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|2024 03 04 Mini RGB COB/2023 COB Mini RGB COB 2023 COB COB P0.93 P1.25 P1.56 SMD LED P2.5 COB 2.5 14.4%7.8pct Q1/Q2 8.3%10.7%PCB IC 2023 COB P1.2 P1.5 SMD P0.9 SMD COB COB P1.2 P0.9 COB COB SMD P1.2 C Mini RGB LG MLED MiniLED MiniLED LCD OLED MiniLED LED COB COB LED ODM Vizio 22EPS 23EPS 23PE PB 002429.SZ 24.8 0.25 0.36 15.0 1.7%86 1.7 1665.9 2.2 1551.8 2.3%1m 6m 12m 10.7-9.7-19.6 0.7-3.0-5.3 1 MiniLED 2023-11-22 2 Vizio 2024-02-27 3 2023Q4+MiniLED 2024-01-30 S1090522010003 S1090522120001 S1090523070001-40-30-20-10010Mar/23 Jun/23 Oct/23 Feb/24(%)家电 沪深300 2 MiniLED.4 MiniLED.6 1 MiniLED.6 2 COB.9 3+toC.13 COB toC.15 1.15 2 C.17 3.18.20.20 1.4 2 2023 MiniLED.5 3 2023 MiniLED OLED.5 4 2023Q2 LED COB 10%.6 5 LED.7 6.8 7 COB LCD.9 8 LED%.9 9 2022%.9 10 COB.10 11 P1.2 LED COB SMD.10 12 2023 COB%.10 13 MiniLED.11 14.12 15.12 16 2022.14 WUDWwPqNtQqRoQsRrMsNnM8O9RbRmOpPpNnRlOoOtQlOnNtM8OmMyQNZrMpPMYpPpM 3 17 2023 Q1-Q3.14 18 LED.17 19.17 1 Mini LED.5 2 LED.8 3 Mini/Micro LED.13 4 COB.13 5 MiniRGB.16 6 LED.16 7 LED 2K 4K.18 8.18 9.19 10.19 4 MiniLED 40 CRT PDP LCD OLED Mini/Micro LED 1 2013-2017 2017-2019 2020 2 2021 TCL 1 TCL LED(Ga)(As)(P)(N)MiniLED MiniLED MiniLED Mini LED MiniLED IC LED LCD 2023 Mini LED Mini LED Mini RGB Mini LED RGB 110 LED LED Mini LED Micro LED MiniLED 50-200 m LED Micro LED P1.0 P2.0 P2.5 5 1 Mini LED LCD LCD LCD LED RGB LED MiniLED MiniLED OLED MiniLED miniLED Mini TCL 2022 1500 7.4%OLED 690 MiniLED 340 34 80 吋+420 8K 47 MicroLED 2023 MiniLED OLED 1 2023 MiniLED/5.4pct/1.8pct 9.8%/2.9%OLED 0.3%OLED 2 2023 OLED 540 20%Omdia 2023 MiniLED 600 OLED 2 2023 MiniLED 3 2023 MiniLED OLED Omdia MiniLED COB 10%COB BOE MiniRGB MiniLED MiniLED 1 2023 LED 207.10.2%0.7%1.1%2.3%2.9%0.8%0.7%0.6%0.3%0.3%0.3%0.4%0.3%0.4%0.4%0.0%0.5%1.0%1.5%2.0%2.5%3.0%3.5%2021A 2022H 2022A 2023H 2023AMiniLED电视 渗透 率 OLED电视渗透率 激光电视渗透率0.7%1.7%2.9%3.0%3.4%2.7%0.1%0.2%0.2%0.0%0.5%1.0%1.5%2.0%2.5%3.0%3.5%4.0%2021A 2022A 2023EMiniLED 电视渗透 率 OLED 电视渗透率 激光电视渗透率 6 13.6%139.5 25.1%COB 17.2%150%LED 25%2 2023 COB P1.2 COB LED COB 2023Q4 3.72/30%+2022Q1 45%COB P1.2 COB 2028 COB LED P2.5 30%4 2023Q2 LED COB 10%MiniLED 1 MiniLED MiniLED Mini RGB Mini LED RGB 110 LED LED Mini LED Micro LED Mini LED 50-200 m LED Micro LED P1.0 P2.0 LED/P Pitch P1.2 1.2mm MiniLED MicroLED P1.0 MicroLED P1.0P2.0 MiniLED P2.0 7.0%8.3%10.7%14.4%0%20%40%60%80%100%2023A 