LED circle news broadcast for a week: Mini LED is the focus

[Mini LED]

Mini LED, as a transitional product of Micro LED, has also been in the light of the spotlight, especially this year, some of the manufacturers have shown the related products. Nearly half of the 2018 has passed, so many LED factories and some panel manufacturers are speeding up the process of Mini LED. At present, it is widely used in mobile phone, such as Mini LED, which is used for mobile phone, such as hundreds of millions of light, East Bay and so on. And friendship has revealed that Q4 sells the Mini LED game display panel.

Although Mini LED has unlimited potential, it is expected to contribute some of its revenue to manufacturers, but there are also some problems.

Mini LED has completed the certification of sample delivery, and East Bay is expected to increase the cost of 256 million

East Bay, the LED package plant, held a regular meeting last week. In addition to the annual financial statements, and the loss and supplement bill, the company also decided to increase capital in NT $1 billion 200 million (RMB 256 million yuan). It plans to introduce important strategic partners to improve the company's financial situation and enhance the competition of the products. Power and profitability, Dongbei said that Mini LED has completed sample certification, the second half of the year will become a key to profit growth.

"Billion light vehicles" products have entered the European and American markets, Mini LED Q4 measurement of production

A few days ago, Ye Yinfu, chairman of the billion ray, said that the second half of its operation will be better than the first half of the first half of the year, the car products have entered the European and American first class car factory, will start shipping from the third quarter, estimate that this year will contribute more than 10% billion of revenue. In addition, Mini LED products are sending samples, is expected to begin production in the fourth quarter, will be used in car, mobile related products.

Macroqi: mobile phone use Mini LED in authentication

Hong Qi recently said, Mini LED part, the 4 Mini LED developed by Hongqi to be combined into a Mini COB package product can be applied to the cinema on the LED screen, has already begun delivery, the mobile phone Mini LED is in the authentication.

The Mini LED game display panel will be sold at Q4

According to Cai Guoxin (Michael Tsai), President of AU Optronics (AUO), the company has begun to provide customers with a Mini LED backlight LCD panel for game displays for customers to verify that commercial shipments of such panels may begin in the fourth quarter of 2018.

Group creation: Mini LED potential unlimited, OLED or will be out of the field

Ding Jinglong, deputy general manager of group creation optoelectronics, said that because the OLED panel does not conform to the optical principle, it may be out in 10 years, especially for OLED TV, which is the big size OLED panel, which will bear the brunt. The price of the OLED TV panel is too expensive to be replaced by a lower cost and better quality Mini LED panel. The Mini LED panel is an opportunity for the station.

Mini LED and other new technologies balance overcapacity, but this year's revenue is not significant

Li Bingjie, chairman of crystal electricity, pointed out that after China's expansion of production capacity in the fourth quarter of last year, the problem of new overcapacity affects the balance of the LED market. The demand for the third quarter of this year is expected to return to temperature, and the company will balance the effect of overcapacity with new market technology, such as mobile products or laser applications, such as Mini LED applications.

However, due to the size of chip size, mass production still faces learning curves, Zhou Mingjun, general manager of crystal electricity, said Mini LED has come into contact with all kinds of customers, but at present, Mini LED is facing the problems of good rate, repair and cost, the progress is slower than expected, and the revenue contribution to crystal electricity is not high this year.

[selected important news]

In addition to Mini LED, the niche market is also very busy this week: technical breakthroughs, big Cafe layout, and so on.

KAIST research and development of low cost Micro LED production method

Recently, according to foreign media, the Korean Academy of science and Technology (KAIST) research team developed a low-cost production method for the flexible vertical blue film Micro LED (f-VLED), a one-time transfer method of producing thousands of blue Micro LED (GaN) LED (<2 u m) arrays on plastic.

Compared with the lateral Micro LED, the blue gallium nitride f-VLED can achieve a high three times optical power density (~30 mW/mm2). At the same time, the team can also reduce the production of heat, thereby prolonging the service life of the projection equipment for about 100000 hours.

GE lighting flower home? The final bid in September & the outcome of the negotiation

It is reported that the company's sale has already entered the bidding process, including the sale of GE lighting (consumer lighting business) and Current, according to the mail sent by GE lighting to partners in May. GE lighting has received some first round of non binding tenders (the deadline for submission is April 30th). On the basis of the first round of bidding, the second round of bidders were selected. It is expected that a second round of binding bids will be submitted to the end of June 30th, and final negotiations will be carried out before the final signing. Who is GE lighting, and the final bidding and negotiation results in September.

