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MicroLED,全面开花
半导体芯闻· 2025-08-13 10:43
据 UBI Research 近 日 发 布 的 《 2025 Micro-LED 显 示 产 业 与 技 术 趋 势 报 告 》 显 示 , 全 球 MicroLED 电视产能将从 2023 年的年产 5 万台增长至 2030 年的约 600 万台,整体市场规模预 计将达到约 13 亿美元(折合人民币约 1.8 万亿元)。 MicroLED 作为一种具备高亮度、长寿命、优异耐用性的自发光平板显示技术,相比 OLED 具有 更强竞争力,已成为高端电视与下一代可穿戴设备市场的有力候选。它无烧屏(burn-in)风险, 色彩还原和可视性出色,应用范围覆盖从大型显示屏到超小型 AR/VR 设备。 UBI Research 分析认为,随着生产效率提升与制造成本下降,MicroLED 将在 2027 年后进入大 规模商用阶段,并从 2028 年起保持年均 50% 以上的高增长。 如果您希望可以时常见面,欢迎标星收藏哦~ 来 源 :内容 编译自 zdnet 。 MicroLED 市场预计将从 2028 年起正式进入高速增长轨道。受益于高端电视及应用领域的不断扩 大,行业将迎来积极的设备投资潮。 喜欢我们的内容就点 "在看 ...
2025年全球AR设备出货量增长将超四成 高于VR设备增长率
Group 1 - The global XR (AR/VR) display shipments are expected to grow by 6% year-on-year by 2025, with AR devices experiencing a significant growth rate of 42%, compared to VR devices' modest growth of 2.5% [1] - The anticipated growth in AR is driven by the introduction of new AR smart glasses that utilize displays for AI-supported applications rather than just media consumption [1] - In 2024, a significant decline in display panel shipments is expected as XR device manufacturers clear inventory and adjust business plans, with the release of Meta Quest3S contributing to this decline due to its single LCD panel design [1] Group 2 - LCD technology is projected to dominate VR display technology, accounting for 87% of shipments in 2025, used in both entry-level and high-end devices with advanced technologies [1] - In the AR sector, the share of silicon-based OLED is expected to decrease to 75%, allowing more room for MicroLED and LCoS display technologies [1] - The report anticipates a continuation of the recovery trend in 2026, with AR display panel shipments increasing by 38% and VR by 2.1%, although uncertainties exist due to U.S. tariffs on Chinese goods affecting XR device demand [2]