Micro-LED: The dawn and challenges of a new era of commercialization

At a time when the wave of technology is surging, many major mass production events that have emerged like stars this year are like wisps of light penetrating the clouds at dawn, strongly indicating that Micro-LED is about to stride into a new era of commercialization. This emerging display technology, with its excellent performance potential and broad application prospects, is gradually becoming the focus of attention in the global science and technology field, attracting many industry participants to compete in layout, trying to seize the opportunity in this commercial blue ocean that has not yet been fully cultivated.
However, we must be soberly aware that the commercialization journey of Micro-LED is by no means a smooth and smooth journey. There are still many difficulties and obstacles between it and scale. It is like mountains and mountains that require overcoming many difficulties such as technology, industrial chain and market. At the technical level, key bottlenecks such as massive transfer, TFT backplane manufacturing and driving technology need to be broken urgently. These problems are like a tight shackle that constrains the pace of large-scale application of Micro-LEDs; in terms of the industrial chain, from upstream chip manufacturing to midstream Panel production to downstream terminal applications, the collaborative integration between various links will take time, and the disconnect in any link may lead to poor operation of the entire industrial chain; At the market level, the improvement of consumer awareness, the in-depth exploration of application scenarios, and the balanced control of costs and selling prices are all serious challenges before us. However, it is gratifying to note that the development of Micro-LED is not isolated and isolated, but relies on close collaboration and high integration between upstream and downstream manufacturers such as panels, chips, massive transfer and driver ICs, like stars forming a strong synergy to jointly promote the maturity and prosperity of this technology.
Therefore, it is particularly critical and urgent to explore and join hands with manufacturers with firm confidence in Micro-LED technology to work together to form a strong and solid industrial alliance. This alliance is like a solid bridge that can effectively connect all links of the industrial chain, promote the optimal allocation and efficient circulation of resources, and comprehensively enhance the core competitiveness and comprehensive benefits of the entire industry.
On December 19, with the active advocacy and full promotion of Chenxian Optoelectronics, the China Micro-LED Strategic Alliance was officially announced in Chengdu. This milestone event is like a bright star, shining brightly in the vast starry sky in the field of Micro-LED technology, marking that China has taken a solid step with far-reaching significance in this cutting-edge technology field and launched a strong sprint towards the grand goal of scale.

1. China Micro-LED Strategic Alliance: A New Engine for Collaborative Development

According to 52DP's in-depth understanding, the China Micro-LED Strategic Alliance came into being under the strong advocacy of Chenxian Optoelectronics. It is like a powerful magnet, bringing together many industry leaders, top research institutions, well-known universities and strong capital.
Its core mission and goals are clear and clear, that is, to deeply deepen industry-university-research cooperation and go all out to promote the R & D, innovation and industrialization process of Micro-LED technology.
With the help of the alliance, an innovative collaborative development model, close connection and deep integration between Micro-LED upstream and downstream industries can be promoted in a more efficient way. Just as precision gears mesh with each other, optimal allocation and efficient utilization of resources are achieved, thereby comprehensively improving the competitiveness and comprehensive benefits of the entire industry. Under the strong promotion of industrial chain collaboration, enterprises can break through information silos and strengthen the depth and breadth of information sharing and technological innovation cooperation. Through joint research and development, technical exchanges and resource sharing, production costs will be further optimized and the goal of reducing costs and increasing efficiency will be achieved. In addition, the alliance also helps to form a Micro-LED industry cluster effect with strong attraction and radiation, like pearls gathering into a bright necklace. Attract more outstanding talents and enterprises to come in succession to jointly promote industrial upgrading and sustained and steady growth of the regional economy, thereby significantly enhancing China's voice and competitiveness in the global Micro-LED market, allowing China to occupy a more favorable position on this key track for global technological competition.
When we refocus our attention on the macro situation of the development of the Micro-LED industry, it is not difficult to find that the industry is in a wave of changes, challenges and opportunities, and is facing three crucial challenges: In-depth breakthroughs and continuous innovation in technology, efficient collaborative integration of the industrial chain, and vigorous cultivation and reserve of professional talents. As an important force running through it, Chenxian Optoelectronics has always played a decisive and indispensable role, like a mainstay in the wave of industrial development.

