Micro LED mass production is still subject to equipment, Sanan Optoelectronics confirmed two years ago involved in research and development

Yiguang Electronics held a shareholder meeting on the 16th. Chairman Ye Haofu said that the mass production bottleneck of the new generation display technology Micro LED is stuck in precision machinery and equipment. It is estimated that the equipment will mature within 5 years and may be applied to wearable devices or mobile phones.

The new generation of display technology Micro LED attracts attention from Apple, Sony and the global display supply chain. According to Ye Weifu's observation, LEDs are the most energy-efficient in terms of LCDs, OLEDs, etc., and can be saved if applied to wearable devices or handheld devices.

However, Ye Weifu believes that the mass production bottleneck of Micro LED is mainly stuck in precision mechanical equipment, not the problem of LED. As long as there is equipment, it can be packaged. At present, the production speed of the first generation equipment is not fast enough.

He said that some manufacturers have already made Micro LED applications, but now the cost is absolutely high. Everyone uses various methods to make them. It is not a normal production equipment. It is more likely to be used in wearable devices or mobile phones.

As for whether Micro LED can become the mainstream? Ye Haofu believes that it is a cost problem, especially for precision machinery and equipment. If the production speed can be improved and the equipment depreciation cost is reduced, there is an opportunity to become the mainstream, but it is still unpredictable.

The head of the Swiss semiconductor equipment manufacturer Evatec said that for the Micro LED process, the semiconductor equipment level is required to achieve zero defects. In terms of Micro LED technology, brightness is not the most important requirement. The main goal is to achieve zero defects and improve production yield.

At present, there are already LED chip extension companies in China's R&D layout. Recently, Sanan Optoelectronics said in response to investors' questions that Micro LED is the key development direction in the future. The company started research and development in a year or two.

In addition, there are many large foreign companies and startups currently developing micro LED technology for display applications: from LED manufacturers such as Nichia or Osram to panel makers like Sharp, and such as Apple or Facebook/Oculus. Waiting for such a business.

According to industry insiders, although there are many technical bottlenecks, some manufacturers focus on the development of micro LED display products, and it is expected that trial production will begin as early as the second half of 2017.

Apple has been keen to develop micro LED technology since its acquisition of LuxVue in 2014. Recent market speculations also indicate that Apple is likely to launch a small number of micro led display products at the Taoyuan plant in northern Taiwan before the end of the year.

Sources pointed out that Taiwanese startup PlayNitride, which may be acquired by Samsung Electronics, is expected to install micro LED products in the second half of 2017 to produce production lines.

PlayNitride has adopted a transfer method for mounting micro LED chips on TFT (Thin Film Transistor) substrates, and the company has been working to increase the output of its RGB micro led display.

PlayNitride said it expects to work with end-equipment manufacturers to adopt its micro-LED technology for product design and development in 2018, which may pave the way for mature products including VR/AR, smartphones and TVs to be launched in 2019.

This year, the popularity of the field has attracted more and more participants. Recently, Foxconn announced plans to acquire display technology startup eLux for the next generation of micro LED display technology through four subsidiaries (including Sharp) for US$27.03 million.

The acquisition also made Foxconn embark on the fast lane of commercialization of micro LED technology.


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