Hot topics of the week: MicroLED is fully blooming in the fields of display, automotive lighting and optical interconnection

This week, technology routes such as Micro LED, Mini LED and Micro OLED continue to develop. Among them, in terms of Micro LED, from ultra-large-size giant-screen TVs to AR micro-displays, to automotive lighting and optical interconnection applications, the industry is accelerating its expansion into multiple scenarios. At the same time, technologies such as perovskite color conversion continue to make progress, providing support for the development of Micro LED.

[Product Progress]

TCL released two 163-inch Micro LED giant screen TVs

On March 17, TCL held a 2026 spring new product launch conference and launched two 163-inch Micro LED giant screen products. The models are Max163M Pro and Max163M, priced at 349,999 and 249,999 yuan respectively. TCL said that Micro LED products have dropped from the million yuan level in 2024 to the current price and are entering more households.

Jupiter releases Micro OLED AI+AR smart glasses

On March 18, Jupiter launched JOVE Glasses S1. The product is positioned as full-color AI+AR smart glasses. It uses array optical waveguides combined with Micro OLED display solutions to support binocular full-color display. It is priced at 4,399 yuan and is claimed to be the world’s cheapest full-color AI+AR smart glasses.

Woge Optoelectronics and Zhui Mi jointly released an 85-inch glass-based RGB Mini LED TV

On March 13, during the China Home Appliances and Consumer Electronics Expo (AWE2026), Woge Optoelectronics and Zhui Mi jointly released an 85-inch glass-based RGB Mini LED TV product Z8000. The TV is equipped with 16,128 backlight zones and adopts a four-light structure in one zone, with a total of approximately 64,512 Mini LED lamp beads.

Philips releases RGB-Mini LED TV MLED981

On March 17, Philips released its first RGB-Mini LED TV, MLED981, which is scheduled to be launched in October with an 85-inch screen. This product is positioned higher than high-end QLED and lower than 800 and 900 series OLED TVs. It is equipped with the 10th generation P5 AI processor, Dolby Vision 2 MAX, and is equipped with a 165Hz high refresh rate panel and 97% DCI color gamut.

Changhong releases the industry's first "light color field simultaneous control" RGB-Mini LED TV

On March 12, Changhong TV launched the industry's first "light color field simultaneous control" RGB-Mini LED TV Changhong Gold Label T70S. In order to solve the problem of mutual interference of red, green and blue colors in traditional RGB-Mini LEDs, "light color field simultaneous control" technology is used to coordinately control light, color and scene. In terms of screen, T70S is equipped with a black diamond borderless screen Ultra customized jointly with BOE. It adopts a four-sided borderless design and supports 4K resolution and 180H native high refresh rate.

JiKrypton 8X is released, equipped with Freya Hella Micro LED headlights

On the evening of March 16, Jikrypton held a technology conference for Jikrypton 8X and simultaneously started pre-sale, with the pre-sale price ranging from 376,800 yuan to 516,800 yuan. The new car is equipped with Freya Hella's "vast star diamond matrix headlights", which are based on a new generation of high-resolution matrix lighting module SSL|HD technology, realizing the first mass production application of this technology in the Chinese market.

[Technology Progress]

Mojo Vision and U.S. semiconductor company develop high-density Micro LED interconnection solutions

Recently, U.S. Micro LED microdisplay company Mojo Vision and U.S. data infrastructure semiconductor company Marvell Technology announced a long-term strategic cooperation to jointly develop a new generation of optical interconnect solutions to provide power for the next wave of development of high-performance artificial intelligence data center infrastructure.

Avicena launches Micro LED optical interconnect evaluation kit

Recently, Micro LED optical interconnect technology developer Avicena officially launched the Micro LED optical interconnect evaluation platform LightBundle eKit. The platform uses an application-specific integrated circuit (ASIC)-based transceiver that integrates an LED array, a photodetector (PD), and a microlens array in a single architecture, and implements data transmission through a high-performance multi-core optical fiber bundle.

CEA-Leti breaks through the color conversion bottleneck of sub-micron Micro LED

Recently, the French CEA-Leti Research Institute recently announced a key progress: the successful development of a perovskite color conversion layer (CCL) suitable for sub-micron Micro LED, providing a new solution for high-resolution micro-displays.

Nationstar Optoelectronics and Edison reach KSF global patent authorization

Recently, Nationstar Optoelectronics and Edison Innovations (hereinafter referred to as "Edison") successfully signed a global KSF patent licensing agreement. Relying on this authorization, Nationstar Optoelectronics will continue to deepen its technology layout in traditional backlight, Mini/Micro LED backlight, automotive display and other fields.

Nankai Chemical's scientific research team realizes high-performance all-perovskite triple-junction white light LED

Recently, the research team led by Professor Yuan Mingjian and researcher Jiang Yuanzhi from the School of Chemistry of Nankai University has made significant progress in the field of new perovskite full-color ultra-high-definition display technology, and successfully developed a high-performance red, green, and blue three-junction white light perovskite LED that can be used in the next generation of high color gamut backlight and ultra-high-definition display fields.

