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2022/12/21
According to TrendForce’s latest research, shipments of Mini LED backlit automotive display modules are estimated to total around 140,000 units this year because of their use by European, Chinese, and US carmakers Therefore, 2022 can be considered as the inaugural year for the adoption of Mini LED backlit displays in the automotive industry Next year, European and US carmakers are expected to gradually introduce this display technology to more of its vehicle models Hence, shipments of Mini LED backlit automotive display modules are forecasted to total 450,000 units for 2023 However, 2024 will be the year when shipments will take off even more dramatically By then, the further technological maturation of Mini LED backlight will attract the late adopters among carmakers Shipments of Mini LED backlit automotive display modules are thus forecasted to total almost 1 million units for 2024
TrendForce points to four factors that draw carmakers’ attention to Mini LED backlit displays First, Mini LED backlight offers multiple dimming zones that can raise the brightness of a display above 1,000 nits High brightness is especially important for automotive applications because it helps minimize glare from the outside environment For instance, the strong light reflected from the snow or emanating from the sun can interfere with the driver’s viewing of various displays inside an operating vehicle and thereby create safety risks Increasing display brightness mitigates this problem
Second, a direct-lit backlight solution featuring Mini LEDs can turn individual sections of a screen on or off selectively in accordance with the distribution of the light and dark parts of an image With the traditional edge-lit solution, the entire screen is lit all the time Carmakers can thus leverage Mini LED backlight to meet their energy saving requirements as a display system can consume around 10% less power by incorporating this technology
Third, the development of automotive interior displays is trending towards larger sizes and integration Direct-lit Mini LED solutions support not only the ongoing increase in display size but also the optical performance enabled by highly curved displays Compared with the traditional edge-lit solutions, direct-lit Mini LED solutions offer a better performance for curved automotive displays and are suitable for a wide range of automotive interior displays that differ in size and design
Lastly, Mini LEDs are as highly reliable as conventional LEDs Hence, they are expected to be the first choice for display backlight among carmakers
As mentioned above, the advantages of direct-lit Mini LED solutions over edge-lit solutions include overall brightness, contrast, power consumption, support for the optical performance of a curved display, etc Apart from these performance gains, Mini LED backlit displays are also much more reliable than OLED displays for automotive applications Priced between traditional edge-lit displays and OLED displays, Mini LED backlit displays deliver a superior cost-to-performance ratio Taking account of these benefits, carmakers are expected to be much more enthusiastic on using Mini LED backlit displays in the future
Among carmakers, China’s Nio and Roewe have adopted Mini LED backlit display this year They applied this solution first to the dashboard display that has high requirements for performance Then, they applied it to the central information display (CID) and panel for A/C and volume controls Turning to US carmaker GM, it has offered a 334-inch automotive display system with Mini LED backlight This system reflects the trend towards larger sizes and integration as it combines the dashboard display and CID
Looking at the supply chain for Mini LED backlit automotive displays, Chinese carmakers have adopted automotive display systems that comprise Mini LED backlit display modules from BOE As for European and US carmakers, they use Mini LED backlit display modules from AUO and Innolux Regardless of suppliers, display modules are delivered to Tier-1 integrators such as Bosch and CarUx so they can be assembled into display systems Then, display systems are sent to car assembly plants for vehicle installation
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/
2021/10/27
