The hottest LED industry enters structural adjustm

2022-08-22
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LED industry enters structural adjustment. Mini led development has attracted attention

the LED industry in Chinese Mainland has developed rapidly in recent ten years. When the growth rate of production capacity exceeds the growth rate of demand, the LED industry has fallen into severe structural adjustment. Due to the addition of new production capacity in Chinese Mainland this year, it is expected that the pressure of oversupply in the LED industry will continue in 2019. At present, the industry is optimistic about the development of small spacing LED display screen, mini led, vehicle lighting and other related applications. Among them, mini led, which marks the new generation of display technology, is particularly attracting attention

most of the LED supply chain manufacturers in the mainland and Taiwan have invested in the technological development of mini LED related products and laid out micro LED technology in advance. In Chinese Mainland, in addition to San'an optoelectronics, Huacan optoelectronics, Guoxing optoelectronics, Jingtai optoelectronics and other LED manufacturers, BOE, the leader of continental panel, also announced at the beginning of this year that it would establish a joint venture with American rohinni to jointly develop micro led solutions in the future

Taiwan factories accelerated the layout of mini led, and the contribution increased gradually in 2019

in Taiwan, LED epitaxial/Crystal giant crystal optoelectronics officially mass produced Mini led for E-sports display and E-sports laptop panel backlight in the second half of 2018, and launched RGB Mini led for ultra-small spacing display screen. It is expected that the shipment scale is expected to be enlarged after the second quarter of this year, and the contribution from mini LED products is expected to increase in the second half of this year

Longda electronics, a leading manufacturer of Youda optoelectronics, also began mass production of mini LEDs in the third quarter of 2018. At the initial stage, it also focused on E-sports displays and notebook computer screens. This year, it will further launch new products. The application end will expand from E-sports application products to on-board panel backlighting, and accelerate RGB Mini LED display (2) the results of molding pressure and mold design safety may be very different Commercialization of the display module when conditions such as temperature are bad. It is estimated that the revenue proportion of mini LED products may reach about 5% or higher this year

LED manufacturers that also have the resources of the group's panel factory also include LED grain factory, optical technology and LED packaging factory rongchuang, which is invested by group optoelectronics. Among them, after Guangxing completed the re-election of directors and supervisors in June 2018 and was stationed by Hon Hai Group's rongchuang energy technology, it has accelerated the investment in mini led/micro led research and development. It is reported that relevant products have been shipped in small quantities by the end of 2018. The benefits of the mini led new product of rongchuang are expected to start fermentation in the first half of 2019

in addition, Hongqi, an LED packaging factory, has a certain career foundation in the LED display screen in the past, so the company has not been absent from this wave of mini led development trend. Its mini LED backlight has entered the e-sports display supply chain, and the display screen application takes the lead in the high-end commercial display screen with the self-developed 4-inch 1 RGB Mini led. It is estimated that the proportion of mini LED products in revenue this year is expected to increase to more than 10% from less than 3% last year

backlight/display screen attack together, and the development of mini LED has attracted attention.

Mini LED can be applied to panel backlight as well as display screen. It is also regarded as a transitional technology that may connect with the new generation of display technology micro led, so its development has attracted much attention. At present, the industry has no consensus on the definition range of mini led and micro led, but from the general LED grain size of about 1 mm (mm), the so-called Mini LED grain size is between micrometer, μ m; 1 mm mm = 1000 microns μ m) The grain size of micro LED is at least 100 microns μ M below, some manufacturers believe that the grain size should be less than 60 microns. 3. The so-called low-cost and fake aluminum alloy cables flooding the market can be called micro l pressure relief ed when the maximum pressure is reached

mini LED as panel backlight can realize independent control of multi area backlight, improve the contrast and brightness of LCD screen, and optimize visual experience. Although the cost is high at this stage, in high-end special application markets such as high-end E-sports displays and E-sports notebook computers, relevant products have been introduced since the end of 2018, and it is expected that more new models will be adopted in the second half of 2019

when Mini LED is used for display screen, it is equivalent to LED particles and small spacing LED display screen with smaller spacing. Small spacing LED display screen has the advantages of seamless, high brightness and so on. In recent years, it has developed rapidly in various large-size public display billboards and commercial display applications. Samsung has also launched 406 inch super led movie screen

policy support, the LED industry in Chinese Mainland is growing at a high speed

thanks to the government's MOCVD subsidies and the ten city ten thousand lamp project and other policies, the LED industry in Chinese Mainland has experienced rapid growth in the past decade, and the scale of production capacity has also been rising. According to the data of China CSA national semiconductor lighting engineering R & D and Industry Alliance, the total number of MOCVD machines in Chinese Mainland reached more than 1900 in 2018, an increase of more than 200 over 2017, with an annual growth rate of more than 10%. Due to the continuous procurement of equipment in 2018, it is estimated that China's LED production capacity will have a double-digit increase in 2019

in addition, according to ledinside, the total production capacity of LED Lei chip manufacturers in Chinese Mainland reached 11.2 million pieces/month (equivalent to 2-inch Lei chips) by the end of 2018, with an annual increase of more than 30%. It is expected that the production capacity of LED Lei chips in Chinese Mainland will increase by another 1.4 million pieces/month (equivalent to 2 inches) in 2019, with an increase of more than 10%. The continuous increase of production capacity in Chinese Mainland will continue to cause led price pressure

with the substantial expansion of production capacity, the growth rate of production capacity exceeding the growth rate of demand, the increase of manufacturers' inventory, the continuous decline of LED prices, and the adjustment of industrial structure, most manufacturers in the industry are facing a severe test of survival, actively looking for the next generation of new applications, hoping to effectively remove inventory and restart vitality

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