The Global Market for Mini and Micro LEDs

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Published April 2021, 172 pages, 42 tables, 81 figures

This report covers the market for Mini LEDs and Micro LEDs. The displays market is constantly advancing, with new technologies allowing for greatly improved brightness, HDR, and colour reproducibility. Recently, mini LED and micro LED have attracted major attention in the displays market and are being implemented in products by consumer electronics giants such as Samsung and Apple. The market is projected to explode in the next few years, taking a significant chunk of the displays market and pushing into wearables, Augmented Reality (AR) and smartphones.

The Mini LED market is expected to grow significantly in 2021 and the Micro LED market is now at early stages of commercialisation. Large electronics companies such as Samsung are producing LCD TVs featuring Mini LED backlights and are anticipating significant demand. Apple is planning to bring a Mini LED backlight iPad Pro to this market this year, and integrating into other product offerings.

Mini LED backlights are utilized in large-screen TVs, monitors, automotive and industrial applications. Improvements Mini LED offer over incumbent display technologies include:

  • High brightness.
  • High contrast ratio.
  • Low power consumption.
  • Higher efficiency.

 

Micro LED will start to gain market traction in 2021, with companies including Sony and AU Optronics Corp. planning to launch new consumer products this year. Micro LEDs are targeted at direct view displays. Improvements they offer include:

  • high efficiency
  • high brightness-readable under sunshine (>10,000 nits)
  • high colour saturation
  • ultra-high resolution (>2000 dpi with Si backplane)
  • ultra-low power consumption
  • flexibility
  • quick response rate (on/off switching within nano-seconds).
  • long lifetime (>80,000 hours).

 

These properties make them attractive for application in very large TVs, AR/VR and automotive applications. Other applications include wearable/implantable optoelectronic devices, light communication/light interconnection, medical treatment, spatial imaging etc.

Report contents include:

  • Latest technology and supply chain information.
  • Industry trends and growth drivers.
  • Assessment of technology challenges.
  • Industry developments in the past 18 months.
  • Current and planned mini LED and micro LED products.
  • Analysis of markets and applications for mini LED and micro LEDs. Markets covered include TVs, AR and VR, smartphones, automotive, wearables and smartwatches, laptops, monitors and tablets, medical displays, flexible and foldable displays and transparent displays.
  • Current market and forecasts for mini LED and micro LEDs, by revenues, units and applications.
  • Assessment of competitive landscape.
  • Profiles of 69 companies in the mini LED and micro LED market. Companies profiled include Aledia, ALLOS Semiconductors GmbH, AU Optronics Corporation, Foxconn Electronics, Glō, iBeam Materials, Inc., Innolux Corporation , Industrial Technology Research Institute (ITRI), Japan Display Inc. (JDI), Konka Group, LG Display Co., Ltd., MICLEDI Microdisplays, Mikro Mesa Technology Co., Ltd., Nichia Corporation, PlayNitride, Inc., Rohinni LLC, Samsung, San'an Optoelectronics Co., Ltd., Seoul Semiconductor/Seoul Viosys Co., Ltd., Sony, Vuzix Corporation. TCL Electronics, Tianma Microelectronics Co., Ltd., VueReal and more. 

 

1              REPORT AIMS AND OBJECTIVES 15

 

2              EXECUTIVE SUMMARY   16

  • 2.1          The MiniLED market       16
  • 2.2          The MicroLED market     16
  • 2.3          The Global display market            17
    • 2.3.1      Display technologies assessment              18
  • 2.4          Motivation for use of MiniLEDs and MicroLEDs    20
  • 2.5          MiniLED and MicroLEDs applications        21
  • 2.6          Market and technology challenges           24
  • 2.7          Industry developments 2020-2021            26
  • 2.8          CES 2021              28
  • 2.9          Market activity in China 28
  • 2.10        Global shipment forecasts for Micro and MicroLEDs          30
    • 2.10.1    MiniLEDs              30
      • 2.10.1.1                Units     30
    • 2.10.2    MicroLEDs           31
      • 2.10.2.1                Units     31

 

