In order to counter the Korean dominance of OLED display, and also to find new growth points for LED, many mainland and Taiwan LED chips, packaging, panel, downstream applications and control IC manufacturers actively develop Mini LED related products, in order to fill OLED panels. Insufficient supply and resolution of the problem that Micro LED has not been commercialized.
The High-tech Research Institute LED Research Institute (GGII) expects the application market size of Mini LED to reach 500 million yuan in 2018. The backlight of mobile phones will be the leader of the application of Mini LED. As the cost decreases, the Mini LED will gradually show and display. Large size backlight penetration.
As a new generation of display technology, Mini LED has made breakthroughs under the impetus of all parties. With the deepening of R&D investment, many companies have successively launched Mini LED related samples, and many listed companies have indicated that they have the capacity to produce. This article has sorted out the layout of 21 domestic companies in the Mini LED. From its dynamic point of view, the Mini LED is expected to usher in a round of explosive growth in the second half of this year.
Sanan: Mini LED production capacity is packaged by Samsung
According to industry sources, Samsung Electronics has almost ordered the full capacity of China's LED epitaxial wafer and chip manufacturer Sanan Optoelectronics' Xiamen MiniLED to ensure that it will launch a large-size high-end LCD TV backlight chip in the third quarter of 2018.
Huacan: Mini LED Q1 has been shipped in bulk
In terms of Mini LED, Huacan Optoelectronics has achieved mass production. Yu Xinhua, chairman of Huacan Optoelectronics, said that Huacan Optoelectronic Mini LED products have been shipped in batches in the first quarter of 2018, with monthly revenues of several million yuan, and customers mainly for overseas customers.
Dry Photoelectric: already made sample layout
In the investor relations event, Ganzhao Optoelectronics said that the research institute of the future will mainly study the Mini LED Display Screen, Mini LED backlight and Micro LED display, and has already made the sample layout. It is predicted that there will be applications for Mini TV or mobile phone backlighting by the end of this year, but the specific volume may be next year.
Jingdian: Mini LED is expected to ship a small amount of Q4
Recently, Jingdian said that Mini LED is expected to ship in small quantities in the fourth quarter of this year. It is estimated that the revenue in 2020 will reach 30% to 40%. At least one mobile phone customer of its Mini LED products, and an international display manufacturer will also produce a large display of more than 100 inches, which will use Mini LED and 27-inch e-sports display screen. In addition, many mobile phone factories are also inquiring.
In addition, in the second half of 2018, Epistar will conduct small-scale trial production of Mini LED chips for smart phones, tablets, LCD monitors and RGB 3-in-1 fine pixel-pitch display backlight products, and plans to start volume in 2019. Production.
Zhaochi shares: Mini LED can be mass produced
Zhaochi believes that Mini LED and Micro LED are the development direction of future display technology. The company has begun to layout, and continues to track Micro LED including chip, package and huge transfer technology, while focusing on Mini LED, and cooperation with well-known domestic mobile phone manufacturers. It is already in mass production.
Guoxing: Mini LED backlight production in the second half of the year
Guoxing Optoelectronics recently responded to investors' questions on the interactive platform, saying that the company is developing Mini LED backlights, accelerating cooperation with international manufacturers to develop backlight applications of various sizes such as mobile phones and TVs. It is expected to achieve mass production in the second half of the year; Mini LED display In respect, the P0.9 product has been sampled by several display customers in small batches and officially mass-produced in June.
Jingtai Shares: Initially capable of mass production
Jingtai has made breakthroughs in the product's straight-through rate, large-size display panel and surface treatment for solving color block problems, and has systematically laid out patents.
Gong Wen, chairman of Jingtai Co., said that Jingtai has made MiniLED/Micro LED an important development direction and has done more than two years of research work in this field. At present, it has successfully overcome the shortcomings and technical difficulties of COB packaging, and has initially achieved mass production capabilities.
Ruifeng: Mini LED products are in the process of establishing a production line
Ruifeng Optoelectronics said in the latest investor relations event that the company exhibited a 55-inch Mini LED TV at the 2018 Shanghai International New Display Technology Exhibition. The product won the 2018 Innovation Display Product Award. It can be said that the company Mini LED backlight product technology has been in the leading position in the industry.
