Qianzhao Optoelectronics and Innolux Optoelectronics make efforts in the field of MLED

Recently, Qianzhao Optoelectronics and Innolux Optoelectronics have released heavy news, clearly tilting their business focus towards the MLED field, which has attracted widespread attention in the industry.
On March 26, Xiamen Qianzhao Optoelectronics announced that it would make major adjustments to semiconductor R & D and production projects such as VCSEL and high-end LED chips. The project direction would be shifted to the R & D and production of Mini/Micro display epitaxial wafers, chips and other high-end chips., and simultaneously signed a new investment agreement.
3 月 26 日，厦门乾照光电对外发布公告，宣布对 "VCSEL、高端 LED 芯片等半导体研发生产项目" 做出重大调整，项目方向转变为 "Mini/Micro 显示外延片、芯片及其他高端芯片研发与生产"，并同步签订全新投资协议。According to the announcement, Qianzhao Optoelectronics and its related subsidiaries Qianzhao Semiconductor, Qianzhao Technology and other related subsidiaries reached a "R & D and Production Project Investment Agreement for Mini/Micro Display Epitaxial wafers, Chips and Other High-end Chips with the Management Committee of Xiamen Torch High-tech Industrial Development Zone, changing the specific content of the original investment agreement.
This change covers the assessment terms of the cumulative incremental comprehensive economic contribution and the cumulative incremental local financial contribution during the period from 2024 to 2031.
此次变更涵盖 2024 - 2031 年期间累计增量综合经济贡献以及累计增量地方财力贡献的考核条款重新约定。The commitment indicators in the original investment agreement will no longer be assessed, and the parts of relevant policy support that have not yet been implemented will no longer be implemented.
乾照光电方面表示，此次项目调整与公司的战略发展规划及产业布局高度契合，有助于公司集中资源深耕核心主业，进一步增强自身的核心竞争力。Looking back at Qianzhao Optoelectronics '2024 semi-annual report, funding for semiconductor R & D and production projects such as VCSEL and high-end LED chips comes from self-financing by the company. As of the reporting period, the construction progress of the project was 13.9%, and the cumulative actual investment amount reached approximately 202 million yuan.
Innolux Optoelectronics adds Micro LEDs to establish an independent new company
On March 27, according to a report by the Taiwan media Industry and Commerce Times, Innolux Optoelectronics officially established a new company, Advanced Micro Lux Holding Limited, in February this year.
3 月 27 日，据台媒工商时报报道，群创光电在今年 2 月正式成立新公司 -- 群超显示科技股份有限公司（Advanced Micro Lux Holding Limited）。This new company will fully focus on the research and development and manufacturing of microled technology, and will be personally led by Wang Zhichao, former chairman of Innotech.
据悉，群超显示科技公司的注册资金为新台币 1.5 亿元（约合人民币 3289.5 万元），公司设立在群创位于竹南的 T3 厂。It is worth mentioning that the T3 factory was previously Tonbao's LTPS panel factory and has now become the core research and development base of Innolux MicroLED.