Los ntawm OLED mus rau Micro LED: Kev sib ntaus sib tua ntawm Tuam Tshoj thiab Kaus Lim Qab Teb rau tiam tom ntej tso saib yuav nkag mus rau lub sijhawm sib tw

Cov ntaub ntawv tshawb fawb ntawm lub tuam txhab tshawb fawb txog kev lag luam Display Supply Chain Consultants (DSCC) qhia tau tias xyoo 2023, raws li thaj chaw tso saib, Kaus Lim Qab Teb lub vaj huam sib luag tso saib tsuas yog 10% ntawm lub ntiaj teb, thiab Tuam Tshoj lub teb chaws suav txog 67%. Tshwj xeeb tshaj yog nyob rau hauv cov thev naus laus zis tshiab OLED thiab thev naus laus zis yav tom ntej. Micro LED, Kaus Lim Qab Teb txoj kev ua lag luam tseem ceeb maj mam poob qis.

Lee Choong-hoon, tus thawj coj ntawm UBI Research hauv Kauslim Teb, tau hais tias, "Yog tias peb saib kev txhim kho thev naus laus zis xwb, muaj qhov sib txawv ntawm ib mus rau ob xyoos (ntawm Kauslim Teb thiab Tuam Tshoj) hauv OLED zaub." Thaum Lub Peb Hlis Ntuj xyoo no, Thawj Tswj Hwm Samsung Display Choi Ju-sun kuj tau hais tias qhov sib txawv ntawm thev naus laus zis ntawm cov chaw tsim khoom vaj huam sib luag OLED Suav teb thiab peb li yog li ib mus rau 1.5 xyoos. Raws li Omdia qhov kev kwv yees, hauv thawj ib nrab ntawm xyoo 2024, Tuam Tshoj lub teb chaws cov khoom xa tuaj OLED uas tuaj yeem quav tau yuav ncav cuag 6.4 lab units, suav txog 53% ntawm kev xa khoom thoob ntiaj teb - thawj zaug no cov khoom lag luam siab kawg tau tshaj tawm thoob ntiaj teb.

Ntawm qhov tod tes, hauv Micro LED thev naus laus zis, kev lag luam Kauslim kuj txhawj xeeb. Tom qab tag nrho, Tuam Tshoj thaj av loj tam sim no yog lub ntiaj teb loj tshaj plaws LED tsim khoom thiab kev lag luam saw. Tshwj xeeb tshaj yog los ntawm qhov kev xav ntawm cov thev naus laus zis sab saud, silicon carbide hauv Tebchaws Meskas, sapphire hauv Nyiv, monocrystalline silicon hauv Tuam Tshoj thiab gallium nitride tau tsim ib txoj kev siv tshuab ywj pheej. Tib lub sijhawm, hauv kev tshawb fawb thiab kev txhim kho thev naus laus zis perovskite tshiab, Tuam Tshoj kev lag luam ib txwm tswj hwm kev nqis peev thiab kev tshawb nrhiav txaus.

Txog qhov kawg no, tsoomfwv Kaus Lim Qab Teb nyuam qhuav txiav txim siab los nqis peev 484 billion won (2.57 billion yuan) tshaj yim xyoo los tsim cov khoom siv hluav taws xob tsis muaj teeb pom kev zoo (iLED, Micro LED, thiab lwm yam) thiab tsim kom muaj ib lub ecosystem. Txoj kev npaj no feem ntau pab Kaus Lim Qab Teb tsim kom muaj kev lag luam "txaus siab rau tus kheej" los ntawm cov ntaub ntawv, khoom siv, cov txheej txheem mus rau cov chaw nres tsheb.

Qee cov kws tshuaj ntsuam kev lag luam ntseeg tias kev sib tw ntawm Tuam Tshoj thiab Kaus Lim Qab Teb hauv cov vaj huam sib luag siab heev thiab cov saw hlau kev lag luam vaj huam sib luag yav tom ntej tab tom tsim ib qho "qhov sib phim" nyob ib puag ncig OLED thiab Micro LED.

"Tsis txhob mloog 1.5 xyoo ntawm kev lag luam Kauslim." Qhov no yog qhov kev ntsuam xyuas ntawm tus neeg sab hauv kev lag luam. Nws hais tias lub sijhawm yog ntau dua li cov lus hais rau Kauslim Teb kom txhawb kev sib koom siab sab hauv. Yog tias koj xav kom tus qauv ntawm cov khoom lag luam, IT tej zaum yuav hais tias ntawm OLED, Samsung 8.6 tiam IT kab yuav yog 1.5 xyoo ua ntej BOE 8.6 tiam IT kab ntau lawm.

