In the new era, the development of Mini/Micro LED supply chain still faces opportunities and challenges. The event focuses on an in-depth and comprehensive analysis of the current industry situation in terms of industrial equipment, materials, production, processes, applications, brands, etc., talks about industry trends, and seeks market opportunities.
Guest speech
The conference began with a speech by Liang Xinqing, executive vice chairman and secretary-general of the LCD Branch of the China Optics and Optoelectronics Industry Association, the organizer. "Mini LED, as the outpost of Micro LED, will usher in the first year of large-scale commercial use in 2021, and application terminals will develop rapidly in 2022, becoming the next growth point in the LED and display industry. As a highly anticipated next-generation display technology, Micro LED's application prospects and development space cannot be underestimated."
LCD Branch of China Optics and Optoelectronics Industry Association
Executive Vice Chairman and Secretary-General Liang Xinqing
In the first half of 2022, driven by terminal brands such as Samsung, Huawei, TCL, and Skyworth, more than 12 Mini LED products have been launched, and market attention is increasing day by day. In addition, in the notebook market, as Apple's iPad Pro and MacBook Pro series continue to use Mini LED backlights, the Mini LED market industry continues to develop; Micro LED also has many new attempts in large-size TVs, and its application in small-size microDisplay applications are even faster, and many new consumer-level concept products based on silicon-based Micro LEDs have emerged.
"The new generation of display technology Mini/Micro LED has gradually moved from technological breakthroughs to maturity, and has rapidly moved towards large-scale industrialization. At present, domestic Mini The LED industry has entered the stage of concentrated production capacity. Improving yield and reducing costs will be the main topic in the future. As LED display enters a new cycle, under the premise of favorable policies and increasing market demand, the industry is actively making layout and breakthroughs from the three aspects of technology, industry and market. . As an annual event in the semiconductor display industry, this conference has attracted many well-known scholars, industry researchers and related famous enterprises in the industry, creating a professional industry information sharing platform and giving a rare opportunity for industry practitioners to communicate," said Secretary-General Liang Xinqing.
Summit host: CINNO founder & CEO Chen Liya
Keynote speech
Speech topic: "Research on the preparation of full-color Micro-LED chips for display applications"
Speaker: Academician Zheng Youyi of Nanjing University Liu Bin, Professor of School of Electronics, Nanjing University
Nanjing University Laboratory Wang Xinran and Liu Bin's team researched and successfully developed a new structure monolithic Micro driven by a high electron mobility two-dimensional semiconductor MoS2 atomic level TFT matrix LED microdisplays use Micro-LED devices based on Group III nitride semiconductors to improve quantum efficiency and RGB display index, hoping to effectively solve scientific problems such as massive transfer and lack of red light that are still faced during the development of Micro-LED display technology.
Speech topic: "Micro/Mini LED on the road to commercialization"
Speaker: Dr. Lai Longkuan, General Manager of Skyworth Optical Display
Speech summary:
Dr. Lai Longkuan first compared the performance of today's display technologies. He believed that Micro/Mini LED has excellent performance, Mini LED can extend the life cycle of LCD display technology, and Micro LED is the ultimate display technology. Facing the needs of next-generation scenarios such as TV, wearables, medical, AR/VR, etc., Micro/Mini LED application opportunities will be greatly increased.
Skyworth Optical Display mainly invests in MicThe technology research and development of ro/Mini LED has core technologies related to mass transfer, mass inspection, mass testing, and mass repair, which can effectively improve manufacturing yield. Skyworth Group's Wuhan Mini LED Display Technology Industrial Park project started construction in Wuhan on September 29, 2022. After completion, it will form a large-scale intelligent manufacturing base for Mini LED TV & RGB direct display with an annual output of more than 2.4 million units and an annual output value of more than 10 billion yuan. It is expected to be put into operation in the second quarter of 2023.
