Mini LED tablet computers have suffered setbacks, but new plans for laptops have been put in place.
Cars, TVs, and large displays add momentum to Mini LED.
Micro LED's new factory will be installed by the end of the year and will be put into production and samples will be sent in Q1 next year.
The second wave of Micro LED production expansion is being planned, with 10,000 sets in two years.
Fan Jinyong, chairman of Epistar Optoelectronics, a subsidiary of the major LED manufacturer Fuji Group, pointed out that this year is generally better than the previous quarter. Although the consumer electronics market is still unclear, the demand for backlight applications is recovering due to the stabilization of the panel boom.
As for Mini LED, although it has been frustrated in tablet computers, new cases for notebook computers have come in. In addition, the demand for Mini LED from TVs and large displays will also take off rapidly. As for automotive applications, which are affected by the mainland Chinese market, it is tentatively estimated to be flat this year.
Regarding Micro LED, Fan Jinyong explained that the progress this year has been very smooth, but it has not yet been commercialized. It is still in the promotion process. The market atmosphere is getting hotter and the direction is clear. The expansion progress is proceeding as expected, and the new factory plan is expected to be determined in the second half of the year.
The new 6-inch Micro LED production line currently under construction is expected to be installed at the end of this year and officially put into production early next year. The initial planned annual production capacity is 5,000 sets/RGB. If everything goes well, we will send samples to customers for certification in the first quarter of next year, and then wait for customer mass production.
The second wave of production expansion plans are still being planned. It is expected that the total monthly production capacity of 6-inch Micro LED will reach 10,000 sets/RGB in two years. Fucai is expected to hold a corporate briefing in early May, at which time it will provide more views on the prospects of Micro LED and the company's operating conditions.
For Mi The cost of cro LED is still relatively high at this stage. Su Fengzheng, chairman of Longda Electronics, a subsidiary of the Rich Collection Group, said that cost reduction requires many efforts. More people invest, equipment upgrades, and the speed of large-volume transfers will all drive down costs. At present, the industry can transfer up to 10,000 pieces per second. It is expected that the speed will be faster in half a year, and may reach 100,000 pieces per second in the future.
Information source: MoneyDJ
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