SAN 'an, Hucan and other 8 chip manufacturers Mini LED latest dynamic list
2021.11.26
The end of the year is approaching, although the Mini LED market has not yet exploded on a large scale, new products of big brands at home and abroad have arrived as expected, and some application fields are even called "surprises", such as the application of Mini LED in VR headset. The industry has pointed out that the Mini LED market still has a huge demand potential, and the further maturity of technology will eventually drive down the cost, thus promoting the penetration of Mini LED into various application markets.
From the perspective of the industrial chain, materials, equipment, chips, packaging, modules, panels, displays and other links have been ready "firepower", enough to respond to the current Mini LED market demand. At the same time, relevant manufacturers are seeking further breakthroughs on the basis of existing technology reserves to promote the application of products.Take the chip link as an example. In terms of capacity, the expansion projects of various enterprises are progressing steadily, and some projects have released new capacity. In terms of products, the proportion of Mini LED products gradually increased, and the application continued to expand; In terms of customers, most manufacturers have entered the supply chain of well-known terminal brands and started to reap dividends. The specific progress is as follows.By the end of the third quarter, part of the production capacity of Hubei Mini/Micro LED chip industrialization project of SAN 'an has been put into production, and the product shipments are increasing month by month. At the end of September, SAN 'an announced that it had raised no more than 7.9 billion yuan and increased the construction of Mini/Micro LED project in SAN 'an, Hubei province. As the project goes further into production, larger new capacity will gradually be released.At present, The Mini LED chip of SAN 'an Photoelectric has entered the Mini LED TV, laptop and other product supply system of Samsung, Apple, TCL and other brand giants. With the vigorous promotion of the brand end, the product shipments are expected to increase month by month. As a chip supplier, SAN 'an Optoelectronics will further improve the revenue scale and profitability of Mini LED.In the first half of this year, Hucan Photoelectric Mini LED production expansion project has completed 50%, the new capacity is gradually released. Recently, Hucan Optoelectronics and China Merchants Bank signed a strategic cooperation agreement, which means that hucan optoelectronics' capital needs will be more effectively guaranteed, which can support its more smoothly promote the construction of production expansion projects, and rapidly expand the capacity of Mini LED and other high-end products.In terms of application, according to public information, at present, The Mini LED backlight chip products of Hucan Optoelectronics have entered the supply chain of Huawei, Skyworth, Lenovo, BOK, Innolux and other brands, and the application scenarios cover TV, laptop, e-sports display, car central control screen and ultra HD display. In the future, there will be more terminal products equipped with Hucan Mini LED chips. By the end of the first half of the year, Hucan photoelectric's Mini LED product sales increased 140% year on year.Gather the downtown photoelectricJucan's high efficiency LED chip production expansion project is also under intense and orderly progress, with the current monthly production capacity of 1.6 million pieces, which is expected to increase to 1.8 million pieces by the end of the year. The new production capacity includes Mini/Micro LED, automotive lighting, high power and other high-end LED chip products.Recently, Poly can photoelectric in investor activities revealed that Mini LED production capacity release is still in the planning stage. At present, poly can photoelectric on the one hand constantly adjust the existing product structure, in order to improve the product price; On the other hand, the transformation and purchase of appropriate machinery and equipment to expand the new capacity. As the raised funds project goes into production, Mini LED capacity will enter the release period.As for products, Jucan will launch Mini LED and other high-end LED chip products in a short period of time. Technically, Jucan photoelectric mainly through improving the process, reduce the production cost, and strengthen the customer layout, to speed up the batch supply of Mini LED products. At present, Jucan photoelectric technology reserve is perfect, has reached cooperation with several important mainstream backlight display or backlight module factory packaging customers, a number of products have passed customer verification, can be mass production at any time.In August this year, The Mini/Micro and high light-efficiency LED chip customization project of Ganzhao Optoelectronics was accepted. After the completion of the project, the total annual production capacity of Mini LED backlight, Mini LED GB, Micro LED chip and high light-efficiency LED chip will be added to 6.36 million pieces.In terms of products and technologies, GPV continued to optimize and improve the yield and reliability of Mini LED products in the first half of the year, and completed the technical development of the next generation Mini LED products with smaller sizes. At present, dry light photoelectric Mini LED products have realized small batch shipment.The LED chip business of Azure Lithium core is LED by Huaian Aoyang Shunchang Optoelectronics co., LTD. Based on the continuous optimization and upgrading of product structure, Aoyang Shunchang Optoelectronics continues to conduct research and development and core patent layout of Mini LED.According to the news at the beginning of this year, The Mini LED backlight chip solution launched by Shun Chang Optoelectronics aims at consumer electronics applications as the main target market. At present, its Mini LED chip products have achieved external sales. The next step will be planned according to the market development.Megax's LED chip business is mainly LED by Megax Semiconductor, and the chip business has begun to cover high-end fields such as Mini LED backlight and Mini RGB direct display. According to the public news in September, Mega Semiconductor's Mini LED chip has been able to produce small quantities.In January this year, China Lead Core announced the completion of tens of millions of yuan A round of financing, accelerate the batch delivery of Mini LED light source and high-end automotive light source capacity climb, and started the expansion of the new Mini LED production line in the first quarter.In the third quarter, HMC launched a new self-developed ACSP Mini LED backlight application series. The product adopts reasonable optical design, deqD and DBEF membrane material design, which improves product reliability and greatly reduces the cost of Mini LED products.It is reported that ACSP white light Mini LED products are suitable for flat panel, laptop, monitor, TV, commercial display, vehicle and other application scenarios, including 12.5-inch vehicle Mini LED display module and 27-inch display module has achieved batch shipment. By the end of the third quarter, Huaxin White Light Mini LED vehicle series products have achieved mass production and delivery, and cooperated with a number of well-known automobile manufacturers.By the end of the third quarter, futsAFs investment control Mini LED and red light production accounted for more than 50%, exceeding traditional blue light for the first time. As for chips, JIC Mini LED will expand production as planned. Monthly production capacity will increase by 20% by the end of the year. In the second quarter of next year, jIC will achieve a cumulative production expansion target of 50%, and the 4-inch wafer capacity will reach 1.5 million.Fucai's third-quarter revenue rose 10.3 per cent from the previous quarter and its gross margin was 24.78 per cent, up 2.03 per cent from the previous quarter, driven by a pick-up in products from customers such as Apple. Fucai revealed that the current red LED and Mini LED revenue accounted for about 30-40%, more than 20%, it is estimated that the fourth quarter high-order red LED, Mini LED capacity will continue to be full of growth momentum.