2. Chenxian Optoelectronics: The mainstay of Micro-LED development

According to relevant information, Chenxian Optoelectronics, which was born out of Visionox, has launched an in-depth exploration of Micro LED technology since 2016, and officially established the Micro-LED project team in 2017 the following year. By recruiting talents, a core team has been formed that brings together relevant experts from various companies and veterans from the Micro-LED industry, focusing on technology research and development and product innovation.
Looking back at the development history of the LED display industry, although Micro-LED technology emerged as early as 1999 and first emerged, in the following long 20 years of development process, this promising technology became more like a shelved black technology, failed to gain widespread commercial application and large-scale industrialization promotion."" The industry's eyes and resources have focused more on the Mini LED field for a long time.
Until 2018, internationally renowned manufacturers such as Samsung and LG have displayed Micro-LED prototype products, which is like a prelude to commercialization, laying a preliminary foundation for subsequent large-scale commercial applications; During the period from 2019 to 2023, the R & D activity of Micro-LED technology has shown a significant increase, and commercial breakthroughs have been gradually achieved in market segments such as TV and AR glasses. However, this process is mainly led by leading international manufacturers. Domestic enterprises still face large gaps and gaps that need to be filled in many aspects such as technical reserves and industrial coordination.
During the same period, Chenxian Optoelectronics worked hard and successfully built the first Micro-LED full-process pilot test line in Chinese mainland. This feat is like lighting a bright light on the road to the development of the domestic Micro-LED industry. Not only that, Chenxian Optoelectronics has also actively joined hands with partners to jointly complete the development of the first set of various Micro-LED dedicated equipment and the domestic and independent development of Micro-LED process auxiliary materials. This series of eye-catching achievements can be regarded as a model for the coordinated development of the Micro LED industry, setting a benchmark for the independent innovation and localization process of the domestic Micro-LED industry.
The successful experience this time not only provides solid and powerful support for the smooth output of many of the first Micro-LED products in China, but also provides a valuable reference example for Chenxian Optoelectronics 'own subsequent production line construction and even the production line planning of other companies. At the same time, the successful cooperation model between Chenxian Optoelectronics and manufacturers in different links has also provided the entire industry with independently controllable massive transfer equipment solutions. It is like a key that opens the door to large-scale development of the Micro-LED industry. It has further effectively promoted the overall development process of the Micro-LED industry.
While achieving remarkable results in technological breakthroughs and industrial chain coordination, Chenxian Optoelectronics has also made major breakthroughs in key technologies. At present, Micro-LED technology is facing severe challenges in key technical problems such as massive transfer, TFT backplane manufacturing and driving technology. The solution of these problems will directly affect the commercialization process and marketing effectiveness of Micro-LED technology.
To this end, Chenxian Optoelectronics has implemented precise policies and targeted efforts to address these three major technical problems, directly hitting the pain points of the industry.

(1) Huge transfer yields achieved good results

Chenxian Optoelectronics's Micro-LED products mainly use 25-micron chips. With its independently developed patented technology, its one-time transfer yield has successfully reached an astonishing 99.995%, and a yield of 100% can be achieved after repair. Not only that, Chenxian Optoelectronics is not satisfied with this, and will continue to optimize and improve transfer yields and efficiency in the future. Taking 4K TV as an example, Chenxian Optoelectronics can achieve an efficient transfer speed of 10 million LEDs/h, and it takes only 4 hours to complete the production and manufacturing of a 4K TV display. This outstanding achievement means that Chenxian Optoelectronics can complete the production task of large size display screens in a very short time while maintaining a high yield, which is greatly conducive to optimizing production costs and thus accurately hit the huge amount of transfer. This key pain point has removed a major obstacle for the large-scale production of Micro-LEDs.

(2) Drive IC innovation breakthroughs

Chenxian Optoelectronics uniquely combines digital drive and analog drive, and through close cooperation with partners, jointly developed the first TFT-based Micro-LED dedicated hybrid driver IC in China. This innovative achievement can achieve a high-brightness display effect of 1.07 billion colors, 10-bit display quality and 600 nits; the scanning light emitting time is increased to 64 times compared with the original PM driver, which not only effectively avoids gray scale jumping, but also It can significantly reduce the instantaneous brightness and achieve healthy eye protection functions. This series of advantages allows Micro LEDs to enter more application markets more widely, such as high-end TVs, smart wearable devices, car displays, etc., opening up a broad space for the market expansion of Micro-LED technology.

(3) Leading seamless splicing technology

As an ideal choice for balancing the needs of large size display and high image quality, Micro-LED seamless splicing display technology faces severe challenges in TFT backplane technology in practical applications. Chenxian Optoelectronics bravely climbed to the peak of technology. Through the independently developed double-sided wiring technology and side routing technology, it successfully made the seam spacing between the screens 20 m, making the seam invisible in terms of visual effect. The splicing effect is similar to that of the whole machine. There is no difference between the display and free splicing can be perfectly realized.≤μ This leading technology provides a solid technical guarantee for the application of Micro-LED in the field of large-screen displays. For example, in large conference rooms, command centers, commercial displays and other scenarios, it can bring users a more shocking and smooth visual experience.

3. Micro-LED: The long journey from commercialization to scale

Nowadays, in the fiercely competitive LED display industry, overcapacity and the trend of involution have become severe realities that cannot be ignored, which makes the entire industry urgently need to find new growth points to break the deadlock and achieve sustainable development. Micro-LED