Advanced Facilities Efficient ProductionOn May 27 this year, Tianma Microelectronics Co., Ltd. (hereinafter referred to as "Shenzhen Tianma") announced that it planned to build a new display module production line project (TM20, Wuhu) in Wuhu and set up a joint venture project company, with a total investment of 8 billion yuan. At present, the project has officially started.
Deepen the layout of industrial chain and form the advantage of large-scale production
On November 11, the new display module production line project of Tianma (Wuhu) Microelectronics Co., Ltd. was started. It is understood that the main construction content of this project is the construction of production and auxiliary facilities of E-Cell, Bonding, assembly, fitting and other production processes in the new display module production line project, as well as the corresponding buildings (structures). It is intended to target the target market of 6.5-40-inch professional display modules (vehicle load, industrial products, etc.) and IT display modules (flat panel, laptop, display, etc.).
It is worth mentioning that the 33 billion yuan 86th generation new display panel production line project (TM19, Xiamen) initiated by Shenzhen Tianma in April this year also started at the end of September. The project focuses on a-Si and IGZO technology, and plans to process 120,000 pieces of 2250mm per month × 2600mm glass substrate, the target product market is also vehicle mounted, IT display, industrial products and other display applications.
Shenzhen Tianma said that the new display module production line project will achieve the full process connection and coordinated development with the company's panel production line, form a large-scale production advantage, form a complementary effect in terms of technology and cost, help reduce costs and improve efficiency, so as to enhance its competitiveness in the display field.
In addition, the current development strategy of Shenzhen Tianma is "2+1+N": taking mobile phone display and car display as core businesses, IT display as key businesses for rapid growth, and industrial products, horizontal market segments, and non display businesses as value-added businesses. From the perspective of the target market, the construction of the new display module production line project not only conforms to the development trend of the industry, but also conforms to the company's development strategy. After the completion of the project, Shenzhen Tianma will further enhance its comprehensive strength in the field of small and medium-sized displays.
Prospective layout of Micro LED, actively exploring the blue ocean market
According to the latest research information of Shenzhen Tianma, since this year, Shenzhen Tianma has successively invested in the construction of important R&D and mass production line projects, such as the vehicle mounted display R&D center (Wuhu), the 8.6 generation panel production line (TM19, Xiamen), the new display module production line (TM20, Wuhu), and the full process Micro LED test line (Xiamen). It has deeply explored the advantages of vehicle mounted display, industrial display, and other fields, and explored the incremental markets such as IT display, At the same time, we are looking forward to the blue ocean market of Micro LED.
In terms of display technology, the technical layout of Shenzhen Tianma now covers passive, a-Si TFT-LCD, LTPS TFT-LCD, AMOLED, Mini/Micro LED. This year, Shenzhen Tianma has made the latest achievements in the fields of Micro LED, MiniLED, AMOLED and LTPS.
As far as Micro/Mini LED is concerned, Shenzhen Tianma claims to show the world's first 70% transparency micro LED display with small pixel spacing, which can be used in windows, head up display and other scenes, and also shows a new breakthrough in borderless MiniLED display, which supports users to make arbitrary splicing according to the actual scene environment.
At present, Tianma New Display Technology Research Institute, a joint venture invested and established by Shenzhen Tianma for Micro LED full process experiment line, has been unveiled. It plans to focus on the research and development of massive transfer related technologies based on TFT substrate through industry university research cooperation with the help of LTPS TFT backplane technology that Shenzhen Tianma has settled for a long time, including massive detection, massive bonding, massive repair, packaging module manufacturing process, etc., in order to accelerate the formation of large-scale Micro LED independent intellectual property rights.
In the future, Tianma New Display Technology Research Institute will actively promote the ecological integration of the industrial chain, promote the development of industrial agglomeration, and accelerate the commercialization of Micro LED. At the same time, Shenzhen Tianma will also benefit from years of experience in the layout of flexible display, transparent display and splicing display as well as in the wearable, car mounted display and other terminal markets, seize the business opportunities in the Micro LED market, and comprehensively expand the profit growth space.