Micro-LED technology is not yet mature and takes a long time to develop
BOE A (000725) responded to investors' questions on the panoramic network investor interaction platform on Monday, saying that Micro-LED is one of the most competitive technologies for the development of new technologies in the future, but the technology is not yet mature and it takes a long time. development of. Of course, the company will continue to focus on the next generation of display technology.
Since the second half of 2016, the concept of Micro LED has become a heterosexual player who has stirred up the next generation of OLED-driven display. So what is the prospect of Micro LED? In the tide of Micro LED, who is working hard, who is watching the fire across the bank, who is stealing the whisper?
It is undeniable that in the concept of Micro LED, the biggest sound is Apple. Apple Watch 3 will use the Micro LED display panel news, which is the biggest "excitement point" in the industry.
Indeed, Apple has purchased the Micro LED research and development company LuxVue for a large price, but that was the case in 2014. To this day, Apple has not come up with "available samples."
This year's Apple iPhone 8 OLED panel will be exclusively supplied by South Korea's Samsung, and the export orders will be as high as NT$100 billion. Therefore, if Apple has already deployed Micro LED technology for mass production, it will mean Samsung Electronics' OLED order of NT$100 billion, after 2018. Will face great risks. On the other hand, South Korea's Samsung, which currently ranks among the world's leading OLED panel technologies and production capacity, has long placed Micro LEDs.
According to Korean media reports, Samsung Electronics plans to invest about US$150 million (nearly 4.6 billion Taiwan dollars) in order to lay out the next generation display technology Micro LED, and buy Taiwan's new startup, PlayNitride, which specializes in developing the technology.
Although Samsung's acquisition of Micro LED factory's news has been rumored, but as the world's largest display giant, but also LED product manufacturers, Samsung said that it is obviously not normal to pay attention to Micro LED.
The industry has reported that Apple intends to introduce Micro LED, which prompted Hon Hai Group to decide to invest in the research and development of Micro LED. In the second half of last year, it was approved by Chairman Guo Taiming.
In May of this year, Hon Hai Group began to launch a new generation of display technology Micro LED. In order to prevent Samsung and Apple from continuing to lead in research and development, it is estimated that it will save NT$800 million through its venture capital company, Innolux, and Sharp. Together with four companies including its LED packaging factory, Rongchuang Technology, it will acquire all the shares of American startup eLux and strive to commercialize Micro LED technology.
Hon Hai pointed out that the Group has plans to use resources for relevant investment in the application and development of new technologies. It is hoped that by technology mastery, it will lay the foundation for market advantage.
In addition, many media pointed out that LED manufacturers such as Jingdian, Ronda, Osram, Nichia, CREE, and Sanan all said they are doing Micro LED research and development.
However, the strength of this support group is mainly concentrated in the layer of LED light crystals. The manufacture of ultra-miniature LED illuminating crystals (10um level) is one of the most mature parts of the entire Micro LED industry chain.
That is, LED factories can use existing equipment technology and R&D laboratories to successfully develop white and colored crystal particles required for Micro LEDs without increasing investment. The position of these LED epitaxial wafer industry companies on Micro LED is similar to Merck, Sumitomo Chemical, and Mitsubishi Chemical's position in the OLED industry.
In summary, the Micro LED camp presents a decentralized basic state. And the news of the giants is second-line, lacking the macro-level statement of the strategic layer. As an active LED crystal company, “there is not much investment and effort required†and “it is not difficult to be responsible for the industrial chainâ€. This directly determines that Micro LED is a “shrimp dragon dance†industry, lacking a large-scale, fast-marketing leader.
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