MiniLED penetration rate continues to increase, fucai, Yiguang and other taiwan factories will benefit

With Samsung, Apple and other international brand manufacturers have successively introduced MiniLED technology in terminal products, the outside world expects that the Penetration market penetration rate of MiniLED in 2022 will expand rapidly compared with last year; among them, TVs, laptops, tablets and other applications will attack three-way, including Fucai, Yiguang, Whiett and other Taiwan supply chains will welcome business opportunities.

Due to the advantages of miniLED technology with both high contrast and high brightness, coupled with a significant increase in chip yield, manufacturing costs have dropped significantly, and it has been favored by major manufacturers including Apple and Samsung, becoming the hottest display technology in recent years, and has begun to introduce many terminal products.

At present, MiniLED TVs are mainly divided into markets by Korean and land-based TV brands. In addition to TVs, MiniLED technology is also rapidly penetrating in laptops and tablets, and is mainly Apple's iPad Pro and MacBook.

Image source: Paixin's genuine gallery

The legal person believes that at present, Apple only uses MiniLED for high-end flat panels and pen motors, but it is likely to extend this technology to medium-end products in the future, when the market demand for MiniLED will be further amplified.

At present, the MiniLED industry chain includes upstream chip factory Fucai, detection and sorting factory Whit, PCB backplane factory Zhending, drive IC factory Purui, Lianyong, accumulation; module factory Ruiyi, Yecheng, proofing for Table Watch, downstream assembly plant Quanta and Hon Hai.

The legal person believes that the market demand for MiniLED this year will be more vigorous than last year, and the above-mentioned supply chain performance will also be rainy and dewy, and due to the simultaneous improvement of technology, yield and production capacity, the overall cost will decline, which will help the profitability of the supply chain to improve. (Source: Taiwan Economic Daily)

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