According to TrendForce Tibco statistics, thanks to the synchronous promotion of the Chinese and U.S. car manufacturers, the 2022 car Mini LED-backlit display shipments of about 140,000 pieces, can be described as the first year of Mini LED-backlit display in automotive display applications. In 2023 European and U.S. car manufacturers have gradually spread the application of Mini LED-backlit display to more of their cars, the estimated shipments can reach 450,000 pieces, to 2024 will be a significant increase in shipments of automotive Mini LED-backlit display. As Mini LED backlit displays are becoming more mature, car makers with a later layout will start to adopt Mini LED backlit displays in 2024, which will significantly boost shipments to nearly 1 million pieces.
TrendForce indicates that Mini LED backlit displays are of interest to car manufacturers for four reasons. One, with Mini LED multi-partition backlight can significantly increase the brightness of the display up to 1000 nits or more, can reduce the display in the face of outdoor such as snow, sun and other environmental glare into the car interior, resulting in low display effect and driving safety risks; Second, the use of Mini LED backlight direct down type backlight, where the Mini LED can be made with the screen light and dark corresponding to the opening or closing action, compared to the traditional side entry backlight needs to be opened from time to time, can reduce Compared to the traditional side-entry backlight, which needs to be turned on all the time, the power consumption can be reduced by about 10%, which is in line with the demand for energy saving of car manufacturers; Third, the car display is gradually integrated towards large size, Mini LED straight down backlight can meet the display size increase and have high curved display effect at the same time, compared to the traditional side-entry backlight, the optical performance of high curved surface is better, which is suitable for the application of different car display size design; Fourth, Mini LED still continues the excellent tradition of high reliability of LED, which is the first choice of car manufacturers for new display. It has become the first choice for new display adoption by car manufacturers.
Therefore, Mini LED backlit displays are better than traditional side-entry backlit displays in terms of overall brightness, contrast, power consumption, and curved display, as well as higher reliability, compared to OLEDs, Mini LED backlit displays are priced between traditional side-entry backlit displays and OLEDs, Mini LED backlit displays will have a high cost-performance advantage, which can significantly enhance the willingness of car manufacturers to adopt Mini LED backlit displays.
In terms of adoption, Chinese automakers Nio and Roewe will be the first to use Mini LED backlit displays in 2022 for their instrument panels, which are particularly important for display effects, followed by the control panel for the center display and control of audio and video and air conditioning. In the Mini LED backlight module automotive supply chain, Chinese car manufacturers are using such as BOE panels to form automotive display modules, as well as European and American car manufacturers, mainly AUO, Grouptron panels, with their own automotive display modules, whether with Chinese and European and American automotive display modules are completed, are delivered to Tier1 such as Bosch (Bosch), Qun Fengjun (CarUX) and other manufacturers to do system integration, and then finally handed over to car manufacturers for assembly in the car.