5 minutes a day, it's easy to keep up with the market. Regardless of whether it is warm or cold, Xiao Wan is here!Fans and friends, keep reading!According to ** reports, Apple will officially mass produce the first-generation MR (mixed reality) product VisionPro in December 2023, with the first batch of about 400,000 units, and it is expected to be officially launched in January 2024.
At present, only Apple uses a silicon-based OLED screen. Manufacturers of silicon-based OLED, foreign companies such as Sony, Samsung and LG, etc.;Domestic enterprises such as BOE A, SeeYA Technology and Qingyue Technology, etc., the leading technology is BOE A and SeeYA Technology.
According to interface news, the proportion of visionpro in the ** chain in Chinese mainland has increased significantly to about 60%. In this way, this will undoubtedly have a profound impact on the technology and industrial promotion of China's MR industry chain.
Recently, it is rumored that Hefei Shiya has entered the Apple chain!
In October 2023, TheInformation reported that Apple is testing a Micro-OLED screen made by two Chinese top manufacturers, BOE and SeeYA Technology, for use in its future MR headsets.
The official micro of the China Optics and Optoelectronics Industry Association (display information displaytimes), on December 7, 2023, issued an article "Foreign media said that Apple has selected BOE and Shiya Technology as visionpro**micro-OLED screens", pointing out: [On December 5, 2023, according to foreign media reports, judging from the previous news, Apple launched in June, In the VisionPro, which is scheduled to start going on sale early next year, the most expensive parts are the two micro-OLED displays on the inside, each of which costs $350 and is exclusive to Sony, but the amount is limited, they can produce 100,000 to 200,000 pieces per quarter, and Apple also wants Sony to expand production, but it has been refused.
Judging from foreign media reports, Seeya Technology and BOE, which were selected by Apple, both have the ability to produce micro-OLED displays, the former has accelerated the development of this screen technology in recent years, and BOE has announced its investment in 2017$700 million in a joint venture with Olightek, and they subsequently built a second microdisplay factory.
For BOE, foreign media also mentioned in the report that they are already working for the iPhone**OLED display, although the cooperation between them and Apple in the past has not been smooth, but they showed 1The 3-inch 4Kmicro-OLED display was also speculated at the time that the target was to enter the Apple ** chain. 】
Founded in October 2016, SeeYA Technology is a high-tech enterprise specializing in the R&D, design, production and sales of next-generation semiconductor oledos displays. We are committed to building an OLEDOS display application ecological chain and providing customers with end-to-end microdisplay related solutionsThe headquarters is located in Hefei Free Trade Zone, and the first phase of the factory covers an area of more than 40,000 square metersIt is one of the few industrial bases in the world that focuses on the production of oledos displays on 12-inch wafers
Today, let's talk about what are the industrial chain enterprises of SeeYA Technology.
, equipment supplier - Yitian shares.
The company is mainly engaged in the research and development, production and sales of flat panel display equipment and semiconductor equipment, and its main products are LCD display equipment, flexible OLED display equipment, VR AR MR display equipment, Mini MicroLED equipment and semiconductor special equipment.
The 2023 semi-annual report says this: In the field of VR AR MR display equipment, the company provides MicroOLED (silicon-based OLED) wafer display polarizer attachment equipment, PF film attachment equipment, OCA lamination equipment, HTH full lamination equipment and other equipment required in the production process of display devices, which basically covers the related equipment required for module assembly and post-assembly process sections in the VR AR MR processRelated products have been recognized by customers such as Hefei ShiyaAt the same time, the company launched the VR AR MR manufacturing process required film manufacturing equipment for film manufacturingIt has been recognized by customers such as Sanlipu, Ge Yi Co., Ltd., Ningbo Chengmei and so onand have already cooperated.
It is not only the best business of SeeYA Technology, but also the best business of Goertek!
, equipment ** business - micro nano
Microconductive Nano is a global manufacturer of semiconductors and pan-semiconductor high-end micro-nano equipment. The company has formed a product system with atomic layer deposition (ALD) technology as the core, chemical vapor deposition (CVD) and other vacuum thin film technologies with echelon development, focusing on the research and development, production and sales of advanced micron and nano thin film equipment, and providing advanced thin film equipment, supporting products and services to downstream customers.
In the field of semiconductors, the company is the first domestic equipment manufacturer to successfully apply mass-produced high-K atomic layer deposition (ALD) equipment to the front-end production line of 28nm node integrated circuit manufacturing, and has established in-depth cooperative relations with many domestic manufacturers.
In the field of photovoltaics, as the first enterprise to apply ALD technology to domestic photovoltaic cell production on a large scale, the company has become one of the leaders in providing high-efficiency battery technology and equipment in the industry, and has formed a long-term partnership with domestic leading photovoltaic manufacturers. At the same time, the company follows the mass production rhythm of downstream manufacturers and continues to optimize the new generation of high-efficiency cell technologies such as XBC and perovskite heterojunction tandem cells.
According to public market statistics, the company's ALD products have ranked first among similar domestic enterprises in terms of revenue scale, total orders and market share for many years.
