Recently, companies including Unilumin, Longli Technology, Triumph Science & Technology, and DelphiLaser have disclosed updates on their glass substrate technology progress through investor interaction platforms.
Unilumin: Glass Substrate Technology in Research Stage
Regarding the development of glass substrate technology, Unilumin stated that its glass substrate technology is currently in the research stage. The company has a dedicated R&D team working in collaboration with leading industry players and has produced samples for evaluation.

Longli Technology: Reserves Glass Substrates and Mini/Micro LED Technologies
Longli Technology announced that the company currently reserves multiple technologies related to Mini LED, Micro LED, and glass substrates, among other related technologies, and holds relevant invention patents.

It is reported that Longli Technology focuses on the R&D, production, and sales of backlight display modules, with products applied in consumer product fields such as smartphones, tablets, laptops, televisions, AR/VR, as well as specialized display areas in automotive, industrial control, and medical fields.
Glass substrate is one of the substrate materials for Longli Technology, known for its excellent mechanical properties and thermal stability. As glass substrate technology continues to make breakthroughs and the application of Mini LED technology expands, glass substrates are expected to become one of the key materials in the market. The company will plan and apply these materials based on future market demand.

Triumph Science & Technology: Semiconductor Packaging Glass Substrate Nearing Mass Production
Triumph Science & Technology stated that its semiconductor packaging glass substrate has passed verification and is nearing the final stages before mass production. The company continues to develop applications related to glass and is closely monitoring the development of TGV (Through Glass Via) technology.

It is reported that Triumph Science & Technology‘s new display business mainly includes ITO conductive film glass, flexible ITO conductive film, glass cover plates, capacitive touchscreens, glass thinning, display modules, touch screen modules, and display touch-integrated modules, among other products.
Triumph Science & Technology has developed a glass core substrate (GCS) based on the TGV technology. This innovative IC carrier technology combines the advantages of glass materials and semiconductor processes, and will be used for advanced semiconductor packaging in the future. Additionally, the company is conducting TGV through-hole copper plating processes and has ordered laser through-hole equipment from JPT Laser.
DelphiLaser: Small-Scale Shipment of TGV Equipment
DelphiLaser stated that the company’s laser equipment for glass through-holes (TGV), designed for advanced packaging glass substrates, has made small-scale shipments. The product is still in the phase of expanding to the industry and customers, with a low proportion of revenue.

It is reported that DelphiLaser specializes in precision laser processing equipment and lasers. In the semiconductor field, the company provides equipment for Micro LED stripping/mass transfer, LED/Mini LED wafer laser stress-induced cutting, silicon carbide wafer slicing equipment, laser annealing equipment, and more.

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