Continuous excitement, a quick overview of the MLED special session at the 2026 New Display Industry Seminar

From April 22 to 23, 2026, LEDinside, a subsidiary of TrendForce, and TrendForce Display will jointly host the two-day "2026 TrendForce New Display Industry Seminar (DTS 2026)" at the JW Marriott Hotel Shenzhen Jinmao.

The first day of this seminar focused on the MLED display industry, with exchanges focusing on topics such as Micro LED cross-border applications, AI-driven display ecology, terminal technology upgrades, and industry chain collaborative innovation. A number of industry experts and TrendForce analysts delivered speeches one after another, bringing in-depth and forward-looking industrial perspectives to the scene, ranging from technological evolution and application expansion to industrial collaboration and ecological construction.

At the beginning of the meeting, Fan Xiaoli, General Manager of TrendForce Consulting, delivered a speech, expressing welcome and gratitude to all participants, and expressing her best wishes for the future development of the display industry. Subsequently, analysts from TrendForce and experts related to the MLED display industry chain shared topics one by one. The following is the main content of the speakers:

Cross-border integration of Micro LED: Dual-track development of AI display and optical communication

Qiu Yubin, Senior Deputy General Manager of Research, TrendForce

After ten years of hard work, Micro LED has officially entered commercialization from laboratory technology, showing results in large displays, smart watches and AR glasses. Looking ahead, the key for Micro LED to expand scale and strengthen its niche is to closely embrace the differentiated needs of the AI era.

The demand for displays in the AI era has undergone substantial changes: displays have transformed from mere output terminals to media with two-way interactive functions, emphasizing the integration of digital information into the environment and eliminating physical boundaries. Micro LED has become the core of changing the AI display landscape due to its high support for transparent displays, extreme flexibility from 100-inch splicing to 0.5cc micro-optics, and highly flexible sensing integration or even direct use as sensing components.

In addition to display applications, Micro LED also shows strong potential under the trend of AI-driven server high-speed transmission. Its CPO co-packages optical applications with energy consumption as low as 1-2 pJ/bit and transmission density as high as 20 Tbps/mm2. This high-speed and power-saving advantage makes it capable of replacing copper wire transmission and becomes the best solution for short-distance optical communications in server cabinets.

Whether it is for automotive, large-size, wearable and near-eye micro-displays, or non-display tracks such as optical communications and active headlights, Micro LED needs to be optimally positioned in the AI interaction requirements. The outbreak of any market segment will trigger a chain reaction, drive production capacity layout and supply chain iteration to achieve a qualitative leap, and thereby win the strategic trust and favor of the global market.

MiP Attack: A New Blueprint for Empowering MLEDs

Xie Shaojia, R&D Director of RGB Device Division of Nationstar Optoelectronics

MiP has gone through the concept germination, market introduction and technology reserve stages, and will enter the industrialization explosion period in 2025. It is expected to dominate the ultra-fine pitch market below P0.7 after 2026. As the industrialization process accelerates, Micro MiP continues to evolve iteratively and accelerates its penetration into the MLED field, promoting the transformation of the industry chain from single-link participation to collaborative development.

At present, MiP has achieved full-scenario empowerment, covering professional-level large-screen projects such as surveillance and security, cinema screens, virtual studios, and conference business, and has expanded into consumer-level fields such as home theater TVs, smart wearables, and curved creativity. What can be expected is that the MiP panel, combined with AM drive and transparent display, will become an ideal solution for scenarios such as vehicle cockpits. Empowered by AI, the "MiP + panel + AI + scene service" model will create new value and promote the evolution of LED displays into intelligent interactive tools that can be perceived, analyzed, and responded to.

From the perspective of technology competition, MiP and COB both cover the mainstream pitch range from P0.1 to P2.0, forming a certain substitution and squeeze on the traditional packaging system. MiP has penetrated the mid-to-high-end commercial display market. Among them, Mini MiP has achieved large-scale production and gradually entered the mature application stage; Micro MiP has outstanding performance in the ultra-high-end display market below P0.4, but still faces practical challenges such as yield improvement and cost optimization; COB technology is accelerating in mid-range applications.

