1, now LED chips mainly dividend yellow light and blue-green light, red and yellow light applied in a variety of indicators above, the market capacity is relatively small, blue and green is the big head, mainly used in outdoor display, landscape lights, lighting, etc., as well as headlights, projectors.
2, this technology has no threshold, dry light, Zhaochi and many other companies are doing, plus micro localization equipment, industry overcapacity, nothing to look at. Look at the three safety report also know that the inventory is very large. In the past, small factories invested several hundred million dollars to buy equipment and production lines can be built up, and now the chip has been reduced in price, small factories live very difficult.
3, LED points in miniLED, three an old factory in production reduction, the new factory is expanding production, and bought a lot of equipment this year. There are two reasons for the expansion of the new plant, one is to prepare for miniLED, and the second is to have capacity commitments with the government.
4, miniLED technology is also mature, mainly to see the downstream application situation, specifically to see when Apple can push the miniLED screen. The application scenario of miniLED is no longer lighting, but a variety of medium size displays, such as tablets and computers.