What does the explosive "metaverse" bring to LED companies?

2021-11-04

If you ask what is the popular concept at the moment, "metaverse" definitely ranks high. At present, technology giants including Microsoft, Facebook, Tencent, and Bytedance have laid out their plans.


What is the metaverse? What is its charm?

metaverse: Eight Key Features and Six Technical Pillars

Although the concept of "metaverse" has become popular recently, its origin can be traced back to the novel "Avalanche" published by science fiction master Neil Stephenson in 1992.

"Avalanche" describes the "metaverse" like this: "put on headphones and eyepieces, find the connection terminal, you can enter the virtual space simulated by the computer and parallel to the real world in the form of a virtual clone."

Until this year, with the intervention of capital and the promotion of major technology companies, "metaverse" has successfully entered the public eye and has become one of the hottest elements at the moment.

It is worth noting that the meta-universe is in the early stage of development, and there is no perfect definition yet. Roblox's description of the characteristics of the meta-universe has received many recognitions.

It is understood that in March of this year, Roblox, a game production platform known as the "metaverse First Share", was officially listed. In its prospectus, Roblox mentioned eight key features of Metaverse:

Identity: Freely create an "incarnation" in the virtual world and start a second life.

Friends: Cross the space and socialize in the virtual world.

Immersion: Use VR/AR and other equipment to enhance the sense of immersion, and you can engage in activities such as entertainment, work, study, and fitness.

Low latency: The cloud platform reduces the latency between servers in various places and eliminates the sense of distortion.

Diversity: The virtual world has freedom and diversity beyond reality, and can realize non-realistic pursuits, such as flying and teleportation.

Anywhere: Not restricted by location, you can enter and exit the virtual world at any time across terminals.

Economic system: virtual currency can be used for transactions in the virtual world, and virtual currency can be exchanged with real currency.

Civilization: When the virtual world becomes more prosperous and the number of users and content richness reach a certain level, the virtual world will evolve into another civilized society.

In terms of technology, the book "metaverse Token" mentions that metaverse has six supporting technologies.

As communication technology enters the 5G/6G era, the development of network and computing technology, AI technology, electronic game technology, interactive technology and other technologies makes it no longer impossible to build a holographic digital world parallel to the traditional physical world. The blockchain technology ensures that Metaverse has a stable, efficient, and transparent economic system through smart contracts, a decentralized clearing and settlement platform, and a value transfer mechanism.

metaverse has been recognized by the investment community as a grand and promising investment theme, and has become the territory of digital world innovation and industrial chain innovation. So, what development opportunities can the LED industry find?

Under the meta-universe, the power point of LED enterprises

Metaverse is a master of the continuous development of multiple technologies, and different technologies play different roles in them. Among them, interactive technology can be said to be a temperature-based link between virtual and reality in the meta-universe architecture.
On the one hand, VR, AR, MR, and holographic projection technology can help us get rid of the shackles of space, and it is the entry-level terminal for humans to dock with the meta-universe;

On the other hand, the ever-deepening perception and interaction technologies such as brain-computer interaction and sensor technology provide meta-universe users with a more realistic and effective somatosensory and a deeper immersive experience.

The interactive technology is the key point of the LED industry in the meta-universe concept. VR, AR, MR, holographic projection technology, brain-computer interaction, sensor technology, etc. will all become development opportunities for LED companies.

We know that the simultaneous satisfaction of the five senses is a prerequisite for improving immersion. Among them, vision, as the most intuitive way to explore the world, is the main starting point of imagination. The screen, as the carrier of vision in the meta-universe, has received increasing attention.

Currently, mainstream display technologies include LCD, OLED, and Mini/Micro LED. Each of the three technologies has advantages, disadvantages and scope of application.

Among them, MiniLED backlight technology retains the advantages of LCD, but also incorporates some of the characteristics of OLED, which has the advantages of energy saving, light and thin, wide color gamut, high contrast, and fine dynamic partitioning. In addition to displays and tablet computers, VR devices are also one of the key application areas of this technology.

Although Micro LED does not have an advantage in cost in the short term, it has greater potential in resolution than LCD and OLED. High resolution is indispensable for near-eye display devices. Therefore, Micro LED has also become AR/VR. /MR equipment display technology is a strong competitor.

AR/VR welcomes the outbreak, LED companies take advantage of the east wind

LEDinside, the Optoelectronics Research Division of TrendForce Consulting, believes that the epidemic has changed people’s life and work conditions, accelerated companies’ willingness to invest in digital transformation, and tried to introduce new technologies, resulting in new forms of AR/ The adoption rate of VR applications has also increased.

On the other hand, in addition to game applications, various remote interactive functions brought by virtual communities will also become important applications for manufacturers to develop the AR/VR market. Therefore, with the adoption of low-cost strategies for hardware and increased acceptance of application scenarios, the AR/VR market will see a significant expansion in 2022, and it will prompt the market to pursue more realistic AR/VR effects.

At present, AR/VR has become a key area for LED companies.