Crystal: optimistic Mini LED backlight development, is expected to help digestion capacity

EPISTAR chairman Li Bingjie attended the 17 event said, although the Blu ray LED next year the price pressure, but optimistic about the digestion effect of Mini LED backlight on productivity, mainly due to Mini LED will use high Jielei wafer production capacity, once the penetration will effectively solve the doubts of overcapacity; crystal electric as independent chip suppliers, in order to sprint Mini LED backlight Li Bingjie, has seen the corporation's chairman Peng Shuanglang, for crystal electric panel factory and cooperation for him.

Li Bingjie said that, in order to Mini LED backlight has seen Shuanglang Peng, he is also familiar with Innolux chairman Wang Zhichao; as for the mobile phone backlight, crystal electric lock non Apple mobile phone factory in mainland China, crystal electric panel factory and the future cooperation is worth a look.

Mini LED became the driving force of this wave of LED backlight stocks rose, production process of LED plant has been close at hand, Li Bingjie of the Mini LED backlight is quite optimistic, EPISTAR dongzuo Li Bingjie analysis reporting supplier, Mini LED backlight in TV and the rapid progress of mobile phone, compared with South Korea's Samsung OLED TV backlight, Mini backlight LED only OLED TV 6 into the price to beat the Korean factory OLED TV, Taiwan factory only by Mini LED backlight. Li Bingjie estimates that Mini LED 55 inch TV backlight consumes about 40 thousand of the Mini LED, mobile phone on the 9000 estimate, it is worth noting that the epitaxial LED consumption capacity of Mini is LED plant in the high Jielei crystal production capacity, in order to calculate the global 5000 MOCVD, high order production capacity of only 500 units, can do Mini LED production capacity of only 200 units, so if Mini LED backlight can pull high permeability, like when LED entered the backlight market early, will double the growth next year.

However, Li Bingjie is also the first mention in the price this year, no price concerns, but as land owned factory capacity continues to open, said the first half of next year the price pressure, so the crystal electric next year will also be prepared, to increased expansion machine, next year is expected to reach 15% in the pulled capacity bottleneck, through to shorten epitaxy Cycle Time, Mini LED, the development of faster, capacity pressures will smaller crystal electric.

Source: Business Times

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