Recently, companies such as BOE, Leyard, Unilumin Technology, Lehman Optoelectronics, and Absen have successively disclosed their progress in Micro LED on investor platforms.
BOE: Years of Research and Development in Micro LED Technology <br /> BOE revealed that the company has been researching and developing Micro LED technology for many years and continues to promote its industrialization. Through industry resource integration, the company holds a controlling stake in upstream LED chip company HC SemiTek, deeply participating in the planning and development of Micro LED chips and continuously improving chip efficiency.
The company has collaborated with internationally renowned equipment and materials companies to develop mass transfer-related technologies. It has now completed the planning and construction of the 2.5th generation mass transfer pilot line, realizing the internal development of mass transfer technology.
Furthermore, the company has accumulated industry-leading high-mobility, low-impedance backplane technology through over 30 years of experience in the semiconductor display field, and has achieved mass production on multiple LTPS/LTPO backplane production lines. In recent years, the company has continued to actively expand its presence in the industry chain to promote its sustainable development.
Leyard: Micro LED Achieves Breakthrough from 0 to 1 Billion in Large-Screen Commercial Display <br /> Leyard stated that since launching mass production of Micro LED in 2020, the company has continuously improved its production processes, doubled its capacity, and significantly reduced costs over the past four years. Currently, it has achieved a breakthrough from 0 to 1 billion in orders in the large-screen commercial display field, and its applications have further expanded from high-end to mid-to-high-end. Going forward, the company will increase the use of Micro LED in more application scenarios and expand from B2B to B2C.
The company's high-end MiP products adopt a substrate-free Micro LED design, with wide viewing angles, no color shift, and stable color temperature, ensuring color accuracy and display stability at different viewing angles. They are particularly suitable for film and television shooting and production fields such as XR and VP. The color uniformity and consistency between modules are effectively improved, and the power consumption is reduced by about 25% compared to traditional LED cinema displays. Due to the use of smaller LED beads, the power consumption is more suitable for transparent displays such as transparent screen panels.
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Unilumin Technology: Has Established a Complete Industrial Chain in the Micro LED Field <br /> Through independent research and development, strategic investment, and resource integration, the company has gained a leading advantage in the Micro LED field and has established a complete industrial chain from independent design of Micro LED chips, independent design of Micro ICs, semiconductor packaging to intelligent manufacturing.
In the field of MiP (Micro) packaging technology, the company has taken the lead in overcoming the challenges of mass transfer technology, achieving substrate-free 0202 (0.2mm * 0.2mm) packaging of Micro LEDs with dimensions of 30 micrometers * 50 micrometers, and simultaneously realizing mass production of MiP P0.4 pitch display products. In the future, with the decrease in the cost and technological breakthroughs of Mini LED and Micro LED products, the possibility of LED direct-view displays entering the consumer market will be realized.
Lehman Optoelectronics: Achieves Small-Batch Trial Production of PM-Driven Glass-Based Micro LED Display Panels <br /> Lehman Optoelectronics stated that its innovative PM-driven structure + glass substrate solution, jointly developed with upstream partners, has overcome key technological challenges such as mass through-hole technology, thick copper technology, and through-hole copper filling technology, solving the shortcomings of glass substrates being easily broken and difficult to repair. Micro LED displays using PM-driven glass substrates are extremely thin and light, with extremely high flatness, very low power consumption, rapid heat dissipation, and ultra-high color reproduction, making them highly cost-effective products that balance display quality and cost.
The company has achieved small-batch trial production of PM-driven glass-based Micro LED display panels. Currently, it is continuing to explore and upgrade glass-based technology through the construction of a pilot plant. In the future, it will expand its applications to a series of ultra-large-size Micro LED systems, including the Lehman Smart Conference Interactive Display System, the Lehman Smart Education Interactive Display System, and the Lehman Ultra-High-Definition Home Giant Screen Wall. Its comprehensive service solutions will meet the needs of future dedicated displays and commercial space displays.
Absen: Continuing to Increase R&D Investment in Core Technologies such as Micro LED <br /> Absen stated that the company has always attached great importance to R&D construction and investment. From 2021 to the first half of 2024, the company invested a total of approximately RMB 484 million in R&D expenses, continuously increasing its R&D investment in core technologies such as Micro LED, virtual photography, LED all-in-one machines, outdoor small-pitch LEDs, LED fireproof and flame-retardant LEDs, and home theaters. (Summary)
