Micro Micro LED breaks through the huge bottleneck and the wearable device is on the verge of appearance. Micro LED is regarded as a future star that is expected to challenge the popular burger OLED panel. In the past, the industry generally believed that the micro-LED mass production technology bottleneck test is extremely high, especially in the mass transfer (mass transfer) will be the biggest key. However, the recently related operators said that the difficulty of Micro LED technology is lower than the industry expectation. At this stage, it has entered the stage of reducing costs from the technical bottleneck. At present, the single-capture amount of massive transfer is about 200,000 LEDs, which can be completed in about 10 minutes of 5 times mobile phone panel. It is expected that samples will be available in the second half of the year, and commercialisation of terminal applications in the future will be just around the corner.
Due to the difficulty in mass production of Micro LEDs, the market has estimated that terminal applications will take at least three years to see. However, Li Yunli, chairman of Shengchuang Technology, said that it is estimated that the wearable device samples will have a chance of nearly 1 - Seen in 2 quarters due to the active development and introduction of customers, but whether it will enter mass production is still subject to customer's strategic considerations. It is still expected that the terminal application will be ready within one year, and Micro LED will not wait too long for mass production.
As a self-luminous display technology, Micro LED can be used as a single-point driving illumination, and the size is about 1% of the current mainstream LED. By minimising the LED structure, the distance of the pixel is reduced from the original millimeter to the micrometer level. The resolution can easily reach 1,500ppi or more, which is 3.5 times higher than the 400ppi of the existing Retina display.
As Apple actively deploys and develops the Micro LED process which will be introduced into smart watches or smart phones to drive the industry's imagination of the potential and application of the Micro LED market. Since Micro LED displays must undergo a large number of repeated transfer processes to handle miniaturised LED components, productivity and cost reduction can be improved. For example, LuxVue, which was acquired by Apple, is patented by electrostatic adsorption.
As for the eLux acquired by Hon Hai Group recently, it is transferred through fluid mechanics; the Institute of Industrial Technology uses the principle of electromagnetics to adsorb and transfer. Although the transfer technology and principles have been arguing, the industry believes that massive transfer will be a key factor affecting mass production of Micro LEDs. Yuchuang was invested by a number of Taiwanese companies such as Jingdian, UMC, and AUO. It was previously reported that it may have been acquired by Samsung, but it denied it. The goal of the company is to enter the stage of Micro LED trial production in the second half of the year. The equipment of the machine has been completed one by one. At present, the yield has reached more than 99% in the process of mass transfer, chip grabbing or placement, and the single-shot Take the number of LEDs up to 200,000, which takes about 10 seconds. If you need 6 million mobile phone panels, it can be completed in about 10 minutes
Li Yunli pointed out that although from the liquid crystal manufacturing process, the current 99% yield of Micro LED still needs to be improved, and LED epitaxial design, huge amount of detection and related industries, such as substrate, drive, package, etc., still have many problems have to be solved. However, with the huge transfer of RGB three-color miniaturized LED components, there has been good progress, and even various types and products can be displayed. Micro LED is no longer limited by technical bottlenecks. It is a subject of lowering the cost of entry.
At present, if Micro LED technology is used to make a mobile phone panel, and the estimated price is about US$300. Compared with the LCD panel price of about US$15 and the AMOLED panel of US$70-80, the Micro LED display is still too expensive. At this stage, it is really difficult to import into mobile phones or TV applications. You must seek special niche applications first, such as smart watches, car transparent displays or VR/AR products. As long as manufacturers start to import, the future market expansion will be very fast.
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