MicroLED TVs

Samsung has been developing and supplying ultra-large-area tiled emissive microLED TVs, targeting both commercial/signage and residential applications for many years, and it has recently started to ship RGB microLED-backlit LCD TVs. 

According to a report from Korea, the company is adjusting its microLED TV production business, looking to increase profitability and product popularity - which basically means that it is likely to focus less on ultra-large premium TVs, and more on consumer-level microLED backlit LCDs. It is clear that microLEDs are not yet ready to enable mass-produced emissive TVs, even at a premium, as prices are simply too high and there are many improvements and challenges to overcome before this is possible.  

Last year we reported that India's Ministry of Electronics and IT (MeitY) is considering supporting the construction of a microLED production line in India, or to support the establishment of a supply chain for microLED development and production.

Yesterday the Indian government has approved a new project in Gujarat, by Crystal Matrix Limited, to establish a microLED and mini-LED production facility. The new fab, to be located in Dholera, Gujarat, will produce 6-inch GaN microLED and miniLED wafers, and will also produce mini-LED and micro-LED displays. The project's total cost is estimated at 3200 Cr INR (or about $336 million USD).

Towards the end of 2025, LG Electronics launched its first microLED-backlit LCD TVS, branded as LG Micro RGB Evo. The TVs, will be available at 75-, 86-, and 100-inch sizes.  

LG now announced that it is starting to accept pre-orders for the new micro RGB TVs - with prices of $4,999 for the 75-inch model, $6,999 for the 86-inch model and $7,999 for the 100-inch model.

Samsung is now starting to sell its new range of microLED RGB TVs, which are which are microLED-backlit LCDs. Samsung launched two series, the high-end flagship R95H and the R85H, with sizes ranging from 55-inch up to 85-inch (Samsung says it will release a 100-inch model by the end of the year).

The R95H flagship microLED RGB TV offers a 165Hz refresh rate, and Samsung's anti-glare coating, and it starts at $3,200 for the 65-inch model. The 85-inch R95H costs $6,500. 

In March 20256 Sony announced that it has developed an RGB LED backlighted LCD technology, with plans to release the first such TV in 2026. The company filed to trademark "True RGB".

The company now formally announced its True RGB TVs, and reveals that the backlighting is actually made from RGB miniLEDs, not microLEDs. The company plans to release the first such TV soon, saying that it will have an extremely well color reproduction.

Last year Sony said that its new technology can enable brighter (up to 4,000 nits) displays with an increase color gamut and wider viewing angles. The company already demonstrated a 75-inch RGB LED LCD display that uses 96,000 LEDs to create 32,000 dimming zones. Each dimming zone is made from 3 LEDs (RGB), and the zones are controlled in clusters of 8, which in reality means there are only 8,000 different zones.

Sony signed an agreement with TCL to spin-off Sony's TV business to a new company called Bravia Inc. TCL will pay around $473 million to acquire a controlling 51% stake in the new company. Bravia Inc. is expected to commence operations in April 2027.

Bravia Inc. will not just retain ownership of Sony's TVs - it will also include Sony's home audio equipment including audio and projectors, and Sony's B2B BRAVIA and B2B LED displays. It is not clear, but it is likely that the new company will also handle Sony's Crystal-LED tiled microLED signage displays, and also its upcoming microLED backlit LCDs.

TCL launched two new microLED TVs in China, both are based on 163" 4K tiled microLED panels. The Max163M offers 10,000 nits XDR brightness, a 100% BT.2020 color gamut, ultra-low reflection and is based on TCL’s Spirit Control System 3.0 software.

The second TV is the Max163M Pro, which offers higher brightness (TCL only says "over" 10,000 nits) and 120Hz refresh rate (we do know the refresh rate of the regular Max163M, it is likely to be 90Hz or 60hz).

UBI Research shared an interesting analysis of the cost model of a 101-inch direct-view microLED TV. UBI listed 46 components and processes items for producing the TV, saying that the cost to produce it is around $52,000.

As you can see in the chart above, around 85% of the cost comes from two components - the microLED pixels and the backplane. By pixel, the company refers to the entire frontplane of the display. 

Omdia says that microLED display panel revenues will double in 2026, reaching $105.4 million, up from $52.4 million in 2025. The market is still very small and limit, Omdia says that rapidly maturing manufacturing capabilities and new product adoption are expected to drive significant shipment and revenue growth in the near term.

Most of the growth in the near future will be driven by AR microdisplays and large-area signage displays (which Omdia refers to as public displays). Omdia, like most other analysts, expect microLEDs to grow first in specialized application markets where competing technologies cannot meet performance requirements. - and these include ultra-large tiled displays and ultra-small ultra-high-brightness microdisplay.

Counterpoint (DSCC) estimates that microLED display revenues grew 150% in 2025. The company did not release the exact revenue numbers, but these are still quite low, probably below $100 million.

Most of the growth last year were from the AR display segment, and in fact Counterpoint says that AR microdisplays represent 58% of all microLED revenues.