3              TECHNOLOGY BACKGROUND     33

  • 3.1          MiniLED (mLED) vs MicroLED (µLED)        33
  • 3.2          MiniLED                34
    • 3.2.1      Comparison to LCD and OLED      35
    • 3.2.2      Advantages and disadvantages  36
    • 3.2.3      Backplane types               37
    • 3.2.4      Costs     38
  • 3.3          MicroLED             39
    • 3.3.1      Development    39
      • 3.3.1.1   Sony      39
    • 3.3.2      Types    40
    • 3.3.3      Comparison to LCD and OLED      41
    • 3.3.4      MicroLED displays            42
    • 3.3.5      Advantages        43
      • 3.3.5.1   Transparency     44
      • 3.3.5.2   Borderless          45
      • 3.3.5.3   Flexibility             46
    • 3.3.6      Costs     46
    • 3.3.7      Manufacturing  46
      • 3.3.7.1   Epitaxy and Chip Processing        47
        • 3.3.7.1.1               Uniformity          48
      • 3.3.7.2   Assembly Technologies 48
        • 3.3.7.2.1               Monolithic fabrication of microdisplays  48
        • 3.3.7.2.2               Mass transfer    50
        • 3.3.7.2.3               Mass Transfer Processes               51
          • 3.3.7.2.3.1           Elastomer Stamp Transfer            52
          • 3.3.7.2.3.2           Roll-to-Roll or Roll-to-Panel Imprinting   53
          • 3.3.7.2.3.3           Laser-induced forward transfer (LIFT)     54
          • 3.3.7.2.3.4           Electrostatic Transfer     55
          • 3.3.7.2.3.5           Micro vacuum-based transfer    56
          • 3.3.7.2.3.6           Adhesive Stamp 56
          • 3.3.7.2.3.7           Fluidically Self-Assembled Transfer          56
      • 3.3.7.3   Full colour conversion    57
        • 3.3.7.3.1               Phosphor Colour Conversion LEDs             59
        • 3.3.7.3.2               Quantum dots colour conversion              60

 

4              DISPLAY BACKLIGHTS     61

  • 4.1          TVs         61
    • 4.1.1      The market in 2021          61
    • 4.1.2      MiniLED Quantum Dot TV             62
    • 4.1.3      Products with miniLED backlight 63
  • 4.2          Smartwatches and wearables     64
  • 4.3          Smartphones     65
  • 4.4          Samsung              65
    • 4.4.1      Wall display and microLED TV     65
    • 4.4.2      Neo QLED TV range         66
  • 4.5          LG           67
    • 4.5.1      LG mini QNED range       67
    • 4.5.2      MAGNIT MicroLED TV    67
  • 4.6          TCL         68
    • 4.6.1      8 Series and 6 Series       68

 

5              LAPTOPS, MONITORS AND TABLETS         69

  • 5.1          MiniLED                69
  • 5.2          Apple    72

 

6              FLEXIBLE AND FOLDABLE MICROLED        73

  • 6.1          Foldable microLED displays          73
  • 6.2          Product developers        74

 

7              BIOTECHNOLOGY AND MEDICAL DISPLAYS            75

  • 7.1          MicroLEDS           75
  • 7.2          Product developers        76

 

8              AUTOMOTIVE   77

  • 8.1          MiniLED                77
  • 8.2          MicroLED             78
    • 8.2.1      Head-up display (HUD)  80
  • 8.2.2      Headlamps         81
  • 8.3          Product developers        82

 

9              VIRTUAL (VR) AND AUGMENTED REALITY (AR)    83

  • 9.1          MiniLED                83
  • 9.2          MicroLED             83
  • 9.2.1      Smart glasses and head-mounted displays (HMDs)            84
  • 9.3          Product developers        84

 

10           TRANSPARENT DISPLAYS              86

  • 10.1        Applications       86
  • 10.2        MicroLEDs           86
  • 10.3        Product developers        87

 

11           SUPPLY CHAIN   89

  • 11.1        miniLEDs              89
  • 11.2        microLEDs           90

 

12           COMPANY PROFILES       92 (69 company profiles)

 

13           REFERENCES       168

 

