Micro LED is difficult to commercialize, Mini LED is given high hope

From traditional packaged LEDs to "small pitch", "Micro LED", and "Mini LED", the technical term of flooding has made the display market chaotic. Many people have figured out that Micro LEDs are not long before, and Mini LEDs are confused again. Is it a new technology route or a new business strategy? Is it a singular next-generation technology or a transition to Micro LED?

Micro LED is difficult to commercialize, Mini LED is given high hope

The topic of Micro LED has been extended from 2016 to the present, attracting the attention of all participants in the global industry. Various applications and various technical routes are in full swing. Some people regard Micro LED as a flip display. The star technology is also regarded as a speculation against the rise of OLED, even before the commercialization time is coming. But what is certain is that Micro LED has caught the attention of the industry. When the capital investment of OLED knocking and drumming, it opened up a new and imaginative technical route.

Micro LED is difficult to commercialize, Mini LED is given high hope

However, in the industry, Micro LED currently faces many challenges. It is well known that huge transfer technology is still to be broken, and the commercialization process is still unclear. Most manufacturers in Taiwan choose to use Mini LED as the starting point. Next year, on the large-size display and backlight, you will see the application of Mini LED. After the LED industry in the backlight market was eroded by mainland manufacturers, it is also optimistic that Mini LED will bring new growth opportunities, including Jingdian, Longda, Rongchuang, Hongqi, etc. by mobile phone, TV and large size display respectively. Billboards and other applications grab business opportunities.

The Mini LED is between the traditional LED and the Micro LED, so many existing processes and equipment can be used for existing manufacturers. In particular, the Mini LED technology with a flexible substrate to achieve a high-surface backlight form, will have the opportunity to be first introduced in mobile phones, televisions, car panels, and e-sports notebooks and other applications. Some people in the industry believe that Mini LEDs with a size of about 100 microns do not need to overcome the technical threshold of massive transfer. Mass production is feasible, and can be used as a large-size display, TV and mobile phone backlight, especially for smart phones. Import.

The layout of the big factory is now, only to win in the Micro LED

Recently, the LED driver IC factory has accumulated new products and delivered a good news. Mini LED will cut into the market with backlight module driver IC next year. It is expected that mass production will begin in the second half of next year. As for Micro LED, it is expected to be available in 2019. It will specialize in large displays that are currently good at. According to the accumulation, Mini LED products are expected to be matched with the backlight module driver IC to enter the market in the second half of next year. According to the company's analysis, since the Mini LED can greatly enhance HDR (Dynamic Development) compared to the current LCD screen, the future screen can even be displayed in sections to make the product more functional.

The legal person said that the accumulation now gradually reduces the basic LED driver IC market that has fallen into the Red Sea market and began to expand the niche-type driver IC market. Not only is the gross profit margin high, but the entry threshold is high, and it is difficult for opponents to enter in a short time. In addition, the car and Mini LED driver ICs began to focus on revenue, the gross profit margin will be expected to maintain a stable level of 30%, and even there is upside, profit will also have a significant increase.

The industry is optimistic about the Mini LED as an effective solution to the overall LED production capacity of the sea, Crystal said that with the increase in LED luminous efficiency, LED backlight demand and output value into saturation or decline, with a 5-inch mobile phone panel as an example, the current LED backlight The number is about 20~25. If you use Mini LED in the future, the demand for a mobile phone is about 9,000.

Li Bingjie, chairman of Jingdian, said earlier that although the price of blue LED is under pressure next year, it is optimistic about the digestive effect of Mini LED backlights. Since Mini LED will mainly use high-end wafer wafer production capacity, once it starts to penetrate, it will effectively solve the overcapacity. Doubt; Jingdian is an independent chip supplier. In order to sprint the Mini LED backlight, Li Bingjie has seen Peng Shuanglang, chairman of AUO, and set aside for the cooperation between Jingdian and the panel factory.

In addition, a number of LED operators have targeted new battlefields and will attack high-end niche markets in 2018. Through the cooperation of the Group Panel Factory, Ronda and Rongchuang have also invested in Mini LED development and design. In the first quarter of 2018, there will be opportunities to see new TV models with Mini LED backlight design. In 2017, Everlight gradually reduced the proportion of LED lighting and backlight applications, and planned to cut into the Mini LED supply business opportunities, and may also cooperate with panel manufacturers to supply related LED backlight applications. Guanglei has developed for the Mini LED application. In the future, the display application will adopt a high-end product self-made, mid-level product outsourcing production mode operation, and it is expected to have the opportunity to contribute revenue in 2018. AUO Chairman Peng Shuanglang said that AUO has been investing in the development of MiniLED for some time. The company is discussing with customers and suppliers how to apply MiniLED technology.

Apple downsizing the Micro LED team? I am afraid of affecting the application time of Micro LED

As the capacity of major manufacturers continues to open, Mini LED will also face price pressure. To this end, Jingdian is also prepared, next year will expand production by means of no additional machine, through the bottleneck, shortening the crystal clear TIme way is expected to increase capacity by 15% next year, the faster the development of Mini LED The pressure on the production capacity of Jingdian will be smaller.

However, in the midst of the market, the team that Apple developed the Micro LED has caused a downsizing to trigger industry discussions, which may affect the time course of the large application of Micro LED. From the action of Apple, it is not difficult to see the technical challenges faced by Micro LED, especially for small and medium size.

In fact, in addition to breaking through the technical bottleneck, the commercialization of Micro LED must break through a high wall, which is to compete with existing products in terms of cost.

In response to the research and development of the Micro LED panel, a Liard spokesperson said that Liard is currently conducting research and pre-research on Mini LED and Micro LED, and believes that these two products will not have an impact on the company's market. Although there are international companies investing in and launching samples, Liard said that the current industry is still unable to carry out mass production and is unable to deliver orders, so there will be no impact on Liard for the time being.

Nothing wrong, the development of technology is the ladder of human progress. In the face of the rapid development of high technology, international manufacturers are keeping pace with the times. At present, all manufacturers regard Mini LED as the outpost of Micro LED. It has been exerted in all aspects. In the future, the demand of LED industry in China will continue to grow. The huge market will undoubtedly inject a potent agent into the development of LED display industry. It is worth noting that the epitaxial capacity consumed by the Mini LED is the high-order epitaxial capacity in the LED factory. It is calculated by 5,000 MOCVDs worldwide. The high-end capacity is only 500 units, and only 200 units of Mini LED can be produced. Therefore, if the Mini LED backlight can pull up the penetration rate, it will be like the LED enters the backlight market in the early days, and will double in the next year. As for who can get business opportunities in this outpost? The future is bound to be very lively.

At present, the Mini LED design scheme is divided into full-color RGB mixed light or white light. The former can achieve 100% NTSC high color gamut display, while the white light Mini LED with blue LED and phosphor can achieve 80-90% NTSC display effect. As the wind vane of the industry, Guangzhou International Lighting Exhibition shows the future development of the industry through the phenomenon. Through the exhibition, we can easily see the changing trend of the entire industrial structure, which also points out the development direction for lighting companies and pursues market demand. On June 9-12, 2018, Guangzhou International Lighting Exhibition (GILE) will be held again at the China Import and Export Fair Complex in Guangzhou. It is expected that the terminal products will be unveiled at the 2018 exhibition.

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