Apple recently unveiled its newest lineup of 142-inch and 162-inch MacBook Pros, which represent the company’s latest effort to extend its application of display backlights with Mini LED technology from the 129-inch iPad Pro to the MacBook Pro range TrendForce’s latest investigations indicate that, in light of Apple’s foray into the high-end notebook computer market with the latest generation of MacBook Pro, annual shipment of notebook computers equipped with Mini LED backlight for 2022 will likely reach five million units, a 213% YoY increase
It should be pointed out that, due to OLED supplier Samsung’s aggressive efforts to capture shares in the notebook market this year, annual shipment of notebooks with OLED panels for 2021 will likely reach 25 to 27 million units, which represents a penetration rate of about 11% OLED displays compete directly with Mini LED displays in the high-end notebook market, meaning the adoption of Mini LED displays by non-Apple notebook manufacturers has consistently been limited In addition, Apple waited until 4Q21 to release the new MacBook Pro models Taking these factors into account, TrendForce is therefore revising its forecast of annual shipment of notebooks with Mini LED backlight for 2021 from 24 million units down to 165 million units
TrendForce indicates that Apple’s product planning regarding the newest MacBook Pro lineup marks a departure from its previous strategy of having only a 133-inch model for the entry-level segment and a 162-inch model for the high-end segment, since the newest 142-inch MacBook is positioned as a product for the mid-range segment Regarding pricing, the 142-inch model at base configuration costs US$500 more than the 133-inch model and US$500 less than the 162-inch model, assuming all aforementioned models are equipped with a 512GB SSD Regarding technical specs, not only do the new models feature an improvement in CPU/GPU, but their backlight has also been upgraded to Mini LED technology With these advancements in both computing power and display performance, Apple will likely be able to erase any doubts from consumers regarding the merit of the price hike
Both of the new MacBook Pro models are equipped with a Mini LED backlight, with about 8,000-11,000 Mini LED chips divided across 2,000-2,600 local dimming zones, resulting in a 1,000,000:1 contrast ratio Mainstream Mini LED backlight-equipped notebooks from other manufacturers, on the other hand, generally feature about 240-512 local dimming zones, thereby showing Apple’s relative superiority in display technology Furthermore, despite being a step up in terms of display size from the 133-inch model, the 144-inch model maintains a similar thin and light profile even though it contains a direct-lit Mini LED backlight, which requires additional clearance for light mixing and additional PCB substrate thickness
Along with Apple’s continued adoption of Mini LED backlight technology, a plethora of new participants are expected to enter the Mini LED supply chain in 2022, in turn making this technology much more cost-effective and benefitting companies that are not part of Apple’s supply chain as well Companies that are set to benefit next year include Mini LED chip suppliers (eg, Ennostar and Osram), testing and sorting service providers (eg, FitTech, Saultech, and YTEC), SMT suppliers (eg, TSMT and Yenrich), backplane PCB suppliers (eg, Zhen Ding Tech, Tripod Technology, and Apex), driver IC suppliers (eg, Parade, TI, Novatek, and Macroblock), light source module suppliers (eg, Radiant/ROE and GIS), and OEMs (eg, Quanta and Foxconn)
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/
2021/05/20
For the past two years, brands such as Samsung, LG, TCL, and Xiaomi have successively released their own Mini LED backlight TVs, which are expected to reach a yearly shipment of about 26-3 million units in 2021 because Korean brands have successfully trailblazed the high-end market, and because Chinese brands have also been ramping up shipment via highly cost-effective models, according to TrendForce’s latest investigations
TrendForce’s analysis of the current TV market indicates that OLED models have become synonymous with high-end TVs due to the former’s high color saturation and high contrast ratios, both of which produce high-quality images favored by consumers However, LG Display is the sole supplier of OLED TV panels, and retail prices of OLED TV sets have shown no signs of weakening Hence, TV brands have in turn transitioned their offerings to Mini LED backlight TVs, which likewise boast advantages of high brightness and high contrast ratios Not only have OLED TVs and Mini LED backlight TVs shaped the current competitive landscape of the high-end TV market, but these two products are also expected to set new standards for high-end TV specs going forward
