The hottest miniled hits the world's largest manuf

Mini LED has impacted the layout of international major manufacturers dominated by new display technology. At present,

from traditional packaged led to "small spacing", "micro led" and "mini led", the proliferation of technical terms has made the display market chaotic. Many people understand that micro LED did not take long, and mini led was confused again. Is this a new technical route or a new business strategy? Is it a unique next-generation technology, or a transitional technology to micro led

micro LED is difficult to commercialize, and mini LED is highly expected.

the topic of micro LED has been burning since 2016, attracting the attention of participants in all links of the global industry. Various applications and technical routes are developing in full swing. Some people regard micro LED as a star technology that overturns the display pattern, while others regard it as a topic hype that resists the rise of OLED, Even before the time point of commercialization comes, it is difficult to reach a conclusion. But it is certain that micro LED has caught the eye of the industry and opened a new and imaginative technology route when OLED capital investment

however, in the industry, micro led currently faces most problems. It is well known that the massive transfer technology still needs to be broken through, and the commercialization process is still unclear. Most manufacturers in Taiwan will choose Mini LED as their starting point by 2020. Next year, they will see the application of mini led in large-scale displays and backlights. After being eroded by mainland manufacturers in the backlight market, Taiwan's LED army is also optimistic that mini LED will bring new growth opportunities, including Jingdian, Lunda, rongchuang, Hongqi and other applications, such as TV and large-size display billboards, to seize business opportunities

mini LED is between traditional LED and micro led, so for existing manufacturers, many existing processes and equipment can be used continuously. In particular, the combination of mini LED technology with soft substrate to achieve the form of high curved backlight will have the opportunity to take the lead in many applications, such as, TV, car panel, and E-sports laptop. Some people in the industry believe that the mini led with a size of about 100 microns does not need to overcome the technical threshold of large-scale transfer, and mass production is feasible. It can be used as large-scale display screen, TV and backlight applications, especially intelligence is expected to be introduced first

at present, the layout of large manufacturers is only to win in micro led

recently, LED driven IC factories have accumulated new products and reported good news. Mini LED will first enter the market with backlight module driven IC next year, and it is expected to start mass production and shipment in the second half of next year. As for micro led, it is also expected to be introduced in 2019, and it will focus on the large-scale display screen at present. Juji said that mini LED products are expected to enter the market with backlight module driven IC in the second half of next year. According to the company's analysis, since the mini LED can significantly improve HDR (dynamic development) compared with the current LCD screen, the future screen can even display in sections, making the product more functional

the legal person said that the accumulation is now gradually reducing the basic L that falls into the Red Sea market. The reason is that the average temperature is too high or the water temperature is too high due to long-term continuous work. Starting to expand the niche driven IC market, not only the gross profit rate is high, but also the entry threshold is high, and it is difficult for competitors to enter in a short time. Next year, the car and miniled driven IC will start to inject revenue, and the gross profit rate is expected to remain stable at the 30% level, There is even room for improvement, and there will be opportunities for profits to increase significantly at that time

the industry is optimistic about Mini led. In order to effectively solve the problem of reducing the overall LED production capacity, by vigorously implementing the innovation driven development strategy, Jingdian pointed out that with the improvement of LED luminous efficiency, the demand and output value of LED backlight have entered saturation or recession. Taking the 5-inch panel as an example, the current number of LED backlights is about 20-25, and if Mini LED is used in the future, the demand for one is about 9000

Li Bingjie, chairman of crystal power, previously said that although the price of blue LED is under pressure next year, he is optimistic about the digestion effect of mini LED backlight on production capacity. Since Mini LED will mainly use high-level Lei wafer production capacity, once it begins to penetrate, it will effectively solve the doubts of overcapacity; As an independent chip supplier, in order to sprint the mini LED backlight, Li Bingjie has met Peng Shuanglang, chairman of Youda, and reserved the foreshadowing for the cooperation between Jingdian and the panel factory

in addition, many LED manufacturers have targeted emerging battlefields and will rush to attack high-level niche markets in 2018. Through the cooperation of the panel factory of the group, Lunda, rongchuang and others have also invested in the development and design of mini led. In the first quarter of 2018, we will have the opportunity to see the launch of new TV models with mini LED backlight design. In 2017, Yiguang gradually reduced the proportion of LED lighting and backlight applications, intended to enter into the supply business opportunities of mini led, and may also cooperate with panel manufacturers to supply relevant LED backlight applications. Guanglei has developed Mini LED applications. In the future, display applications will operate in the mode of high-level product self-made and medium-level product outsourcing production. It is expected that it will have the opportunity to contribute revenue in 2018. Peng Shuanglang, chairman of Youda, said that Youda has been investing in the research and development of miniled for some time, and the company is discussing with customers and suppliers how to apply miniled technology

Apple downsizing micro led team? Fear of affecting the application schedule of micro led

with the continuous production capacity of major manufacturers, mini LED will also face price pressure. To this end, Jingdian is also prepared to expand its production without increasing the number of machines next year. It is expected to increase the production capacity by 15% by the middle of next year by removing bottlenecks and shortening the epitaxial cycle time. The faster the development of mini led, the less pressure on the production capacity of Jingdian will be. However, in the heat of the market, the downsizing of Apple's Micro led research and development team triggered discussion in the industry, which may affect the time schedule of a large number of micro LED applications. From Apple's actions, it is not difficult to see the technical challenges faced by micro LEDs, especially the difficulty of applying them to small and medium-sized ones

in fact, in addition to breaking through the technical bottleneck, the commercialization of micro led must also break through a high wall, that is, it must be able to compete with existing products in terms of cost. With regard to the research and development of micro LED panels, the spokesman of Riad once said that at present, Riad is also conducting research and pre research on mini led and micro led, and believes that these two products will not have an impact on the market of enterprises at present. Although international companies have invested and launched samples, Riad said that the current industry is unable to carry out mass production, let alone deliver orders, so it will not have any impact on Riad for the time being

it is understandable that the maximum experimental power of technology is the ladder of human progress. In the face of the rapid development of high technology, international manufacturers are keeping up with the pace of the times. At present, all manufacturers regard Mini LED as the outpost of micro led, and have made efforts in all aspects. In the future, the demand of China's LED industry will continue to grow. The huge market undoubtedly injects a strong impetus into the development of LED display industry. It is worth noting that the epitaxial capacity consumed by mini LED is the high-order epitaxial capacity of LED factories. Calculated by 5000 MOCVD worldwide, the high-order capacity is only 500, and the capacity to make Mini LED is only 200. Therefore, if the mini LED backlight can increase the penetration rate, it will double the growth the next year, just as in the early days when LED entered the backlight market. 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 Mini led through blue LED and phosphor can achieve%ntsc display effect. As the vane of the industry, Guangzhou International Lighting exhibition shows the trend of future industrial development through the phenomenon. Through the exhibition, it is not difficult for us to see the changing trend of the whole industrial pattern, which also points out the development direction for lighting enterprises and pursues market demand. From June 9 to 12, 2018, Guangzhou International Lighting Exhibition (hereinafter referred to as Gile, click to get more information) will be held in Guangzhou China Import and export commodities trading exhibition hall again. It is expected that terminal products will appear at the 2018 exhibition