Mini LED will be shipped in the second half of the year. The factory expects business opportunities to start next year.

Mini LED officially started shipping in the second half of this year, which seems to bring another dawn to the future operation of Taiwan LED plant. However, due to the short shipment time, the impact on the performance of this year is still not large. However, Taiwan LED plant is expected to start market opportunities next year, and it is expected that market penetration will increase significantly in the next year and next year. Crystal electric confirmed the second half of the shipment of mobile phones and display screens using Mini LED; Longda and Dongbei lock the electronic competition display and electric pen Mini LED, and Yat light is focused on the vehicle market.

Jing Electric said that this year's third quarter to the fourth quarter to determine the Mini LED to start shipping, its Mini LED products have at least one mobile phone customer, and some international display factory will also produce a more than 100 inch large screen, will use Mini LED and 27 inch competition display screen. In addition, crystal electric also understated that this is the order that has been identified in the second half of the year. In fact, there is a large number of orders in the mobile phone factory at present. Therefore, the company is optimistic about the future Mini LED shipment outlook.

Jing electric also said that the Mini LED mobile customers in the connection were preparing for high-order mobile phones. It is estimated that at present a cell phone needs about 4000 Mini LED. After adjusting the design framework next year, it is estimated that the number of Mini LED will be reduced to more than 2000 by one cell phone. The penetration rate will increase rapidly and substantially.

Billion light also said that the company's Mini LED will start shipping in the fourth quarter of this year. The initial Mini LED is used in backlight products. The areas currently locked in shipments are in the mobile phone and vehicle market. Among them, the vehicle market is dominated by dashboard backlight, because this year is dominated by high-class products, so the initial proportion will not be large. Good and potential development.

In addition to Mini LED's entry into the vehicle market, the company also emphasizes that the rest of the products will grow significantly in the automotive market this year. There will be lights and headlights, brake lights and so on.

Longda announced that its Mini LED has started shipping in July. The first wave shipment is mainly aimed at the 32 inch electric market display. Because the gross margin of the product is obviously due to the current Longda product line, it will help increase gross profit margin this year and next year. Achievement growth.

As for Dongbei, the company's current backlighting products focus on high-value TV, notebook computers, niche based displays and other applications, accounting for about 50% of revenue, while the company has recently handled private placement. The company has acquired 5 million 263 thousand shares of the Dongbei private equity common stock through its subsidiary company, accounting for NT $50 million, the market also speculates this year. The Mini LED of Dongbei is expected to start shipping at the end of the year. It is expected that it will be a product such as E-Pen and so on.

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