In the era of fine pitch, IMD packaged devices accelerate the commercialization of the P0.X market

The rapid development of the micro-pitch display market
Mini LED display market trends mainly have the following characteristics:

• The dot spacing is getting smaller and smaller;
• The pixel density is getting higher and higher;
• The viewing scene is getting closer and closer.

Mini LED interactive application market scale

• Mini LED flat panel market scale is over 1 trillion yuan;
• The focus of Mini LED delivery panel is 100-200 inch large screen display, and the market size is expected to exceed 100 billion;
• In 3-5 years, as the cost of Mini LED flat panel displays drops to less than 50,000-100,000/unit, the penetration rate will further increase, and it is expected to move towards a trillion market.

With the continuous improvement of LED display technology, the miniaturization of LED display dot pitch has become a trend. Entering 2021, the new products of LED display manufacturers have achieved breakthroughs in some high-end application fields, and display products with P0.9 and even smaller dot pitches have begun to appear one after another. However, the ability to mass-produce does not mean the ability to commercialize on a large scale.

At present, the display effect and overall cost are still the primary tasks in the new application market for micro-pitch displays.

The key to each technical route is to quickly reduce costs and achieve industrialization
Currently on the market, the main packaging solutions for Mini LED displays include SMD, COB, and IMD.

IMD is the fastest solution for mass production of micro-pitch LED displays
IMD packaging equipment is more than 80% compatible, and the industrial supply chain (chips, substrates, wires) and equipment are mature. The screen factory can quickly cut in. With the synergy of packaging companies, the cost can be greatly reduced. It is currently P0.9-P0. 4The fastest solution for mass production;

NationStar Optoelectronics is a representative company in the LED display packaging industry that mainly promotes IMD packaging technology and realizes P0.X display. In 2018, it took the lead in mass production and launched IMD-M09T. After three years of development, the fine pitch products of IMD packaging have covered P1.5~ P0.4. When the mainstream of the industry dot pitch is still at P1.2, the National Star Optoelectronics RGB Super Business Unit quickly launched the P0.9 dual version (standard and flagship) in November 2020.

As the next explosive product following P1.2, P0.9 is highly anticipated by the industry.

According to reports, among them, the standard version, with a target price of P1.2, has a high level of anti-collision capability, 4 times the placement efficiency, superior color consistency, large-scale mass production and other advantages, which directly accelerate the Mini/Micro LED Show the scale of industrialization. Mini 0.9 flagship version will usher in a new round of comprehensive upgrades. Compared with the first generation Mini 0.9, its contrast, color gamut (covering DCI-P3 color gamut), brightness (full screen brightness increased by more than 50%), and reliability And other aspects have been greatly improved.