Apple will launch VR/AR headsets this year, and will use the latest Mini/Micro LED display technology. However, with international manufacturers such as Samsung, Apple, Dell, etc. successively deploying MiniLED and launching products such as monitors, notebooks, TVs, etc., it is quite certain that MiniLED technology will officially enter the first year of mass production and application. At present, a variety of chip solutions have been launched, and it is expected to give priority to Mini LED business opportunities when the first wave of demand rises.
The latest report from Tianfeng International Securities analyst Ming-Chi Kuo pointed out that Apple will launch AR/MR head-mounted devices this year. It is generally believed that Apple will adopt the latest Mini/Micro LED display technology. In addition, Samsung and Dell have also launched Mini LED backlight displays. It shows that Mini LED has made great progress in technical yield and production cost, which has made international manufacturers change from a wait-and-see attitude in the past to a pragmatic approach to application.
TrendForce pointed out in the 2022 industry trend forecast that 2022 will be the year when Mini LED and Micro LED are gradually commercialized in new types of displays, and international brands will give priority to the supply chain of Mini/Micro LED. Dominance in technology and supply, and at the same time have a high degree of pricing power in terms of price.
In the MiniLED supply chain of Taiwan factory, in addition to upstream chip rich mining, equipment factory Huite, PCB factory Zhending, Taijun, and part factory Taiwan table section, MiniLED driver IC is an indispensable and important key component. Accumulation was the first to invest in the development of Mini/Micro LED technology, and launched a series of full-matrix area dimming Mini LED backlight chips last year, and successively introduced variable refresh rate functions, whether used for static or scanning Mini LED backlight displays. Effectively handle the problem that the vertical sync signal does not match the frame rate of the picture source.
With the high transmission capacity of 5G, the demand for 4K8K high-resolution displays will increase, and the characteristics of MiniLED's high brightness, high resolution, and high contrast will have different advantages from traditional displays. Mini LED backlight TVs, monitors, etc. are gradually opening up the market. Once Apple launches Mini/Micro LED VR/AR headsets this year, it will undoubtedly be a new wave of promotion. With the follow-up of mainland Chinese brands, they will accumulate sweet business opportunities in 2022. The point will officially come.
