On February 5, Sam An Optoelectronics, a wholly owned subsidiary of Xiamen San'an and Samsung Electronics, entered into the relevant agreement, Samsung Electronics will pay advance payments of 16.83 million U.S. dollars in exchange for Xiamen San'an supply. LED chip If Samsung Electronics monthly orders may exceed the maximum number of agreements agreed, the two sides will discuss in advance expansion conditions.
In addition, Samsung Electronics also discussed the MicroLED strategic cooperation with Sanan Optoelectronics. When San'an Xiamen reaches mass production capacity, Samsung Electronics will consider Xiamen Sanan as the prime supplier and negotiate a supply agreement acceptable to both parties. And the agreement is exclusive, that is, Xiamen San An exclusive agreement shall be within 3 years after the supply of Samsung Electronics agreed by its production line LED chips.
Through this strategic cooperation, Samsung Electronics expects to secure a strategic and stable supplier, and Xiamen Sanan hopes to lead the MicroLED market.
At present, the LED industry stronger stronger leading role has been highlighted, Matthew effect of the industry obviously, the resources will be more strategic focus on the industry leader.As the world leader in LED industry, Mitsuhiro Optoelectronics, has surpassed the crystalline electricity, according to statistics display , San An Optoelectronics present market share of about 17%, with the continuous improvement of industry concentration, San'an Optoelectronics market share will be further enhanced.
MicroLED market warming, Samsung accelerate the layout to grab the city
MicroLED topic from the second half of 2016 began sharp warming.It was initially reported that Apple will take the lead in 'next generation' Display technology MicroLED-related products Apple Watch launch, but eventually 'misunderstood' However MicroLED remains the direction of a 'future' display for the industry giants and upstream companies.
In early January of this year, Samsung Electronics introduced the world's first 146-inch modular 'The Wall' TV on the eve of 2018 Consumer Electronics Show (CES) featuring a MicroLED screen.
It is reported, MicroLED technology eliminates the need for color filters or backlights, but also allows the screen to provide consumers with the final viewing experience and it OLED Similarly, each miniature LED is self-luminous, and the MicroLED screen sets the standard for future screen technology in terms of durability and effectiveness, including luminous efficiency, lamp life and power consumption. 'The Wall' Television is still in the concept phase, but Samsung already has a clear business plan.
From Samsung at Micro LED display In terms of before and after action, Samsung took the lead aimed at the movie market, the product name is Cinema LED. From the public information point of view, Samsung in 2017 July for the first time Cinema LED screen into the Lotte movie world building in Korea, and in 2018 2 On January 4, Samsung Electronics together with Wanda Film and Harman China jointly announced the first MicroLED movie screen to be set up at Shanghai Wujiaochang Wanda Studios. MicroLED complements Samsung as the world's leading display company in the 100-inch project, the high-end video wall display And digital movie screenings of the product absence and short board.
The information disclosed in the cooperation agreement with Sanan Electronics is enough to see the ambition of the two parties to work together to seize the opportunities in the MicroLED market and Samsung Electronics pre-paid 16.83 million U.S. dollars to San'an Optoelectronics to ensure the supply of Samsung LED chip production capacity , Highlighting the three security photoelectric Samsung Electronics New display The most important partners in the field, and San'an Optoelectronics in this partnership with the right to speak, highlighting the company LED chip leader in the industry status.
LED chip Supply and demand prosperous LED technology upgrade
Domestic lighting market is expected to continue to maintain steady growth. According to the data display , In 2017, the global LED lighting market output value reached 536 billion yuan, of which China LED lighting output value of 296.9 billion yuan, an increase of nearly 21%, accounting for 55. 40% of the world, of which LED lighting export scale of more than 20 billion US dollar, an increase of more than 37%, taking into account the global LED lighting penetration rate is still doubling the space, the LED market will maintain a high degree of prosperity.
LED industry boom in the context of rising, the major leading manufacturers competing expansion.In 2017, Sanan Electronics 33300000000 yuan semiconductor project led the project; dry Photoelectric more than 700000000 yuan expansion red, yellow LED chips ; Hua Can photovoltaic 1 billion expansion of aquamarine, 2.5 billion investment to build LED epitaxial wafers, chip four projects.
Although the current supply and demand of LED chips booming, but companies need to guard against overcapacity industry crisis.Currently, LED chip makers rely on subsidies is still an indisputable fact.According to the relevant data, San'an Optoelectronics in 2017 received about 400 million yuan US $) of government procurement of equipment, compared with 388 million yuan in 2016 subsidies, an increase of 11. 7%.
Insiders pointed out that the LED industry, technology updates quickly, with the release of various manufacturers capacity, LED chip prices or will also be affected by supply and demand, the current price of some chips have declined compared to the previous Earlier this year, Interactive platform in response to 'LED chip prices are there a risk of landslide' also admitted that the chip prices should decline every year, because the cost is declining.
In this context, the major leading enterprises continue to layout of new technologies to enhance the core competitiveness of enterprises.In fact, the layout of SanLian Optoelectronics MicroLED as early as has been clues, in June 2017, Sanan Optoelectronics in Panorama Network Reply Investors asked the question, MicroLED is the focus of future development, the company began a year or two ago in research and development.
The First China (International) Micro in 2017 LED display Summit Forum ', Mitsuhiro vice president of photoelectric introduced MicroLED's technology has a full range of reserves: can provide vertical or flip chip products; can provide RGB three color chips, directly on a wafers to give Customers; have the fifth generation of MicroLED test technology; have been able to achieve 15 million high-speed transfer per hour, and hope that 2018 in July to do 300 million.
It is understood, Micro LED display In the brightness, power saving, resolution has a strong advantage in the future with the future cost gradually reduced, MicroLED is expected to large-size home market, AR / VR market access to greater opportunities for development.According to estimates, if the future 10 % Of the large size display with MicroLED technology, you need 18 million LED epitaxial wafers a year, if you reach 50% you need 91 million, is expected to greatly enhance the total demand for the LED chip industry for the San'an Optoelectronics and LED industry opened a blue ocean market.
It can be seen that the cooperation between Sanan Optoelectronics and Samsung Electronics in MicroLED has laid a solid foundation for Sanan Optoelectronics in the MicroLED chip segment, which will help enhance the company's competitiveness in the high-end products field and further open up the international market space to upgrade Company's market share, the company laid the foundation for development goals.
