Core Viewpoint - Hanwha Semiconductor has successfully won the bid for BOE's Micro LED project, supplying chip mounters to BOE's production base in Zhuhai, marking a significant step in the Micro LED industry [2]. Group 1: Project Details - The project involves the supply of 4 chip mounters, with Hanwha Semiconductor being the sole bidder and officially winning the bid on September 1 [2]. - The expected delivery models are speculated to be either the Decan F2 or XM5 series, which have precision capabilities of 40µm and 22µm, respectively, suitable for Micro LED chips under 100µm [2]. - The Zhuhai base is the world's first 6-inch Micro LED mass production line, primarily producing Micro LED wafers and pixel devices for AR/VR and wearable applications [2]. Group 2: Production Capacity - Once fully operational, the Zhuhai production line is projected to achieve an annual capacity of 24,000 6-inch wafers and 45,000 KK Micro LED pixel devices [2]. - The Micro LED production line was launched in November last year, and product deliveries were announced in March this year [3].

Core Viewpoint - The successful delivery of BOE Huacan's Micro LED factory marks a significant advancement in the mass production of Micro LED technology, showcasing its potential in various high-definition display applications [1][3][7]. Group 1: Factory Overview - BOE Huacan's Micro LED factory is the world's first 6-inch Micro LED mass production line, officially starting construction in July 2023 and achieving product delivery in just 20 months [2][3]. - The factory aims to produce 24,000 6-inch Micro LED wafers and 45,000,000 Micro LED pixel devices annually, targeting applications in large commercial displays, AR/VR headsets, and wearable devices [3]. Group 2: Government Support - The successful establishment of the factory is supported by the Zhuhai municipal government and Jinwan District government, which are committed to fostering a new display industry cluster in Zhuhai [3]. Group 3: Technological Advantages - Micro LED technology is recognized for its high brightness, contrast, response speed, low power consumption, reliability, and longevity, offering significant advantages over LCD, OLED, and Mini LED technologies [4]. - The factory features several technological innovations, including the MPD (Micro Pixel Display) packaging technology, which simplifies the application of Micro LED and reduces manufacturing costs [5][6]. Group 4: Production Efficiency - The factory has implemented over 20 units of mass transfer and auxiliary equipment to enhance the efficiency and precision of transferring Micro LED chips, addressing a core challenge in Micro LED production [6]. - Automation systems integrated into the production line have improved productivity, product quality stability, and reduced operational costs [6]. Group 5: Domestic Equipment Utilization - The factory boasts a domestic equipment utilization rate exceeding 80%, which helps lower initial and ongoing costs while ensuring the confidentiality of key processes [6]. Group 6: Future Prospects - The delivery of products from the BOE Huacan Micro LED factory signifies a new phase in the scale production of Micro LED technology, with plans to continue advancing this technology and contributing to global display technology upgrades [7].