Behind the panel, LEDs are occupied by self-illuminating OLEDs, and LED factories are turning to Micro LEDs. Zhang Jiahong, a senior analyst in the industry, said that because Micro LED eliminates packaging and wiring, it is estimated that the cost will be three to 40% lower than that of traditional LEDs. Therefore, LED manufacturers are willing to invest in new technologies to regain the market share of display backlights, and LED cost is reduced. The best solution.

According to Zhang Jiahong, part of the rapid decline in LED output value is the rapid increase in the efficiency of the technology evolution, resulting in a decrease in the number of TV backlight applications. Although Micro is currently facing various problems in process mass production, the epitaxial chip end micro-shrinking can be quickly overcome, but as the epitaxial size is reduced to 10 nm, the transfer process is difficult, such as the minimum hole of the vacuum nozzle is 80. Nano, and the future Micro LED is bound to go to 3 nanometers to continue to shrink, the current huge transfer process is facing difficulties.

Due to the introduction of new machines in all process steps of Micro LED, it is bound to increase the manufacturing cost of Micro LED, which will not be able to see the production schedule in the near future. Zhang Jiahong said that although the cost has increased by more than ten times, the LED factory is still competing. Entering the market, mainly due to the high efficiency of the product, will meet the needs of the application. At present, OLEDs have entered smart phones, but due to the low efficiency of OLEDs, "in exchange for efficiency in areas", the bottleneck in the design of mobile phone factories has increased.

Zhang Jiahong pointed out that compared with OLED, it occupies a large amount of design space for mobile phones, and Micro LED has low efficiency and small space consumption, and the characteristics of power saving, high brightness and fast response are in line with the demand of consumer products, so each brand factory includes Apple (Apple). ) All ducks are thrown into the water and invested in product research and development. However, there is widespread concern that the cost of Micro LED is too high to win market share, but there is not much difference between the cost of OLED or LED used in high-end market applications.


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