Optimistic about high level blue light application potential, crystal electric Mini LED expects Q4 small shipment.

Crystalline power last year wrote a new high in nearly three years, and the layout of Mini LED is the focus of attention this year. Jing electric yesterday (25) said that Mini LED expects small shipments in the fourth quarter of this year, accounting for three to 40% revenue in 2020, and can significantly increase gross margins and profits.

In the market, Mini LED is afraid to postpone shipments this year. For this reason, crystal electric said that at present, whether it is technology and capacity, crystal power has been fully established. At present, quite a number of customers continue to build Mini LED related components, and the company has become the mainstream market for Mini and LED in the next year. Stay.

Jing electric disclosed that its Mini LED product has at least one mobile phone customer, and an international display factory will also produce a more than 100 inch large screen, which will use Mini LED and 27 inch competition display screen. In addition, there are many mobile phone factories are being discussed.

Jing Electric said that the Mini LED mobile customers in the connection were preparing for the 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, and that the mobile phone in the middle range will be fully adopted.

In addition, crystalline blue currently accounts for 65% and 35% of blue light LED and four yuan battalion, four yuan gross profit margin is 40%, blue light LED reaches a single digit, the average gross margin is about 15 to 20%, and Li Bingjie, chairman of crystal electric, believes that Mini LED has great potential in replacing high order blue light applications, mainly against OLED in price and quality, with annual TV regulations. Module 200 million, OLED penetration of about 1.5%, equivalent to 3 million higher-order TV market every year, with 80 thousand yuan per unit, that is 240 billion yuan (NT) Mini LED business opportunities, which is very attractive for LED plant.

He predicted that the Mini LED of the crystalline power will occupy 30 to 40% of the blue light capacity in 2020, especially the way to produce Mini LED is the same as that of the existing LED, and Mini LED is biased towards flip chip packaging. The quality is 99.999%, which is more favorable for crystalline power, and it is better from the blue light with a lower price than the price. Blue light.

On the whole, the Mini LED of crystalline power will be put into operation in the second half of the year. There will be volume in 2019, but the growth will not be too steep. Once there is no obstacle after testing in 2019, it will grow rapidly.

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