Micro LED市场趋势、技术与成本分析（2024年）

2024 Micro LED Market Trend and Technology Cost Analysis

出版日期: 2024年05月31日 | 出版商:

TrendForce | 英文 | 商品交期: 最快1-2个工作天内

价格

简介目录

TrendForce 公布Micro LED 晶片市场规模预估 2028 年达 5.8 亿美元，聚焦头戴式装置 (HMD) 及车用应用

2024 年 6 月 3 日：透过小型化 LED 晶片来降低成本的努力正在取得进展。LGE□BOE□Vistar等公司持续投资大尺寸显示器应用，友达则专注于开发智慧手錶产品。对头戴式设备和新型车辆显示应用的需求也在增加。根据TrendForce分析，2028年Micro LED晶片市场产值预计将达5.8亿美元，2023年至2028年年复合成长率为84%。

Micro LED产业面临的课题

无法降低成本和技术问题是苹果停产Micro LED手錶的主要原因。因此，生产流程的持续最佳化对于Micro LED产业的发展至关重要。巨量转移技术的发展预计将从单一技术转向复合技术，例如将雷射转移和印章转移相结合，并具有无摩擦黏合能力的转移解决方案的潜力。

检查和修復製程对于提高 Micro LED 的产量和降低成本至关重要。目前的电气测试方法正在改进，重点是精密探针卡和非接触式测试。这些进步不仅引领了电气检测的发展，也为设备製造商带来了庞大的商机。

Apple Watch 取消后，晶片供应商艾迈斯半导体欧司朗 (OSRAM) 正在考虑出售其位于马来西亚的 8 吋工厂。如果买家是目前MicroLED供应链内的公司，则可能对该行业的技术发展和成本结构优化产生积极影响。考虑到技术路线和目标市场的变化，开发8吋SiC功率半导体的中国化合物半导体製造商也是潜在买家。这将使他们能够扩展到国际市场，并为晶片製造商提供提高获利能力的方法。

Micro LED 产业机会

与微型 OLED 等竞争技术相比，Micro LED（超小型 LED）具有明显的优势。在需要光引擎、高亮度、小体积的AR眼镜中，Micro LED光引擎目前已经实现了小于0.2cc的尺寸。 Micro LED的亮度等级为35万尼特，适合高亮度、全天候、全场景辨识。此外，人工智慧辅助工具的快速发展预计将在未来一到两年内推动对采用 Micro LED 显示器的 AR 眼镜的需求。

在汽车领域，显示器不需要极高的PPI，但需要更高的对比和可靠性。高亮度、高对比度、宽色域和快速响应的Micro-LED技术可以透过独特的形状、曲线、灵活性和回馈来整合到智慧座舱显示解决方案中，从而增强驾驶体验。这为 Micro LED 带来了潜在的应用，包括 AR-HUD 和 P-HUDS 等车载场景，以及使用透明显示器的车窗创新显示技术。

在本报告中，我们分析了全球Micro LED的近期市场和技术趋势，并概述了整体市场规模趋势、各细分市场的技术发展进展、当前的技术问题以及重点企业的发展趋势。正在调查个人资料和最新情况。

Micro LED市场规模分析（2024-2028）：大型显示器
Micro LED市场规模比较（2024-2028）：大型显示器
Micro LED 市场规模分析（2024-2028）：穿戴式显示器
Micro LED市场规模比较（2024-2028）：穿戴式显示器
Micro LED市场规模分析（2024-2028）：头戴式显示器
Micro LED市场规模比较（2024-2028）：头戴式显示器
Micro LED 市场规模分析（2024-2028 年）：汽车显示器
Micro LED市场规模比较（2024-2028）：车用显示
Micro LED 市场规模比较（2024-2028 年）：行动装置/IT 显示器
市场规模分析（价值基础，2024-2028 年）
Micro LED 市占率变化分析：依应用分类（2024 年）
晶圆市场需求分析（2024-2028）

第二章Micro LED技术发展

Micro LED传质技术的发展
- Micro LED TFT背板技术发展
- 质传技术的发展
- 雷射转移
- 接触式转帐与非接触式转账
- 质传技术：复杂的物理机制
- 质传技术：复杂的转移过程
- 巨量转移技术：LGE 的 MDSAT 转移技术
- 质传技术：影响LED运动速度的因素分析
- 质传技术：影响质传效率的因素分析
- 质传技术发展概述
Micro LED检测技术的发展
- Micro LED 检测方法概述
- Micro LED 电气检测解决方案
- 高精度探针卡接触电气测试：NanoEx
- 非接触式电气测试：Top Engineering

第三章Micro LED大显示市场分析

Micro/Mini LED（COG方式）视讯墙规格及进展（2024年）
Micro/Mini LED（COG方式）视讯墙规格及进展（2024年）
Micro LED显示器製造分析
6吋Micro LED（COC方式）价格趋势（2021-2028）
Micro LED晶片良率及品牌目标
Micro LED晶片良率及品牌目标
Samsung/AUO的LTPS驱动：框架分析
在拼接显示器中路由 DDI 连接
侧边走线技术
COG（侧边布线）技术问题分析/公司侧路线图
TGV（玻璃通孔）技术分析
TGV解决方案提供者：康宁

第四章Micro LED穿戴显示器市场分析

Apple Micro LED 手錶规格与成本分析
Micro LED手錶的製造分析
Apple Micro LED Watch 的製造问题分析
Apple取消 Micro LED 项目
Apple Watch 计画取消对产业的影响
ams OSRAM马来西亚8吋工厂：状况分析
AUO：圆形Micro LED显示面板方案
Touch Taiwan Micro LED
Tag Heuer Micro LED 手錶规格与成本分析

