Since the beginning of this year, Micro LED has frequently appeared in national and local government policy documents.
First, on March 31 this year, the Ministry of Finance, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the General Administration of Customs, and the State Administration of Taxation jointly issued the In the "Notice on the Development of Import Tax Policies", Micro LED display devices are included for the first time, and the state has increased industry support in taxation. According to the "Notice", from January 1, 2021 to December 31, 2030, it was decided to import key raw materials and spare parts for the new display industry (including Micro-LED) and cannot produce or meet the performance requirements. The production raw materials and consumables required for self-use are exempted from import tariffs.
Then, since July this year, in the "14th Five-Year" planning strategy for the manufacturing industry issued by many provinces and cities across the country, they have specifically proposed to support the development of new Mini/Micro LED display technologies. For example, the "Fourteenth Five-Year Plan for the High-Quality Development of Manufacturing in Guangdong Province" pointed out that it will focus on supporting the development of new display technologies such as OLED, AMOLED, Micro LED, QLED, printed display, quantum dot, flexible display, and graphene display; The "Fourteenth Five-Year Plan" for the high-quality development of Chongqing's manufacturing industry (2021-2025) pointed out that the promotion of Micro LED technology route panel enterprises to accelerate the pace of engineering and industrialization; "Fujian Province's "14th Five-Year" manufacturing "Special Development Plan" pointed out that it is necessary to guide key enterprises to accelerate development, focus on the research and development layout of new display technologies including Mini/Micro LED, and accelerate the promotion and application of Mini/Micro LED technologies in mobile phone screens, computer monitors, automotive displays and other fields ; "Shandong Province's "14th Five-Year" Strategic Emerging Industry Development Plan" pointed out that to accelerate the deployment of photoelectronics and next-generation information display, Micro LED/OLED-based display sensor integration related devices and circuit technologies are required. In addition, Beijing also pointed out in documents related to the "14th Five-Year Plan" that it will break through the new generation of display technologies such as Micro LED and high-brightness lasers.
From the policy intensity and intensity, it is not difficult to find that the industrial development of Micro LED has been put on the agenda. Since the beginning of this year, the display panel industry has gradually returned to the growth track, and various display technologies have also obtained development opportunities. Micro LED, as a hot spot in the next generation of new display technologies, is also the goal of various display panel companies vying for the first layout, which has driven the rapid development of the Micro LED industry.
Renowned display: Micro LED micro-display chip has achieved mass production
Recently, Shanghai Xianyao Display Technology Co., Ltd. (hereinafter referred to as "Xianyao Display") completed hundreds of millions of yuan in pre-A round of financing. Investors in this round include Painuo Capital, Samsung Venture, Peking University Jade Bird Huanyu, Anhui Innovation Valley, and Kaifeng Capital. The original shareholders and management continued to increase their holdings.
Xianyao Display was established in 2015. The company’s official website shows that the company’s Micro LED micro-display chip has been mass-produced, which is different from most "mass transfer" technical solutions on the market. Display devices, focusing on the R&D and production of micro-displays below 0.5 inches; mainly provide products and solutions for near-eye display AR, MR, head-up display, micro projector 3D printing exposure and other applications.
According to reports, Xianyao Display is committed to the development and production of Micro LED chips and panels. The products have high light efficiency, high brightness, high frame rate, high reliability, low cost, and small size. They are the next generation of new information display products. The indispensable core component of the product can cover 70% of the near-eye display application market.
At the same time, Lu Qingyuan, the founding partner of Parno Capital, said that we are very optimistic about the core position and technological advantages that AR technology has played in the industrialization. In the near-eye display technology of Micro LED, it has demonstrated Superman's courage and excellent technical ability. It confronts international opponents head-on, adopts a completely independent research and development technology path and successfully realizes mass production.
Samsung Electronics: Launched a new Micro LED The Wall IWA display module
Samsung Electronics recently announced the launch of a new Micro LED The Wall IWA display module, which provides upgraded performance and a thinner profile compared to existing displays. Samsung Electronics installed the first such monitor in its Suwon office, which has a 1000-inch screen with 8K resolution.
Samsung said that the LED chip used in the new module is 40% smaller than the current model. Considering the current chip size is about 100μm, the new module may be about 60μm. The new display supports 120Hz refresh rate, 8K resolution, 1600 nits brightness and a new enhanced AI processor.
"Micro LED shows the road to the future of high-resolution display technology, and we at Samsung are convinced of this," said SoungHyun Oh, CE Display Product Manager of Samsung Electronics Co., Ltd., "The Wall 2021 is our most immersive and Versatile display. The company has the opportunity to display content in an area of up to 1,000 inches in 8K format in the environment it needs. The display even supports a horizontal resolution of up to 16K (15,360 x 2,160 pixels). )."
The modular structure of The Wall allows flexible shapes to adapt to each room. In addition to the usual 16:9 format, concave, convex, oblique or L-shaped installations can also be installed. Thanks to the new wireless docking station connection and the half-deep enclosure, installation is easier than before. Factory seam adjustments can also save time: now each individual module can be adjusted in parallel during the entire installation process to adapt to the environment, rather than individually.
