On October 29, at the TrendForce Self-luminous Display Industry Seminar held in Shenzhen, TrendForce Vice President of Research Qiu Yubin said in an interview with a reporter from Securities Daily that Mini LED self-luminous display technology is rapidly penetrating in the large-screen field. In the fields of small and medium-sized screens and near-eye displays such as vehicle-mounted displays and smart wearables, Micro LED self-luminous display technology is also becoming the direction of innovative applications for major manufacturers. In the future, the share of self-luminous display technology in the global display market is expected to gradually increase and reshape the display market structure.
Multiple technical routes in parallel
"Self-illuminated display is different from the current mainstream LCD technology. It does not require external light sources, but actively emits light, and is more natural, more saturated and contrasting.Advantages such as better speed. " Qiu Yubin said.
Toubao Research Institute released a research report stating that according to different light-emitting methods, self-luminous display technology is mainly divided into organic light-emitting diode display (OLED) and inorganic light-emitting diode display (LED). Among them, OLED is divided into passive matrix organic light-emitting diode (PMOLED) and active matrix organic light-emitting diode (AMOLED). LED is divided into small spacing LED, Mini LED and Micro LED.
According to Qiu Yubin, OLED, small-pitch LED, Mini LED, etc. have already been mass-produced and can basically meet the needs of downstream fields. Some companies are actively deploying LED in the field of vehicle display. Although the verification time in the vehicle field is long, this direction has become the consensus of the industry. In the further future, we may see quantum dot self-luminous display products. Although they still face material bottlenecks and other problems at this stage, some manufacturers are continuing to work on research and development.
"Self-luminous display technology is expected to complement LCD in the future and jointly build a new pattern of optoelectronic display technology. OLED, Mini LED, Micro LEThe innovative application of D and other technologies will greatly expand the application scope of display technology and support the new requirements for display technology put forward by the rapid development of information technology. "Liang Zhenpeng, chief consultant of Zhifan Coastal Institution and senior industrial economic observer, said in an interview with a reporter from Securities Daily.
Market expectations are optimistic
It is understood that in recent years, listed companies in the upstream and downstream of the display industry chain have not only attached great importance to R&D investment, actively carried out technology layout, and seized opportunities for industrial development, but also attached great importance to the construction of industrial ecology, and jointly promoted the commercialization of technology through the establishment of ecological alliances.
BOE A and TCL Technology, the two leaders in the A-share display industry, have both made important progress in the OLED field in the first half of this year.
BOE A's product shipments in the field of flexible OLED have further increased, with a year-on-year increase of more than 25%, and a number of high-end flexible AMOLED folding products have been exclusively supplied to customers.
TCL Technology’s small-size OLED business focuses on high-end and differentiated strategies. In the first half of this year, the company’s flexible OLED mobile phone panel shipments increased by 180% year-on-year, its market share increased to third in the world, and its foldable screen shipments ranked fourth in the world. The company has reached the industry-leading level in new technologies such as flexible OLED folding, LTPO, Pol-Less, and FIAA ultra-narrow bezels, and supplies flagship mobile phones to leading customers.
In the field of Micro LED, Leyard, as the world's first company to mass-produce Micro LED display products, has jointly integrated the industry chain of chips, packaging and applications with Fucai Holdings. At the same time, through equity investment and technical cooperation, we will improve the necessary auxiliary products in the industrial chain, such as power supplies, video processors, control systems, Asic driver chips, etc. Recently, the company stated on the investor interaction platform that according to the plan formulated at the beginning of the year, the company's Micro LED revenue target this year is 800 million yuan.
While Shentianma A's vehicle-mounted Mini LED products continue to be shipped in batches to major customers at home and abroad, quantum dot technology has been put on the market. In addition, the company has also accelerated the technology and process development of next-generation display technology Micro LED, launched the establishment of Micro LED Ecological Alliance with many partners, and mergedWe have invested in the construction of a full-process Micro LED production line from mass transfer to display modules.
Yu Bin, research manager of Trendforce Consulting, told a reporter from Securities Daily that the global display market size is expected to grow by 2.8% year-on-year this year, and he is more optimistic about the market growth rate next year, which is expected to be between 5% and 10%. At the same time, the innovative application of self-luminous display technology will continue to promote the development of the global display market.
ANNA