Search Results
keyword：Roger Chu，
27 result(s)
2020/12/23
The COVID-19 pandemic has had a substantial impact on the LED industry in 2020, resulting in a considerable drop in market demand and a projected yearly revenue of merely US$15127 billion, a 10% decrease YoY, according to TrendForce’s latest investigations Although the YoY decline in 2020 represents a magnitude of historic proportions, as COVID vaccines become more widely available in 2021, long-term pent-up market demand will likely rebound from rock-bottom levels, resulting in a forecasted yearly revenue of $157 billion for the global LED industry next year, a 38% increase YoY
TrendForce indicates that, due to the wide variety of LED applications, the degree of recovery in each application-specific industry varies as well With regards to traditional backlighting applications, demand for consumer electronics, such as tablets and notebook computers, has skyrocketed on the back of the “new normal” brought about by the pandemic, which involves the proliferation of WFH and distance education Given the resultant high demand for display panels, LED backlighting suppliers have seen remarkable performances across the board this year However, in light of the possibility that most consumers have already purchased the needed electronics products ahead of time in 2020, TrendForce therefore holds a conservative attitude towards whether the strong market demand in 2020 will persist in 2021
On the other hand, with regards to the long-anticipated Mini LED backlights, various new products are expected to be released in 2021, spearheaded by major brands including Apple and Samsung As such, Mini LED backlighting demand will see a substantial growth, with a forecasted $131 million in yearly revenue for 2021, a 900% YoY increase
With regards to display applications, LED displays are primarily used within the commercial space Similar to general lighting applications, the cutbacks in live performances this year caused a corresponding 93% YoY decrease in LED display revenue However, looking ahead to 2021, TrendForce expects LED display revenue to return to the pre-pandemic level of about $148 billion due to the gradual recovery of live performances and the rising demand for high-resolution, small-pixel-pitch LED displays
With regards to general-use lighting, LED lighting applications have suffered massive declines due to the pandemic’s impacts As commercial activities dwindled this year, the declines in commercial lighting and outdoor landscape lighting have been the most noticeable among various LED lighting applications Conversely, the gradual legalization of marijuana and the pandemic-generated skyrocketing market for medical and recreational marijuana in North America have galvanized a substantial increase in horticultural LED demand Furthermore, the pandemic has also gradually affected the food supply chain, in turn leading to a resurging CAPEX for indoor agricultural infrastructure As a result, certain LED lighting applications will see recovery in 2021 Finally, with regards to automotive lighting, the decline in auto sales in 2020 has also stagnated the automotive lighting market Automotive LED lighting revenue is expected to return to the level of $26 billion as the pandemic slows down in 2021
For more information on reports and market data from TrendForce’s Department of Optoelectronics Research, please click here, or email Ms Grace Li from the Sales Department at graceli@trendforcecom
2020/06/30
As Apple’s upcoming release of products featuring Mini LED backlight generates a growth in Mini LED demand, the company has also stimulated actors in the Mini LED supply chain to increase their production capacities According to the latest investigations by the LEDinside research division of TrendForce, in 1Q21 Apple is expected to not only release its 129-inch, Mini LED backlight-equipped iPad Pro, but also open contract bids for its 14-inch and 16-inch MacBooks Apple has currently chosen Taiwanese manufacturers of display-related components to supply its Mini LED backlights, since Taiwanese suppliers have an advantage in new product development given their superior product stability and technological maturity Both upstream and downstream suppliers are expected to participate in the Mini LED supply chain, including LED chip manufacturer Epistar, testing and sorting providers FitTech and Saultech, SMT supplier TSMT, and PCB backplane manufacturer Zhen Ding Tech – all of which serve important roles in the development of new Mini LED backlight displays
Mini LED backlight displays have high brightness and high contrast ratios, which can reach upwards of 1,000,000:1, compared to the 10,000:1 contrast ratios of current mainstream displays Furthermore, Mini LED displays are also highly reliable, as they can maintain their proper functioning and deliver a consistent brightness in harsh environments with temperatures between 60 degrees to -10 degrees Celsius All of these strengths make Mini LED technology especially attractive to branded manufacturers As such, Apple has incorporated Mini LED backlights as one of its core areas of focus in the company’s future planning process of new display products Although Chinese manufacturers currently possess enormous production capacity and cost advantages in the upstream and downstream LED supply chain, Apple has instead chosen to collaborate with Taiwanese manufacturers (which form a more stable supply chain), in an effort to avoid impacts from the China-US trade war In addition, Taiwan invested in LED R&D significantly earlier than China did, meaning it leads the latter in terms of both technological maturity and patents These advantages, combined with the ease of procuring raw materials and components, make Taiwanese suppliers more efficient in the development of new technologies