Tables

  • Table 1. Summary of display technologies.            18
  • Table 2. MiniLED applications.    21
  • Table 3. MicroLED applications.  22
  • Table 4. Market and technology challenges for miniLED and microLED.     24
  • Table 5. Micro and MicroLED industry developments 2020-2021.                26
  • Table 6. MiniLED and microLED product announcements at CES 2021.       28
  • Table 7. Mini/microLED acivity in China. 29
  • Table 8. Comparison between miniLED and microLED.      34
  • Table 9. Comparison between miniLED displays and other display types. 35
  • Table 10. Advantages and disadvantages of MiniLEDs.     36
  • Table 11. MicroLED backlight costs.          38
  • Table 12. Comparison to conventional LEDs.         40
  • Table 13. Types of microLED.       40
  • Table 14. Comparison to LCD and OLED. 41
  • Table 15. Schematic comparison to LCD and OLED.            42
  • Table 16. Commercially available microLED products and specifications.  42
  • Table 17. microLED-based display advantages and disadvantages.              44
  • Table 18. Mass transfer methods, by company.  50
  • Table 19. Comparison of various mass transfer technologies.       51
  • Table 20. Comparison of LED TV technologies.    61
  • Table 21. MiniLED TV products.  63
  • Table 22. Samsung Neo QLED TV range. 67
  • Table 23. LG mini QNED range    67
  • Table 24.TCL range of miniLED TVs.          68
  • Table 25. MiniLED laptop, monitor and tablet products and prototypes.  69
  • Table 26. Flexible miniLED and MicroLED products.           74
  • Table 27. Medical display miniLED and MicroLED products.           76
  • Table 28. Automotive display & backlight architectures   77
  • Table 29. Applications of microLED in automotive.            78
  • Table 30. Automotive display miniLED and MicroLED products.    82
  • Table 31. Comparison of AR Display Light Engines.             83
  • Table 32. VR and AR MicroLED products.               84
  • Table 33. Applications of miniLED and microLED transparent displays.      86
  • Table 34. Companies developing MicroLED transparent displays. 87
  • Table 35. microLED supply chain.               90
  • Table 36. LG mini QNED range    129
  • Table 37. Samsung Neo QLED TV range. 144
  • Table 38. San’an Mini and Micro LED Production annual target.   145
  • Table 39. NPQDTM vs Traditional QD based Micro-LEDs. 147
  • Table 40. TCL miniLED product range.     156

 

