The chairman takes charge to build the world's largest COB backlight module factory
In 2024, Gu Wei, chairman of Zhaochi Group, personally took charge and pointed out the direction for the upgrading and development of Zhaochi Optoelectronics. Under the leadership of Mr. Gu, Zhaochi Group is united as one, and Zhaochi Optoelectronics has also ushered in all-round upgrades in the field of Mini LED backlight.
Among them, the most important change is that by expanding the Mini COB backlight module production line, Zhaochi Optoelectronics has become the world's largest Mini COB backlight module manufacturer.
Looking back on the past, in terms of Mini COB, Zhaochi Guangyuan completed the construction of 5 Mini COB lines in April 2021. By 2024, Zhaochi Optoelectronics has successfully added 45 COB lines, and currently ranks first in the world in Mini COB backlight module production capacity with 50 COB lines.
At the same time, 2024In 2019, Zhaochi Optoelectronics also successfully launched high-power COB white light strips, Mini COB blue light strips and Mini COB white light solutions (CSP), continuing to improve the product layout of Mini COB backlight modules.
In terms of technology, Zhaochi Optoelectronics continues to play a pioneering role as a leading enterprise. The upgrade of COB Blu-ray technology in 2024 mainly includes:
01
Dispensing upgrade
Upgrade the surface ball head to M-shaped dispensing. Through the precise control of M-shaped dispensing, Zhaochi Optoelectronics has improved the optical performance of Mini COB backlight module products, improved production efficiency, and thus improved the image quality of smart display terminal products.
02
OP value improvement
OP value upgraded from 1:2.2 to 1:3.5, reaching industry-leading level. Increasing the OP value can reduce the usage of Mini LED chips, which is an important development direction for Mini LED backlight products to enhance their cost-effective advantages.
Coming to 2025, Mr. Gu once again took a forward-looking view and announced that Mr. He Shengbin, the vice president of the group, will concurrently serve as the chairman of Shenzhen Guangyuan.
Mr. He Shengbin was originally in charge of the display terminal business and COB direct display business of Zhaochi Group. This major adjustment means that Zhaochi Group's three major smart terminal display businesses, including display terminal business, COB direct display business, and Mini LED backlight business, have officially completed their business.Integration, and the cob core technology accumulated by the Zhaochi Group in the direct display field, as well as the high-quality customers gathered in the display terminal business, will also fully empower the Zhaochi light element and fully contribute to the development and growth of its Mini cob backlight business.
Expansion of Mini cob backlight, three core competencies of Megachip
In 2024, the global shipment of Mini LED TVs increased to 8.2 million units, an increase of 100% year-on-year, and the penetration rate increased from 2% in 2023 to 3.8%, surpassing OLED TVs for the first time. In the Mini led backlight market, packaging technology has also undergone new changes.
At present, pob has a higher maturity and lower cost in sorting, patching, yield, supply chain support, etc., and is the mainstream packaging technology in the Mini led backlight market. However, due to the packaging structure, optical design and angle control, POB is generally used in large OD modules, while in the high-end market and applications that require high customization, cob is mainly used. At the same time, with the continuous development of cob packaging technology in materials, technology, production processes and other aspects, according to experts, the proportion of cob solutions in Mini led backlight products will increase to 20% in 2024, and it is expected that there will be a possibility of further improvement in 2025.
Zhao Chi Guangyuan has established itself as the world's largest cob backlight module factory through the expansion of production, in addition to the prospect ofIn addition to the Mini cob backlight market, it also gives full play to its own three core competitiveness.
Advantages of vertical integration in the industrial chain
Upstream is Megachip's led chip business, and downstream is Megachip's display terminal business. On the one hand, Zhao Chi Guangyuan's products are widely used in terminal TVs through the Zhao Chi share display terminal business platform, and on the other hand, they directly carry out extensive cooperation with domestic and foreign customers such as Xiaomi, Skyworth, Konka, BOE, Samsung, Sharp, LG, and Sony.
After the Megachip Group achieves the integrated operation of the three major intelligent terminal display businesses, the advantages of Megachip Light Element will be fully utilized, its sensitivity to market trends and technological development trends will be enhanced, and its voice in the market will be further upgraded.
It is worth mentioning that Zhao Chi Group's chip business and display terminal business have all grown into industry leaders, which can fully empower Zhao Chi Guangyuan.
