Mini LED backlight means that Mini LED is used as the backlight of the LCD panel, which makes it have the advantages of ultra-high contrast, high color gamut, and high dynamic range (HDR), thereby greatly improving the LCD liquid crystal display effect. Since 2020, Mini LED backlight terminal products have been released intensively. Apple, TCL, Hisense, Lenovo, Asus, Innolux, AUO, BOE and other giants have launched TVs, MNT, Automotive, NB & VR, etc. equipped with Mini LED backlight technology. End products.
From the perspective of the industrial chain, the upstream mainly includes LED chips and LED drivers. Domestic Mini LED chip production and manufacturing companies mainly include Sanan Optoelectronics, Huacan Optoelectronics, and Jucan Optoelectronics; backlight packaging companies mainly include Nationstar Radio and Television, Ruifeng Optoelectronics, Hongli Zhihui and Jufei Optoelectronics, etc.
The LED driver architecture of Mini LED backlight is mainly divided into AM and PM. AM driver suppliers mainly include TI, HYASIC, GT, etc., and PM drivers mainly include TI, Maxim, Dialog, Novatek, MBI and other companies. Currently, Mini LED backlights are in mass production. Its products are mainly based on the PM structure, and the main advantage of AM is in the application fields such as high partition and large size TV, which can realize single-layer aluminum substrate wiring, uniform temperature rise and direct drive display effect.
Different downstream application terminals
1. TV In 2021, the popularity of TVs equipped with Mini LED backlight technology will rise sharply. For example, Samsung, LG, and domestic TV manufacturers such as TCL, Hisense, and Konka will compete to release new TV models equipped with Mini LED backlight. The new products are mainly positioned at high-end and adopt 4K Or 8K resolution, the price ranges from 10,000 to tens of thousands, while domestic TV manufacturers focus on low-level cost-effective models, and the price has dropped to less than 10,000 yuan. The centralized listing of new Mini LED devices will drive LCD panels to extend to high-end products, and directly compete with OLED in the field of high-end large-size panels.
2. MNT Mini LED is positioned as a high-end gaming and medical professional display. Although the market size is not as good as TV, due to the characteristics of Mini LED and MNT is the market with the least competitive resistance, and the price of some models is less than 1,000 yuan. Since 2022, domestic KTC, HKC, Longli, Inno&cn and other manufacturers have mass-produced a variety of displays.
3. NB&PAD At present, there are few notebook and tablet products released. Due to the cost limitation of the backlight, the main output value comes from Apple. In the domestic market, Lenovo, Raytheon and Taiwan-based ASUS have small batch shipments.
4. Automotive In 2022, five models of cars equipped with Mini LED backlight screens will be released. Although there are currently many cases of OLED "carrying" in this field, LCDs equipped with Mini LED backlights are in terms of reliability, cost, and ultra-high brightness. Has a clear competitive advantage.
5. VR VR panel technology needs to achieve ultra-high PPI. At present, LTPS technology can achieve a maximum of 1700PPI. To meet the high contrast of VR products, an ultra-high-brightness backlight is required, and Mini LED backlight is the best choice for VR applications. .
Due to the strong compatibility of Mini LED backlight display technology and the improvement of display effect, it is believed that Mini LED backlight display technology will be widely used in the display field in the future.
