Although no commercial landings have yet been seen, the Mini LED (sub-millimeter LED) has recently received a high "voice".

According to reports, Apple, Huawei, OPPO, and Xiaomi plan to adopt Mini LED backlight panel solutions in their handsets in the second half of 2018 due to concerns that Apple will overuse OLED panel production capacity. This information has not been confirmed from the mobile phone manufacturers, but at present the LED industry chain company has high hopes for Mini LED products.

On the evening of April 9, Ruifeng Optoelectronics issued an announcement that it plans to raise no more than 468 million yuan in convertible bonds, of which about 160 million yuan will be invested in sub-millimeter LED packaging projects and Micro LED technology. R&D center project. From the perspective of raised investment projects, Ruifeng Optoelectronics has already possessed Mini LED's packaging production capability, while Micro LED is in the technological research and development stage.

In addition to Ruifeng Optoelectronics' commitment to the Mini LED and Micro LED technologies, the companies that have deployed the Mini LED in the A-share market include Siu Chi shares, Qianzhao Optoelectronics, Huacan Optoelectronics, and National Star Optoelectronics.

Mini LED replacement

What kind of display technology is Mini LED and Micro LED? What is the difference with the current mainstream OLED display? What is the status of the current industry?

"Securities Times" reporter learned from interviews with a number of industry sources that OLEDs currently occupy an absolute advantage in televisions and mobile phones. However, it is known that OLED currently has limited capacity and is basically monopolized by South Korea. Companies originally in the LED display market were hit, but many LED companies did not choose to follow OLED technology.

In addition to OLED screen technology, Micro LED is generally considered as the next-generation display technology, which has excellent display performance, low power and high brightness, and there is no “burn-in” phenomenon that can occur with OLED technology. , is a very good choice.

Regarding this technology, Apple acquired LuxVue in 2014 and cooperated with the supply chain to study the production of Micro LED-based devices. The layout surrounding Micro LEDs also includes Hon Hai, Sony and others. However, Micro LED also has the problem of mass production difficulty. Mini LED technology is considered an ideal transition product because it has the advantages of Micro LED and is easy to mass-produce.

Taiwan is the main market for launching Mini LED and Micro LED. Due to the outbreak of high-end OLED panel market and South Korea's near-monopoly in high-end OLED panel technology, LED-related companies in Taiwan have been greatly impacted. While Micro LED, which is considered as the next-generation display technology, has yet to make progress, Taiwanese companies urgently need new growth points. Mini LED has become an ideal product at present.

Infineon’s executive vice president Ding Jinglong once said in an interview: “Taiwan has not kept pace with the investment in AMOLED panels. Now it is too late, but if successful in the development of Mini LED and Micro LED, there will be opportunities to send AMOLED panels in the future. Into the refrigerator."

According to reports, compared with the traditional LCD display technology, Mini LED's high dynamic range imaging has higher precision, lower power consumption, and more detailed images than conventional LCD display technology, and can achieve "full screen" effect. As a new display technology, Mini LED can be applied to large-size display screens, TVs, and mobile phone backlights.

In addition, Mini LED has lower costs. Ruifeng Optoelectronics said in an announcement that, with 6-inch mobile phone panels as an example, the current cost of LCD panels for ordinary LED backlighting is approximately US$20-30, while the cost of flexible OLEDs is approximately US$80-100. The cost of LCD panels with Mini LED backlight design is also considered. About 40-50 dollars.

Many companies say they can achieve mass production

In the field of Mini LED, there are already many A-share companies. Ruifeng Optoelectronics stated in the announcement that the company has laid out its Mini LED technology earlier and has obtained first-mover advantage in some key technologies. Currently, in the Mini LED application, the company has cooperated with internationally renowned home appliance customers in the development of Mini LED backlight display modules for TVs and has made great progress; in addition, it is working with internationally renowned communication companies in mobile Mini LED backlight display modules. , flexible surface Mini LED package display technology for cooperative development, and has achieved small batch production.

In addition, "Securities Times" reporter learned from Siu Chi shares that the company believes that Mini LED and Micro LED are the future development direction of display technology. The company has begun to lay out. Currently, Micro LED including chip, package and huge transfer technology are continuously tracked. Focus on the Mini LED, with the cooperation of domestic well-known mobile phone manufacturers, can already mass production.

Huacan Optronics stated on the interactive platform that Mini LED is one of the company's active R&D and layout directions. It has advantages over OLED in display performance, power saving, etc., once used in mobile phones, TVs and other consumer electronics display technologies. Enabled, the chip demand will grow exponentially. At present, the company's Mini LED chip technology research and development and product production are actively promoting.

BOE A directly aimed at the next-generation display technology, Micro LED. BOE recently expressed on the interactive platform that Mini LED is one of the technologies that will show the development of new technologies in the future. However, the technology is not yet mature and will take some time. development of. However, it also stated that the company has carried out technical research on Micro LED and made some progress.

The Securities Times consulted Ruifeng Optoelectronics about the customer's situation. The other party stated that the name of the customer is still in the confidentiality stage. However, Mini LED products have been jointly developed with the head brands of Home Appliances and mobile phones. At present, the industry basically determines that Micro LED is the next-generation display technology. Mini LED and Micro LED technologies belong to the same technical route. From the perspective of customer feedback, television and mobile phone customers have positive attitude towards adopting Mini LED screen in the next step.

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 8th that the Ministry of Industry and Information Technology and the National Development and Reform Commission jointly developed the “Three-year Action Plan for New Type of Display Industry Beyond Development”, which will be released soon. In the next step, the Ministry of Industry and Information Technology will guide and support enterprises in accelerating the R&D of mass production technologies such as new backplanes, ultra-high-definition panels and flexible panels, and accelerate the research and deployment of forward-looking display technologies such as AMOLED microdisplays, quantum dots, printed OLED displays, and Micro LED displays. Technology route exploration and layout.

Tianfeng Securities recently released research reports that the world has been industrialized and at the critical point of industrialization of new display technologies mainly use OLED, QLED, Micro LED, upgraded LCD (such as Mini LED), etc., there is no choice of display routes Certainty. Firmly optimistic about the OLED trend, watched Micro, Mini and observed closely, OLED has been mass production in the full-size field and formed a good pattern and development momentum, Micro LED, QLED, Mini LED is also in a period of rapid development, the need for continuous tracking Breakthrough in core technology and production, heavy volume rhythm.

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