Qhov tseeb, Kaus Lim Qab Teb tau nyob hauv OLED kev lag luam saw tau ntau xyoo, qhov kev tsim ntawm qhov zoo tseem loj heev. Qhov no yog qhov tseeb tshwj xeeb tshaj yog ntawm cov khoom siv thiab cov khoom siv: piv txwv li, BOE qhov tseeb 8.6-tiam OLED B16 kab tau txiav txim siab siv Kaus Lim Qab Teb Sunic System evaporation tshuab khoom siv. Nyiv Idemitsu Kosan, piv txwv li, tab tom txhawb nqa kev hloov pauv ntawm tag nrho nws cov khoom siv organic light-emitting diode (OLED) kev tshawb fawb thiab kev txhim kho (R & D) chav haujlwm mus rau Kaus Lim Qab Teb. Idemitsu yog ib lub tuam txhab petrochemical thiab cov ntaub ntawv sawv cev hauv Nyiv, nrog kev muag khoom txhua xyoo ntau dua 80 trillion won (kwv yees li 416 billion yuan), thiab muaj cov thev naus laus zis OLED qub.

Hauv kev lag luam OLED, lub tshuab evaporation yog sib npaug rau lub tshuab lithography hauv kev lag luam semiconductor. Tam sim no, tsuas yog cov tuam txhab Nyiv Pooj thiab Kauslim Teb ua lawv. Nyiv Pooj thiab Kaus Lim Qab Teb muaj kev koom tes zoo hauv kev tsim khoom ntawm OLED. Tsis tas li ntawd, Apple, ua tus neeg siv khoom loj ntawm OLED panels, yeej ib txwm nyiam cov khoom ua los ntawm cov khoom siv thiab cov ntaub ntawv Nyiv Pooj.

Raws li daim ntawv tshaj tawm ntawm Korea Display Industry Association, tus nqi ntawm cov khoom siv raw, cov khoom siv thiab cov khoom siv OLED hauv Kauslim tau nce ntxiv los ntawm 65% hauv xyoo 2019 mus rau 71.5% xyoo no. Ntawm lawv, tus nqi ntawm cov khoom siv thiab cov khoom siv OLED hauv Kauslim tau nce ntxiv los ntawm 60% hauv xyoo 2019 mus rau 70% xyoo no; tus nqi ntawm 19 lub cuab yeej loj tau nce ntxiv los ntawm 70% mus rau 73%.

Yog li ntawd, kev lag luam OLED ua tus thawj coj hauv Kaus Lim Qab Teb yog tus thawj coj ntawm tag nrho cov saw hlau kev lag luam, nrog rau kev lag luam thiab kev koom tes ua lag luam nrog Nyiv Pooj thiab Tebchaws Meskas. Hauv qhov no, cov tuam txhab Suav teb tau nrawm dua, deb tom qab lub peev xwm tsim khoom ntawm cov zaub.

Kev ua si rau "kev thov ua lag luam thiab kev sib tw nqi, kev tsim kom muaj qhov zoo dua ntawm qhov ntsuas" kuj yog kev pom zoo ntawm Tuam Tshoj txoj kev lag luam OLED nyob rau theem no. Piv txwv li, hauv tiam tom ntej ntawm IT nrog 8.6 tiam kab, uas yog, tom qab Samsung, BOE, nyuam qhuav kos npe rau daim ntawv cog lus koom tes nrog Hefei, pom zoo los nqis peev rau hauv kev tsim kho 8.6 tiam OLED kab ntau lawm hauv Hefei, tag nrho cov peev txheej yuav yog 55 billion yuan. Nws xav tias qhov project yuav siv cov thev naus laus zis "lithographic" uas Vicigna tsim tawm ywj pheej, nrog kev tawg thiab sib txawv hauv cov txiaj ntsig, tus nqi thiab kev ua haujlwm tso saib. Tib lub sijhawm, cov xov xwm hais tias Tianma kuj tseem npaj yuav nqis peev rau hauv 8th tiam OLED project, yuav txiav txim siab txog txoj kev npaj nqis peev hauv ib xyoos.

