Hot topics of the week: MicroLED mass production is accelerated, RGB LED and AR new products are intensively released

This week, the LED display industry has made a lot of progress. On the one hand, the construction of Micro LED from pilot production lines to mass production lines has accelerated, and the industrialization process has accelerated; on the other hand, new products of RGB-Mini LED TVs and AR glasses have been released one after another. At the same time, capital continues to flow into key links such as chips, optical waveguides and AR, promoting the further development of the industrial chain.

[Project Progress]

Samsung Display is building a Micro LED pilot factory for watches

According to Korean media reports, Samsung Display is building a Micro LED pilot production line in Asan A2 Park, South Korea. Related transfer, bonding and other equipment are expected to be introduced within the year, and the possibility of mass production in the second half of next year will be explored. Samsung Display has launched related projects in 2023 and demonstrated a 2.1-inch Micro LED watch prototype. Chip suppliers include Sanan Optoelectronics.

Polar Light joins hands with VTT to build Micro LED trial production line to accelerate commercialization process

On May 27, Swedish Micro LED company Polar Light reached a cooperation agreement with Finland's VTT to transfer its first Micro LED product from the laboratory to the trial production line to promote large-scale manufacturing and process verification. VTT will undertake the complete manufacturing process to help reduce mass production risks and accelerate the commercialization process.

The world's first 8-inch Micro LED IDM production line was officially put into production in Zhejiang

Yanshan Technology recently announced that its new Micro LED display device project with an annual output of 3 million units has been officially put into production, marking the launch of the world's first 8-inch Micro LED IDM production line covering the entire process of epitaxy, chips to advanced packaging. The company focuses on the research and development and mass production of Micro LED display chips, and has laid out the AR/VR micro-display and direct display markets.

Xingyu Co., Ltd. signed the second phase of the Serbian factory, further expanding the global car lighting production capacity

On May 27, Xingyu Holdings signed a second-phase investment agreement with the Serbian government to add smart car lighting and electronic business production capacity. The company started the first phase of the Serbian project as early as 2019 and has entered the mass production stage in 2022, with an annual output of 5.7 million lamps and serving mainstream car companies such as Mercedes-Benz and BMW. This expansion will further strengthen its European market presence.

Zhongguang Electric’s LED lamp bead packaging project has started construction

Guangdong Zhongguang Electric’s LED lamp bead packaging project has officially started construction in Pengjiang District, Jiangmen recently, with a total investment of approximately 350 million yuan, focusing on LED lamp bead packaging, photovoltaic components and PCB circuit boards. The project plans to build production plants and R&D supporting facilities, and is expected to have an annual production capacity of 100 billion LED lamp beads after reaching full production.

[Capital News]

Yunying Valley is officially listed on the Hong Kong stock market, increasing its investment in Micro OLED/LED display backplane/driver

Yunyinggu Technology was listed on the Hong Kong Stock Exchange on May 27, becoming the first display driver chip design stock. The stock price rose sharply on the first day, raising approximately HK$1.019 billion. The company has been deeply involved in AMOLED display driver chips for a long time, and has increased its investment in Micro OLED and Micro LED backplane and driver businesses. Related businesses will continue to grow in 2025. The funds raised this time will focus on TDDI chip research and development and XR display technology layout, to accelerate technology upgrading and industrial expansion.

Beijing Ingenics is rushing to be listed on the Hong Kong stock market, strengthening the layout of automotive electronics and LED driver chips

According to the Hong Kong Stock Exchange’s disclosure on May 26, Beijing Ingenics submitted a main board listing application to the Hong Kong Stock Exchange, with Cathay Haitong as the exclusive sponsor. The company submitted the form for the first time in September 2025. It takes "storage + computing + simulation" chips as the core, and its applications cover the fields of automotive electronics, industrial medical and AIoT. The simulation chips include LED drivers and Combo chips.

