Although the iPhone X sales below market expectations, making Samsung under the revised OLED production line utilization rate, make OLED panel supply tight as the past two years, but according to dramexchange photoelectric research consulting (WitsView) the latest observation, this wave by Apple since the OLED panel has become a trend, forecast to 2021 the OLED panel of the intelligent mobile phone penetration will reach 46%.
OLED in technology maturity and production cost advantages, the short term will make Mini LED in intelligent mobile phone market is difficult to have the space to play.
WitsView pointed out that the Samsung OLED iPhone panel resources by apple and high order of intelligent home and other mobile phone up, yet to get rid of the OLED panel factory production yield low case, mobile phone manufacturers also try to find alternative technology for their flagship models. Mini LED because of its high color can be comparable with the OLED saturated and high contrast in the specification, and can support HDR function, became a strong candidate.
OLED does not require a backlight, can be thin, can be bent.
OLED in addition to high color full, high contrast and fast response time, the biggest advantage lies in its self luminous and bending properties, so that mobile phone manufacturers either in the thickness or design are more flexible. Mini LED is Micro LED before mass production leading technology, in the original LCD structure under the same premise, LED miniature chip size to 100~300 micron, through the matrix arrangement method in backlight module with LED. With a 5.5 inch FHD screen as an example, the number of LED used is as high as 2000~10000 stars ranging. A small number of LED will require a longer optical distance, which makes the increase in the thickness of a number of LED; although you can shorten the distance between optical backlight required and the uniformity is better, but will lead to the heat problem and makes a substantial increase in cost, how to achieve a balance is the bottleneck of the current manufacturers remains to be overcome.
Mini LED should aim at the niche market
From a cost point of view, at this stage, OLED has obvious advantages. With a 5.5 inch hard type OLED panel as an example, the cost fell approximately around $17~18; if the same size and resolution for Mini equipped with LED backlight panel, cost estimate of about $35~40 in the fall. With the capacity of OLED is no longer tight, the price pressure from the LTPS panel plus WitsView OLED intelligent mobile phone panel that offer long term is still relatively weak. Therefore, if Mini LED can reduce the cost, to mobile phone with high order smart OLED market competition.
Mini LED mobile phone backlight cost depends on the use of LED chips and chip transfer efficiency number, so many LED vendors are still trying to reduce costs through different technical solutions, such as through the optical adjustment to reduce the number of LED chips, or enhance the transfer efficiency of solid crystal machine Taiwan to keep playing the cost.
In the high profit niche market, because the gross product sales, cost is not a priority, so the introduction of Mini LED chance is many. The display screen is used from the beginning of the year Innolux published in CES 10.1 inch car, to the day before the show's gaming with 27 inch LCD monitor and a 15.6 inch Laptop, the 2 inch VR and other related equipment, it can be seen that the Mini LED technology in the niche market still has space to play.
Source: Science News
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