Panel Mini Tiger Mini LED is a big fight, and Innolux publishes AM mini LED, emphasizing top-level HDR (high dynamic range) at a reasonable cost. Innolux AM mini LED panel is being developed in cooperation with the car manufacturer. In addition, Ding Jinglong, executive vice president of Innolux, revealed that there is still a secret weapon to allow AM mini LED to be mass-produced ahead of schedule this year.
Innolux's industry-leading AM mini LED architecture, driven by active matrix AcTIve Matrix TFT circuits, delivers top-level HDR at a reasonable cost and delivers results in real time. In addition, in order to provide customers with more design freedom, Innolux is better equipped with AM mini LED and LTPS flexible substrate as the backlight for the special/curved LCD.
Ding Jinglong said that although OLED panels can achieve high contrast, they have reliability problems. Now that the car factory has seen the AM mini LED panel, the customer response has been very enthusiastic. At present, it has cooperated with many car shop customers to open the case, and it is expected to be mass-produced after two years. However, the vehicle panel certification time is long, and Innolux is already very confident about AM mini LED technology. There will be a secret weapon this year. It is expected that AM mini LED will be introduced into mass production in the second half of the year.
The AM mini LED is a relay pitcher developed by Innolux Micro LED. A 10.1-inch panel uses 6720 LEDs. The backlight of up to 6720 partitions looks like a low resolution display. With the evolution of technology, LEDs will be miniaturized, and related supply chain technologies will become more mature, and will become closer and closer to Micro LEDs.
AUO is locked in the high-end, professional application market. At present, it has been negotiating product development with customers such as e-sports notebooks and art application monitors. It plans to ship in the second half of the year and is leading the industry in mass production of Mini LED backlight display panels. As for Micro LED, AUO Chairman Peng Shuanglang also stressed that the company is definitely in the leading group in the industry.
Peng Shuanglang pointed out that the Mini LED is applied to the backlight, using a large number of LEDs, increasing the number of dimming partitions, and improving the color and contrast of the LCD panel. A 5-6 inch cell phone panel uses up to 5,000 LEDs. With a 15-inch notebook panel, LEDs use up to 7,000 LEDs. LED usage increases, more zone dimming, IC usage increases, display performance increases, and natural costs increase significantly.
Peng Shuanglang said that at this stage, the cost of Mini LED backlights has increased a lot. According to the notebook panel, a Mini LED-backlit panel has increased the cost by dozens of times compared with the traditional notebook panel. How to further reduce the cost is product development. the key of. In the case of a significant increase in cost, Mini LEDs will become difficult to become mainstream products in the short term, at least for professional notebooks of more than $1,000. Therefore, AUO is locked in the market for applications that require high specifications and are not sensitive to price, such as e-sports and professional applications that require high color accuracy. At present, AUO has been negotiating with customers, and there will be products launched this year.
As for the Micro LED, Peng Shuanglang said that AUO has invested considerable R&D resources and is definitely a leader in the industry. Micro LED is a very good opportunity for Taiwan, combining existing LED and LCD two very mature industries, but there are many processes or technical breakthroughs in the middle. Moreover, LCD technology is quite mature and the cost is very competitive. Therefore, in order to commercialize Micro LED, it is necessary to find a market suitable for cutting into.
Although the Korean panel factory has withdrawn from the notebook panel market this year, AUO has emphasized the expansion of the high-end notebook market this year. In addition to the appearance of the Mini LED pen panel, more and more LTPS notebook panels will be mass-produced and shipped. At this year's CES, the brand's ultra-thin notebook has a 20-hour battery life, using AUO's LTPS panel.
LEDInside is optimistic about this year's Mini LED. The Mini LED backlighting solution can be applied to TV, mobile phone, and automotive panels. It is estimated that the overall output value of Mini LED will reach US$1 billion in 2023. Due to the high brightness and high dynamic contrast of the Mini LED, there will be opportunities to import high-end TV products. In addition, in mobile phone applications, Mini LED can produce products close to OLED, with high contrast, high brightness and other advantages, and increase local dimming function. At this stage, the goal is to compete with OLED panel in price. However, the current Mini LED is also facing R&D challenges. In terms of cost, as the number of chips used in the Mini LED increases, the welding cost of grabbing and placing the die will be greatly increased, and the risk of process defect rate will also increase.
Many manufacturers in Taiwan are actively developing related applications of Mini LEDs, including panel makers AUO and Innolux, as well as LED chip factory Jingdian, Ronda, LED packaging factory Yiguang, Rongchuang, Hongqi, etc., IC design In terms of factories, there are manufacturers such as Accumulation and Ruiding.
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