韩国宣布：25亿发力Micro LED、QD LED等显示技术

Core Viewpoint - The South Korean government plans to invest 484 billion KRW (approximately 350 million USD, 2.51 billion CNY) in developing iLED (Inorganic Light-Emitting Diode) display technology by 2032, aiming to establish a complete local industrial ecosystem and find new growth engines for the display industry [1][3][9]. Group 1: Current Market Position - South Korea currently leads the OLED market but lags in the iLED sector, heavily relying on imports for LED epitaxy, chips, and materials [3][4]. - Chinese companies, supported by their government, have rapidly risen in the display market, surpassing South Korea in LCD panels and closing the gap in OLED technology [5][6]. Group 2: iLED Technology Advantages - iLED technology is seen as the next-generation display technology that could potentially disrupt OLED, offering better lifespan, brightness, picture quality, and energy efficiency, while avoiding issues like "burn-in" [5][6]. - The manufacturing and transfer of micro-level LED chips in iLED technology align more closely with the semiconductor industry, which poses a competitive challenge for South Korean firms [6][7]. Group 3: Government Investment Goals - The investment aims to address three main issues: reversing the technological lag in the iLED field, reducing reliance on foreign-made key LED chips and materials, and finding new economic growth engines post-OLED [7][9]. - The initiative is part of a broader strategy to secure a competitive edge in the global display industry and ensure supply chain security [9]. Group 4: Future Implications - The investment is expected to influence the global evolution of display technology, with the competition in the iLED sector already underway [9].