Report summary
Mini led rise
The concept of micro LED (about 50 microns in size) was put forward in 2012, which is still in the research and development stage and has not been commercialized. Mini led with a size of about 100-300 microns came into being as an intermediate transition product, which can be applied to RGB and backlight scenes. RGB and backlight schemes are similar in industrial laws and technical principles. Many enterprises choose to work in both directions at the same time to enjoy the effect of economies of scope.
Mini led direct display has better performance and can be applied to multiple scenes with large market space
Compared with small spacing led, mini LED has smaller size, tighter arrangement of light beads, higher PPI, and higher difficulty in upgrading production, sealing test and maintenance technology. Mini led direct display is more used in commercial display market, such as cinema display screen, traffic advertising, rental display, sports display, etc., with large market space.
Mini LED has won the favor of head manufacturers with excellent performance, and will usher in the first year of development under the leadership of head terminal manufacturers such as apple and Samsung
The contrast and color performance of mini LED backlight products can be comparable with OLED, and it has the advantages of lower capital expenditure and more flexible specifications. It is suitable for the needs of the two photoelectric sectors of panel / LED, and has the important advantages of long service life (especially suitable for TV scenes). At present, apple, Samsung and other brand manufacturers have begun to launch Mini LED related products, and the industry has begun to enter an explosive period.
The concentration of all links of the industrial chain has been improved, and leading enterprises have arranged the whole industrial chain to seize the first opportunity
Mini led industrial chain links include chips, panels, materials, packaging, applications, etc. massive transfer is the key technical difficulty of microled. Due to the great technical difficulty, all links of the industrial chain show an increasing trend of concentration, and the market share of leading enterprises is expected to continue to expand.
