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市场调查报告书
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1687450

MicroLED:市场占有率分析、产业趋势与统计、成长预测(2025-2030 年)

Micro LED - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: | 出版商: Mordor Intelligence | 英文 143 Pages | 商品交期: 2-3个工作天内

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简介目录

预计 2025 年 MicroLED 市场规模为 1.3 亿美元,到 2030 年将达到 25.3 亿美元,预测期内(2025-2030 年)的复合年增长率为 81.8%。就单位出货量而言,预计市场将从 2025 年的 30,000 台增长到 2030 年的 210 万台,预测期内(2025-2030 年)的复合年增长率为 132.5%。

Micro LED-市场-IMG1

MicroLED 是一种使用微型 LED(发光二极体)形成单一像素的显示技术。它具有高亮度、高对比度和高能效。 MicroLED 显示器因其提供出色影像品质的潜力而闻名,可用于电视、显示器和穿戴式装置等各种应用。

主要亮点

  • 过去几年,microLED 市场显着成长。这主要得益于AR/VR等技术的进步以及各地区终端用户产业的扩张。例如,向5G的过渡将加速对先进行动装置的需求。
  • Micro LED技术在亮度、解析度、对比、消费量、寿命、热稳定性等方面均优于LCD和OLED,为显示产业带来了新的可能性。
  • 2023年5月,全球大型公司的远距无线充电解决方案供应商Wi-Charge为零售商、品牌和负责人推出了业界最节能、效能最高的无线充电视讯显示解决方案。 Wi-Charge 开发了新一代视讯显示器—大型 Wi-Spot 7」。
  • 超小型LED技术正在消费性电子产业掀起波动,并有望推动显示器技术的重大进步。 MicroLED 凭藉其独特的功能和优势,有可能颠覆使用者跨装置体验视觉内容的方式。
  • 近年来,MicroLED 技术因其与其他显示器技术相比具有更优异的效能潜力而备受关注。 MicroLED 具有更高的像素密度、更低的功耗、更快的反应时间、直射光下的更高亮度和更宽的视角。这些特性使其适用于各种应用,包括手持装置和近眼显示器。
  • 新冠疫情导致生产放缓,许多公司暂时关闭工厂,供应链中断,从而推迟了该行业的多个新计画。新技术发展也可能受到这项挑战的影响。 LEDinside共用了在全球不确定性背景下对 Micro LED 技术发展的见解。他们指出,这可能是下一代显示技术向前迈进的机会。

Micro LED市场趋势

最大的终端用户产业是消费性电子产品

  • 预计数位数位双胞胎技术在交通运输产业的应用日益广泛,将推动对虚拟感测器的需求。数位双胞胎已成为交通运输领域的最新技术现象。供应链中数位数位双胞胎的引入正在提高本地和全球供应链网路的效率。透过利用资料,运输公司可以非常准确地预测业务。这项创新技术也有助于产生有价值的见解,以增强企业策略。
  • 虚拟感测器由于其多样化的应用,对汽车产业变得越来越重要。预计行业中虚拟感测器的日益普及将有助于市场在预测期内获得发展动力。在感测器价格上涨的背景下,虚拟感测器的采用正变得越来越普遍。虚拟感测器涉及用嵌入在车辆电控系统中的软体取代实体感测器。其目的是无需物理部件即可获取所需的资讯。这些虚拟感测器整合到许多车辆部件中,包括轮胎、引擎和驾驶室。虚拟感测广泛应用于汽车应用,例如乘客热舒适度、轮胎压力监测系统、动力传动系统应用和弹簧质量状态估计。
  • 汽车产业严重依赖感测技术来实现安全、娱乐、交通管理、导航和引导等各种功能。随着我们迈向自动驾驶汽车,感测设备的使用预计会扩大。虽然汽车中的实体感测器价格高成本且不可靠,但虚拟感测器正在成为汽车製造商的一种经济高效的解决方案。这些虚拟感测器作为实体感测器的辅助安全措施,将在增强高级驾驶辅助系统 (ADAS) 和最终实现自动驾驶功能方面发挥关键作用。
  • 汽车产业对 ADAS 功能的需求不断增长预计将推动该领域的成长。全球多个政府正在实施各种政策,鼓励采用 ADAS 技术来确保车辆安全。此外,自动驾驶汽车的日益增长的趋势也有助于扩大市场。例如,英特尔预测,到 2030 年,全球汽车销售将超过 1.014 亿辆,而同年自动驾驶汽车将占汽车註册量的 12% 左右。
  • 此外,人工智慧(AI)已成为包括汽车产业在内的各个产业不可或缺的一部分。该领域的一项关键技术创新是 ADAS(高级驾驶辅助系统)的创建,旨在提高车辆安全性并在各种驾驶情况下为驾驶员提供协助。 ADAS 技术具有减少事故和促进道路安全的潜力,因此在德国、中国和印度等国家得到了越来越广泛的应用。 ASAD 技术的这些驱动因素可能会在市场上创造重大机会。