The company's investor interactions on November 20 and December 26, 2023 stated that in addition to the logic and storage fields, compound semiconductors and new display fields are also the company's main layout directions in the semiconductor field. The company's ALD equipment has successively obtained orders from new display silicon-based OLED manufacturers such as BOE, Hefei Shiya, Zhejiang Hongxi, and many well-known customers in the field of compound semiconductors, and has been successfully shipped. Among them, some products have been accepted by customers and repeated orders have been obtained. At present, the company's market development in compound semiconductors and new display fields and other segments is in its infancy, accounting for a relatively small proportion of overall orders. With the rapid breakthrough of the customer's technical level and the accelerated layout of the production line, this will be one of the important aspects of the company's future business growth.
, equipment supplier - Shenzhen Keda
The company is mainly engaged in the research and development, production and sales of semiconductor equipment, flat panel display device production equipment, camera module equipment and key components of intelligent equipment. The company's products are widely used in semiconductor packaging and testing, automatic assembly and intelligent detection of flat panel display devices (display modules, touch modules, fingerprint recognition modules), camera micro-assembly, and have been extended to the fields of key components of intelligent equipment.
The Company's investor interaction on July 17, 2023 stated:SeeYA Technology is a customer of the company's flat panel display module equipment business, and the company provides it with silicon-based OLED automatic gammaotp equipment
The company's investor interaction on November 15, 2023 said: Through the research and development of VR production equipment in recent years, the company has been able to provide 3DVR thermoforming and laminating equipment, 3DAA gluing equipment and IJP equipment, etc., which are used in the production of VR MR glasses Pancake optical modules, and the main customers are well-known international customers. At present, orders have been placed for the production equipment used in VR, and the company has supplied it in small quantities. The MR production device is currently being validated on the client side.
4. Equipment supplierLiande equipment.
The company is mainly engaged in the research and development, production, sales and service of new semiconductor display intelligent equipment, automotive intelligent cockpit system equipment, semiconductor packaging and testing equipment, and lithium battery equipment. The company's main products include binding equipment, laminating equipment, bias attachment equipment, testing equipment, large-size TV line equipment, mobile terminal automation equipment, automotive intelligent cockpit system assembly equipment, Mini MicroLED chip sorting equipment, crystal expansion equipment, vacuum film equipment, mass transfer equipment, semiconductor flip equipment, die bonding equipment, AOI testing equipment, lead frame film equipment, lithium nano battery die-cutting and lamination equipment, battery cell assembly section and PACK section automation equipment.
The Company's investor interaction on December 13, 2023 stated that in the field of VR AR MR display devices, the Company provides the equipment required in the production process of its display devicesRelated products have established cooperative relations with customers such as Hefei Shiya
5. Material supplier - Wright Optoelectronics
Founded in 2010, the company is mainly engaged in the research and development, production and sales of OLED organic materials, including OLED terminal materials and OLED intermediates. In the field of OLED terminal materials, the company is one of the earliest material manufacturers to achieve import substitution in China, and its customers include BOE, Huaxing Optoelectronics, Hehui Optoelectronics, Tianma, Xinli and other OLED panel manufacturers, and the production capacity and shipments remain leading in China.
The 2023 semi-annual report says this: In terms of OLED terminal materials, the company seized the opportunity of material localization, continued to promote the serial development of OLED terminal material products and full coverage of customers, and the company's OLED terminal material shipments grew steadily and the product structure was continuously enriched. RedPrime materials and GreenHost materials are stably mass-produced, and new products RedHost materials, GreenPrime materials, BluePrime materials, and Bluehost materials are actively promoting domestic substitution on the client side (which have been verified and tested on the client), forming a diversified and serialized product layout, laying the foundation for the rapid growth of the company's future performanceIn terms of customers, the company continues to supply leading customers, and has added silicon-based OLED customers such as Seeya, which is currently in mass production testingAt the same time, the company continued to send samples to new customers such as Visionox for testing, and the cooperation was progressing well.
6. Chip protective film ** businessKechuan Technology.
The company's main business is the design, research and development, production and sales of functional devices, and the main products can be divided into three categories: battery functional devices, structural functional devices and optical functional devices according to the application field.
The company's investor interaction on May 22, 2023 said: Apple's MR headset products have received widespread attention and expectations, and are expected to become the next consumer electronics products that lead the trend of the times, further promoting the development and competition in the VR AR MR field, thereby having a profound impact on the entire technology industry. The company is actively exploring customer resources in related fieldsAt present, it has reached cooperation with domestic customers specializing in the R&D and production of new generation semiconductor OLEDOS displays, providing CMOS process related protective film products, and the sample work of related products is continuing.
"Specializing in a new generation of semiconductor oledos displays", the expression is consistent with the introduction of SeeYA's official website, and it can be inferred that the customer is most likely SeeYA Technology (although there is no official real hammer!）
The company's investor interaction on December 20, 2023 stated that the chip process protection functional film developed by the company is mainly used to protect against (dust, solder slag, etc.) in the chip manufacturing process, and can be applied to the production process of various semiconductor chips involving CMOS process, including CMOS image sensorsSilicon-based OLED displaysetc., while related customers' chip products in on-board cameras,vr/ar/mrand many other consumer electronics products, as well as intelligent manufacturing, medical, security and other industries, have a wide range of application prospects. At present, the chip protective film products have been delivered in batchesThe market expansion is progressing smoothly as planned, and positive progress and good customer feedback have been made.
