Micro LED市場趨勢與技術成本分析：2023年

儘管主要用於智能手錶等可穿戴產品的 Micro LED 芯片預計在 2023 年僅產生 300 萬美元的收入，但蘋果在其新手錶中採用 Micro LED 顯示屏的情況預計將繼續。 2024 年激增至 1.72 億美元，2025 年激增至 4.63 億美元。

新款 Apple Watch 可能會鼓勵其他品牌開發和普及 MicroLED 可穿戴設備。 2022年至2027年，可穿戴應用的Micro LED芯片市場規模預計將實現873%的複合年增長率。

本報告調查了 Micro LED 的市場和技術成本，總結了市場規模的變化和預測，按器件類型詳細分析，技術路線圖，主要產品的規格和成本分析，以及技術挑戰的增加。

內容

第一章Micro LED自發光顯示器：市場分析

• Micro LED市場規模分析及預測：大型顯示器
• Micro LED 市場規模分析及預測：可穿戴顯示器
• Micro LED 市場規模分析與預測：頭戴式設備
• Micro LED市場規模分析及預測：車用顯示
• Micro LED 市場規模分析及預測：行動裝置
• Micro LED 市場規模分析及預測：IT 顯示器
• Micro LED 市場規模分析
• Micro LED晶圓市場需求分析
• Micro LED 市場路線圖：AIDAS 模型

第二章Micro LED大屏：市場分析

• Micro LED大屏規格及進展
• Micro LED芯片良率及品牌目標
• 傳質技術分析和趨勢
  • 庫力克索法
  • ASMPT
  • 控制
  • 信越化學
  • 連貫
  • 中風PAE
• 背板技術分析
• 三星 The Wall 系列：尺寸和分辨率
• LTPS 分析：三星/LG/京東方製造分析
• 主動/被動矩陣分析
• 三星 89 英寸 4K P0.51 LED 視頻牆/電視成本分析
• LG 與 BOE Micro LED 視頻牆/電視成本分析

第三章Micro LED穿戴式顯示器：手錶市場分析

• 全球智能手錶出貨量預測
• 智能手錶出貨產品配置：Apple vs Samsung
• Touch Taiwan: Micro LED 智能手錶 - AUO, PlayNitride, Innolux
• Apple Watch 規格分析
• Apple Micro LED 手錶：規格和成本分析
• 泰格豪雅 Micro LED 手錶：規格和成本分析
• 8英寸晶圓生產：優缺點分析
• Micro LED 芯片：倒裝/垂直芯片技術和應用市場

第 4 章 Micro LED 頭戴式顯示器：市場分析

• AR/VR 規範分析
• AR/VR 顯示技術路線圖
• AR/VR 市場中的問題
• AR/VR 微顯示技術概述
• AR/VR 微顯示技術分析
• Touch Taiwan：Micro LED透明AR眼鏡 - PlayNitride□Sitan
• AR：Micro LED 製造工藝
• Micro LED設備及製程升級
• 外延：基板材料和尺寸選項
• 芯片：2D/3D 結構分析
• 鍵合：溫度、應力和精度是重要的技術因素
• 鍵合：CTE 不匹配
• 綁定：大小不匹配問題
• 全彩微顯示技術
• InGaN 紅光技術
• 紅光困境：InGaN 還是 AlInGaP？
• 全彩顯示：QD 顏色轉換優缺點分析
• 全彩顯示：RGB 垂直堆疊
• LCOS：光引擎的小型化
• LBS：生態系統和光引擎小型化
• 微型 OLED：提高 PPI 和亮度

第五章Micro LED車載顯示：市場分析

• 車載顯示技術概覽
• HUD 市場出貨量 - 產品與區域市場分析
• HUD 產品規格和價格分析
• AR-HUD 技術分析
• AR-HUD OEM 供應鍊和產品規格分析
• HUD 市場價值鏈分析
• Micro LED透明顯示屏
• Touch Taiwan: Micro LED透明顯示- PlayNitride□AUO
• Micro LED透明顯示成本分析
• Micro LED 車用顯示應用概覽

(New Arrival) Micro LED Report- The Rise of Micro LED Smartwatches: Wearable Chip Revenue to Hit USD 463 Million in 2025

As TrendForce specifies in its latest report "TrendForce 2023 Micro LED Market Trend and Technology Cost Analysis", although revenue from Micro LED chips installed in wearables (mainly smartwatches) are estimated to be only USD 3 million in 2023, the number will skyrocket to USD 172 million and USD 463 million in 2024 and 2025, respectively, as Apple starts to adopt Micro LED displays for its new watches. The new Apple Watch will likely prompt other brands to develop and promote Micro LED wearables. Micro LED chip market value from wearable application is forecasted to achieve a whopping 873% CAGR between 2022 and 2027.

The Apple Watch Ultra rolled out in late 2022 indicates that the tech giant is surely focusing on Micro LED smartwatches. Despite the continued use of OLED screens, the Ultra lineup has raised the level of three crucial indicators for wearables, namely brightness (from 1,000 nits to 2,000 nits), size (from 1.77 inches [45mm] to 1.93 inches [49mm]), and entry price (from the previous $399 to $799 now), marking a milestone of this generation. The doubled brightness represents the company's preparation for Micro LED with high brightness nature. The enlarged size (2.12 inches) signifies an attempt to test users' reaction. Positioned as a top-level product, the Micro LED watch will cost more for certain, prompting Apple to announce high-end products and redefine price expectations among consumers. In short, the Ultra series represents Apple's multi-aspect attempt to "test the water" for market development before debuting its Micro LED products.

