2025-09-09

[Insight] Smartwatches Drive Micro LED Adoption, Market to Surpass US$461 Million by 2029, Says TrendForce

Micro LED penetration in consumer electronics is accelerating. Following Samsung’s launch of its 140-inch Micro LED TV in 2023, Garmin is set to introduce the Fenix 8 Pro smartwatch with Micro LED in 2025, alongside Sony Honda’s planned 30-inch automotive display in its Afeela model at the end of the same year. These milestone products mark Micro LED’s entry into key application segments. TrendForce believes their rollout will gradually boost the Micro LED chip market revenue, which is projected to reach US$461 million by 2029. The hig...
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2025-09-09

[News] CarUX Exhibits at IAA Mobility Munich 2025

CarUX, a leading designer and manufacturer of smart cockpit vision solutions, trusted by major OEMs for over 20years, is exhibiting their solutions at IAA Mobility 2025. As an established Tier 1 partner, CarUX specializes in enhancing the in-car user experience and offer this through best in class displays, seamless integration and effective input methods. With the rise of autonomous driving, the demand for innovative in-cabin experiences is growing. CarUX is here to help shape the future of mobility with robust cockpit solutions. Commit to integrity CarUX is an au...
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2025-09-09

[News] Microsoft’s Analog Optical Computer Cracks Two Practical Problems and Shows AI Promise

A small Microsoft Research team had lofty goals when it set out four years ago to create an analog optical computer that would use light as a medium for solving complex problems. From the beginning, they wanted to build it using commercially available parts – micro-LED lights, optical lenses and sensors from smartphone cameras – so that it would be affordable, and later, possible to manufacture with existing supply chains. Further, they envisioned a device that could be 100 times faster and 100 times more energy efficient in solving certain problems, as well as dura...
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2025-09-08

[News] Mojo Vision Closes Series B Prime Funding Round With $75M to Expand AI Applications of its High-Performance Micro-LED Platform

Mojo Vision, the high-performance micro-LED platform company, today announced the close of its $75 million Series B Prime investment round to support the commercialization of its powerful and flexible micro-LED platform. The round was led by Vanedge Capital, with significant investments made by current shareholders, including Edge Venture Capital, New Enterprise Associates (NEA), Fusion Fund, Knollwood Capital, Dolby Family Ventures, and Khosla Ventures, and new shareholders, including imec.xpand, Keymaker, Ohio Innovation Fund, and Hyperlink Ventures. ...
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2025-09-05

[News] Rokid AR Spatial Wins ZONA SARPI Design Award at Milan Design Week 2025, Bridging Aesthetics and Practical AR Innovation

At this year’s Milan Design Week, one award stood out not just for celebrating aesthetic excellence but for highlighting the practical future of wearable technology in creative industries. Rokid AR Spatial, the latest AR glasses set from Chinese tech pioneer Rokid, received the MILANO DESIGN WEEK ZONA SARPI AWARD for AR Technological Aesthetic Design, honoring its refined balance of fashion, functionality, and user-centered design. Presented annually as part of the Zona Sarpi cultural initiative during Milan Design Week, the Zona...
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2025-09-05

[News] Rokid Glasses are lightweight AR smart glasses with Micro-LED displays and a $499 price tag

Rokid's new AR smart glasses feature Micro-LED displays, real-time translation, and an integrated camera. The glasses also have AI features and a battery life of up to 8 hours. Nearly a year after its debut in China, Rokid has decided to bring its AR smart glasses, the Rokid Glasses, to global markets. Touted as the world's lightest camera-equipped smart glasses, Rokid says the Rokid Glasses are designed for both consumer and professional use. The Rokid Glasses boast features such as real-time translation of up to 89 languages. The glasses will displa...
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2025-09-05

[News] Mojo Vision Closes Series B Prime Funding Round With $75M to Expand AI Applications of its High-Performance Micro-LED Platform