PCB plans to raise 1.2 billion yuan to increase MLED and new display clean room projects

On May 26, PCB announced a private placement plan, intending to raise no more than 1.2 billion yuan for the construction of high-tech industrial projects and supplementing working capital, of which 840 million yuan will be invested in six major projects such as integrated circuits and new displays. In the field of new displays, the company will focus on building clean rooms and secondary distribution projects to serve the expansion needs of Mini LED, Micro LED and other production lines.

Lightzhou Semiconductor completed Series C financing to accelerate the industrialization layout of AR optical waveguides

AR optical manufacturer Lightzhou Semiconductor recently completed Series C financing, adding a number of new industry and local fund investments. The company mainly focuses on diffraction optical waveguides, light engines and AR display modules. In recent years, the company has continued to promote industrialization construction, and the Wuxi diffraction optical waveguide base and Liuzhou 12-inch glass wafer projects have been launched one after another.

Jimi AI glasses subsidiary raised 110 million yuan in one year to accelerate the layout of the AR track

On May 26, Jimi Technology announced that its AI glasses subsidiary Shenzhen Fayuan has completed a new round of financing of 60 million yuan. The cumulative financing in the past 12 months has reached 110 million yuan. The funds will be used to promote the research and development and commercialization of MemoMind brand AI glasses. The company relies on XGIMI's technical accumulation in optical design and manufacturing to develop Micro LED near-eye display solutions, covering multi-form smart glasses products.

Qianzhao Optoelectronics plans to invest 153 million yuan to participate in the establishment of a fund to lay out the commercial aerospace industry chain

On May 28, Qianzhao Optoelectronics announced that it plans to invest 153 million yuan to participate in the establishment of a partnership, focusing on investing in enterprises or special funds related to the entire commercial aerospace industry chain. The total scale of the partnership is approximately 301 million yuan. The company stated that the investment will strengthen cutting-edge technology synergy and industrial layout, and is in line with its long-term strategic direction.

Shiya Technology plans to sign a large order of 1.6 billion yuan

On May 28, Shiya Technology issued an announcement announcing that it plans to sell silicon-based OLED microdisplays to Goertek Optical (Hong Kong). The related transactions in 2026 are expected to not exceed 1.6 billion yuan. It is the first major transaction after listing. It stems from the needs of XR strategic customer projects and is based on the framework agreement. There is uncertainty in the final execution amount.

[Product Technology Progress]

Sony officially released two RGB-Mini LED TVs

On May 28, Sony released the 2026 Bravia 9 Series II and 7 Series II TVs, which use True RGB true color technology to achieve 100% BT.2020 color gamut through an independent RGB backlight system, and significantly improve brightness, gray scale and color volume performance. The products cover 65 to 115 inches, with a maximum price of 149,900 yuan. At the same time, Sony and TCL are promoting manufacturing cooperation and optimizing the supply chain structure.

Skyworth RGB-Mini LED wallpaper TV A9H goes on sale

During 618, the RGB-Mini LED wallpaper TV A9H launched by Skyworth was officially launched for sale, focusing on "ultra-thin wall-mounting" and high-quality experience. The product uses a 4K RGB-Mini LED display solution, supports up to 4350 backlight partitions, 4500nits peak brightness and 300Hz refresh rate, and is equipped with a Harman 7.1.2-channel sound system.

Thunderbird innovatively releases dual flagship AR glasses: GT focuses on movie viewing, and V4 enters the AI ​​imaging track

On the evening of May 27, Thunderbird innovatively released two flagship AR glasses: the GT series focuses on professional viewing, equipped with Micro OLED and self-developed image quality chips, supporting high brightness and large field of view immersive experience; V4 focuses on AI shooting, using a square outsole sensor and AI imaging system to improve low-light and composition performance.

Fujian’s first VLED LED movie screen is put into use in Xiamen

The first VLED LED movie screen in Fujian Province has recently been officially launched in Xiamen Discovery Cinema, which means that LED direct display movie projection technology has further expanded to the regional cinema market. Compared with traditional projection solutions, LED movie screens have certain advantages in terms of brightness, contrast, and viewing in a light-on environment. (Compiled by LEDinside)

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