Accelerating Toward a Breakthrough! Taiwanese Media Exclaims: A Showdown Between Mainland China and Taiwan in This Sector Is Inevitable

Posted by

05/15/2025

On 05/15/2025

By: Ouyang Jing, Staff Reporter

Recently, the stock price of Taiwan’s Micro LED manufacturer PlayNitride has continued to decline, drawing attention from the Taiwanese media. According to their analysis, major LED companies in mainland China—such as BOE Huacan and Hisense—have made notable breakthroughs in cutting-edge technologies like Micro LED and RGB Mini LED, posing a serious challenge to Taiwan’s Micro LED advancements. The Taiwanese media believes that with mainland companies rapidly catching up, the Micro LED industry may be fast approaching a “red ocean” of fierce competition, making a future price war almost unavoidable.

Not long ago, BOE Huacan held a product delivery ceremony for the world’s first 6-inch Micro LED mass production line, unveiling its latest Micro LED products and officially delivering COW (Chip on Wafer) and MPD (Micro Pixel Display) products to customers—just 20 months after the project’s initiation. Meanwhile, at this year’s AWE Expo, Hisense launched its RGB Mini LED UX series televisions, becoming the first brand globally to mass-produce RGB Mini LED TVs. Hisense’s innovation enables precise control of RGB primary color light with significantly lower costs, achieving near-Micro LED visual performance. This puts significant pressure on large-scale Micro LED display companies by positioning Mini LED as a competitive alternative.

In recent years, Micro LED technology has emerged as the next-generation frontier in the display industry, becoming a focal point of global competition. Both mainland China and Taiwan have been deeply investing in this field, creating a competitive dynamic that not only reflects the importance both sides place on high-tech industries but also signals a major transformation in the future landscape of the display market.

Table of Contents

Fierce Competition in Industrial Ecosystem Support

Mainland China and Taiwan each possess distinct advantages in industrial ecosystem support. Mainland China boasts a comprehensive industrial chain and a vast market, providing end-to-end support—from raw material supply to product distribution. Taiwan, on the other hand, has strong technical expertise in semiconductor manufacturing and precision processing, which gives it a solid foundation for Micro LED R&D and mass production.

However, as market competition intensifies, both sides are striving to enhance their industrial support systems to secure a competitive edge. In terms of industrial competition, both regions are pushing for technological breakthroughs and market expansion. Backed by a massive domestic market and a well-established supply chain, mainland enterprises are rapidly catching up with—and in some cases, surpassing—Taiwanese LED screen manufacturers.

Only With Technical Maturity and Mass Production Can a Price War Begin

Technical maturity is a key factor that determines when a price war might break out. A price war in the Micro LED sector can only occur when the technology reaches a sufficient level of maturity and supports large-scale mass production. Currently, while both mainland China and Taiwan are vigorously developing Micro LED technology and pursuing mass production, the technology still requires further refinement.

Mass production capability is another critical factor. A price war is only possible when LED display manufacturers can produce at scale to meet market demand. As of now, companies like BOE Huacan in mainland China have already begun mass-producing Micro LED products, while Taiwanese firms are actively preparing for production expansion. Mainland enterprises are taking the lead in this transition to mass production. This trend suggests that the competitive landscape between mainland China and Taiwan in the Micro LED space is beginning to take shape.

Impact of Micro LED Competition on the LED Display Industry

The competition between mainland China and Taiwan in the Micro LED sector is expected to drive both technological innovation and industrial upgrades. Both sides are increasing R&D investments and accelerating innovation efforts to strengthen their competitiveness. This dynamic will push LED display manufacturers to pursue new technological breakthroughs and explore untapped markets, thereby propelling the entire LED display industry forward.

As the competition intensifies, market adoption of Micro LED is likely to accelerate, leading to a gradual decrease in product prices. Lower prices will attract more consumer interest, boosting Micro LED product sales and driving widespread market growth. At the same time, declining prices will lower the consumer entry threshold, further stimulating market demand.

This rivalry is poised to reshape both the market structure and competitive landscape of the Micro LED industry. Both mainland and Taiwanese companies are striving to expand their market presence and capture greater market share. This competition will bring about significant structural changes and compel companies to continuously adapt their competitive strategies to keep pace with market developments. As the rivalry escalates, weaker LED screen manufacturers may be forced out of the market, while stronger firms will capture more market share through technological innovation and cost control.

Conclusion

The competition between mainland China and Taiwan in the Micro LED sector appears to be inevitable—and it will have a profound impact on the LED display industry. However, the exact timing of a potential price war will depend on a combination of factors, including technological maturity, production capacity, market demand, and consumer acceptance, as well as the evolving competitive and market dynamics.

For LED display companies, this emerging competition presents both challenges and opportunities. To thrive, they must constantly adapt their strategies to meet changing market needs.

In the next three years, we may witness the end of one era—and the birth of a new order.