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2022/11/11
Ennostar’s subsidiary Epistar and PlayNitride’s wholly-owned subsidiary PlayNitride Display have announced that they have teamed up to build a production line for 6-inch Micro LED epi-wafers Looking at the latest progress in the development of Micro LED, large-sized displays are regarded as the forerunners to the more advanced end products Even though Micro LED has unresolved technological bottlenecks and cost-related issues, TrendForce is optimistic that this technology will eventually be adopted for the development of different kinds of displays and end products Examples include transparent AR smart glasses, displays for wearable devices like smartwatches, automotive displays such as those embedded in a smart cockpit, and other transparent display products Furthermore, the latest efforts in product development will likely create new high-end applications for Micro LED TrendForce currently forecasts that the value of the market for Micro LED chips used in displays will reach US$542 million in 2024 Afterwards, the market will experience soaring growth starting in 2025 on account of the maturation of technologies
In dealing with a new high-end display technology such as Micro LED, there is a high degree of customization in display design Additionally, the technologies responsible for fabricating Micro LED displays must meet a very stringent set of requirements when it comes to accuracy and precision Hence, the possibility of creating commercially viable and mass-produced Micro LED displays depends on a high level of synergy among companies that are involved in display panels, LED chips, mass transfer equipment, driver ICs, etc In the supply chain for the traditional types of displays, different sections operate in a relatively independent manner and adhere to a certain division-of-labor scheme By contrast, the supply chain for Micro LED displays operates under a very different model that requires close integration between sections
Given this context, three coalitions have now emerged in the Micro LED market The first coalition comprises Ennostar (including its subsidiaries Epistar, Unikorn Semiconductor, and Lextar), AUO, and Innolux The second coalition is made up of BOE (including its subsidiary BOE Mled and joint venture BOE Pixey) and HC Semitek The third coalition is formed by TCL CSOT, San’an Optoelectronics, and Extremely PQ Display Technology It is worth noting that Hisense, through its recent actions such as increasing its stake in Changelight, appears to be forming another new faction in the Micro LED market as well
TrendForce says Ennostar as one of the technology leaders in the global LED industry has been internally working on Micro LED for many years as it looks forward to the explosive growth of related opportunities in the future In order to get a firmer grasp of fabrication technologies and entrench in itself in the industry ecology, Ennostar has taken the step of forming an alliance that prepares for the eventual mass production of Micro LED displays With respect to the roles of the individual members of this alliance, Ennostar and Epistar will be responsible for high-end Micro LED chips The development of mass transfer solutions will center on PlayNitride As for AUO and Innolux, they will be in charge of display backplanes and driver ICs Their efforts have to be closely interconnected and in sync in order to obtain successful results In this latest chapter of the partnership between Ennostar and PlayNitride, the former will build a new production line by leveraging the expertise and experience that the latter has accumulated for mass transfer solutions and Micro LED chips
PlayNitride is currently a leader in Micro LED technology Apart from meeting its clients’ demand as a component supplier, PlayNitride has a well-rounded portfolio of technology patents as well as a wealth of experience For other companies that manufacture products for various display-related applications (eg, large-sized, automotive, and wearable), PlayNitride can help them adopt Micro LED by providing services such as setting up production capacity and optimizing production flow Such collaborations would create core competitive advantages for the partnering display manufacturers As PlayNitride simultaneously expands into component sales, IP services, and construction of production lines, it will be able to create new and profitable business models
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/
2022/08/18
According to the latest TrendForce research, "TrendForce 2022 Micro LED Self-Emitting Display Trends and Analysis on Supplier's Strategies," 4-inch wafers for Micro LED Large-Sized displays will reach approximately 114 million units by 2026 The chip market is expected to reach US$27 billion with a compound annual growth rate of approximately 241% from 2021 to 2026
According to TrendForce, Large-Sized displays are currently the most anticipated products among a number of Micro LED display applications However, the greater Micro LED market remains at a R&D and experimental stage as branded manufacturers have yet to launch mass-produced products There are still technical and cost bottlenecks that need to be completely overcome before mass production and commercialization are feasible including improvement of wafer wavelength uniformity, increasing mass transfer production capacity, and improvement of glass backplane metallization yield rate Therefore, future efforts to surmount technical bottlenecks will focus on wafers, mass transfer, and glass backplane metal processes After the relevant technologies are mature, costs can be quickly reduced and mass production and commercialization accelerated
