BOE Huacan Micro LED business enters a new stage and comprehensively promotes industrial development

On March 19, BOE Huacan held a high-profile Micro factory product delivery ceremony. During this event, BOE Huacan comprehensively demonstrated its latest solutions, ecological construction results and production capacity strategic layout in the field of Micro LEDs, attracting widespread attention from inside and outside the industry.

1. Delivery of Micro LED mass production products, achieving key milestones

BOE Huacan officially announced the full delivery of Micro LED mass production products. This important move marks the company's successful completion of Micro LED chips starting from research and development, going through the trial mass production stage, achieving stable mass production, and finally successfully moving towards commercialization. Key journey. This milestone leap not only demonstrates BOE Huacan's strong strength in technology research and development and manufacturing, but also lays a solid foundation for the widespread application of Micro LED technology in the market.

2. Clarify production capacity planning to help the large-scale development of the industry

At the delivery ceremony, BOE Huacan simultaneously announced a detailed production capacity plan for Micro LED products. It is estimated that by 2025, the company will achieve a Micro LED wafer (COW) production capacity of 1000 units (RGB) per month, and a Micro LED pixel device (MPD) production capacity of 2500kk units per month. These production capacity will be widely used in many popular fields such as large size commercial displays, AR/VR head-mounted display devices, ADB lights, and wearable devices, effectively promoting the large-scale application process of Micro LED technology and contributing to the rapid development of the industry Inject strong impetus. At the same time, BOE Huacan also said that it will pay close attention to market demand dynamics and may launch the second phase of production expansion plan in the future. If implemented, production capacity will double, further meeting the growing market demand for Micro LED products.

3. Release new products and demonstrate technical strength

BOE Huacan released new COW/COC product 1530@6inch and new MPD product 0303 0202 at the event site&, and displayed relevant process processes, fully demonstrating the company's profound technical accumulation in the field of Micro LEDs. Among them, COW/COC's new product 1530@6inch uses a 6-inch wafer and a chip size of 151.5 m x 301.5 m. It has a yield of up to 99.99%. It has achieved diversification and improved brightness in terms of high light efficiency, and excellent epitaxial uniformity. Among MPD's new product 0303 0202, the device size of 0303 is 300 x 300 m, and the pad size is 75 x 85 m; the device size of 0202 is 220 x 225 m, and the pad size is 60 x 58 m. Both new products adopt a three-in-one structure and have efficient die bonding characteristics. The pad is large, the die bonding through-rate is>80%, the pad area is 6 times that of ordinary products, and the thrust strength reaches 7 times, ensuring high welding strength. According to BOE Huacan, MPD (Micro Pixel Device), as a new generation display technology platform, can achieve ultra-high black area ratio, optimal white balance viewing angle, and increase the die bonding efficiency by 2/3, making it especially suitable for micro-pitch scenes.

4. Display diverse products and improve the industrial layout

At the event site, BOE Huacan displayed a variety of Micro LED products covering large screen displays, car displays, AR micro displays and other fields, clearly presenting its comprehensive layout in the Micro LED field. BOE Huacan's world's first large-scale mass production 6-inch Micro LED production line project has a planned area of 500 acres. The currently completed first-phase base covers an area of about 217 acres, with an investment amount of about 2.3 billion yuan. It mainly produces Micro LED wafers/pixel devices. The second phase of the project covers an area of about 120 acres and mainly produces Mini/Micro display products to provide customers with overall solutions. When both phases of the project are completed, it will achieve a production capacity of 24000 Micro LED wafers per year (6 inches) and 45000kk per year for Micro LED pixel devices, equivalent to a total production capacity of 6-inch wafers of approximately 30,000 chips per month. The Micro LED wafer and pixel device production line created by this project can provide high-quality Micro LED products to customers with different application needs, and achieve high production yields while ensuring good luminous efficiency and wavelength consistency., initially realize the industrialization of Micro LEDs and gradually improve the company's layout in the Micro LED ecological chain.
In terms of market supply, BOE Huacan will play multiple roles based on its own advantages. As a supplier of Micro LED chips, it will deliver products to leading application-side companies such as LG, Huawei, Konka, Chenxian, and BOE through Chip on wafer/Chip on carrier. As a supplier of pixel devices, products will be delivered in the form of bin for use by chip core, Xida, Zhouming and other module factories through die solidification. As a small screen supplier, it will be delivered in the form of a small size screen to provide display modules for end products for AR and VR glasses brands/foundries, HUD manufacturers, smart watch brands/foundries, etc.
Previous announcements showed that after the Zhuhai Micro LED project reaches production capacity, BOE Huacan Micro LED chip products (including Micro LED wafers and Micro LED pixel devices) are expected to add 1.078 billion yuan in operating income. In the product display session, BOE Huacan brought a number of eye-catching products. The Micro LED 0.12-inch display is a monochrome display product suitable for high PPI displays, wearable devices, and AR glasses. The light-emitting area size is 2.43mm and1.8mm, the resolution is 640480, the pixel size is 3.75 m, and the number of grains is 307200. The number of screens produced using a 6-inch wafer is 916, and the brightness is>1000000nits. The ultra-high-bright glass-based Micro LED HUD is aimed at various car and airborne head-up display applications. The single screen size is 3.8 inches, the brightness is 150000nits, the contrast ratio is 3 million: 1, and the pixel density is 431. It has advantages such as ultra-high brightness, ultra-high contrast, and ultra-high pixel density. In addition, the 162-inch Micro display screen highlighted on site has a resolution of38402160, a chip size of 6080m, a brightness of 800nits, and a contrast ratio of 100000:1. It adopts massive transfer + RDL technology and is mainly used in P1.2 - 0.6. The ultimate specification can be lowered to 0.4 - 0.3.

The comprehensive delivery of BOE Huacan Micro LED mass production products is of great significance. It not only marks a major breakthrough for the company's own Micro LED field, but will also effectively promote"" the implementation of Zhuhai's trillion-level industrial city strategy. By forming an MLED industrial ecosystem, we will promote the iterative upgrading of display technology, thereby enhancing the competitiveness of the regional economy, and contributing important forces to industry development and regional economic growth.