Looking back at 2021, the complex internal and external environment has affected all industries. This year happened a lot of things, raw material prices, drive IC shortage, pull the power limit……

2022 has already started. What are the possibilities of the new display industry this year? This issue, the expert said that the production and research center listed 5 2022 shows the industry in each link of the technology trend and market performance forecast, for you to refer to, but also for verification.

To predict1：

Mini LED display products will really start to proliferate

2021 is known as the first year of mass production of Mini LED. In addition to mobile phones, commercial products will be seen in TV, IT and large-screen display products. According to incomplete statistics, more than 20 brands released nearly 40 Mini LED backlight products in 2021.

LED display TOP10 manufacturers without exception also crowded out P1.0 Mini LED display, showing「Mini LED is an irresistible trend」Of cause.

No matter how well the market is accepted, in 2022, major manufacturers will try their best to promote Mini LED technology as an upgraded product, especially under the pull of apple, Huawei, TCL, Xiaomi, Leard, Zuming Technology, Abison and other top brands, the real scale is likely to be achieved.

To predict2：

Mini LED backlight is likely to be generalized

In recent years, chip packaging factory has been cooperating with terminal brand manufacturers to do a variety of customized programs, at least several, more than dozens.

However, according to years of experience, in Mini LED solutions, the core space of cost reduction is not entirely material and process, but when the industry has to show at least 10 times of exponential scale growth, the product convergence to a few universal solutions, it is easier to achieve the goal of cost reduction.

Fortunately, looking back to 2021, Apple will launch Mini LED iPad, Samsung will announce the sales target of 2 million Mini LED TVS, TCL Mini backlit TV will compete in North America, and Apple will continue to promote Mini LED MacBook in 2022. The actions of these leading brands will officially drive the industry. Usher in the 2022 volume. After increasing the volume, under the guidance of everyone's consciousness and joint efforts, Mini LED backlight will most likely usher in a universal solution.

To predict3：

A variety of packaging technology competition will become more intense

In the small spacing display market, Chip and TOP program cost performance competition will be further intensified; Micro-spacing display field, in the IMD and COB in full swing, MiP/ core packaging new technology route, the probability will gradually from wait-and-see into the parties active reserve technology, and even issued a new reference to the process;

In the field of Mini LED backlight, POB is still the main mass product, but more brands will launch new products using COB and COG.

While paying attention to cost down, the market will put forward higher requirements for new display quality and reliability. The key to successful scale is cost. But the key factor of cost control is yield.

From the perspective of equipment layout, combined with customer products and processes, Vogel tailors the whole line of solutions, carries out the overall layout planning, personnel planning, operation guidance planning, safety planning for Mini LED/LED backlight module assembly and production process, and provides the whole line of turnkey system solutions. At present, this whole line of solutions won the national invention patent, and has been widely used in domestic mainstream customers.

The solution can meet the different needs of the production process of large size backlight module, including the whole production process from the automation of LED strip /Mini LED backlight board, reflector, diffuser, gloss film assembly, high-precision adhesive, AOI detection, automatic laminating and packaging, etc. Thus effectively help customers improve production efficiency and product yield, while effectively reducing production costs.

To predict4：

Carrot-and-stick products will be the source of output growth, but 2022 risks remain

From 2021, it can be seen that 4K/8K, 3D, 5G, XR, AI, IOT and other technologies are gradually combined with LED display, shifting from hardware manufacturing to the overall solution of combining hardware with software and content, which is worth expecting new sources of output value. In 2022, LED screens will be added to key battlefields such as openeye 3D, XR technology, "immersion" and "interactive".

However, challenges remain in 2022. The macro environment is still poor despite new growth points in the industry: Ocemijon is rampant around the world, infrastructure budgets are not up to expectations, and industrial inventories are still high, especially in the first half of 2022. But we still like the top players to maintain growth and continue to gain market share.

To predict5：

The "two camps" face off more fiercely

The two camps have two meanings：International VS domestic camp, and LED spontaneous lighting VS LCD backlighting camp.

These two camps originally each occupy one side, but due to the Mini/Micro LED display technology and appear more confrontation, trying to break through the moat of the other side, mainly in the 100 "around the continuous force, new products one after another…

In 2022, international enterprises represented by Samsung, LG, SONY, and domestic leading enterprises such as Leyard, Zaum, Abison, Lehman, Ciyuan, TCL, Huawei, Xiaomi, etc. will compete more and more fiercely in the consumer and business end such as home TV, commercial cinema, and all-in-one.

In 2022, we may see 3 LED display companies with revenue of 6 billion yuan for the first time, and also witness the shipment of Mini LED backlight terminal exceeding tens of millions for the first time.