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keyword:Max Chen6 result(s)

Press Releases
Mini LED Backlight TV Shipment for 2021 Projected to Reach Three Million Units, Says TrendForce

2021/05/20

LED / Consumer Electronics

For the past two years, brands such as Samsung, LG, TCL, and Xiaomi have successively released their own Mini LED backlight TVs, which are expected to reach a yearly shipment of about 26-3 million units in 2021 because Korean brands have successfully trailblazed the high-end market, and because Chinese brands have also been ramping up shipment via highly cost-effective models, according to TrendForce’s latest investigations TrendForce’s analysis of the current TV market indicates that OLED models have become synonymous with high-end TVs due to the former’s high color saturation and high contrast ratios, both of which produce high-quality images favored by consumers However, LG Display is the sole supplier of OLED TV panels, and retail prices of OLED TV sets have shown no signs of weakening Hence, TV brands have in turn transitioned their offerings to Mini LED backlight TVs, which likewise boast advantages of high brightness and high contrast ratios Not only have OLED TVs and Mini LED backlight TVs shaped the current competitive landscape of the high-end TV market, but these two products are also expected to set new standards for high-end TV specs going forward Samsung’s new Mini LED offerings will help redefine mid-range and high-end market segments against competing OLED TVs Samsung has officially released its latest Neo QLED products in 2021; these TVs sport a variety of features, including Mini LED backlighting, 55-inch to 85-inch display sizes, 4K and 8K resolutions, 8,000-30,000 Mini LED chips as a backlight source, 500-2,500 backlight zones, a 1,000,000:1 contrast ratio, and quantum dot technology (which delivers high color saturation) These features allow Samsung to compete on an equal footing with OLED TVs in the high-end segment while quickly increasing the viability of Mini LED backlight TVs Chinese brands are set to become considerable growth drivers for Mini LED TVs as they seize market shares with highly cost-effective products Chinese TV brands TCL and Xiaomi have been cultivating their presence in the Mini LED TV market ahead of Samsung by releasing their own offerings before their Korean competitor In particular, TCL’s mid-range 6 series features 3,840 Mini LED chips across 240 backlight zones, which allow for greater flexibility in terms of manufacturing costs For instance, TCL’s 75-inch, 4K UHD 6 series TVs retail for about US$2,000 less than equivalent offerings from Samsung, making TCL’s products much more attractive for early adopters on a budget By leveraging a strategy of offering highly cost-effective products, TCL was able to reach a yearly shipment of 120,000 Mini LED backlight TV sets in 2020 TrendForce expects cost-effective products such as those from TCL to continue to serve a pivotal role in driving the shipment growth of Mini LED backlight TVs 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 For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
Shipment of Apple's Mini LED iPad Pro Expected to Reach Five Million Units in 2021 Thanks to Improved Display Technology, Says TrendForce

2021/04/21

LED

During Apple’s Spring Loaded event, the Cupertino company announced the upcoming release of its latest 129-inch iPad Pro models featuring Mini LED display technology According to TrendForce’s latest investigations, demand for the 129-inch iPad Pro has already been relatively high in the niche markets Thus, given the thorough improvement in specs as well as the very slight price hike of merely $100 over the previous generation, TrendForce is not only revising up its shipment forecast for the 2021 version of the 12-inch iPad Pro from four million units to five million units this year, but also expecting this product to account for a 31% share in the global tablet market, compared to the previous forecast of 25% TrendForce analyst Max Chen indicates three key areas of observation with respect to Apple’s latest flagship tablet: technology cost, retail price, and product spec First, in terms of technology cost, the Mini LED backlight used in the new 129-inch iPad Pro costs about US$85 more than the traditional edge-lit LED backlight used in the previous generation Second, in terms of retail price, the entry-level 128GB model of the 129-inch Mini LED iPad Pro retails for $1,099, which is only $100 higher than the equivalent model of the previous generation As such, the price hike in the latest model is, for the most part, a result of the increased cost of Mini LED backlights, rather than wholly being an attempt at driving up profit margins The modest price hike is therefore an indication of Apple’s desire to become the gold standard in the tablet market by adopting Mini LED backlight technology Finally, in terms of product spec, the latest 129-inch Mini LED iPad Pro is equipped with Apple’s high-end Liquid Retina XDR technology, which gives the tablet a max full-screen brightness of 1,000 nits, peak brightness of 1,600 nits, and contrast ratio of 1,000,000:1, with the peak brightness and contrast ratio both being firsts in the tablet industry Furthermore, it should be pointed out that the latest tablet is equipped with 10,384 Mini LED chips, divided into 2,596 dimming zones, giving it additional high contrast and high color saturation performance that is superior to the 315-inch iMac, which features 512 backlight dimming zones and is the first product to feature Apple's XDR display technology With regards to Apple’s plans for 2H21, the 14-inch and 16-inch MacBook models will likewise feature Mini LED backlight technology, which will become the hardware benchmark for high-end tablets and notebook computers The release of Apple’s Mini LED-equipped tablets is expected to galvanize a growth against market headwinds for upstream and downstream companies in the Mini LED supply chain, including Mini LED chip suppliers (eg, Ennostar), testing and sorting service suppliers (eg, FitTech, Saultech, and YTEC), SMT suppliers (eg, TSMT and Yenrich), backplane PCB suppliers (eg, Zhen Ding Tech and Tripod Technology), driver IC suppliers (eg, Parade, Novatek, and Macroblock), and light source module suppliers (eg, Radiant/ROE and GIS) 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

