LEDinside Says Potential Scale of Micro-LED Market Could Reach US$ 30~40 Billion If It Was to Supplant the Current Display Chain

Following LCD and OLED, micro-LED is now one of the next-generation display technologies that are in the spotlight. Besides companies working in the global display supply chain, major technology brands including Apple and Sony are increasingly involved in the development of micro-LED as they are drawn to its possibilities. Currently, those that are engaged in this field aim to bring down the production cost. The latest research from LEDinside, a division of TrendForce, finds that the potential scale of the future micro-LED market – one that would replace the entire current LCD display chain including BLU, polarizer and other components – could reach US$30~40 billion.

Roger Chu pointed to mass transfer as the most difficult technology bottleneck that prevents the general production cost of micro-LEDs from going down. “Creating mass transfer solutions requires efforts across different industries including LED, semiconductor devices and the entire display supply chain,” said Chu. “Also, new solutions could lead to different specifications for processing equipment, testing equipment, chip products, raw materials and etc. New specification standards will raise the technology barrier for market entrants. The need for cross-industry collaboration will also prolong the R&D period for developers of micro-LED displays."

In addition to cost reduction efforts, entrants in the micro-LED display market will need to generate additional value for the technology. “Once established, mass transfer solutions may be used to pick and place LEDs or electronic components of similar sizes – take sensor chips for example,” said Chu. “Micro-LED itself has a lot of potentials and could one day shine in lots of applications including VR devices, AR projection, optical sensors and fingerprint recognition.”...More

Technology Brands Including Facebook Dive Deep Into the Potential of Micro-LED Displays for AR and VR Devices, Reports LEDinside

LEDinside’s research on micro-LED finds that the pioneers Sony and Apple have diverged in application development. Sony focuses on building huge micro-LED display walls, while Apple works on miniature micro-LED screens for its Apple Watch devices. Other parties that are interested in the technology are looking at augmented and virtual reality (AR and VR) as a potential application segment.

In the market for smartwatch displays, micro-LED is going to face intense price competition from conventional display technologies. AR and VR, on the other hand, is a blue ocean market with much more possibilities in terms of product design. Hence, companies such as Apple, Oculus and Ostendo consider micro-LED solutions for AR and VR devices.

Next to VR and AR devices, smartphones constitute another large potential market for micro-LED displays. According to LEDinside, micro-LED is expected to rapidly penetrate the high-end segment of the smartphone market following its commercialization in the future. Trends in the smartphone market has shown that novel and better display technologies are a major selling point for premium device models....More

LEDinside: Micro LED Display and Fine Pitch Display Technology

Considering about cost, after pitch refinement that narrows pitches between LEDs, the cost of LED packaging will consume a much larger proportion of the overall display module production cost. When it comes to Micro LED display, the cost structure of a Micro LED display of the same size and same pitch as those of a fine pitch display, according to the model, would be so much different from a fine pitch display’s cost structure. In particular, the cost of LED (light source) sees a drastic shrinkage. Other than that, LEDinside reckons LED transfer and display driver technology hold the largest proportions of the consolidated production cost....More

LEDinside: Micro LED Key Technology Development Map Analysis: Transfer Technology

The core technology of thin film transfer is how to massively pick up micrometer-scale epitaxy, currently, the pick-up can be implemented through physical and chemical methods. Taking the physical method for example, LuxVue pick up micro devices through electrostatic adsorption. And the chemical method represented by X-Celeprint, who utilizes van der Waals force to pick up with the medium of Stamp. Moreover, many manufacturers developed a number of pick up methods respectively.

Another core technology of thin film transfer is how to select the ideal micrometer-scale epitaxy for pick-up, for example, generally selecting the target object through controlling the strength of pick-up force like the above mentioned electrostatic force or van der Waals force. In addition, Sony selects the specified target object through laser ablation technology. ...More

LEDinside: LuxVue Own Abundant Transfer / Bonding Patents on Micro LED

The latest analysis “1Q17 Micro LED Next Generation Display Industry” by LEDinside, a division of TrendForce, make a further analysis on the Micro LED industry. Observed from current technology, how to transfer Micro LED will be the biggest challenges. In addition, Investigated from current player, the technology value chain is generally forming. Four key technologies including epi wafer and chip, transfer, bonding, and color conversion.

According to LEDinside’s analysis on the patents owned by 10 investigated transfer manufacturers and categorized by their patent content, LuxVue possess a large number of transfer patents, and X-Celeprint followed. ...More

Micro-LED Can Be Game Changing for LED Industry as It Brings an Array of Value-Added Opportunities, Says LEDinside

LEDinside, a division of the global market research firm TrendForce, held LEDforum 2016 at National Taiwan University Hospital (NTUH) International Convention Center on September 30. This conference, which focused on micro-LED as the next-generation display technology, featured presentations by industry and research heavyweights including Epistar, Trillion Science, hTC, PlayNitrides, OSRAM Opto, Macroblock, Industrial Technology Research Institute (ITRI), X-Celeprint and CEA-Leti. ...More

LEDinside 2017 Micro LED Next Generation Display Industry Member Report

Four Major Topics
- Micro LED Market Development Trend
- Micro LED Technology Development Trend
- Micro LED Application Development Trend
- Micro LED Supply Chain Development Trend

Report Name Content Characteristics Format Release

2017 Micro LED Next Generation Display Industry Member Report

Micro LED Industry Outlook and Supply Chain Development

Micro LED and LED Technology Analysis LED Industry Supply Chain Survey Micro LED Player Status- Patent and Technology Progress


Quarterly Update / Annual (January, April, July, October)

Micro LED Application Market Trend- LED Display

- LED Display Market Status
- (Market Scale, Current Technology, Major Players)
- Micro LED Display Market Development
- (Micro LED Display Technology Analysis, Micro LED Display Application and Future Market Outlook)

Micro LED Industry Technology Analysis

- Micro LED Transfer Technology
- Micro LED Driver IC Solution
- Micro LED Display to Realize RGB Solutions

Micro LED Application Market Trend- Wearable Devices

- Micro LED in Wearable Device
- Micro LED Display Technology Analysis, Specifications, Supply Chain Analysis

*LEDinside Keep the Right to Adjust the Contents, Depending on Industry Development Trend

Release Date: January / April / July / October
Format: PDF / Excel
Language: Traditional Chinese / English

Customized Report / Consulting Service
For further information about the report, please contact:
Joanne Wu    +886-2-8978-6488 ext. 912

LEDinside, another subsidiary of TrendForce, offers research information on LED (light-emitting diode). Moreover, LEDinside also covers the technology development, market trend, and financial information of the LED industry on a global and regional basis. For more about LEDinside, please visit www.ledinside.com

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