市场调查报告书
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Mini LED背光显示器趋势,OLED技术的竞争的分析(2025年)2025 Mini LED Backlight Display Trend and OLED Technology Competition Analysis |
搭载Mini LED背光源的液晶面板出货量在各个细分领域都在增加,与OLED的对抗在所难免。在大、中、小面板的各种应用中,Mini LED背光的优势正在被OLED牺牲,反之亦然,这是一场零和游戏。有趣的是,这并不是科技发展史上常见的典型单向替代模式。相反,这两种技术都有自己的优点和缺点,并且彼此之间存在着密切的竞争。
2024年Mini LED背光电视市场将呈现显着成长,但品牌投资Mini LED背光技术的热情却较低,部分原因是OLED技术在IT市场的利多影响。 TrendForce预计,2024年各类应用的总出货量将为1,270万台,较2023年下降5%。
Mini LED 在电视、汽车和未来 MNT 市场上比 OLED 更具优势。虽然Mini LED背光电视节省的成本显着,但OLED技术在大型电视市场的实力有限。为了加强产品差异化、增加品牌竞争力,Mini LED背光技术是升级产品规格的合适解决方案。从长远来看,这一趋势也将对MNT市场产生正面影响,成为提高MNT渗透率的推动因素。在汽车市场,Mini LED背光在可靠性方面具有优势,出货量占有率高于OLED。
不过,在笔记型电脑、平板电脑和VR领域,Mini LED的竞争力不如OLED。苹果在其NB和平板电脑产品中采用OLED将改变整体市场格局,导致Mini LED背光技术在这两个应用领域的渗透率持续下降。
2024年Mini LED背光最大的变化是解决方案逐渐成熟,从上游到下游各细分领域的厂商对于如何降低成本已经达成共识。全产业共识将加速产品标准化,鼓励供应商规模化,进一步提高成本竞争力。由此,Mini LED背光发展的最大障碍可望被消除。
2024年,Mini LED背光电视预计出货量为642万台。中国品牌製造商正在主导市场。随着Mini LED背光供应链的完善以及企业逐步实施成本降低策略,全球出货量将较2023年成长59%,呈现强劲成长。
OLED有77吋、83吋70至80吋显示器等产品,但其在G8.5生产中的成本竞争力较低,并且在超大尺寸和灵活布局方面无法赶上LCD。由于供应相对集中、面板价格不灵活、品牌策略不断变化以及经济切割尺寸集中在55英寸和65英寸,OLED将无法像LED背光电视那样实现理想的市场细分。因此,就2024年总出货量而言,Mini LED背光电视有望史上首次超越OLED电视。
长期来看,Mini LED背光电视的定价仍将低于OLED电视,部分产品将与高阶液晶显示器价格重迭,进一步提高Mini LED产品的渗透率。
在本报告中,我们对Mini LED背光显示产业进行了研究和分析,提供了出货量和渗透率、技术发展趋势以及电视、IT和汽车三大市场发展趋势的预测。
With expanded shipments of LCD panels engineered with Mini LED backlight for various segments, the confrontation with OLED is inevitable. In various application across large, medium, and small panels, it has become a zero-sum game: gains for Mini LED backlight come at the expense of OLED, and vice versa. Interestingly, this is not the typical one-way replacement mode usually seen in the history of technological development. Instead, both technologies have their own strengths and weaknesses, competing closely with each other.
Although the Mini LED backlight TV market makes a significant increase in 2024, the positive impact of OLED technology in the IT market has also suppressed the enthusiasm of brands in investing in Mini LED backlight technology. TrendForce estimates that the total shipment of each application will be 12.7Mpcs in 2024, a decrease of 5% compared to 2023.
In the TV, automotive, and future MNT markets, Mini LED holds more advantages over OLED. The cost reduction effect of Mini LED backlight TV is significant, while OLED technology shows limited strength in the large-sized TV market. To enhance product differentiation and increase brand competitiveness, Mini LED backlight technology is the preferred solution for upgrading product specifications. In the long term, this trend will also have a positive impact on the MNT market, driving an increase in its penetration rate. In the automotive market, Mini LED backlight have won the reliability advantage, resulting in a higher share of shipments than OLED.
However, in the NB , Tablet, and VR sectors, Mini LED is not as competitive as OLED.Apple's embrace of OLED for NB and Tablet products will change the entire market landscape, leading to a continuous reduction in the penetration rate of Mini LED backlight technology in these two application areas.
The biggest change in Mini LED backlight in 2024 is that the solutions are gradually becoming more mature, and manufacturers throughout the upstream and downstream segments have reached a consensus on ways to reduce costs. This chapter explores the cost reduction strategies that the industry is focusing on, including various strategies related to PCB, LED chips, driver IC, and process materials. The industry-wide consensus helps accelerate the standardization of products, which encourages suppliers to boldly scale up and further enhance cost competitiveness. As a result, the biggest obstacle to the development of Mini LED backlight is expected to be removed. According to TrendForce's analysis, cost reduction strategies for Mini LED that have achieved high consensus are as follows:
This chapter also discusses how, under the significant cost reduction pressure from Mini LED players, OLED manufacturers are advancing their technology to make their solutions increasingly refined, thereby defending against the threat posed by Mini LED.