[Project Progress]

Zhaochi Semiconductor Mini/Micro LED Epitaxy and Chip R&D, Manufacturing and Expansion Project Announcement

On March 16, the Jiangxi Province Investment Project Online Approval and Supervision Platform officially announced the "Nanchang High-tech Zone Zhaochi Semiconductor Mini/Micro LED Epitaxy and Chip R&D and Manufacturing Expansion Project". The total investment of the project is about 2 billion yuan. The main construction content is to invest in the high-tech zone to purchase 24-cavity blue-green MOCVD equipment, 20-cavity red MOCVD equipment and related supporting chip R&D and production equipment for production expansion. The new monthly LED chip production capacity is about 400,000 pieces.

Polar Light advances dual-color Micro LED microdisplay project

According to foreign media reports, Swedish Micro LED manufacturer Polar Light Technologies recently announced that it has jointly received funding from the EU Eurostars project with chip bonding manufacturer Finetech, with a total amount of 1.1 million euros for the development of dual-color Micro LED microdisplay prototypes. The project is called "2ndGenMicroLED", with a research and development cycle of 18 months. The focus is on achieving higher integration of micro-display devices through new processes.

LG Display is developing Micro LED inspection and repair technology

On March 17, according to Korean media The Elec, LG Display has been participating in the Micro LED inspection and repair national R&D project promoted by the Ministry of Industry, Trade and Energy since April last year. The R&D project is jointly participated by Ulsan University of Science and Technology (UNIST), Korea Display Industry Association, Hubio and Justem, with LG Display responsible for process verification and performance evaluation.

Luopu COB Intelligent Manufacturing Center was officially opened

On March 16, Nanjing Luopu announced that the company's COB Intelligent Manufacturing Center was officially opened. It is reported that the project took only four months to complete the dismantling of the old production line, the arrival of equipment, the successful manufacturing of the first panel, and the lighting of the first box.

The second phase of the Nanchang Electronic Information LED Industrial Park project is expected to be fully completed by the end of August

On March 11, Nanchang announced that the construction of the second phase of the Nanchang Electronic Information LED Industrial Park located in Qingshan Lake District is progressing steadily. This project is a key construction project for Jiangxi Province and Nanchang City, and is one of the core carriers for Nanchang to create an "LED Optical Valley".

Xinshitong Qijiang new factory starts construction

On March 16, Xinshitong announced through its official video account that its Qijiang new factory area has officially started construction, marking a solid step forward for the company's production capacity expansion. Official information shows that the new factory will introduce intelligent production lines and plans to build an important intelligent display production base in the southwest region.

[Capital Trends]

Lenovo invests in AR glasses company Tribute to the Unknown

Recently, according to the latest information from the official website of Qizhacha, Beijing Tribute to the Unknown Technology Co., Ltd. has recently undergone a number of industrial and commercial changes, and officially introduced Lenovo (Beijing) Co., Ltd. and others as new shareholders. With the expansion of the shareholder lineup, the company's registered capital has also expanded, increasing to 13.4397 million yuan.

Micro LED micro-display innovator Cosyu Yuanxin received a new round of financing

Recently, Micro LED micro-display innovator Guangyu Yuanxin has undergone industrial and commercial changes, adding Xianghe Capital, China Science and Technology Star, and Fangguang Capital as shareholders, further expanding its capital lineup.

Mini LED coating material supplier Huigu New Materials has opened subscriptions

On March 20, Huigu New Materials opened subscriptions. In terms of application fields, the company's products have extended to the electronics and display fields, involving photoelectric coating materials. It disclosed that it has achieved mass production of Mini LED-related coating materials and entered the supply chain of companies such as BOE, TCL Huarui Lighting and Samsung.

Core Microelectronics submitted a listing application to the Hong Kong Stock Exchange

On March 15, Core Microelectronics submitted a listing application to the Hong Kong Stock Exchange, specializing in PCB direct imaging and semiconductor direct writing lithography equipment. Its direct-write lithography technology requires no mask and can be used for Micro/Mini LED, OLED and advanced packaging, with a minimum line width of 350nm.

Light Particle Technology completed nearly 100 million yuan in Pre-B round of financing

According to 36Kr news, the smart sports glasses brand Light Particle Technology has completed nearly 100 million yuan in Pre-B round of financing, invested by Hangzhou High-tech Financial Investment. The funds will be used for team building, technology research and development and global market expansion.

[Latest Performance]

Recently, Shenzhen Tianma, Xingyu Automotive Lighting, Jufei Optoelectronics, and Beiwei have successively announced their 2025 performance. Among them, Shenzhen Tianma and Biyiwei achieved profitability, while Xingyu Auto Lighting and Jufei Optoelectronics achieved revenue growth.