AUO

According to reports from Korea and Taiwan, both Samsung Display and LG Display have decided to slow down their microLED business plans. The main reasons behind this are the high production costs of microLEDs and high competition which is seen to lead to low profitability. 

Samsung Display will continue to invest in microLED R&D, but has delayed plans to expand production. LG Display has already reduced the size of its microLED R&D teams and is looking into deploying some of its microLED developers into the OLED side of its business.

Trendforce estimates that the microLED market is set for fast growth in the near future, as companies continue to invest in large display applications, wearable products (mainly AUO) and AR and automotive applications. Trendforce says that microLED chip sales will increase from around $62 million in 2024 to $580 million by 2028 (a CAGR of 84% from 2023 to 2028).

Trendforce acknowledges that the inability to reduce costs and technical challenges are major factors behind the cancellation of Apple’s Micro LED watch project, and so continuous optimization of production processes remains critical for the development of the Micro LED industry. 

AUO had an impressive booth at Displayweek, showing some of its latest microLED prototypes. It is clear that the company is highly focused on microLED technology as its next-gen display strategy.

First up, with a 31" large area single-panel microLED, which AUO says is the world's largest. The display is produced on a single glass LTPS backplane, and offers 120Hz and a brightness of 500 nits. AUO calls this a Large Size A.R.T. MicroLED display.

During AUO's recent investor conference call, the company updated on its microLED project and made some interesting comments. First of all, AUO says that it has started to ship wearable microLED display panels at the end of 2024 (that's in line with AUO's previous announcement).

As far as we know, AUO is working with a Swiss luxury watch producer (like Tag Hauer) that will announce its microLED smartwatch soon. AUO says that it expects to expand its wearable microLED production soon.

Last week during Touch Taiwan 2024, AUO demonstrated several new (and not new) microLED display prototypes. The company released this short video showing the displays in action:

AUO showed its large-area (60") microLED displays, its automotive microLED solutions (including transparent automotive displays), a 30" real-depth 3D microLED display for entertainment applications, medical-grade displays and a 31" microLED display that is a single panel (not a tiled display) - which AUO says is the world largest.

Lenovo is demonstrating a new prototype laptop device that uses a 17.3" transparent microLED display (produced by AUO). This is just a prototype at this stage, Lenovo says it has no plans to actually commercialize its Project Crystal device.

Lenovo suggests several use cases for such a device - for example sharing information (in a doctor's office, or a hotel desk), or AR applications such as identifying objects behind the screen (although this seems more suitable for higher mobility devices such as tablets or smartphones). 

Next week AUO will showcase two new transparent microLED display prototypes at SIE 2024. The first display is a large 60-inch display, and the second is a smaller 30-inch one, that includes a touch later.

AUO's new transparent microLED display prototypes feature 60% transparency, and wide viewing angles. 

AUO is demonstrating several new displays at CES 2024, including some new automotive microLEDs.

The first display is a new touch-enabled transparent microLED panel that is integrated in vehicle side windows. AUO did not disclose any technical specifications. In the past, AUO demonstrated many transparent microLEDs, including a 13.5" 1920x1080 panel shown in 2023, with a transparency of 55% and a high brightness of 5,000 nits. The microLEDs used in that display were 30 micron in size.

AUO announced that it will demonstrate a 108-inch residential microLED TV during ISE Europe 2024 (January 30, 2024). As far as we know, this is the first time that AUO shows a large-area microLED display. The screen is most likely a tiled microLED display.

Last month AUO announced its plans to invest further in its microLED technologies, and re-iterated its plans to mass produce microLED smartwatch displays by the end of 2023 - and also to introduce automotive and TV displays. You can read more about AUO's microLED wearable display project here. 

AU Optronics announced an agreement with PlayNitride, to build a 6-inch microLED production line at AUO's Longtan factory. AUO will pay PlayNitride NT$700 million (around $21.5 million USD) for this new line.

AUO says that the new line will utilize PlayNitride's Chip-on-Carrier (COC) technology, that produces the microLEDs on temporary substrates ready for the transfer process. This will enable AUO to more easily realize the production of display panels based on these microLEDs. AUO says that this new line will also enable it to reduce microLED production costs.