Crystal Li Bingjie: LED price pressure, Mini LED technology release will be the key

Li Bingjie yesterday (16) yesterday (16), said that this year, there was overcapacity in the first quarter of the market, the market demand is not strong in the first quarter, although the demand will rise this season, but the overcapacity caused by the price pressure is still in.

He said that the focus of the present observation is that the time points for new technologies such as Mini LED, such as new applications, will be the key to the reversal of the boom. He predicted that Mini LED had a chance this year, but the amount of use that would contribute to the year would fall in 2019; as for Micro LED, it should be after 2020.

Li Bingjie, an academician of the Institute of industrial research, was present at the BRDA ceremony of Liu Wenxiong, the new president of the Institute of industry and research. After the meeting, he expressed his views on the prosperity of the LED industry, the present situation of the application of new technology and so on.

Li Bingjie said, to balance the current situation of overcapacity LED, depending on the new technology in the market time, of which two of the major observation technology, this year Mini LED has the opportunity, but the use of a significant contribution is expected to fall in next year; as for Micro LED this year, the possibility is not high, that is, the number is not much, mainly technology to be sudden. Break. He estimated that the Micro LED should be released after 2020.

He analyzed the application of large - size displays earlier in the market, but the number of televisions was far less than the number of millions of mobile phones to convert LED. Large - size applications for public displays will take the lead, but they really affect LED supply or mobile products.

Li Bingjie said that, in addition to the LED product line, it has been deployed in VCSEL (vertical resonant cavity laser laser), detector and other technical layout in recent years.

In addition to the traditional optical communication, VCSEL is the main agent for Taiwan and mainland manufacturers, and it is also actively developing the consumer 3D market with the largest number of applications at present, or starting from the agency business.

It is reported that the mobile phone products of the Mini LED application are expected to start shipping in the third quarter. In addition, foreign securities firms predict that the 6 inch wafer production capacity will start from the second quarter, producing VCSEL for Apple iPhone, and Android VCSEL products are expected to ship in the second half of the year, looking for the future development of crystal electricity in the VCSEL field.

Source: Taiwan Economic Daily

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