Mini LED BLU显示器：最新趋势分析（2024年）

2024 New Mini LED BLU Display Trend Analysis

出版日期: 2023年10月31日 | 出版商:

TrendForce | 英文 153 Pages | 商品交期: 最快1-2个工作天内

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简介目录

由于CE产品需求下降，预计2023年Mini LED产品出货量将减少至13,337,000颗。不过，市场将在2024年復苏，出货量达到13,792,000台，预计这种成长趋势将持续到2027年。此外，预计2027年出货量将达到31,453,000台，2023年至2027年复合年增长率约为23.9%。

Mini LED电视前景看好，出货量预计将持续成长。预计2024年出货量将达621万台，较上年成长53.5%。此外，预计2023年至2027年的复合年增长率约为56.7%，到2027年出货量预计将达到2,440万台，约占电视市场总量的12.1%。

IT用Mini LED显示器预计出货量为29.6万台。由于显示器有多种外形尺寸，例如 COB 和 POB，因此成本结构更加灵活。待OLED显示器市场逐渐饱和以及Mini LED成本持续下降后，Mini LED显示器预计在2026年至2027年进入成长期，2027年市场渗透率将大幅提升，预计约3.1 %。

本报告调查了全球Mini LED BLU显示器市场，提供了配备Mini LED BLU的产品的需求、出货量和渗透率、Mini LED BLU的技术趋势和市场动态以及应用（TV、IT、汽车、 VR产品）。）总结了详细分析、主要公司的举措、成长前景等。

Mini LED BLU TV出货量及渗透率
Mini LED BLU 的类型以及电视 LED 的需求
Mini LED BLU显示器出货量及渗透率
Mini LED BLU 的类型以及显示器 LED 的需求
Mini LED BLU NB出货量及渗透率
Mini LED BLU类型及NB对LED的需求
Mini LED BLU平板电脑出货量及渗透率
Mini LED BLU 类型和平板电脑 LED 需求
Mini LED BLU VR耳机出货量及渗透率
Mini LED BLU 类型和 VR 耳机的 LED 需求
Mini LED BLU在CE产品应用上的渗透率
CE产品应用Mini LED BLU出货量
Mini LED BLU 所需的 LED (COB) 数量

第二章 Mini LED BLU技术趋势及市场动态

Mini LED背光市场供应链
晶片製造商资本配置
LED晶片厂商：HC SemiTek
LED晶片生产厂商: San'an
中游企业资本布局
设备公司：HOSON
LED封装公司：Everlight
LED封装公司：Lextar
LED封装公司：Hongli
LED封装公司：MTC
LED封装公司：Nationstar
LED封装公司：Refond
LED封装公司：APT Electronic
LED封装公司：Jufei
LED玻璃基板製造商：WG Tech
LED模组公司：SmileLighting
LED模组公司：MLED
LED模组公司：Longli
申请公司：BOE
申请公司：TCL
TCL X11G Max：规格分析
申请公司：Tianma
应用公司：Hisense
POB/COB/COG技术分析
COB製程及技术成熟度分析
PCB板分析

第三章 Mini LED背光电视及OLED市场发展

充满活力的品牌景观：Mini LEDTV
Mini LEDTV概述
Mini LED背光电视趋势分析
下一代Mini LED背光/OLED电视市场：数量
下一代Mini LED背光/OLED电视市场：价格差异
各品牌Mini LED BLU TV出货量
Samsung VD：液晶电视面板采购策略转变
Samsung VD：电视产品组合细分
OLED 电视市场占有率：依品牌分类
65吋4K电视面板：各种显示技术的成本比较
全球电视出货量预测
OLED和QLED电视出货量预测
面板价格比较：55吋LCD Open Cell vs OLED
面板价格比较：55吋LCD Open Cell vs OLED
白光OLED：技术开发与结构最佳化
QD OLED：技术开发与结构优化

第四章 IT产业Mini LED背光及OLED市场发展

品牌动态：Mini LED MNT/NB
Mini LED MNT概述
Mini LED背光MNT趋势分析
下一代Mini LED背光/OLED MNT市场：数量
下一代Mini LED背光/OLED MNT市场：价格差异
中国COG Mini LED背光MNT规格/价格分析
每个品牌的 Mini LED BLU 显示器出货数量
World Monitor/AIO设定出货预测
OLED显示器出货量预测
OLED显示器类型和尺寸分布
4K MNT面板：与各种显示技术的成本比较
Mini LED NB概述
Mini LED背光NB趋势分析
次世代Mini LED背光/OLED NB市场：数量
次世代Mini LED背光/OLED NB市场：价差
各品牌Mini LED BLU笔记型电脑出货量
全球笔记型电脑出货量预测
Apple 的 MacBook、iPad 和 iMac 显示技术计划
FHD NB面板：各种显示技术的成本比较
OLED NB渗透率预测
OLED笔记型电脑渗透率：依品牌划分
下一代Mini LED背光/OLED平板电脑市场：数量
下一代Mini LED背光/OLED平板市场：价格差异
平板电脑面板成本比较：依各种显示技术
印度下一代Mini LED背光/OLED显示器分析：按数量
印度下一代Mini LED背光/OLED显示器分析：价格差异
巴西下一代 Mini LED 背光/OLED 显示器分析：按数量
巴西下一代Mini LED背光/OLED显示器分析：价格差异
新AMOLED晶圆厂投资计划
AMOLED能力和产品计划
OLED新技术在IT应用的应用：eLEAP
面向 IT 应用的新型 OLED 技术：Tandem
OLED NB面板标记能力分析