2023Q1 2023Q2 2023Q3SMD+IMD COB 7 5 LED LED SMD IMD COB MIP SMD IMD COB MIP SMD Surface Mounted Devices RGB LED SMT Surface Mounted Technology SMD CHIP TOP CHIP IMD Integrated Matrix Device SMD IMD RGB LED 12 LED SMT COB Chip On Board MIP MiniLED/MicroLED in Package MiniLED MIP MiniLED/MicroLED in Package MicroLED RGB 8 2 LED SMD(Surface Mounted Device)RGB LED SMD SMD SMD CHIP TOP IMD(Integrated Matrix Device)12 LED LED MIP(Mini LED)MiniLED BT CHIP MIP MIP(LED)MicroLED COB(Chip On Board)LED LED SMD LED COB 1 COB 1.0mm 2 SMD 5 3 4 5 PCB 6 6 COB LED LED 400-500 to G XR/VR 3D To B TV To C 55%COB LCD LED 9 7 COB LCD LED 2023 LED 71 2023 LED 420 8%2019 70%11%2023 33.6 LED 47.3%P1.0 3.3 2028 33 CAGR 40%P1.7 2022 P1.7 75%P1.6 50%P1.4 34%8 LED%9 2022%2 COB 2023 COB SMD IMD COB P0.93 P1.25 P1.56 1.5%9.8%11.5%31.9%45.3%15.2%29.0%19.4%27.7%8.7%0.0%10.0%20.0%30.0%40.0%50.0%P1.0 以下P1.1-1.4 P1.5-1.6 P1.7-2.0 P2.1-2.5销量占比(%)销额占比(%)10 SMD LED P2.5 COB 2.5 14.4%7.8pct Q1/Q2 8.3%10.7%10 COB 2023 COB P1.2 2022 2+2023 1.11.3 2023 9 COB SMD CHIP 1/SMD TOP 8000/COB SMD SMD P1.2 P1.5 COB 2023 P1.1P1.4 P1.25 P1.5P1.6 P1.56 COB 6.48%1.85%COB P1.1P1.4 P1.25 P1.5P1.6 P1.56 P2.5 2.0pct 3.6pct 11 P1.2 LED COB SMD 12 2023 COB%7.0%8.3%10.7%14.4%0%20%40%60%80%100%2023A 2023Q1 2023Q2 2023Q3SMD+IMD COB13.2%43.0%20.9%10.3%2.0%0.3%0%20%40%60%80%100%COB SMD（含IMD）11 COB COB SMD IMD SMT SMT 2022 COB 2023 6 60%98%PPM 2023 COB PCB IC 2023 MiniLED PCB IC 2023 MiniLED R+G+B 10 2022 15 2019 45 2019-2023 80%33%04*08mil 03*06mil 40%25%/PCB 13 MiniLED 12 14 LED 2/3/4/6/8 2/3/4/6/8 IC 2023 04*08mil 03*06mil 02*06mil 02*04mil 2023 7 15 500 Mini/Micro LED 4x4 4x4 LED 4 RGBG LED 12 RGB LED 4 RGB LED LED LED 4 RGBG LED 40%12 RGB LED 50%4 RGB LED 30%15 13 3 Mini/Micro LED 78/K Mini Micro 2 mil*4 mil 5 mil*8 mil 20%1 mil*2 mil 5 mil*8 mil 5%QD+QD 40%PCB PCB PCB AOI 30%COB 15 COB TOP3 70.8%TOP3 COB TOP3 34.5%TOP3 18 COB LED LED LED/Mini/MicroCOB 4 COB COB 1700 COB 23 7 600 100 1 P1.25 2024 3 P0.62/0.78/0.93/1.25/1.56/1.87 2023 105/4 吋 COB 5 90 COB 3000 2023 7 11 6.89 5.4 COB 2.86/COB 7.2/2018 P0.7 COB P0.4-P1.8 COB Mip LED 2024 10000/COB LED-MLED MLED MLED 2022 11%LED 2020 11 2021 9 P0.9 COG AM MiniLED COB P0.9-P1.5 LED COB 3000KK COB 30%MiP COB UMini P0.4 P0.6 P0.7 P0.9 P1.1 P1.2 P1.5 P1.8 3+toC LED 14 G B LED C 16 2022 LED 2022 LED TOP3 COB P1.2 P0.9 LED LED 2023 LED 26%COB&B/G MiniRGB