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Mirco LED: Another Breakthrough Opportunity for Chinese Manufacturers

time：2023-03-24 10:23:08 source：scripttoolbox.com author：Tablet PC

Mirco LED: Another Breakthrough Opportunity for Chinese Manufacturers

Whenever we mention high-end screens and the manufacturers behind them, Samsung, Sony, LG and other internationally renowned manufacturers always come first in our minds. Indeed, these manufacturers not only master various cutting-edge technologies, but also can quickly launch products equipped with new technologies . For example, Samsung recently launched a TV that uses Micro LED technology. The price of the 110-inch version has also reached an incredible 105W, which makes people feel that how many houses are worth more than 1 million TVs. what. Photo source: Samsung Jingdong flagship store is even more emotional. When foreign manufacturers have come up with products equipped with new technologies, domestic manufacturers are still tinkering with the technology of the previous generation or even the previous generation. Although the two are not comparable in terms of practicality (one is sold to mass consumers, the other is a pure show of muscles), but why can't our domestic manufacturers take a step forward? In fact, domestic manufacturers have achieved some success in the field of screens. Shenzhen Konka A, Huacan Optoelectronics, Zhicube and other companies already have Mirco-LED related technologies and will quickly apply them to related products. As the process of localization continues to accelerate, domestic screen manufacturers have ushered in the opportunity of rapid rise, and also have the opportunity to compete with Sony, LG, and Samsung in the future.

What is Micro LED, which can make domestic manufacturers overtake in corners?

Some readers may not understand the difference between TVs equipped with Micro LED technology and the traditional TVs we use every day. Here I will also briefly make a little popular science. As the latest generation of top-level display technology, Micro LED technology mainly has the advantages of high efficiency, high brightness, fast response speed, energy saving, small size, thinness and long life. In addition, with the blessing of ultra-high resolution, it can have More accurate color tuning. Compared with the current high-end OLED TVs, in terms of response speed, OLED can achieve microsecond-level response, but Micro LED can already achieve nanosecond-level response; in terms of contrast index, the contrast ratio of OLED is mostly 1000:1, while Micro LED can reach 100000:1, and the brightness can reach 1:100000 nits. In addition, Micro LED also has the characteristics of modular design, high-density integrated array, self-illumination of pixels, etc. In short, Micro LED display can be large or small, "small" can reach a 1.4-inch watch screen, "large" can reach several Thousands of square meters of commercial display large screen, the use is very wide. Photo source: Samsung Jingdong flagship store In short, compared with traditional TVs on the market, Micro LED TVs can be said to be the winners in all aspects, and the only disadvantage is that they are expensive. But everyone understands that the current production cost of Micro LED is extremely high, the production line is not mature enough, and there are very few manufacturers who have mastered this technology, but it is precisely because of this that Micro LED technology can have a broad market and extremely lucrative profits. Whoever has mastered Micro LED technology will be able to take the lead in the next five years or even longer. This is also one of the reasons why many domestic manufacturers have chosen to deploy and squat on the Micro LED track in recent years, and with the maturity of Micro LED technology, its application scenarios have also extended from TVs to various large-scale displays, commercial displays, and wearable displays. , AR/VR microdisplays, etc. Source: In terms of TVs in the official flagship store of Xiaomi JD.com, in addition to Samsung mentioned above, domestic Leyard and Lehman are also accelerating the deployment of the Micro LED consumer TV market, and further promoting the reduction of product costs and selling prices. Yang Fubao, an analyst at Bang Technology, said that "the cost of Micro LED this year has dropped significantly compared with the previous two years, and it has dropped by about 50% compared to last year." The most noteworthy of these is Ledman Optoelectronics. According to public information, Ledman Optoelectronics has launched three giant screen products using Micro LED technology as early as September 2021. And in terms of price, Ledman's products are much more cost-effective. The same 110-inch Micro LED product costs only 230,000 for the Ledman giant screen, which is less than 25% of Samsung's price. Source: Ledman JD.com official flagship store According to the official reports of domestic manufacturer Shenkonka, the key tasks of the company's semiconductor business in 2022 are: first, to realize industrialization and accelerate the promotion of Mini backlight, Mini direct display, Mini chip, Micro chip The industrialization of the four major optoelectronic technology projects; the second is to ensure that the R&D plan is completed on schedule; the third is to do a good job in the operation of the Yancheng packaging and testing project to realize the project can be replicated. And domestic manufacturers such as Huacan Optoelectronics, Vogel Optoelectronics, and Shentianma have also set up new projects for Micro LED, Ledman Optoelectronics, and Jucan Optoelectronics issuance project fundraising plans, etc. Micro LED technology, once thought to be out of reach, is gradually moving from commercial applications to broader consumer applications. There is no doubt that this is the result of the concerted efforts of the entire LED industry chain in the past few years. Although there are still many difficulties in the development of Micro LED, domestic related companies have increased their efforts in the deployment of Micro LED technology, and I believe that they will be able to achieve quite good results in the next few years. It is worth noting that in the field of Micro LED, even the giants in the field of foreign equipment still do not have the "absolute" advantage as when the LED industry first emerged. It can even be said that domestic equipment companies have a certain advantage. There are two main reasons for the counterattack: First, the application of Micro LED in the Chinese market is quite high, and many emerging industries have a large number of Micro LED gaps, which is the largest producer and the largest consumer market. In the early stage of application, enterprises have extremely high requirements on the equipment side's test response speed, cooperation in development, etc., and domestic enterprises undoubtedly have natural advantages in this regard. The second is the cost issue. As we all know, the application of new technologies is popular, and the price cost is the key. The cost of domestic equipment is still much cheaper than imported equipment. The price has become a weapon for domestic equipment to conquer the city. Driven by these factors, domestic Micro LED equipment is constantly entering the supply chain system of major manufacturers.

If you want to make Micro LED well, there are still many problems to be solved

Of course, you want to gain a firm foothold in this new field In fact, domestic manufacturers still have a lot of problems to solve. In addition, our start time is slightly later than that of foreign countries. If we want to overtake on a curve, we need to pay more attention to various problems that may be encountered on the road of development. The first is naturally the problem of process level. Because Micro LED adopts COB packaging technology and high-density integrated design, the yield rate in the production process is not high, and once the screen has a bad point, it cannot be repaired point-to-point or the cost of repairing the bad point is extremely high. This is a great test of the technology level, technical level and packaging level of the company's Micro LED technology and products. Picture source veer, the picture has been authorized. Secondly, the development of Micro LED technology is extremely dependent on the coordinated development of the upstream and downstream industries of the entire semiconductor industry chain. Once a problem occurs in one of the links, it will lead to manufacturers unable to produce products and market access. The emergence of a series of embarrassing situations such as products. Therefore, if the domestic Micro LED technology is to develop rapidly, it is necessary to improve the yield rate, reduce the cost and further consolidate the relationship between the upstream and downstream industry chains. However, for our mass consumers, it is still quite difficult to buy a high-quality and inexpensive Micro LED TV in the short term. We will wait until Micro LED technology solves the problems of yield and mass transfer, and the cost drops rapidly. After that, the domestic Micro LED market will usher in a huge development opportunity. In general, the entire domestic Micro LED industry chain has begun to take shape. With the support and promotion of more policies, I believe that the investment and market scale of Micro LED will continue to expand, and the mass production of Micro LED will accelerate. On the schedule, domestic manufacturers may be able to rely on this new technology to achieve corner overtaking.

(Responsible editor：Monitor)

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