Apple’s 129-inch iPad Pro is expected to spur a wave of demand in the LED supply chain
Apple’s 129-inch iPad Pro is expected to feature 10,384 Mini LED chips and achieve high contrast ratio and high color saturation through local dimming; as such, the biggest challenge facing manufacturers in the supply chain remains the demand for low cost and high yield rate, according to TrendForce From the perspective of LED chips, Epistar remains Apple’s first choice because of its products’ high degree of consistency and excellent cost-performance ratio, as well as its protection of patents Also, Mini LED backlight technology requires an extremely stringent testing and sorting process for LED chips based on wavelength and specifications; FitTech and Saultech are thus able to become key partners for Epistar due to their cost-to-performance advantage as well
On the other hand, SMT supplier TSMT is in partnership with K&S, as specified by Apple, to attempt to overcome mass production bottlenecks through their specific high-speed SMT process For PCB backplanes, Apple has chosen to collaborate with Korean manufacturer YP Electronics and Taiwan-based Zhen Ding Tech, a subsidiary of longtime Apple ODM Hon Hai Precision Industry (better known as Foxconn) Finally, Apple has partnered with Heesung Electronics and LG Display, both Korean manufacturers, to supply its backlight modules and panels With the release of Apple’s new models, more and more suppliers, such as GIS, Radiant, Sharp, and BOE, are expected to become part of Apple’s supply chain
2019/06/17
LEDinside, a division of TrendForce, points out that Apple has just released the Pro Display XDR 32-inch 6K display, which utilizes a brand new LED backlight solution In doing so, Apple is motivating the display industry to actively explore new solutions for high end products, with next generation Mini LED backlight technology to become the main area of development for many suppliers Mini LED backlight revenue is expected to reach US$340 million in 2023 (not including the revenue from other driver ICs and backplanes)
TrendForce points out that the brand new LED backlight solution includes a bright array of 576 blue LEDs and a passive-matrix driver IC that can control each LED with swift precision This allows Apple's Pro Display XDR 32-inch 6K display to achieve 1,000 nit brightness and can even reach a peak brightness of 1,600 nit, with a contrast ratio of up to 1,000,000 : 1 Although this backlight solution isn't the Mini LED backlight widely rumored in the industry, it does shine a ray of light for LED and display manufacturers
Displays utilizing Mini LED backlights are equipped with local dimming, which gives a contrast effect similar to that of OLED displays Mini LED backlight displays even cost less than OLED displays For panel manufacturers, this will allow product specifications to go that extra mile and get a chance to compete with OLED technology Although current high-end displays still lack backlight technology on par with true Mini LED backlights, we can already see high-end TVs, whether produced by Samsung or Sony, using multiple traditional backlight LEDs with the help of local dimming methods to give a display performance of higher contrast and quality
Mini LED Backlight Products Remain Expensive, with Suppliers Aiming to Commercialize in 2 to 3 years
Currently, costs still form the main challenge faced by Mini LED backlight products Factors such as the increasing number of LED chips and driver ICs, yield and uniformity caused costs to remain high Furthermore, despite the speedy downfall of current LCD panels prices, the additional Mini LED backlight costs will offset this fall and even increase overall display costs, seriously impacting customers' desire to introduce Mini LEDs
TrendForce asserts that Mini LEDs can be viewed as both a chance and a challenge Many panel suppliers are actively seeking to develop glass backplanes with active driving solutions in an attempt to lower the costs of LED driver ICs and PCBs Equipment manufacturers are also developing new methods of mass transfer to lower component manufacturing costs for Mini LED Suppliers hope to lower costs down to a degree viable for commercialized mass production
This year, LEDinside's annual Micro LEDforum event presents “Micro LED: Key Technology and Application Market,” and will be held at the NTUH International Convention Center on July 2, 2019 Industrial leaders from around the world have been invited to the event; side by side with LEDinside's professional team of analysts, they will give a comprehensive analysis on key market trends, ranging from manufacturing equipment, chip design, testing solutions, transfer techniques, driver design, display and niche technological products We eagerly look forward to seeing everyone take part in this grand occasion, and we definitely hope to see you there! Event link:
https://seminartrendforcecom/LEDforum/2019/US/INDEX/
2019/04/23
