Samsung actively lays out MiniLED, and Taiwan factories such as Fucai, Innolux, and AUO will benefit

Samsung sprint MiniLED TV sales are in full swing, next year will launch three new products in one go, the highest-end model is 8K MiniLED TV, and with the "Neo QLED TV" brand sales, the annual sales target will be doubled from this year to 3 million units. Samsung MiniLED TV sales targets increased significantly, Fucai, Whit, Table Division, AUO, Innolux and other Taiwan MiniLED chain shipment momentum synchronization is very good.

As the MiniLED supply chain becomes more and more complete, and the production cost is better than OLED, it has become the main choice for Samsung's new TV products next year. Supply chain people estimate that Samsung will begin to pull goods on the supply chain as soon as the first quarter of next year, and miniLED market penetration will further expand.

Fucai is a supplier of MiniLED chips, Whit is a manufacturer of testing equipment, and Taibiao is responsible for printing, and the three companies play a key role in the supply chain. Supply chain sources said that at present, Fucai is still the largest industry in the world's MiniLED chip production capacity, and the yield rate is also quite high, and large manufacturers such as Samsung and Apple must take goods from Fucai.

In view of the MiniLED market situation, Li Bingjie, chairman of Fucai, believes that the number of MiniLED market demand next year should grow exponentially compared with this year, the problem of insufficient capacity will be much more serious than the imagination of overcapacity, the main market demand comes from TVs, tablets and laptops, and Fucai will also expand production to meet customer needs.

Fucai has planned to expand production in factories on both sides of the strait next year, and it is estimated that next year's MiniLED production capacity will double compared with this year; among them, the expansion of production in Taiwan next year may be biased towards IT products, while the expansion of Chinese mainland may have TV-related production capacity.

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In addition, Samsung strong attack on the high-end MiniLED TV market, its Samsung display and plans to close the only remaining LCD panel factory in South Korea in June 2022 as early as half a year, Samsung in order to consolidate the TV market share and source, will expand the purchase of AUO, Innolux LCD panels, it is estimated that it will increase by 14% over this year, the total amount of 10 million pieces, so that the panel double tiger becomes another major beneficiary.

Recently, the decline in TV panel quotations has slowed down, this month's decline has converged to about 5%, the industry generally expects that the next quarter's quotation will fall to the bottom, with Samsung expanding the purchase of double tigers on the panel, coupled with the quotation to stop falling in sight, AUO, Innolux shipments have more kinetic energy, and just grab the TV panel quotation to rejuvenate the business opportunity train.

In Samsung's latest list of top 100 supply chains, AUO and Innolux are listed, mainly supplying LCD panels. With Samsung Group gradually withdrawing from the LCD market, the role of the Double Tiger is expected to be more important. (Source: Taiwan Economic Daily)

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