The Taiwan LED driver IC factory will accumulate the Mini LED backlight driver IC in the fourth quarter of this year, and will start mass production in the first quarter of next year. The market has spread, accumulation has entered the mobile phone supply chain, and is working with a number of landline mobile phone manufacturers, is expected to have more opportunities to take more orders next year.
Micro LED technology is hailed as a new generation of display technology, which is expected to replace the relatively mature LCD panel. The reason is that the Micro LED has spontaneous rotation, so there is no need for a backlight module, and it has the advantages of low power consumption, lightness and thinness, and the contrast is better than OLED. However, due to the difficulty of the huge transfer technology of Micro LED, the Mini LED will be the first to be seen. At the end of this year, it is expected to see new product information from major manufacturers.
At the beginning of this year, the market came out. The landline mobile phone brands such as Huawei, OPPO, Vivo and Xiaomi intend to introduce Mini LED technology on the new machine launched next year. Not only that, but Apple is also actively developing Micro LED technology, symbolizing the new generation of panel technology. It is gradually taking shape.
According to the supply chain, the cost of the Mini LED module is about 2 to 30% higher than that of the LTPS panel module, but it is still lower than that of the OLED, and the supply capacity of the Mini LED is sufficient, and there is no problem of limited supply of OLED panels. Therefore, many landline mobile phone operators are active. In the layout of the Mini LED products, I hope to make a difference in the function of the mobile phone.
Accumulation has previously worked with ITRI in Mini/Micro LED technology, and after a period of work, the results will begin to grow explosively at the end of the year. The legal person said that the accumulated Mini LED technology has entered the mobile phone supply chain, and the Mini LED backlight module driver IC will start mass production at the end of this year and will be produced in the first quarter of next year.
Not only that, the legal person pointed out that the accumulation has sent samples to the mainland mobile phone brands, and is now in the design in stage, the fastest news is expected by the end of this year. In addition to the layout of the mobile phone market, and also in cooperation with customers in the field of wearable products, virtual reality wearing devices, etc., there will also be an opportunity to receive orders next year.
Accumulation announced that the consolidated revenue in April this year reached 277 million yuan (NT), a monthly increase of 3.9%, rewriting a single monthly high.
In addition, the crystal mini LED will also gradually increase in the second half of this year, and the demand for quaternary LED will increase quarter by quarter, which will help compensate for the Blu-ray competition gap. In addition, in the future, Jingdian is expected to master the related applications of the three and five ethnic groups, including passive components, power semiconductors and LED lighting applications, etc., which will help to get rid of the Red Sea competition in the LED industry.
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