Unprecedented, my country’s high-profile export restrictions on gallium and germanium will have an impact on the display industry?

On July 3, the Ministry of Commerce and the General Administration of Customs issued the "Announcement on the Implementation of Export Controls on Gallium and Germanium Related Items", deciding to implement export controls on gallium and germanium related items, which will be officially implemented from August 1, 2023. Gallium is known as the "new food for the semiconductor industry", and germanium is also one of the important materials for semiconductors. China is the largest producer and exporter of gallium and germanium metal products in the world. After this news was announced, listed companies related to gallium and germanium metals, which usually have a low "presence", immediately received great attention. On July 4, the stock prices of listed companies related to gallium and germanium also hit the daily limit at the opening. It can be seen the impact of gallium and germanium on the market. Although it is difficult to judge the changes in domestic prices of gallium and germanium-related items, according to the industry, there is a high probability that downstream related products will be in short supply, leading to price increases. At present, overseas manufacturers have rushed to "appease" downstream customers.

It is worth mentioning that gallium is widely used in photovoltaics, magnetic materials, medical care, chemical industry, especially wireless communications, LED and other fields. As an important second-generation semiconductor material, gallium arsenide is currently one of the most mature and produced compound semiconductor materials. Gallium is an important raw material for the LED display industry. China's export controls on germanium and gallium may lead to tight supply chains and shortages of raw materials, which will put certain pressure on the production and supply of the LED industry, thereby affecting the costs of the LED display industry. In particular, the current display industry is making every effort to promote the mass production of Mini/Micro LED. At this time, gallium nitride, an important raw material for Mini/Micro LED chips, has been included in the scope of strict control. Will it have an impact on the emerging micro display industry?

In recent years, Mini/Micro LED, as an emerging micro-display technology in the LED display application industry, is considered an important candidate for the next generation of display technology. With the advantages of high brightness, high contrast, high color gamut and low power consumption, it is widely regarded as a technology that can replace traditional LCD and OLED displays. Many LED-related manufacturers are vigorously developing SMD, IMD, COB, MiP and other packaging technologies, and are actively deploying micro-display technology. Mini/Micro LED display technology is gradually gaining widespread attention and application. Currently, microdisplay technology is mainly used in large-size and high-end market areas, such as televisions, large-screen displays, and virtual reality devices. With further technology development and cost reduction, Mini/Micro LED is expected to gradually penetrate into More terminal devices include smartphones, tablets, car displays and wearable devices.

The core technologies of Mini/Micro LED include chip size reduction, high-density packaging, efficient driving and display assembly. In recent years, many companies and research institutions have made important breakthroughs in these fields. For example, through micron-level chip size and high-density packaging technology, higher pixel density and smaller pixel pitch can be achieved, thereby providing higher resolution and more detailed image display. In addition, efficient driving technology can reduce power consumption and provide better display effects. At the same time, LED display companies are also making efforts to improve the manufacturing process and production efficiency of Mini/Micro LED to reduce costs and increase production capacity.

Mini/Micro LED display technology has huge potential. It not only provides higher quality image and video display, but also enables thinner, lighter and more flexible display devices. With the continuous advancement of technology, Mini/Micro LED is expected to gradually replace traditional display technology and become the mainstream display solution. In addition, Mini/Micro LED is also expected to play an important role in virtual reality, augmented reality and other emerging application fields, bringing users a better visual experience. What does the implementation of export controls on gallium and germanium-related items mean? What opportunities and challenges will the development of the microdisplay industry face in the future? Relevant export restrictions on microdisplay products What impact will it have on the industry... As a professional forum in the LED display circle, the 2023 Micro Display Industry Conference will discuss it with you.

The 2023 Microdisplay Industry Conference (formerly China Microdisplay Industry Summit Forum), with the joint participation of industry associations, academia and representative companies in related fields, this microdisplay forum has received widespread attention. The organizing committee of the conference has specially invited giants in related semiconductor, TV, IT, security and other fields, as well as LED epitaxial chips, driver ICs, packaging, display applications, equipment, materials, accessories and other fields to gather together to participate in the grand event!

(More than 20 big names will give speeches)

The following is the relevant agenda of the sofa forum:

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