The Growing AR/VR Market Is Driving Micro-oled Demand

- Oct 20, 2018-

In recent years, as the market of augmented reality/virtual reality (AR/VR) continues to expand, micro-oled products have become increasingly prominent in the AR/VR field due to their advantages of spontaneous light, thin thickness and light quality. 

Beijing dongfang A has announced its investment in OLED micro display device production line.Announcement, in order to satisfy the huge market demand, speeds up the strategic layout, in the field of micro display device to indicate (BOE) will work with Mr Reid, a high technology companies such as cooperation, joint investment of 1.15 billion yuan in kunming, yunnan province in the construction of domestic first large OLED display device production line project, engaged in micro OLED display device of the production, sales and research and development. 

New business opportunities arising from the advancement of AR/VR technology

As the hardware and video technology matured, the commercialization of AR/VR began to accelerate.According to data from IDC, a market research institute in the United States, the VR industry will grow rapidly after 2016. In 2020, it is expected to ship 30 million units, with a production value of 13 billion usd and a compound annual growth rate of 75% (output value).In China, AR/VR technology has been applied in more and more fields, and the AR/VR market is gradually expanding. 

It is well known that the panel is an important carrier of AR/VR technology.With the continuous development of AR/VR technology, new changes are bound to be made in its requirements for carriers.At present, the LED or conventional OLED display that AR/VR is equipped with is more or less too large and heavy. However, for the wearable device like AR/VR, the pursuit of the panel is definitely for its lighter and thinner performance.As the AR/VR technology itself has not been perfected before, the market demand has not risen, and the pursuit of panel is not so urgent. However, the situation is different now. Besides the application of AR/VR technology in entertainment, it is also applied in medical treatment, military, industrial maintenance, urban construction and other fields.The AR/VR market is gradually expanding and the demand for panels is increasingly high. The old LCD and OLED displays cannot keep up with the increasing market demand.As that demand grows, manufacturers will be looking to replace existing LCD or OLED displays, known as micro-oled displays.

Micro-oled's business scene

An analysis of micro-oled's business prospects starts with its own advantages.Compared with ordinary OLED display device for glass backboard, OLED micro display device use monocrystalline silicon Wafer (Wafer) as the backplane, besides the OLED illumination, thin thickness, light weight, large Angle, response time is short, the luminous efficiency higher characteristic, it is easier to achieve high PPI (pixel density), small volume, easy to carry, low power consumption, excellent properties, especially suitable for application in the helmet mounted display, stereo display lens and glasses display AR/VR display device.In other words, micro-oled can make people abandon their previous image of AR/VR display device with thick screen, make AR/VR technology more popular among people and drive greater product demand. 

From the perspective of national policy, micro-oled project is in line with national policy orientation.Under the background that the country leads the industrial transformation and upgrading with the supply-side structural reform, the new display industry is of great significance for improving China's information technology, material technology, equipment technology, system technology and national security. 

Micro-oled risks

As an emerging display technology, micro-oled certainly faces market and technical risks.At the market level, micro-oled faces the risk of competing with the dominant LCD or OLED display.Most AR/VR terminal consumer goods are designed based on LCD or OLED display, and micro-oled also needs to match the design scheme of AR/VR terminal consumer goods.In addition, how to popularize AR/VR terminal consumer goods with micro-oled, and whether consumers can accept micro-oled or not still need to wait and see according to the actual situation. 

In terms of technology, the overall design of OLED micro-display devices mainly includes silicon substrate, anode pixel structure, OLED structure, cathode structure, seal structure, color filter layer structure, protective layer structure and glass protection structure.Micro-OLED production process will affect its yield.How to maintain a high yield rate of micro-oled within a reasonable production cost, so that it can reach a mass production level, related technology companies need to conduct research. 

If micro-oled is successfully applied on AR/VR devices and can be mass produced, it will not only generate huge new business opportunities, but also further promote the expansion of AR/VR market.People's way of entertainment, work and even life will change dramatically with the popularization of AR/VR technology.