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Micro LED technology will begin to disrupt the supply chain

Micro LED and Mini LED are currently facing different challenges. They are at a completely different stage in terms of size, market readiness and consumer acceptance. As seen in the 2020 International Consumer Electronics Show (CES 2020), Mini LED products are slowly being commercialized. Micro LED technology is generally still in the development stage, because the components are smaller and more difficult to place accurately and quickly. Generally speaking, if Mini LED and Micro LED are to be commercialized, they need to be adopted by the upstream and downstream of the supply chain, and be understood and widely accepted to further support the continuous development of the foundation of new technologies.

Matthew Gerber, CEO of Rohinni, a US Micro LED technology company, said that for the development of the Micro LED market in the next two years, Micro LED technology will begin to subvert the supply chain, just as Mini LED technology has already done. He believes that the adoption of Micro LED requires efforts from all over the supply chain, from manufacturers to providing products to consumers. People have seen suppliers adopt their technology to prepare for the subversion of Micro LED technology. The systems and processes used to support new technologies are different from those used to support Mini LEDs. The company will continue to develop technical solutions that can mount microchips with the precision and speed required for commercial products.

Micro LED technology will begin to disrupt the supply chain

Because Micro LED components are smaller and more difficult to mount accurately and quickly, the supply chain can be integrated horizontally to achieve commercialization

At the same time, Gerber also believes that Micro LED will be widely used in several application areas. He believes that the display technology will eventually adopt Micro LED technology, because smaller components will allow direct emission displays to achieve smaller sizes and wider applications. The company team believes that the application range of Micro LED covers from VR glasses, small displays to large-size direct emission screens, because its size is only a small part of Mini LED. Many product applications have not yet been discovered, because people have only just begun to freely use such small components to design products.

In addition, because Mini LED has a smaller space, higher reliability and better image quality, the industry predicts that by 2023, Mini LED revenue will reach 1 billion US dollars. The huge market potential has attracted many companies to develop technology. Rohinni is committed to making the Mini LED placement process easier. The company’s end-to-end process starts from a very simple concept, and compared with competitors’ solutions, Gerber said that the company’s products have Proven to provide higher yield, more accurate placement and faster speed. More than 99.999% of the placement quality has been proven on the company's internal production line with 3 Sigma accuracy at 10um. In addition, the company's process also demonstrated that the placement speed of a single placement head is 75Hz, and it can be increased to a faster speed when using multiple parallel placement heads.

Gerber added that the Rohinni process covers the entire placement process and can support a scalable mass production system because the company's machine performance has a huge cost advantage. As for Rohinni’s marketing strategy, it is through joint venture partners that rely on the company’s keyboard backlighting, automobiles, and current display partners to combine their products and expertise with the company’s complete manufacturing process expertise, such as display industry giant BOE (BOE) is its biggest partner. In addition, the company also established a keyboard joint venture with Koja to jointly create Luumii; in the automotive industry, it chose Magna International as its partner. Gerber said that Magna Rohinni Automotive, a joint venture established by the company, focuses on various mobile applications and further promotes cross-domain integration.