After continuous efforts and innovation, Nationstar Optoelectronics has launched a full range of devices from MiP0101 to MiP1010. Its AS series display panels use ultra-thin substrates, Micro-level chips and black matte packages, integrating the triple technology of "MiP+module+adhesive lamination", with the advantages of 3000 cd/m2 high brightness, color consistency and double protection. At present, Nationstar Optoelectronics Nanzhuang Geely Industrial Park (Foshan Chancheng) has completed the expansion of production, helping to build a new MLED ecosystem.

AI empowered, Unilumin Technology’s new conference room solution

Liu Yue, Director of Solution Department, Unilumin Technology

The current smart conference market still faces multiple challenges. The separation of audio and video systems and cumbersome cross-end scheduling make conference organization and control efficiency low. Even a small conference room needs to integrate multiple subsystems such as audio, video and central control, which brings high integration difficulty and technical threshold. At the same time, the traditional solution has complicated cables and cluttered space, and the cost of post-maintenance and troubleshooting is high. System debugging relies on professionals, which further increases the usage threshold and overall cost.

In response to the above pain points, Unilumin Central Research Institute relies on years of technology accumulation in the audio and video field, continues to promote independent research and development of core algorithms, and achieves technological breakthroughs in multiple key directions, covering LED AI interaction technology, Mont Blanc image quality AI engine technology, audio AI technology, speech recognition technology, wireless Internet of Things technology, and audio and video signal IP technology, etc., gradually building a relatively complete intelligent audio and video technology system.

In terms of products and applications, the LED AI all-in-one machine built based on AI capabilities redefines the form of smart conference terminals; wireless cascade conference microphones improve collaboration flexibility and immersive experience; the four-in-one conference companion provides highly integrated solutions for desktop conferences; it is also equipped with ceiling array microphones, AI smart tracking cameras, and real-time AI subtitle conference systems.

Relying on the aforementioned technology and product capabilities, the overall solution reduces operational complexity through integrated design, reduces the number of devices and wiring requirements, and uses AI capabilities throughout the entire meeting process to achieve process simplification, cost reduction, and improved experience. At the application level, it covers various scenarios such as BOSS Think+ curtain cabin, Team Think+ small team collaboration space, Summit Think+ high-end business meeting space, and Conference Think+ large conference space, building a complete smart conference space system.

Across diverse scene challenges: Innovation and advancement of LED display and control systems

Lin Xianmeng, Nova Nebula, Director of the Laboratory of Academia Sinica

With the continuous evolution of LED display technology and the continuous expansion of application scenarios, traditional large LED screens have gradually been upgraded to ultra-large screens and further developed into creative displays. In this process, product capabilities continue to be upgraded, and a series of new technical requirements have been derived, including ultra-large load capacity, multiple backups, fault detection and early warning, HDR display, thermal compensation, convenient configuration tools, screen misalignment repair, special-shaped screen correction, and optimization of full-link stability and delivery efficiency.

For creative display, Nova Nebula has launched a convenient configuration tool that supports arbitrary pixel-level extraction and free editing, achieving a WYSIWYG screen configuration experience. For ring screens and spherical screens, the pixel adaptive function can effectively solve the problem of screen misalignment and achieve precise alignment and efficient debugging of creative screens. At present, creative displays have gradually extended to the automotive market, and their applications cover diverse scenarios such as LED front faces, ISD headlights, LED front Hello screens and car taillights.

