Display technology continues to upgrade. In order to get rid of price competition, panel makers in South Korea and Taiwan have actively switched to OLED, Mini/Micro LED and other display technology layouts in recent years. Samsung recently announced that it will launch 110-inch Micro LED TVs in the first quarter of this year, leading the market. Entering the Micro LED era, but from the perspective of price, the cost of Micro LED is still high at this stage, and the products are targeted at high-end customers. Therefore, the real mass production of future products still depends on the price.
According to industry sources, at this stage Micro LED can enter the mass production stage, but the cost price is still several times lower than that of LCD. From the observation that Samsung recently launched 110-inch Micro LED TV with a price of up to 170 million won, it is obvious that Micor LED costs are still quite expensive.
In recent years, Taiwanese LED and panel makers have focused on the research and development of Mini/Micro LED technology, instead of focusing on the Korean OLED market, which occupies half of the country’s OLED market. In recent years, they have also shown relevant technology research and development and products. However, Samsung is still the first to launch Micro It is understood that the biggest key to LED products is from the start-up company PlayNitride.
Suntron focuses on the development of Micro LED technology. In recent years, it has successfully launched 1-2" wearable applications, 7.56" transparent displays, 9.4" high-resolution flexible displays, and Pixe LED Matrix large seamless splicing displays, leading the market into the next display technology era , And observing its main shareholders, in addition to the management team, Samsung Group and LED factory Jingdian each hold about 20% of the shares, and panel factory AUO also holds shares.
Li Yunli, CEO of Techuang, said recently that Micro LED technology has advantages in wearable devices, automotive, AR/VR, TV and other products, but the current development key is still cost and commercialization. It is estimated that with the development of technology, the cost of Micro LED It will drop by 95% within five years, and there will be a chance to gradually enter the middle and low-end markets from the high-end market in 2025. The Optoelectronics Association of Research and Research Institute also estimates that due to the still expensive price of Micro LED, it will be difficult for manufacturers in the next 3-5 years. Will make more obvious contributions.
Although Taiwanese manufacturers seem to be one step behind the Korean factory in Micro LED, Samsung’s first 110-inch Micro LED TV to target high-end customers is only a touchstone for Micro LED products. Market feedback is still pending, and the layout of Taiwanese manufacturers is also continuing. In addition, Jingdian and Longda completed the exchange of shares to establish Fucai Investment Control, and AUO also cooperated with Suntron to develop a 9.4-inch Micro LED display to lock in the automotive market. The benefits are expected to gradually ferment in the next 1-2 years.