2018 the seminar on new display industry of the group consulting industry was successfully concluded.

In October 18, 2018, the seminar on the new display industry and the global Micro LED preface docking conference jointly organized by LEDinside, WitsView and China LED network of Chi Bang consulting company opened the curtain at JW Marriott Shenzhen. The meeting was packed and packed.

2018. The seminar on new display industry is full.

The theme of this seminar is the new display industry, focusing on many aspects such as Micro LED, Mini LED, small spacing LED and other new display technologies such as the development status and future trends. LEDinside analysts and digital industry experts have conducted a comprehensive interpretation.

At the beginning of the meeting, Dr. Liu Jionglang, chairman of the TrendForce Consulting Group, gave an opening speech, thanked all the participants and delivered speeches. This article briefly summarizes the main contents of the speeches delivered by speakers, so as to provide readers with readers.

Liu Jionglang, chairman of the gathering state, delivered the opening speech.

Analysis of the development trend of Chu Chao: Micro LED

LEDinside Research Associate in super

Business opportunities and challenges of LED miniaturization

The market of display industry is huge. In the past, the Japanese, Taiwan and South Korean manufacturers have invested a lot of capital and R & D resources. In recent years, Chinese mainland panel makers have joined the war and invested a lot of capital expenditure in the production line of the latest generation. However, most of the display industry in the past was led by LCD. With the rise of OLED technology, many manufacturers jumped into the OLED war. However, with the advent of Micro LED technology, LED has become a self luminous display through miniaturization and massive transfer technology. This innovative technology has attracted the attention of many manufacturers, investing a lot of R & D resources and starting to acquire new technologies with special technology. Therefore, the future Micro LED and Mini LED technology will bring great changes to the supply chain once they are mature.

New technology will speed up the development process of Micro LED.

LEDinside research associate Chu Yu Chao pointed out that Micro LED is still facing various technical bottlenecks, including six major aspects: epitaxial and wafer, transfer, full color, power drive, backplane and detection and repair technology. The biggest bottleneck in the past was the transfer of technology, but with the introduction of various transfer schemes, such as Pick & Place transfer, fluid assembly, laser transfer printing, and roller transfer, there are still more competitive technologies to be expected in the future, and there will be an opportunity to accelerate the development process of Micro LED. Since Micro LED technology can fill the specifications that LCD or OLED display can't achieve, it will gradually introduce Micro LED technology into the AR micro projection device, vehicle HUD projection application and even large display Kanban for higher luminance requirements.

Mini LED locking high order Backlight Market

Unlike traditional LED backlight, Mini LED chips are smaller in size and match the technology of direct down backlight and area lighting. Therefore, the consumption of LED wafers will increase exponentially and become an important application of supporting demand.

However, the cost structure of Mini LED backlight is still too high for the mainstream display products in the near future, and the factors such as heat dissipation and power consumption remain to be solved. So the market that can be cut in the future is still dominated by consumer high-order products. For example, the electric pen pen and high-order desktop screen, or high-order TV and other products. These consumer groups pay more attention to specifications and low price sensitivity, which will be the main battleground for manufacturers to make use of Mini LED backlight to differentiate.

Zhou Faye: Micro LED detection plan

KLA-Tencor Regional Product Manager (Asia) weekly development

"Prevention is more efficient and cost saving than repair." As the development process of Micro LED speeds up, the epitaxial and substrate inspection schemes need to be developed as well. Because MicroLED display technology is LED structure design thin film, miniaturization and array, Chip size is smaller than 1~100 m level, but fineness can reach 10 thousand times of traditional LED. How to detect defects accurately is the most important thing to repair at the first time.

KLA-Tencor's Candela8720 can detect all the important macro and micro defects of GaN epitaxial films, and multi-channel detection is conducive to the accurate classification of defects. Not only applied to the MicroLED market, but also can be used to detect many other compound semiconductor materials, which has been well applied in the defect management and control of MicroLED leading products.

Chen Liang: research and Prospect of next generation display LED chip technology research and Prospect

Chen Liang, senior manager of Au Optronics Co

It shows the development of LED chip technology from the previous LED outdoor / indoor display, to the small spacing, to the present Mini LED and Micro LED display.

According to LEDinside Research Report data, Mini LED display will be applied to TV, mobile phone, vehicle display, digital display (commercial advertising and display), and the estimated market size in 2025 is US $1 billion 70 million. Miro LED will be applied to TV, mobile phones, AR/VR, Che Zaixian, wearable electronics and digital display. In 2025, the market size was estimated to be US $2 billion 890 million.

There are two forms of application of MiniLED: self luminous display and display backlight. In application, these two technologies are complementary. MiniLED provides the possibility of massive transfer and integration of bonding technology. In the future, Micro LED needs to make breakthroughs in the key technologies of epitaxy and chips. The key technology of MicroLED extension includes three parts: uniformity of wavelength uniformity, defect and Particle control, and effective utilization of epitaxial area. The key technologies of the Micro chip include five: Sub micron process line width control, chip side leakage protection, substrate peeling technology (bulk chip transfer), array bonding technology (array transfer bonding), mass testing technology.