第五章车用显示Mini LED背光市场发展

智慧座舱趋势
汽车显示技术概述
汽车显示背光分析
Mini LED/HDR 汽车显示器：规格和供应链
Mini LED/HDR 车载显示器时间表和规格
NIO ET7/ET5/ES7车载显示器：规格与成本分析
Roewe RX5车载显示器：规格与成本分析
Cadillac LYRIQ 车载显示器：规格和成本分析
汽车显示器成本分析：边缘式/直下式
汽车背光源LED规格分析
汽车背光LED产品：规格与价格分析
车用显示器用Mini LED/HDR：驱动IC规格分析
汽车显示供应链流程分析
HUD 市场出货量：产品与区域市场分析
HUD市场出货量：产品技术分析
HUD公司市占率分析
HUD产品规格及价格分析
HUD产品价格分析
AR-HUD技术分析
3D AR-HUD产品趋势
AR-HUD OEM供应链与产品规格分析
HUD市场价值链分析

第六章头戴式VR显示器Mini LED背光市场发展

VR产品分析：Oculus Quest Pro
VR产品分析：SonyPlayStation VR 2
VR产品分析：HTC VIVE Focus 3/Pico 4 Pro

简介目录

TrendForce's "2024 New Mini LED BLU Display Trend Analysis" report reveals that due to declining demand in consumer electronics, shipments of Mini LED products are expected to decrease to 13.337 million units in 2023. However, the market is projected to rebound in 2024, with shipments estimated at 13.792 million units, and the growth trend is expected to continue through 2027. This decline is part of a larger trend of decreasing prices for Mini LED products, setting the stage for sustained growth in shipments. The report predicts that by 2027, shipments could reach as high as 31.453 million units, with a CAGR of approximately 23.9% from 2023 to 2027.

In the television sector, despite the robust increase in LCD panel prices and the continued high depreciation costs of OLED products, Mini LED component prices are on a downward trend. Now, apart from the relatively small-scale and still early-stage glass-based Mini LEDs, the costs of various other Mini LED TV panels are lower than those of White OLED and QD OLED. Thus, TrendForce maintains that Mini LEDs remain the most effective and optimal solution for enhancing contrast. Against this backdrop, the forecast for Mini LED TVs is positive, with an expected continuous growth in shipment volumes. Shipments are projected to reach 6.21 million units by 2024, marking a 53.5% YoY increase. Moving forward to 2027, shipment volumes are projected to hit 24.4 million units, capturing roughly 12.1% of the overall TV market. The CAGR for this segment from 2023 to 2027 is projected to be around 56.7%.

In IT applications, Mini LED monitor shipments are estimated at 296,000 units in 2023. Due to the diverse range of form factors available for monitors, including COB and POB, the cost structure is more flexible. After the market for OLED monitors gradually saturates and the costs of Mini LEDs continue to decrease, Mini LED monitors are expected to enter a growth phase between 2026 and 2027, with a significant increase in market penetration expected by 2027, estimated at around 3.1%.

Notably, as RGB OLED continues to expand, both Mini LED tablets and notebooks are facing potential threats and both applications are expected to reach an inflection point this year. The shipment volume for Mini LED notebooks is estimated to decrease by approximately 39% YoY. Meanwhile, with the 12.9-inch iPad Pro expected to be discontinued in 2024, the shipment volume of Mini LED tablets is expected to decrease by about 15.6% YoY, making these two the only applications expected to decline.

For the automotive market, even though inflation in Europe and the US is slowing down in 2023, the global economy remains weak. Automakers are stimulating demand through price reductions, inadvertently leading to a price war across the entire automotive market. However, the adoption of Mini LEDs in automotive displays is gradually expanding. With the development of smart cockpits, there is a trend towards a higher-end upgrade of in-car screens.

TrendForce investigations reveal that automakers, including BMW, Mercedes-Benz, Volvo, NIO, Roewe, and Li Auto are actively entering the Mini LED automotive display market. Mini LED COB technology, which uses blue LED combined with QD/phosphor, will compete with Mini LED POB/OLED display technology in the automotive display market.