Samsung’s new Mini LED offerings will help redefine mid-range and high-end market segments against competing OLED TVs
Samsung has officially released its latest Neo QLED products in 2021; these TVs sport a variety of features, including Mini LED backlighting, 55-inch to 85-inch display sizes, 4K and 8K resolutions, 8,000-30,000 Mini LED chips as a backlight source, 500-2,500 backlight zones, a 1,000,000:1 contrast ratio, and quantum dot technology (which delivers high color saturation) These features allow Samsung to compete on an equal footing with OLED TVs in the high-end segment while quickly increasing the viability of Mini LED backlight TVs
Chinese brands are set to become considerable growth drivers for Mini LED TVs as they seize market shares with highly cost-effective products
Chinese TV brands TCL and Xiaomi have been cultivating their presence in the Mini LED TV market ahead of Samsung by releasing their own offerings before their Korean competitor In particular, TCL’s mid-range 6 series features 3,840 Mini LED chips across 240 backlight zones, which allow for greater flexibility in terms of manufacturing costs For instance, TCL’s 75-inch, 4K UHD 6 series TVs retail for about US$2,000 less than equivalent offerings from Samsung, making TCL’s products much more attractive for early adopters on a budget By leveraging a strategy of offering highly cost-effective products, TCL was able to reach a yearly shipment of 120,000 Mini LED backlight TV sets in 2020 TrendForce expects cost-effective products such as those from TCL to continue to serve a pivotal role in driving the shipment growth of Mini LED backlight TVs in 2021
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/
2021/04/21
During Apple’s Spring Loaded event, the Cupertino company announced the upcoming release of its latest 129-inch iPad Pro models featuring Mini LED display technology According to TrendForce’s latest investigations, demand for the 129-inch iPad Pro has already been relatively high in the niche markets Thus, given the thorough improvement in specs as well as the very slight price hike of merely $100 over the previous generation, TrendForce is not only revising up its shipment forecast for the 2021 version of the 12-inch iPad Pro from four million units to five million units this year, but also expecting this product to account for a 31% share in the global tablet market, compared to the previous forecast of 25%
TrendForce analyst Max Chen indicates three key areas of observation with respect to Apple’s latest flagship tablet: technology cost, retail price, and product spec First, in terms of technology cost, the Mini LED backlight used in the new 129-inch iPad Pro costs about US$85 more than the traditional edge-lit LED backlight used in the previous generation Second, in terms of retail price, the entry-level 128GB model of the 129-inch Mini LED iPad Pro retails for $1,099, which is only $100 higher than the equivalent model of the previous generation As such, the price hike in the latest model is, for the most part, a result of the increased cost of Mini LED backlights, rather than wholly being an attempt at driving up profit margins The modest price hike is therefore an indication of Apple’s desire to become the gold standard in the tablet market by adopting Mini LED backlight technology
Finally, in terms of product spec, the latest 129-inch Mini LED iPad Pro is equipped with Apple’s high-end Liquid Retina XDR technology, which gives the tablet a max full-screen brightness of 1,000 nits, peak brightness of 1,600 nits, and contrast ratio of 1,000,000:1, with the peak brightness and contrast ratio both being firsts in the tablet industry Furthermore, it should be pointed out that the latest tablet is equipped with 10,384 Mini LED chips, divided into 2,596 dimming zones, giving it additional high contrast and high color saturation performance that is superior to the 315-inch iMac, which features 512 backlight dimming zones and is the first product to feature Apple's XDR display technology
With regards to Apple’s plans for 2H21, the 14-inch and 16-inch MacBook models will likewise feature Mini LED backlight technology, which will become the hardware benchmark for high-end tablets and notebook computers The release of Apple’s Mini LED-equipped tablets is expected to galvanize a growth against market headwinds for upstream and downstream companies in the Mini LED supply chain, including Mini LED chip suppliers (eg, Ennostar), testing and sorting service suppliers (eg, FitTech, Saultech, and YTEC), SMT suppliers (eg, TSMT and Yenrich), backplane PCB suppliers (eg, Zhen Ding Tech and Tripod Technology), driver IC suppliers (eg, Parade, Novatek, and Macroblock), and light source module suppliers (eg, Radiant/ROE and GIS)