2018 has proven to be a difficult year for many LED manufacturers: the industry as a whole was burdened with the weight of oversupply, and the US-China trade dispute caused end demand to stagnate This led to a less-than-expected business performance for LED manufacturers in general According to the LED Industry Demand and Supply Data Base report by LEDinside, a division of TrendForce, LED packaging revenue in 2018 reached US$ 184 billion, a mere growth of 31 % over 2017
LEDinside Research Director Roger Chu points out that revenue rankings for the top ten LED packaging manufacturers did not change by much from 2017: Nichia, Osram and Lumileds continued to be the top three dominators, while Taiwan's Everlight and Lite-On and China's MLS and NationStar remained within the fold Yet judging from the revenue scale of each respective company, only Seoul Semiconductor performed better among the top 10 Other manufacturers generally had flat or declining revenues
Apart from the trade dispute affecting market demand for end products, analyses show the main reason to be falling price pressure caused by overall oversupply in the industry, which further dragged supplier revenues down LEDinside observes that China's inland cities have provided all sorts of subsidies to attract investments from LED packaging suppliers, leading to a wave of expansion in production capacity Many LED packaging suppliers made large reductions in prices upon expansion and even fought eagerly for orders from first-tier manufacturers to consume idle capacity This led to explosive revenue growth for many second-tier LED manufacturers, but revenue stagnation for major first-tier manufacturers
Some manufacturers did, however, perform excellently One such example is Seoul Semiconductor, whose backlights and automotive lightings made their way into the supply chains of big clients, and whose revenue continued to grow Lite-On, on the other hand, performed well in infrared LEDs and automotive lightings
End demand will finally recover as the US-China trade dispute calms down in 2019 looking forward When customer confidence returns, we may see a demand for replenished inventories LEDinside therefore predicts overall LED packaging revenue to hit US$199 billion, an 82% growth YoY over 2018
2018/06/20
Micro LED displays and Mini LED backlight technology have been the focus of spotlight in this year’s exhibitions of consumer electronics and display technology Major manufacturers including Samsung, Sony, and AUO have showcased related conceptual products It is also said that Samsung may mass-produce ultra-large Micro LED TVs, driving more manufacturers to invest in Mini LED R&D According to the latest report of LEDinside, a division of TrendForce, the market value of Micro LED and Mini LED products is estimated at US$138 billion by 2022
New technologies will accelerate the advancement of Micro LED
“Micro LED still faces many technical bottlenecks, including epitaxial wafer/chip, transfer, full color, driver IC, backplane and inspection/repair technology”, says Roger Chu, the Research Director of LEDinside Transfer technology used to be the biggest bottleneck, but new transfer solutions have been emerging, such as Pick & Place transfer, fluid assembly, laser transfer, and roller transfer It is expected that there will be more cost-competitive solutions in the future, which may accelerate the advancement of Micro LED
LEDinside notes that Micro LED technology is most likely adopted to display products with special requirements, especially those beyond the capabilities of LCD and OLED displays LEDinside expects that Micro LED would be gradually applied to AR micro projections which require high brightness, automotive HUD projection applications, and ultra-large digital display in the near future LEDinside estimates that the market value of Micro LED products will reach US$694 million by 2022
Mini LED expects growing demand in high-end backlight market
Considering existing technical barriers for Micro LED technology, manufacturers tend to launch Mini LED backlight solutions this year, hoping to boost the demand Displays using Mini LED backlight may appear in the market in the second half of 2018, says LEDinside, and the market value of Mini LED products is expected to reach US$689 million by 2022
Different from conventional LED backlight, Mini LED chips are smaller in size Coupled with direct type LED backlight and local dimming, the number of LED chips used will grow at multiples Therefore, Mini LED will become a key application that drives the demand for LED chips
However, the costs of Mini LED backlight remain too high for mainstream displays, while problems of heat dissipation and power consumption have not been solved yet Therefore, Mini LED may cut into the market through high-end consumer products like gaming notebook, gaming monitors, monitor with special applications, as well as niche products like high-end TV with high resolution, high contrast and high color saturation These products put more focus on specifications than on competitive prices, thus will become the main battlefield for vendors who aim to achieve technology differentiation through Mini LED backlight technology
Global market research company TrendForce will host 「Micro LEDforum 2018 - Micro LED Key Technology and Application Market」at NTUH International Convention Center on July 12 (Thu), 2018
Find more at: http://seminartrendforcecom/Ledforum/2018/US/index/
