Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: BNN

Thanks for the links Moska, ITTR and JW.

Dare to dream ........ check this out from Moska's link:

 When the levee breaks ...............

LZF

Sanan Optoelectronics will be joining Epistar as Apple’s supplier of mini-LED chips. Both companies are expected to start shipping their mini-LEDs to Apple in volume in 2021. This is the year when we’re expecting to see the first mini-LED products from Apple. Thanks to increased competition, Apple’s per-unit cost for mini-LEDs is projected to fall from $75–$85 down to around $45.

Although Epistar has met Apple’s mass production requirements, we believe that Apple continues to look for new suppliers in order to reduce supply risks and costs. Among the second supplier candidates, Sanan Optoelectronics’ development schedule and cost are superior to competitors (including Osram and Seoul Semiconductor).

We predict that Sanan Optoelectronics will have 20–30 percent and 45–55 percent of Apple’s mini LED market share in 2021 and 2022, respectively (vs. our previous estimates of zero percent and 10–20 percent), plus non-Apple. The demand for mini LEDs in China has grown, so we believe that Sanan Optoelectronics will significantly benefit from the mini LED business in the next 3-5 years.

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