北美占据主要市场占有率

  • 随着对数位电子看板的需求不断增加,对高品质显示器的需求也不断增加。由于显示器、连接和监控领域的技术进步,数位电子看板在美国变得越来越流行。此外,由于采用率不断提高,显示面板的价格也大幅下降。
  • 教育机构正在其建筑物的迎宾区和大厅区域使用巨型显示器上的数位指示牌来向整个建筑物广播活动讯息。
  • 例如,2022 年 4 月,Visix 宣布威奇托州立大学为其 Metroplex 会议中心选择了 AxisTV Signage Suite数位电子看板系统,从而扩大了其高等教育计划组合。整个解决方案包括一个云端託管的CMS、三个奈米数位电子看板看板企业和十个电子纸室(E-Paper)标牌,可动态显示事件和会议。
  • 随着行销和推广策略的演变,广告主越来越青睐数位化推广而非传统行销,这使得美国和加拿大成为市场相关人员的热门目的地。数数位化指示牌由于其额外的好处,包括提高观众参与度、减少纸张消费量、透过更大的消费者影响力来增加销售额以及具有成本效益的广告,正在该地区被越来越多地采用。
  • 随着市场上的供应商透过伙伴关係不断创新解决方案,该地区正在发生许多发展。

Micro LED市场概览

microLED 市场高度分散。主要公司包括群创光电股份有限公司、Sony Corporation、LG Display、Aledia SA 和晶元光电股份有限公司。公司正在采取伙伴关係和收购等策略来扩大其产品供应并获得可持续的竞争优势。

  • 2024年1月,群创光电推出全球首款53吋QD色彩转换AM-Micro LED无缝拼接显示器,可采用无缝拼接模组技术组装成任意尺寸的显示器。该技术可满足市场对110至200英吋高品质、超宽、超高显示器日益增长的需求。无缝拼接解决方案的色彩饱和度和均匀性比 OLED 高出 1.07 倍。环境对比度也比 OLED 高出八倍。即使在正常照明条件下这也是可能的。
  • 2023 年 9 月SONY宣布推出 VERONA,这是一款新型 Crystal LED 显示器,旨在满足虚拟製作应用的需求。这款新显示器专为电影製作人量身定制,为相机内视觉特效应用带来高水准的品质和效率。

其他福利:

  • Excel 格式的市场预测 (ME) 表
  • 3个月的分析师支持

目录

第一章 引言

  • 研究假设和市场定义
  • 研究范围

第二章调查方法

第三章执行摘要

第四章 市场洞察

  • 市场概览
  • 产业价值链分析
  • 产业吸引力-波特五力分析
    • 供应商的议价能力
    • 买家/消费者的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争对手之间的竞争
  • COVID-19 和其他宏观经济因素对市场的影响

第五章市场动态

  • 市场驱动因素
    • 对更亮、更节能的显示器的需求不断增长
    • MicroLED 在家用电子电器中的应用不断扩展
  • 市场限制
    • 巨量转移是 MicroLED 商业化的瓶颈
    • 高成本且生产能力有限

第六章市场区隔

  • 按应用
    • 智慧型手錶
    • 近眼设备(AR 和 VR)
    • 电视机
    • 智慧型手机和平板电脑
    • 显示器和笔记型电脑
    • 抬头显示器
    • 数位电子看板
  • 按最终用户
    • 消费性电子产品
    • 航太与国防
    • 其他最终用户
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 世界其他地区

第七章竞争格局

  • Vendor Positioning Analysis
  • 公司简介
    • Innolux Corporation
    • Sony Corporation
    • LG Display Co. Ltd
    • Aledia SA
    • Epistar Corporation
    • Optovate Limited
    • Rohinni LLC
    • Samsung Electronics Co. Ltd
    • JBD Inc.
    • Plessey Semiconductors Limited
    • Ostendo Technologies Inc.
    • VueReal Inc.
    • Allos Semiconductors

第八章投资分析

第九章:未来趋势

简介目录
Product Code: 63606

The Micro LED Market size is estimated at USD 0.13 billion in 2025, and is expected to reach USD 2.53 billion by 2030, at a CAGR of 81.8% during the forecast period (2025-2030). In terms of shipment volume, the market is expected to grow from 0.03 million units in 2025 to 2.10 million units by 2030, at a CAGR of 132.5% during the forecast period (2025-2030).