In terms of chips, Megachip Semiconductor has achieved a production and sales scale of 1.1 million wafers (4-inch wafers)/month, and is the world's largest production base for LED chips for digital smart compound semiconductor optoelectronic devices. In terms of technology and products, Megachip Semiconductor launched a number of high-voltage chips in 2024, including 0916 (6V), 1228 (12V), and 1836 (24V), which can fully meet the needs of Mini cob backlight solutions.
In terms of display terminal business, Lotus Technology (RUNTO) data shows that Zhaochi's total annual TV shipments in 2024 exceeded 12 million units, ranking second in the year among professional TV ODM factories, an increase of 13.3% year-on-year in 2023.
Technical precipitation of the old backlight module factory
Zhao Chi Guangyuan has laid out the flip-chip technology since 2016, and launched the research and development of Mini led backlight in 2018. It is one of the earliest domestic enterprises to realize the mass production of Mini led backlight. The product layout is complete, covering pob, cob, NCSP and other technical routes, and the mass production is stable.
Smart Manufacturing Advantages
In the field of "intelligent manufacturing", Megachip Group has formed a smart manufacturing competitiveness of "agile response, high quality and efficiency, and on-time delivery", and Megachip itself has also passed the three-level evaluation of the maturity of intelligent manufacturing capabilities. Zhao Chi Guangyuan integrates the four core frameworks of fully intelligent logistics, production informatization, automatic scheduling of production plans, and intelligent warehousing, making full use of intelligent manufacturing to empower the Mini led backlight.
Fully-leading MLED ultra-high-definition display era direct display + backlit dual track
Looking back, Zhao Chi Group has made its name in the field of LED direct display with cob integrated packaging technology as the starting point.
Specifically, Zhaochi Semiconductor, a subsidiary of the group, has a market share of more than 50% for Mini RGB chips; Zhaochi Crystal Display has made a lot of integration of technology, equipment, production processes, etc., coordinated supply chain work, and innovated mass transfer technology to address the two major pain points of low pass-through yield and consistency of display effects.
In the field of direct display, Zhaochi Crystal Display's current monthly COB production capacity has reached 30,000 square meters. It is the COB panel manufacturer with leading technology and the largest production capacity in the world, and its market share ranks first in the industry. In recent years, COB has rapidly gained market recognition, accelerated penetration in the Mini/Micro LED display field, and led the upgrading and iteration of display technology in the indoor small-pitch market. In this wave of development, Zhaochi Crystal Display has played an extremely critical role.
Back to the present, from the expansion of Mini COB backlight production to the integration of smart terminal display business, this series of decisions will further deepen the group's vertical integration advantages in the industrial chain layout, forming a multi-directional empowerment situation in which direct display technology and backlight technology, Mini LED backlight and display terminal business develop collaboratively and promote each other.
Seize the opportunity of display technology upgrade to drive future vision
From a micro perspective, Zhao Chi Group has actively expanded the production of Mini cob backlight technology based on its past experience and advantages, integrating the three major smart terminal display businesses, breaking the Group's internal boundaries, and enhancing the Group's market competitiveness in the field of smart displays.
From a macro point of view, a series of layouts of the Zhaochi Group are in line with the general trend of display technology upgrading.
On the one hand, as far as direct display technology is concerned, Mini/Micro LEDs have become a consensus as the mainstream display technology in the future. Zhao Chi Crystal entered the market with cob technology in 2021, which promoted and witnessed the advent of the first year of commercialization of Mni RGB. At present, cob technology has become a spokesperson for high-end products in the ultra-large size market of more than 100 inches;
On theother hand, as far as TV products are concerned, recently TCL, Sony, Hisense, Changhong and other terminal TV companies have all accessed the AI big model, the mode of human-computer interaction has been reshaped, and the experience of watching TV is being refreshed by AI. This trend is prompting endpoint display products to continue to upgrade on hardware to meet the needs of the AI era. Mini cob technology can bring more shocking visual effects, and has broad application prospects in the high-end Mini LED TV market, which meets the needs of terminal products in the AI era. The expansion of Zhao Chi light element will accelerate the maturity of Mini cob technology, promote the popularization of high-end image quality, and inject new vitality into the development of the entire Mini led backlight market.
< p>In general, Zhaochi Group will realize the coordinated development and common growth of the three major product lines of smart display terminals, and become a major step for Zhaochi Group to transform and upgrade to high-tech. In the future, Zhaochi Group will continue to lead the development of Mini/Micro LED ultra-high-definition display technology and bring more exciting visual experiences to consumers around the world.
Original title: "Mini LED backlight new situation | Chairman takes charge + expands production, Zhaochi builds the world's largest COB backlight module factory"