TrendForce will hold the Micro LED Forum 2022 on September 13 of this year This forum will reveal the current progress of various manufacturers in developing Large-Sized displays from the perspectives of epitaxy, mass transfer, backplane technology, and equipment development In terms of epitaxy equipment, this forum will discuss the methodology of manufacture Micro LED epitaxial wafers with wavelength uniformity, low defect rates, and low cost as a key to reducing wafer costs In this seminar, AIXTRON will introduce the MOCVD solution for mass production of Micro LED wafers
In terms of mass transfer, Large-Sized display mass transfer technology is primarily based on stamp and laser transfer At this stage, stamp transfer technology is still mainstream but, due to the characteristics of red light wafer material, it is easy to cause wafer damage and stamping losses, resulting in a decrease in production yield In addition, transfer cost depends on the size of the transfer head and the utilization rate of the wafer Compared with stamp technology, laser transfer technology possesses the characteristics of speed, precision, and high efficiency, which will help to greatly reduce mass transfer cost in the future However, an intensive initial equipment investment has become one of the obstacles in Micro LED mass transfer technology development The Micro LED Forum 2022 features a large number of transfer equipment manufacturers including Contrel, K&S, and Ultra Display Technology The forum will also discuss new future developments in Micro LED Large-Sized displays starting from transfer technology
In terms of driving backplanes, the active driving design scheme with seamless splicing technology has an opportunity to become the mainstream design used in Micro LED Large-Sized displays in the future Currently, side wire plating glass metallization technology has yet to become completely viable After this technology is perfected, rapid cost reduction will fully unlock the advantages of an active drive backplane The forum has also invited panel manufacturers that are actively deploying glass-driven backplanes such as AUO, BOE, and Luxnet to discuss development trends in related designs In addition, PanelSemi will also share the company’s experience and describe new opportunities for active flexible substrates Macroblock, which is focused on driver ICs, will analyze the role that Micro LED Large-Sized displays play in the metaverse
TrendForce indicates, as Micro LED Large-Sized display technology and cost continues to improve, coupled with aggressive planning on the part of international branded manufacturers, there will be opportunities to accelerate the realization of commercialized Micro LED Large-Sized display products Future development trends will include commercial-grade cinema screens and indoor public display screens and consumer-grade TVs focused on home theaters Although current product pricing remains high, as the development of technology, equipment, and related components matures, Micro LED Large-Sized displays will be the first choice for the high-end display market in the future
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/
2022/08/09
According to TrendForce's latest research report "TrendForce 2022 Self-Emitting Micro LED Display Cost and Trend Analysis," Micro LED light engine performance beats Micro OLED in terms of brightness, contrast ratio, and responsiveness in transparent AR smart glasses microdisplays and is ideal for applications in outdoor environments Since 2021, more than 10 branded manufacturers around the world have launched Micro LED transparent AR smart glasses concepts and related suppliers have improved Micro LED technology and accelerated factory expansion in order to meet subsequent mass production planning In 2026, the revenue of Micro LED transparent AR smart glasses chips is forecast at approximately US$383 million, with annual compound growth rate of Micro LED chips from 2023 to 2026 at approximately 704%
However, the current difficulties encountered in the development of Micro LED transparent AR smart glasses mainly arise from optical waveguide technology, light engine technology, battery storage capacity, and image transmission issues Since transparent smart glasses require high-resolution and high-brightness specifications for outdoor use, Micro LED is the first choice for its light engine At present, Micro LED light engine technology is not yet mature and the external quantum efficiency of red chips is too low Problems regarding the miniaturization of microdisplays have appeared one by one In addition, microdisplay sizes are too small, resulting in small field of view (FOV) so narrow as to affect viewing If the optical waveguide design method is employed, optical efficiency falls at less than 1%, and incidental light must provide higher brightness to meet the specifications necessary for outdoor use of microdisplays In addition, transparent smart glasses will need to be worn for a certain period of time Therefore, battery lifespan and size directly affect product design Furthermore, another major obstacle is finding a way to integrate the sensor to transmit and process image data
TrendForce will reveal the current technological progress of various manufacturers in developing transparent AR smart glasses at its Micro LED Forum 2022 on September 13 this year Many technical fields are focused on the development of optics and light engines In the field of optics, TrendForce invited Kura Technologies to share their 8K resolution and FOV 150 micro LED transparent AR smart glasses, in a departure from products offered by other manufacturers which can only reach 1080P and FOV 50 In addition, ams-OSRAM will analyze the market segmentation, application standards, and technical challenges of transparent AR smart glasses and discusses the differences between Micro LED micro-projection displays and LBS laser beam scanning display technology
