MiniLED Backlight Technology, Cost and Shipment Report

Report Summary

최근 몇년간 MiniLED 백라이트를 LCD에 적용하는 것이 많은 주목을 받았습니다. MiniLED 백라이트는 다른 FPD 기술 대비 잠재적인 이점이 많습니다. 특히 WOLED TV보다 고휘도, 고명암비, 낮은 소비전력과, 보다 높은 효율 면에서 우수하며, 이와 같은 우수한 성능으로 인해 MiniLED 백라이트는 초대형 TV에서 IT 애플리케이션에 이르기까지 다양한 용도에서 환영을 받고 있습니다. 또한 자동차 및 산업 용도로도 보다 높은 밝기와 명암비 덕분에 MiniLED 백라이트 기술이 각광받고 있습니다.


  • Pages

    250
  • File Format

    XLS, PDF 리포트
  • Order Report


리포트 관련 문의: sarah@displaysupplychain.com

MiniLED backlights in LCDs can potentially offer numerous advantages over other flat-panel display technologies, most notably in high brightness, high contrast ratio, lower power consumption than WOLED TV, and higher efficiency. The superior performance makes miniLED backlights attractive for use in a variety of applications, ranging from large TVs to IT applications. Automotive and industrial applications are also advantageously addressed by miniLED backlight technologies due to their higher brightness and higher contrast ratio.

With this report, DSCC provides a comprehensive cost analysis of MiniLED backlights and forecasts a significant market uptake in 2021, with shipments predicted to rise from 0.05 million units in 2020 to 8.9 million units in 2021.

Adoption of MiniLED technology will gain significant momentum in 2021 as Samsung and Chinese brands launch LCD TVs with MiniLED backlights. Samsung is said to be targeting sales of 2 million units. Low-end MiniLED backlit LCD TVs will have a cost advantage over OLED TVs and will be able to penetrate into QDEF (QD LCD) market, while still being more expensive than conventional LCD TVs. However, growth will not be restricted to the TV segment. Apple’s suppliers have also started to manufacture a MiniLED backlight for the new iPad Pro, which will be released in 2021.

MiniLED backlit LCDs first started to appear in professional monitors and premium TVs in 2019. Unlike the smaller MicroLEDs which are targeted at direct view displays, MiniLEDs are ideally sized for integration into LCD backlights with local dimming capability. By increasing the number of local dimming zones, MiniLED backlit LCD panels can achieve a contrast ratio above 1,000,000:1 and higher efficiency without sacrificing brightness. Thus, MiniLED backlit LCD panels can meet HDR (High Dynamic Range) specifications. The thickness of the panel is also reduced, compared with displays using conventional full array local dimming. By combining a MiniLED backlight with a quantum dot enhancement film (QDEF), the resulting LCD has a wide color gamut covering over 99% of the DCI-P3 standard.

Thanks to their superior performance, MiniLED backlit LCDs can be positioned to penetrate into QDEF (QD LCD) and high-end models in multiple applications. As the supply chain matures and the manufacturing costs decrease, DSCC’s analysis shows that the three largest segments in volumes will be TVs, notebook PCs and tablets. DSCC forecasts total shipments will surpass 48 million units in 2025.

The report includes a series of spreadsheets containing cost simulation results from 2020 to 2025 with a detailed breakdown for TVs (75", 65", 55"), monitors (32", 27"), notebook PC (15.6"), tablet (12.9") and automotive (12.3" and 10.3") displays.

The report also provides a full description of the supply chain, including suppliers for Apple, Samsung VD, TCL, LG Electronics and many more.

The new report is available now and will be invaluable to companies targeting the MiniLED backlight industry and all the companies in the supply chain, such as LED suppliers, packaging suppliers, panel makers, equipment manufacturers, assembly houses and OEMs.

