Guo Mingfu, an analyst at Tianfeng international, released a report saying that mini LED will play a key role in the innovation of Apple’s mid size display products. “It is predicted that 4-6 new Apple products will adopt Mini LED display in the next 2-3 years, which will accelerate the development of mini LED industry.”

After the release of the above report, it quickly attracted the attention of enterprises and media in the mini LED industry chain, and triggered the butterfly effect.

With the approval of the product line introduced by terminal giant apple, TCL Huaxing, BOE and other panel manufacturers continue to release the information of mini led layout in public, as well as the continuous large-scale investment of LED industry chain head enterprises…… Under the catalysis of various factors, mini LED related enterprises reap * wave dividend in the capital market.

Terminal giant Apple introduced Mini LED product line and reaped a dividend in the capital market

In recent days, the share prices of listed companies including Jufei optoelectronics, Hongli Zhihui, Wanrun technology, TCL group, BOE, etc. have achieved different gains or even increases. As of December 18, the mini led plate continued to rise, and Jufei photoelectricity rose again, while Xerox, Dongshan precision, Ruifeng photoelectricity, alto electronics, etc. followed.

Mini LED is booming in the stock market. Whether to lay out Mini LED has become an important factor for investors to choose the target. First, to display the advanced nature of its own technology, the second is to seize the opportunity of new display development. Recently, all enterprises including Xinyuan, heli Tai, precision measurement electronics and other enterprises have disclosed their Mini LED plan on the investor interaction platform. Among them, Xinyuan micro said it will actively launch products suitable for the mini led field and consolidate its advantages in the LED chip field. Helitai and precision electronics said they would strengthen the reserve of mini led talents and technology.

According to research data, the total output value of mini LED will exceed 1 billion US dollars by 2023. But according to the technical director of a leading LED packaging enterprise, the overall output value is far more than that. The mass production of mini LED will consume a lot of LED chips, which is bound to boost the capacity of chip factories and packaging factories on a large scale. At the same time, the mini LED backlight will also have a great push on the traditional LCD market.

At present, mini LED applications are mainly divided into mini LED display and mini LED backlight. Among them, mini LED display is mainly used in LED display; mini LED backlight is used with LCD in high-level LCD TV, vehicle display, laptop, iPad and other products.

With the help of krypton gold, 5g and ultra-high definition display, mini LED products in 2019 have been applied in scenes including security monitoring, high-end commercial display, conference room, broadcast and performance.

However, due to the problems of mass production technology, cost and industrial chain supporting, mini LED products are mainly concentrated in the high-level niche market. Referring to the capital investment of mini led enterprises and the applicable market prospect, mini led needs to support a large enough market to achieve considerable economic benefits. But does Mini led have such qualification and potential?

Shao pengrui, technical director of Jingtai Co., Ltd., said that from the perspective of application end, cost factors should be taken into account in large-scale production, and the practical application requirements of mini LED are high, mainly in the market with high requirements for collision, “such market may have a limited increase.”

Shao pengrui believes that the cost of mini LED display represented by 4 in 1 is insurmountable, and it is a transitional product after all. Micro LED is the future, which also conforms to the material cost * scheme in theory. “The two products will play together for a while, but not too long.”

In fact, although the leading enterprises of LED industry chain vigorously promote the market-oriented process of mini led, they also know that mini LED is only the transition technology between small spacing led and micro led.

Micro LED technology has a high threshold, and huge amount of transfer, detection and repair also pose a great challenge to major manufacturers. The more easily commercialized Mini LED has become the foothold for led enterprises to seize the development opportunity of ultra-high definition display, and also the pressure export of traditional LED competition in the Red Sea.

There is no timetable when micro LEDs will be mass produced. However, Samsung plans to expand its Micro LED capacity in 2020, and is currently discussing increasing investment in mass production equipment and plants, according to a recent Korean media report.

According to Li MANTIE, chairman of Lehman optoelectronics, micro LED application scenarios are mainly divided into “one big one small”, that is, large-scale markets such as LED display screen and TV for more than 100 inches, and small-scale markets such as smart wear for as few inches.

Then in the medium-sized market, such as mini LED backlight with LCD, there will be a long life cycle in the conventional TV market, such as 55 inch, 65 inch, 75 inch, etc., but it will also face the constant mature technical encirclement such as OLED, qdled, etc.

Some LED industry * practitioners believe that they should be alert to mini led because of its low threshold. However, most led enterprises are optimistic about the mini led, and the mini LED has effectively improved the display effect.

Zhang Fan, technical director of Zhaoyuan optoelectronics, said that 2019 is the first year of large-scale commercialization of micro / micro LEDs, a year worthy of excitement for LED practitioners, and also has the drive to strive for the future.


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