Figures

  • Figure 1. The progress of display technology.       20
  • Figure 2. MiniLEDs backlights to 2026, by market (Million units). 30
  • Figure 3. MicroLED display forecast (thousands of units) to 2026.                31
  • Figure 4. Display system configurations. 33
  • Figure 5. Schematic of LCD with MicroLED backlight.         35
  • Figure 6. Schematic for configuration of full colour microLED display         36
  • Figure 7. BOE glass-based backplane process.      37
  • Figure 8. MicroLED schematic.    39
  • Figure 9. Pixels per inch roadmap of µ-LED displays from 2007 to 2019.    41
  • Figure 10. Comparison of microLED with other display technologies.         43
  • Figure 11. Lextar 10.6 inch transparent microLED display.               45
  • Figure 12. Transition to borderless design.            46
  • Figure 13. Schematics of a elastomer stamping, b electrostatic/electromagnetic transfer, c laser-assisted transfer and d fluid self-assembly.     52
  • Figure 14. Schematics of Roll-based mass transfer.            54
  • Figure 15. Schematic of laser-induced forward transfer technology.          55
  • Figure 16. Schematic of fluid self-assembly technology.  57
  • Figure 17. Schematic of colour conversion technology.    58
  • Figure 18. Process flow of a full-colour microdisplay.        59
  • Figure 19. LG QNED miniLED TV. 62
  • Figure 20. microLED wearable display prototype.               64
  • Figure 21. APHAEA Watch.           64
  • Figure 22. Samsung Wall display system.               66
  • Figure 23. Samsung Neo QLED 8K.             67
  • Figure 24. MAGNIT MicroLED TV.              68
  • Figure 25. Acer Predator X32 Mini-LED Gaming Monitor. 69
  • Figure 26. Acer EI491CRG9 curved miniLED display.           70
  • Figure 27. 12.9-inch iPad Pro.     70
  • Figure 28. Apple Pro Display XDR.             70
  • Figure 29. Asus ProArt PA32UCX.              70
  • Figure 30. Lenovo ThinkVision Creator Extreme P27.         71
  • Figure 31. Creator 17 gaming laptop.       71
  • Figure 32. Samsung         Odyssey G9 Neo gaming monitor.             71
  • Figure 33. AU Optonics Flexible MicroLED Display.             73
  • Figure 34. Foldable 4K C SEED M1.            74
  • Figure 35. MicroLEDs for medical applications     75
  • Figure 36. 2023 Cadillac Lyriq EV incorporating mini-LED display. 78
  • Figure 37. MicroLED automotive display.               78
  • Figure 38. Issues in current commercial automotive HUD.              81
  • Figure 39. Rear lamp utilizing flexible MicroLEDs.               82
  • Figure 40. Vuzix microLED microdisplay Smart Glasses.    84
  • Figure 41. Different transparent displays and transmittance limitations.   87
  • Figure 42. 7.56" high transparency & frameless MicroLED display.              87
  • Figure 43. Supply Chain of miniLED Backlight.       89
  • Figure 44. WireLED in 12” Silicon Wafer. 93
  • Figure 45. Typical GaN-on-Si LED structure.          94
  • Figure 46. 300 mm GaN-on-silicon epiwafer.       95
  • Figure 47. MicroLED chiplet architecture.              96
  • Figure 48. 1.39-inch full-circle microLED display  97
  • Figure 49. 9.4" flexible MicroLED display.               98
  • Figure 50. BOE MiniLED display TV.          99
  • Figure 51. BOE miniLED automotive display.         100
  • Figure 52. Image obtained on a blue active-matrix WVGA (wide video graphics array) microdisplay.            101
  • Figure 53. Fabrication of the 10-µm pixel pitch LED array on sapphire.      102
  • Figure 54. A 200-mm wafer with CMOS active matrices for GaN 873 × 500-pixel microdisplay at 10-µm pitch.         102
  • Figure 55. IntelliPix™ design for 0.26″ 1080p microLED display.    103
  • Figure 56. C Seed 165-inch M1 microLED TV.        105
  • Figure 57. Flexible microLED.       118
  • Figure 58. Jade Bird Display microdisplays.            120
  • Figure 59. JBD's 0.13-inch panel.               120
  • Figure 60. Prototype microLED display.   122
  • Figure 61. APHAEA MicroLED watch.        123
  • Figure 62. Lextar 2021 micro LED and mini LED products.               128
  • Figure 63. LSAB009 microLED display.     129
  • Figure 64. Schematic of Micro Nitride chip architecture. 133
  • Figure 65. Nationstar Mini LED IMD Package P0.5mm.     136
  • Figure 66. 9.4" flexible MicroLED display.               138
  • Figure 67. 7.56-inch transparent Micro LED display.          139
  • Figure 68. 48 x 36 Passive Matrix microLED display.           140
  • Figure 69. The Wall.         143
  • Figure 70. Samsung Neo QLED 8K.             144
  • Figure 71. NPQD™ Technology for MicroLEDs.     146
  • Figure 72. Wicop technology.     148
  • Figure 73.  B-Series and C-Series displays.              152
  • Figure 74. Photo-polymer mass transfer process.               154
  • Figure 75. Vuzix uLED display engine.      155
  • Figure 76. TCL MiniLED TV schematic.     156
  • Figure 77. The Cinema Wall MicroLED display.     157
  • Figure 78. 7.56” Transparent Display.      158
  • Figure 79. UMini0.9 4K. 160
  • Figure 80. VueReal Flipchip microLED (30x15 um2).          163
  • Figure 81. Mi TV Master series.  165
  •  

 

 

 

The Global Market for Mini and Micro LEDs
The Global Market for Mini and Micro LEDs
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The Global Market for Mini and Micro LEDs
The Global Market for Mini and Micro LEDs
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The Global Market for Mini and Micro LEDs
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