Introduction: Delays and Changes in Focus Lighting’s Mini/Micro LED Expansion
Focus Lighting (Jucan Optoelectronics) recently issued two announcements that have sparked significant discussion within the LED display industry. On August 19, the company disclosed adjustments to its “Mini/Micro LED Chip R&D and Manufacturing Expansion Project.” Shortly after, on August 21, it revealed the termination of a $87.9 million procurement contract with AMEC Microelectronics due to equipment incompatibilities with current production needs.
Mini/Micro LED Project Faces a One-Year Delay
On August 19, Focus Lighting announced a revised implementation schedule for its capital investment projects. The timeline for the “Mini/Micro LED Chip R&D and Manufacturing Expansion Project” has been pushed back from August 2025 to August 2026, effectively delaying the project by one year.
According to Focus Lighting, this delay was influenced by a decision made in 2022 by its wholly-owned subsidiary, Focus Lighting Technology (Suqian) Co., Ltd. The decision was based on the prevailing market conditions, industry development trends, and the company’s internal assessment at that time.

The current market environment has seen rapid growth in small-pitch displays, full-color screens, and RGB white light technology, which has increased collaboration among red, yellow, blue, and green LED chip production. This shift has strengthened the competitive position of full-spectrum LED chip manufacturers. To adapt to these trends and manage new competitive pressures, the “Mini/Micro LED Chip R&D and Manufacturing Expansion Project” timeline has been adjusted.
After thorough evaluation, the company decided to slow the pace of its remaining investment into the project, extending the expected operational date to August 2026.
Shift in Capital Allocation for LED Chip Expansion
On March 5, Focus Lighting announced a strategic shift in the use of funds for its “Mini/Micro LED Chip R&D and Manufacturing Expansion Project.” Initially, the company planned to allocate approximately $151.5 million to this project. However, by December 31, 2023, only $91,154 had been invested, leaving $151.4 million unspent. To improve capital efficiency, Focus Lighting decided to redirect $112 million of the remaining funds toward a new project that focuses on producing 2.4 million red and yellow epitaxial wafers and chips annually.
Historically, Focus Lighting has specialized in blue and green LED chips, primarily used in white-light packaging for lighting and backlighting. While the company has produced some blue and green chips for RGB displays, it has not focused on developing red chips, and RGB displays have not been its primary focus. However, given the increasing importance of the RGB display market—especially for Mini RGB displays—the shift toward red chip production aligns with its strategic goals.
Focus Lighting acknowledged that its lack of GaAs-based red and yellow LED chip products has limited its competitiveness in fast-growing sectors like Mini and Micro LED displays. As demand for GaAs-based chips rises, especially in downstream applications, the company sees an urgent need to strengthen its capabilities in this area.

Is the Delay in the Mini/Micro LED Project Related to These Developments?
Given these strategic adjustments, the delay in the “Mini/Micro LED Chip R&D and Manufacturing Expansion Project” might be connected to these broader changes. Recently, Focus Lighting clarified that Mini and Micro LEDs are only a part of its diverse range of LED chip offerings. The company confirmed that its Mini LED chips are already in mass production, while its Micro LED products are currently undergoing customer validation.
Termination of a $87.9 Million Procurement Contract with AMEC
On August 21, Focus Lighting announced the termination of a major procurement contract. The company and AMEC mutually agreed to terminate an $87.9 million equipment purchase contract signed on January 9, 2018.
This contract involved the purchase of metal-organic chemical vapor deposition (MOCVD) equipment (Model: Prismo A7). However, due to the equipment’s incompatibility with current production needs, the contract was canceled. Despite this termination, Focus Lighting noted that other collaborations with AMEC remain ongoing.
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