The industry is rumored that Apple's future iPhone display will gradually shift from LCD and OLED to Micro LED. In the face of this wave of new technology trends, panel, LED and equipment manufacturers all have ducks and waters, and they are eager to seize the opportunity. Panel manufacturers AUO, Innolux and LED factory Jingdian, the expected first Mini LED can be commercialized this year, 2019 volume; for the 2020 after the Micro LED warm-up.
AUO Chairman Peng Shuanglang said that AUO Mini LED has already sent samples to e-sports customers in some high-end products, and will be officially shipped in the second half of the year, which will further enhance its value. And will accelerate the development of Micro LED products, but there are still huge transfer and related supply chain issues to be solved, there is no mass production schedule.
AUO general manager Cai Guoxin said that the Mini LED part will be the earliest shipment of e-sports monitors, followed by e-sports and notebooks. In addition, products for mobile phones and VR are also being prepared.
Before the official mass production, AUO has taken the lead in publishing the world's highest resolution full-color active Micro LED display technology. Peng Shuanglang said that this product caused a sensation in the 2018 SID display week, which is the largest and highest resolution in the world. LED is an important opportunity for industrial development in Taiwan and is a good opportunity for the development of the display industry in Taiwan.
He said that Micro LED still has a lot of engineering problems to be solved, including huge transfer process, supply chain and other issues. Now there is no correct timetable for future product development and mass production, including technological breakthroughs, and it will take some time. The good news is that after AUO showed samples, more companies joined the R&D ranks, indicating that the subsequent development of Micro LEDs will accelerate.
Panhonghai Group teamed up to sprint Micro LED as a panel factory in the group. In the days of the group, Innolux showed AM Mini LED in a single meeting, and the results of commercial development in various application fields, Ding Jinglong, executive vice president of Innolux, said. The Mini LED public display (PID) splicing application is expected to be launched at the end of this year. The large-size TV application is expected to be launched in the second quarter of the year (2019), and a series of other product lines are being actively reviewed. Another vehicle product is expected to be launched in 2020 due to its long certification period.
Li Bingjie, chairman of Jingdian, said that LEDs have overcapacity this year. The market demand in the first quarter is not strong. Although the demand in the second quarter is heating up, the price pressure caused by overcapacity is still there. The current focus of observation is when new technologies such as Mini LEDs will be released. Will become the key to the booming of the economy. He predicted that the Mini LED will have a chance this year, but the real contribution will be in 2019; as for the Micro LED, it should be after 2020.
He analyzed that although the application of Mini LED large-size display will be better than the morning market, because the number of tens of thousands of TVs is far less than the number of millions of LEDs that are used in mobile phones.
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