Micro LED's massive transfer technology gradually overcomes the yield bottleneck, and the transfer cost will break through the cost threshold of traditional process. The industry expects that e-sports monitors, car monitors, etc. will be expected to become the next wave of application opportunities for Micro LED.
Micro LED display technology will enter the early stage of mass production from 2019, and all kinds of terminal applications will be commercialized. After Sony and Samsung Electronics have launched large-size Micro/Mini LED displays, Taiwan's large-size Micro LED displays are also expected to enter mass production in the fourth quarter of 2019.
Although Sony is the first company in the world to publish a large display screen for Micro LEDs, its products are expensive. After 2 years of product release, customers still have to wait for 3 months from order to delivery. Taiwan dollar is 15 million yuan right, and Samsung expects to release the world's first home Micro LED TV in June. Although the price has not yet been officially announced, the market estimates that the price of 75-inch Micro LED TV may exceed tens of thousands of dollars.
The industry pointed out that with the improvement of LED packaging technology, recently LED components are moving closer to the miniaturized size. The high-end specifications applied in the small-pitch display market can reach the level of Mini LED, and even the market overlap phenomenon. Past Mini LED and Micro LED display technology is usually divided by a grain size of 100 um, but in addition to the size, in order to meet the huge transfer process, the Micro LED die needs to be stripped of the sapphire substrate and then transferred to substrate materials such as PCB and glass. As a process difference between Mini LED and Micro LED, Mini LED is regarded as an excessive technology with low technical difficulty.
Wu Zhiyi, director of the Institute of Electro-optics of the Industrial Technology Research Institute, said that the transition period of Mini LED technology will be long. There is still no consensus in the industry, but the key lies in whether the micro-LED mass transfer technology and yield can meet the cost requirements, although there have been many in the past. The industry claims to have completed the technology of massive transfer, but it takes time and production cost is too high, even higher than the cost of using traditional single LEDs one by one, which does not meet the economic benefits of mass production.
Wu Zhiyi revealed that the recent Micro-Technology of the Institute of Technology and the cooperation of manufacturers such as Accumulation and Yuchuang has broken through the bottleneck of production cost. Under the same yield, the production efficiency will be better than the traditional process through the huge transfer technology. The number of huge transfers in an hour can reach tens of thousands of levels, and it is expected that after entering the trial production phase in the fourth season, it will be further accumulated by mass accumulation, which means that after entering mass production, it will be met. The target of manufacturers' production costs will be expected to expand shipments by 2020.
The industry believes that large-size Micro LED displays will be the first wave of applications with mass production scale and market demand, especially for indoor commercial displays, which will have the opportunity to cut into high-end and special niche markets and will be mass-produced in the future. After the technology matures, the production cost of Micro LED will be reduced, and there will be an opportunity to introduce into the e-sports monitor market, gradually replacing the Mini LED backlight technology, while the high-brightness and high-temperature-resistant vehicle display will also have the opportunity to become the next wave of Micro. Potential business opportunities for LED application needs
In the SID Display Week 2019, which has been closed recently, the new product of Micro LED technology has become the focus of industry attention. Including Suibao Technology and Yuchuang signed a letter of intent to jointly develop the next-generation Micro LED technology for wearable devices; China's panel maker Tianma also joined forces to launch the world's first penetration rate of more than 60% of 7.56吋The Micro LED display, with an ultra-narrow bezel of 0.68mm, is expected to be used in the automotive market.
In addition, Canadian startup VueReal announced that its patent-pending self-alignment technology will result in high display quality applications, will create a 30,000 ppi Micro LED array, and is expected to receive orders for its product samples starting in June.
Through the huge transfer technology, ITRI also transferred large quantities of Micro LEDs and Mini LEDs to different substrate materials, such as PCB, PI, etc. at SID. Due to poor PCB flatness, it is difficult to make Micro LED process of PCB substrate. High, ITRI has demonstrated a huge transfer technology that directly transfers a large number of three-color Micro LEDs to PCB boards, which will help to improve production efficiency and reduce costs。