MiniLED爆發在即，這些A股公司都做了什麼佈局？
本文來自：上海證券報，作者：李興彩
近期，英飛特、瑞豐光電、聚飛光電、三安光電等股價接連大漲。
查看這些公司基本面，業績普遍良好。更為重要的是，它們還有着一個更明顯的特徵：在MiniLED領域取得了新進展。
比如，瑞豐光電在互動易披露，目前公司MiniLED已經開始批量出貨，也有搭載瑞豐MiniLED背光產品的終端產品面世，預計2021年下半年還會有更多搭載瑞豐MiniLED背光產品面世。此外，公司Mini車燈項目正處於研發階段。
英飛特表示，公司具備MiniLED顯示屏的驅動技術，但目前尚未開展相關應用。聚飛光電也在互動易披露，公司MinilLED產品可應用在顯示屏、電競、電視、平板、車載電子等領域，部分產品正配合客户批量供貨。三安光電錶示，公司已經持續出貨MiniLED芯片。
業內人士認為，MiniLED市場爆發在即。
記者注意到，近日，有媒體報道，華為即將發佈採用MiniLED的智慧屏（TV）。此前，TCL科技已發佈了MiniLED產品星曜屏（TV）。在消費端，蘋果已經在iPad上搭載了MiniLED屏，並有望將其應用於Mac Book。
上述業內人士表示，隨着索尼、三星、華為等大屏產品的推出，Mini/Micro LED今年開始快速滲透，大屏市場開啟快速增長。與此同時，在蘋果介入後，MiniLED小屏市場有望快速形成規模。
MiniLED市場規模多大？第三方機構Arizton預估，2024年全球MiniLED市場規模達23.22億美元，6年複合增長率為147.92%。
除了上述公司，多家LED公司也在互動易披露了在MiniLED方面的最新進展。
航天彩虹在互動易披露，公司正在積極推進MiniLED用反射膜產品的研發工作，從產品性能、設計加工工藝，簡化裁切工藝方面加快佈局，助力公司新材料產業繼續保持高端薄膜領域的領先優勢。
東山精密表示，公司MiniLED在TV、顯示器、筆電和pad等領域均有佈局，目前在TV市場已有量產機種，年內將會加快推進筆電、pad等領域的客户合作。
芯瑞達披露，公司已就多項MiniLED車載顯示技術與客户進行方案確認，公司現有MiniLED產能可實現當下客户需求。
TCL科技在互動易透露，公司近期將發佈全球首款MiniLED曲面顯示器產品，預計於下半年量產。此前，TCL科技已於2019年8月在全球首發基於MiniLED on TFT的面板產品星曜屏，並首創玻璃基板集成LED方案。
此外，飛凱材料披露，公司暫未形成MiniLED相關產品，但正在佈局MiniLED封裝配套材料。
國星光電錶示，公司Mini背光產品可應用相關場景，公司將積極爭取與國內外知名客户開展更多的合作。
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