Press Releases
Mini LED Chip Revenue Likely to Reach US$270 Million in 2021 as Battle Over Mini LED Backlight TV Specs Takes Place, Says TrendForce

2021/01/25

LED

As various TV manufacturers such as Samsung, LG, and TCL announced their new models equipped with Mini LED backlights at CES 2021, TrendForce’s 2021 Mini LED New Backlight Display Trend Analysis report shows that total Mini LED chip revenue from Mini LED backlight TVs to potentially reach US$270 million in 2021, as manufacturers gradually overcome technological bottlenecks and lower their overall manufacturing costs, according to TrendForce’s latest investigations Mini LED backlight TVs possess a highly cost-effective competitive advantage, as Mini LED backlight costs for the entry-level segment are only 50% higher than traditional LCD equivalents TrendForce further indicates that, with regards to TV backlight technologies, the cost of Mini LED solutions is about two to three times lower than that of white OLED and entry-level, direct-lit LCD solutions This cost difference therefore serves as Mini LED technology’s competitive advantage over its competitors in display backlight adoption At the moment, high-end TVs contain about 16,000 Mini LED chips per TV, divided into 2,000 local dimming zones In this market segment, PM (passive matrix) Mini LED TV panels with BLU (backlight unit) still cost about 15% less than OLED TV panels and therefore hold a cost advantage On the other hand, in the mid-range TV segment, each TV contains about 10,000-12,000 Mini LED chips and 500 local dimming zones, meaning the cost of Mini LED backlight integration in this market segment is about a mere 50% more than entry-level, direct-lit LCD backlight units, making Mini LED a viable alternative to traditional LCD solutions in this segment too Given the high cost-effectiveness of Mini LED backlight units, TV manufacturers are therefore likely to adopt them as a viable technology and initiate an industry-wide competition over Mini LED TV specs this year HDR and 8K resolution will be the two mainstream features of high-end TVs this year With regards to Korean brands, Samsung’s Neo QLED Mini LED TV and LG’s QNED Mini LED TV, both unveiled at CES this year, are equipped with Mini LED backlights as a performance-enhancing technical feature These TVs feature not only 8K resolution, but also Mini LED backlight units, which require more than 20,000 Mini LED chips (divided across more than 1,000 local dimming zones, with more than 1,000 nits in peak brightness), in addition to passive matrix FALD technology, which allows for contrast ratios of 1,000,000:1, a significant improvement that puts these TVs on almost equal footing with OLED TVs in terms of image quality At the same time, China-based TCL is also set to release its OD Zero Mini LED TV, which has comparable specs with Korean offerings and is also equipped with Mini LED backlight units Going forward, more and more TV manufacturers, such as Hisense and Xiaomi, are expected to participate in the burgeoning Mini LED backlight TV market The pace of optimizing Mini LED chips, backplanes, and driver ICs will be key to the Mini LED industry’s rapid expansion As various manufacturers successively release their Mini LED backlight TVs this year, related companies in the supply chain are expected to benefit as a result Currently, there are multiple major suppliers of Mini LED components on the market: Chip suppliers include Taiwanese (Epistar and Lextar), Chinese (San’an and HC SemiTek), and Korean (Seoul Semiconductor) companies Testing and sorting companies include FitTech, Saultech, and YTEC SMT companies include Taiwan-based Lextar and China-based Hongli Zhihui Driver IC suppliers include Taiwanese (Macroblock, Elan, Parade, Himax, and Novatek) and Chinese (Chipone) companies Backplane suppliers include Tawanese (Apex and Zhen Ding Tech) and Korean (Young Poong Group) companies Panel suppliers include SDC, LGD, AUO, Innolux, BOE, and CSOT TrendForce believes that Mini LED backlight displays currently possess a competitive advantage over OLED displays due to the former’s 15% comparatively lower cost Ultimately, the future development and profitability of the Mini LED backlight market in the long run will depend on the continued optimization of components that account for a relatively higher allocation of backlight costs, including Mini LED chips, Mini LED backplanes, and driver ICs 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

Press Releases
Samsung to Galvanize Growth of Mini LED Backlight TV Market, while Intense Competition in LED Supply Chain Projected to Resurface, Says TrendForce

