From the perspective of development history, OLED was born earlier than Mini LED, and its first-mover advantage brought not only the problem of product yield, but also the technical scalability and market share.
In theory, Mini LED has many advantages that OLED does not have, but the development of technology is not constant.
Many manufacturers in China, Japan, and South Korea are constantly researching and improving OLED.
From an industry perspective, there are four applications suitable for Mini LED backlighting: tablets, MNTS, cars, and TVS.
However, with the continuous improvement of OLED technology, it is facing different degrees of competition in various fields.
Taking the tablet field as an example, Apple is the company that uses the most Mini LED technology.
As a bellwether for the iPAD market, Apple only used Mini LED backlights on the 12.9-inch iPAD Pro, not else.
In terms of cost, Mini-LED screens cost about three times more than traditional LCD screens and are more expensive than OLED screens.
The main reason why Apple doesn’t use OLED panels for its laptops is that the performance of OLED panels is not up to Apple’s requirements.
“Apple has been working with Samsung and LG to jointly develop OLED panels for laptops and may launch related products within two years,” an industry source said.
This further confirms that Mini LED will face fierce competition in small and medium sizes. market competition.
Another example is the car market. Because the vehicle system is relatively closed, there are three pain points on the vehicle: long certification cycle, high brightness and high reliability.
This can take as long as 2 to 3 years if the vehicle manufacturer strictly follows testing and certification requirements.
However, the replacement cycle of a domestic model is very fast from launch to delisting, so it is also embarrassing for Mini LED.
From this perspective, it may be difficult for mini LED to become a rigid demand in the automotive field.
Excluding these aspects, it can be seen that the biggest advantage of mini LED is still in the TV. Because TV is basically just what every family needs.
Although there are many fewer people watching TV now, even if it is just a decoration, it is basically indispensable.
The high difficulty of the mini LED process, its price is much higher than that of the ordinary LCD TV,
which is inevitable for ordinary consumers, when buying some concerns.
But objectively speaking, the downturn in global consumption is not only a dilemma for Japanese and Korean OLED manufacturers,
but also a problem for betting on Mini LED manufacturers in China.
In addition to a lack of consumer demand, OLED panels like 55-inch and 65-inch TVS will cost less than Mini LED backlights.
The space left for Mini LED backlight TVs lies in 75-inch and above and 8K products.
More importantly, SONY, Samsung, LG, Panasonic and other Japanese and Korean brands, as participants and standard setters in TV development,
have been firmly in the leading position in the global market and have also been important leaders in TV-related technologies.
Metrics are not the only metric for the end consumer.Which display panel you use is an important factor, but not the deciding one.
Take SONY, for example. In the field of TV chips, it has long adhered to the independent research and development of image processing chips.
From the earliest “Xungrui image” chip to optimize the edge of the image, to the later “X1” chip with data comparison database.
By 2021, the “XR” chip with “cognitive intelligence” will be added.
Through the accumulation of core strength in the field of chips, SONY eventually became the industry benchmark for image quality.
For domestic brands, this is still a long and difficult road.
Fortunately, the technology of Mini leds is improving with the participation of a large number of manufacturers,
driving the price of Mini LED products to decline rapidly, and laying the foundation for entering more fields.
With the reduction of the price of Mini LED, consumers will get better Mini LED products at a lower price.