Wearables also play a crucial role in the development of Micro LED supply chains. Among Apple's chip suppliers, for example, Japan-based Nichia and Taiwan-based Epistar jointly serve as an alternative supplier list candidate in addition to ams OSRAM-a leading European chip manufacturer that is closely tied with Apple. The development of smartwatches has encouraged more chip manufacturers to enter the market. The resultant healthy competition enables the Micro LED cost to be reduced quickly and helps breakthrough the status quo that panel supply is heavily concentrated in Asia (i.e., LCD and OLED), making Micro LED a new market which LED companies worldwide have been striving to develop.

TrendForce holds that the debut of Micro LED wearables is an important turning point for Micro LED mass production. A smartwatch often comes with a resolution of around 200,000 pixels-an equivalent of 700,000-800,000 LEDs on the 2-inch screen of each device. Because of a low diode number and small display size, requirements of mass transfer for smartwatches are relatively low. Therefore, wearables are definitely a suitable application for manufacturers in attempt to mass produce Micro LEDs as display panels. In the Micro LED industry, wearables will become a critical application for businesses to generate solid market demand in the coming years.

Table of Contents

Chapter I. Micro LED Self-Emitting Display Market Analysis

• 2023-2027 Micro LED Market Scale Analysis- Large-Sized Displays
• 2023-2027 Micro LED Market Scale Analysis- Wearable Displays
• 2023-2027 Micro LED Market Scale Analysis- Head-mounted Devices
• 2023-2027 Micro LED Market Scale Analysis- Automotive Displays
• 2023-2027 Micro LED Market Value Analysis- Mobile Devices
• 2023-2027 Micro LED Market Value Analysis- IT Displays
• 2023-2027 Micro LED Market Value Analysis
• 2023-2027 Micro LED Wafer Market Demand Analysis
• Micro LED Market Roadmap- AIDAS Model

Chapter II. Micro LED Large-sized Display Market Analysis

• 2023 Micro LED Large-sized Display Specification and Progress
• Micro LED Chip Yield and Brand Target
• Mass Transfer Technology Analysis and Trend
  • Kulicke & Soffa
  • ASMPT
  • Contrel
  • Shin-Etsu Chemical
  • Coherent
  • Stroke PAE
• Backplane Technology Analysis
• Samsung The Wall Series- Size and Resolution
• LTPS (Side Wiring) Analysis- Samsung / LG / BOE Manufacturing Analysis
• Active / Passive Matrix Analysis
• Samsung 89-inch 4K P0.51 LED Video Wall / TV Cost Analysis
• LG vs. BOE Micro LED Video Wall / TV Cost Analysis

Chapter III. Micro LED Wearable Display- Watch Market Analysis

• 2023-2025 Global Smart Watch Shipment Forecast
• Smart Watch Shipment Product Mix- Apple vs. Samsung
• Touch Taiwan Micro LED Smart Watch- AUO, PlayNitride, Innolux
• 2024-2025 Apple Watch Specification Analysis
• Apple Micro LED Watch- Specification and Cost Analysis
• Tag Heuer Micro LED Watch- Specification and Cost Analysis
• 8-inch Wafer Production- Pros and Cons Analysis
• Micro LED Chip- Flip / Vertical Chip Technology and Application Markets

Chapter IV. Micro LED Head-Mounted Display Market Analysis

• AR / VR Specification Analysis
• AR / VR Display Technology Roadmap
• AR / VR Market Challenges- High PPI
• AR Market Challenges- Never Too Small
• AR Market Challenges- Never Too Bright
• AR / VR Microdisplay Technology Overview
• AR / VR Microdisplay Technology Analysis
• Touch Taiwan Micro LED Transparent AR Glasses- PlayNitride, Sitan
• Augmented Reality- Micro LED Manufacturing Process
• Micro LED Equipment and Manufacturing Process Upgrades
• Epitaxy- Substrate Materials and Size Options
• Chip- 2D / 3D Structural Analysis
• Bonding- Temperature, Stress, and Precision are Key Technical Factors
• Bonding- CTE Mismatch
• Bonding- Size Mismatch Problem
• Full Color Microdisplay Technologies
• InGaN Red Light Technology
• Red Light Dilemma- InGaN or AlInGaP?
• Full Color Display- QD Color Conversion Pros and Cons Analysis
• Full Color Display- RGB Vertical Stacking
• LCOS- Light Engine Miniaturization
• LBS- Ecosystem and Light Engine Miniaturization
• Micro OLED- Increasing PPI and Brightness

Chapter V. Micro LED Automotive Display Market Analysis

• Automotive Display Technology Overview
• 2023-2027 HUD Market Shipment- Product vs. Regional Market Analysis
• 2023 HUD Product Specification and Price Analysis
• AR-HUD Technology Analysis
• AR-HUD OEM Supply Chain and Product Specification Analysis
• HUD Market Value Chain Analysis
• Micro LED Transparent Display
• Touch Taiwan Micro LED Transparent Displays- PlayNitride, AUO
• 2023 Micro LED Transparent Display Cost Analysis
• Micro LED Automotive Display Application Overview