Views: 7 Author: Site Editor Publish Time: 2025-01-23 Origin: Site
According to the latest research by TrendForce Consulting, the estimated output value of Micro LED chips in 2024 is expected to reach around 38.8 million US dollars, with the main contribution still coming from large displays. Looking ahead to the future, with the breakthrough of technological bottlenecks and the increasingly mature application of Micro LED chips in automotive display requirements and AR glasses full-color solutions, it is expected to drive the output value of Micro LED chips to $489 million by 2028.
TrendForce Consulting stated that, The Micro LED industry is facing multiple challenges in 2024. Firstly, the slowing progress of chip miniaturization has affected the speed of cost reduction. Secondly, due to the high prices of Micro LED displays, weak terminal demand has made it difficult to expand the shipment scale of mass-produced large display products. Furthermore, the competitive focus of wearable devices has shifted to software optimization and integration, which has suppressed the drive for brand manufacturers to innovate hardware and indirectly hindered the introduction of new display panels such as Micro LED. Finally, although automotive applications are still the key application of Micro LED, they are still in the import and validation stage and cannot contribute to actual output value yet.
From a technical perspective, the short-term solution for seamless splicing of Micro LED large-scale displays is to improve the production yield of the backplane by adopting different driver design schemes, thereby optimizing output efficiency and reducing cost structure. The long-term solution is to try to enlarge the size of the backboard, reduce the number of backboards required for splicing, and eliminate the tedious process requirements such as side wire plating or glass drilling.
On the other hand, in the design and production process of Micro LED display panels, the industry has also realized the importance of maximizing light efficiency as much as possible. Specific methods include starting from the design of microstructures and reflective structures to reduce the loss rate of light and the proportion of reflected light.
TrendForce Consulting pointed out that in the main production process, as the yield of large-scale transfers continues to increase, new challenges will focus on maintenance technology. Although the industry already has a complete detection solution for traditional LEDs, there is still room for improvement in applying these methods to Micro LEDs, which have a large quantity and extremely small chip size. This is also a hurdle that the industry urgently wants to break through.
Micro LED, as a display technology, continues to attract manufacturers to invest in development resources due to its high brightness, high contrast, and high transparency. By utilizing these features, Micro LED can be combined with transparent displays and car windows, as well as through AR-HUD (Augmented Reality Head up Display) or P-HUD (Panoramic Head up Display) forms, to meet the integration of virtual and real information for drivers and passengers in automotive scenarios. In addition, the combination of Micro LED and silicon substrate as a near eye display light source for emerging AR glasses is also a benchmark form of new application in popular head mounted devices in the current metaverse.
TrendForce Consulting stated that in order to expand the commercialization of Micro LED technology, it is not advisable to overly rely on the mature consumer electronics market. Instead, the characteristics of its displays should be utilized to empower devices with diverse sensor solutions, and more imaginative niche applications should be sought.
