Apple is about to launch Mini LED backlight products, and TV brand manufacturers have also successively introduced Mini LED. Previously, some manufacturers have launched Mini LED notebooks, and related business opportunities have gradually emerged. The legal person expects that PCB factories such as Taiding-KY, Zhichao, and Xinxing, as well as Zhending-KY and Tripod, which directly target American customers, will be the beneficiaries.
Nearly 50% of Trident’s product portfolio comes from Home (household) related products. Among them, TV boards are in good demand this year. The legal person said that Trident’s customers are mainly Japanese and Korean brands. Among them, the main Korean customers are developed from TFT, QLED, and 8K. , The Wall has done it. The customer plans to launch a new 65-inch Mini LED TV in the second half of the year. As the exclusive PCB supplier of control panels and backlight boards, Trident estimates that it will start delivering Mini LED related panels in October. Hope is not a small growth momentum.
In addition, the legal person further pointed out that in the first half of the year, thanks to the economic demand for housing and the eagerness to build safety stocks after the epidemic, Trident’s shipments are booming. In the second half of the year, it is expected to maintain the traditional peak season level, and next year Korean customers are expected to launch a variety of large sizes Mini LED-backlit TVs, in order to seize market share, have also begun to lock in Dongao business opportunities to prepare for the battle and scheduled production capacity. It is expected that Trident will benefit and its operations will maintain a growth trend.
Zhichao said that the display is a very important product line of the company and will never be absent from the Mini LED industry chain. At the same time, he also emphasized that Zhichao Mini LED is no longer in the research and development stage. trace.
Zhending expanded ultra-thin circuit boards in Huai’an this year. The market recognized that it was designed to meet the needs of the main American customers’ Mini LED high-end tablets or laptops. However, Zhending does not comment on individual customers or products. Zhending has invested in research and development of TVs, e-sports screens, etc., which are suitable for smaller display screens, more precise, thinner and lighter products, and its technical threshold is higher. Tripod, which has the opportunity to cut into the same supply chain, has not confirmed the follow-up application. It only said that it has begun to deploy the sample certification of Mini LED related products, and will not increase the volume until the first quarter of next year at the earliest.
Mini LED business opportunities also extend to equipment factories. AOI equipment factory Mu De stated that it has launched Mini LED PCB measurement/appearance full inspection equipment, but this technology is only starting at this stage. It is expected that the sparks this year will not be big, but it is indeed the next step. The mainstream, the future volume will definitely increase, but Mini LED is still a transitional product, and it will probably last for a transition period of one to two years, after which it may still be replaced by Micro LED.
The industry pointed out that the development of Mini LED in Taiwan is faster and better. However, the high unit price is a problem that the market has to overcome together. Although the challenge is still there, more and more brand manufacturers are introducing Mini LED technology. More investment in the supply chain can accelerate technological upgrading and cost optimization.