The Global Market for Mini and Micro LEDs

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Published April 2021 | 175 pages, 41 tables, 83 figures | Table of contents

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, stretchable 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 71 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), Royole Corporation, 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, STRETCHABLE AND FOLDABLE MICROLED          73

  • 6.1          Foldable microLED displays          74
  • 6.2          Product developers        75

 

7              BIOTECHNOLOGY AND MEDICAL DISPLAYS            76

  • 7.1          MicroLEDS           76
  • 7.2          Product developers        77

 

8              AUTOMOTIVE   78

  • 8.1          MiniLED                78
  • 8.2          MicroLED             79
    • 8.2.1      Head-up display (HUD)  81
    • 8.2.2      Headlamps         82
  • 8.3          Product developers        83

 

9              VIRTUAL (VR) AND AUGMENTED REALITY (AR)    84

  • 9.1          MiniLED                84
  • 9.2          MicroLED             84
    • 9.2.1      Smart glasses and head-mounted displays (HMDs)            85
  • 9.3          Product developers        85

 

10           TRANSPARENT DISPLAYS              87

  • 10.1        Applications       87
  • 10.2        MicroLEDs           88
  • 10.3        Product developers        89

 

11           SUPPLY CHAIN   90

  • 11.1        miniLEDs              90
  • 11.2        microLEDs           91

 

12           COMPANY PROFILES       93 (71 COMPANY PROFILES)

 

13           REFERENCES       171

 

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. MicroLED display forecast (thousands of units) to 2027.  31
  • Table 9. Comparison between miniLED and microLED.      34
  • Table 10. Comparison between miniLED displays and other display types.              35
  • Table 11. Advantages and disadvantages of MiniLEDs.     36
  • Table 12. MicroLED backlight costs.          38
  • Table 13. Comparison to conventional LEDs.         40
  • Table 14. Types of microLED.       40
  • Table 15. Comparison to LCD and OLED. 41
  • Table 16. Schematic comparison to LCD and OLED.            42
  • Table 17. Commercially available microLED products and specifications.  42
  • Table 18. microLED-based display advantages and disadvantages.              44
  • Table 19. Mass transfer methods, by company.  50
  • Table 20. Comparison of various mass transfer technologies.       51
  • Table 21. Comparison of LED TV technologies.    61
  • Table 22. MiniLED TV products.  63
  • Table 23. Samsung Neo QLED TV range. 67
  • Table 24. LG mini QNED range    67
  • Table 25.TCL range of miniLED TVs.          68
  • Table 26. MiniLED laptop, monitor and tablet products and prototypes.  69
  • Table 27. Flexible, stretchable and foldable miniLED and MicroLED products.        75
  • Table 28. Medical display miniLED and MicroLED products.           77
  • Table 29. Automotive display & backlight architectures   78
  • Table 30. Applications of microLED in automotive.            80
  • Table 31. Automotive display miniLED and MicroLED products.    83
  • Table 32. Comparison of AR Display Light Engines.             84
  • Table 33. VR and AR MicroLED products.               85
  • Table 34. Applications of miniLED and microLED transparent displays.      87
  • Table 35. Companies developing MicroLED transparent displays. 89
  • Table 36. microLED supply chain.               91
  • Table 37. LG mini QNED range    131
  • Table 38. Samsung Neo QLED TV range. 147
  • Table 39. San’an Mini and Micro LED Production annual target.   148
  • Table 40. NPQDTM vs Traditional QD based Micro-LEDs. 150
  • Table 41. TCL miniLED product range.     159

 

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.                32
  • 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. Schematic of the TALT technique for wafer-level microLED transferring.             74
  • Figure 35. Foldable 4K C SEED M1.            74
  • Figure 36. MicroLEDs for medical applications     76
  • Figure 37. 2023 Cadillac Lyriq EV incorporating mini-LED display. 79
  • Figure 38. MicroLED automotive display.               79
  • Figure 39. Issues in current commercial automotive HUD.              82
  • Figure 40. Rear lamp utilizing flexible MicroLEDs.               83
  • Figure 41. Vuzix microLED microdisplay Smart Glasses.    85
  • Figure 42. Different transparent displays and transmittance limitations.   88
  • Figure 43. 7.56" high transparency & frameless MicroLED display.              88
  • Figure 44. Supply Chain of miniLED Backlight.       90
  • Figure 45. WireLED in 12” Silicon Wafer. 94
  • Figure 46. Typical GaN-on-Si LED structure.          95
  • Figure 47. 300 mm GaN-on-silicon epiwafer.       96
  • Figure 48. MicroLED chiplet architecture.              97
  • Figure 49. 1.39-inch full-circle microLED display  98
  • Figure 50. 9.4" flexible MicroLED display.               99
  • Figure 51. BOE MiniLED display TV.          100
  • Figure 52. BOE miniLED automotive display.         101
  • Figure 53. Image obtained on a blue active-matrix WVGA (wide video graphics array) microdisplay.            102
  • Figure 54. Fabrication of the 10-µm pixel pitch LED array on sapphire.      103
  • Figure 55. A 200-mm wafer with CMOS active matrices for GaN 873 × 500-pixel microdisplay at 10-µm pitch.         103
  • Figure 56. IntelliPix™ design for 0.26″ 1080p microLED display.    104
  • Figure 57. C Seed 165-inch M1 microLED TV.        106
  • Figure 58. Flexible microLED.       120
  • Figure 59. Jade Bird Display microdisplays.            122
  • Figure 60. JBD's 0.13-inch panel.               122
  • Figure 61. Prototype microLED display.   124
  • Figure 62. APHAEA MicroLED watch.        125
  • Figure 63. Lextar 2021 micro LED and mini LED products.               130
  • Figure 64. LSAB009 microLED display.     131
  • Figure 65. Schematic of Micro Nitride chip architecture. 135
  • Figure 66. Nationstar Mini LED IMD Package P0.5mm.     137
  • Figure 67. 9.4" flexible MicroLED display.               140
  • Figure 68. 7.56-inch transparent Micro LED display.          141
  • Figure 69. 48 x 36 Passive Matrix microLED display.           142
  • Figure 70. Micro-LED stretchable display.              145
  • Figure 71. The Wall.         146
  • Figure 72. Samsung Neo QLED 8K.             147
  • Figure 73. NPQD™ Technology for MicroLEDs.     149
  • Figure 74. Wicop technology.     151
  • Figure 75.  B-Series and C-Series displays.              155
  • Figure 76. Photo-polymer mass transfer process.               157
  • Figure 77. Vuzix uLED display engine.      158
  • Figure 78. TCL MiniLED TV schematic.     159
  • Figure 79. The Cinema Wall MicroLED display.     160
  • Figure 80. 7.56” Transparent Display.      161
  • Figure 81. UMini0.9 4K. 163
  • Figure 82. VueReal Flipchip microLED (30x15 um2).          166
  • Figure 83. Mi TV Master series.  168

 

 

 

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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