According to recent reports, the Fifth China (International) micro LED display Summit Forum in 2021, which was postponed due to the epidemic, was carefully evaluated by the Organizing Committee and scheduled to be held in Chongqing from March 30 to April 1, 2022. The Fifth China (International) micro LED display Summit Forum in 2021 will focus on the theme of "mass production key technologies and industrial chain innovation". The forum will gather leaders of micro LED technology, college experts, high-level representatives of core enterprises and industrial chain enterprises in the three fields of display, led and semiconductor for in-depth discussion, aiming to promote the coordinated development of China's Micro LED industry, University, research and application, so as to form an advantage in the competition of international new display industry.
Minmetals Securities pointed out that the LED industry is in the stage of structural adjustment. As a new generation of core display technology, mini / micro LED is expected to become an important trend in the next round of LED technology development. Compared with traditional LCD, mini LED has higher display brightness, uniformity and dynamic range, and the display effect is significantly improved; Compared with OLED, it has lower cost, longer service life and can effectively avoid the risk of screen burning. In the future, it is mainly for mini LED backlight and high-definition Mini LED display micro LED has the excellent characteristics of self illumination, high efficiency, low power consumption, high integration, high stability and all-weather operation. It is expected to become the next generation of revolutionary display technology
With the continuous improvement of terminal demand and requirements, the mini / micro LED industry has developed rapidly, and many companies have begun to step up their layout. Recently, Wg Tech (Jiang Xi) Co.Ltd(603773) announced that the company plans to set up Jiangxi Dehong Display Technology Co., Ltd. to invest in the new "mini / microled substrate production project of glass substrate", with a total investment of 1.65 billion yuan Hc Semitek Corporation(300323) recently also said that it would sign the investment agreement for the R & D and production project of new panchromatic Mini / micro led high-performance epitaxy and chip with the Management Committee of Zhangjiagang Economic and Technological Development Zone, with a total investment of 1.5 billion yuan.
China Securities Co.Ltd(601066) Securities pointed out that micro / mini LED technology mainly focuses on chip manufacturing, packaging, substrate bonding, driving scheme, transfer technology, detection and repair and other links. From the perspective of the industrial chain, it is suggested to pay attention to the leading manufacturers with production capacity and technical advantages in the upstream and downstream of the industrial chain, especially the links with high technical barriers and large demand elasticity, such as massive transfer, detection and repair equipment and LED chips. The corresponding leading manufacturers will benefit the most. It is suggested to pay attention to Sanan Optoelectronics Co.Ltd(600703) , Hc Semitek Corporation(300323) ; It is suggested to pay attention to Shenzhen Refond Optoelectronics Co.Ltd(300241) , Hongli Zhihui Group Co.Ltd(300219) ; It is suggested to pay attention to Unilumin Group Co.Ltd(300232) ; It is suggested to pay attention to Shenzhen Xinyichang Technology Co.Ltd(688383) , medium and micro semiconductors ; Focus on TCL electronics, Tcl Technology Group Corporation(000100) ; For other links, please pay attention to Avary Holding (Shenzhen) Co.Limited(002938) , Luxshare Precision Industry Co.Ltd(002475) , Shenzhen Sunmoon Microelectronics Co.Ltd(688699) , etc.
