Taiwan's major LED manufacturers are optimistic about three new applications, stimulating the price of blue LEDs.
Published Time:
2021-08-04
The shareholders' meeting of Taiwan's LED industry has been successfully concluded. Although the price of blue light LEDs is not optimistic, the price is expected to strengthen in the second half of the year due to the stimulation of new applications.
Taiwan's LED industry shareholders' meetings have almost all concluded. Although the price of blue light LEDs is not optimistic, prices are expected to firm up in the second half of the year, driven by new applications. Judging from the trends revealed by executives of Taiwanese LED manufacturers at the shareholders' meetings, small-pitch displays, high dynamic range imaging (HDR), and even Mini LED, a precursor to Micro LED, have all been identified as new applications for blue light LEDs.
Ye Yin Fu, chairman of Everlight Electronics, and Zhou Mingjun, general manager of Epistar, are both optimistic about the application of small-pitch displays. Epistar is actively promoting the mass production of Mini LEDs, targeting the small-pitch market. Currently, Epistar's ultra-high brightness quaternary LEDs are at full capacity, with part of the demand coming from related support.
Everlight is optimistic about the advantages of small-pitch products, including unlimited size expansion, high brightness, high contrast, and long lifespan. The company will continue to invest in R&D to develop smaller RGB display boards, further improving resolution and maintaining the competitiveness of small-pitch packaging.
As for Mini LEDs, manufacturers such as Epistar and Innolux have expressed their commitment to investment. The term "Mini LED" was coined by Epistar, which defines it as having a chip size of approximately 50-60 microns, between the 150 microns of small-pitch displays and the 15 microns of Micro LEDs, significantly smaller than the current 200-300 microns.
Epistar's active investment in Mini LED production aims to develop small-pitch displays and the HDR function in direct-lit LCD TVs. For Epistar, Mini LED is seen as a precursor to Micro LED, shortening the learning curve for future Micro LED mass production.
Regarding Micro LEDs, LED manufacturers believe that the future will be divided into two paths: US manufacturers starting with wearable devices and gradually moving towards mobile phones, while Asian manufacturers such as Sony will start with large-size TVs. Although there are still many variables, small-size applications in wearable devices and VR will mature first, while large-size products over 10 inches will take 3-5 years.
If Micro LEDs penetrate large-size products, Epistar estimates that a 40-inch TV, for example, would require approximately 24 million Micro LEDs, representing a huge market opportunity for LEDs.
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