Micro LED hot manufacturers have entered the production line or started in the second half of the year.

Micro LED's attention as a new generation of display technology continues to heat up. In addition to Apple and Sony, recently, such as Samsung, Hon Hai and other major manufacturers have also launched layouts. It is pointed out that the recent involvement of Micro LED related manufacturers and units has been high. Nearly one hundred, the industry estimates that although the current Micro LED technology is still in the stage of paper talks, but will enter the trial production line in the second half of 2017 at the earliest, and there will be a number of newcomers in the trial production stage starting from 2018. A new wave of technology competitions from global manufacturers.

With the acquisition of LuxVue by Apple, the attempt to introduce a new generation of Apple Watch news continues, and the market has also reported that Apple may start mass production at the end of 2017. Although it has not been confirmed, the industry has rumored that Apple has previously recruited around the world. 1,400 technicians, dedicated to the research and development of Micro LED technology, invested in the research and development of Micro LED technology amounted to about 50 billion to 60 billion US dollars. Although Micro LED is extremely difficult to mass-produce, but Apple continues to invest a lot of manpower and Funding, showing that Micro LED technology still plays a very important role in Apple's new generation display technology blueprint.

Recently, the market has come out that Samsung intends to acquire Taiwan's new startup company. Although the related rumors have been denied, it has also made the company's popularity in the industry increase rapidly. It is pointed out that the company is expected to build the first half in 2017. The test production line is used as the verification capability for mass production in the future. Recently, the Micro LED was mounted on the TFT substrate by Mass Transfer, and the prototype yield of the Micro LED watch was transferred. Up to 100%, and the combination of 3-color RGB Micro LEDs is also overcoming the yield bottleneck.

Minu estimates that if the trial production line can go smoothly, it will be expected to design and develop products with end customers starting from 2018. The best products will be seen in 2019, and now from virtual reality (VR), expansion Different applications such as augmented reality (AR) and mobile phones to large-size TVs have potential partners to conduct research and design. As for the research and development of Micro LED technology, ITRI is about to enter the trial production stage. It is expected that it will be combined with other manufacturers in 2018. Start trial production.

The industry believes that Micro LED from epitaxial process, die production, to massive transfer, bonding, full color scheme and backplane material selection, detection, repair and redundancy mechanism, etc. The technical checkpoint is to be overcome, but if the Taiwanese industry can try to start mass production in the second half of 2017, according to Apple's R&D resources and patent layout progress, it is not difficult to make small production for specific applications in the second half of 2017.

Hon Hai Group and Sharp recently announced the acquisition of eLux, a US startup, officially cut into the layout of Micro LED technology, and adopted a group division model. Sharp will transfer 21 Micro LED related patents to eLux, and will supply electronic components such as CMOS sensing components in the future. Component technology, and Innolux will lead the research of huge amount of transfer technology, and will be developed by Rongchuang to develop LED epitaxial specifications. In addition, AUO also adopts a group cooperation approach, and the LED factory Ronda exerts a one-stop advantage from the upstream. The epitaxial process begins to cut in.

It is reported that because the Micro LED application is full of imagination space in the future, attracting the world's largest manufacturers to draw water on the table, in addition to the early start of Sony, Apple and other big companies, the recent Facebook Oculus acquisition of InfiniLED, Kangde new investment Ostendo, etc. In addition, Google, Microsoft (Microsoft) and so on have invested less in the development of hardware technology, but optimistic about the future application of Micro LED technology is diversified, and are interested in introducing new technologies for new applications such as VR/AR. As for mainland companies, they also hope to spread the risk of technology distribution through strategic alliances and mergers and acquisitions.


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