yuan. The price of the latest 89 inch and 110 inch Micro LED TVs released in August this year was 749999 yuan and 1049999 yuan, respectively, and finally dropped below one million yuan. According to Samsung Electronics, the most important change of the new Micro LED TV is to use a new manufacturing process. In the past, Micro LED chips needed to be installed one by one on the PCB circuit board. Each chip had to be positioned and installed. The manufacturing process was very cumbersome, so it was difficult to reduce the cost. However, the new Micro LED TV can be manufactured more efficiently by installing multiple chips on TFT circuit at one time through harness laser. In South Korea, the application of MicroLED technology in TV is mainly promoted by Samsung, and LG also started to make efforts this year. LG announced at CES 2022 that it will produce the first large size Micro LThe brand jointly promotes the 100 inch Micro LED TV to enter a new market node. Qiu Yubin, senior vice general manager of TrendForce Jibang Science and Technology Research Department, told reporters that Micro LED large display will move towards the home theater level and high-level commercial exhibition market, and the development of Micro LED large display will enter the peak period from 2026 to 2030. "Multi point breakthrough" in the whole industry chain "The cost of Micro LED this year has dropped by 50% compared with last year". TrendForce Jibang Technology pointed out to reporters the most critical element for the development of Micro LED this year - cost optimization. Micro LED technology is moving from commercial applications to broader consumer applications step by step. There is no doubt that this is the result of the concerted efforts of the entire LED industry chain in the past few years. Micro LED will continue to face the challenges of technology and cost, among which technological breakthroughs in chip, backplane and driver technology and massive transfer are the most noteworthy. Due to the large number of chips used in Micro LED, consistent wavelength uniformity is required to perfect the display image, and the requirements for the level of clean room in the chip manufacturing process, the control of process conditions, and the detection and maintenance in the manufacturing process are extremely strict, so the defective rate of the manufacturing process and the overall cost are also increased. Fortunately, at present, China's Micro LED chips have made many breakthroughs. On July 25, Liad Group and Cyrus Semiconductor jointly completed the development and testing of the display screen prepared by NPQD (quantum dot chip integration technology using nano pore structure) R1 Micro LED chip, and officially introduced it into mass production. This is the industry's first display screen using quantum dot Micro LED chip, which will comprehensively accelerate the commercialization process of Micro LED display technology. Li Jun, chairman of Liad Group, said that the chip technology would greatly reduce the size of existing micro LED chips in the market, improve screen performance and reduce mass production costs. Recently, Suzhou Hanhua Semiconductor Co., Ltd. completed the round B fundraising of hundreds of millions of yuan, and the company has built a 6-8 inch compatible micro LED chip process line. Lasayu Semiconductor has recently completed the financing of tens of millions of dollars. The company has developed the world's first standardized full-color micro LED micro display chip. The funds are used to accelerate the research and development iteration of full-color micro LED micro display chip and prepare for the upcoming small-scale mass production. Qiu Yubin said that it is estimated that the output value of Micro LED TV chips will reach 3.4 billion dollars in 2025; The compound growth rate is expected to reach 250% from 2021 to 2025. In terms of backplane and massive transfer within Chongqing Konka Semiconductor Optoelectronics Industrial Park, the micro LED industry chain is accelerating its breakthrough. At the end of September, Chongqing Konka Semiconductor Optoelectronic Industrial Park was officially put into production, marking Konka's full access to MLED (Mini LED and Micro LED)