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The definition of high-definition TV will be rewritten. As MiNiLED price gradually comes to sweet spot, color and resolution replace traditional LCD display. After the big brands of MiniLED and backlight TV have been launched in Japan and Korea, the Chinese mainland brand manufacturers will boost the cost-effective MiniLED backlight TV in the second half of the supply chain news. The supply chain has already felt that the pulling power is becoming stronger. Miniled has officially entered the high growth period of commercial use. Taiwan's miniled driver IC accumulation related solutions have been adopted by customers, and are expected to give priority to seize the business opportunities of miniled.
The supply chain points out that the price of MiNiLED is not far from the cost of traditional display. The high transmission capability of 5G will drive the demand of 4K/8K high resolution display in the future. The characteristics of high brightness, high resolution and high contrast will bring different advantages to traditional display. Moreover, the first day and the Korean brand big factory will introduce high-order MiniLED backlight TV to open the market reputation. Chinese mainland brand big factory TCL, Xiaomi and others will launch high cost performance mini LED backlight TV in the second half of the year to seize the market.
Trendforce pointed out that in the current TV market, OLED has become the pronoun of high-quality TV because of its high color saturation and high contrast, which makes consumers feel the most. However, there is only one supplier of OLED TV panel, LG display. Coupled with the high price, TV brand factories have switched to miniled backlight TV, which is also under the banner of high brightness and high contrast. The trend of being different from OLED seems to take shape, and it has also opened a new TV market specification positioning. It is estimated that the global miniled backlight TV shipment will reach 2.6 to 3 million units in 2021.
Four Mini LED backlight driving chips are developed for different size applications, which can realize the "area dimming" design of HDR fine-grained display effect, reduce the cost of driving chip and parts, reduce the blur phenomenon in dynamic image display, and can be flexibly controlled. The company pointed out that the Chinese mainland brand TV manufacturers joined the MiniLED backlit TV, indicating that MiniLED will be applied to portable tablet, pen and mobile phone market, and will soon enter the high-speed growth period. It is expected that MiniLED will make a significant contribution in the second half of the year, and will enter the high-speed growth period in 2022.
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