Taiwanese manufacturers continue to deepen their investment in Micro LED, the ultimate battleground for display technology. Leading manufacturer Neptunus Technology and its subsidiary Epistar have accelerated the expansion of their production capacity through strategic alliances and technology transfer, and their future operations are expected to benefit significantly, making it an important weapon for Taiwanese manufacturers to counter competition from China and South Korea.
With breakthroughs in technological bottlenecks and improvements in cost structure, the industry generally expects the sweet spot for Micro LED TVs and large-format displays to fall between 2026 and 2027. Recognizing this trend, Neptunus has maintained high capacity utilization rates recently.
Micro LED boasts advantages such as high brightness, high contrast, and low power consumption, but the yield and repair costs of mass transfer have always been major challenges to its commercialization. With breakthroughs in Neptunia's technology and the increasing maturity of its equipment and processes, production costs are rapidly declining.
Image source: Paixin.com licensed image library
Analysts believe that once the price of Micro LED TVs drops to the range of high-end OLED TVs, it will mean entering the "sweet spot" of price, and demand will explode. The supply chain is accelerating its capacity expansion to meet the business opportunities.
Against this backdrop, the collaboration between Neptunus and Epistar is particularly crucial. Neptunus possesses the capability for mass production of Micro LEDs and the core COC (Chip on Carrier) technology, while Epistar boasts a massive epitaxial wafer production capacity and hardware resources.
With Neptunus's assistance in establishing production lines and transferring technology, both parties can not only diversify investment risks but also rapidly increase production capacity to meet the needs of brand customers. Fu-Cai Chairman Peng Shuang-Lang stated that Micro LED is the group's most important growth driver, and deepening cooperation with Neptunus will help them jointly expand the market.
Besides televisions and wearable devices, automotive displays are considered the "killer application" for Micro LED. The automotive environment demands extremely high levels of weather resistance, brightness, and reliability, making Micro LED the preferred choice for high-end automakers. Currently, Neptunus has several automotive projects underway, with mass production expected to begin gradually over the next two years. (Source: MoneyDJ)
