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マイクロLEDの市場機会の分析・予測

MICRO-LED MARKET OPPORTUNITIES: 2018-2027

発行 n-tech Research, a NanoMarkets company 商品コード 644722
出版日 ページ情報 英文 93 Pages
納期: 即日から翌営業日
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マイクロLEDの市場機会の分析・予測 MICRO-LED MARKET OPPORTUNITIES: 2018-2027
出版日: 2018年07月12日 ページ情報: 英文 93 Pages
概要

当レポートでは、世界のマイクロLEDの市場を調査し、各種技術と製造戦略、バリューチェーン、各種用途と商業化のロードマップ、製品区分別の技術および市場の潜在性の分析、10カ年予測、主要国・地域別の分析、主要企業のプロファイルなどをまとめています。

エグゼクティブサマリー

第1章 イントロダクション

第2章 技術と製造戦略

  • マイクロLED vs 既存 (LCD)・新興 (OLED) 技術
  • マイクロLEDの製造手法・問題・課題
    • マイクロLED vs ミニLED vs 通常のLED照明
    • マイクロLEDのエピタクシー基板
    • モノリシック
    • モノリシックハイブリダイゼーション
    • 3D集積 (マストランスファー)
  • マイクロLEDのバリューチェーン
    • バリューチェーン構成:モノリシック・ハイブリッド・3D集積ディスプレイ
    • エピ基板
    • エピウエハ
    • MOCVD機器
    • マストランスファー機器
    • コスト分析
  • 本章の要点

第3章 10カ年予測

  • マイクロLEDの用途と商業化のロードマップ
  • LCDバックライティング・マイクロLEDアレー (BLU)
    • 技術・市場の潜在性
    • 10カ年予測
  • 超大型:ビデオウォール・デジタルサイネージ
    • 技術・市場の潜在性
    • 10カ年予測:
      • ホームシアター
      • デジタルシネマ
      • デジタルサイネージ&広告
  • 大型:TV・モニター
    • 技術・市場の潜在性
    • 10カ年予測
  • 中型:スマートフォン・タブレット
    • 技術・市場の潜在性
    • 10カ年予測:マイクロLEDスマートフォン
  • 小型:スマートウォッチ
    • 技術・市場の潜在性
    • 10カ年予測
  • 自動車:HUDプロジェクター
    • 技術・市場の潜在性
    • 10カ年予測:マイクロLED自動車用HUD市場
  • 超小型:ニアアイマイクロディスプレイ (AR/VR)
    • 技術・市場の潜在性
    • 10カ年予測
  • 照明
    • 技術・市場の潜在性
    • 10カ年予測
  • リソグラフィ・3Dプリンティング
    • 技術・市場の潜在性
    • 10カ年予測
  • LiFi
    • 技術・市場の潜在性
    • 10カ年予測
  • マイクロLEDウエハ製造の分析
  • マイクロLED市場の分布
  • 主要国・地域別の分析
    • 台湾
    • 中国
    • 日本
    • 韓国
    • 北米
    • 西欧
  • 本章の要点

第4章 主要企業のプロファイル

  • AIXTRON
  • Aledia
  • ALLOS Semiconductors
  • Apple
  • AUO
  • CEA-LETI
  • JBD
  • LG Display
  • Lumens
  • Lumiode
  • Nanosys
  • PlayNitride
  • Plessey Semiconductors
  • QMAT
  • Rohinni
  • Samsung
  • ソニー
  • Uniqarta
  • VueReal
  • Veeco Instruments
  • X-Celeprint
目次
Product Code: Nano-1003

The main objective of this report is to analyze and forecast the commercial potential of the MicroLED market. In this report, we also provide strategic analysis of the key players in the micro-LED industry which include large global consumer electronics producers, major equipment and materials suppliers, national laboratories and universities and an array of small start-ups.

Coverage

Markets and applications: In this report, we provide coverage of the following primary applications for micro-LED chips:

  • AR/VR projectors
  • Heads-up displays (HUD)
  • Smartwatches
  • Smartphones and tablets
  • Computer monitors
  • <65" TVs
  • >65" TVs and video walls

As part of this analysis detailed (volume and value) ten-year forecasts for the MicroLED market with breakout by applications are included, the focus of these forecasts centers on displays for consumer products. We also compare micro-LED technology and associated products performance with the closest competitors in the marketplace-LCD and OLED products.

We briefly review non-display applications of micro-LEDs, i.e., lighting, lithography, LiFi, medical and others, including advantages and challenges in the micro-LED approach for specific applications, and provide rough market estimations.

Manufacturing: A significant portion of the report is dedicated to micro-LED manufacturing-mass transfer and assembly of micro-LED dies on display substrates. We review all technical approaches to develop the solution by dozens of companies and provide guidance on their likely success and expected outcome. We also briefly touch on color conversion schemes and materials, especially quantum dots, and their integration with monolithic micro-LED fabrication scheme.

In addition, there is coverage of substrate materials producers (sapphire or silicon wafers), MOCVD epi-layers deposition equipment companies, micro-LED chip fabricators, mass transfer equipment developers, quantum dot companies, testing equipment suppliers, panel makers and OEMs.

