At the recent investor research activities, Chau Ming Technology communicated with investors on topics such as movie screens, Mini LEDs, and rising raw materials.
In terms of movie screens, Chau Ming's Unilumin UC-A41 products successfully passed the inspection and testing of the DCI authorized institution, the DMC Research Institute of Keio University in Japan, in May, and officially obtained DCI certification. It is also the first company in the domestic LED display industry to obtain DCI certification.
According to Gaogong's new display, DCI certification is the current international standard for digital cinema system certification, and obtaining DCI certification means that Chau Ming Technology can officially enter the global cinema market.
At the research activity, Chau Ming Technology revealed that at present, the company has realized the sales revenue of one film screen project, won the bid for three projects, and is actively negotiating cooperation with a number of film and television companies.
"Promotion and cost reduction of cinema led application scenarios
It takes time, and the cost is slightly higher than ordinary laser projection, but compared with giant screens, IMAX, etc., it also has a greater cost advantage." Unilumin Technology said that the company will try to promote pilot projects first, and has set up a special business unit to be responsible for operations.
In terms of Mini LED, Unilumin Technology believes that "new technology has pushed the industry into a new 'golden decade', and the Mini LED display market has broad prospects and will become a new growth point in the LED display market in the future. "
The industry has a clear path to transition from small-pitch LED to Mini LED, and then to Micro LED. The gradual reduction of the dot pitch means that the size of products with the same resolution will decrease significantly, and application scenarios will gradually increase. Unilumin Technology said that once technical difficulties are overcome to achieve commercialization and scale of new products, the size of the LED market will change in magnitude.
In the opinion of industry insiders, the current Mini/Micro In the industrialization of LED, mass transfer technology is one of the bottlenecks.
Zhou Ming Technology introduced, “Giant.
Volume transfer technology is a difficult problem that the industry has not yet overcome. As the dot pitch of LED display products further shrinks, this technology becomes more important. The company is also actively promoting related research and development. This is a difficult and long-term process. ”
Before the implementation of mass transfer technology, Unilumin Technology’s current Mini LED products were realized through precise grasping and solidification technology. The corresponding display control system was also self-developed, and the overall performance was good in terms of display effect, lamp surface temperature rise, contrast, flatness, and ink color consistency.
In terms of rising raw materials, Unilumin Technology mentioned at the research event that the biggest challenge facing the LED industry this year is the pressure on the supply chain. While raw materials are generally rising, the supply of core device driver ICs is tight, which has a very obvious negative impact on gross profit margins and shipping cycles.
Coupled with the impact of the epidemic, the competitive landscape of the LED display industry is also changing. Unilumin Technology said that the epidemic and rising raw material prices will put greater pressure on the operations of small businesses. Listed companies are better than small businesses in terms of centralized procurement and capital flow, and the degree of concentration will further increase.
l, the main competition in the future will mainly be the competition between large manufacturers.
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+ + According to Unilumin Technology, the equity incentive plan formulated by the company in 2020 has an assessment target of 8 billion yuan in sales in 2021. "The assessment indicator is set as sales, mainly based on market share. We hope to gradually increase market share to a new level in the next three years and further consolidate our leading position."
ANNA