Mini LED "calls" high, A number of A-share listed companies have layout

Although no see commercial landing, but Mini LED (submillimeter light emitting diode) recently "voice" is very high.

According to reports, the concern that apple too occupied OLED panel production capacity, HUAWEI, OPPO, millet and other plans in the second half of 2018 in the mobile phone solution using mini LED backlight panel. This information has not been confirmed from the mobile phone manufacturers, but the current LED industry chain companies have high hopes for Mini LED products.

The evening of April 9th, REFOND announced, intends to raise the convertible bonds of not more than 468 million yuan, of which about 160 million yuan investment in sub millimeter light emitting diode (Mini LED) package production projects and micro light emitting diodes (Micro LED) technology research and development center project. From the perspective of equity investment projects, REFOND have packaging production capacity of Mini LED, Micro and LED in the development stage of technology.

In addition to REFOND investment firm in Mini LED and Micro LED two technology, the stock market in the A Mini LED cloth company and Siu Chi shares, changelight, HC semitek, nationstar etc..

The substitution effect of Mini LED

Mini LED and Micro LED display technology is what kind of? What is the difference between the current mainstream OLED display? In the current industry, what is the status?

A number of reporters to interview the industry was informed that currently in the mobile phone TV, a large amount of main product market, occupy the absolute advantage of OLED. But as everyone knows OLED current capacity is limited and the basic monopoly by South korea. Originally in the LED display market impact, but many companies do not choose to follow OLED LED.

In addition to OLED screen technology, Micro LED is generally considered to be the next generation of display technology, which has excellent display performance, has the characteristics of low power, high brightness, no device that uses OLED technology possible "burn-in" phenomenon, is the ideal choice.

About this technology, Apple bought LuxVue in 2014, research on cooperation and supply chain based on micro LED production equipment, around the Micro LED layout also includes Foxconn, SONY and so on. But the micro LED also has production problems, and MiniLED technology with Micro LED because a little, and easy production, is regarded as the ideal transition products.

Chinese Taiwan is the main market to launch Mini LED and Micro LED, mainly due to a large outbreak of high-end OLED panel Market and South Korea in the high-end OLED panel technology near monopoly, LED related enterprises China in Taiwan has been a great impact. In micro LED is regarded as the next generation display technology has yet to progress at present, Taiwan enterprises are in urgent need of a new growth point, Mini LED has become an ideal product.

Innolux executive vice president Ding kagetaka said in an interview: "Taiwan has not kept pace with the AMOLED panel of investment, now it is late, but if successful in Mini LED and Micro LED development, the future will have the opportunity to put the AMOLED panel into the fridge."

According to the introduction, in the technology, compared with the traditional LCD display technology, Mini LED high dynamic range imaging precision higher, lower energy consumption, more detailed picture, and can realize the "full screen" effect. Mini LED as a new type of display technology can be applied to large size screen, TV and mobile phone backlight etc..

In addition, Mini LED also has a lower cost. REFOND said in the announcement, with a 6 inch mobile phone panel as an example, the current cost of common LED LCD panel backlight design of approximately $20-30, flexible OLED costs about $80-100, the cost of Mini LED LCD panel backlight design is about $40-50.

A number of companies that can achieve mass production

In the Mini LED field, there have been a number of A shares of the company layout. REFOND said in the announcement, the company of Mini LED layout earlier, in the part of key technology has made the first mover advantage. At present in the Mini LED application, the company has with the international well-known home appliance customers with Mini LED backlit display module for the development of cooperation and has made great progress in television; in addition, the Mini LED package module, flexible surface display technology for the development of cooperation is displayed on the mobile phone Mini LED backlight and international well-known communications company, and has small mass production.

In addition, the reporter learned from Siu Chi shares, the company believes that Mini LED and Micro LED is the development direction of future display technology, the company has begun the layout, the continuous tracking Micro LED including chip, package and mass transfer technology, and focus on Mini LED, and domestic mobile phone manufacturers cooperation, have mass production.

HC semitek said in an interactive platform, Mini LED is one of the direction of the positive development and layout of the company, in the display efficiency, saving and other than OLED has the advantage, for mobile phone, TV and other consumer electronic display technology once large-scale enabled, chip demand will grow exponentially. At present the company's Mini LED chip technology development and production are actively promoting.

BOE A is directly aimed at the next generation display technology Micro LED, BOE A recently said in an interactive platform, Mini-LED is one of the future development of new technology shows a very competitive technology, but the technology is not yet mature, the development also need a period of time. But also said that the company has carried out research on technology of Micro LED, and made some progress.

Reporter to REFOND consulting about customers, the other said customer name still confidential stage. However, the mobile phone industry and home appliances have R & D head brand joint Mini LED products. At present the industry basically determined Micro LED is the next generation of display technology, Mini LED and Micro LED technology is a technology roadmap, feedback from the customer point of view, TV and mobile phone customers will be positive for the next step using Mini LED screen attitude.

In terms of policy, deputy director general Wu Shengwu in April 8 the Ministry of industry and electronic information division said that the Ministry of national development and Reform Commission jointly formulated the "new display industry beyond the three year development plan of action", recently the upcoming release. The next step, the Ministry will support and guide enterprises to speed up the new backplane, Ultra HD, flexible panel production technology research and development, to speed up the layout of AMOLED micro display, quantum dots, printing OLED display, MicroLED display and other forward-looking display technology, complete industrial new technology route exploration and layout.

A securities agency recently released a research report said that the world has been in industry and in the industrialization of the critical point of the new display technology is mainly used for OLED, QLED, Micro LED, an upgraded version of the LCD (Mini LED) and so on, that uncertainty of route choice. Firmly optimistic about the trend of OLED, Micro, Mini and optimistic close observation, in the full-size OLED field has the scale of production and the formation of a good momentum of development and the pattern of Micro, LED, QLED, Mini and LED in a period of rapid development, need to keep track of the core technology breakthrough, and production volume rhythm.

Source: Securities Times

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