Xu Hongguang: patent map analysis in the field of Micro LED

Xu Hongguang, general manager of ammonium field

The global technology giant is actively investing in or acquiring Micro-LED start-ups, aiming to grab the patent layout of key technologies in the Micro-LED field, including Apple's acquisition of LuxVue in 2014.

This study analyzed thousands of patents, and the main results were as follows: global technology factories, research institutes, display manufacturers, LED manufacturers, semiconductor companies and start-ups participated in and proposed the layout of Micro-LED patents. For example, Sony, APPLE/Luxvue, ITRI and Illinois universities had some earlier patent layouts. Playnitride Mikro Mesa, a new startup, has also proposed patents for many technology solutions. Massive transfer technology is the focus of the patent layout of the major plants currently, concentrating on electrostatic adsorption, van der Waals transfer, fluid assembly, laser peeling, electromagnetic force / magnetic force, adhesion layer and vacuum adsorption. There are still many patent layout spaces for epitaxial and chip, full color, power drive, backplane and detection and repair technology. There are several technical areas that may be the basic technology of Micro LED Display in the future, such as the concept of the two substrate transfer technology, the repair and layout of the source, the non radiative composite structure on the side wall, etc.

Wang Yong: the development trend of LED display technology with small spacing

Wang Yong, product director

The small spacing LED display has been widely concerned by the industry since its appearance and maintained a high annual growth rate. Its growth rate is expected to be about 40% in 2018. The development path of small spacing LED display has also developed from the previous single SMD surface paste to the technology of positive COB, Mini LED and Micro LED. In terms of technology, relative to SMD, positive COB has excellent protective advantages, but the positive welding line will occupy a certain space and can not be applied in the LED display with smaller spacing. And a large number of welding lines also reduce the reliability of the display to a certain extent. Mini LED display makes up for this defect and is also luminous. Micro LED can greatly reduce the cost of LED chips in theory, but it still needs to break through in the heavy process. Under the current technological conditions, the supersafe technology provides the most economical and applicable solution for P1.0 or above products. With the development and maturity of Mini LED and Micro LED technology, P1.0 will be the mainstream market of the two.

Qiu Yubin: panel display industry trend analysis

Qiu Yubin, vice president of WitsView research

According to the latest "new display technology cost" report of WitsView, as MiniLED's LCD backlight structure is similar to the LED backlight structure of the existing LCD display, it has not changed much in design, so it is also highly expected by manufacturers, hoping it can become a transition product before mass production. But whether it's consumer electronics such as cell phones or televisions, MiniLED will directly face competition from OLED. In the short term, the high price IT has more opportunities than the vehicle display market.

The exclusive supply of large size OLED panels has not changed for the time being. Although the expansion rate is relatively slow, it will continue to encroach on the share of LCD TV in the high-end market. LGD As for the small size OLED, China's capacity accession and the folding OLED commercialization push up the penetration rate of the intelligent machine market. It is estimated that penetration in 2021 will reach nearly 50%.

WitsView predicts that the global penetration of HDTV will reach 45.3% in 2018, 8.2 percentage points higher than that in 2017. The main reason for the growth is that the panel manufacturers have phased out the full HD high-dimensional products of 55 inches or more, and have applied 4K technology in medium size, such as 50 inches and 43 inches.

As the ultra-high definition market is weakening, its penetration growth rate will slow down. The future trend of brand and panel makers will definitely upgrade to 8K products. However, the key factors for the rapid growth of 8K penetration will depend on how the supply chain can rapidly promote 8K and how to properly price 8K (the current price of 8K TV is too high). The main starting size of 8K may be withdrawn from 65 inches to 75 inches. WitsView believes that 8K penetration rate prediction will be far less than 4K. Panel supply, brand attitude, pricing strategy, product positioning and content presentation are all challenges that will be encountered on the road to popularization. It is estimated that only 10% of the penetration level will be exceeded until 2022.

Xie Zhiguo: progress and application of Mini backlight technology

Xie Zhiguo, deputy general manager of white light device division,

Dr. Xie Zhiguo said that the products of National Star photoelectric backlight products are complete and the production technology is mature, with 4012, 4014, 7016, 8520, 3030 and other backlight components. The products include different OD direct LB, blue light LB, anti blue light LB, high color gamut LB, narrow side curved surface LB, etc., which can meet all kinds of product needs of customers. In view of the backlight application of MiniLED, Guoxing has two Mini-COB and Min-SMD technologies, and Dr. Xie focuses on Mini COB 0D<1mm and OD2mm. The star Mini LED backlight has five advantages: one is the wider color gamut, which can realize 110%Rec.2020; the two is the use of dynamic area adjustment technology, which can achieve HDR effect; three is the use of ultra-thin COB package, OD<2mm; four is flexible application, can achieve seamless splicing and surface display; five is the replacement of OLED or traditional LCD backlight. In the end, Dr. Xie carried out a detailed interpretation of the advantages of the star Mini backlight products in terms of miniaturization, large angle of light, consistency and reliability.

Liang Rongchang: massive transfer and joint technology of Micro LED

Trillion trillion Ling Dong