Micro LED - Market - IMG1

Micro LED is a display technology that uses microscopic LEDs (light-emitting diodes) to create individual pixels. It offers high brightness, contrast, and energy efficiency. Micro LED displays are known for their potential to deliver superior picture quality and can be used in various applications, including TVs, monitors, and wearable devices.

Key Highlights

  • The micro LED market has grown significantly over the years. This is primarily due to the advancement of technologies such as AR/VR and the expansion of end-user industries across various regions. For instance, the transition toward 5G accelerates the demand for advanced mobile devices.
  • Micro LED technology provides advantages over LCDs and OLEDs in brightness, resolution, contrast ratio, energy consumption, lifetime, and thermal stability, opening new possibilities in the display industry.
  • In May of 2023, the world's leading provider of long-distance wireless power solutions, Wi-Charge, introduced the industry's most energy-efficient and high-performance wirelessly charged video display solutions for retailers, brands, and marketers to deliver directly to consumers at the point-of-sale (POS) on store shelves, in queue lines, and at restaurant tables. Wi-Charge developed the larger Wi-Spot 7", its new generation of video displays, which is available immediately in response to growing worldwide customer demand.
  • Micro LED technology has been making waves in the consumer electronics industry, promising significant advancements in display technology. With its unique features and advantages, micro LED can potentially disrupt how users experience visual content on various devices.
  • Micro LED technology has gained significant attention in recent years due to its potential for superior performance compared to other display technologies. Micro LEDs offer higher pixel density, lower power consumption, faster response time, higher luminance in direct sunlight, and wider viewing angles. These attributes make them suitable for various applications, including handheld devices and near-eye displays.
  • The COVID-19 pandemic delayed production, and some new projects in the industry were delayed as many companies temporarily closed their facilities and the supply chain was interrupted. New technological developments might be affected during the challenging time as well. LEDinside shares its insights toward Micro LED technology development in such global uncertainty. It points out that next-generation display technology might be a chance to move a step forward.

Micro LED Market Trends

Consumer Electronics to be the Largest End-user Industry

  • The increasing usage of digital twin technology in the transportation industry is expected to drive the demand for virtual sensors. Digital twins have emerged as the most recent technological phenomenon in the transportation sector. Implementing digital twins in supply chains is enhancing the efficiency of supply chain networks on both local and global scales. By utilizing the data, transportation companies are able to predict their operations with exceptional precision. Significantly, this innovative technology also aids in generating valuable insights to enhance corporate strategies.
  • Virtual sensors are increasingly becoming crucial for the automotive industry due to their wide variety of applications. The growing adoption of virtual sensors in the industry will enable the market to gain traction over the forecast period. Amidst this costly sensory inflation, the adoption of virtual sensors has become prevalent. Virtual sensors entail replacing a physical sensor with software embedded in the vehicle's electronic control unit. The objective is to acquire essential information without the need for a physical component. Numerous vehicle parts, including tires, engines, and cabins, are embedded with these virtual sensors. Virtual sensing is widely employed in automotive applications, such as passenger thermal comfort, tire pressure monitoring systems, powertrain applications, estimation of sprung mass state, and others.
  • The automotive sector depends significantly on sensing technology for various functions such as safety, entertainment, traffic management, navigation, and guidance. With the advancement toward autonomous vehicles, sensing device usage is expected to grow. Despite the high cost and occasional unreliability of physical sensors in vehicles, virtual sensors are emerging as a cost-effective solution for car makers. These virtual sensors serve as a secondary safety measure to physical sensors and play a crucial role in enhancing driver assistance systems (ADAS) and ultimately achieving autonomous driving capabilities.
  • The growing demand for ADAS features in the automotive industry is expected to drive the segment's growth. Several governments worldwide are implementing various measures to boost the adoption of ADAS technology to ensure vehicle safety. Furthermore, the increasing trend of autonomous or self-driving vehicles is also playing a role in the expansion of the market. As an illustration, Intel predicts that worldwide car sales will exceed 101.4 million units by 2030, with autonomous vehicles projected to make up approximately 12% of car registrations by the same year.
  • Furthermore, Artificial Intelligence (AI) has become vital in various industries, including the automotive sector. A significant innovation in this field is the creation of advanced driver assistance systems (ADAS), designed to enhance vehicle safety and assist drivers in different driving situations. The adoption of ADAS technology is increasing in countries such as Germany, China, and India, as it has the potential to reduce accidents and promote road safety. Such factors in boosting ASAD technology may present significant opportunities for the market.

