Sweet Potato Panel Counterattack 1 / Once beaten by mainland panels, Micro LED becomes the key to the rise of Taiwanese factories

Facebook
Twitter
LinkedIn
Pinterest
Pocket
WhatsApp

President Tsai Ing-wen attended the Touch Taiwan 2022 Smart Display Exhibition, pointing out that the development of Taiwan’s panel industry is expected. (Photo/Photo by Fang Wanmin)

[周刊王CTWANT] Lu factory eats up 60% of the global panel industry, but President Tsai Ing-wen, at the Touch Taiwan 2022 Smart Display Exhibition, which opened on April 27, bucked the trend and shouted a lot: “Taiwan’s panel industry development prospects are exciting!”, because the panel double tiger Innolux and AUO have returned to Taiwan to invest and expand their factories. More importantly, the next-generation Micro LED technology mastered by Fucai and Chichuang has made Taiwan factories blow the horn of counterattack.

Panels can be said to be the bitterness of Taiwan’s technology industry. At the beginning of the 21st century, under the government’s “two trillion double stars” (DRAM and LCD) program, it was once popular. After being killed, the blood flowed into a river, and it became a “tragic industry”. In the past, the “panel 5 tigers” AUO, Chi Mei, Guanghui Electronics, Huaying, and Caijing were only AUO and Innolux to survive.

富采董事長李秉傑整合晶電、隆達老牌LED大廠,成立富采控股在2021年初掛牌上市。(圖/方萬民攝、報系資料庫)

Li Bingjie, chairman of Fucai, integrated the old LED manufacturers of Epistar and Longda, and established Fucai Holdings to be listed in early 2021. (Photo/Photo by Fang Wanmin, Newspaper Database)

Today, in the global LCD panel market, Chinese factories have won 60.8%, Taiwanese factories 21.4%, and Korean factories 11.5%. Research agency Omida believes that the market share of Chinese factories is expected to reach 64.3% in 2022, while Taiwan factories and Korean factories will shrink to 19% and 10.1%. Facing the continuous expansion of Chinese factories, Samsung has planned to withdraw from LCD production in June this year. .

Read Also  [Front-line Interview]Evergrande Commercial Tickets Suspends Exchange of Gardening Company Boss in Despair | Overdue | Epoch Times

The solution for Taiwan factories to break through is to master higher-level Micro LED technology. “The industry believes that Micro LED technology is the most complete panel technology at present, and Taiwan has a complete supply chain and is quite competitive in the global panel industry.”

Although the flagship mobile devices on the market mostly use Mini LED technology, the thickness is still flawed, which is regarded as excessive technology by the industry, and the OLED technology used in the market has the problem of recession. Micro LED is difficult to distinguish with the naked eye because of the crystal, which makes the panel become It is thinner and lighter, consumes less power, and has no recession problems. It can be said to be the most perfect technology for AR and wearable devices, but it is still stuck in the high cost of mass production.

錼創科技執行長李允立出身於LED業,2013年就投入Micro LED開發,如今已是台灣最接近量產Micro LED的公司。(圖/方萬民攝、中時資料庫)

Li Yunli, CEO of Chichuang Technology, was born in the LED industry and invested in Micro LED development in 2013. Today, he is the closest company to mass production of Micro LEDs in Taiwan. (Photo/Photo by Fang Wanmin, Zhongshi Database)

Therefore, Micro LED has become the biggest attraction of Touch Taiwan 2022. Important Taiwanese manufacturers are AUO (2409), Innolux (3481), Fucai (3714), and Chichuang. Among them, Fucai and Chichuang are the most critical.

CTWANT reporters saw a 5-meter-tall large-scale screen in this year’s exhibition hall of Nangang Exhibition Center. It is made by Yuanfeng New Technology, a subsidiary of Fucai, with flip-chip Mini LED 0404 package and special module technology. It has high color saturation and extreme black features.

Read Also  [CES 2022] Samsung Electronics Vice Chairman Han Jong-hee “We will create a differentiated customer experience through innovation without boundaries”

“The most difficult part of Micro LED is that a large number of crystals have to be transferred to the substrate, which is the so-called mass transfer. In addition, the crystals are extremely small. If there is a defective point, how to detect and repair it, if it can be done in the simplest way If the method is excluded, I believe the cost should be reduced very quickly.” The engineer who explained on the scene of Fucai told CTWANT reporters.

In order to let Taiwan dominate the Micro LED technology, Li Bingjie, chairman of Fucai, integrated upstream Epistar (2448) and downstream Longda (3698) in early 2021, and hired AUO Peng Shuanglang as vice chairman, which can be called the most luxurious lineup in the panel industry chain. However, at this year’s exhibition, Fucai produced solutions for mass production of MicroLED technology, but Fucai’s investment in Chichuang is even more interesting.

“At present, the Taiwan factory is Chichuang closest to mass production of Micro LEDs.” Zeng Junzhou said, for example, a 4K panel needs about 24.88 million MicroLEDs, and Chichuang has now achieved a massive transfer of 300,000 pieces; , because only one die smaller than 50μm cannot be replaced, the solution of Chitron is to replace the blocks around the dead pixel together, and detecting the dead pixel is another technology of Chitron.

Li Yunli, chairman of Chichuang, was born in the LED industry. In order to invest in Micro LED development, he started his business in 2013. After two fundraisings, Samsung currently holds 20% of the shares, Fucai nearly 20%, and AUO and Lite-On Technology also hold shares.

Read Also  Opening of 'Carbon Neutral Expo', all about renewable energy
三星在去年發表的110吋Micro LED電視,要價1.7億韓圜(約新台幣394萬)。(圖/三星提供)

The 110-inch Micro LED TV released by Samsung last year was priced at 170 million won (about NT$3.94 million). (Photo / Provided by Samsung)

According to industry insiders, Samsung’s 110-inch Micro LED TVs, which will be unveiled in 2021, will target customers at the top of the pyramid, with an asking price of 170 million won (about NT$3.94 million). The price is 100 million won (about NT$2.32 million), “TV chips and solutions are provided by Fucai and Chichuang.”

According to IHS data, the output value of TFT-LCD panels has reached 131.5 billion US dollars in 2020, and the research institute Trend Force estimates that the output value of MicroLED large-scale display chips will reach 54 million US dollars (about NT$1.59 billion) in 2022. On the other hand, it looks at US$4.5 billion (about NT$132.8 billion), with a compound annual growth rate of 204%. It will enter a peak period from 2026 to 2030. It is expected that the annual output value is expected to reach 10 billion US dollars. The relationship trades this off.

Zeng Junzhou emphasized, “Taiwan has always cooperated with Korean factories. For example, 10% of Samsung’s displays are supplied by AUO. Coupled with the technical cooperation of Micro LED, I believe that Taiwanese factories will be very competitive internationally in the future. “

original link

See more CTWANT articles
Sweet Potato Panel Counterattack 2 / LCD Focuses on Electronic Paper, Revenue Hits New Highs
Green puzzle displacement 1 / Who is the insider who supports the expansion of the British alliance: afraid of being liquidated
Interview with Huang Qijia taking off her high heels (Part 1) / A female star who is only for a day

Facebook
Twitter
LinkedIn
Pinterest
Pocket
WhatsApp

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Recent News

Editor's Pick