According to Ruifeng Optoelectronics, in addition to the large-size backlight of the TV, the company's Mini LED backlight technology is also used in the development of MLED small-sized backlight surface light source products and very small pitch M-DISPLAY products, and has made substantial progress.
At the same time, the company also said that the company's Mini LED small-size backlight products have completed the acceptance of samples and mass production processes, with a sample production capacity of 3K pieces per month, and are now preparing a fully automated production line.
Ronda: It is expected to start small shipments in the second half of the year.
Ronda said that the second quarter of the backlight business is actively sprinting Mini LED (sub-millimeter light-emitting diode) technology, currently in the sample delivery, is expected to start small shipments in the second half
Billion Light: Expected Mini LED product Q4 shipment
In terms of Mini LED, Yiguang Chairman Ye Yufu said that he is continuing to submit samples. It is expected that the company will start shipping Mini LED related products in the fourth quarter, mainly for automotive and handheld devices.
Hong Qi: Mobile phone with Mini LED certification
About Mini LED, the four Mini LEDs developed by Hongqi are combined into a Mini COB package that can be applied to the LED screen of cinemas. At present, delivery has begun, and Mini LEDs for mobile phones are in certification.
Dongbei: Mini LED has completed sample delivery certification
Dongbei said that Mini LED will play the key role of Dongbei's revenue and profit growth. The first-line manufacturers have completed the sample verification, and with the arrival of the electronic traditional peak season, the shipment forecast will grow significantly. The company is watching the operation in the second half of the year.
Liard: Small LED product development stage
In the latest investor relations event, Liard said that the small spacing is still in the high growth stage of the industry, and the Mini LED products are in the small batch development stage.
Zhou Ming: P0.9 products already have orders and shipped
On July 6th, Chau Ming Technology said on the interactive platform that in terms of Mini LED, the company's P0.9 products already have orders and have been shipped.
Lianjian Optoelectronics: Mini LED screen is expected to be mass-produced in July
According to Lianjian Optoelectronics R&D engineers, the Mini LED display is expected to begin mass production in July 2018. At present, major customers have paid close attention to it and have generated intention orders.
Alto Electronics: Released Mini LED Display System
On June 6th of this year, "nfoComm USA 2018", Alto Electronics officially released the "Mini LED commercial display system." Alto's ultra-high-definition Mini LED commercial display system is highly market-oriented: one-time solution for small-pitch LED commercial display installation and maintenance slow, equipment and operation is the two biggest customer consumption pain points.
BOE: has displayed Mini LED display products
On the international display week, BOE displayed cutting-edge technologies and products such as QLED (quantum dot) and Mini LED display, as well as many innovative applications and products such as curved triple-panel display instrument and BOE painting.
Shen Tianma: Actively deploying Mini LED technology
Shen Tianma said on the interactive platform that the company has actively deployed Mini LED technology. At the SID annual exhibition in May this year, the company launched the world's first LTPS small-size HDR LCD display 6.5-inch WQHD, using the new Mini LED technology, and won SID show "Best in Show" award.
AUO: Mini LED game display panel will be released at the end of the year
According to Michael Tsai, president of AU Optronics, the company has begun to provide customers with samples of mini LED-backlit LCD panels for gaming displays for customer verification. Commercial shipments of such panels may be from 2018 The fourth quarter begins.
Cai Guoxin pointed out that AUO hopes that its own mini LED panel can also be used to make gaming laptops, smart phones and VR headsets.
Innolux: Mini LED application is expected to be launched at the end of the year
Ding Jinglong, executive vice president of Innolux, said that the Mini LED public display (PID) splicing application is expected to be launched by the end of this year. The large-size TV application is expected to be launched in the second quarter of the year (2019), and a series of other product lines are being actively reviewed. Another vehicle product is expected to be launched in 2020 due to its long certification period.
Accumulation: Mini LED module mass production next year Q1
The LED driver IC factory accumulates in the Mini LED R&D and uploads a good report. The accumulation indicates that the second-generation Mini LED box module yield has been greatly improved, and it is confident that it will enter mass production in the first quarter of next year. Legalists are optimistic about the accumulation of products next year, with Mini LED products into the mobile phone, TV, large display and other markets.
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