Market updates

Today we published a new edition of our Transparent MicroLED and OLED Market Report, with all the latest information and updates from this interesting upcoming industry and market, including the many new prototypes and displays recently unveiled by microLED developers.

Reading this report, you'll learn all about:

• Transparent OLED and MicroLED properties and advantages
• The transparent OLED and MicroLED industry
• What kind of transparent OLEDs are currently on the market
• The transparent OLED lighting market

The report package also provides:

• Transparent OLED display product listing
• A guide into buying transparent OLEDs
• The main challenges towards transparent displays
• Free updates for a year

This transparent displays market report provides a great introduction to transparent OLED and MicroLED technologies and covers everything you need to know about the market and industry now and in the future. This is a great guide for anyone who's thinking about adopting transparent displays in their products or that wants to understand this industry and market throughout.

Today we published a new edition of our MicroLED and OLED Microdisplays Market Report, with all the latest information. The AR/VR market is of high interest and companies are investing heavily in microdisplay technologies, both OLEDs and MicroLEDs. The new edition offers 14 updates and bringsg this report up to date, including the latest prototypes and technologies announced at Displayweek 2024.

Reading this report, you'll learn all about:

• The advantages of OLED and MicroLED microdisplays
• The microdisplays that are available on the market today
• Information on all companies involved in this market
• Future technologies and roadmaps

The report package also provides:

• A list of all OLED microdisplays on the market
• A list of all OLED and MicroLED microdisplays makers
• Microdisplays spreadsheet
• Over 25 datasheets, presentations
• Free updates for a year

This microdisplays market report provides a great introduction to MicroLED and OLED microdisplays, and covers everything you need to know about the current status of the market and industry. This is a great guide if you're considering to adopt OLED microdisplays in your product, if you're looking to learn more about next-generation micro-LEDs and if you want to understand this industry better.

The MicroLED Industry Association released a new internal market note, detailing its member views on the current goals and direction the industry should take. The market note includes analysis into the current industry situation, future projections and display segmentation based on members’ opinions, and also includes a market/industry sentiment review.

Following Apple’s decision to cancel its main microLED wearable display project, many in  the industry feel that there is a strong need for the microLED industry to align its strategy to make sure the industry moves in the right direction and manages to achieve a successful market introduction of microLED display technologies.

As you can see in the graph above, most microLED association members believe that the first goal of the industry should be to target niche applications, as it is highly challenging to target the display industry’s main segments (TVs, smartphones, wearables and IT devices). Targeting niche applications may be easier as the volume requirements are lower, the price pressure may be lower and such applications could benefit from the performance gains enables by microLED displays. 

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. 

MicroLED-Info offers custom-tailored seminars for companies interested in deepening their team's understanding of various MicroLED-related topics, training new personnel, assessing the relevance of a certain field for their company or simply honing their employees' MicroLED skills.

These seminars are built specifically according to the customer's needs and requests and take place online. Employees from around the world can join the meeting to learn, ask questions and discuss issues which are relevant to their interests. Such seminars have already had great success among past customers. Here's what a recent company, a world-leading materials and components manufacturer, had to say about the service:

"We recently had the pleasure of engaging with MicroLED-info for a professional training session on MicroLED technology. Their private seminar was not only detailed and knowledgeable but also incredibly insightful, providing us with a comprehensive overview of the technology and its marketplace. The depth of information extended to the supply chain, enabling our team to swiftly grasp the critical aspects necessary for strategic decision-making.

Aixtron reports strong results for its recent quarter, with both revenues and profit significantly higher than last year, driven by strong demand for SiC production systems for power electronics.

Aixtron reports revenues of 19.6 million Euro (up from 6.9 million last year) for LED and microLED systems. There's a strong new momentum for microLED production systems, which accounted for 37% of the equipment order intake. This development was boosted by the continued development activities of Micro LED customers, who are continuing to invest in development and pilot lines for the commercialization of Micro LED technology.

We are happy to announce a new edition of our MicroLED Transfer Process Market Report, with all the latest information, new technologies and companies, and more. MicroLEDs are advancing quickly and the transfer process remains one of the key challenges. This report includes all the latest updates, including Apple's project cancellation (and its implications) and a new section on recent transfer related research activities.

Reading this report, you'll learn all about:

• All known microLED transfer processes
• The current industry and market status
• Advantages and disadvantages of transfer technologies
• Future technologies and roadmaps

The report package also provides:

• An introduction to microLED production processes
• Over 25 presentations, brochures and technical papers
• MicroLED chip-level market estimates and forecasts
• Free updates for a year

This microLED display transfer process report provides a comprehensive look into current and future LED transfer technologies processes used for the production of microLED displays. The report covers everything you need to know about the current status of the industry.

Today we published a new edition of our Transparent MicroLED and OLED Market Report, with all the latest information and updates from this interesting upcoming industry and market, including the many new prototypes and displays recently unveiled by microLED developers.

Reading this report, you'll learn all about:

• Transparent OLED and MicroLED properties and advantages
• The transparent OLED and MicroLED industry
• What kind of transparent OLEDs are currently on the market
• The transparent OLED lighting market

The report package also provides:

• Transparent OLED display product listing
• A guide into buying transparent OLEDs
• The main challenges towards transparent displays
• Free updates for a year

This transparent displays market report provides a great introduction to transparent OLED and MicroLED technologies and covers everything you need to know about the market and industry now and in the future. This is a great guide for anyone who's thinking about adopting transparent displays in their products or that wants to understand this industry and market throughout.

A few days ago, Apple decided to cancel its microLED project with ams-Osram, a development that took the display industry by surprise (or at least parts of the industry). MicroLED developers are now looking to understand how Apple's decision will shape the industry, and a couple of days ago two China-based developers, Tianma Microelectronics and Konka, said that they are continuing their own microLED developments projects, as the companies are still optimistic about the future of microLEDs.

Konka has vertically integrated its supply chain and is producing its own microLED chips using Aixtron's MOCVD systems. Back in 2019, Konka announced it is building a $365 million micro-LED R&D center in Chongqing, as the company believes that Micro-LED will become the leading technology for ultra-high quality consumer TVs. Earlier that year, Konka launched tiled large micro-LED displays called APHAEA brand. Konka demonstrated several possible configurations - including 118" 4K and 236" 8K. The price of a 118" 4K display was around $240,000 while the 236" 8K TV had a price tag of $1.25 million. Click here for more information on Konka's APHAEA micro-LED TVs. 

A few days ago, Apple decided to cancel its microLED project with ams-Osram, a development that took the display industry by surprise. It certainly surprised ams-Osram, which announced it will have to re-assess its microLED strategy and incur $650-900 million in impairment charges. It is currently unclear whether Apple's decision was to completely abandon microLED technologies, or if it still in the microLED race, perhaps with different technologies and suppliers. It is likely that Apple does not have any immediate plans to introduce microLED displays, though. In this article, we'll try to analyze the reasons which led to Apple's decision and the probable implications for the microLED industry. 

Summary:

• Apple cancels its microLED project with ams-Osram
• We estimate that the main reasons are Apple's technology choice and strategy
• MicroLED production will require next-gen technologies to succeed
• MicroLEDs still pose the best route for the future display technology, but companies will need to realign their strategies

Apple worked on microLED R&D since 2014, with a first target of producing microLED smart watch displays to replace the currently-used AMOLED displays. The Company had several partners, and decided to handle some of the process in-house. It seems as if even after almost 10 years of development and intensive R&D (estimates of Apple's total investment in microLED technology so far range between $1-3 billion USD), the technology was not ready for mass production - at least not at a price that Apple can accept.