Vehicle display | 30 billion investment in one year, next year will be a key year for micro led indu
&Nbsp; & nbsp; & nbsp; self luminous, high brightness, long-life micro led, which can realize transparent and flexible display, free splicing size and shape. According to LED inside statistics, in 2019, the planned investment in micro LED related industries driven by enterprises is close to 30 billion yuan.
&There are rumors that Samsung Electronics is considering investing in factories and equipment to expand micro LED production in the first half of next year. According to the trend of enterprises in mainland China, Taiwan, Japan and South Korea, next year will be a key year for micro led industrialization breakthrough. In order to develop micro led in China, we need to learn from the lessons of LCD industry. Only when the upstream and downstream cooperate and focus on breakthrough, can we break the bottleneck of industrialization, and at the same time, avoid full bloom and homogeneous competition.
&According to the report on Key Technologies of micro led next generation display 2019 by gibon consulting, the layout of micro LED technology of major manufacturers in the world starts from patents, and Sony, Kerui and other manufacturers are the earliest. Samsung and Sony have both launched large-scale micro led commercial displays.
&Taiwan, China has formed a relatively complete micro LED R & D industry chain, with a number of micro led transfer technology semiconductor companies such as mikro mesa and kuchuang technology. Taiwan's leading panel company, Youda, is working on small and medium-sized micro LEDs. In August this year, it has displayed two 12 inch vehicle mounted micro LED displays.
&At present, the technical reserve of micro LED is becoming more and more mature, but it still faces the problem of upstream and downstream collaboration in the industrial chain. Therefore, most of the manufacturers are in a wait-and-see state, hoping that the leading enterprises will first complete the exploration of market development and mass production experience.
&As the outpost of micro led, mini LED has made the first breakthrough.
&In an exclusive interview with the media, Chen Yanshun, chairman of BOE, said that in 2020, BOE's Mini LED products with glass substrates will be on the market. BOE has accumulated technology in both LED chips and glass backboards. In order to overcome the difficulty of massive transfer technology, BOE also established a joint venture with Rohini of the United States. At the same time, BOE is also doing research and technical reserves related to micro led.
&In August this year, TCL Huaxing photoelectricity released mled Obsidian screen with mini LED dynamic backlight. TCL's LCD TV with mini LED backlight is available in North America this autumn. Xie Xiangwei, director of the new display technology department of TCL Industrial Research Institute, said that the mini LED has matured from chip to application, including backlight and direct view display, and will be gradually commercialized. As for the industrialization of micro led, it is still difficult to solve the problems together with LED, panel and equipment manufacturers.
&According to the announcement, Sanan optoelectronics has signed a total investment of 12 billion yuan in the industrialization project of mini / micro LED display chips in Hubei Province, and a total investment of 10 billion yuan in the semiconductor micro display screen and intelligent terminal production base project of China overseas holding group. Zhouming technology announced that it plans to invest about 2.2 billion yuan in the construction of intelligent manufacturing base project in Guangdong Province Zhaochi Co., Ltd. also announced that it plans to build red and yellow LED extension, chip and mini / micro led projects in Jiangxi Province, with a phase I investment of 1 billion yuan and a planned operation in 2020.
&In contrast, vicino and Shenzhen Tianma have more efforts on small and medium-sized micro LEDs. In May this year, the 7.56-inch transparent color micro LED display developed by Shenzhen Tianma and Xi Chuang won the prize at Sid. Ding Yuan, director of Tianma microelectronics advanced technology research institute, said that the 118 inch micro led recently released by Konka sold for 1.68 million yuan, and the 236 inch led sold for more than 8.88 million yuan. At present, micro LED is not the best choice in the field of mainstream consumer goods. Tianma's Micro LED will be mainly developed in vehicle, focusing on flexible display, transparent display, central control splicing display, etc. In the age of 5g automatic driving, micro LED will bring more sense of technology.
&Wang Chenggong, director of the future display research project of vicino, believes that the first stage is the breakthrough of micro LED applications. Smart watches and super large micro LED displays, such as apple watches, Samsung, Konka and Chuang have launched super large micro led samples; the second stage will be from 2021 to 2024, MI, such as large TV, medium car and AR / VR Cro LED products will be launched; in the third stage, maybe 10 or 15 years later, micro LED will penetrate into full-scale, full scene display applications. For micro LED applications, vicino is first optimistic about smart watches and second optimistic about car display.