LG Innotek launches UV LED brand InnoUV

Recently, LG Innotek announced plans to launch the brand InnoUV. InnoUV combines "innovation" and "ultraviolet" and is planned to be applied to 40 UV LED packages and modules in its existing R & D. It is reported that InnoUV embodies the goal of LG Innotek to enhance the sterilizing ability of UV LED. It is estimated that 100mW's UV-C LED (released last November) can eliminate 99.9% of Salmonella in 3.4 seconds (Salmonella is a cause of food poisoning).

American BOLB announced a major breakthrough in deep UV light emitting diodes

BOLB in the United States announced 12.2% external quantum efficiency (EQE) on the fully transparent structure of the deep ultraviolet light emitting diode (UVC LED). The breakthrough of this key basic technology paves the way for the efficiency of UVC LED to achieve the near visible LED in the next few years, and will further expand the application of UVC LED disinfection and sterilization technology in people's daily life.

The new application of Li Ji has continued to grow, and the LED factory has expanded its production again.

In recent years, global sensing related demand has grown rapidly. In the LED factory of Taiwan, Guang Lei and Dingyuan are locked in a positive transformation of the market. Guang Lei's sensing element production line has been fully loaded. Last year, it was planned to expand production. It is expected to increase production capacity by 20% after the end of this year to next year's new capacity.

Crystalline power: LED permeability continues to rise, VCSEL is used for sensing products this year

Zhou Mingjun, general manager of crystal electricity, said that the VCSEL (vertical resonant cavity laser type laser) service has begun to be applied to the sensing VCSEL product this year. Looking forward to 2018, Zhou Mingjun pointed out that the LED market still has potential development opportunities. For example, the demand for LED high efficiency lamps and filament LED bulbs grew year by year, and the penetration of LED in lighting and automobile applications continued to increase.

OSRAM and Paradox Engineering cooperate to promote Swiss intelligent lighting

OSRAM and wireless sensor network technology company Paraox Engineering SA launched a smart lighting program in St Gallen, northeastern Switzerland, which is expected to install a LED lighting device and remote remote control system in the city.

Current provides a LED horticultural lighting system for large British farms

A few days ago, GE announced a new LED lighting vertical farm project in the UK, with a linear Arize gardening lighting provided by Current under the flag. It is reported that the new farm will produce green leafy vegetables all year round, and LED light can minimize the growth cycle. Current did not disclose the details of the spectrum, but it was said that the red light was enhanced.

What is the business model of the self operated plant plant of the Jingdong, or will it be replicated globally?

Recently, Jingdong announced: Jingdong fresh running chicken, swimming ducks, flying pigeons and plant factories, Lotus Village and other agricultural business models tend to mature, the future or will be replicated in the world. In particular, plant plant agricultural products have been sold in the Jingdong mall and are actively repercussions by users.

[performance evaluation]

The summer solstice has passed, indicating that the half year notice will also be opened. This week, the company took the lead in disclosing the performance forecast, and both companies were exposed to a more satisfactory performance report.

The net profit of the famous foreign exchange is increased by 1.5 times

On the 20 day, the famous exchange rate issued a bulletin, disclosing the performance forecast in the first half of 2018. The company expects to realize the net profit belonging to the shareholders of Listed Companies in June 30th -2018 January 1, 2018 to 171 million yuan - 190 million 500 thousand and 600 yuan, up 155.83% -185.00% from the same period of 66 million 842 thousand and 300 yuan in the same period of last year.

Yadyad's performance in half a year is up, and the net profit is over 500 million

On the 20 day, yader also announced a half year performance report after its name. The company expects to realize the net profit belonging to the shareholders of Listed Companies in June 30th -2018 January 1, 2018 to 537 million 815 thousand and 400 yuan - 593 million 451 thousand and 500 yuan, up 45% - 60% over the same period of the same period of last year.

[recommended reading]

Micro & Mini LED business opportunities broke out. In 2022, the output value of China's LED packaging market is nearly 1 billion 400 million dollars. The output value of China's LED packaging market will be published in 76 billion 800 million 2 thousand and 18 years "China's 500 most valuable brand", and the 3 major lighting brands are selected.

(LEDinside Janice collation)

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