The English name of silicon-based OLED is micro led, OLEDos or OLED on silicon. It is a new micro display technology, which belongs to a branch of AMOLED technology and is mainly suitable for micro display products. Silicon based OLED structure includes driving backplane and OLED device. It is an active organic light emitting diode display device made by combining CMOS process and OLED technology and using monocrystalline silicon as active driving backplane.
Silicon based OLED has the characteristics of small volume, light weight, high resolution, high contrast, low power consumption and stable performance. It is the micro display technology most suitable for near eye display. At present, it is mainly used in military field and industrial Internet of things. AR / VR intelligent wearable products are the main application products of silicon-based OLED in the field of consumer electronics.
In recent years, the landing of 5g commercial and the promotion of the concept of meta universe have injected new vitality into the AR / VR market. Giant companies investing in this field, such as apple, meta, Google, Qualcomm, Microsoft, Panasonic, Huawei, TCL, Xiaomi and oppo, are accelerating the layout of related products.
During ces2022, a wholly-owned subsidiary of Panasonic, shiftall Inc Display the world's first 5.2k high dynamic range VR glasses maganex; TCL released its second generation ar glasses tclnxtwearair; Sony announced its PSVR second-generation head display Playstation VR2 product developed for Playstation 5 game console; Vuzix has launched a new m400car smart glasses, all of which adopt silicon-based OLED display.
Apple's first AR / MR head display is expected to be launched in the next two years. This head display product will be equipped with three screens, two of which are silicon-based OLED displays; The high-profile appleglass smart glasses have also decided to use silicon-based OLED display.
At present, there are few manufacturers engaged in the development and production of silicon-based OLED displays in the world. European and American companies entered the market earlier, mainly including emagin and kopin in the United States, Sony in Japan, microoled in France, Fraunhofer IPMS Research Institute in Germany and MED in the United Kingdom.
China's companies engaged in silicon-based OLED displays are mainly North orede, Yunnan chuangshijie (BOE investment), Guozhao optoelectronics and Hefei Shiya. In addition, companies such as Xitai intelligent, lakeside optoelectronics, Xinshijia, Kunshan Mengxian ( Visionox Technology Inc(002387) investment) and Nanjing Yunguang are also laying out silicon-based OLED production lines and products.
Driven by the development of AR / VR industry, the market scale of silicon-based OLED display panel is expected to expand rapidly. According to the statistics of cinnorresearch, the global market scale of AR / VR silicon-based OLED display panel was US $64 million in 2021. It is expected that in the future, with the development of AR / VR industry and the further penetration of silicon-based OLED technology, the global market scale of AR / VR silicon-based OLED display panel is expected to reach US $1.47 billion by 2025, and the CAGR from 2021 to 2025 will reach 119%.