7. The second largest shareholder of Shiya - Jingce Electronics
The company is mainly engaged in the research and development, production and sales of display, semiconductor and new energy detection systems.
In the field of display: the main products cover LCD, OLED, mini-LED, micro-OLED, micro-LED and other types of display device testing equipment, including electrical testing and debugging system equipment, pre-process AOI equipment, automation equipment integration products, micro display defect detection, AR VR process equipment, AI testing software and systems, intelligent and precision optical instruments, etc.;
In the field of semiconductors: the main products are divided into front-end and back-end testing equipment, including film thickness measurement system, optical critical dimension measurement system, electron beam defect detection system, semiconductor silicon wafer stress measurement equipment, brightfield optical defect detection equipment and automatic testing equipment (ATE), etc
In the field of new energy: the main products are lithium battery production and testing equipment, which are mainly used in the assembly and testing of lithium battery cells, including lithium battery chemical volume system, cutting and stacking machine, lithium battery visual inspection system and BMS detection system.
Jingce Electronics is the second largest shareholder of Seeya Technology Co., Ltd., with a shareholding ratio of 66859%。
The 2023 semi-annual report says this: At this stage, in the field of intelligent and precision optical instruments, the company's main products are color analyzers, imaging scintillation frequency detectors, imaging luminance colorimeters, AR VR measuring instruments and other core products to break the foreign monopoly, and have successively made breakthroughs in R&D and productsObtained repeat bulk orders from customers；In the new display-related testing and debugging equipment products, the layout of AR VR MR and other headset equipment supporting testing is comprehensive, in-depth and has made breakthroughsIt has established a leading position as a provider of testing equipment in this field;In the field of micro-OLED testing, it has made breakthrough R&D progress with the world's top customers, becoming the leading provider of testing solutions for entering the micro-OLED cell segment in China, and has also reached relevant cooperation agreements with the world's top customers at the testing end of the micro-OLED module, and the project is progressing smoothlyMicro-OLED, optical display module (EyeCup) and other supporting tests have received bulk orders from the world's top customers, and some deliveries have been completed.
In this case, it is very likely that the equipment of the evaporation section and module section of the SeeYA production line will be provided by Jingce Electronics!
8. The twentieth largest shareholder of SeeYA - Exciton Technology
The company mainly develops, produces and sells optical films and functional film products, and currently the main products such as optical films and backplanes are used in the flat panel display industry and the photovoltaic module industry.
Exciton Technology is the twentieth largest shareholder of SeeYA Technology Co., Ltd., with a shareholding ratio of 12536%。
9. Co-chairman of SeeYA - Yirui Technology
The company is a digital X-ray core components and comprehensive solutions business-oriented guided by the technology development trend of the whole industry chain and in line with international standards, mainly engaged in the research and development, production, sales and service of new core components such as digital X-ray detectors, high-voltage generators, combined ray sources, ball tubes, etc., and the products are widely used in medical diagnosis and technology, industrial non-destructive testing, safety inspection and other fields.
Chairman and General Manager of Shanghai Yirui Optoelectronics Technology Co., LtdGu Tie, actual controller: Qiu Chengbin,Gu Tie
SeeYA Technology Co., Ltd.*** Founder & President & Chairman:Gu Tie
Gu Tie: Graduated from the Department of Physics of Fudan University in 1989He received his Ph.D. in Engineering from Pennsylvania State University in 1994. He has participated in the establishment of the first second-generation TFT-LCD production line in the United States, and the development and manufacturing of the world's first thoracic digital X-ray machine.
, display driver chip packaging and testing - Qizhong Technology
The company is mainly engaged in the advanced packaging and testing business of integrated circuits, and currently mainly focuses on the packaging and testing of display driver chips and the packaging and testing of non-display chips represented by power management chips and RF front-end chips.
In the first half of 2023, the revenue of display driver chip packaging and testing business will be 63.1 billion yuan,It is the display driver chip packaging and testing enterprise with the highest revenue in ChinaIt ranks third in the field of packaging and testing of display driver chips in the world
In the field of display driver chip packaging and testing, the company has accumulated well-known customers at home and abroad, such as Novatek, Duntai Electronics, Qijing Optoelectronics, Ruiding Technology, Purui Technology, Solomon Systech Technology, Chipone North, ESWIN Computing, Yunyinggu and so on.
This also means that as long as the downstream BOE, Seeya Technology or other manufacturers increase the volume and drive the prosperity of the display driver chip industry, Qizhong Technology will benefit.
Well, that's all for the information sorting and sharing of SeeYA Technology's industrial chain enterprises, and then we will publish an analysis one by one.
Good luck everyday!
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Remember!All statements in this article are for discussion purposes only and should not be used as the basis for any investment decisionIt is only a compilation and sharing of information, not a stock recommendation!**There are risks, investment needs to be cautious!If you trade exactly according to the ideas provided in this article, you do so at your own risk