Geographical coverage: This report is international in scope. The forecasts here are worldwide forecasts and we have not been geographically selective in the firms that we have covered in this report or interviewed in order to collect information.

Table of Contents

Executive Summary

  • E.1 Where the Opportunities for micro-LED Displays are being Found
    • E.1.1 Competitive Advantages of Micro-LED Displays
    • E.1.2 Opportunities for Displays that need the Extra Performance Provided by micro-LEDs
  • E.2 Timing for Micro-LED Product Introductions: Next Two to Three Years
  • E.3 Tough Technical and Logistical Problems are Yet to be Solved
    • E.3.1 Uniformity of Epitaxial Layers Growth and Scaling up Epi-substrate Sizes
    • E.3.2 Efficiency Drop with Shrinking LED Size
    • E.3.3 Micro-LED Fabrication Schemes
    • E.3.4 Mass Transfer Yield and Throughput is a Key for Success
  • E.4 Who are the Main Players in micro-LED Displays?
  • E.5 Ten-year Forecasts of micro-LED Markets
    • E.5.1 Micro-LED Market Forecast 2028-2027
    • E.5.2 Market Breakout by Applications/Products

Chapter One: Introduction

  • 1.1 Background to the Report
    • 1.1.1 Micro-LEDs now a Serious Contender as a Display Technology
    • 1.1.2 Technology Challenges Associated with micro-LEDs
    • 1.1.3 Process Chain Issues with Micro-LEDs
    • 1.1.4 Emerging Supply Structure for Micro-LEDs
    • 1.1.5 The Coming Rollout for micro-LEDs
  • 1.2 Goals and Scope of this Report
    • 1.2.1 Coverage
  • 1.3 Methodology of this Report
    • 1.3.1 Sources of Information
    • 1.3.2 Forecasting Methodology
  • 1.4 Plan of this Report

Chapter Two: Technologies and Manufacturing Strategies

  • 2.1 Micro-LED vs. Incumbent (LCD) and Emerging (OLED) Technologies
  • 2.2 Micro-LED fabrication methods, problems and challenge
    • 2.2.1 micro-LED vs mini-LED vs regular LED lighting
    • 2.2.2 Micro-LED Epitaxial Substrate
    • 2.2.3 Monolithic fabrication
    • 2.2.4 Monolithic Hybridization Fabrication
    • 2.2.5 3D Integration (Mass Transfer)
  • 2.3 Micro-LED Supply Value Chain
    • 2.3.1 Value Chain Configurations for Monolithic, Hybrid and 3D Integrated Displays
    • 2.3.2 Epi-substrates
    • 2.3.3 Epi-wafers
    • 2.3.4 MOCVD Equipment
    • 2.3.5 Mass Transfer Equipment
    • 2.3.6 Cost Analysis
  • 2.4 Key Points from this Chapter

Chapter Three: Ten-year Forecasts of Micro-LED Markets

  • 3.1 Micro-LED Applications and Commercialization Roadmap
  • 3.2 LCD Backlighting with micro-LED Arrays (BLU)
    • 3.2.1 Technology and Market Potential
    • 3.2.2 Ten-year Forecast for LCD BLU with micro-LEDs
  • 3.3 Ultra-large format: Video Walls, Digital Signage
    • 3.3.1 Technology and Market Potential
    • 3.3.2 Ten-year Forecast
      • 3.3.2.1 Ten-year Forecast For Micro-LED Video Walls In Home Theaters
      • 3.3.2.2 Ten-year Forecast For Micro-LED Video Walls In Digital Cinemas
      • 3.3.2.3 Ten-year Forecast for Micro-LED Video Walls In Digital Signage And Advertising
  • 3.4 Large Format: TVs and Monitors
    • 3.4.1 Technology and Market Potential
    • 3.4.2 Ten-year Forecast
  • 3.5 Medium Format: Smartphones, Tablets
    • 3.5.1 Technology and Market Potential
    • 3.5.2 Ten-year Forecast for micro-LED Smartphones
  • 3.6 Small Format: Smartwatches
    • 3.6.1 Technology and Market Potential
    • 3.6.2 Ten-year Forecast
  • 3.7 Automotive: HUD projectors
    • 3.7.1 Technology and Market Potential
    • 3.7.2 Ten-year Forecast for Micro-LED Automotive HUD Market
  • 3.8 Ultra-small-format: Near-eye Microdisplays (AR/VR)
    • 3.8.1 Technology and Market Potential
    • 3.8.2 Ten-year Forecast
  • 3.9 Lighting
    • 3.9.1 Technology and Market Potential
    • 3.9.2 Ten-year Forecast for micro-LED Lighting
  • 3.10 Lithography and 3D printing
    • 3.10.1 Technology and Market Potential
    • 3.10.2 Ten-year Forecasts
    • 3.10.2.1 Ten-year Forecast for micro-LED Lithography Systems
    • 3.10.2.2 Ten-year Forecast for micro-LED 3D Printers
  • 3.11 LiFi
    • 3.11.1 Technology and Market Potential
    • 3.11.2 Ten-year Forecast for micro-LED LiFi
  • 3.12 Analysis of micro-LED Wafers Market Production
  • 3.13 Analysis of Overall micro-LED Market Distribution
    • 3.13.1 By Year from 2018 through 2027
    • 3.13.2 By Application from 2018 until 2027
  • 3.14 Analysis of micro-LED Markets By Key Countries And Regions
    • 3.14.1 Taiwan
    • 3.14.2 China
    • 3.14.3 Japan
    • 3.14.4 Korea
    • 3.14.5 North America
    • 3.14.6 Western Europe
  • 3.15 Key Points from this Chapter

