Micro LED市场趋势与技术成本分析：2023年

2023 Micro LED Market Trend and Technology Cost Analysis

出版日期: 2023年05月31日 | 出版商:

TrendForce | 英文 160 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

儘管主要用于智能手錶等可穿戴产品的 Micro LED 芯片预计在 2023 年仅产生 300 万美元的收入，但苹果在其新手錶中采用 Micro LED 显示屏的情况预计将继续。 2024 年激增至 1.72 亿美元，2025 年激增至 4.63 亿美元。

新款 Apple Watch 可能会鼓励其他品牌开发和普及 MicroLED 可穿戴设备。 2022年至2027年，可穿戴应用的Micro LED芯片市场规模预计将实现873%的复合年增长率。

本报告调查了 Micro LED 的市场和技术成本，总结了市场规模的变化和预测，按器件类型详细分析，技术路线图，主要产品的规格和成本分析，以及技术挑战的增加。

内容

第一章Micro LED自发光显示器：市场分析

Micro LED市场规模分析及预测：大型显示器
Micro LED 市场规模分析及预测：可穿戴显示器
Micro LED 市场规模分析与预测：头戴式设备
Micro LED市场规模分析及预测：车用显示
Micro LED 市场规模分析及预测：行动装置
Micro LED 市场规模分析及预测：IT 显示器
Micro LED 市场规模分析
Micro LED晶圆市场需求分析
Micro LED 市场路线图：AIDAS 模型

第二章Micro LED大屏：市场分析

Micro LED大屏规格及进展
Micro LED芯片良率及品牌目标
传质技术分析和趋势
- 库力克索法
- ASMPT
- 控制
- 信越化学
- 连贯
- 中风PAE
背板技术分析
三星 The Wall 系列：尺寸和分辨率
LTPS 分析：三星/LG/京东方製造分析
主动/被动矩阵分析
三星 89 英寸 4K P0.51 LED 视频墙/电视成本分析
LG 与 BOE Micro LED 视频墙/电视成本分析

第三章Micro LED穿戴式显示器：手錶市场分析

全球智能手錶出货量预测
智能手錶出货产品配置：Apple vs Samsung
Touch Taiwan: Micro LED 智能手錶 - AUO, PlayNitride, Innolux
Apple Watch 规格分析
Apple Micro LED 手錶：规格和成本分析
泰格豪雅 Micro LED 手錶：规格和成本分析
8英寸晶圆生产：优缺点分析
Micro LED 芯片：倒装/垂直芯片技术和应用市场

第 4 章 Micro LED 头戴式显示器：市场分析

AR/VR 规范分析
AR/VR 显示技术路线图
AR/VR 市场中的问题
AR/VR 微显示技术概述
AR/VR 微显示技术分析
Touch Taiwan：Micro LED透明AR眼镜 - PlayNitride□Sitan
AR：Micro LED 製造工艺
Micro LED设备及製程升级
外延：基板材料和尺寸选项
芯片：2D/3D 结构分析
键合：温度、应力和精度是重要的技术因素
键合：CTE 不匹配
绑定：大小不匹配问题
全彩微显示技术
InGaN 红光技术
红光困境：InGaN 还是 AlInGaP？
全彩显示：QD 颜色转换优缺点分析
全彩显示：RGB 垂直堆迭
LCOS：光引擎的小型化
LBS：生态系统和光引擎小型化
微型 OLED：提高 PPI 和亮度

第五章Micro LED车载显示：市场分析

车载显示技术概览
HUD 市场出货量 - 产品与区域市场分析
HUD 产品规格和价格分析
AR-HUD 技术分析
AR-HUD OEM 供应炼和产品规格分析
HUD 市场价值链分析
Micro LED透明显示屏
Touch Taiwan: Micro LED透明显示- PlayNitride□AUO
Micro LED透明显示成本分析
Micro LED 车用显示应用概览

简介目录

(New Arrival) Micro LED Report- The Rise of Micro LED Smartwatches: Wearable Chip Revenue to Hit USD 463 Million in 2025