Ntxiv rau cov thev naus laus zis evaporation ib txwm muaj, Huaxing Optoelectronics tau dhau los ua tus thawj coj thoob ntiaj teb hauv kev lag luam ntawm cov ntaub ntawv luam tawm OLED, cov khoom siv thiab cov davhlau ya nyob twg. Zhao Jun, CEO ntawm TCL Huaxing, tau hais tias hauv thaj chaw ntawm cov zaub OLED luam tawm tiam tom ntej, TCL Huaxing lub hom phiaj txhawb nqa yog nyob rau thaj chaw ntawm cov zaub loj nruab nrab, xws li kev lag luam, e-kev ua si, cov zaub phau ntawv sau, nrog rau cov khoom sib txawv xws li kev kho mob, tsheb, thiab kev tswj hwm kev lag luam. Huaxing xav tias yuav tso tawm nws thawj kab kuaj ntau lawm 5.5 tiam hauv ib nrab xyoo tom ntej, kev lag luam loj nruab nrab OLED luam ntawv screen, thiab cov neeg siv khoom screen xyoo tom ntej.

Yog tias qhov project luam ntawv OLED ntawm Huaxing Optoelectronics mus zoo, nws yuav yog lub sijhawm rau Tuam Tshoj txoj kev lag luam OLED kom paub txog kev hla txoj kab los ntawm cov khoom siv thiab cov khoom siv mus rau lub davhlau ya nyob twg.

Ntawm OLED zaub, "Kaus Lim Qab Teb qhov zoo yog kev sib sau ua ke, kev lag luam sab saud muaj zog, thiab kev koom tes ze nrog Nyiv Pooj thiab Tebchaws Meskas; Tuam Tshoj qhov zoo yog tias qhov kev nqis peev lig yog loj, kev thov ua lag luam muaj zog, thiab txoj kev siv tshuab tshiab xws li kev luam ntawv thiab cov duab lithography muaj zog dua ..." Tau kawg, nws kuj yuav tsum pom tias qhov teeb meem bottleneck ntawm Tuam Tshoj txoj kev lag luam OLED ntawm cov khoom siv tseem ceeb xws li cov tshuab evaporation tseem yuav tsum tau daws.

Ua ib qho thev naus laus zis tshiab, Micro LED muaj kev cia siab siab. TrendForce Consulting tau tshaj tawm "2024 Micro LED Market Trend and Technology Cost Analysis Report" kwv yees tias tus nqi tso tawm ntawm Micro LED chips hauv kev lag luam khoom siv hnav ib leeg hauv xyoo 2022 txog 2027 kev loj hlob sib xyaw (CAGR) yuav siab txog 136%. Tsis tas li ntawd, micro LED zaub kuj tseem siv tau rau kev lag luam tsheb, IT, xim TV thiab kev tsim kho cov vijtsam loj.

Tam sim no, raws li kev tshuaj xyuas xov xwm txawv teb chaws, Tuam Tshoj txoj kev faib khoom siv Micro LED thoob ntiaj teb yog ntau dua 70%. Nws tuaj yeem hais tias Tuam Tshoj txoj kev lag luam tab tom ua tiav "tag nrho cov saw hlau" iteration los ntawm cov khoom lag luam LED ib txwm mus rau qhov ua ntej Micro LED zaub. Hauv kev teb, Kaus Lim Qab Teb cov lus teb, ntawm ib sab, yog kom nce kev tsim kho thev naus laus zis hauv tsev thiab kev txhawb nqa txoj cai, ntawm qhov tod tes, kom nce kev koom tes nrog Nyiv Pooj, Tuam Tshoj thaj tsam Taiwan thiab Tebchaws Europe thiab Tebchaws Meskas cov saw hlau lag luam cuam tshuam. Piv txwv li, THE WALL cov khoom ntawm Samsung tau txais yuav Tuam Tshoj thaj tsam Taiwan AU AM TFT thiab 錼 innovation technology, Fucai LED chips thiab lwm yam khoom.

