Hot topics of the week: Shanghai Auto Lighting Show kicks off, many breakthroughs in the field of MicroLED optical interconnection

This week, there are many highlights in the LED field. The 21st Shanghai International Automotive Lighting Exhibition (ALE) kicked off successfully, bringing together industry chain companies to showcase cutting-edge automotive lighting technologies; Silicon-based OLED leader Shiya Technology has landed on the Science and Technology Innovation Board, starting a new development journey; the optical interconnection field has seen frequent moves, enterprise investment and technical cooperation have been promoted simultaneously, and the implementation of related technologies has accelerated. The following is detailed hot information for this week.

[Hot News]

Many LED companies appeared at the Shanghai Auto Lighting Exhibition

On March 25, the 21st Automotive Lighting Industry Development Technology Forum and Shanghai International Automotive Lighting Exhibition (ALE) opened in Kunshan, attracting many automotive lighting industry chain companies to participate in the exhibition, including Sanan Optoelectronics, BOE Huacan, Aoyang Shunchang, Jingneng Optoelectronics, ams Osram, etc. ; In the packaging sector, there are Jinko Electronics, Nationstar Optoelectronics, Hongli Zhihui, Ruifeng Optoelectronics, Everlight Electronics, Tiandian Optoelectronics, Shengpu Optoelectronics, Ruituo Electronics, etc.; in the driver chip field, there are ChipSoft North, Nanocore Micro, etc.; in the system integration and car lighting factories, there are Huayu Vision, Xingyu Co., Ltd., Liaowang Auto Lighting, Anrui Optoelectronics, Yishan Auto Lighting and other companies.

Micro OLED company Shiya Technology is officially listed

On March 25, silicon-based OLED microdisplay manufacturer Shiya Technology was officially listed on the Shanghai Stock Exchange Science and Technology Innovation Board. The company's core product is silicon-based OLED micro display, and provides customers with value-added services including strategic product development, optical systems and XR overall solutions. It has independently developed and achieved mass production of the world's first 12-inch silicon-based OLED microdisplay device production line.

Mojo Vision received a strategic investment of 121 million yuan

According to reports, Mojo Vision, a developer of Micro LED microdisplay and optical I/O technology, recently announced that it has received a strategic investment of US$17.5 million (approximately 121 million yuan) from Future Ventures. This round of investment will further promote the research, development and commercialization of its Micro LED-based optical communication platform, focusing on next-generation AI infrastructure applications. The company has also recently reached a long-term cooperation with Marvell Technology to jointly develop Micro LED optical interconnect solutions.

ams OSRAM releases optical interconnect Micro LED array

On March 18, optical solutions provider ams OSRAM announced that its mature EVIYOS Micro LED technology has been successfully expanded into the next generation AI optical interconnect field. ams Osram demonstrated a Micro LED array prototype with ultra-low power consumption and high-speed transmission, and said that the company is steadily advancing into the product development stage.

Kopin wins another military full-color Micro LED development contract

On March 19, Kopin, a supplier of micro-display technology and optical systems, announced that it has received a Phase I Small Business Innovation Research (SBIR) contract from the U.S. government to promote the research and development of new full-color, small-size Micro LED display technology to meet the needs of a series of man-portable applications.

Two major landscape lighting companies have won domestic and foreign cultural tourism projects

Recently, Lohmann and Spacetime Technology have successively won domestic and foreign cultural tourism projects, with a total order amount of approximately 187 million yuan.

Roman's subsidiary company signed a cultural tourism project contract worth approximately 126 million yuan with Resorts World Sentosa in Singapore to provide full-process services for immersive night tour facilities and accelerate the layout and digital transformation of overseas high-end cultural tourism markets.

Spacetime Technology, as a consortium, won the bid for the Keqiao water night tour project with a winning bid amount of 61.25 million yuan. It will supplement the company's orders, boost operating performance, and ease industry competition and profit pressure.

[Project Progress]

The MIP production line of Unilumin Technology’s Nanchang base project is expected to be put into operation in August

According to reports, Unilumin Technology’s Nanchang base production expansion project is entering a critical stage. At present, the display module production line has started debugging and mass production is imminent, marking the gradual transition of the project from the construction period to the production capacity release stage. Unilumin Technology will settle in Nanchang High-tech Zone in May 2025, with a total investment of no more than 600 million yuan, mainly based on the relatively complete local optoelectronic industry supporting capabilities.

The new Micro LED display panel project has completed raft pouring

According to the "Kunshan Development Zone Release" news, the Micro LED new display panel project of Naichuang Technology (Kunshan) Co., Ltd. has completed raft pouring and is fully engaged in steel structure, electromechanical and other installation work. Nicron Technology (Kunshan) Co., Ltd. is invested and established by Nictron Technology, the world's first company to achieve mass production of Micro LED. The project will officially start construction in February 2026 and is expected to be completed and put into operation in the second to third quarter of 2026.

