Mini LED backlighting may ease the industry's oversupply trend

According to Taiwan LED chip According to Lee Biing-jye, chairman of the manufacturer Epistar, the oversupply of LEDs caused by Chinese manufacturer's capacity expansion will continue until 2018, but if the third quarter of this year, smart phones monitor The demand for backlighting Mini LED has begun to increase, and the trend of oversupply next year may be eased.

A 5-inch LED smart phone panel requires about 5,000 Mini LEDs for backlighting, costs about $10, plus other components, Mini LED backlight The total cost of the module is estimated to be between $38 and $45.

With a cost of $75 for 5 inches OLED Compared to smart phone panels, Mini LED backlights are 40% to 50% cheaper. As long as Mini LED backlit smart phone panels are display Quality, contrast and thickness Compared with OLEDs, it has a competitive advantage, so the demand for Mini LED backlights will grow rapidly.

As Samsung Display currently controls the supply of global OLED smart phone panels, Chinese smart phone manufacturers are willing to adopt Mini LED backlighting and cooperate with Epistar to conduct related trials. However, The size of the traditional LED backlight module is 5 to 8 times that of the Mini LED. If you want to switch to the production of Mini LED modules, supply chain manufacturers will have to adjust their respective equipment and processes.

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