C MiniRGB C MiniLED 17 2023 Q1-Q3 15 G B+C G B COB IC PCB P1.5 COB P1.25 2023 34 1.11.3 COB 1 COB COB P1.2P1.5 SMD P0.9 G SMD 2023 COB P1.2 P1.5 2022 30pct 10pct 50%10%2 COB P1.5 2023 P1.1-P1.4 P1.25 P1.5-P1.6 P1.56 P2.5 2.0pct/3.6pct 11.0%/13.7%3 B C G B C C LED P1.5 B C COB toC 1 2024 Mini RGB 2020 12 The Wall The Wall C 110 4K UHD 120%HDR10+2000 2023 4 11 89 101 LG MLED 2021 2022 MLED 2023 COB 2024 MLED 16 5 MiniRGB/LEDPLAY 108 2022 29.9 LEDPLAY 110 2021 12 38.9 LEDPLAY 135 2022 49.9 LEDPLAY 138 2021 9 66.9 LEDPLAY 163/8K 2022 7 77.9/168 Smart Wall 118-236 2019 10 888 TheWall 110 2020 12 105 TheWall 89 2022 12 75 TheWall 101 2023 11 MicroLED 163 2022 2 Vision Hub 100 2023 11 LG MAGNIT 136 2022 10 219.9 LG MAGNIT 118 2023 9 173.7 Crystal LED 136/182/219 2019 256/365/500 B/C P1.56/P1.26 2021 1 BR/CR P1.59/P1.27 2023 1 MicroLED 108 2021 6 88 MicroLED 135 2021 6 98 MicroLED 162 2021 6 92 MicroLED 8K 216 2021 6 300 Mini/Micro RGB MiniLED RGB LED OLED Mini/Micro RGB LCD Mini/Micro RGB LCD OLED Mini/Micro RGB 6 LED LCD MINILED OLED MLED LED LED(nits)()300 TV 2 10%TV 1.5-2%LED 10 4K 17 18 LED 2 C LED LED COB RGB LED/SMD 19 IC 2K 4K 4K 8K 18 LED MiniRGB 7 LED 2K 4K RGBG 600*337.5 81”108”136”162”191”218”245”272”2K P0.9375 P1.25 P1.5625 P1.875 P2.1875 P2.5 P2.8125 P3.125 1.62 2.16 2.70 3.24 3.78 4.33 4.87 5.41 4K P0.4688 P0.625 P0.7813 P0.9375 P1.0938 P1.25 P1.4063 P1.5625 0.81 1.08 1.35 1.62 1.89 2.16 2.43 2.70(M)1.8*1.01 2.4*1.35 3.0*1.69 3.6*2.03 4.2*2.36 4.8*2.7 5.4*3.04 6.0*3.38()1.82 3.24 5.07 7.31 9.91 12.96 16.42 20.28 D=/tan(1/60/2)=*1718(mm)*1700(mm)3 MLED IC COB 1 1/60 Visual Threshold 1 8 2 2.5 3 3.5 4 0.58 0.73 0.87 1.02 1.16 LED 19/1 24 Human Anatomy&Phsiology 11 60 55 2/2.53 2.5 16:9 3 1.3 2 104201 9 2 2.5 3 3.5 4+129.90 162.38 194.86 227.33 250.00 230.94 288.68 346.41 404.15 444.44 104 130 156 183 201 Human Anatomy&Phsiology 11 1 4K 2K+2 P0.6 4K 8K COB C 3 OLED LCD LCD MiniLED MiniLED 4K 156 P0.9 20.3 3 209 P1.2 13.3 1.2 10 2 2.5 3 3.5 4+130 162 195 227 250 231 289 346 404 444 104 130 156 183 209 3.0 4.7 6.8 9.2 11.1 Pitch mm 2K 1080P+0.90 1.13 1.35 1.58 1.74 4K 2K+0.60 0.75 0.90 1.05 1.16 8K 4K+0.30 0.38 0.45 0.53 0.58 20 1 MiniLED COB COB 10000 P1.25 COB 2 7 100 4 吋 20%30%&3 TCL MiniLED 4 ODM 1100 Roku TV 1 LED 2 Mip COB Mip Mip 3 COB LCD 15 LED 3-5 4 COB 21 6-12 A 300 500 20%5-20%5%5%
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