TABLE OF CONTENTS

Executive Summary p.4-p.8

MiniLED Backlight Advantages p.9-p.24

  • What is miniLED backlight?
  • Structure of Backlight: Cross-Section
  • LCD TV Thickness Trend
  • Direct-lit LED Backlight Hierarchy
  • TV Products with MiniLED Backlight
    • TCL 8 Series and 6 Series
  • Products Specifications
  • IT Products with MiniLED Backlight
    • ASUS/Apple/DELL/Lenovo/MSI
  • IT Products Specifications
  • Advantages of MiniLED Backlight
  • HDR (High Dynamic Range)
  • Color Gamut Standards
  • QDEF (QD Enhanced Film) for WCG
  • Full Array Local Dimming
  • MiniLED Backlight Configuration (1)
  • MiniLED Backlight Configuration (2)

Mini-LED Backlight Technologies p.25-p.71

  • LED p.26-p.31
    • MiniLED Type
    • OD (Optical Distance)
    • OD Solution by Application and LED Type
    • Comparison: POB Type LED vs. COB Type LED
    • LED Chip Size and OD Roadmap
  • Backplane p.32-p.39
    • Backplane Type
    • Backplane Challenges
    • Driving MiniLED: PM vs. AM
    • Combinations of LED Type, Transfer and Backplane-Dimming Control
    • Passive Matrix Backplane: PCB
    • Active Matrix Backplane:
      • a-Si TFT, Oxide TFT, LTPS(Low Temperature Poly-Silicon)
      • TFT/Glass Substrate
  • LED Driver and DOB (Driver On Board) p.40-p.44
    • Conventional LED Driver IC without Scan
    • LED Driver IC with Scan (Multiplexing)
    • Status of LED Driver IC
    • DOB (Driver On Board)
  • Dimming Control p.45-p.51
    • Local Dimming Algorithm
    • Local Dimming
    • Backlight: Local Dimming Solutions
    • Halo Effect
    • Evaluation of Halo Effect
    • Dimming-LED Caused Flicker
  • QD Film p.52-p.56
    • What are QDs (Quantum Dots)?
    • Current Performance of QDs (In Solution)
    • QDEF (QD Enhancement Film) and Display
    • Next Steps of QD Film
  • Manufacturing Process p.57-p.63
    • Definition of Tile and Zone
    • How Many Tiles Are Required?
    • Manufacturing Process Flow of MiniLED Backlight (1) PCB
    • Manufacturing Process Flow of MiniLED Backlight (2) PCB
    • Manufacturing Process Flow of MiniLED Backlight (1) TFT
    • Manufacturing Process Flow of MiniLED Backlight (2) TFT
  • Key Equipment p.64-p.71
    • Manufacturing Equipment -PIXALUX- Die Bonding
    • Manufacturing Equipment -ASM- Die Bonding
    • Die Bonder Equipment Comparison
    • Manufacturing Equipment -ASM- Macro Transfer
    • ASM Solution for MiniLED Process
    • Test and Repair
    • Auto Inline Repair -Freesense and ELP-

