Yole: microLED shipments to reach over 125 million panels by 2027

Market analysts at Yole Developpement say that microLED shipments will reach over 125 million panels by 2027. In their aggressive scenario, shipments will reach almost 450 million.

MicroLED panel shipments forecast (2021-2027, Yole)

Yole says that microLED technologies are advancing rapidly - and on all fronts, but there are still many challenges to overcome before mass production arrives. MicroLED makes a strong case for the AR, smartwatch and automotive market. For the smartphones and TV markets it is less clear whether MicroLEDs could succeed.

AU Optronics sees Micro-LED displays entering the market in the next 1-2 years

AU Optronics president, Paul Peng, says that he expects Micro-LED displays to enter the market within 1-2 years. The first displays will be large-area signage and small-sized VR displays. Micro-LEDs for the automotive market will take longer to commercialize - around 5 years.

AUO 12.1'' LTPS micro-LED prototype (August 2019)

AUO recently demonstrated a 12.1" LTPS micro-LED display prototype that features a resolution of 1920x720 (169 PPI). AUO discloses that this display was produced using the company's self-developed transfer process that can move 50,000 - 60,000 LEDs per transfer (AUO did not detail the time it takes to perform a single transfer, though). AUO is now developing repair technology to take care of damaged LEDs.

Mojo Vision developed a 14,000 PPI Micro-LED microdisplay

AR developer Mojo Vision announced that it developed a 14k sub-pixel PPI (1.8µm sub-pixel pitch) Micro-LED microdisplay, to power its upcoming AR platform. The microdisplay is a monochrome green one, that the company says is the smallest display ever developed at 0.48 mm diameter.

Mojo Vision 14k PPI Micro-LED display prototype photo

This prototype, according to Mojo Vision, demonstrates the capability that MicroLEDs have to create more seamless AR experiences. The company did not say how close it is to commercialize the display, but did say that it will release more details on its MicroLED displays and technology development at a "future date".

Plessey signs a long-term Micro-LED display supply agreement with Vuzix

In June 2018, UK-based GaN-on-Si MicroLED developer Plessey Semiconductor and AR developer Vuzix announced a partnership to develop advanced Micro-LED display engines for Vuzix waveguide optics to enable next generation AR Smart Glasses by 2019. Today Plessey announced it has entered into a long-term micro-LED supply agreement with Vuzix.

The new agreement will support the development and production of next-generation AR products that utilize Plessey's micro-LED light source. Vuzix say that the agreement includes an exclusive display device design.

Fuji Chimera: micro-LEDs are not yet ready to take over the AR microdisplay market

Fuji Chimera Research Institute says that the global microdisplay market reached $161 million in 2018, led by LCoS panels (59.7%) and OLED panels (27.8%).

VueReal micro-led microdisplay prototype photo

While some analysts expect Micro-LED to take over the AR microdisplay market, Fuji Chimera says that the technology is not mature enough and there are some technology challenges to overcome still - including those in epitaxial wafer process, mass transfer, defect detection and current drive.

We talk Micro-LED technology and market with Yole Développement

Market research firm Yole Développement has been following the Micro-LED market for some years with some very interesting insights and forecasts.

Zine Bouhamri photo (Yole)

Yole's technology & market analyst Zine Bouhamri was kind enough to discuss Yole's Micro-LED views with us. Mr. Zine is is a member of the Photonics, Sensing & Display division at Yole and he's deeply involved in the business development of the Displays unit activities.

n-Tech sees a very bright future for Micro-LED displays, starting in 2019

n-tech Research says that the Micro-LED market will emerge in 2019, with sales reaching $2.7 billion. The market will grow very quickly to reach over $70 billion in 2027.

MicroLED display market forecast (2018-2027, n-Tech)

n-Tech says that the immediate markets for Micro-LED displays will be near-eye displays (AR/VR), automotive HUDs and projectors - as these will benefit mostly from the small size, low weight, high brightness and high resolution of Micro-LED displays. Wearables (smartwatches) is another lucrative market (n-Tech sees $1.6 billion in smartwatch Micro-LED display sales in 2022).

Yole: LCoS, DLP and MicroLED displays to dominate the AR market

Yole Developpement says that there are still several challenges to solve before AR systems that are good enough for mass usage are developed. Yole sees the market finally emerging in 2022 or 2023.

AR display forecasts (2018-2027, Yole Developpement)

Yole sees three display technologies dominating this market - DLP, LCoS and MicroLED displays. OLEDs are very promising for this market as of today, but by the time AR systems are mass produced (2022/2023) MicroLED displays will prove better than OLEDs.