In recent years, there have been two distinct trends in the new pattern of the global LED chip industry:
The first trend is the shift in capacity to mainland China. With the technology gap between domestic technology and international big manufacturers getting smaller and smaller, due to factors such as production costs, coupled with the active promotion of domestic policies, foreign companies are slowing down the pace of expansion, and even some companies are gradually shrinking capacity, domestic LED Chip production capacity is increasing.
The second trend is the increasing concentration of LED chip manufacturing industry. LED industry technology, scale advantage is very important, product prices will continue to decline, penetration rate continues to increase, the cost of direct materials has been very limited, mainly relying on technological advances and scale advantages to drive down costs, thereby offsetting the decline in product prices and stable gross margin.
At this stage, the important manifestation of the technology that can be clearly seen is in the application fields of new applications, such as MiniLED and MicroLED. In the view of Ke Zhijie, executive director of the Institute of Future Display of the Future of Optoelectronics, "MicroLED can be regarded as a combination of the semiconductor industry and the display industry. There are different technical requirements for process precision and process integration. Even MiniLED has been It belongs to the category of integrated packaging. Therefore, from the technical point of view, MicroLED must be an industrial upgrade; in addition, the display market has a scale of nearly one trillion US dollars, and will become larger and larger, and will reach the point of ubiquitous display in the future. The lighting market is only a hundred billion dollars, the difference between the two is nearly one order of magnitude. So from a market perspective, MicroLED is also an industrial upgrade."
Industrial upgrading will inevitably bring changes to the original industry order. To some extent, the development of Mini LED/Micro LED is also a reshuffle process in the LED chip industry. In the two fields of LED lighting and display, whether it is possible to "curve overtaking" in the future and change the current pattern of the big ones, Micro LED will be an important opportunity!
Li Bingjie, chairman of Jingyuan Optoelectronics, also believes that “LEDs have overcapacity this year, and market demand is not strong in the first quarter. Although market demand will heat up in the second quarter, the price pressure caused by overcapacity is still there. Therefore, everyone is currently focusing on New technologies such as MiniLED and MicroLED will become the key to the industry boom."
"In response to changes in chip demand, Ganzhao Optoelectronics will first respond to the already clear need for MiniLED, and now has mass production capabilities. For MicroLED, the current focus is mainly on research and development. As technology matures, dry photoelectricity will also Then make the corresponding layout." Ke Zhijie told Gaogong LED.
It is worth noting that MiniLED and MicroLED will bring innovation in product application compared with traditional LEDs; on the device side, MiniLED and MicroLED are more demanding on equipment.
From the device side, both MiniLED and MicroLED belong to the LED category. The production equipment is roughly the same as the traditional LED production equipment, but the technology is a qualitative leap, and the requirements for stability and consistency are very high.
As far as MiniLED is concerned, the epitaxial chip manufacturer's machine changes are relatively small, mainly because of the demand of the test machine. The rest are basically the equipment required for flip chip, and only need to increase with the market demand. For MicroLED, the challenges are relatively high. From EPI uniformity, machine selection, to the lack of mature solutions, small chip testing, massive transfer, high-precision bonding, etc., there are many challenges, including laser stripping. Equipment requirements, etc.
It is worth mentioning that the MicroLED is likely to be a TFT panel combination or a CMOS substrate. Therefore, it is also worthwhile to have equipment manufacturers cross-border to design and integrate related equipment.
From the application point of view of the product, both MiniLED and MicroLED are excellent solutions in terms of definition, image quality, thickness, and reaction speed. In particular, the MicroLED solution is unmatched by other application solutions. , will double the demand space.
Therefore, in Li Bingjie's view, this year's MiniLED has a chance, but the significant contribution in the use of the amount is expected to fall next year; as for the possibility of MicroLED this year is not high, even if there are not many, mainly the technology to be broken, is expected The volume of MicroLED should be after 2020.
I believe everyone has noticed that in the past two years, Jingyuan Optoelectronics has been actively deploying MiniLED and MicroLED, especially Mini LED, which has become one of the more promising industries in this year. It is understood that Epistar may start producing MiniLED for smart phone backlighting in the third quarter of 2018, and plans to start producing MinLED for LCD TV and game display backlight before the end of 2018, and will also produce Mini LED. Fine pixel pitch display.
In fact, in addition to Jingyuan Optoelectronics, domestic mainland LED chip manufacturers Sanan Optoelectronics, Huacan Optoelectronics, Ganzhao Optoelectronics, etc. have also begun to develop the layout of MicroLED and Mini LED technology. According to industry sources, Samsung Electronics has almost ordered all of the Mini LED production capacity of Sanan Optoelectronics in Xiamen to ensure that it will launch a large-size high-end LCD TV backlight chip in the third quarter of 2018.
Looking at Huacan Optoelectronics, as the second largest LED chip manufacturer in the domestic market, I have done research on MicroLED very early. Up to now, Huacan Optoelectronics has launched more mature chip products in the Mini-RGB chip for backlight application from Mini Blu-ray chip to display application, with a few hundred KK shipments.
In view of the new application of LED in display, Ganzhao Optoelectronics also performed more actively. It is reported that Ganzhao Optoelectronics has newly established the "Future Display Research Institute" and cooperated with downstream partners to develop new MiniLED and MicroLED products. According to Ke Zhijie, “Guangzhao Optoelectronics has already received customer orders for MiniLED. In the future, it will increase production capacity as customer demand increases, which will become an important supplement in revenue.â€
In general, through the layout of the above several LED chip manufacturers, with the gradual fermentation of the MiniLED and Micro LED markets, the chip end expansion will return to the normal track. In the first quarter of 2018, the overall supply and demand are relatively balanced. So, can the MiniLED and Micro LED become the new movement of the next chip?
On June 10, 2018 (the same period of Guangya Exhibition), Wang Jiangbo, vice president of Huacan Optoelectronics, will focus on the development of display technology at the "2018 (16th) High-tech LED Industry Summit Forum" hosted by Gaogong LED. In particular, the next generation is based on LED chip self-luminous display technology to share with everyone. Wang Jiangbo will address the characteristics and market prospects of different display technologies, including small-pitch LED displays, mini-RGB LED displays and microLED displays, and backlight LEDs for LCD displays, including mini LED chips for local dimming of surface light sources. Conduct a detailed discussion.
Wang Jiangbo
"2018 (16th) High-tech LED Industry Summit Forum will be held in the Westin of the Canton Fair. This forum will discuss "how to grasp the new opportunities of 2018, such as intelligent lighting, automotive lighting, plant lighting, and new display technology (Mini/MicroLED)." On-site big coffee gathered, the whole process of dry goods sharing. Long press the QR code above or click to read the original text to participate in the registration.
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