Yongsheng Optoelectronics’ Mini LED and die-casting projects are accelerating construction

According to the “Jingjiang Release” report on March 22, Yongsheng Optoelectronics’ Mini LED display backlight, screen body and lightweight aluminum-magnesium alloy die-casting industrialization projects with a total investment of 5 billion yuan are accelerating.

Zhinu electronic display project started in Zhongshan Gangkou Town

According to the "Port Release" news on March 18, on the morning of that day, Zhongshan City's Gangkang Town held a centralized starting ceremony for key projects in the first quarter, and the Zhinu Electronics smart display project started simultaneously. The total investment of the project is 270 million yuan, with a total construction area of ​​approximately 40,400 square meters. It mainly focuses on the research and development and production of projector motherboards, indoor and outdoor LED displays, and smart street light displays.

Liyang Intelligent Lighting Project Puts into Operation in Huangjiang

On March 18, Liyang Intelligent Lighting R&D and Manufacturing Project in Huangjiang Town, Dongguan was officially put into operation. The project is invested and constructed by Guangdong Liyang Intelligent Technology Co., Ltd. with a total investment of 500 million yuan and covers an area of ​​about 35 acres. It is positioned as the company's R&D and production base. After reaching capacity, the annual output value is expected to be about 600 million yuan, and it will form a coordinated division of labor with the Shenzhen headquarters.

[Product Progress]

China Microelectronics Corporation releases MOCVD equipment dedicated to Micro LED

Recently, China Microelectronics Corporation launched Preciomo Udx? MOCVD equipment in response to the requirements for wavelength uniformity and particle control during the mass production of Micro LEDs. The equipment can be configured with up to two reaction chambers and can process 18 6-inch or 12 8-inch gallium nitride blue-green Micro LED epitaxial wafers at the same time.

Samsung launches new Mini LED TV series

On March 24, Samsung Electronics America launched a new Mini LED TV series, including M90H, M80H and M70H models. This series covers from 43 inches to 85 inches, and plans to launch the 100-inch M90H later this year to meet the trend of large screens. Among them, M80H is positioned at the mid-to-high end, while M70H is aimed at the more mass market.

Toshiba releases new primary color RGB-Mini LED TV product

On March 26, Toshiba TV released new products REGZA ZX series, REGZA 700 series and Cheese 600 series. According to reports, the new product uses a polycrystalline primary color backlight chip and is equipped with a ZRa AI light and color control chip, which can achieve up to 134-bit color control accuracy, making the picture color performance purer and more three-dimensional.

Hisense Vidda releases Mini LED gaming TV

On March 23, Hisense's brand Vidda released the "Big Gamer G7" gaming TV in Beijing, targeting the console gaming scene. It provides 75, 85, and 100-inch versions, priced at 8,734 yuan to 15,499 yuan. The product adopts G+Mini LED solution in the display architecture and is equipped with 3264 partition backlight. Officially, the peak brightness can reach 7300nits.

Huawei launches Vision Smart Screen 6 and goes on sale on JD.com

On March 23, Huawei launched Vision Smart Screen 6 and went on sale on JD.com, offering four versions of 65, 75, 85, and 98 inches, with initial prices of 6,199 yuan, 7,399 yuan, 10,299 yuan, and 16,499 yuan respectively. The product is equipped with a 4K Super Mini LED 288Hz screen, and the 98-inch version has a thousand-level partition.

[AR Optical Waveguide]

Zhige Technology completed a new round of 100 million yuan financing

Recently, Zhige Technology announced the completion of a new round of 100 million yuan financing, led by Changjiang Securities Innovation Investment, followed by Beijing New Materials Industry Investment Fund and Dongkechuang Capital. The funds were mainly used for production capacity expansion, team building and R&D investment.

Guangna Siwei releases ultra-thin SiC optical waveguide fully fitted myopia lens solution

On March 25, Guangna Siwei released an ultra-thin myopia lens solution based on silicon carbide (SiC) optical waveguide chips. This solution uses a resin protective sheet to replace traditional glass, and combines the full lamination process to eliminate the air layer, reducing the total lens thickness to 2.4mm, close to the level of conventional myopia lenses. At the same time, the weight is significantly reduced, and the impact resistance is significantly improved.

[Latest Performance]

This week, BOE Huacan Optoelectronics, Jucan Optoelectronics, and CVTE have released their 2025 annual performance reports. Among them, BOE Huacan Optoelectronics’ revenue increased by 31.07% year-on-year; Jucan Optoelectronics and CVTE achieved both revenue and net profit growth.

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