Recently, the heat of OLEDs is not the general heat. Everyone shakes the flag of OLED, and the flag sea flies to the horizon. Especially the expansion of the mainland is also a wave higher than a wave. As if the generations of display technology are alternated, the OLED is just a male side. Although it has squeezed out a little bit of LCD borders, it has been safe for several years. In the past few years, OLED has never given up in the Central Plains. Now is the time for it to rise.
In the case of the OLED boom in mainland China, everyone is screaming in the panel industry in Taiwan, especially in the field of OLED panels, which has led Taiwan to bet on MicroLED. Recently, the MiniLED, which is known as the development of the Micro LED outpost, has been introduced into the display and backlight market.
The rapid rise of OLED, the overall shrinkage of the backlight market
LED backlight applications have always been one of the main applications of LEDs, mainly used in mobile phone display panels, LCD TVs, monitors, notebook computers, and tablet computers. It was once the largest application market for LEDs.
However, since 2010, the large size and splendor, LED brightness has increased, the number of LEDs has decreased, and the price has been introduced at a low price. After the penetration rate has been 70%, the “price reduction effect†has been further expanded, and large-size LED backlights have occurred in 2013. After the reversal, the output value showed a cliff-like decline.
According to data from LEDinside Research Center, LED backlights have been an important growth engine and technology incubator for the LED industry in the past. The output value has peaked from 3 billion US dollars in 2011 to 2013, but has since turned sharply. At the beginning, the cliff fell for three consecutive years, and the output value in 2016 evaporated by nearly half in 2013.
In addition to the shrinking of the original market, OLEDs, which are known as substitutes, have begun to capture the media layout frequently. In addition to the long-established Korean factory, the new generation of Apple iPhone X also uses OLED, which makes the OLED layout war.
At present, the OLED industry is in a stage of rapid development. According to the Jibang Consulting Optoelectronics Research Center (WitsView), the adoption rate of OLEDs in the overall smart phone is expected to grow steadily from 28% in 2017 to 33% in 2018.
Another focus is on OLED large-size TVs. With the addition of brands such as Sony and the weak sales of rival quantum dot LCD TVs, OLED TVs are a big win in the sales of high-end TVs in 2017.
Since the second-generation quantum dot TV panel has the fastest production schedule, it will have to wait until the second half of 2018. Therefore, WitsView predicts that OLED TV will continue to maintain a competitive advantage in 2018, and the whole machine shipment is estimated to be 150 from 2017. Wantai climbed to 2.4 million units in 2018.
In the face of the backlight itself, the application needs have been saturated, there is no wider estuary, and the challenger OLED has been at the door, especially in the case that the medium and large size also has many high-end markets, LED companies compete for more backlights. The application prospects are indeed worrying.
Large-size LCD lines are gradually increasing, and the prospect of Mini LED under the cost war is worrying
Compared with the rapid growth of OLEDs, industry players have also learned that OLED yields are low, and LCD expansion is expected. It is expected that the backlight market will usher in new growth, so online Jun looks at the Mini LED backlight.
Indeed, LCD panel panels are constantly increasing. It is reported that from 2012, BOE's first 8th generation line entered mass production. In just 5 years, China has gone through the roads of other regions' LCD panel factories for 15 to 20 years, and will grow rapidly and steadily into global production capacity. The largest area.
According to statistics, at present, there are six 8th generation lines in China's mainland panel enterprises that have reached the full capacity of design capacity. The two 8th generation lines are in the process of climbing the production capacity. It is expected to reach the maximum design capacity before the second quarter of 2018. Full of production.
By 2020, China will have 10 8th generation lines (including 8.5, 8.6 and 8.7 generations), with a total capacity of 1.23 million pieces per month, far exceeding the total of 960,000 pieces of Samsung and LGD monthly films. Capacity scale. Moreover, this does not consider the three 10.5-generation lines (Jingdong Hefei B9, and Huaxing Optoelectronics Shenzhen T6 and T7) that have already reached or are about to reach full production, and the new 10.5-generation line project of Sharp, Huike and BOE under construction. Capacity.
China will have 10 5.5/6 generation OLED production lines with a total monthly production capacity of 330,000. It will also become a region with the largest OLED production capacity except South Korea.
The rapid expansion of production capacity and the increase in panel prices since mid-2016 have made LCD panel companies in mainland China have achieved very good performance in the past year, but since Q2 2017, there has been a lack of demand. decline. In fact, the large-scale expansion of domestic production capacity, especially the construction of large-sized panel lines, is the main reason for the price decline of the panel.
According to the report, if the Mini LED is used as the backlight of the TV panel and the direct-type design, it can be made into regional dimming, which will have better light transmission than the general edge-lit backlight. Degrees as well as higher contrast and more detail.
Compared with OLED panels, LCD panels with Mini LED backlight design have better color rendering. If you can match curved glass under the existing LCD architecture, you may be able to make some differences in appearance and fight with OLED panels.
But the most critical flaw is how the thickness of the direct-lit backlight technology is as thin as the OLED, which requires a lot of effort. In addition, due to the large increase in the number of LED chips used in MiniLED, plus the transfer process needs to be overcome.
Therefore, the direct-type MiniLED backlight technology, the cost is bound to increase significantly, if the competitive advantage does not highlight too much, this point compared to the sales of quantum dot film LCD TV, online Jun believes that such products in the future consumer market recognition is still worrying of.
How thin is the thin MiniLED direct illumination competition?
Before the MiniLED backlight, we should look at the CSP LED backlight, to the quantum dot film, in fact, are the technology to upgrade the LCD, but the market growth demand has not much growth.
CSP TV backlighting is a rather embarrassing situation. First, the market of TV itself is declining, and the other part is due to the impact of the new display technology OLED self-illumination. In the TV field, the backlight market will eventually be replaced by self-illumination, but nowadays QD TV has not yet reached self-illumination, still rely on The backlight illuminates the backlight market for a while, but it will eventually be replaced. This also applies to the MiniLED backlight, but the MiniLED is even more awkward because it does not inherit the advantages of CSP.
Regarding the development of the CSP backlight market, currently, in the trend of continuous reduction of cost by panel manufacturers or TV brand manufacturers, the side-entry TV backlight technology can reduce the number of LEDs used, so that the backlight cost can be further reduced. The market share of TV weight has gradually increased.
However, with the introduction of CSP, because the power can be made larger, not only can the cost of the direct-lit backlight type be further reduced, but also can be made thinner, but the Mini LED backlight is increased in cost.
Moreover, CSP LEDs are still used in high-end brands, because the price is still relatively high, and MiniLED will only be higher if it enters the market. The main reason for this cost is on the chip side.
At present, the yield of the chip end is not very high, which is the main reason for the high cost, and the yield of MiniLED will be lower, and there are many other bottlenecks such as other transfer. So the final consideration is whether there is a balance between cost and performance, allowing consumers to pay.
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