Mini-LED Backlight Cost Structure and Cost Trend p.72- p.155

  • Time Frame: 2020 - 2025
  • Application
    • TV: 75”, 65”, 55”
    • Monitor: 32”, 27”
    • Note PC: 15.6”
    • Tablet: 12.9"
    • Automotive: 12.3”, 10.3”
      • The report (pdf) provides 65” TV, 27” monitor, 15.6” notebook PC, 12.9” tablet and 12.3” automotive. All the data are provided by flex tables (excel spreadsheet) in detail.
  • Backplane: PCB FR4, PCB BT, a-Si TFT, Oxide TFT, LTPS-TFT
  • LED Type: POB, COB
  • Methodology and Assumption
  • Equipment Capex Assumption for 30K Substrates
  • Other Capex Assumptions
  • Yield Assumption
    • LED driver cost for TV application was revised.
      • To deeper analyze MiniLED backlight cost structure, we carried out an additional analysis of LED quantity dependence for TV cases. We found very interesting results.
      • The LED driver cost revision is included in the January 2021 revision of "MiniLED Backlight Technology, Cost and Shipment Report".
      • Slides have also been updated with additional content to help subscribers’ understand the January 2021 revision.
  • 65” UHD TV p.77-p.90
    • MiniLED Backlight Cost Assumption on 65” UHD
    • MiniLED Backlight Cost in 2021 for 65” UHD
    • MiniLED Backlight Cost in 2025 for 65” UHD
    • MiniLED Backlight Total Cost Trend for 65” UHD
    • PCB FR4 MiniLED Backlight Cost Trend for 65” UHD
    • PCB BT MiniLED Backlight Cost Trend for 65” UHD
    • a-Si TFT MiniLED Backlight Cost Trend for 65” UHD
    • Oxide TFT MiniLED Backlight Cost Trend for 65” UHD
    • LTPS TFT MiniLED Backlight Cost Trend for 65” UHD
    • Direct-lit Backlight Cost Trend for 65” UHD
    • Edge-lit Backlight Cost Trend for 65” UHD
    • 65” UHD Panel Cost Comparison
    • Summary of 65” UHD
  • 65” UHD TV- Additional Analysis of LED Numbers
    : 36,864/27,648/18,432 p.91-p.104
    • Assumption of LED Number Analysis
    • MiniLED Backlight Cost in 2021 for 65” UHD
    • MiniLED Backlight Cost in 2021 for 65” UHD (LED #: 36,864)
    • MiniLED Backlight Cost in 2025 for 65” UHD (LED #: 36,864)
    • MiniLED Backlight Cost Trend for 65” UHD (LED #: 36,864)
    • MiniLED Backlight Cost in 2021 for 65” UHD (LED #: 27,648)
    • MiniLED Backlight Cost in 2025 for 65” UHD (LED #: 27,648)
    • MiniLED Backlight Cost Trend for 65” UHD (LED #: 27,648)
    • MiniLED Backlight Cost in 2021 for 65” UHD (LED #: 18,432)
    • MiniLED Backlight Cost in 2025 for 65” UHD (LED #: 18,432)
      MiniLED Backlight Cost Trend for 65” UHD (LED #: 18,432)
    • 65” UHD Panel Cost Comparison
    • Summary: Additional Analysis of LED Numbers
  • 27” UHD Monitor p.105-p.117
    • MiniLED Backlight Cost Assumption on 27” UHD
    • MiniLED Backlight Cost in 2021 for 27" UHD
    • MiniLED Backlight Cost in 2025 for 27" UHD
    • MiniLED Backlight Total Cost Trend for 27" UHD
    • PCB FR4 MiniLED Backlight Cost Trend for 27" UHD
    • PCB BT MiniLED Backlight Cost Trend for 27" UHD
    • a-Si TFT MiniLED Backlight Cost Trend for 27" UHD
    • Oxide TFT MiniLED Backlight Cost Trend for 27" UHD
    • LTPS TFT MiniLED Backlight Cost Trend for 27" UHD
    • Edge-lit Backlight Cost Trend for 27" UHD
    • 27" UHD Panel Cost Comparison
    • Summary of 27" UHD
  • 15.6” Notebook PC p.118-p.130
    • MiniLED Backlight Cost Assumption on 15.6" UHD
    • MiniLED Backlight Cost in 2021 for 15.6" UHD
    • MiniLED Backlight Cost in 2025 for 15.6" UHD
    • MiniLED Backlight Total Cost Trend for 15.6" UHD
    • PCB FR4 MiniLED Backlight Cost Trend for 15.6" UHD
    • PCB BT MiniLED Backlight Cost Trend for 15.6" UHD
    • a-Si TFT MiniLED Backlight Cost Trend for 15.6" UHD
    • Oxide TFT MiniLED Backlight Cost Trend for 15.6" UHD
    • LTPS TFT MiniLED Backlight Cost Trend for 15.6" UHD
    • Edge-lit Backlight Cost Trend for 15.6" UHD
    • 15.6" UHD Panel Cost Comparison
    • Summary of 15.6" UHD
  • 12.9” Tablet p.131-p.141
    • MiniLED Backlight Cost Assumption on 12.9“
    • MiniLED Backlight Cost in 2021 for 12.9“
    • MiniLED Backlight Cost in 2025 for 12.9“
    • MiniLED Backlight Total Cost Trend for 12.9“
    • PCB FR4 MiniLED Backlight Cost Trend for 12.9“
    • PCB BT MiniLED Backlight Cost Trend for 12.9“
    • a-Si TFT MiniLED Backlight Cost Trend for 12.9“
    • Oxide TFT MiniLED Backlight Cost Trend for 12.9“
    • LTPS TFT MiniLED Backlight Cost Trend for 12.9“
    • Edge-lit Backlight Cost Trend for 12.9“
  • 12.3” FHD Automotive p.142-p.155
    • MiniLED Backlight Cost Assumption on 12.3" FHD
    • MiniLED Backlight Cost in 2021 for 12.3" FHD
    • MiniLED Backlight Cost in 2025 for 12.3" FHD
    • MiniLED Backlight Total Cost Trend for 12.3" FHD
    • PCB FR4 MiniLED Backlight Cost Trend for 12.3" FHD
    • PCB BT MiniLED Backlight Cost Trend for 12.3" FHD
    • a-Si TFT MiniLED Backlight Cost Trend for 12.3" FHD
    • Oxide TFT MiniLED Backlight Cost Trend for 12.3" FHD
    • LTPS TFT MiniLED Backlight Cost Trend for 12.3" FHD
    • Direct-lit Backlight Cost Trend for 12.3" FHD
    • Edge-lit Backlight Cost Trend for 12.3" FHD
    • 12.3" FHD Panel Cost Comparison
    • Summary of 12.3" FHD

