相关研究

Key Points:

1）Under the current weakness of the LCD TV industry, emerging technologies may bring new breath. Among them, Mini LED has attracted attention, and it is expected to promote display product upgrade and technology diversification in the future.

2)  Mini LED is divided into two technology Trend: backlight application and self-luminous display.

3）Mini LED backlight improves the display quality of LCD in all directions through more refined area dimming technology. It can achieve ultra-high contrast and ultra-wide color gamut, with picture quality close to AMOLED.

4）The traditional LED industry has a high degree of maturity, and Mini LED backlight technology can have existing processes, and the industry chain is relatively mature, which can provide a broad basis for the development of Mini LED backlight technology.

5）With the maturity of the LED industry technology, the improvement of technology and the decrease in material costs, the cost of Mini LED BLU solutions in the future will still have a large room for decline.

6）In the future, Mini LED backlight technology will become the development direction of LCD TV high-end products. It is expected that TV products equipped with Mini LED backlight will experience rapid growth within 2 to 3 years. By combining the LED industry, the LCD display industry can jointly increase industry participation and technology maturity, and achieve a win-win situation in the future.

7）With the cost of Mini LED falling and the market demand for high-end large-screen displays increasing, Mini LED backlight display technology is expected to usher in a rapid development period. In the future, the high-end LCD TV market, especially the large size market of 55 "and above, is expected to gradually spread, thus becoming the mainstream configuration of mid-to-high-end LCD TVs with a terminal price of more than $ 1,000.

8）PM Mini LED BLU TVs have begun mass production, and the current market size is limited. It is estimated that by 2022, the scale of PM Mini LED BLU TV products will reach 3.6 million units, and the penetration rate in the global flat TV market will reach 1.5%.

9）AM Mini LED does not yet have mass production conditions, but panel manufacturers are highly enthusiastic, and it is expected that mass production will be achieved in 2020. With the improvement of material costs and process yields, there is a lot of room for the overall backlight cost to fall. Shipment of TFT Mini LED-backlight TVs is expected to reach 500,000 units in 2022, with a penetration rate of 0.2% in the global flat TV market, and it will show a doubling growth in the next two years, of which the scale will reach 1.7 million in 2023 Taiwan, the penetration rate increased to 0.7%.

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