EPISTAR chairman Li Bingjie yesterday (16) said that this year the LED phenomenon of overcapacity, the first quarter of the market demand is not strong, this season, although the demand will rise, but overcapacity led to price pressures are still.
He said that the current focus is to observe a new application of Mini LED and other new technology volume of the point in time, will become a key business turnover. He expected Mini LED a chance this year, but the amount of the contribution will produce time will fall in 2019; as for the Micro LED should be after 2020.
Li Bingjie is a research institute academician, ITRI new dean Liu Wenxiong yesterday to attend the Buda ceremony, after the meeting for the LED industry boom, the application of new technology in other views.
Li Bingjie said, to balance LED overcapacity situation, as the new technology on the market, including the two major observation technology is Mini this year, LED had the opportunity, but it is used to estimate the contribution amount of significant falls in the next year; as for Micro LED this year the possibility is not high, the number is not much, is the main technology to process Broken. He estimated that Micro LED volume should be after 2020.
He analyzed the application of large size display although earlier listed, but far less than the number of TV the number of millions of mobile phone to the LED branch. The application of large size public display will be the first to import, but the real impact of the supply of LED or mobile phone products.
Li Bingjie said, in addition to the LED product line in recent years, crystal electric VCSEL (VCSEL), detector technology layout.
The main application of VCSEL in addition to the traditional optical communication, for the Taiwan area and mainland manufacturers OEM, also actively toward the maximum application of consumer 3D sensor market development, or from the OEM business starting.
It is reported that the application of LED crystal electric Mini mobile phone products, is expected to begin shipping in the third quarter. In addition, foreign brokerage estimates, crystal electric 6 inch wafer production capacity from the second quarter, with the production of apple iPhone VCSEL and Android VCSEL product is expected to ship in the second half of the year, optimistic about the crystal electric field in VCSEL market outlook.
Source: Taiwan Economic Daily
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