Competitive Landscape p.156-p.167

  • Comparison (TV): Edge-lit LCD (ref), LCD with miniLED BLU and QD, dual-cell LCD, WOLED, microLED
    • Brightness, Contrast ratio, Color gamut, Thickness, Price
  • Dual Cell
  • WOLED
  • MiniLED vs. OLED Performance
  • Flexible/Foldable OLED
  • MicroLED
  • QDCC with LCD
  • QD-OLED (Samsung)
  • QNED (Quantum Nano Emitting Diode) [still under development]
  • EL-QD (Electroluminescent QD) [still under development]
  • How Does MiniLED Backlight Stack Up?

Brands and Panel Suppliers Roadmap p.168-p.177

  • TCL
  • Samsung VD
  • Xiaomi
  • Apple
  • Brands Roadmap Summary
    • CSOT
    • AUO
    • Innolux
    • BOE

MiniLED Backlight Market Forecast p.178-p.187

  • Time Frame: 2020 – 2025
  • TV Panel Market Outlook
  • MiniLED Backlight Forecast: TV
  • IT Panel Market Outlook (Monitor, Notebook PC, Tablet)
  • MiniLED Backlight Forecast: Monitor
  • MiniLED Backlight Forecast: Notebook PC
  • MiniLED Backlight Forecast: Tablet
  • Automotive Panel Market Outlook
  • MiniLED Backlight Forecast: Automotive
  • MiniLED Backlight Forecast: Summary


MiniLED Backlight Supply Chain and Key Supplier Profiles p.188-p.250

  • Supply Chain p.189-p.205
    • Typical Supply Chain of MiniLED Backlight
    • Samsung VD (TV)
    • LGE (TV)
    • TCL (TV)
    • Xiaomi (TV)
    • Apple (IT)
    • Nintendo (Game)
    • AUO (IT)
    • Innolux (IT)
    • BOE (IT)
    • Innolux (Automotive)
    • AUO (Automotive)
    • Summary of Supply Chain
    • Summary of Suppliers List
    • Suppliers’ Situation Summary (1)
    • Suppliers’ Situation Summary (2)
  • LED Chips and Packages p.206-p.219
    • Epistar/Lextar
    • Nichia
    • EVERLIGHT
    • EPILEDS
    • HC SEMITEK
    • San’an Optoelectronics
    • HARVATEK
    • Unity Opto
    • LIGHTING Optoelectronics
    • AOT (Advanced Optoelectronics Technology)
    • REFOND
    • NATIONSTAR
    • TCL Very
  • LED Drivers p.220-p.224
    • Macroblock
    • Novatek Microelectronics
    • Parade Technologies
    • Dialog Semiconductor
  • PCB/FPCB p.225-p.227
    • Uniflex
    • Unimicron
  • Optical Films (QD Films) p.228-p.234
    • 3M
    • Exciton Technology
    • WAH HONG INDUSTRIAL
    • REAL Optoelectronics
    • EFUN Technology
    • Dexerials
  • Assembly (Die Bonding, SMT and Backlight Assembly) p.235-p.241
    • TSMT
    • ROE (Radiant Optoelectronics)
    • Coretronic
    • dsbj (Suzhou Dongshan Precision Manufacturing)
    • GIS (General Interface Solution)
    • Darwin
  • Key Equipment p.242-p.250
    • ASM Pacific Technology
    • Rohinni (K&S)
    • HCP Technology
    • Toray Engineering
    • FitTech
    • SAULTECH
    • Shanghai Freesense Image Technology
    • ELP Corporation

Report Samples


정보 요청하기

리포트 더 알아보기

Contact Sales

Download Our Complete Product Brochure

DSCC publishes over 100 industry reports yearly. Our mission is provide worldwide end-to-end supply chain expertise for all display-based products.

Download Now
Image Description