There is no doubt that this year show the limelight of the industry are all occupied by OLED and quantum dots, while the LED industry is the lack of new themes. However, in Hon Hai together Rongchuang, group and Sharp acquisition of eLux equity, Micro LED has been holding the sky. In fact, Micro LED technology is not only a huge amount of transfer, testing equipment, card and other technical issues to be resolved, the current panel factory, LCD panel plant their own force, the future supply chain integration is also a big problem. And Micro LED really mass production come out, I am afraid at least 3 to 5 years time.
Apple, Hon Hai have invested Micro LED, making this emerging technology high-profile, the relevant industry stocks is up the sky. Micro LED topic full, but really mass production, commercialization, there are 5 mark to break through: technology, equipment, cost, supply chain integration and market. LCD manufacturers and panel manufacturers are also conservative, that may need to mass production of 3 to 5 years.
Micro LED with low energy consumption, high brightness, fast response, the volume of thin and so on, but also combines the panel and LED these two mature industries. But at this stage a huge amount of transfer process is not mature, follow-up testing, maintenance, module design are still a lot of technology, equipment is difficult to be a breakthrough, there is a long way to go.
In fact, Micro LED is not the problem of LED factory, but the problem of precision machinery, how will a large number of scattered Micro LED transferred to a small box, is a very high-precision process, the current master of the parties to develop, 5 years within the equipment will be more mature. However, the first generation of equipment is not good enough, coupled with the lack of economic scale, so the initial Micro LED will have the cost of the market will be limited to small size, such as wearing devices.