Taiwanese LED manufacturers are optimistic about three new applications to stimulate the price of blue LEDs
Taiwan's LED industry shareholders meeting has almost been held. Although the price of blue LEDs is not optimistic, under the stimulation of new applications, prices are expected to be weak in the second half of the year. Judging from the trends released by the leaders of various LED manufacturers at the shareholder meeting, small-pitch displays, high dynamic range imaging (HDR), and even Mini LED, the predecessor of Micro LED, have been selected as new applications for blue LEDs.
Ye Yinfu, chairman of Everlight, and Zhou Mingjun, general manager of Jingdian, are both optimistic about the application of small-pitch displays. Epistar actively promotes the mass production of Mini LEDs, aiming at the small-pitch market. At present, Epistar’s ultra-high-brightness quaternary LEDs are fully loaded, and part of the demand also comes from related support.
Everlight is optimistic about the advantages of small-pitch products that can be expanded infinitely in size, high brightness, high contrast, and long service life. The company will continue to invest in research and development resources, develop smaller RGB display boards, and continue to improve resolution. Maintain the competitiveness of small-pitch packages.
As for Mini LED, Jingdian, Innolux, etc. have already expressed their investment. The term Mini LED is named after Epistar, and Epistar defines it as: the chip size is about 50-60 microns, which is between 150 microns for small-pitch displays and 15 microns for Micro LEDs, which is much smaller than the current 200-micron chips. 300 microns.
Jingdian actively invests in Mini LED production, just to develop the HDR function in small-pitch displays and direct-lit LCD TVs. For Epistar, Mini LED is regarded as the predecessor of Micro LED, which will shorten the learning curve for the mass production of Micro LED in the future.
As for Micro LED, LED manufacturers believe that the future will be divided into two paths. American manufacturers start with wearable devices and gradually develop mobile phones, while Asian manufacturers such as Sony start with large-size TVs. Although there are many variables, small-size applications on wearable devices and VR will mature first, and large-size products over 10 inches will take 3 to 5 years.
If Micro LED penetrates into large-size products, Epistar estimates that taking a 40-inch TV as an example, about 24 million Micro LEDs will be needed, which is a great outlet for LEDs.
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