In the field of light engines, JBD has been aggressively developing light engines for Micro LED transparent AR smart glasses in recent years JBD announced a large-scale investment and construction plan in 2022 and established long-term strategic cooperation agreements with a number of optical waveguide manufacturers The company also achieved a major technological breakthrough, producing a Micro LED chip capable of emitting 500,000 nits of ultra-high brightness red light, injecting fresh momentum into the transparent AR smart glasses field Porotech, a Micro LED chip manufacturer from the UK focusing on AR applications, developed a new porous GaN semiconductor material technology to complete the development of Micro LED red light chips that can improve external quantum efficiency (EQE) to resolve the full color light source issue inherent in transparent AR smart glasses
TrendForce indicates, as Micro LED light engine and optical technology continues to progress and brands plan new products, there will be prospects to accelerate the advent of a commercial viable Micro LED transparent AR smart glasses product When the technology and costs are in place, business opportunities will extend from military, medical, aviation, and industrial fields to commercial and comprehensive consumer applications
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/
2022/06/29
According to TrendForce's latest Micro LED research report, among many Micro LED display applications, Micro LED microdisplays will be the next new high-end product following on the heels of large-scale display development The market value of Micro LED AR smart glasses display chips is forecast to reach US$41 million by 2026 The reason for such a significant growth in market value in just one year from 2025 to 2026 is primarily due to the gradual maturity of technologies such as red chips, laser transfer, wafer bonding and full-colorization, which can improve yield and reduce production costs
TrendForce indicates that the current status of Micro LED AR smart glasses is dominated by monochrome displays due to a full-color technology bottleneck and can only display basic informational functions such as information prompts, navigation, translation, and teleprompter applications In the future, after full-color technology matures, it will first be applied in special fields such as medical surgery/testing instruments, factory environment monitoring/maintenance tools, and military applications Only after the technology is sufficiently advanced and cost has been reduced for commercialization, will Micro LEDs have the opportunity to be applied to full-color consumer display products
TrendForce indicates that the ideal display for transmissive smart glasses must meet the following three conditions First, in terms of controlling weight and dimensions, in order to reduce the burden of wearing such glasses as much as possible, the size of the corresponding display light engine should be approximately 1 inch or smaller Secondly, in terms of content recognition requirements, the brightness specification of the display must be at least 4,000 nits to ensure that it is not affected by external environment factors such as weather or venue Finally, resolution must be at least greater than 3,000 PPI, so that projected images can be read clearly
However, few technologies can simultaneously meet the stringent aforementioned requirements for microdisplays The most popular technologies are Micro LED and Micro OLED, both of which are self-illuminating However, Micro LED is currently at an early stage of AR application technology development and challenges remain to be overcome Due to a significant increase in demand for resolution, increased pixels will inevitably lead to a simultaneous shrinking of chips In a situation where the size of the Micro LED needs to be reduced to at least 5um or less, wavelength uniformity issues in the epitaxial process will affect yield
Secondly, a smaller chip also raises a problem with the external quantum efficiency (EQE) of the red chip exterior, which in turn affects the luminous efficiency of full-color and will face the challenge of only being able to display a single color Third, although the problem of full color can be overcome by combining blue light chips with quantum dot technology, many technical bottlenecks still remain to be overcome in the application of quantum dot technology in the Micro LED process at the current stage
Fourth, when the Micro LED chip and the CMOS backplane are connected by wafer, if the RGB chip is transferred to the backplane using laser transfer, Micro LED chip transfer yield will be impacted when the energy control of the laser transfer area is not uniform Finally, quickly detecting the electrical and optical properties of the Micro LED microdisplay light engine on the backplane and repairing defective pixels after inspection are also key factors affecting process and cost
TrendForce indicates, although there are still many obstacles to overcome in the application of Micro LED in AR smart glasses and development of full-color technology and a mass production schedule lags relative to Micro OLED, Micro LED outclasses Micro OLED performance in specifications such as contrast, responsiveness, lifespan, power conservation, etc Considering that it is difficult for the light efficiency of transmissive AR smart glasses to break through the 1% limit due to the limitations of optical waveguide element technology, Micro LED is still an excellent light engine technology option for microdisplays in the medium and long term
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/
2022/01/19
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/