Currently, Wall 2021 provides three versions: 1.2 mm (model name: IW012A) and 1.6 mm pixel pitch (model name: IW016A) models will be available to corporate customers through Samsung's distribution partners in August 2021. Wall with a pixel pitch of 0.8 mm is expected to be available in the first quarter of 2022.
Lehman Optoelectronics: Micro LED technology is accredited by Guangdong Engineering Technology Research Center
According to Lehman Optoelectronics, the Guangdong Micro LED Ultra HD Integrated Packaging and Display Engineering Technology Research Center built by the company has recently been included in the 2021 Guangdong Engineering Technology Research Center recognized list.
According to Lehman Optoelectronics, the Guangdong Micro LED Ultra HD Integrated Packaging and Display Engineering Technology Research Center established by the company takes the national "5G+8K" strategy as an opportunity to develop the advanced COB packaging technology based on the development needs of the ultra HD video industry. Explore enterprise research institutions that focus on the research and development of Micro LED ultra-high-definition display applications.
On August 26, Lehman Optoelectronics stated in a survey that the company's semi-annual net profit has improved significantly, mainly due to the increase in operating income. The main driving force for the increase in operating income is the Micro LED ultra-high-definition display based on COB technology. The product's market share at home and abroad continues to increase.
In the first half of the year, Ledman's COB technology-based Micro LED ultra-high-definition display business achieved total revenue of 196 million yuan, accounting for 34.51% of total revenue, an increase of 147% over the same period last year. Among them, COB shows that domestic income has increased by 177% compared with the same period of last year, and COB shows that international income has increased by 32% compared with the same period of last year.
Lehman Optoelectronics stated that the company's Micro LED products based on COB technology have obvious advantages in the field of large-size ultra-high-definition professional and commercial displays with large sizes above 100 inches. In the future, as costs continue to decline, they are expected to enter the home display market such as home theaters. It is expected in the next three years. In China, Micro LED demand will be released quickly.
In the future, Lehman Optoelectronics will continue to increase R&D investment to further promote the company's ability to improve independent innovation and improve product core competitiveness.
Ruifeng Optoelectronics: Investment of 1.5 billion, Mini / Micro LED production base landed
On July 24, the groundbreaking ceremony of Hubei Ruihua "Mini/Micro LED New Display Industrialization Project" was launched in the Gedian Economic and Technological Development Zone, Ezhou, Hubei.
According to reports, over 200 mu of state-owned construction land was requisitioned for the first phase of the Hubei production base project, with a total construction area of about 270,000 square meters. The first phase of the project will add about 68.022 acres of land, with an estimated total investment of about 1.5 billion yuan, a construction period of 12 months, and a construction area of about 72,200 square meters.
The first phase of the project will implement three major projects: full-color LED packaging expansion, Mini LED backlight packaging production, and Micro LED technology research and development center. It is expected to form an annual output of 10105KK full-color LED packaging products and 20 million Mini LED backlight packaging products after full production. Production capacity, the establishment and operation of the Micro LED technology research center, the project can achieve annual operating income of more than 1.3 billion yuan after the completion of the project.
After the construction of the Hubei base starts, on the one hand, Ruifeng Optoelectronics will greatly increase the scale of production capacity; on the other hand, Ruifeng Optoelectronics will make better use of local industrial advantages and resources, including Sanan Optoelectronics, Huaxing Optoelectronics, Tianma Microelectronics, In the optical core screen industry chain such as BOE, it will give better play to the industrial synergy and enhance its comprehensive competitiveness.
At this stage, Ruifeng Optoelectronics MiniLED backlight products have been introduced into smart TVs, computers, PAD, automotive, medical, ultra-high-definition 8K display and other application fields. Some products have been delivered in batches, and more will use Ruifeng Optoelectronics MiniLED backlights. Technical end products are launched. MiniLED direct display part and some Ruifeng Optoelectronics products are also about to be delivered in batches.
In general, on the eve of the outbreak of Mini LED backlight demand, the official start of Ruifeng Optoelectronics Mini/Micro LED production base means that more new production capacity is about to be released, and Ruifeng Optoelectronics will be able to respond more quickly in the future. Increasing market demand.
Jufei Optoelectronics: Intensified the research and development of Mini/Micro-LED products, invisible light and other new products
Recently, Jufei Optoelectronics released the 2021 semi-annual report. It is pointed out that, in order to actively carry out emerging technology reserves and patent layout, the company has increased the research and development of new products such as Mini/Micro-LED products and invisible light.
It is understood that Jufei Optoelectronics MiniLED products provide three solutions: POB/COB/COG. Last year, it has realized small-volume supply. The large supply is mainly MiniLED backlight products for TV. At present, Jufei Optoelectronics is also cooperating Customers supply in bulk. For Micro LED, the current technology research and development reserves and cooperation with key manufacturers are progressing smoothly.
In the invisible light part, Jufei Optoelectronics has been recognized by many smart wearable first-line brands and has made important breakthroughs in the field of smart sensors. VCSEL products have been applied in consumer electronics, laser sensing, security monitoring and other industries, and are expected to become new profit growth points. . In addition, Jufei Optoelectronics also has certain technical reserves in the field of UV/IR LEDs and supplies to customers.