In the field of virtual production, in addition to traditional problems such as scan lines and color distortion, higher contrast, higher color accuracy, higher refresh rate, lower temperature rise, and more stable display effects have gradually become new technical requirements. In response to these challenges, Nova Nebula has launched thermal compensation technology to control the color temperature deviation within 100K, the uniformity deviation less than 3%, and the brightness loss less than 5%. In addition, the PAM+PWM hybrid drive technology can effectively reduce screen power consumption. Actual measured data shows that power consumption can be further reduced by more than 20%, achieving lower temperature rise and more stable performance in virtual shooting environments.

To meet the needs of all-in-one computers and home theaters, Nova Nebula has launched the Infinity solution, which uses PWM+PAM hybrid drive technology. This solution consists of a hybrid driver chip, a control system and a core algorithm. It can significantly improve the overall performance of the display screen. It has high grayscale number, high refresh rate, high peak brightness, high dynamic range, high color accuracy, and achieves low power consumption and low temperature rise. It can better meet the user experience in all-in-one machines and home theater scenarios.

Let every screen be upgraded to an AI screen

Chai Jinxiang CEO of Mofa Technology

In the AI era, all screens will be upgraded to AI screens. The AI screen is a screen that puts embodied intelligence into the screen, integrating large model capabilities and AI digital human capabilities. It has the core characteristics of having a brain, having an image, being able to express, being able to do things, and multi-modal perception. It can achieve 24×7 online, large-scale deployment, low-cost operation, and continuous iteration.

Based on this core capability, AI screens can cover multiple scene applications: mobile phone screens realize AI companionship, large screens are used for AI explanations, and terminal screens provide AI guidance. Compared with the limitation of traditional screens that are only used as display tools, AI screens completely break the functional boundaries and are upgraded to intelligent service portals, making every screen an embodied intelligence that can do things and provide services, equivalent to AI employees and AI white-collar workers.

In order to support the above scenarios and value implementation, Mofa Technology creates AI screens from three levels: perception layer, cognitive layer, and expression layer. The expression layer relies on two key technologies: AI human-creation ability and AI embodied drive. AI human-creation technology can create a 3D high-quality character library, support personalized editing, and realize 3D digital human figures. In the field of AI embodied driving, Mofa Technology has built the world's first 3D multi-modal large model of figures and the world's first AI end-rendering and end-side solution system.

Relying on core technology advantages, Mofa Technology’s embodied intelligent digital human has six major advantages: high quality, low latency, high concurrency, low cost, multi-terminal, and personalization. At the same time, it builds the “Mofa Youyan” platform with full-stack capabilities from knowledge access, knowledge understanding to knowledge application. At present, related products have been implemented in mobile phones, large screens, terminal screens and other scenarios, covering medical, industrial, retail, hotel and other fields, and have reached cooperation with companies such as TCL and Unilumin Technology.

In the future, embodied interactive intelligence will light up every screen, continue to promote the transformation of screens from display tools to service portals, and achieve a comprehensive transition from screens to embodied intelligence by building embodied AI OS and intelligent agent application stores.

Mini LED backlight new technology solutions and development opportunities

Yao Shuguang, Jinko Electronics Product Manager

The current display market is accelerating its evolution in three major directions: "large size, image quality upgrade and spatial integration". Products of 75 inches and above will grow significantly in 2025; among them, Mini LED and RGB-Mini LED, as key technology paths, are simultaneously supporting performance improvement and design innovation, and promoting the continuous upgrade of the form and display effects of terminal products such as TVs and displays.

Under this trend, Mini LED backlights are facing rapid growth opportunities. Domestic leading brands occupy a dominant position in the market, driving the industry to continuously upgrade from large-scale manufacturing to technology output. Industry chain collaboration also accelerates cost optimization and technology iteration. However, the industry still faces multi-dimensional challenges in its development: Mini LED and RGB Mini LED, as higher-order technology paths, put forward higher requirements in terms of display uniformity, cross-light control, color consistency, driving algorithm, system design and engineering capabilities, cost and yield equality.