Piv nrog rau kev ua tus thawj coj ntawm OLED South Kauslim ntawm tag nrho cov saw hlau, qhov zoo ntawm cov tuam txhab Suav thiab kev lag luam hauv Micro LED yog qhov ntau dua. Tshwj xeeb tshaj yog xav txog tus lej ntawm cov ncauj lus peev thiab kev sib txawv ntawm cov ntawv thov, Tuam Tshoj Micro LED kev lag luam muaj cov yam ntxwv ntawm kev tawg paj. Cov neeg sab hauv kev lag luam ntseeg tias qhov tsis zoo tshaj plaws ntawm cov tuam txhab Kauslim hauv kev sib tw vaj huam sib luag yog "tsis txaus tus lej ntawm cov ncauj lus loj." Hauv qhov no, peb lub tebchaws vam khom qhov zoo ntawm "ntim" thiab tsim cov haujlwm pab pawg, uas feem ntau tuaj yeem yeej qhov txuj ci tseem ceeb ntawm "yuam kev loj hlob ntawm cib loj".

Tshwj xeeb tshaj yog nyob rau hauv cov ntaub ntawv thiab cov khoom siv ntawm Micro LED, xws li cov khoom siv MOCVD, lub tuam txhab tau tsim ntau yam khoom nrog cov cai tswjfwm kev txawj ntse ywj pheej; Nws yog lub ntiaj teb ua tus thawj coj ntawm cov khoom siv LED gallium nitride, nrog rau kev lag luam ua tus thawj coj hauv kev lag luam Mini Led Cov khoom siv hauv tsev nitride. Hais txog Micro LED kev koom ua ke, Dazu Laser tau tsim micro-LED mass transfer, micro-LED mass welding, micro-LED kho thiab lwm yam khoom siv; Cov khoom siv laser massive transfer & stripping & bonding uas Maiwei thiab Tianma tsim tau raug ntsia rau hauv Tianma Micro LED kab ntau lawm, thiab cov khoom thawj zaug yuav tsum tau teeb tsa xyoo no.

"Yog tsis muaj qhov tsis zoo ntawm cov khoom siv tseem ceeb, kev loj hlob ntawm Micro LED yuav muaj kev ywj pheej ntau dua." Qhov no yog Micro LED kev lag luam hauv Suav teb piv rau OLED kev lag luam ntau dua "qhov zoo ntawm ib sab tes." Qhov tseeb, kev nqis peev ntawm OLED 8.6 tiam kab, ntxiv rau Samsung thiab Beijing Oriental ob tus thawj coj, thawj zaug tau txhawb nqa lub peev xwm tsim khoom ntawm Nyiv thiab Kaus Lim Qab Teb lub tshuab evaporation, LG, Vicino, Tianma thiab lwm lub tuam txhab cov phiaj xwm nqis peev, raug rau "kev muab khoom siv tshuab evaporation". Cov khoom zoo sib xws tsis muaj nyob rau hauv Micro LED kev lag luam tam sim no, yog vim li cas kev lag luam muaj kev cia siab txog kev rov ua dua sai ntawm Micro LED zaub thev naus laus zis.

Txawm li cas los xij, rau qhov kev sib tw ntawm cov zaub yav tom ntej, cov kws tshaj lij hauv kev lag luam kuj tau taw qhia tias qhov no tsis yog kev sib ntaus sib tua "hammer defeat". Ntawm ib sab tes, thev naus laus zis txuas ntxiv tsim kho tshiab thiab txhim kho, thiab tsis muaj leej twg tuaj yeem lav tias cov thev naus laus zis twg yog yav tom ntej. Ntawm qhov tod tes, qhov sib txawv ntawm cov kev xav tau daim ntawv thov yuav ua rau cov zaub vaj huam sib luag yav tom ntej ib txwm yog "kev sib koom ua ke ntawm ntau yam thev naus laus zis".

Piv txwv li, TCL Huaxing Zhao Jun tau hais tias, yav tom ntej OLED zaub hauv daim teb thov dav dua, muaj feem ntau tsis muaj txoj hauv kev los suav txog 50% lossis siab dua li xov tooj ntawm tes, tej zaum yuav suav txog 10% -20%, tsis pub ntau tshaj 30%, tom qab tag nrho, tus nqi siab. Yog li, nyob rau lub sijhawm luv luv, kev ua tsov rog vaj huam sib luag Sino-Korean yuav sib tw hauv kev sib xyaw ua ke ntawm LCD, OLED, thiab Micro LED thev naus laus zis. Hauv LCD, cov tuam txhab Suav tau tsim kom muaj qhov zoo dua, OLED tau ua tiav qhov nrawm dua ntawm kev ntes, Micro LED ib ntus ua tus thawj coj.