微型發光二極管 (LED) 市場 - 增長、趨勢、COVID-19 的影響和預測 (2023-2028)

Micro LED 市場預計在預測期內以 51.1% 的複合年增長率增長。

消費技術的發展以及 MEMS 技術的迅速採用進一步推動了市場的增長。

主要亮點

• 液晶顯示器 (LCD) 和有機發光二極管 (OLED) 是當今市場上兩種主要的平板顯示技術。 然而，最近出現了微型 LED (Hoshi-LED) 和無機微型 LED (mLED) 作為發光顯示器，可以大大提高 LCD 的動態範圍和讀取陽光。
• Micro LED 比液晶顯示器發光更簡單，並且可以單獨控制。 結果，圖像質量（響應速度、對比度）大大提高，並且由於沒有像液晶顯示器那樣的過濾器，因此可以實現高效顯示。 OLED 使用由有機發光材料製成的微小子像素。 Micro LED 具有類似於有機 EL 的結構並使用無機 EL。 與有機EL相比，具有高效率、高亮度、高耐久性（長壽命）、廣色域等特點。
• 與 LCD 和 OLED 顯示器相比，Mini LED 和 Micro LED 屏幕具有多項優勢，例如更薄和更節能。 因此，一些公司正在開發可能採用最新技術的新設備。 Apple 對將 Micro LED 技術用於 iPhone、iPad 和智能手錶顯示應用表現出了極大的興趣。
• 可穿戴產品必須結構緊湊、重量輕、功耗低且環保。 因此，推進Micro LED技術成為智能穿戴產品發展的必要條件。 Micro LED 有望成為智能手錶和眼鏡創新應用的下一代顯示器。 2020年12月，康佳發布了首款Micro LED手錶“APHAEA手錶”。 採用2英寸Micro LED顯示屏，像素間距為0.12mm，Micro LED芯片尺寸為30um。
• 此外，高速通信和小型移動計算平台的快速發展使得人們對傳統平板顯示器之外更深入的人機交互的需求不斷增加。 此外，由於AR和VR等技術，對下一代交互顯示的需求正在增加，並且在各個工業領域的應用正在取得進展。 預計此類趨勢將推動 micro-LED 在 AR 和 VR 應用中的採用。

Micro LED市場趨勢

AR/VR 將佔據較大的市場份額

• 虛擬現實和增強現實技術通過提供身臨其境的體驗並促進用戶與設備之間的互動，正在重新定義用戶與電子設備和小工具的互動方式。 這種趨勢增加了對先進顯示技術以及其他技術的需求。
• Micro LED 是一種先進的顯示技術，可確保高亮度和對比度，同時降低功耗。 這些功能與提供最佳視覺體驗的增強現實 (AR) 和虛擬現實 (VR) 應用程序特別相關。 越來越多的應用程序激發了多家公司合作開發先進技術並將其集成到設備中以增強用戶體驗。
• 2021 年 10 月，中國電子公司 TCL 發布了配備全彩透明 Micro LED 顯示屏的全新 Thunderbird 智能眼鏡先鋒版。 這款眼鏡還有一個內置攝像頭，用戶只需點擊鏡框的兩側即可拍照。 這款眼鏡看起來像普通眼鏡，具有透明顯示屏和 TCL 已使用三年的波導技術。 眼鏡還可以支持增強現實，通過眼鏡為用戶的視覺添加一層數字信息。
• 此外，2021 年 12 月，用於高端增強現實 (AR) 眼鏡的 micro LED 顯示器技術公司 MILEDI Microdisplays 宣布了業界首個基於 300mm CMOS 製造平台構建的 AR micro LED 陣列。 . 高製造精度、性能和成本效益以及 300mm 產品策略使 MILEDI 成為 AR 眼鏡製造商的首選顯示合作夥伴。
• 此外，2021 年 9 月，小米發布了名為小米智能眼鏡的智能眼鏡，配備單色微型 LED 系統，與 OLED 相比結構更簡單，但像素密度更高，壽命更長。 據小米稱，Micro LED 將使顯示屏更緊湊，更易於與屏幕集成。

北美市場份額最大

• 智能手機的日益普及被認為是該地區採用 Micro LED 的最大推動力之一。 近年來，美國銷售的智能手機數量持續增長。 據 Zippia 稱，美國約有 2.9415 億人擁有智能手機，約佔該國總人口的 89%。
• 此外，隨著智能手錶在該地區越來越受歡迎，Micro LED 市場的採用預計會擴大。 谷歌和蘋果等公司正計劃在美國推出新的智能手錶，以利用該地區不斷增長的設備機會。 例如，2022 年 10 月，谷歌將推出其首款智能手錶，將在網上和紐約的實體店銷售。
• 美國專利商標局已向 Apple Inc. 授予一項靈活、可捲曲的顯示器專利。 該公司目前正在研究開發一種設備，該設備具有兩個獨立的外殼，展開後在中間露出一個平面顯示器。 該專利還表明該設備可能同時具有剛性顯示屏和可捲曲屏幕。
• 此外，2022 年 5 月，美國 AR 智能眼鏡製造商 Vuzik 宣布與 Atomistic SAS 達成交易。 根據戰略協議，Vuzix 將獲得在其智能眼鏡中使用 Micro LED 鏡片的獨家許可，Atomistic SAS 將幫助為 Vuzix 的 AR 產品設計定制背板。 這些新興市場的發展將在預測期內推動研究市場的增長。