2020/09/28

LED

Yearly Mini LED backlight TV shipment is projected to reach 44 million units for 2021, a 2% penetration rate in the overall TV market, as brands begin integrating Mini LED backlights into their TVs and continue to improve technologies as well as optimize costs, according to TrendForce’s latest investigations While Apple is set to release IT products featuring Mini LED backlights, Korea-based Samsung and LG will both debut their own Mini LED backlight TVs in 2021 In particular, as part of its effort to deploy Mini LED backlight across its product mix, Samsung is targeting a yearly shipment of more than two million Mini LED TVs next year in anticipation of high market demand Samsung challenges OLED TVs with its Mini LED backlight-equipped QLED offerings At the moment, TV brands are focusing on 4K resolution and OLED displays as the primary selling points in their high-end product strategies However, Samsung is hoping to increase the market share of its QLED TVs, which are much more cost-competitive than OLED TVs, via the integration of Mini LED backlights, which can significantly raise the level of contrast and image detail through multiple dimming zones in addition to its WCG (wide color gamut) capabilities TrendForce indicates that Samsung’s lineup of Mini LED backlight TVs in 2021 will include 55-inch, 65-inch, 75-inch, and 85-inch display sizes, 4K resolution, and multiple Mini LED local dimming zones, which produce contrast ratios of 1,000,000:1, a significant improvement over the current market mainstream of 10,000:1 Since such high contrast ratios are only possible if the display backlight contains at least 100 local dimming zones, the corresponding number of Mini LED chips used for backlighting will skyrocket as well, with between 8,000 to 30,000 Mini LED chips used for each TV By combining high-resolution display panels and multiple local dimming zones, Samsung’s Mini LED TVs deliver a superior visual experience for the end-user The upcoming release of Samsung’s Mini LED TVs will inject considerable momentum into the LED supply chain Samsung’s new Mini LED backlight TVs are expected to feature HV LED chips as their light source Thanks to their Mini LED backlights, these TVs deliver improved display performances via HDR and WCG functionalities Samsung’s adoption of HV LED chips requires an extremely large-scale, fast, and stringent testing and sorting process for LED chips according to chip wavelengths and specs, and related companies such as San’an Optoelectronics, Epistar/Lextar, FitTech, Saultech, Apex, and Macroblock have all moved to participate in Samsung’s Mini LED supply chain TrendForce believes that, although most of the above companies are still currently in the sampling stage without any finalized contracts, competition in the LED supply chain will likely intensify once again

Press Releases
Demand for LED Peripherals Surging as Apple Stimulates Market Opportunities in Mini LED Backlighting Applications, Says TrendForce

2020/05/06

LED

According to the latest report by the LEDinside research division of TrendForce, titled 2020 Mini LED Next-Generation Display Technology and Supply Chain Analysis, as Apple pushes forward the development of Mini LED backlight technology, the company is expected to incorporate Mini LED backlight technology to improve the performance its existing products such as the iPad and Pro Display The application of Mini LED backlight technology is expected to reach 18% penetration rate in the overall market for IT products in 2025 TrendForce Assistant Research Manager Max Chen indicates that LED companies are currently in the process of CAPEX expansion For instance, the Mini LED chip production capacity in the Taiwanese market is expected to reach more than 10 billion chips per month by the end of the year The massive expansion of the LED industry has also stimulated a corresponding surge in the peripherals market, which benefits both existing and newly developed LED process equipment The Taiwanese Mini LED supply chain can be examined in terms of three segments: LED light source, equipment/process, and components With regards to the LED light source segment, LED chip suppliers include Epistar, Lextar, and EPILEDS Some LED package suppliers, such as Everlight, Harvatek, and AOT, are aiming to enter the Mini LED backlight market by leveraging their existing die bonding production lines or providing Mini LED packages With regards to the equipment and process segment, due to the high variance in specifications such as wavelength and other electrical characteristics in LED epitaxy production, suppliers must rely on extensive testing and sorting processes to ensure that the LED chips produced have a high degree of consistency In addition, given the sharply rising demand for Mini LED chips, suppliers’ testing and sorting capacities have become critically important At the moment, the primary Taiwan-based suppliers of testing and sorting equipment are FitTech, Saultech, and YTEC In particular, FitTech has built a reputation of producing highly accurate equipment, in turn attracting OEM orders from Mini LED chip suppliers FitTech occupies more than 80% share in the Mini LED testing and sorting market in Taiwan As well, since the Mini LED die bonding process requires equipment with high speed and high accuracy, surface-mount technology solutions provider TSMT has procured high-speed die attach equipment from Kulicke & Soffa in response to large-scale, high-spec OEM orders from Apple With regards to the LED component segment, representative backplane suppliers include Uniflex and Unimicron, while light source driver IC suppliers include Parade, Novatek, and Macroblock The primary light source module houses are Radiant and Qisda Although these components have existed since the traditional LED backlight era, the rise of Mini LED backlight technology means clients are placing a higher demand on both component cost and technical specifications, in turn creating new challenges and opportunities in the LED component market Nonetheless, the current worldwide pandemic situation means future developments in the market for end devices remain highly uncertain Brands are therefore looking to increase their R&D spending to improve their product specifications, in turn incentivizing the public’s willingness to purchase At the same time, brands’ R&D efforts may also prompt midstream and upstream vendors in the Mini LED supply chain to upgrade their current technology and seek continual technical breakthroughs in order to meet the brands’ demand for new product developments

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