SMM: according to the latest news, Apple will launch a new iPad Pro, early next year, which may use the mini LED screen at the same time. Recently, there have been media reports that Apple is exploring the use of 10, 000 LED mini LED displays, each less than 200 microns. Because there are more LED and more dimming area, mini LED display can provide darker or darker black, higher brightness, richer colors, and greater contrast.
The price of the mini LED industry chain has risen one after another this year, and Gao Gong LED data show that the general light chip in the industry chain, which has been in the price downward channel for the previous two years, has also quietly opened the price increase mode in the past two months. Market news shows that Huacan Optoelectronics, one of the leading companies in LED chips, adjusted the price of light chips in November, an increase of about 6% and 8%. At present, the price of general light chips on the market is between 60 yuan and 85 yuan per chip (2 inch chips), and the price of high light efficiency white light chips is about 100 yuan to 150 yuan per chip (2 inches). The price has increased by 10% and 15% since the beginning of the year.
(GGII) of Gao Gong Industry and Research LED Research Institute said that since the second half of the year, as the domestic epidemic has been brought under control, the pent-up market demand in the first half of the year has been released rapidly, and both the LED display and the LED lighting market have shown a rapid recovery. In the past two years, leading domestic LED chip companies, such as San'an Optoelectronics, Huacan Optoelectronics and Zhaoyuan Optoelectronics, are actively cooperating with lighting market segments and grabbing market share of high-end lighting, with significant growth in export data. From January to September 2020, the cumulative export value of domestic LED lighting products from January to September was 23.46 billion US dollars, an increase of 5.45% over the same period last year.
Caihui combs the concept stocks related to white light chip as follows:
Mulinsen: the subsidiary's business scope covers all industrial chain links such as LED epitaxial wafers, chips, packaging modules, lighting applications and so on.
Huacan Optoelectronics: the company is a LED chip supplier engaged in the R & D, production and sales of LED epitaxial wafers and chips.
San'an Optoelectronics: the company is a company with 6-inch production line, large-scale R & D and production of compound semiconductor chips.
Hongli Zhihui: the company specializes in LED white light packaging business, benefiting from the price increase of LED.
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