Beijing time on December 25 news, China touch screen network news, mini led business opportunities will break out. Led company Jingdian (2448) and Longda make full efforts to develop Mini LED technology. Industry insiders pointed out that at present, the mini LED used in the pen power is much better than OLED (organic light-emitting diode) in terms of overall efficiency and cost competitiveness.
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The legal person expects to gradually import Mini led into terminal products for key customers, and in the second half of next year, mini LED is expected to enter a large-scale stage, which is expected to increase the economic scale of mini led.


 
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According to the legal person, Apple will launch high-level iPad and MacBook designed with mini led in 2020. It is expected that the first iPad Pro equipped with mini LED will be mass produced in the third quarter, and the second one will be MacBook Pro in the fourth quarter, which will accelerate the development of mini led and improve the penetration of mini led in major brand factories.
According to the analysis of the industry, because the mini LED is a direct down backlight, it can control the area lighting and achieve higher contrast. Compared with the general backlight module, it also has more detailed area dimming. Compared with OLED, the mini LED has a longer service life and higher brightness, as well as many advantages such as low power consumption and wider temperature range. At present, the mini led terminal quotation has been more competitive than OLED, which is not estimated When the industrial chain is more complete and reaches the economic scale, the price difference between Mini led terminal and OLED is expected to be more obvious.
At present, mini LED is mainly used as backlight module, and there are a few RGB display applications.
The legal person believes that in the future capital expenditure of Jingdian, the main purpose is to purchase Mini led stamping equipment, which will accelerate the proportion of mini led in the revenue of Jingdian. At present, mini led accounts for less than 5% of the blue light production capacity of Jingdian, but according to the production plan of customers, the proportion of mini led in the blue light production capacity in the second half of next year has the opportunity to grow to 20% to 30%.
In the aspect of Londa, its mini LED backlight products have made rapid progress, and several products have been introduced into mass production. At present, mini LED is mainly used in high-level TV and electronic competition screen, laptop, car panel, etc. Industry insiders pointed out that Ronda's progress in micro LED products has accelerated, and micro led terminal products will be launched as soon as next year. It is expected that Ronda's new business in photoelectric semiconductor components such as mini led and VCSEL will account for more than 20% of the revenue next year, and it is also optimistic that the gross profit of mini LED will be better, which will inject profit performance.