MiniLED penetration rate will accelerate and PCB plants such as Taibiaoke will benefit

MiniLED penetration rate accelerated, in 2022 Apple adopted in the number of high-end tablets and other large-screen models, will also accelerate growth, non-Apple camp also has Sharp, Samsung, MSI, LG, Millet and other launched new display products, supply chain new niche obviously emerged.

MiniLED display technology beneficiaries of manufacturers to meet this business opportunity, in addition to the upstream LED factory, because more and more MiniLED products appear, can be expected to consume more LED production capacity, and in miniLED growth, most suppliers actively grasp the opportunity, MiniLED in 2021 under the rapid growth of the terminal market, consumption capacity increased significantly, it is expected that the LED industry will make strong progress again in 2022, foreign investment estimates, this year MiniLED will consume about 15% to 20% of LED Capacity, supply chain manufacturers are expected to benefit.

Among the Suppliers of MiniLED Display Ingestion and Substrates, substrate factories including Jianding, Zhending and Taiding, as well as the Table Watch Section assembled by MiniLED Wire Assembly, the revenue in 2022 is expected to reach a new high, and the contribution to profitability is also relatively prominent.

Non-Apple camp to push the pace of new products also do not stop, Samsung in the second quarter of 2021 launched QLED TV, this year is expected to have other models, LG, TCL, Millet have also successively launched MiniLED backlit TV, in addition, Dell, Lenovo, MSI, Acer can also be expected to join the MiniLED display field, PCB "Sanding" and table department will benefit.

Taibiao Section in the third quarter of 2021 MiniLED assembly line 11, the fourth quarter increased to 15, production capacity contribution to climb higher and higher, Jianding's Hubei Xiantao third factory has been completed and put into production, with the international brand factory a large number of miniLED backlight design, the factory Area MiniLED board shipments are strong, the current new plant Mini LED board shipments, has exceeded one of the original planned applications of the automotive board.

The Perfect MiniLED application sheet is produced in Huai'an, Jiangsu Province, and under the expansion of production capacity, shipments have also increased significantly from the second quarter of 2021.

As for the expansion of the three factories in taiding, the first quarter of this year is all completed, and it is expected that the monthly production capacity will increase by 4 million square feet, and the total production capacity of the multi-layer board will exceed 10 million feet per month.

Source: Juheng.com

Cover image source: Paixin.com