Shenzhen Konka A focuses on Micro LED and other fields to promote the industrialization of semiconductor optoelectronics

Recently, Shenzhen Konka A (000016.SZ) responded to investor questions on an interactive platform and stated that the company is currently laying out its layout in the field of semiconductor optoelectronics, focusing on the three major business segments of Micro LED and Mini LED chips, mass transfer, and display, and promoting the transformation of the optoelectronic business from technology research and development to industrial development. This statement once again demonstrates the company's strategic determination to delve deeply into the semiconductor field.

As a pioneer and long-term participant in the semiconductor field, Shenzhen Konjia established the Semiconductor Technology Division in 2018 and officially entered the semiconductor industry. In 2019, the company established Chongqing Konka Optoelectronics Technology Co., Ltd. (hereinafter referred to as "Chongqing Konka Optoelectronics") to further consolidate the industrial foundation.

Currently, Chongqing Konka Optoelectronics has established an intellectual property protection system covering the entire Micro LED industry chain. According to the latest statistics, Chongqing Konka Optoelectronics has accumulatedThe total number of patent applications reached 1,983 and 917 authorized patents, including 364 domestic authorized invention patents and more than 40 overseas authorized invention patents from the United States, Japan, South Korea and other countries. Its patent layout runs through key links such as Micro LED display chips, mass transfer, packaging structure, control, detection and repair, and its overseas patent scale ranks among the top in the industry. With its comprehensive strength in intellectual property innovation, Chongqing Konka Optoelectronics has been selected as the "Top 50 Intellectual Property Rights in China's LED Industry" for three consecutive years, and won the 25th China Patent Excellence Award in June 2025.

In terms of technological innovation, the Micro-level MIP technology (MicroinPackage) launched by Chongqing Konka Optoelectronics is driving changes in the LED display industry. This technology uses self-developed new laser mass transfer technology to arrange MicroRGB chips into design graphics.Optical welding and wafer-level packaging, then cutting and packaging into RGBMIP devices, and BIN classification based on brightness and wavelength to ensure pixel yield and uniformity, realizing the mini application of Micro chips.

Compared with traditional COB technology that uses 4*8mil, 3*6mil and other size chips (chip size is greater than 100um, and only supports P0.6 display specifications at most), MIP technology uses smaller size chips such as 60*80um, 40*60um, 34*58um, 20*40um, 52*52um, etc., which can achieve ultra-fine pitch display from P0.5 to P0.2. This technology not only has greater room for cost reduction, but its high black ratio design can also significantly improve the contrast of the display, further enhancing the commercial value of the product.

Currently, relying on mass transfer and blue film shipping technology, Chongqing Konka Optoelectronics' Micro-level MIP already supports ultra-fine pitch displays above P0.3. Existing MIP products such as 0404 (400*400um) and 0202 (240*240um) can cover the full range of display requirements from P0.3 to P0.9, and have reserved key technologies for commercial applications in the micro-pitch market below P1.0. Once large-scale application is achieved, it will significantly improve the completeness of the supply chain, accelerate market expansion, and promote the overall commercialization process of the industry.

In June 2025, China Resources Co., Ltd.'s acquisition of the equity of Konka Group Co., Ltd. was unconditionally approved, and the equity transfer was completed in July. After the transfer is completed, China Resources holds a total of 30% of the equity of Konka Group through its subsidiaries and becomes the new controlling shareholder.

At the Konka professional integration conference held on August 15, Wang Xiangming, chairman of China Resources Group, said that Konka will further clarify its strategic direction, optimize resource allocation, enhance technical capabilities, management capabilities and market competitiveness, serve consumers with excellent products, reward investors with excellent performance, and reward partners with an open ecosystem.

seline; color: rgb(51, 51, 51); letter-spacing: 1px; text-indent: 0px;'>The entry of China Resources into the company is regarded by the market as a key turning point in the development of Shenzhen Konka A, and is expected to inject new momentum into the company from many aspects. On the one hand, China Resources Group has strong financial strength and extensive industrial resources, which can provide Shenzhen Konka A with more stable financial support and help it accelerate semiconductor business research and development and production capacity construction; on the other hand, China Resources has rich experience in industrial integration and market operations, which will help Shenzhen Konka A. Optimize business structure and expand market share; in addition, China Resources Microelectronics, a subsidiary of China Resources, has a complete semiconductor industry chain covering chip design, manufacturing, packaging and testing. In the future, it is expected to form synergy with Shenzhen Konka A at the technical and resource levels to jointly promote the semiconductor business to a new stage of development.