Chapter 1. Global Lighting Market Trend

2023-2027 Shipment and Penetration Rate for Mini LED BLU TVs
2023-2027 Mini LED BLU Types and LED Demand for TVs
2023-2027 Shipment and Penetration Rate for Mini LED BLU Monitors
2023-2027 Mini LED BLU Types and LED Demand for Monitors
2023-2027 Shipment and Penetration Rate for Mini LED BLU NBs
2023-2027 Mini LED BLU Types and LED Demand for NBs
2023-2027 Shipment and Penetration Rate for Mini LED BLU Tablets
2023-2027 Mini LED BLU Types and LED Demand for Tablets
2023-2027 Shipment and Penetration Rate for Mini LED BLU VR Headsets
2023-2027 Mini LED BLU Types and LED Demand for VR Headsets
Penetration Rates of Mini LED BLUs in Consumer Electronics Applications
Shipments of Mini LED BLUs in Consumer Electronics Applications
Quantity Demanded of LED (COB) for Mini LED BLU Applications

Chapter 2. Mini LED BLU Technology Trends and Market Dynamics

Supply Chain Of Mini LED Backlight Market
Capital Distributions among Chip Manufacturers
LED Chip Manufacturers: HC SemiTek
LED Chip Manufacturers: San'an
Midstream Player' Capital Layout
Equipment Player: HOSON
LED Package Player: Everlight
LED Package Player: Lextar
LED Package Player: Hongli
LED Package Player: MTC
LED Package Player: Nationstar
LED Package Player: Refond
LED Package Player: APT Electronic
LED Package Player: Jufei
LED Glass Substrate Manufacturers: WG Tech
LED Module Player : SmileLighting
LED Module Player : MLED
LED Module Player : Longli
Application Player: BOE
Application Player: TCL
TCL X11G Max: Specs analysis
Application Player: Tianma
Application Player: Hisense
Analysis Of POB / COB / COG Technology
COB Process & Technology Maturity Analysis
Analysis Of PCB Substrate

Chapter 3. Development of the TV Application Market for Mini LED Backlight and OLED

Brand Landscape Dynamic: Mini LED TV
Mini LED TV Overview
Trend Analysis of Mini LED Backlight TV
Analysis of Next-gen Mini LED-backlit/OLED TVs in Each Market by Quantity
Analysis of Next-gen Mini LED-backlit/OLED TVs in Each Market by Price Difference
2022-2023 Shipments of Mini LED BLU TVs among Brands
Samsung VD's Strategy Shift for Sources of LCD TV Panel Procurement
A Breakdown of Samsung VD's TV Portfolio in 2023
2022-2023 OLED TV Market Share by Brands
65" 4K TV Panels Cost Comparison with Different Display Technologies
2023-2028 Estimates of Global TV Shipments
2023-2027 Shipment Estimates for OLED and QLED TVs
Panel price comparison: 55" LCD Open Cell VS. OLED
Panel price comparison: 55" LCD Open Cell VS. OLED
White OLED: Technological Development and Structural Optimization
QD OLED: Technological Development and Structural Optimization

Chapter 4. Development of the IT Application Market for Mini LED Backlight and OLED

Brand Landscape Dynamic: Mini LED MNT/NB
Mini LED MNT Overview
Trend Analysis of Mini LED Backlight MNT
Analysis of Next-gen Mini LED-backlit/OLED MNTs in Each Market by Quantity
Analysis of Next-gen Mini LED-backlit/OLED MNTs in Each Market by Price Difference
Specs/Price Analysis of COG Mini LED-backlit MNTs in China
2022-2023 Shipments of Mini LED BLU Monitors among Brands
2023-2027 Global Monitor/AIO Set Shipment Forecast
2022-2025 OLED Monitor Shipment Forecast
OLED Monitor Type and Size Distribution
31.5" 4K MNT Panels Cost Comparison with Different Display Technologies
Mini LED NB Overview
Trend Analysis of Mini LED Backlight NB
Analysis of Next-gen Mini LED-backlit/OLED NBs in Each Market by Quantity
Analysis of Next-gen Mini LED-backlit/OLED NBs in Each Market by Price Difference
2022-2023 Shipments of Mini LED BLU Notebooks among Brands
2023-2026 Global Notebook PC Shipment Forecast
Apple's Display Technology Plan for MacBook, iPad, and iMac
15.6" FHD NB Panels Cost Comparison with Different Display Technologies
2022-2024 OLED NB Penetration Rate Forecast
2023 OLED Notebook Penetration Rate by Brands
Analysis of Next-gen Mini LED-backlit/OLED Tablets in Each Market by Quantity
Analysis of Next-gen Mini LED-backlit/OLED Tablets in Each Market by Price Difference
12.9" Tablet Panels Cost Comparison with Different Display Technologies
Analysis of Next-gen Mini LED-backlit/OLED Displays in India by Quantity
Analysis of Next-gen Mini LED-backlit/OLED Displays in India by Price Difference
Analysis of Next-gen Mini LED-backlit/OLED Displays in Brazil by Quantity
Analysis of Next-gen Mini LED-backlit/OLED Displays in Brazil by Price Difference
New AMOLED Fab Investment Plan
AMOLED Capacity and Product Planning
New OLED Technology in IT applications - eLEAP
New OLED Technology in IT applications - Tandem
Panel Marker Ability Analysis for OLED NB