Speech topic: "Micro/Mini LED Optical Inspection"
Speaker: KLA scientist/academician ChetLenox
Speech summary:
KLA has a complete set of solutions in the Micro LED production process, starting from epitaxial wafers, driver backplane manufacturing, and mass transfer, and finally to the testing technology and equipment solutions for the entire display panel process. In 2019, KLA entered fields such as wafer-level packaging, electronic component-level inspection and measurement, printed circuit board manufacturing, and flat-panel display manufacturing through the acquisition of Orbotech.
Micro LED has good theoretical performance, but it faces cost and yield challenges. KLA has a considerable portfolio of solutions in Micro LED manufacturing, which can meet the needs of inspection and repair before and after mass transfer.
Speech topic: "Application of Micro-LED new display in vehicles"
Speaker: Chief Expert of Tianma Wu Tianyi
Speech summary:
Global car sales have gradually rebounded after the epidemic, and intelligence has promoted changes in the industry structure. Among them, the multi-screen human-vehicle interaction model of smart cockpits has become one of the trends. At present, many new players have joined the trend of electric and intelligent automobile revolution. Compared with traditional automobile manufacturers, the new players’ thinking styles and understanding of the value chain are quite different. The industrial ecology is in a critical period of change for software-defined cars.
As the cockpit integrates more infotainment systems and ADAS information, it requires more display screens to accommodate the display of more information, and cockpit displays are moving towards high-definition, large-screen, and multi-screen displays.Develop in any direction. With the characteristics of Micro LED’s high brightness, high reliability and long life, automotive Micro LED will be one of the future trend choices of the industry. In addition, due to the miniaturization characteristics of Micro LED, it is easier to integrate with other sensors and communication devices. Not only is it suitable to meet the needs of future informatization and intelligence, but the reliability advantage of being used in vehicles is also highlighted.
Speech topic: "Breakthrough in LED chip miniaturization technology"
Speaker: Li Jiaen, senior expert from the Development Department of Sanan Optoelectronics Co., Ltd.
Speech summary:
Dr. Li Jiaen elaborated on the report from four aspects: Micro LED display application advantages, application requirements, chip miniaturization technology needs and breakthroughs, and chip mass production difficulties and technical routes. It believes that LED chip miniaturizationIt is the first step to expand Micro LED display applications. Breakthroughs in chip miniaturization technology require corresponding collaborative quantitative development in terms of assembly process, chip structure, chip efficiency, chip cost and uniformity.
Speech topic: "Equipment Adaptation Scheme in Compliance with the Diversified Development Trend of Mini/Micro LED"
Speaker: Qin Qidong, Deputy General Assistant of Xinyichang New Display Business Department
Speech summary:
Xinyichang believes that from traditional LED chips to Mini-LED chips and then to Micro-LED chips, chip miniaturization is booming, and in the miniaturization process, it requires different packaging solutions. Whether there are Mini-COB, Mini-COG, or CSP solutions, these are inseparable from the massive transfer of solid chips, and they are also going toThe trend towards larger base sizes.
As a representative of the traditional die-bonding method, Xinyichang's technology is based on simultaneous single-chip control through active control and passive assistance. It is a high-speed operation mode technology that first ensures the precision and quality of die-bonding. The advantage of this technology is that the engineering control is meticulous down to each chip, the equipment is highly stable, and the equipment production capacity and output yield are both good.
Speech topic: "Improving Micro-LED mass transfer efficiency"
Speaker: Xie Xiangwei, Deputy General Manager of Xiamen Xinying
Speech summary:
Deputy General Manager Xie Xiangwei talked about Micro There are many market opportunities for LED, including ultra-large-size displays (Micro-LED can achieve seamless splicing and high image quality), home TVs, computer monitors, Notebooks & Pads (as costs decrease in the future, there will be opportunities to gradually penetrate flagship/high-end home TV applications), vehicle-mounted displays (some applications require ultra-high brightness and high pass rates, and the market opportunities are large), wearables, VR/AR, etc.
