After more than 2 years, Taiwan professional FPC soft plate manufacturer and Tai Electronics spend a lot of research and development expenses to develop Mini LED sheet. In addition to mastering the patent rights of substrate materials, they are leading the industry in terms of substrate flatness, alignment and thinning technology. At present, the key of Mini LED lies in the huge transfer yield. Tat electronics has published a Mini LED substrate on the 13 th day, which is not only suitable for massive transfers, but also claims that the customer products achieve more than 99.8% hits. Now it has entered LED chip, LED backlight module and panel factory, and is expected to start mass production in the fourth quarter.
Looking forward to the future, Li Yuanzhi, chairman of the same Thai company, pointed out that the Mini LED prediction will become the mainstream trend of the market in recent years. OLED has not yet cut into the car, competition screen and high-order pen, so it is Mini LED niche market. In addition, Mini LED's performance in brightness, color saturation and contrast is no less than OLED. Machine market. With the completion of the Mini LED development layout by the same Thai electronics company, the competition screen is the main theme of the wave fermentation. With the customer production plan, it is expected to enter mass production and shipment in the fourth quarter of 2018 according to the customer plan, so as to enhance the contribution to the electronic profitability and promote the overall performance.
It is regarded as the new generation of display technology Micro LED, which is expected to replace the LCD panel which has developed quite mature. However, under the breakthroughs in the key technologies of Micro LED, Mini LED has a longer life, higher brightness, lower power consumption and wider temperature range than OLED, and Mini LED has become the most competitive new product according to its various advantages. The Mini LED has the advantages of lower LED size, higher density and more detailed area dimming. Compared with the general backlight module, it has better contrast, brightness and color gamut, and has a longer life expectancy than OLED.
In addition, in order to expand the board business, Thai electronics transformed the production of FPC from the youth plant to the board production in early 2016. Since August 2016, it has formally put into operation. In recent years, the technology, equipment transformation and Mini LED R & D expenses have been invested in the board undertaking Department, resulting in the loss of the overall operation of the same company.
In terms of production capacity, the same Thai production base is located at the youth factory and east two factory of Taichung Dali in Taiwan, China, and the Yangzhou plant in Yangzhou, Jiangsu, mainland China. The production capacity of the board is about 20 thousand square meters, of which 10 thousand square meters will be converted into production of Mini LED, and the soft plate production capacity is about 40 thousand square meters. It is estimated that the fourth quarter will expand further in March next year. Li Yuanzhi said that Thailand will increase its capital every year in the future. It is estimated that the cash increase will be 300 million yuan (NT $, the same below) in the fourth quarter of this year.
In the first half of this year, the share price loss per share was 2.46 yuan, and the loss per share in the second quarter was 0.92 yuan, which was larger than that in the same period last year. Thailand said that because of the technology and equipment transformation carried out in the recent years, and the investment in Mini LED, the cost increase could not be realized, and the gross margin was negative compared with the same period last year. But this year, the demand for soft panels has gradually returned to the temperature, plus the successful entry into the Korean intelligent mobile phone factory supply chain. The soft board revenue has already filled the loss of the board, matching the Mini LED, which will be shipped in mass production in the fourth quarter, will enhance the profitability of the company and drive the overall performance to grow by quarter.
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