Micro LED市場競爭者分析

微型發光二極管 (LED) 市場競爭激烈。 隨著創新和可持續產品的興起，許多公司正在通過獲得新合同和開拓新市場來提高其市場佔有率，以保持其在全球市場的地位。 以下是一些主要的發展。

2022 年 10 月，Avicena 宣布已從 Nanosys 收購 microLED 製造設施和相關工程團隊。 此次收購顯著增強了 Avicena 針對多 Tbps 並行互連優化的高速 GaN microLED 的開發和製造能力。

2022 年 3 月，Google 宣布收購 Laxium，這是一家基於 MicroLED 的初創公司，為增強現實和混合現實設備中使用的顯示器開發微型發光二極管。 此次收購將使谷歌能夠製造 AR 顯示器。

其他福利。

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 研究假設和市場定義
• 調查範圍

第二章研究方法論

第 3 章執行摘要

第 4 章市場洞察

• 市場概覽
• 工業價值鏈分析
• 產業吸引力 - 波特五力分析
  • 新進入者的威脅
  • 買家的議價能力
  • 供應商的議價能力
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場動態

• 市場驅動因素
  • MEMS 技術的出現
  • 消費電子產品的增長
• 市場製約因素
  • 材料轉移可能成為 Micro Led 商業化的瓶頸
  • 供應鏈的複雜性

第 6 章市場細分

• 通過申請
  • 展示
    • 智能手錶
    • 接近設備（AR、VR）
    • 電視
    • 智能手機/平板電腦
    • 顯示器/筆記本電腦
    • 平視顯示器
    • 數字標牌
  • 燈光
• 最終用戶
  • 消費類電子產品
  • 汽車
  • 航空航天與國防
  • 其他最終用戶
• 按地區列出
  • 北美
  • 歐洲
  • 亞太地區
  • 世界其他地方

第七章競爭格局

• 公司簡介
  • Innolux Corporation
  • Sony Corporation
  • LG Display Co Ltd
  • Aledia SA
  • Epistar Corporation
  • Optovate Limited
  • Rohinni LLC
  • Samsung Electronics Co. Ltd
  • JBD Inc.
  • Plessey Semiconductors Limited
  • Ostendo Technologies Inc.
  • VueReal Inc.
  • Allos Semiconductors

第8章 投資分析

第9章 市場機會未來動向

The micro LED market is expected to register a CAGR of 51.1% during the forecast period. The rising growth of consumer technology coupled with an emergency of MEMS technology is further boosting the growth of the market studied.

Key Highlights

• In the current market, liquid crystal displays (LCDs) and organic light-emitting diode (OLED) displays are the two dominant flat-panel display technologies. However, micro-LEDs (μLEDs) and inorganic mini-LEDs (mLEDs) have recently emerged by significantly enhancing LCDs' dynamic range or as sunlight-readable emissive displays.
• A micro-LED is considerably simpler than an LCD, as they emit light and can be controlled individually. This results in displays that offer significantly better image quality (response time, contrast) and are highly efficient, too, as there are no filters in LCDs. OLEDs utilize tiny sub-pixels made from organic emissive materials. Micro-LEDs are somewhat similar but with an inorganic LED structure. Compared to OLEDs, micro-LEDs are poised to be much more efficient and brighter, more durable (higher lifetime), and with a higher color gamut.
• Mini-LED and micro-LED screens have several advantages over LCD and OLED displays, such as being thinner and more energy-efficient. As a result, several companies are developing new devices that may use the latest technologies. Apple showed significant interest in incorporating micro-LED technology in its iPhone, iPad, and smartwatch display applications.
• The requirements of wearable products include small size, lightweight, low power consumption, and environmental resistance. The progressing micro-LED technologies, thus, become critical for the development of smart wearables. Micro-LED is poised to be the next-generation display for innovative applications for smartwatches and glasses. In December 2020, Konka introduced the first micro-LED Watch, the APHAEA Watch. It uses a 2-inch micro-LED display with a pixel pitch of 0.12 mm, and the micro-LED chips are 30 um in size.
• Further, rapid advances in high-speed communication and miniature mobile computing platforms escalated a strong demand for deeper human-digital interactions beyond traditional flat panel displays. AR and VR technologies are driving the growth of next-generation interactive displays with increased applications across various industries. Such trends are expected to boost micro-LED adoption for AR and VR applications.