As TrendForce specifies in its latest report "TrendForce 2023 Micro LED Market Trend and Technology Cost Analysis", although revenue from Micro LED chips installed in wearables (mainly smartwatches) are estimated to be only USD 3 million in 2023, the number will skyrocket to USD 172 million and USD 463 million in 2024 and 2025, respectively, as Apple starts to adopt Micro LED displays for its new watches. The new Apple Watch will likely prompt other brands to develop and promote Micro LED wearables. Micro LED chip market value from wearable application is forecasted to achieve a whopping 873% CAGR between 2022 and 2027.

The Apple Watch Ultra rolled out in late 2022 indicates that the tech giant is surely focusing on Micro LED smartwatches. Despite the continued use of OLED screens, the Ultra lineup has raised the level of three crucial indicators for wearables, namely brightness (from 1,000 nits to 2,000 nits), size (from 1.77 inches [45mm] to 1.93 inches [49mm]), and entry price (from the previous $399 to $799 now), marking a milestone of this generation. The doubled brightness represents the company's preparation for Micro LED with high brightness nature. The enlarged size (2.12 inches) signifies an attempt to test users' reaction. Positioned as a top-level product, the Micro LED watch will cost more for certain, prompting Apple to announce high-end products and redefine price expectations among consumers. In short, the Ultra series represents Apple's multi-aspect attempt to "test the water" for market development before debuting its Micro LED products.

Wearables also play a crucial role in the development of Micro LED supply chains. Among Apple's chip suppliers, for example, Japan-based Nichia and Taiwan-based Epistar jointly serve as an alternative supplier list candidate in addition to ams OSRAM-a leading European chip manufacturer that is closely tied with Apple. The development of smartwatches has encouraged more chip manufacturers to enter the market. The resultant healthy competition enables the Micro LED cost to be reduced quickly and helps breakthrough the status quo that panel supply is heavily concentrated in Asia (i.e., LCD and OLED), making Micro LED a new market which LED companies worldwide have been striving to develop.

TrendForce holds that the debut of Micro LED wearables is an important turning point for Micro LED mass production. A smartwatch often comes with a resolution of around 200,000 pixels-an equivalent of 700,000-800,000 LEDs on the 2-inch screen of each device. Because of a low diode number and small display size, requirements of mass transfer for smartwatches are relatively low. Therefore, wearables are definitely a suitable application for manufacturers in attempt to mass produce Micro LEDs as display panels. In the Micro LED industry, wearables will become a critical application for businesses to generate solid market demand in the coming years.

Chapter I. Micro LED Self-Emitting Display Market Analysis

2023-2027 Micro LED Market Scale Analysis- Large-Sized Displays
2023-2027 Micro LED Market Scale Analysis- Wearable Displays
2023-2027 Micro LED Market Scale Analysis- Head-mounted Devices
2023-2027 Micro LED Market Scale Analysis- Automotive Displays
2023-2027 Micro LED Market Value Analysis- Mobile Devices
2023-2027 Micro LED Market Value Analysis- IT Displays
2023-2027 Micro LED Market Value Analysis
2023-2027 Micro LED Wafer Market Demand Analysis
Micro LED Market Roadmap- AIDAS Model

Chapter II. Micro LED Large-sized Display Market Analysis

2023 Micro LED Large-sized Display Specification and Progress
Micro LED Chip Yield and Brand Target
Mass Transfer Technology Analysis and Trend
- Kulicke & Soffa
- ASMPT
- Contrel
- Shin-Etsu Chemical
- Coherent
- Stroke PAE
Backplane Technology Analysis
Samsung The Wall Series- Size and Resolution
LTPS (Side Wiring) Analysis- Samsung / LG / BOE Manufacturing Analysis
Active / Passive Matrix Analysis
Samsung 89-inch 4K P0.51 LED Video Wall / TV Cost Analysis
LG vs. BOE Micro LED Video Wall / TV Cost Analysis