InfoLink Consulting Co., Ltd.

If Apple’s placement of over 10,000 mini-LEDs, each as thick as two to three hairs with 60-70um of diameter, into its latest model of iPad and MacbookPro last year was considered a next-gen “commercialization” breakthrough in the display industry, then you should never miss out on “Touch Taiwan 2022,” one of the most prominent display expos around the world.

At the Touch Taiwan 2022, mini-LED is no longer a “concept” but a concrete, commercialized technology, with a variety of niched derivative products.

For wearable gadgets, such as watches and wristbands, and AR/VR metauniverse devices, more products are shipped with Micro LED, of which is smaller than 40-um human blood cells in diameter.

Pruduct Highlights

▲PlayNitride exhibited a 7.56’’ transparent, flexible Micro LED display, integrated with LTPS TFT backsheet, and had 114 PPI of image resolution

▲PlayNitride exhibited a 9.38’’ transparent Micro LED dashboard and a 1.58” squared center console display that shows the time.

▲AUO develops displays for smart cockpit actively. The company introduces a mini-LED backlight technology integrated with AmLED, and showcased a 30” curved surface +22” front passenger seat display, with great brightness and high contrast

▲For automobile display, AUO deploys on the top a 14. 6,” 202 PPI, Micro LED head-up display, standing out from other manufacturers that use transparent displays. The middle is a 12” dashboard and center console with 169 PPI of resolution. The bottom has a flexible display on the protruded knob, with around 141 PPI of resolution. 

▲PlayNitride launched a more competitive, 1.39” Micro LED watch, with 338 PPI of resolution. The product has over 1,000 nits of brightness, higher than what is averagely seen on the market

▲PlayNitride displayed a 0.49” Micro LED head-mounted display, with 4,536 PPI of resolution, realizing industry-leading full-color display.

In an interview last year, Lee Bing-chie, CEO of Ennostar, said: “For Taiwanese manufacturers, there’s no need to discuss whether mini-LED and Micro LED is the next-gen display technology, for OLED is not even an option.” Cutting to the quick, Lee pointed out that for Taiwanese display industry and global TFT LCD supply chain, mini/Micro LED technologies are no longer a “trending topic” on the drawing board, but the “key to survive” for non-OLED allies to sustain competitiveness in the long run.



According to the latest market report “mini/Micro LED Specific Topic” published by InfoLink this month, LED cells, mass transfer, and backsheets together account for at least 70% of mini/Micro LED BOM costs. In mini/Micro LED product designs, choices of active, passive drivers, and backsheet materials (PCB, glass. PI, etc.) all affect production costs.

mini/Micro research team of InfoLink provides in-depth, wide-ranging analysis of mini-LED backlight drivers and backsheet materials, such as differences between active-matrix and passive-matrix, and pros and cons of PCB/glass backsheets, offering insights on market movements and critical topic to mini/Micro LED-related supply chains.