Micro LED Market Trends

AR/VR to Account for Significant Market Share

• Virtual Reality and augmented reality technologies have redefined the way users interact with electronics and gadgets by embracing an immersive experience and promoting interaction between the user and the device. Such trends augment the demand for advanced display technologies, amongst other technologies.
• Micro-LED is an advanced display technology that ensures high brightness and contrast while keeping power consumption low. These features are particularly relevant for augmented reality (AR) and virtual reality (VR) applications to deliver the best visual experience. The increased number of applications stimulates several companies to collaborate to develop and integrate advanced technologies in their devices and enhance the user's experience.
• In October 2021, Chinese electronics company TCL unveiled its brand-new Thunderbird Smart Glasses Pioneer Edition, equipped with a full-color transparent micro-LED display. The glasses also have an inbuilt camera allowing users to take pictures with a click on the side of the frame. The glasses look like regular specs due to their transparent displays and the waveguide technology that TCL has been using for three years. The glasses may also have augmented reality support, which means they can add layers of digital information to the user's vision through the glasses.
• Further, in December 2021, MICLEDI Microdisplays, a technology company in micro-LED displays for high-end augmented reality (AR) glasses, demonstrated the industry's first micro-LED arrays-for-AR built on a 300mm CMOS manufacturing platform. The advanced manufacturing precision, performance, and cost-efficiency offered by the 300mm product strategy distinguish MICLEDI as a display partner of choice for AR glasses manufacturers.
• Also, in September 2021, Xiaomi introduced a pair of smart glasses called Xiaomi Smart Glasses, equipped with a monochrome micro-LED system that provides higher pixel density and a longer lifespan while having a simpler structure compared to OLED. According to Xiaomi, micro-LED allows for a more compact display and easier screen integration.

North America to Account for Largest Share

• The increasing penetration of smartphones is considered one of the biggest contributors toward adopting micro LED in the region. In recent years, the United States witnessed consistent growth in smartphone sales. According to Zippia, around 294.15 million people in the United States own a smartphone, which is about 89% of the country's total population.
• The increasing penetration of smartwatches in the region is also expected to augment the adoption of the micro LED market. Companies, such as Google and Apple are planning to launch a new smartwatch in the United States to leverage the growing opportunities of these devices in the region. For instance, in October 2022, Google launched its first smartwatch, which will be available online and in its physical store in New York City.
• The United States Patent and Trademark Office has granted a patent for Apple Inc. for a flexible and rolling display. The company is now looking at developing a device featuring two separate housings which roll out to reveal a flat display in the center. The patent also indicates that the devices could feature both a rigid display and a rollable screen.
• Further, in May 2022, Vuzik, a United States-based manufacturer of AR smart glasses, announced an agreement with Atomistic SAS. The strategic agreement provides Vuzix with an exclusive license to use microLED lenses for its smart glasses, and Atomistic SAS will assist Vuzix in designing custom backplates for its AR products. Such developments fuel the studied market's growth over the forecast period.

Micro LED Market Competitor Analysis

The Micro Light Emitting Diode (LED) Market is highly competitive. With increased innovations and sustainable products, many companies are increasing their market presence by securing new contracts and tapping new markets to maintain their position in the global market. Some of the key developments are:

In October 2022, Avicena announced the acquisition of a microLED fabrication facility and associated engineering team from Nanosys. The transaction will significantly enhance Avicena's capabilities in developing and manufacturing high-speed GaN microLEDs optimized for parallel multi-Tbps interconnects.

In March 2022, Google announced the acquisition of Raxium, a MicroLED-based start-up that develops tiny light-emitting diodes for displays used in augmented and mixed-reality devices. The acquisition will help Google make AR displays.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Value Chain Analysis
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Emergence of MEMS Technology
  • 5.1.2 Growth of Consumer Electronics
• 5.2 Market Restraints
  • 5.2.1 Mass Transfer to be a Bottleneck for Commercialization of Micro Led
  • 5.2.2 Complexities Through the Supply Chain

6 MARKET SEGMENTATION

• 6.1 By Application
  • 6.1.1 Display
    • 6.1.1.1 Smartwatch
    • 6.1.1.2 Near-to-eye Devices (AR and VR)
    • 6.1.1.3 Television
    • 6.1.1.4 Smartphone and Tablet
    • 6.1.1.5 Monitor and Laptop
    • 6.1.1.6 Head-up Display
    • 6.1.1.7 Digital Signage
  • 6.1.2 Lighting
• 6.2 By End User
  • 6.2.1 Consumer Electronics
  • 6.2.2 Automotive
  • 6.2.3 Aerospace and Defense
  • 6.2.4 Other End Users
• 6.3 By Geography
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia-Pacific
  • 6.3.4 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Innolux Corporation
  • 7.1.2 Sony Corporation
  • 7.1.3 LG Display Co Ltd
  • 7.1.4 Aledia SA
  • 7.1.5 Epistar Corporation
  • 7.1.6 Optovate Limited
  • 7.1.7 Rohinni LLC
  • 7.1.8 Samsung Electronics Co. Ltd
  • 7.1.9 JBD Inc.
  • 7.1.10 Plessey Semiconductors Limited
  • 7.1.11 Ostendo Technologies Inc.
  • 7.1.12 VueReal Inc.
  • 7.1.13 Allos Semiconductors

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS