TrendForce集邦咨询：预估Micro LED显示应用的芯片产值将于2029年达7.4亿美元

Group 1: Core Insights - Micro LED technology is focusing on optimizing manufacturing costs and exploring niche markets, with an estimated chip output value of $740 million by 2029 and a compound annual growth rate (CAGR) of 93% from 2024 to 2029 [1] Group 2: Large Display Cost Improvements - The current output value of Micro LED displays is primarily driven by large displays, with Samsung leading the market. Future development relies on key process breakthroughs and collaboration among Chinese chip manufacturers to enhance cost advantages [3] - The industry standard for Micro LED large displays is a resolution of 4K and above, with a current commercial pitch of 0.5mm. Continuous miniaturization and overcoming challenges related to low yield and seams are essential for differentiation from Mini LED products [3] Group 3: Transparent Display Development - Micro LED shows significant potential in transparent display applications, which can be categorized into direct display and micro-projection systems. The technology is ideal for high brightness and high transparency, making it suitable for public viewing scenarios [4] - The urgent need for the Micro LED industry is to expand market size for economic benefits, with non-display applications becoming a crucial avenue for growth. These applications include light communication, biotechnology in healthcare, and industrial production technologies like 3D printing [4]