North America to Hold Significant Market Share

  • The increasing demand for digital signage creates a need for high-quality displays. Digital signage is becoming popular in the United States with technological advancements in display, connectivity, and monitoring space. Furthermore, the increasing adoption has decreased the prices of display panels significantly.
  • Educational institutions are adopting digital signages for huge displays in the building's pre-function and lobby areas to broadcast building-wide event messaging, with directional navigation arrows to direct people to the appropriate conference rooms.
  • For instance, in April 2022, Visix Inc. expanded its portfolio of higher education projects by announcing that Wichita State University has chosen an AxisTV Signage Suite digital signage system for its Metroplex convention center. The entire solution includes a cloud-hosted CMS, three Nano digital signage players, and ten Electronic Paper Room (E-Paper) Signs, which dynamically display events and meetings as they happen.
  • As marketing and promotional strategies evolve, advertisers favor digitized promotion over traditional marketing, and the United States and Canada are popular destinations for market players. Other advantages of digitized signage, such as higher audience engagement, reduced paper consumption, increased sales due to improved consumer influence, and cost-effective advertising, drive their implementation in the region.
  • The region is witnessing various developments as vendors operating in the market are continuously innovating new solutions through partnerships.

Micro LED Market Overview

The micro LED market is highly fragmented. Some major players are Innolux Corporation, Sony Corporation, LG Display Co. Ltd, Aledia SA, and Epistar Corporation. Companies are adopting strategies such as partnerships and acquisitions to improve their product offerings and gain sustainable competitive advantage.

  • January 2024 - Innolux Corp (Innolux) introduced the world's first 53-inch QD color conversion AM-Micro LED seamless tiling displays that can be used to assemble displays of any size using seamless tiling module technology. This technology can meet the growing market demand for high-quality, ultra-wide, and ultra-tall displays measuring 110-200 inches in size. The seamless tiling solution offers high color saturation and color uniformity, which is 1.07 times higher than OLED. It also has a higher ambient contrast ratio, which is eight times higher than OLED. This, among other benefits, can be achieved even under normal lighting conditions.
  • September 2023 - Sony launched the VERONA, a new Crystal LED display built to meet the needs of virtual production applications. The new displays are tailored for filmmakers, bringing higher levels of quality and efficiency to in-camera VFX applications.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Value Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitutes
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand For Brighter and More Power-efficient Displays
    • 5.1.2 Increasing Applications of Micro-LED In Consumer Electronics
  • 5.2 Market Restraints
    • 5.2.1 Mass Transfer to be a Bottleneck for Commercialization of Micro LED
    • 5.2.2 High Cost of Manufacturing, Implementation and Limited Production Capacities

6 MARKET SEGMENTATION

  • 6.1 By Application
    • 6.1.1 Smartwatch
    • 6.1.2 Near-to-eye Devices (AR and VR)
    • 6.1.3 Television
    • 6.1.4 Smartphone and Tablet
    • 6.1.5 Monitor and Laptop
    • 6.1.6 Head-up Display
    • 6.1.7 Digital Signage
  • 6.2 By End User
    • 6.2.1 Consumer Electronics
    • 6.2.2 Automotive
    • 6.2.3 Aerospace and Defense
    • 6.2.4 Other End Users
  • 6.3 By Geography
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia-Pacific
    • 6.3.4 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Vendor Positioning Analysis
  • 7.2 Company Profiles
    • 7.2.1 Innolux Corporation
    • 7.2.2 Sony Corporation
    • 7.2.3 LG Display Co. Ltd
    • 7.2.4 Aledia SA
    • 7.2.5 Epistar Corporation
    • 7.2.6 Optovate Limited
    • 7.2.7 Rohinni LLC
    • 7.2.8 Samsung Electronics Co. Ltd
    • 7.2.9 JBD Inc.
    • 7.2.10 Plessey Semiconductors Limited
    • 7.2.11 Ostendo Technologies Inc.
    • 7.2.12 VueReal Inc.
    • 7.2.13 Allos Semiconductors

8 INVESTMENT ANALYSIS

9 FUTURE TRENDS