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市場調查報告書

Micro-LED:研發 (R&D) 投資組合分析及ROADMAP

Micro-LED - R&D Portfolio Analysis and Roadmapping

出版商 Frost & Sullivan 商品編碼 662147
出版日期 內容資訊 英文 53 Pages
商品交期: 最快1-2個工作天內
價格
Micro-LED:研發 (R&D) 投資組合分析及ROADMAP Micro-LED - R&D Portfolio Analysis and Roadmapping
出版日期: 2018年06月29日內容資訊: 英文 53 Pages
簡介

Micro-LED為次世代自發光低功耗的顯示技術,相較傳統技術如有機EL (OLED) 及液晶顯示器 (LDC) 等,具有更卓越的畫質。目前正在進行各種實現大量生產的研發工作,其中GaN-on-Si作為有效解決方案廣受關注。

本報告討論全球Micro-LED市場研發 (R&D) 方向性及可能性、Micro-LED概要及目前技術水準、當前研發體制、專利申請及取得情況、技術管理策略、未來有望應用領域,並彙整有助未來成功與成長的策略性建議。

第1章 摘要整理

第2章 Micro-LED:技術現況分析

  • 自發光Micro-LED技術:預估中期爆發性成長
  • 技術影響評估:小型顯示器的短期市場機會
  • Micro-LED和既有顯示技術:基於標準的比較分析
  • 互動顯示器及VLC市場機會
  • 美國大型企業:投資及M&A策略
  • 主要課題:產品製造及維持高收益課題

第3章 環境分析:研發投資組合領域及內容評估 - 大量傳輸、GaN-on-Si、內部連結

  • Micro-LED製造過程:比傳統LED更複雜
  • Micro-LED製造:主要未滿足市場需求及KPI
  • 主要R&D投資組合領域及技術創新主題概況
  • 製造商主要研發投資組合:專注新製造技術實現大量生產
  • 大量輸送技術的主要研發投資組合:3個關鍵領域
  • 其他研發投資組合主題:雷射剝離及MOCDV
  • Micro-LED研究方向
  • Micro-LED研發預算評估
  • Micro-LED研發推動因素
  • Micro-LED製造課題
  • 市場5大需求

第4章 專利投資組合分析及主要研發趨勢

  • 專利趨勢分析及研發投資組合領域
  • Micro-LED相關主要專利 (20件)
  • Micro-LED相關主要專利 (20件) 及利益相關者
  • 主要專利 (5件):應用/技術創新指數
  • 矩陣概要:Apple有望成為Micro-LED市場長期領導者

第5章 加強研發及商業化的技術管理策略

  • Micro-LED商業生態系統
  • 主要新興策略:分拆、技術授權
  • Micro-LED市場有望策略:強化、開發、合作、排除
  • 強化製造能力的業務合作策略
  • 建立策略性合作關係以強化研發投資組合之企業積極參與

第6章 策略研發PIPELINE:ROADMAP、高影響應用領域、未來市場機會

  • 研發PIPELINE及應用ROADMAP和技術準備水準
  • AR產品市場機會及合作增加將推動市場成長
  • 汽車、醫療等其他高影響領域

第7章 策略觀點

  • 推動Micro-LED大型導入的策略ROADMAP
  • 策略觀點:透過大型矽晶片實現高成本效益的Micro-LED大量生產
  • 策略觀點:GaN-on-Si有望主導Micro-LED產業
  • 短期商業化策略相關策略觀點

第8章 產業聯絡資訊

目錄
Product Code: D81F

Mass-Transfer and High Yield Technological Innovations Create Opportunities in Consumer Electronics, Automotive, and Healthcare

Micro-LEDs (or Micro LEDs) are a next-gen self-emissive low power display technology with superior image quality compared to conventional display technologies such as organic light emitting diode (OLED) displays and liquid crystalline displays (LCDs). The key R&D focus area is mass transfer technology which enables commercialization and mass production of micro-LEDs. GaN-on-Si is emerging as a potential technology enabling mass-manufacturing of micro-LEDs.

Micro-LED technology enables integration of sensor components layered on the display panel, resulting in more compact and efficient interactive displays. High growth opportunities are observed for display and semiconductor manufacturers. Micro-LEDs can be also used in advanced sensing applications and next-gen communication techniques such as visible light communication (VLC). In the short-term, consumer electronics application such as AR headsets and smartwatches are high impact sectors. In the longer term, micro-LEDs will be integrated into healthcare wearables and used for medical applications such as optogenetics.