Chapter Four: Profiles of Key Players

  • 4.1 AIXTRON
    • 4.1.1 Manufacturing Solutions
    • 4.1.2 Customers
  • 4.2 Aledia
    • 4.2.1 Manufacturing Solutions
  • 4.3 ALLOS Semiconductors
  • 4.4 Apple
  • 4.5 AUO
  • 4.6 CEA-LETI
  • 4.7 JBD
  • 4.8 LG Display
  • 4.9 Lumens
  • 4.10 Lumiode
  • 4.11 Nanosys
  • 4.12 PlayNitride
  • 4.13 Plessey Semiconductors
  • 4.14 QMAT
  • 4.15 Rohinni
  • 4.16 Samsung
  • 4.17 Sony
  • 4.18 Uniqarta
  • 4.19 VueReal
  • 4.20 Veeco Instruments
  • 4.21 X-Celeprint
  • Acronyms and Abbreviations Used In this Report
  • About the Author

List of Exhibits

  • Exhibit E-1: micro-LED Market Projection from 2018-2027
  • Exhibit E-2: micro-LED Market Segmentation in 2019
  • Exhibit E-3: micro-LED Market Segmentation in 2025
  • Exhibit E-4: micro-LED Market Segmentation per Application (2018-2027)
  • Exhibit E-5: micro-LED Production by Main Countries/Regions
  • Exhibit E-6: micro-LED Wafers Demand Forecast
  • Exhibit E-7: micro-LED Wafers Demand per Application, 2018-2027
  • Exhibit 2-1: Simplified Schematics of Three Major Technologies Discussed in this Report
  • Exhibit 2-2: Comparison of Three Competing Display Technologies (LCD, OLED, micro-LED)
  • Exhibit 2-3: Dimensions Comparison between LEDs, mini-LEDs and micro-LEDs
  • Exhibit 2-4: Comparison between GaN on Sapphire and on Si Substrates
  • Exhibit 2-5: micro-LED Fabrication Schemes and Target Applications
  • Exhibit 2-6: Mass Transfer of micro-LED dies and IC Chips onto Display Substrate
  • Exhibit 2-7: A Comparison between Major Mass Transfer Technologies
  • Exhibit 2-8: The micro-LED Display Supply Chain
  • Exhibit 3-1: Applications of micro-LED Technology
  • Exhibit 3-2: Ten-year forecast for LCD BLU with micro-LEDs
  • Exhibit 3-3: Ten-year Forecast for micro-LED Display Home Theater
  • Exhibit 3-4: Ten-year Forecast for micro-LED Display Cinemas
  • Exhibit 3-5: Ten-year Forecast for micro-LED Display Digital Signage
  • Exhibit 3-6: Ten-year Forecast for micro-LED TVs
  • Exhibit 3-7: Ten-year Forecast For Micro-LED Smartphones and Tablets
  • Exhibit 3-8: Ten-year Forecast for micro-LED Smartwatches
  • Exhibit 3-9: Ten-Year Forecast for Micro-LED Display Automotive HUD Projectors
  • Exhibit 3-10: Brightness comparisons (AR/VR projector technologies vs requirements)
  • Exhibit 3-11: Ten-year Forecast for micro-LED Display AR/VR Devices
  • Exhibit 3-12: Ten-year Forecast for micro-LED Lighting
  • Exhibit 3-13: Ten-year Forecast for micro-LED Lithography Systems
  • Exhibit 3-14: Ten-year Forecast for Low-end micro-LED 3D Printers
  • Exhibit 3-15: Ten-year Forecast for micro-LED LiFi
  • Exhibit 3-16: micro-LED wafers demand forecast
  • Exhibit 3-17: micro-LED wafers demand per application, 2028-2027
  • Exhibit 3-18: Micro-LED Market Projection (2018-2027)
  • Exhibit 3-19: Micro-LED Market Segmentation 2019
  • Exhibit 3-20: Micro-LED Market Segmentation 2025
  • Exhibit 3-21: Micro-LED Production by Main Countries/Regions (2018)
  • Exhibit 3-22: Projections for micro-LED Production in Taiwan for 2018-2027
  • Exhibit 3-23: Projections for micro-LED production in China for 2018-2027
  • Exhibit 3-24: Projections for micro-LED production in Japan for 2018-2027
  • Exhibit 3-25: Projections for micro-LED production in Korea for 2018-2027
  • Exhibit 3-26: Projections for micro-LED production in North America for 2018-2027
  • Exhibit 3-27: Projections for micro-LED production in Western Europe for 2018-2027
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