1. P0.4 may become the "watershed" of competition in the LED display industry
As the size of the LED chip is further reduced, the size of the LED display chip displayed on the market is getting smaller and smaller. From 2019 to 2020, Leyard and Altai have demonstrated their P0.4-level innovative products, Ruifeng Optoelectronics demonstrated P0.39 module products, and Xida demonstrated P0.4 pitch modules...
But in fact, most of the current P0.4 products of enterprises have not really achieved mass production. To achieve P0.4 mass production, the difficulty of traditional PCB wiring will increase exponentially. Some companies consider making a fuss on high-precision plates such as glass substrates. The traditional PM IC drive technology also needs to be completely revolutionized and become an AM or innovative drive. Technology, based on this, some people believe that P0.4 will become a watershed in the technological revolution of the LED display industry.
With the rise of 5G+8k technology, high-definition display products are favored by the society. However, from the current technology, it is necessary to realize 108-inch 8k LED display products with a pitch of P0.3125.
Recently, Konka launched the world's first Micro LED watch APHAEA Watch, which is equipped with P0.12 AM-LTPS Micro LED micro-crystal screen, and the dot pitch is reduced to 0.12mm. Now that there is a "leader" Konka in the front, I believe there will be a group of companies to keep up.
On the whole, it is still difficult to conquer technologies below P0.4, but this is the future direction of development. With the birth of Konka P0.12 AM-LTPS Micro LED watch, and Leyard has realized the mass production of 0.4 Micro LED display, the future of P0.4 is already on the way.
2. The glass substrate has received unprecedented attention and will shine in the field of Mini/Micro LED
For a long time, glass substrates and PCB boards have maintained a "clearly distinct" situation, and both have played their own advantages in different occasions. Among them, glass substrates are mainly used by liquid crystal panel companies, and are generally used in the panel process; PCB boards are used in all integrated circuit electronic devices.
Relatively speaking, the application range of PCB boards is wider and wider than that of glass substrates. However, with the advancement of display technology, this balance has been gradually broken. Glass substrates have more advantages in the field of new display Mini/Micro, and their future market demand may show geometric growth.
The core material of the glass substrate and the L ED crystal are both inorganic semiconductor crystals. The two are closer in thermal deformation coefficient, and the ultra-thin strength and heat dissipation capacity of the glass itself are stronger.
At the same time, practice has proved that glass substrates are also more friendly to mass transfer technology. Therefore, the realization of "glass substrate" applications on Mini LED and Micro LED has become a "new direction." The glass substrate has both better performance and lower cost, and it will become an indispensable material for Mini/Micro LED.
3. Great progress has been made in the field of IMD, and the future will usher in an era of price cuts
As the prospects for the development of IMD technology are getting better and better, many companies have stepped into it. It is understood that the MINI micro-pitch products of Lianjian Optoelectronics are equipped with IMD technology, which effectively improves the protection performance of the products, and solves the industry pain points that small-pitch products are easy to bump. At the same time, it also adopts common cathode technology, which greatly reduces the emission of the display. Heat can reduce heat dissipation and save operating costs.
4. COB has a large development space, and with the layout of many enterprises, the competitiveness will increase in the future
With the maturity of COB technology, market competition has gradually become fierce, and price wars have also begun. Many people in the industry have called for companies engaged in this industry to start from the overall perspective. Originally, the LED display industry has little profit margins and should compete rationally.
5. In subdivision areas, TOP and flip chip are also highly sought after by related companies
It is understood that Xiamen Cinda has launched the TOP two-in-one, with high resolution and good reliability, which can save mounting costs for LED whole screen factories, suitable for the current development needs of LED conference all-in-one machines, and bring new products to users Visual experience.
As chip sizes become smaller and smaller, the advantages of flip-chip packaging have become more and more obvious, forcing most packaging companies to adopt flip-chip technology. Compared with the LED chip, the LED flip chip can achieve smaller size, higher light output efficiency, stronger antistatic ability, and the application of LED flip chip can lay the foundation for the subsequent development of packaging technology. Therefore, it has become a market trend.
