Seoul Semiconductor Enters Samsung’s New Mini LED TV Neo QLED Supply Chain
CINNO Research Industry Information, Seoul semiconductor has entered Samsung Electronics’ Mini LED supply chain. Although the supply is not large, it is of great significance to expect to expand cooperation with Samsung Electronics on Mini LED and Micro LED.
According to a report by Korean media thelec on the 20th, Seoul Semiconductor has entered the supply chain of Neo QLED, a new product of Samsung Electronics’ Mini LED TV, and has already supplied some Mini LEDs. Seoul Semiconductor has become the second resource after Sanan Optoelectronics, the main supplier of Samsung Electronics’ Mini LED, and Sanan’s supply accounts for a large proportion.
Previously, in addition to Sanan, Taiwan’s Epistar and Chitron were also rumored to be expected to enter the Samsung Electronics Mini LED supply chain, but they finally decided to focus on other customer companies such as Apple. It is reported that Sanan has a competitive advantage in the price of Mini LED.
It is speculated that Seoul Semiconductor entered the Samsung Electronics Mini LED supply chain at the end of the first quarter of this year. After the introduction of Seoul Semiconductor, Samsung Electronics can cope with the abnormal supply of Sanan’s Mini LED and the demand for Mini LED exceeding expectations.
Seoul Semiconductor can expect to increase the supply of Mini LEDs as Samsung Electronics’ Neo QLED sales grow. Samsung Electronics’ Mini LED TV Neo QLED is a strategic product to benchmark the high-end TV market this year. However, since the price of Mini LED TV LCD panels has continued to rise since the second half of last year, it may become a stumbling block.
In the long run, Seoul Semiconductor will also aim to supply Micro LEDs to Samsung Electronics. Unlike traditional chip CSP, the Wicop technology developed by Seoul Semiconductor can be assembled directly on an ordinary assembly line without the need for a packaging process. Seoul Semiconductor said that both Mini LED and Micro LED can use Wicop technology.
Samsung Electronics plans to introduce RGB One Chip transfer technology that can reduce the number of core processes in the first half of the year. The RGB One Chip method does not need to transfer the RGB single chips to the substrate one by one, and the RGB can be integrated into one chip.
If RGB is integrated into one chip, the chip size will be larger than the existing RGB pixel chip, so the transfer difficulty will be relatively reduced. The number of chip transfers to a printed circuit board is reduced by one-third, and a shortened process improves productivity. It can also reduce the number of repair processes, thereby reducing the unit price of the product.
At present, the product price of Mini LED TVs is far more than 100 million won (about 580,000 yuan). Samsung Electronics is expected to ship less than 1,000 Mini LEDs this year, making it difficult to gain a share in this year’s TV market. It is reported that the Mini LED suppliers of Samsung Electronics’ Mini LED product The Wall are Chitron and Sanan.