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
2021/01/25
As various TV manufacturers such as Samsung, LG, and TCL announced their new models equipped with Mini LED backlights at CES 2021, TrendForce’s 2021 Mini LED New Backlight Display Trend Analysis report shows that total Mini LED chip revenue from Mini LED backlight TVs to potentially reach US$270 million in 2021, as manufacturers gradually overcome technological bottlenecks and lower their overall manufacturing costs, according to TrendForce’s latest investigations
Mini LED backlight TVs possess a highly cost-effective competitive advantage, as Mini LED backlight costs for the entry-level segment are only 50% higher than traditional LCD equivalents
TrendForce further indicates that, with regards to TV backlight technologies, the cost of Mini LED solutions is about two to three times lower than that of white OLED and entry-level, direct-lit LCD solutions This cost difference therefore serves as Mini LED technology’s competitive advantage over its competitors in display backlight adoption At the moment, high-end TVs contain about 16,000 Mini LED chips per TV, divided into 2,000 local dimming zones In this market segment, PM (passive matrix) Mini LED TV panels with BLU (backlight unit) still cost about 15% less than OLED TV panels and therefore hold a cost advantage On the other hand, in the mid-range TV segment, each TV contains about 10,000-12,000 Mini LED chips and 500 local dimming zones, meaning the cost of Mini LED backlight integration in this market segment is about a mere 50% more than entry-level, direct-lit LCD backlight units, making Mini LED a viable alternative to traditional LCD solutions in this segment too Given the high cost-effectiveness of Mini LED backlight units, TV manufacturers are therefore likely to adopt them as a viable technology and initiate an industry-wide competition over Mini LED TV specs this year
HDR and 8K resolution will be the two mainstream features of high-end TVs this year With regards to Korean brands, Samsung’s Neo QLED Mini LED TV and LG’s QNED Mini LED TV, both unveiled at CES this year, are equipped with Mini LED backlights as a performance-enhancing technical feature These TVs feature not only 8K resolution, but also Mini LED backlight units, which require more than 20,000 Mini LED chips (divided across more than 1,000 local dimming zones, with more than 1,000 nits in peak brightness), in addition to passive matrix FALD technology, which allows for contrast ratios of 1,000,000:1, a significant improvement that puts these TVs on almost equal footing with OLED TVs in terms of image quality At the same time, China-based TCL is also set to release its OD Zero Mini LED TV, which has comparable specs with Korean offerings and is also equipped with Mini LED backlight units Going forward, more and more TV manufacturers, such as Hisense and Xiaomi, are expected to participate in the burgeoning Mini LED backlight TV market
The pace of optimizing Mini LED chips, backplanes, and driver ICs will be key to the Mini LED industry’s rapid expansion
As various manufacturers successively release their Mini LED backlight TVs this year, related companies in the supply chain are expected to benefit as a result Currently, there are multiple major suppliers of Mini LED components on the market: Chip suppliers include Taiwanese (Epistar and Lextar), Chinese (San’an and HC SemiTek), and Korean (Seoul Semiconductor) companies Testing and sorting companies include FitTech, Saultech, and YTEC SMT companies include Taiwan-based Lextar and China-based Hongli Zhihui Driver IC suppliers include Taiwanese (Macroblock, Elan, Parade, Himax, and Novatek) and Chinese (Chipone) companies Backplane suppliers include Tawanese (Apex and Zhen Ding Tech) and Korean (Young Poong Group) companies Panel suppliers include SDC, LGD, AUO, Innolux, BOE, and CSOT
TrendForce believes that Mini LED backlight displays currently possess a competitive advantage over OLED displays due to the former’s 15% comparatively lower cost Ultimately, the future development and profitability of the Mini LED backlight market in the long run will depend on the continued optimization of components that account for a relatively higher allocation of backlight costs, including Mini LED chips, Mini LED backplanes, and driver ICs
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