6. Mini/Micro LED is still the same theme in 2021
As a new generation of display technology, Mini/Micro LED will live a "good taste" in 2020. As a transitional product, Mini LED ushered in the first year of mass production last year. It is expected that in 2021, it will continue the layout of high investment in 2020, attracting huge amounts of capital, including new business partners.
In the next two to three years, the first year of commercialization of Mini LED backlights will arrive, and some TV manufacturers will lay out in this field. In 2021, Mini LED production capacity will be further expanded and prices will drop. It is worth noting that in 2020, due to the outbreak of the epidemic, residents of various countries around the world have been trapped at home, which has spawned the vigorous development of tabletop games and also promoted the growth of Mini LED backlight demand.
It is expected that in 2021, Mini LED TVs and e-sports will grow further. However, in the field of Micro LED, because Micro LED is still in the technological breakthrough and market cultivation period, it will not burst out suddenly in a short time, and it is expected that there will be a blowout in 2-3 years.
7. Outdoor large display screens continue the highlight trend in 2020, focusing on increasing volume
In 2020, the country will start new infrastructure and urbanization construction, which will drive the quantification of outdoor display screens. 2021 is the first year of the 14th Five-Year Plan. The development of 5G and third-generation semiconductors will serve as important factors to promote the further upgrade of the LED display industry.
Last year, inspired by the "wave" of South Korean wave screens, many stunning outdoor LED displays appeared in China. For example, the Taikoo Li spacecraft in Chengdu, the first "naked-eye 3D" giant screen in Wuhan, and the spacecraft in Guanyinqiao pedestrian street in Chongqing, etc.
They have added many visual and auditory creative elements to the LED display technology to make the display content no longer monotonous and boring.
To cater to the current market demand, so in 2021 such outdoor LED large screens will definitely be popular for a while, but if blindly imitated, it may be gradually abandoned by consumers because of "déja vu", so creativity needs to be strengthened.
In the near future, we will usher in a number of international competitions, which is also an opportunity for LED displays to show their talents. For example, the Tokyo Olympics scheduled to be held in July this year, the 2022 Beijing Winter Olympics and the Winter Paralympics will also be held early next year.
At present, affected by the epidemic, whether the Tokyo Olympics can be held is still a little "hanging." However, the Beijing Winter Olympics and Paralympics are worth looking forward to. With the completion of the Beijing Winter Olympics and Paralympic Games venues and competition facilities, this year my country will usher in a period of centralized installation and commissioning of related equipment, and LED will take this opportunity to shine.
8. 5G+8K technology continues to mature, and the overall scale of my country's ultra-high-definition video industry will exceed 4 trillion yuan in 2022
In recent years, the ultra-high-definition video industry has been developing steadily with the support of national policies. For the 2020 Spring Festival Gala, 5G+8K technology was used for the first time to achieve multi-camera shooting, and an 8K version of the Spring Festival Gala was produced.
The 4K signal of mobile shooting and landscape based on 5G network is also connected to the Spring Festival Gala production system; in addition, a total of eight technological innovation applications, including the virtual network interactive production mode (VNIS), stage art effect, and safe broadcast, pioneered by new media communication They are all implemented in the spring evening.
Conclusion
2020 has passed, and looking forward to 2021, the new crown epidemic is still the biggest variable in world economic development. Under the influence of the epidemic, the LED display application industry will remain sluggish in the short term, and will continue to resume development after the epidemic stabilizes.
For LED display application companies, the domestic channel market will be the focus of layout and development. Among them, outdoor display, rental, commercial display and other markets will rise compared with 2020, and the dedicated display market will develop steadily. IMD, COB, TOP, GOB, common cathode and other technologies will achieve greater breakthroughs.
With the development of the ultra-high-definition video industry, new display technologies such as Mini/Micro LED will also achieve a huge leap in the future. It is expected that in 2021, the LED display application industry may have more fierce competition for channels and rising raw material prices. Enterprises need to actively adjust their strategies to cope with changes, and timely seize the new opportunities brought by new infrastructure and other measures for LED display applications.
For the opportunity, transform and upgrade, work together to create a better tomorrow!
