MicroLED，全面开花

Core Insights - The MicroLED market is expected to enter a high growth phase starting in 2028, driven by the expansion of high-end televisions and various application fields [2][3] - Global MicroLED TV production capacity is projected to increase from 50,000 units in 2023 to approximately 6 million units by 2030, with an overall market size estimated at around $1.3 billion (approximately 18 billion RMB) [2] - MicroLED technology offers advantages such as high brightness, long lifespan, and excellent durability, making it a strong competitor to OLED, particularly in high-end TVs and next-generation wearable devices [2] Market Expansion Factors - Key drivers for market expansion include increased demand for high-end televisions, expansion of production infrastructure, and diversification of application fields [3] - Stability in mass production and decreasing costs are expected to enhance consumer acceptance [3] - The critical factor for the widespread adoption of MicroLED is the stable supply of epitaxial wafers, with expectations for a significant increase in wafer production by approximately tenfold by 2030 [3]