Mini/MicroLED has become a breakthrough in the semiconductor display industry. In the early morning of April 21st, in the much-anticipated "Spring Festival Evening" of the technology circle-Apple's new machine launch conference in spring, the previously rumored MiniLED display was finally displayed at the finale of the new 12.9-inch iPadPro.
with apple's entry into MiniLED, it can be predicted that Mini/MicroLED has become the most popular screen video technology at present. The stock price is the leading signal. With Apple's entry into MiniLED, the concept stocks of Mini/MicroLED have all risen.
share price comes first
during the two weeks from March 25th to April 7th, that is, after the CMMA conference, the Mini/MicroLED concept stocks all rose. For example, TCL Technology closed at 9.19 yuan on March 25 and 9.97 yuan on April 7, up 8.49% during the period. Liard rose from 6.96 yuan to 8.6 yuan, up 15.8% during the period. BOE rose from 6.4 yuan to 6.56 yuan, with an increase of 8.61% during the period. Xiaomi rose from 23.9 yuan to 26.3 yuan, during which it rose by 1.%. Konka rose from 6.4 yuan to 6.23 yuan, during which it rose by 3.15%.
the overall rise of mini/micro led concept stocks is not only related to apple's entry into MiniLED, but also related to the holding of major enterprises in the MiniLED industry chain.
a few years ago, the LCD panel, the LED display screen and the consumer terminal were on their own, and they only collided with each other at the summit of their respective camps. At present, china video industry association Mini/MicroLED Display Industry Branch (CMMA Branch for short) has attracted many leading enterprises from different fields to form an alliance. In the form of new organization, they are both working for Mini/MicroLED to reduce costs, set standards, build patent pools and build industrial development funds.
on March 25th, 221, more than 3 enterprises at home and abroad jointly initiated the establishment of CMMA Branch, and held the "First General Meeting and High-quality Development Forum of the New Generation Display Industry" in Beijing. Although the CMMA branch has not been established for a long time, its every move has a far-reaching impact on the Mini/MicroLED industry.
CMMA Branch unites the majority of member units, accelerates the industrialization, scale and commercialization of Mini/MicroLED, and undertakes to build a new ecology of Mini/MicroLED display and improve people's better life with high-quality audio-visual terminals.
It is understood that CMMA Branch has absorbed many core enterprises in the upstream and downstream of the Mini/MicroLED industry chain, including TCL, Hisense, Huawei, Xiaomi, Skyworth, Konka, Glory, Samsung, Sony, Liard, Abisen, Mulinsen, Altai, BOE, TCL Huaxing Optoelectronics, Hui Ke, Visionox, Sanan, Huacan, Ruifeng Optoelectronics, etc.
Zheng Youliao, chief scientist of CMMA Branch and academician of China Academy of Sciences, said that the establishment of CMMA Branch will definitely promote the development of Mini/MicroLED technology and industry in China and contribute to the high-quality development of China's information technology industry.
TechDays hits hard
Holding the first general meeting in Beijing from March 24th to 26th is only a key work of CMMA branch in 221. Another key work of CMMA Branch in 221 is to build the second global Mini/MicroLED TechDays Technology Week at Shanghai New International Expo Center from July 3th to August 1st, and log on to UDE221, with the theme of "Investing in Industry-University-Research for political purposes, making the next five-year life mutually inclusive".
The 2nd Global Mini/MicroLED TechDays brings together entrepreneurs, R&D and market strategy professionals of LCD, LED and semiconductor who are committed to mini/micro LED technology from all over the world, and provides the largest technology event for the latest technology and product display, technology sharing, market trend sharing and industrial interaction.
The three-day TechDays includes 1, Mini/MicroLED whole industry chain achievements exhibition and new products centralized release week, and the second global Mini/MicroLED display leaders summit with 2, participants. The white paper release standard was released for three days, and the industrial and commercial docking, investment and financing docking media interviews, reports, exhibitor live show, user experience leader dinner and welcome dinner were not repeated.
in the Mini/MicroLED industry chain achievement exhibition, the exhibition scope covers: MiniLED backlight industry chain (including small and medium-sized and large-sized), micro led direct display industry chain (including small and medium-sized and large-sized), and terminal applications (display screens, outdoor large screens, televisions, ultra-high-definition displays, mini backlights, wearable devices, vehicle-mounted products, etc.).
in addition, there is a great demand for technology week activities, many participating enterprises, a wide range of industries and high docking accuracy, so a purchasing group was specially invited to organize. Hundreds of buyers from the upstream and downstream of the global Mini/MicroLED display industry chain will conduct docking negotiations with exhibitors. Set up centralized visits, business docking and new product introduction!
the second global Mini/MicroLED display leaders summit has always been an industry vane, with top-level industries meeting face to face, horizontally exchanging technologies and vertically discussing business scene innovation. At the summit, we will also discuss the technical difficulties that plague the industrial development, such as epitaxial chips, display drivers, inspection and repair, huge transfer, packaging and testing, seamless splicing and yield improvement, and the topic of mass production. And discuss the innovation of business scenes, focusing on the leading enterprises of Mini/MicroLED display in the industry, and discuss the latest insights and future development trends. Explore commercial scenes, including cinema, office, commercial display, special display, TV, tablet, laptop, AR, car, etc.
more importantly, in Mini/MicroLED TechDays, there are also technical standards released, including "MicroLED display screen technical specification" and "MinLED backlight LCD TV technical requirements". The release of these technical standards has a decisive impact on the future development of Mini/MicroLED industry, which is also an important factor affecting the trend of Mini/MicroLED concept stocks.
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