A few days ago, AUO announced that it has finalized the development of its wearable microLED display, and the company is now launching the 1.39" round smartwatch display commercially, with mass production expected in the second half of 2023.

Yesterday AUO announced that it plans to convert its LCD 5A fab in Taiwan's Longtan District into a microLED production line. The new line will begin microLED production in 2025 or 2026, targeting wearable displays, automotive displays, TVs and signage displays. 

AU Optronics released some very interesting information as the company gets ready to showcase its latest microLED displays and technologies at Touch Taiwan 2023.

So first of all, AUO announced that it has finalized the development of its wearable microLED display, and the company is now launching the 1.39" round smartwatch display commercially. AUO demonstrated the wearable microLED display back in 2021 - a 1.39-inch 472x472 full-circle panel, that was developed together with PlayNitride. It's not clear when AUO actually plans to start selling this display to its customers, and what will be its production capacity.

Driver IC developer Solomon Systech launched what it says is the world's first PM-MicroLED display driver, the SSD2363. Solomon Systech targets applications such as wearables, home appliances and industrial applications.

The SSD2363 supports a range of resolutions up to 256x256, full-color, with 768 segments and 256 common output, SPI and MIPI interface and sizes up to 3-inches. The company is now sampling the new driver.

AU Optronics revealed that the company plans to start mass producing microLED displays for wearable applications by the end of 2023. The company developed its own mass transfer technology that it says makes it possible to produce displays commercially. The company also plans to use microLED display technology to produce automotive displays, and TVs, later on.

AUO demonstrated a wearable microLED display back in 2021 - a a 1.39-inch 472x472 (338 PPI) full-circle panel, that was developed together with PlayNitride.

The MicroLED Industry Association published today its first white paper, an application note that discusses the feasibility of microLED wearable displays soon, focusing on an LED cost analysis to see if such a display actually makes sense for smartwatch makers by 2024.

The white paper can be downloaded over at the MicroLED Association's website.

Apple's involvement in the microLED display market is not a secret, and rumors over the years suggested that the company's first microLED display will be adopted in a smartwatch project.A couple of weeks ago we heard estimates that Apple is working to produce a 2.1" microLED display, to be adopted in the next Watch Ultra device, due in late 2023 or (more likely in 2024).
 

DSCC's Ross Young gives an update today, saying that according to his information, LG Display is building a small production line that will make microLED backplanes for Apple. The line will begin operation in the second half of 2024, which means that the watch device itself will be released in 2025. This timeline makes more sense than an early launch in 2023.

ETNews says that Samsung Display has launched a new project to develop microLED displays for smart watch applications. The company setup a new development team, with a goal to commercialize this technology and move it beyond its current R&D stage.

Samsung's plan, it seems, is to complete the development by the end of 2023, and then look into mass production, aiming to supply such displays to Tier-1 wearable makers such as Apple and Samsung Electronics.

There are some new rumors (or analyst estimates, really) that Apple is working to adopt a microLED display in its next Watch Ultra smartwatch, to replace the currently-used OLED display. The new display, according to what we hear, will have a 2.1" display. Apple aims, it seems to release its first microLED display powered device in 2024, or even possibly 2023.

The current (Gen-1) Watch Ultra has an advanced 1.92" (49 mm) 2000 nits 502 x 410 pixels LTPO AMOLED display.

DSSC says that microLED display revenues will grow from around $40 million in 2023 to over $1.3 billion in 2027. While this is fast growth, it means that DSCC does not believe microLED will penetrate large display markets at least until 2028, and indeed the analysts say that lowering production costs will be necessary before microLEDs can become competitive against OLEDs and LCDs.

DSSC sees microLED microdisplay, produced using a monolithic process, taking up about 25% of the microLED display market. The largest segment for microdisplays will be smartwatches or wearable displays - as the low pixel size (relative to other display segments, at least) means that microLED technologies is relatively mature for that segment.

We're happy to interview ASMPT, as part of our new series of interviews with MicroLED Industry Association members. ASMPT (formerly ASM Pacific Technology Ltd.) was founded in 1975 and is a leading global supplier of hardware and software solutions for the manufacture of semiconductors and electronics. 

Q: Hello! Can you introduce your company and technology?

We are a leading global supplier of hardware and software solutions for the manufacture of semiconductors and electronics. ASMPT is the only company in the world that offers high-quality solutions for all major steps in the electronics manufacturing process: from equipment to multi-factory-level automation concepts for smart manufacturing. From carrier for chip interconnection, to chip assembly and packaging, to Surface Mount Technology (SMT), ASMPT’s offerings encompass wafer deposition and laser grooving, to the various solutions that shape, assemble and package delicate electronic and optical components into a vast range of end-user devices; these include electronics, mobile communications, computing, automotive, industrial, LED & displays.

We have participated in Mini and Micro LED development since 2016. Our core technologies in Micro LED, mass transfer and mass bonding for Micro LED, have been well developed and successfully performing in customer sites worldwide.