In the field of Micro LED, which is full of potential, domestic equipment manufacturers are active and have achieved remarkable results. Since this year, many domestic Micro LED equipment have made new breakthroughs one after another, and many companies have begun to supply equipment to downstream customers. Among them, Yiben Technology performed well. On November 5, its independently developed and produced Micro LED wafer-level PL mass inspection equipment a-M1070 was officially shipped to Taiwan, kicking off the official delivery of the first set of equipment orders to customers in Taiwan. Since the company's product line was put into mass production, its shipments have basically covered the top customer groups in the Micro LED industry in mainland China, successfully realizing the local replacement of this type of equipment.
The a-M1070 mass detection equipment shipped by Yibei Technology this time uses advanced photoluminescence detection technology to achieve non-contact, non-destructive and ultra-fast luminescence performance detection. Ability to detect brightness and light from tens of millions of dies on Micro LED COW or COC wafers in minutesSpectral information, the smallest verified detectable core particle size reaches 3μm*3μm.
Not only that, since the launch of China’s first domestic Micro LED wafer-level PL mass testing equipment in July 2022, Yiben Technology has continuously won orders from leading customer groups in the Micro LED industry and quickly entered the mass production stage. In August this year, its independently developed and produced Micro LED wafer-level AOI mass inspection equipment was also successfully delivered to leading customers in the field of Micro LED mass transfer.
In addition to Yiben Technology, domestic equipment manufacturers such as Jingzhida, Jintuo, Delong Laser, China Microelectronics Corporation, Hefei Xinyihua, and Han's Semiconductor are also continuously working on Micro LED testing, packaging, mass transfer, stripping, repair, and epitaxial growth equipment, and have achieved the latest technology research and development results and business progress.
At present, the LED industry is still vigorously deploying Micro LED technology, and the industry development trend has not been affected by well-known technology companies. As downstream manufacturers accelerate the research and production of Micro LED, related production needs continue to increase, bringing valuable development opportunities to domestic equipment.
Recently, the well-known MOCVD equipment manufacturer Aistron stated that the LED industry is still conducting research on Micro LED technology, and the company has received a number of projects under construction for R&D and trial testing.Point production line customer orders, multiple customers are considering increasing Micro LED production in 2027 or 2028. Aixtron expects the company's Micro LED revenue to reach tens of millions of euros in fiscal year 2024, and is confident in the future development prospects of the Micro LED business.
Qiu Yubin, senior deputy general manager of research at TrendForce, pointed out that although Apple has canceled its mass production plan for the Micro LED version of Apple Watch in 2026, domestic and foreign companies are still promoting the development of Micro LED technology through acquisitions, joint ventures, cooperation, etc., and the determination and trend of companies to develop Micro LED have not changed.
TrendForce predicts that global Micro LED chip output will be worth approximately US$62 million in 2024, with most of the demand coming from large displays. With the development of Micro LED technology in the automotive display and near-eye display application markets, the global Micro LED chip output value will be close to US$600 million by 2028. This is only the output value of the Micro LED chip part. With the transfer, testing equipment, backplane and other industrial chains behind it, the output value of the Micro LED industry will far exceed US$600 million.
It can be seen that Micro LED productionThe industry as a whole is in development. With the joint efforts of the industry chain, the Micro LED mass production schedule is gradually approaching, which contains huge development opportunities. With the continuous advancement of domestic equipment technology, more domestic equipment manufacturers are expected to share the dividends of the rapid development of Micro LED in the future.
ANNA