At present, mass transfer is still a key problem in the Micro LED industry. Two relatively mature transfer technologies, elastic seal transfer and laser transfer, have their own advantages and disadvantages. The two indicators of transfer efficiency and yield still need to be addressed. Xinying Display Technology Co., Ltd.The strategic goal is to complete the development of Micro-LED technology in 3-4 years, realize the strategic implementation of Micro-LED display technology, form its own materials, processes, equipment, production line solutions and other technologies, achieve technologically leading engineering manufacturing capabilities, and achieve trial production of Micro-LED displays.
Speech theme: "Integrated innovation inspires new horizons - Quantum dots empower the future development of Mini/MicroLED"
Speaker: Zhou Jianhai, senior researcher at Nano Crystal Research Institute
Speech summary:
Dr. Zhou Jianhai introduced that quantum dots are a solution semiconductor nanocrystal with quantum confinement effect. In the Micro LED manufacturing process, there are problems such as LED surface defects reducing luminous efficiency, difficulty in mass transfer and high yield transfer, and difficulty in realizing full-color display."Quantum dot color conversion technology" is introduced to solve the problem of full-color display.
Since quantum dots have the characteristics of high color gamut and high purity, and do not require red and green R.G.-LED chips, only blue-LED chips are needed, which can effectively reduce the cost of display chip, simplify circuit design, and improve production efficiency without the need for massive transfer of red and green. However, what needs to be paid attention to now is the reliability of QDCC (stability of quantum dots) and the luminous efficiency of QDCC-μLED, and high-performance quantum dots contain heavy metal elements.
Speech topic: "Analysis of core competitiveness of China's Mini/MicroLED supply chain innovation and development"
Speaker: Liu Yushi, senior analyst at CINNOResearch
Speech summary:
Due to various reasons such as cost and technology, Apple has shifted its focus to Tandem OLED.
CINNO Research believes that due to Apple’s strong promotion, Mini LED laptopsThe market is growing rapidly, but non-Apple brands are growing slowly, and the potential market space is quickly being eroded by OLED, which is beginning to be detrimental to the Mini LED mid-size consumer market. In addition, thanks to the excellent characteristics of Mini LED and the relative weakness of OLED, automotive applications are accelerating and may become an advantageous market for Mini LED in the future. If we look at Micro LED in the longer-term market, the AR market will become the first market segment to achieve mass production and shipment of Micro LED. Micro LED TV is still in the process of rapidly reducing costs to a reasonable range, and the penetration rate is increasing very slowly.
China Mini/MicroLEDThe list of core competitiveness of supply chain innovation and development is released
"China Mini/MicroLED Supply Chain Innovation and Development Core Competitiveness" ranking list will use CINNOResearch Huashang Optoelectronics Technology Industry Research Institute to evaluate and score based on its own scientific and technological enterprise management evaluation system - Sinan Theory. We start from the company’s market penetration, product competitiveness, technological scalability, resource integration and comprehensive operations.We conducted strict evaluation on five major indicators and selected the top ten outstanding mainland Chinese companies with outstanding performance in each segment of the Mini/Micro LED supply chain, and finally formed the TOP10 list of "China's Mini/Micro LED Supply Chain Innovation and Development Core Competencies".
Congratulations to the following award-winning companies
Wuhan Skyworth Optical Display Electronics Co., Ltd.
Sanan Optoelectronics Co., Ltd.
China Microelectronics Semiconductor Equipment (Shanghai) Co., Ltd.
Shenzhen Han's Semiconductor Equipment Technology Co., Ltd.
Shenzhen Xinyichang Technology Co., Ltd.
Xiamen Xinying Display Technology Co., Ltd.
Hefei BOE Xingyu Technology Co., Ltd.
Najing Technology Co., Ltd.
Hanbo High-tech Materials (Hefei) Co., Ltd.
Anhui Xinruida Technology Co., Ltd.
(*In no particular order)
- END -
ANNA