From this chapter to Chapter 5, we will analyze the development trends of Mini LED backlight in the three major markets: TV, IT, and automotive.
In 2024, the estimated shipment of Mini LED backlight TV is 6,420K units. Chinese brand manufacturers have gained dominance in the market. With the improvement of the Mini LED backlight supply chain and the gradual implementation of cost reduction strategies by various companies, there has been significant growth, with global shipments increasing by 59% compared to 2023.
Although OLED has products such as 77-inch and 83-inch displays for the 70-80 inch range, its cost competitiveness in G8.5 production is poor, leading to OLED's inability to keep up with LCD in flexible layouts for extra-large sizes.Given the relatively concentrated supply, inflexible panel prices, changes in branding strategy, and the concentration of economic cutting size at 55 and 65 inches, OLED cannot achieve desirable market segmentation like Mini LED backlight TV through a diversified coverage strategy. Therefore, for the first time in history, Mini LED backlight TV will surpass OLED TV in total shipments for 2024.
From a long-term perspective, the pricing of Mini LED backlight TVs is expected to remain lower than that of OLED TVs, with some products even overlapping in pricing with high-end LCD, further increasing the penetration rate of Mini LED products.
Shipment of Mini LED backlight MNT in 2024 is estimated to be 347K units, which is only a 48% growth rate compared to 2023, lower than initially expected. This is mainly because of the positive response to OLED technology in the high-end market, leading brands to invest more actively in OLED product lines, resulting in Samsung's market share shrinking to 46%. However, Chinese brands continue to enter the mid-to-low-end market, but due their limited recognition and promotion efforts, benefits are limited.
Chinese brands such as Taidu and Titan Army continue to advance the specifications of
OLED MNT are currently in high demand and are almost a standard configuration product for all brands targeting the high-end market.In 2024, the supply capacity of OLED MNT will double compared to 2023. SDC's QD OLED, accounting for 75%, remains mainstream, while LGD's WOLED supply scale is also gradually increasing.Due to the strong demand, the supply of OLED MNT panels is expected to climb to 2.4 million pieces in 2025, with CSOT also joining the supply ranks.With the increasing availability of OLED MNT panels, the willingness of brands to adopt Mini LED backlight will also be correspondingly weakened.Brands almost universally allocate their high-end MNT resources to the promotion of OLED, causing a significant crowding-out effect on similarly positioned Mini LED backlight products.
In the long run, we still have faith in the development of Mini LED applications in the IT sector. As the shipments of Mini LED backlight TV increase, the cost reduction benefits are expected to extend to MNT applications, once again demonstrating the strategic advantage of diversified coverage for Mini LED products. Mini LED could overcome the current situation where high-end MNT products are primarily confined to the gaming market.
The rest of this chapter includes analyses of the price differences between Mini LED backlight and OLED products in the NB market, as well as shipment analysis. In addition to analyzing product specifications in the major markets, namely the US, Europe, and China, this report also offers insights into India and Brazil by analyzing the models available and the local price trends of new Mini LED backlight and OLED displays.
With the trend towards digitalization in smart cockpit, automotive displays have become a crucial interface for connecting vehicles and driver interaction. Automotive displays include instrument clusters, central displays, rear view mirrors, HUD, rear-seat entertainment applications, and more. With an increasing number of vehicles incorporating a variety of automotive display products, larger sizes, wider aspect ratios, more displays, and freer placement methods are becoming the development direction for in-car displays. Additionally, the continuous improvement of performance parameters such as High Dynamic Range (HDR), Local Dimming, Wide Color Gamut, etc., coupled with the increasing demand for automotive displays, indicates a sustained rapid growth trend in the automotive display market.According to TrendForce analysis, the shipment of automotive display panels is expected to reach 257 million units in 2028. Mini LED displays will reap the benefits, with a penetration rate of 5.9%, surpassing OLED's 4.1%.
As Mini LED backlight products gradually enter the mass production stage, there have been significant changes in the list of highly active manufacturers. Different players have bet on various technologies and product solutions. By 2024, mainstream technologies and solutions become clear throughout the market. Manufacturers who have made the right bets are now enjoying the winners' dividends and returns, while those who missed out are gearing up for another round of intense investments.
This chapter outlines the main supply chain for the Mini LED backlight market, focusing on the dynamics of leading manufacturers in chips, driver IC, transfer equipment, packaging and modules, and applications regarding their products, technologies, revenues, and supply chain activities in the Mini LED sector.
Compared to the conventional backlight, Mini LED backlight represents a major technological innovation, bringing significant changes to the industry landscape. Conventional backlight supply chain companies have strong first-mover advantages and incumbent benefits. However, new players are also fully benefiting from these changes, breaking the previous monopoly and rising to prominence. By 2024, powerful players have begun to take center stage in the industry arena.
In this report, we have added the analyses of niche businesses benefiting from Mini LED backlight, such as Aucksun, HYASiC, X-Signal Integrated, APT Electronics, Core Photoelectric Technology, HGC, COREACH, and ESPACE. We have also added an analysis focusing on the current development of WG Tech, a company with a comprehensive presence in LED glass substrates manufacturing.