聚焦新型显示“芯”技术，这5家企业共话“芯”发展

Core Viewpoint - The global display industry is experiencing complex and diverse development trends, with the new display industry expected to exceed $200 billion in value by 2024, with China accounting for half of this market [2]. Industry Overview - The advancement of new display technologies and increasing user demand are driving the popularity of high-end and large-size display products, leading to a rise in demand for high-value products with superior image quality and aesthetics [2]. - The rapid iteration of downstream display technologies such as Mini-LED, Micro-LED/OLED, quantum dot displays, and AR/VR is contributing to the evolution of the display industry, transitioning from scale leadership to technological leadership in China [2]. MicroLED Technology - MicroLED chip manufacturing typically involves etching and epitaxy processes, including substrate preparation, intermediate layer preparation, step etching, conductive layer preparation, and electrode preparation [3]. - MicroLED features miniaturization (pixel size and spacing reduced from millimeters to micrometers) and integration (device structures include LED display driving circuits and LED matrix arrays) [3]. Manufacturing Challenges - The incompatibility of epitaxial growth processes for different colors (e.g., red MicroLED with AlGaInP materials and blue/green with GaN materials) complicates the integration of RGB colors on a single substrate [4]. - As chip sizes shrink to the micrometer level, sidewall defects during the etching process can affect internal quantum efficiency (IQE), leading to a decrease in external quantum efficiency (EQE) [4]. - Existing full-color solutions face challenges such as brightness loss, oversized modules, or high costs, making them unsuitable for micro-display applications like AR/VR [4]. Detection and Repair Technologies - The difficulty in defect detection and repair for micro-sized chips necessitates the development of high-precision non-destructive testing and repair technologies [5]. Upcoming Forum - TrendBank plans to host the "2025 Heterogeneous Integration Frontier Forum" from November 17-19, 2025, focusing on MicroLED and new display technologies, with participation from several related companies [5].