MiniLED Backlight Technology, Cost and Shipment Report (日本語版付き)

Report Summary

★ご紹介資料・国内販売価格・一部実データ付きサンプルを日本語でご案内します★


  • Pages

    251
  • File Format

    PDF (レポート本体編) & Excel (コスト分析データベース編)
  • Published

    2020年11月26日初版 → 2021年1月7日改訂版
  • Order Report

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商品概要

MiniLED backlights have gathered a lot of interest for use in LCDs in the last few years. MiniLED backlights 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 super large TVs to IT applications. Automotive and industrial applications are also advantageously addressed by miniLED backlight technologies due to its higher brightness and higher contrast ratio.

商品詳細 (目次一覧) ※主筆・筒博司アナリスト監修の「日本語版」も無償添付します

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 p.73
  • Equipment Capex Assumption for 30K Substrates p.74
  • Other Capex Assumptions p.75
  • Yield Assumption p.76
    • 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 update 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 p.78
    • MiniLED Backlight Cost in 2021 for 65” UHD p.79
    • MiniLED Backlight Cost in 2025 for 65” UHD p.80
    • MiniLED Backlight Total Cost Trend for 65” UHD p.81
    • PCB FR4 MiniLED Backlight Cost Trend for 65” UHD p.82
    • PCB BT MiniLED Backlight Cost Trend for 65” UHD p.83
    • a-Si TFT MiniLED Backlight Cost Trend for 65” UHD p.84
    • Oxide TFT MiniLED Backlight Cost Trend for 65” UHD p.85
    • LTPS TFT MiniLED Backlight Cost Trend for 65” UHD p.86
    • Direct-lit Backlight Cost Trend for 65” UHD p.87
    • Edge-lit Backlight Cost Trend for 65” UHD p.88
    • 65” UHD Panel Cost Comparison p.89
    • Summary of 65” UHD p.90
  • 65” UHD TV- Additional Analysis of LED Numbers
    : 36,864/27,648/18,432 p.91-p.104
    • Assumption of LED Number Analysis p.92
    • MiniLED Backlight Cost in 2021 for 65” UHD p.93
    • MiniLED Backlight Cost in 2021 for 65” UHD (LED #: 36,864) p.94
    • MiniLED Backlight Cost in 2025 for 65” UHD (LED #: 36,864) p.95
    • MiniLED Backlight Cost Trend for 65” UHD (LED #: 36,864) p.96
    • MiniLED Backlight Cost in 2021 for 65” UHD (LED #: 27,648) p.97
    • MiniLED Backlight Cost in 2025 for 65” UHD (LED #: 27,648) p.98
    • MiniLED Backlight Cost Trend for 65” UHD (LED #: 27,648) p.99
    • MiniLED Backlight Cost in 2021 for 65” UHD (LED #: 18,432) p.100
    • MiniLED Backlight Cost in 2025 for 65” UHD (LED #: 18,432) p.101
      MiniLED Backlight Cost Trend for 65” UHD (LED #: 18,432) p.102
    • 65” UHD Panel Cost Comparison p.103
    • Summary: Additional Analysis of LED Numbers p.104
  • 27” UHD Monitor p.105-p.117
    • MiniLED Backlight Cost Assumption on 27” UHD p.106
    • MiniLED Backlight Cost in 2021 for 27" UHD p.107
    • MiniLED Backlight Cost in 2025 for 27" UHD p.108
    • MiniLED Backlight Total Cost Trend for 27" UHD p.109
    • PCB FR4 MiniLED Backlight Cost Trend for 27" UHD p.110
    • PCB BT MiniLED Backlight Cost Trend for 27" UHD p.111
    • a-Si TFT MiniLED Backlight Cost Trend for 27" UHD p.112
    • Oxide TFT MiniLED Backlight Cost Trend for 27" UHD p.113
    • LTPS TFT MiniLED Backlight Cost Trend for 27" UHD p.114
    • Edge-lit Backlight Cost Trend for 27" UHD p.115
    • 27" UHD Panel Cost Comparison p.116
    • Summary of 27" UHD p.117
  • 15.6” Notebook PC p.118-p.130
    • MiniLED Backlight Cost Assumption on 15.6" UHD p.119
    • MiniLED Backlight Cost in 2021 for 15.6" UHD p.120
    • MiniLED Backlight Cost in 2025 for 15.6" UHD p.121
    • MiniLED Backlight Total Cost Trend for 15.6" UHD p.122
    • PCB FR4 MiniLED Backlight Cost Trend for 15.6" UHD p.123
    • PCB BT MiniLED Backlight Cost Trend for 15.6" UHD p.124
    • a-Si TFT MiniLED Backlight Cost Trend for 15.6" UHD p.125
    • Oxide TFT MiniLED Backlight Cost Trend for 15.6" UHD p.126
    • LTPS TFT MiniLED Backlight Cost Trend for 15.6" UHD p.127
    • Edge-lit Backlight Cost Trend for 15.6" UHD p.128
    • 15.6" UHD Panel Cost Comparison p.129
    • Summary of 15.6" UHD p.130
  • 12.9” Tablet p.131-p.141
    • MiniLED Backlight Cost Assumption on 12.9“ p.132
    • MiniLED Backlight Cost in 2021 for 12.9“ p.133
    • MiniLED Backlight Cost in 2025 for 12.9“ p.134
    • MiniLED Backlight Total Cost Trend for 12.9“ p.135
    • PCB FR4 MiniLED Backlight Cost Trend for 12.9“ p.136
    • PCB BT MiniLED Backlight Cost Trend for 12.9“ p.137
    • a-Si TFT MiniLED Backlight Cost Trend for 12.9“ p.138
    • Oxide TFT MiniLED Backlight Cost Trend for 12.9“ p.139
    • LTPS TFT MiniLED Backlight Cost Trend for 12.9“ p.140
    • Edge-lit Backlight Cost Trend for 12.9“ p.141
  • 12.3” FHD Automotive p.142-p.155
    • MiniLED Backlight Cost Assumption on 12.3" FHD p.143
    • MiniLED Backlight Cost in 2021 for 12.3" FHD p.144
    • MiniLED Backlight Cost in 2025 for 12.3" FHD p.145
    • MiniLED Backlight Total Cost Trend for 12.3" FHD p.146
    • PCB FR4 MiniLED Backlight Cost Trend for 12.3" FHD p.147
    • PCB BT MiniLED Backlight Cost Trend for 12.3" FHD p.148
    • a-Si TFT MiniLED Backlight Cost Trend for 12.3" FHD p.149
    • Oxide TFT MiniLED Backlight Cost Trend for 12.3" FHD p.150
    • LTPS TFT MiniLED Backlight Cost Trend for 12.3" FHD p.151
    • Direct-lit Backlight Cost Trend for 12.3" FHD p.152
    • Edge-lit Backlight Cost Trend for 12.3" FHD p.153
    • 12.3" FHD Panel Cost Comparison p.154
    • Summary of 12.3" FHD p.155

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
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