In this regard, Jinko Electronics continues to make breakthroughs around its three core capabilities of large-scale manufacturing, industry chain collaboration, and system-level cost optimization. It accelerates the industrialization process by continuously improving the process yield and manufacturing stability of large-size Mini LED backlights, and collaborates with upstream and downstream partners such as chips, driver ICs, PCBs, and optical materials to carry out collaborative innovation. At the same time, through collaborative optimization of optical design, driver solutions, and structural design, it achieves effective control of overall system costs and continues to optimize key performance indicators such as display uniformity, anti-cross-light control, and light attenuation consistency to promote Mini. LED backlight technology is accelerating its penetration into a wider range of high-end applications.

Technology leads the way, intelligence creates the future

Jia Lili, BOE MLED Business Development Planning and Platform Director

Display technology has evolved from static natural imaging to black and white display, and then to color display. Current technologies mainly include LCD, OLED and Mini/Micro LED, and their applications include near-eye displays, wearable devices, mobile phones, laptops, monitors, car displays and TVs. Different application scenarios correspond to differentiated technical routes.

In view of the long-standing pain points in the industry such as poor ink color consistency, high-frequency flickering, severe heating, complex systems, and cumbersome assembly, BOE relied on its profound technological accumulation to propose a systematic solution.

In terms of optics, BOE has achieved 2000nit ultra-high brightness and 20000:1 high contrast through "Zhenzhen Optics", and launched BYH Ultra and GPR 3D display products. In terms of thermal management, "Zhizhan Thermal" optimizes multi-dimensionally from environment, use and safety to achieve a "cold screen" experience. The indoor Ultra series power consumption is only 180W/㎡, effectively reducing the operating temperature.

In terms of engineering efficiency, "Simple Installation" uses large-size module design to increase installation efficiency by 40%, reduce seams by half, reduce unit area weight to 1.76kg, and support ultra-thin integrated design. In terms of healthy display, it uses uniform light technology to reduce pixel brightness by more than 80% through both spatial and temporal dimensions. At the same time, it uses the low flicker characteristics of AM drive to improve the eye protection experience.

Based on system innovation in optics, thermal science, engineering efficiency and health display, BOE continues to promote the comprehensive upgrade of display products in terms of performance and experience. Its COG products integrate the characteristics of "brightness, thinness, low flicker, lightness, and smoothness" and are widely used in exhibition displays, educational conferences, high-end home theaters, cinemas, spherical immersive experiences, and landmark buildings.

Future-oriented substrateless Micro LED display: technology, application and industry synergy

Tu Menglong, Senior Director of Ledman Optoelectronics Technology R&D Center

Mini/Micro LED technology has strategic significance in promoting the upgrading of the display industry. Currently, Micro LED has gradually been commercialized in the field of ultra-large home giant screens, and small-size applications have also entered emerging consumer electronics markets such as AR glasses and smart watches. In the process of large-scale implementation, continuous shrinkage of chip size has become a key path to reduce costs and improve yield.

Substrate-less Micro LED chips peel off traditional substrate materials such as sapphire and complete electrode preparation directly on the GaN epitaxial layer, which can achieve an increase in contrast of about 3 times, a black ratio of more than 99%, a brightness of more than 1000 nits, and a wider color gamut. It relies on core processes such as temporary bonding, laser stripping, mass transfer, and laser welding to achieve large-scale manufacturing.

In terms of packaging paths, different technical routes show differentiated development: MiP solutions have high flexibility, but current Micro-level products still face the problem of high costs; PM glass substrates have more prominent advantages in the fields of transparent displays, virtual photography and oversized commercial displays; AM glass substrates use TFT drivers to achieve single-lamp single drive, with the ability to improve power consumption control and "caterpillar" failure problems, adapting to the needs of home giant screens, transparent displays and high-end consumer electronics markets. But overall, TFT-based Micro LED still faces technical challenges such as incoming material uniformity, mass transfer yield, visible seams, and large viewing angle Mura in ultra-large-size applications.