It is reported that Sanan Optoelectronics will cut prices by 10-15% to compete for Apple's Mini LED chip orders
Sep 13,2022
On September 13, according to DIGITIMES, industry sources revealed that Sanan Optoelectronics, the largest LED chip manufacturer in mainland China, has reduced its offer by 10-15% to compete with Taiwan's Epistar for Apple's Mini Mini for LCD panels. LED chip order.
Sanan Optoelectronics originally planned to start supplying Mini LED chips to Apple in the second quarter of 2022, but the lockdown in eastern mainland China has delayed the plan, the sources said.
The source pointed out that Epistar is currently Apple's largest supplier of Mini LED chips, and Austria-based ams-OSRAM is the second largest supplier. However, it is said that ams-OSRAM will stop supplying Mini LED chips and instead develop Micro LED chips.
The source quoted Sanan Optoelectronics as saying that the company has increased the yield of Mini LED chips and is increasing shipments to international suppliers.
Apple has adopted a policy of adding mainland Chinese manufacturers to its supply chain to improve bargaining power and diversify supply risks, the sources added. In addition, Epistar's existing Mini LED chip production capacity will not be enough to meet Apple's demand in the short term.
Therefore, the source pointed out that as long as it can meet Apple's quality requirements for Mini LED chips, Sanan Optoelectronics will definitely enter its supply chain, and there is no need to reduce quotations to compete for orders.
For manufacturers using Mini LED backlights, the quality of Mini LED chips is the key to production costs. In this regard, the sources pointed out that in their consideration, stable production of high-quality LED chips is more important than price.
However, the sources also said that as Mini LED chip yields improve and production volumes increase, chipmakers will be required to reduce prices by 5-10% in the second half of 2022.
The source pointed out that Epistar is currently Apple's largest supplier of Mini LED chips, and Austria-based ams-OSRAM is the second largest supplier. However, it is said that ams-OSRAM will stop supplying Mini LED chips and instead develop Micro LED chips.
The source quoted Sanan Optoelectronics as saying that the company has increased the yield of Mini LED chips and is increasing shipments to international suppliers.
Apple has adopted a policy of adding mainland Chinese manufacturers to its supply chain to improve bargaining power and diversify supply risks, the sources added. In addition, Epistar's existing Mini LED chip production capacity will not be enough to meet Apple's demand in the short term.
Therefore, the source pointed out that as long as it can meet Apple's quality requirements for Mini LED chips, Sanan Optoelectronics will definitely enter its supply chain, and there is no need to reduce quotations to compete for orders.
For manufacturers using Mini LED backlights, the quality of Mini LED chips is the key to production costs. In this regard, the sources pointed out that in their consideration, stable production of high-quality LED chips is more important than price.
However, the sources also said that as Mini LED chip yields improve and production volumes increase, chipmakers will be required to reduce prices by 5-10% in the second half of 2022.