The technology and innovation report covers the following aspects:

  • Significance of Micro-LEDs
  • Applications landscape
  • Key stakeholders and their competitive positioning [application vs innovation matrix]
  • Enviornment analysis: Assessment of R&D Portfolio Areas and Themes
  • Key unmet/market needs
  • Key performance indicators for R&D Success
  • Key drivers and challenges hindering commercialization
  • Insights on research orientation and funding
  • Patent analysis and innovation portfolio areas
  • R&D Pipeline and Applications roadmap
  • R&D and Commercialization strategies
  • Frost & Sullivan's Strategic Viewpoint on Growth opportunities

Table of Contents

1.0. EXECUTIVE SUMMARY

  • 1.1. Research Scope
  • 1.2. Research Methodology
  • 1.3. Research Methodology Explained
  • 1.4. Summary of Key Findings
  • 1.4. Summary of Key Findings (continued)

2.0. MICRO-LEDS - TECHNOLOGY STATUS REVIEW

  • 2.1. Self-Emissive Micro-LED Technology Poised to Witness Exponential Growth in the Medium-term
  • 2.2. Technology Impact Assessment: Opportunities for Small Scale Displays in the Near-term
  • 2.3. Criteria based Comparative Assessment of Micro-LEDs with Existing Display Technologies
  • 2.4. Opportunities in Interactive Displays and VLC
  • 2.5. Interest from Tier-1 Companies in US Driving Advancements: Investment and M&A Strategy
  • 2.6. Key Challenges: Issues related to Manufacturing and Achieving High Yield Rate

3.0. ENVIRONMENT ANALYSIS: ASSESSMENT OF R&D PORTFOLIO AREAS AND THEMES - MASS TRANSFER, GAN-ON-SI, INTERCONNECTION

  • 3.1. Micro-LED Manufacturing Process is More Complicated than Conventional LEDs
  • 3.2. Key Unmet Market Needs and KPIs in Manufacturing Micro-LEDs
  • 3.3. Profile of Key R&D Portfolio Area and Technology Innovation Themes
  • 3.4. Key R&D Portfolio Area for Manufacturers: Focus on Developing Novel Manufacturing Technologies Enabling Mass-Production
  • 3.5. Three Key R&D Portfolio Areas for Mass Transfer Technologies
  • 3.6. Other Key R&D Portfolio Themes: Laser Lift-off and MOCVD
  • 3.7. Research Orientation of Micro-LEDs
  • 3.8. R&D Budgetary Assessment of Micro-LEDs
  • 3.9. Driving Forces for R&D Advancements in Micro-LEDs
  • 3.10. Manufacturing Challenges of Micro-LEDs
  • 3.11. Key Five Market Needs

4.0. PATENT PORTFOLIO ANALYSIS AND KEY R&D THEMES

  • 4.1. Patent Trend Analysis and R&D Portfolio Areas
  • 4.2. Top 20 Patent Families in the Micro-LED Space
  • 4.3. Top 20 Patent Families and Stakeholder Analysis
  • 4.4. Top 5 Patent Family Analysis - Application vs Innovation Index
  • 4.5. Description of the Matrix: Apple Poised to Emerge as a Leader in the Micro-LED Space in the Long-term

5.0. TECHNOLOGY MANAGEMENT STRATEGIES TO ENHANCE R&D AND COMMERCIALIZATION

  • 5.1. Business Ecosystem of Micro-LEDs
  • 5.2. Spin-Offs and Technology Licensing are Key Emerging Strategies
  • 5.3. Proposed strategies for Micro-LED - Strengthen, Develop, Partner, and Avoid
  • 5.4. Collaboration Strategy to Strengthen Manufacturing Capabilities
  • 5.5. Companies Aggressively involved in Creating Strategic Collaborations to Strengthen their R&D Portfolio Areas

6.0. STRATEGIC R&D PIPELINE - ROADMAP, HIGH IMPACT APPLICATIONS, AND PROSPECTIVE OPPORTUNITIES

  • 6.1. R&D Pipeline and Application Roadmap and Technology Readiness Levels
  • 6.2. Opportunities for AR Products and Increasing Collaboration will be Driving Growth
  • 6.3. Automotive and Healthcare are other High Impact Areas

7.0. STRATEGIC VIEWPOINT

  • 7.1. Strategic Roadmap to Drive Wide-Scale Adoption of Micro-LEDs
  • 7.2. Strategic Viewpoint: Large Silicon Wafers to Enable Cost-effective High-Yield Manufacturing of Micro-LEDs
  • 7.3. Strategic Viewpoint: GaN-on-Si is Poised to Dominate the Micro-LED Industry
  • 7.4. Strategic Viewpoint on Near-term Commercialization Strategies

8.0. INDUSTRY CONTACTS

  • 8.1. Key Industry Contacts
  • Legal Disclaimer