High - order blue light application potential, crystal Mini LED expects Q4 small shipment

Last year, the operation of crystal electricity has been written for nearly three years, and the Mini LED layout is the focus of this year's market. Crystal yesterday (25) day (25), LED is expected to ship in the fourth quarter of this year, estimated 2020 revenue accounts for three to 40%, and can significantly improve the company's gross margin and profit.

The market has previously been out, crystal Mini LED is likely to delay the shipment this year, to this, crystal said that, at present, whether it is technology and capacity, crystal power has been prepared, so far, a considerable number of customers continue to construct the completed Mini LED related zero components, the company to the Ming and the next year Mini LED in the high-order display and backlighting to become the mainstream of the market view Wait.

The Mini LED product has at least one mobile phone customer, and an international display panel will also produce a more than 100 inch large display screen with a Mini LED and a 27 inch video display screen. In addition, there are also a number of mobile phone factories are in negotiation.

Mini LED mobile phone customer is to prepare for the high order mobile phone, estimated that a mobile phone needs about 4000 Mini LED, next year after the adjustment of the design framework, the number of Mini LED will be reduced to more than 2000, and the medium order mobile phone may be used in an all-round way, the business opportunity is expected to be bigger.

In addition, the current blue light LED, four yuan battalion account for 65%, 35%, four yuan gross interest rate of 40%, blue light LED number, average gross interest rate of about 15 to 20%, Mini LED, Mini LED in place of high order blue light application is quite potential, mainly in the price, the quality of the OLED, to the annual television regulations. Model 200 million, OLED permeability of about 1.5% calculation, equivalent to 3 million high-order television market each year, for each 80 thousand yuan calculation, is 240 billion yuan (NTD) Mini LED business opportunities, which is very attractive to the LED factory.

He predicted that the Mini LED will be able to occupy 30 to 40% blue light in 2020, especially the way of producing Mini LED, the same as the existing LED, and the Mini LED is biased toward the overburden, the quality is 99.999%, it is more favorable to the crystal, and the price is better than the blue light, which is better than the blue light. Blue light.

Overall, the Mini LED will be put into production in the second half of the year. In 2019, there will be a volume, but the growth will not be too steep. In 2019, if there is no obstacle after the test, it will grow rapidly.

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