LED cycle a week inventory: LED new and old technology to make efforts

Mini/Micro LED has always been the topic king. This week LED circle still has news from all sides about these new display technologies, such as Mini LED technology or has entered the stage of mass production, and large enterprises continuously layout Micro LED related technology. At the same time, LED technology itself has been continuously improving. Recently, many studies have shown that LED technology has achieved new results in different application fields, revealing new hope. Besides, there are not many enterprises that disclose half year performance notice this week, but there are many different points of view. For further details, please continue to look at it.

[Mini/Micro LED]

Dry photo, add MOCVD equipment, force Mini/Micro LED and other technologies.

On the 17 day, German semiconductor equipment firm Ace strong (Aixtron) issued official news that the company is providing additional high-end MOCVD technology for Xiamen dry photonics. Qian Zhao optoelectronics is going to adopt Ace's strong AIX 2800G4-TM cluster system to expand its LED and solar cell capacity based on GaAs (GaAs) red and yellow orange.

Micro LED technology and cost factors to be breakthroughs, Taiwan is expected to become an industry training ground.

Micro LED is regarded as a new generation of display technology that may subvert the industry. However, at present, Micro LED has not yet made breakthroughs in the technical proposal. Cost is one of the key points. At the beginning, it may begin to develop from the super size 100 inch higher level screen application. With the advent of various transfer schemes, there will be more cost competition in the future. The competitive technological scheme appears, while the Micro LED environment in Taiwan is relatively mature, and is expected to become an industrial training ground.

LED Mini: LED technology has entered the stage of mass production.

After years of research and development, Mini LED entered the final stage in the second half of last year. The technology of manufacturers in Taiwan, such as Jing Dian, Yi Guang, Longda and accumulation, is also complete this year. Taiwan LED said that technology has entered the stage of mass production. The first half of the year is to send samples and verify that the downstream manufacturers will Mini LED related peripheral components. The completion phase of the supply chain will officially enter the shipment period in the second half of the year, contributing to the fourth quarter operation of the relevant manufacturers.

By Belgian enterprises, fan Xuan hopes to become Hon Hai Micro LED.

Belgian microelectronics research and development agency Imec aimed at Micro LED massive transfer, was sent out to take part in the Pan Hong Hai Group's fan Xuan, to work together to develop the "grain planter" experimental platform, so that Sai Xuan is considered to be the key to Hon Hai Group's Micro LED layout.

Meizu CEO: the future high-end models are AMOLED and Micro LED world.

Meizu technology chairman and CEO Huang Zhang believes that the future of high-end mobile phone screens is known to be AMOLED and micro-LED screens. The value of future LCD screens is only due to cheap applications in the medium and low end machines. This is not something consumers or manufacturers can change.

[technology breakthrough]

OSRAM joined hands with seven partners to improve LED's manufacturing process.

OSRAM optoelectronics has formed an alliance with seven partners in science and industry. From December 2014 to February 2018, it participated in the InteGreat research project sponsored by the German Federal Ministry of education and Research (BMBF). It studied the current LED production process and related technologies in depth, and improved some manufacturing processes.

Through this program, researchers have developed many new technologies, one of which is planar interconnection technology, which will replace the wire rod with thin and flat metal wiring, and enable the surface emitting LED to be transferred to the surface of the package, which can effectively improve the luminous efficiency and reduce the use cost.

Through the quantum dot radiation chromatic light, the white LED luminous efficiency innovation record.

The researchers of the Optical Society of America used the nanomaterials to make white LED with a luminous efficiency of 105 lumens per watt and a new record. After further research, the researchers can make the luminous efficiency reach 200 lumens per watt, and will be applied in the fields of home, office or television in the future.

* non display of non lighting, the application of LED technology in this field has achieved new results.

In addition to display and lighting, the application of LED technology in the medical field is also progressing. It is found that LED technology has created possibilities for the treatment of cancer. It is reported that researchers at Waseda University in Japan have developed an implantable device consisting of LED chip and bioadhesive nanosheet, which can successfully reduce tumor in mice by photodynamic therapy. The research results were published in Nature Biomedical Engineering journal in July 16, 2018.

[performance and operational assessment]

A list of semi annual performance forecasts by Alto and mega Chi: only one performance increase

In recent days, trillion Chi shares, Chang Fang Group, Ju can photoelectric, Guangdong Gan and Alto electronics have also disclosed the semi annual performance forecast for 2018. Among them, only the Alto electronics performance increased in advance, trillion Chi shares and long group performance pre cut, while Guangdong Gan and poly can be expected to loss.

Crystal power: blue light products under pressure, increase the proportion of four yuan to 4 in the second half.

Crystal electric lighting, backlight two major production lines encountered mainland plant capacity competition, blue light products under pressure, the second quarter revenue of 5 billion 294 million yuan (NT $, the same below), the quarterly increase rate of 2.8%, the annual reduction rate of 2, third quarter backlight season is coming, operation is expected to return to temperature, four yuan product revenue proportion increased 4 percent in the second half of the year. With the mainland's new capacity coming out, the price pressure of Blu ray products emerges, and the gross profit margin of the first quarter of crystal power is 17.22%, a new low in the last six quarters, a profit rate of 2.47%, a surplus of 399 million yuan after tax, a surplus of 0.37 yuan per share, and a limited profit margin for the second quarter backlight and lighting business.

(LED) the benefits of permeability increase gradually, and Li Qing's profit can be expected in the second half of the year.

LED lamp module big factory Li Qing self merger in June combined revenue of 375 million yuan (NT $, the same below), a marked recovery of more than 2 percent compared with the previous month, and an annual increase of 67%, three consecutive months to return to the annual growth trend, the second quarter revenue of 1 billion 24 million yuan, also increased slightly compared with the previous quarter; however, due to Li Qing orders from mainland China's domestic market, the legal person estimate, second quarter. The depreciation of the renminbi will be unfavorable to the exchange gains and losses of the company, and the profits from the single season will be under pressure. But Li Qing stressed that this year, although the mainland car market has slower kinetic energy, it is optimistic that the permeability of LED lights will increase. The company's revenue is expected to maintain better kinetic energy, and the annual profit is expected to grow with the growth of revenue growth.

LED has been firmly in the field of sensor components, and profits will increase sharply in the second half of this year.

The long term and the strategic alliance between the optical and long-term industries has benefited from the growing demand for sensing components. The new product has been pulling up a lot since July. It is expected to drive the rapid growth of the optical performance since July, plus the new capacity note. The proportion of sensor components is expected to exceed 50% in the third quarter. Due to the good gross margin of the sensing element, he is optimistic about the performance in the second half of the year and expects that profits in the second half of this year will be much better than the first half.

[recommended reading]

2018 key elements of Micro LED - transfer corresponding to market application requirements Micro/Mini LED mass production key: achieving balance between technology and cost dry goods: LEDinside Micro LEDforum 2018 seminar focus on Micro LEDforum: many manufacturers share MicroLED large transfer technology, China passenger car headlamp LED output value is expected to reach 8 billion 84 million in 2022. - LEDinside

(text: LEDinside Janice finishing)

For more LED related information, please click LED net or pay attention to WeChat public account (cnledw2013).