Mini LED "high voice", many companies said that mass production can be achieved
Release date: 2018-04-12 Source: Lighting industry information sharing: 
Although the commercial floor has not yet been seen, the Mini LED (sub-millimeter light-emitting diode) has a very high "sound" in the near future.
According to reports, because of the concern that Apple over-fired the capacity of OLED panels, Huawei, OPPO, Xiaomi and other plans to use Mini LED backlight panel solutions on mobile phones in the second half of 2018. The information was not confirmed by the mobile phone manufacturers, but now LED industry chain companies have high hopes for Mini LED products.
On the evening of April 9, Ruifeng Optoelectronics issued a notice that the proposed transfer of convertible bonds did not exceed 468 million yuan, during which about 160 million yuan was invested in sub-millimeter light-emitting diode (Mini LED) package production projects and micro-light-emitting diode (Micro LED) skills. Development center project. From the perspective of fundraising projects, Ruifeng Optoelectronics now has the packaging capability of Mini LED, while Micro LED is in the stage of skill development.
In addition to Ruifeng Optoelectronics in the Mini LED and Micro LED two skills to firmly invest, the company in the A-share market layout of Mini LED also has Zhaochi shares, dry photo photoelectric, Huacan Optoelectronics, Guoxing Optoelectronics and so on.
Mini LED replacement
What is the display skill of Mini LED and Micro LED? What is the difference with the mainstream OLED at that time? What was the position of the occupation at the time?
"Securities Times" reporters interviewed a number of professionals to learn that now in the TV, mobile phone volume of the main product stores, OLED has an absolute advantage. But it is well known that OLEDs now have limited capacity and are monopolized by South Korea. The enterprises that originally appeared in the LED display market were affected, but many LED companies did not choose to follow the OLED skills.
In addition to the OLED screen skills, Micro LED is widely used as the next generation of display skills, it has excellent performance, low power, high brightness characteristics, there is no "burning screen" phenomenon that may occur in equipment using OLED skills. It is a very ambitious choice.
In response to this skill, Apple bought LuxVue in 2014, and collaborated with the supply chain to discuss the production of Micro LED devices. The layout of the Micro LED also includes Hon Hai, Sony and so on. However, Micro LEDs also have problems in mass production, and the Mini LED technology is considered a more ambitious transition product because of its advantages in Micro LED and its simple mass production.
Taiwan is the premier shopping mall for Mini LEDs and Micro LEDs. The LED-related companies in Taiwan have been greatly affected by the explosion of high-end OLED panel stores and South Korea's near-monopoly position in high-end OLED panel technology. At the moment when Micro LED, which is regarded as the next generation of display skills, has not been launched, Taiwanese companies are in desperate need of new growth points. Mini LED became an aspiring product at the time.
Ding Jinglong, executive vice president of Innolux, said in an interview: "Taiwan has not kept up with the investment in AMOLED panels, and it is now late, but if it can be successfully developed in Mini LED and Micro LED, there will be opportunities to put AMOLED panels in the future. Send it to the refrigerator."
According to reports, in terms of skill completion, compared with the traditional LCD display skills, Mini LED's high dynamic scale imaging has higher precision, lower energy consumption, more detailed picture, and can complete the "full screen" effect. As a new display skill, Mini LED can be applied to large-scale display screens, TVs and mobile phone backlights.
In addition, the Mini LED has a lower cost. Ruifeng Optoelectronics showed in the notice that taking the 6-inch mobile phone panel as an example, the LCD panel design of the ordinary LED backlight is about 20-30 dollars, the flexible OLED cost is about 80-100 dollars, and the LCD panel cost of the Mini LED backlight design is used. It is about $40-50.
Many companies said they can complete mass production
In the Mini LED category, there are now a number of A-share companies. Ruifeng Optoelectronics indicated in the notice that the company has an early layout of Mini LED skills and has gained first-mover advantage in some key skills. Now in the Mini LED application, the company has cooperated with the world-famous home appliance customers in the development of the Mini LED backlight display module for TV and has already achieved great development; in addition, it is working with the world famous communication company in the mobile phone Mini LED backlight display mode. Group, flexible surface Mini LED package display skills for collaborative development, and has completed small batch production.
In addition, the "Securities Times" reporter learned from the Zhaochi shares, the company believes that Mini LED and Micro LED is the future development of the skills, the company has begun to layout, and now continue to stalk Micro LED contains chips, packaging and massive handling skills, Focusing on the Mini LED together with the well-known domestic mobile phone manufacturers, it is now in mass production.
Huacan Optoelectronics has shown on the interactive channels that Mini LED is one of the company's active development and layout directions. It has advantages over OLEDs in terms of performance and power saving, and the skills for consumer electronics display screens such as mobile phones and TVs are large. When enabled, chip demand will grow exponentially. Now the company's Mini LED chip skills development and product production are actively promoting.
BOE A directly targets the next generation of display technology Micro LED. BOE A recently showed on the interactive channel that Mini LED is one of the most competitive skills to develop new skills in the future, but the skills are not mature and it will take some time. The expansion. However, it also shows that the company has launched the skills seminar of Micro LED, and it must be launched.
The Securities Times consulted Ruifeng Optoelectronics about the customer status, and the other party indicated that the customer title is still in the confidential stage. However, the Mini LED products have been jointly developed with the head brands of home appliances and mobile phones. Now the profession has concluded that Micro LED is the next generation of display skills, Mini LED and Micro LED skills belong to the same skill path. From the customer feedback, TV and mobile phone customers are active in the next step of choosing Mini LED screen.
In terms of policy, Wu Shengwu, deputy director of the Department of Electronic Information of the Ministry of Industry and Information Technology, said on April 8 that the Ministry of Industry and Information Technology and the National Development Commission have jointly compiled the "Three-Year Action Plan for the New Display of Industrial Overpass", which will be released recently. In the next step, the Ministry of Industry and Information Technology will guide enterprises to accelerate the development of new types of backplanes, ultra-high-definition, flexible panels and other mass production skills, accelerate the discussion of the layout of AMOLED micro-display, quantum dots, printed OLED display, Micro LED display and other forward-looking display skills, complete the new industrial The exploration and layout of the skill road.
The recent research report released by Tianfeng Securities shows that the new emerging technologies that are now industrialized and at the critical point of industrialization are mainly OLED, QLED, Micro LED, upgraded LCD (such as Mini LED), etc. . Resolutely optimistic about the OLED trend, Le Watching Micro, Mini and closely investigated, OLED has been mass-produced in a full-scale category and formed a good format and momentum. Micro LED, QLED, Mini LED are also in a rapid development period and need to continue. Breakthrough in the centering process and the rhythm of mass production and volume.
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