第五章车用Micro LED显示市场分析

汽车显示器面临的课题：太阳能电池的负载
HUD 产品规格分析（2024 年）
HUD 产品价格分析（2023-2024 年）
AR-HUD技术分析
AR-HUD的技术障碍
全景平视显示器（P-HUD）与透明显示器
Micro LED 汽车显示器概述：亮度
车用Micro LED透明显示器成本分析（2024年）
汽车显示器面临的课题：安全与环保

第六章Micro LED企业最新动向

Micro LED产业：资本投资、併购、联盟、合资
Micro LED企业产能分析（2024年）
Micro LED 设备概述（2024 年）
JBD
Raysolve
Innovision
Sitan
Saphlux
Mojo Vision
Ennostar
PlayNitride
Innolux
Micro LED主要产品（2024年）
Micro LED主要产品（2024年）：大陆集团
Micro LED主要产品（2024）：联想

简介目录

Micro LED Chip Market Value Expected to Reach $580 Million by 2028, Focusing on Head-Mounted Devices and Automotive Applications, Says TrendForce

Jun. 3, 2024 ---- Efforts to reduce the cost of Micro LED chips through size miniaturization are ongoing. Companies like LGE, BOE, and Vistar continue to invest in large display applications, while AUO has been focusing on developing smartwatch products. There is also growing demand for new display applications in head-mounted devices and for automotive uses. TrendForce's "2024 Micro LED Market Trend and Cost Analysis Report" reveals that the market value of Micro LED chips is projected to reach $580 million by 2028, with a CAGR of 84% from 2023 to 2028.

Challenges in the Micro LED industry

The inability to reduce costs and technical challenges are major factors behind the cancellation of Apple's Micro LED watch. Therefore, continuous optimization of production processes remains critical for the development of the Micro LED industry. The evolution of mass transfer technology is expected to shift from single to composite technique, such as combining laser transfer with stamp transfer and potentially achieving a transfer solution with bonding capability with no stiction.

Inspection and repair processes are critical for improving yield rates and reducing Micro LED costs. Current electrical testing methods are being upgraded, focusing on high-precision probe cards and contactless testing. These advancements are not only leading the development of electrical testing but also present significant business opportunities for equipment manufacturers.

The cancellation of the Apple Watch has prompted chip supplier ams OSRAM to consider selling its 8-inch plant in Malaysia. If the buyer is a company within the current Micro LED supply chain, this could positively impact the industry's technical development and cost structure optimization. Considering the shift in technology routes and target markets, Chinese compound semiconductor manufacturers developing 8-inch SiC power semiconductors are also potential buyers. This would allow them to expand into international markets, providing chip manufacturers with a means to increase profitability.

Opportunities in the Micro LED industry

Micro LED still retains distinct advantages over competing technologies like Micro OLED. In AR glasses, which require light engines and high brightness and small volume, Micro LED light engines have now achieved sizes smaller than 0.2cc. With brightness levels advancing toward 350,000 nits, Micro LED is well-suited for high-brightness, all-weather, and all-scene recognition. The rapid development of AI-assisted tools is also expected to drive demand for AR glasses with Micro LED displays over the next 1 to 2 years.

In the automotive sector, displays do not require extremely high PPI but demand higher contrast and reliability. Micro LED technology, with its high brightness, contrast, wide color gamut, and fast response, can enhance the driving experience when integrated into smart cockpit display solutions with unique shapes, curves, flexibility, and feedback. This expands the potential applications of Micro LED in automotive scenarios-such as AR-HUDs and P-HUDS-as well as innovative display technologies for car windows using transparent displays.

Chapter I. Micro LED Market Analysis

2024-2028 Micro LED Market Size Analysis: Large-sized Displays
2024-2028 Micro LED Market Size Comparison: Large-sized Displays
2024-2028 Micro LED Market Size Analysis: Wearable Displays
2024-2028 Micro LED Market Size Comparison: Wearable Displays
2024-2028 Micro LED Market Size Analysis: Head-mounted Displays
2024-2028 Micro LED Market Size Comparison: Head-mounted Displays
2024-2028 Micro LED Market Size Analysis: Automotive Displays
2024-2028 Micro LED Market Size Comparison: Automotive Displays
2024-2028 Micro LED Market Size Comparison: Mobile Devices/IT Displays
2024-2028 Market Value Analysis
2024 Micro LED Market Share Change Analysis by Applications
2024-2028 Wafer Market Demand Analysis

Chapter II. Micro LED Technology Development

2.1. Micro LED Mass Transfer Technology Development
- Micro LED TFT Backplane Technology Development
- Mass Transfer Technology Development
- Laser Transfer
- Contact Transfer Vs. Contactless Transfer
- Mass Transfer Technology: Combined Physical Mechanism
- Mass Transfer Technology: Combined Transfer Process
- Mass Transfer Technology: LGE's MDSAT Transfer Technology
- Mass Transfer Technology: Factors Affecting LED Transfer Rate Analysis
- Mass Transfer Technology: Factors Affecting Transfer Efficiency Analysis
- Mass Transfer Technology Development Summary

2.2. Micro LED Inspection Technology Development
- Micro LED Inspection Approaches Overview
- Micro LED Electrical Testing Solutions
- High Accuracy Probe Card Contact Electrical Testing-NanoEx
- Contactless Electrical Testing - Top Engineering