In recent years, the investment boom in Micro led has been unabated. Samsung, TCL, BOE Huacan, Liade, Zhouming Technology, Chenxian Optoelectronics, Youda and other companies have made new progress!
Samsung is about to release AR glasses Last year, Samsung announced that it had completely abandoned the led business after LG, and shifted its focus to Micro led and other fields. Recently, according to Korean media reports, Samsung is accelerating the development of its led on Silicon (LEDoS, a display platform that places micro LEDs on silicon chips, which is particularly suitable for devices such as augmented reality AR glasses) technology. It is expected to achieve commercial production in 2027, and launch second-generation AR glasses, which will compete fiercely with Apple, meta and other companies.
In addition to the Micro led AR glasses, Samsung also launched the wall series of Micro led products, covering 76-140 inches, mainly in the ultra high-end market. TCL Technology: TCL Technology has completed the construction of the pilot line. On May 6, TCL Technology said on the investor relations platform that TCL Technology has completed the construction of the pilot line. TCL Huaxing in the silicon-based MicroREQUEST NOT VALIDProduction capacity of 40,000 chipsets (6 inches) and 45,000k Micro led pixel devices.
Samsung is about to release AR glasses Last year, Samsung announced that it had completely abandoned the led business after LG, and shifted its focus to Micro led and other fields. Recently, according to Korean media reports, Samsung is accelerating the development of its led on Silicon (LEDoS, a display platform that places micro LEDs on silicon chips, which is particularly suitable for devices such as augmented reality AR glasses) technology. It is expected to achieve commercial production in 2027, and launch second-generation AR glasses, which will compete fiercely with Apple, meta and other companies.
In addition to the Micro led AR glasses, Samsung also launched the wall series of Micro led products, covering 76-140 inches, mainly in the ultra high-end market. TCL Technology: TCL Technology has completed the construction of the pilot line. On May 6, TCL Technology said on the investor relations platform that TCL Technology has completed the construction of the pilot line. TCL Huaxing in the silicon-based MicroREQUEST NOT VALIDProduction capacity of 40,000 chipsets (6 inches) and 45,000k Micro led pixel devices.
Liad: Launched AR glasses products based on monochrome Micro LED light machine. On May 6, Liad (300296) said on the interactive platform that through cooperation with Saphlux, AR glasses products based on monochrome Micro LED light machine were launched, and Saphlux was developed and introduced to the market through participation. Before the product is put on the market, it needs to be tested internally. The time and method of market are yet to be determined. Chau Ming: It is planned to invest in the construction of Micro and Mini LED display production base projects in Nanchang. According to Chau Ming's financial announcement, it is planned to invest in the construction of Micro and Mini LED display and lighting production base projects in Nanchang City, with a total investment of no more than 600 million yuan; mainly to build cob packaging production lines, chip-level MiP packaging production lines and other LED display production lines and LED lighting production lines, and the products will be widely used in the field of Mini/Micro LED display and lighting. Chenxian Photoelectric: Released the world's first mass-produced 135-inch P0.7 TFT-based Micro-LED splicing screen At the recently held infocomm 2025 exhibition, Chenxian Photoelectric officially released the world's first mass-produced 135-inch P0.7 TFT-based Micro-LED splicing screen, which relies on nearly "zero stitching", health eye protection, and reliable system.The four major advantages of high performance and ultra-low power consumption have redefined industry standards.
In addition, Chenxian Optoelectronics also exhibited a number of cutting-edge new products, including the world's thinnest P0.7 Micro-LED ultra-thin screen, the world's first 88-inch P0.5 Micro LED high-end home display and the world's first P0.5 Micro-LED transparent screen and other innovative products. AUO's Micro LED transparent displays can be used in a variety of scenarios. At this year's Touch Taiwan, AUO showcased for the first time a 127-inch TV made of the world's largest single-module 42-inch Micro LED display developed with brand customers. It also launched the world's thinnest and first 17.3-inch double-sided transparent Micro LED display, which can project different information on both sides of the same screen, creating a unique "transparent" interactive experience. Application scenarios include aircraft first-class seat compartments, commercial advertising, home decoration, sales venues and other diverse fields.
In addition, Chenxian Optoelectronics also exhibited a number of cutting-edge new products, including the world's thinnest P0.7 Micro-LED ultra-thin screen, the world's first 88-inch P0.5 Micro LED high-end home display and the world's first P0.5 Micro-LED transparent screen and other innovative products. AUO's Micro LED transparent displays can be used in a variety of scenarios. At this year's Touch Taiwan, AUO showcased for the first time a 127-inch TV made of the world's largest single-module 42-inch Micro LED display developed with brand customers. It also launched the world's thinnest and first 17.3-inch double-sided transparent Micro LED display, which can project different information on both sides of the same screen, creating a unique "transparent" interactive experience. Application scenarios include aircraft first-class seat compartments, commercial advertising, home decoration, sales venues and other diverse fields.
AUO Chairman Peng Shuanglang said that Micro LED will grow year by year in the next year, and will maintain a trend of cost reduction of 50% every two years. It is expected that by 2029, Micro LED will be able to compete with some OLED products. In addition to the new progress announced by the above companies, there are many other layout companies that have also announced their new technological achievements, layout patents, investment status, etc., so I won’t list them all here! A new round of market competition is about to beginWith the advantages of high brightness, high contrast, infinite splicing, and good display effect, Micro led will replace most of the market of LCD, OLED, projector and other display technologies, and is regarded as the ultimate display technology. Once the Micro led technology is mature and the price reaches the level of consumer acceptance, it will lead the led into a new field, and will step into the billions of market from the tens of billions of levels! This is why many crossover companies and traditional LED display factories are scrambling to deploy Micro led technology! In the field of Micro led, China has a huge advantage and is expected to lead the world. However, it has also received attention from countries or regions such as South Korea and Taiwan. In May 2024, the South Korean government announced an investment of 484 billion won (equivalent to RMB) over eight years to build the Micro led industry ecology, with the goal of establishing a "super-gap" in this field similar to the previous OLED technology field. Recently, the South Korean government invested nearly 200 million yuan to reward technology research and development such as Micro led. Taiwan media believes that due to the recent breakthroughs of China's led manufacturers BOE Huacan and Hisense in cutting-edge technology Micro led and RGB Mini led technologies, it has posed a serious challenge to China's Taiwan Micro led technology. And believe that the mainland led manufacturers quickly follow up, may accelerate the Micro led industry to the Red Sea competition, the future price war is inevitable.
Currently, Micro LEDs are subject toCost and market acceptance limitations, major companies are mainly launched AR glasses, commercial display, TV, car and other products. It is believed that the cost of Micro led will continue to decline over time, thus accelerating the commercialization of Micro led. Today, China's Micro led business has made some gains. For example, Liard Financial said that its Micro led revenue in 2024 exceeded 800 million yuan, and new orders exceeded 1.1 billion yuan, an increase of 75% year-on-year. Chau Ming's earnings report also shows that its Mini/Micro LEDs have grown significantly, with cob and MIP accounting for 13% -15% of the company's business, which will increase to 25% —30% in 2025. Lehman's earnings report revealed that its international cob showed a 47.9% year-on-year increase in revenue in 2024. Summary: After the development in recent years, the commercial layout of Micro led has been gradually mapped out, and how to divide market share in the future is on the verge of triggering. At present, the layout of enterprises has stepped up the pace of grabbing the market. Whether several leading companies will form in the future will eventually be known.
ANNA