This week, the MiniLED/Micro LED field is still bustling. In terms of products, Konka and Philips have successively released new MiniLED TV products, AOG MiniLED notebooks, Philips MiniLED displays opened pre-sale; in terms of corporate dynamics, VueReal completed over-financing, and Voger Optoelectronics and Zhongqi Optoelectronics reached a cooperation. In addition, it is currently in the intensive disclosure period of annual reports and quarterly reports, and the "report card" of enterprises is also full of points. For more highlights, see the review below.
【Featured Events】
★ Vogue Optoelectronics and Zhongqi Optoelectronics reached a cooperation
On April 17, Vogel Optoelectronics announced the signing of a strategic cooperation agreement with Zhongqi Optoelectronics, and the two sides will cooperate in the field of semiconductor chip packaging substrates and Mini/Micro displays. According to the cooperation agreement, within five years of cooperation, Zhongqi Optoelectronics will purchase glass substrates from Voger Optoelectronics, with an amount of not less than 800 million yuan; in the follow-up marketing work in the field of semiconductor chip packaging substrates and Mini/Micro display, Zhongqi Optoelectronics will give priority to the use of Voger Optoelectronics' encapsulated glass substrates or other related products.
★ Lehman Optoelectronic Pop-up Experience Store opened to accelerate the development of Micro LED C-end business
On April 16th, Lehman's "Giant Screen Cube" theme pop-up store opened in Shenzhen, bringing 138-inch and 165-inch LEDMAN Giant Screen products to the scene. It is reported that Lehman Optoelectronics is accelerating the promotion of home displays and opening up offline sales channels. Follow-up Lehman will also continue to open offline stores across the country, vigorously promote offline experiential marketing, and accelerate the layout and penetration of Lehman Optoelectronics in the home display market.
★VueReal overfilled $14 million in Series B funding
On April 18, VueReal, a Canadian developer of Micro LED technology, announced the completion of an oversubscription of $14.4 million (about RMB92.36 million) in Series B financing, which will be used to expand VueReal's customer base, team and enhance existing equipment, and promote the commercialization of VueReal's efficient microprinting platform.
★ Light Technology launched a new optical waveguide product, which can be applied to consumer-grade AR glasses
A few days ago, The Light Technology launched the second generation of diffracted optical waveguide products, excellent performance in terms of efficiency, uniformity, imaging quality, etc., with Micro LED optical machine, the average light efficiency of full-screen brightness is higher than 320 nit/lm, the imaging uniformity is more than 95%, and the field of view of the monolithic design reaches more than 40 °. The product has the advantages of mass production and cost, which can meet the needs of consumer-grade AR glasses.
★ Huatian Technology's new display devices and other projects are expected to be put into operation in August
On April 19, Huatian Technology's new display device project is expected to be completed in May this year and put into operation in August. The project is located in Shaoguan High-tech Zone, Guangdong Province, with a total investment of 970 million yuan, will be built with the international leading level of integrated circuits and new display devices manufacturing base, after production with an annual production of integrated circuits and new display devices 28 billion, display modules 5000 square meters, is expected to annual output value of 1 billion yuan.
★ India plans to develop its own LED driver chip to revitalize "Made in India"
On April 13, India established the EPIC Foundation, a non-profit organization, to build Indian-made electronics and Indian brands and revitalize the Indian electronics industry. The foundation plans to produce 700 million LED driver chips and 10 million tablets, while creating a $45 billion market for Indian electronics. Previously, India's LED driver chips were mainly imported from China.
【New Products and New Technologies】
★ Philips unveils two new Porsche-designed MiniLED backlit TVs
On 22 April, Philips unveiled two Porsche-designed MiniLED backlit TVs – the PD9100 and PD9180. Both products measure 75 inches. In terms of parameters, PD9100 resolution is 3840x2160, PD9180 resolution is 7680x4320, both products have 1024 light control partitions, 120Hz refresh rate and VRR variable refresh rate. The prices of PD9100 and PD9180 are RMB26,999 and RMB49,999 respectively.
★ Konka launched a new MiniLED backlit TV with a starting price of less than 10,000 yuan
On April 18th, Konka held a spring new product launch conference, released its high-end brand "APHAEA", the latest MiniLED backlit TV product A6 Pro, the product refresh rate reached 120Hz, support multi-way control, and equipped with JBL 60W high-power audio and Konka's new large-screen operating system ME Grapefruit OS. The A6 Pro includes four versions of 65, 75, 86 and 98 inches, with prices of 9999 yuan, 14999 yuan, 19999 yuan and 39999 yuan, respectively.
★ Philips 27-inch 4K MiniLED display opened pre-sale, the initial price of 8999 yuan
April 19 news, Philips new MiniLED display 27B1U7903 opened pre-sale, the first preferential price of 8999 yuan. In terms of product parameters, the display has 2304 partition backlight, 27-inch 4K resolution, 97% DCI-P3, 99% AdobeRGB color gamut range, peak brightness of 1600 nits, supports HDR1400 standard, and has passed VESA Display HDR1400 certification.
★ROG Ice Blade 6 dual-screen MiniLED backlit notebook opened pre-sale, the first price of 55999 yuan
April 20 news, ROG Ice Blade 6 double screen notebook has now opened pre-sale, April 24 officially launched, the first price of 55999 yuan. The notebook's home screen is equipped with a 16-inch screen with MiniLED technology, 512 backlit partitions, a resolution of 2.5K, a refresh rate of up to 165Hz, a peak brightness of 1100 nits, and a dynamic contrast ratio of 100000:1.
★ Thunderbird Air AR smart glasses are available, equipped with a Sony Micro OLED display
On April 19, AR cutting-edge company Thunderbird Innovation launched a new AR smart glasses Thunderbird Air on Jingdong. The glasses use polarized BirdBath optical technology solution, with two Sony Micro OLED display screens with a resolution of 1920×1080, with a contrast ratio of 100,000:1, a field of view of 47°, and a full coverage of the 107% sRGB color gamut. At present, the price of Thunderbird Air AR smart glasses in JD.com is from 3699 yuan.
★ Philips launched a 27-inch 4K OLED display, the first 6999 yuan
On April 18, Philips launched a new 27-inch OLED display - 27E1N8900, the initial price of 6999 yuan, on sale on May 1. In terms of parameters, the display has a 4K resolution, a contrast ratio of 1 million: 1,10bit color depth, Delta E is less than 1,99.6% Adobe RGB color gamut, 99.7% DCi-P3 color gamut, peak brightness up to 540nit, response time can reach 0.1ms.
【Performance Show】
This week, 10 LED-related companies, including Lehman Optoelectronics, released the first quarter of 2022 results, of which the net profit of Space-time Technology increased the most, reaching 327.01%.
In addition, a total of 8 LED-related companies released their 2021 annual reports this week, of which Fuman micro's net profit increased the most, reaching 354.32%.
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