Following the traditional display giants such as Samsung, LG, and Sony, they continued to strengthen the launch of MicroLED displays this year. Recently, the upstream LCD panel giant AUO has also been revealed to be launching a 100-inch + micro LED TV, which is expected to officially join the micro LED TV camp.
According to related reports, AUO will display a 108-inch home Micro LED TV during the ISE Europe 2024 exhibition, and at the same time, this is also the first time that AUO will display a large-size Micro LED display.
During the exhibition, AUO will not only display this 108-inch home Micro LED TV, but also display a variety of Micro LED displays for commercial displays. The included spacing is 125mm LED dome display, specially designed for amusement parks;A new generation of interactive flat panel display platform;135-inch all-in-one LED display with modular design.
In addition, AUO revealed that it will also participate in the CES 2024 exhibition to be held on January 9 next year, where it will exhibit a variety of new automotive displays, such as Micro LED interactive transparent smart windows and rollable rear-seat entertainment displays, under the theme of "Driving the Future of Smart Mobility".
An industry leader told Audiovisual Circle that AUO's layout of MicroLED displays this time can be described as quite decisive and positive. Not only is the product matrix rich, but also "household and commercial" attack at the same time;At the same time, it is also active and decisive in market promotion, focusing on "supporting" micro LED displays at two industry exhibitions in succession. Behind this, AUO may have "big intentions and big ideas" in micro LED displays in 2024.
And why is AUO so "attentive" and "rapid" to Micro LED displays?The main reasons may be as follows.
First, AUO has been "deeply arranged" in the development of micro LED display technology. As early as 2021, AUO showcased the 139-inch Micro LED panel. Previously, AUO also showcased a number of Micro LED products, including 135-inch 1920x1080 resolution (163 ppi) transparent micro led display, large car transparent micro led display, 145-inch foldable Micro LED display, etc.
In terms of capacity planning, AUO announced in April this year that it plans to convert its LCD 5A plant in Longtan District, Taiwan into a micro LED production line. The new line will begin production of Micro LEDs in 2025 or 2026, targeting wearable displays, automotive displays, TVs, and signage displays.
In October this year, AUO signed a contract with Chitron for NT$700 million (about RMB 1.).RMB5.9 billion) contract, and AUO will assist in the construction of a 6-inch micro LED chip on carrier production line at the Longtan plant and provide turnkey solutions.
AUO said that with the assistance of Nitron, in addition to mastering the key raw materials of Micro LED, the company will further realize the in-house production of COC to Micro LED modules, greatly improve production efficiency and yield, enhance AUO's cost competitiveness in Micro LED products, and accelerate the mass commercialization of Micro LED.
Therefore, AUO's attack this timemicro led, which can be said to be the "natural product" of the "thick accumulation explosion".
Second, the micro LED screen has gradually become the "favorite" of the industry's display giants. At present, a number of Chinese and foreign giants, including Samsung, LG, Hisense, Konka, Lehman Optoelectronics, Leyard, Sony, etc., have launched Micro LED TV "new varieties" of corresponding products.
So many brands are pushing Micro LED TVs,It will not only enhance the awareness of the micro LED TV market,At the same time, it will also be further landed。 Behind all this, it is hinting that Micro LED TVs may become a new hot spot in the field of home display in 2024.
In addition, judging from the data trend, some relevant institutions have statistics that in 2022, Micro LED TVs will ship about 30,000 units, with a market size of about 24.28 million US dollars;In 2023, it will climb to 130,000 units, about 36.05 million US dollars;It is estimated to reach 42.4 million units (1% of flat panel displays) in 2029, with a market size of $7.6 billion and a compound annual growth rate of 180 percent in shipments6%。
Therefore, in terms of dimensions such as trends and vendor engagement,AUO's choice to "bet" on microLED TVs at this time can be described as "timing" ripe and just right.
In terms of market positioning,Some people said,Due to the current micro LED TV positioning high-end,**It will be more expensive。 Therefore, in terms of market entry ideas, AUO should maintain the same two-legged approach as Samsung, Sony, LG, and Leyard have predicted before, and will maintain the two-legged approach of the commercial and high-end home markets. According to the market demand, the development has entered into different rhythms, so as to focus on the introduction and promotion of micro LED screens and solutions for corresponding application scenarios.
Postscript Comments:With the advent of AUO's 108-inch home micro LED TV, it will mean another display giant - and it is the industry "big guy" that focuses on the manufacture of large-size LCD panels, officially joining the micro LED TV camp, which will provide more impetus for the next market promotion of micro LED TV. At the same time, Micro LED TVs may be further improved in terms of industry awareness due to the addition of AUO!