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市場調査レポート
商品コード
1287792
マイクロLEDの市場動向・技術コスト分析:2023年2023 Micro LED Market Trend and Technology Cost Analysis |
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マイクロLEDの市場動向・技術コスト分析:2023年 |
出版日: 2023年05月31日
発行: TrendForce
ページ情報: 英文 160 Pages
納期: 即日から翌営業日
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主にスマートウォッチなどのウェアラブル製品に搭載されるマイクロLEDチップの収益規模は、2023年にはわずか300万米ドルと推計されるものの、Appleが新しい時計にマイクロLEDディスプレイを採用することから、2024年には1億7,200万米ドル、2025年には4億6,300万米ドルへと急増すると予測されています。
新しいApple Watchは、他のブランドにもマイクロLEDウェアラブルの開発・普及を促すことになりそうです。ウェアラブル用途のマイクロLEDチップの市場規模は、2022年から2027年にかけて873%のCAGRを達成すると予測されています。
当レポートでは、マイクロLEDの市場および技術コストを調査し、市場規模の推移・予測、デバイスタイプ別の詳細分析、技術ロードマップ、主要製品の仕様とコスト分析、技術課題などをまとめています。
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.