Mojo Vision, the high-performance micro-LED platform company, today announced the close of its $75 million Series B Prime investment round to support the commercialization of its powerful and flexible micro-LED platform. The round was led by Vanedge Capital, with significant investments made by current shareholders, including Edge Venture Capital, New Enterprise Associates (NEA), Fusion Fund, Knollwood Capital, Dolby Family Ventures, and Khosla Ventures, and new shareholders, including imec.xpand, Keymaker, Ohio Innovation Fund, and Hyperlink Ventures. ...
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2025-09-04

[News] AUO and Garmin Launch First Micro LED Smartwatch

AUO, a global leader in next-generation display technologies, has teamed up with Garmin, a leading global provider of smartwatches and GPS-enabled technology across diverse markets, to launch the Garmin fēnix 8 Pro MicroLED—the world’s first smartwatch equipped with Micro LED display technology. This 1.4-inch display features an ultra-high pixel density of 326 PPI, delivering exceptional brightness, high dynamic contrast, and vivid color saturation for an unparalleled visual experience. By integrating Micro LED technology, AUO and Garmin are rede...
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2025-08-25

【Exclusive Interview】SAPIEN Semiconductors’ Comprehensive Solution from Micro LED Large-sized Display to Near-eye Display Devices

SAPIEN Semiconductors is committed to closely collaborating with key customers in the global Micro LED display industry to deliver innovative solutions. In addition, the company successfully went public on the KOSDAQ in 2024, generating revenue of KRW 7.99 billion, a 149% increase year-over-year. The company has also established an office in Silicon Valley to better serve its customers, including major tech giants in the US. TrendForce is very pleased to conduct a phone interview with Myunghee Lee (CEO) and Ethan Jin (CSO) of SAPIEN Semiconductors...
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2025-08-22

[News] Haylo Labs Acquires Plessey Semiconductors to Supercharge UK’s Role in the Future of AR/VR and Optical Computing

Haylo Labs has acquired Plessey Semiconductors, the UK’s leading innovator in microLED display technology. Haylo Labs has committed to investing over £100 million in the UK over the next five years to scale Plessey’s manufacturing capacity and grow the highly skilled workforce in Plymouth and beyond. The acquisition strengthens the UK’s position as a global leader in immersive computing and next-generation technology. The international microLED market is forecast to grow from £2.7 billion ($3.7 billion) in 2024 to over £592 b...
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2025-08-22

[News] Foxconn: AR Glasses Could Enter Mass Production as Early as Next Year

Chiang Chih-Hsiung, General Manager of Foxconn’s Business Group B and Digital Health Division, recently stated that the company’s AR (Augmented Reality) glasses are aimed at the consumer market and could enter mass production as early as next year, though the schedule has not yet been finalized. He noted that Foxconn will adopt a phased approach, gradually entering the next-generation human–machine interface (HMI) market with the ambition of becoming a leader in future interaction platforms. Foxconn believes that AR glasses—integrating near-...
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2025-08-19

[News] GoerTek to Invest USD 100M in Micro LED Company Plessey

On August 9, GoerTek Inc. announced that, in order to promote the maturity of Micro LED–related technologies and products and to support the future development of its AI smart glasses and AR (augmented reality) business, its controlling subsidiary, GoerTek (Hong Kong) Co., Ltd., plans to provide a five-year interest-bearing loan with equity return rights of up to USD 100 million to UK-based Haylo using its own funds. Haylo will use the loan to acquire 100% equity of Plessey Semiconductors Limited (“Plessey”) and to inject additional capit...
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2025-08-18

[News] LG Electronics Reportedly Develops 130-Inch MicroLED Signage Using LTPS TFT Glass

Following rival Samsung, which has long sold LTPS TFT-based MicroLED signage, LG Electronics is now developing a 130-inch MicroLED product using LTPS TFT glass instead of a traditional PCB, as revealed by TheElec. Notably, while Samsung sources its LTPS TFT panels from Taiwan’s AUO, LG’s earlier MicroLED signage relied solely on PCB, leaving little room for collaboration with LG Display, according to the report. As SamMobile previously reported, Samsung aimed to make MicroLED TVs more affordable by replac...
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2025-08-06

[News] Continued Order Momentum from Optoelectronics in Q2

AIXTRON SE reported revenues of EUR 137.4 million for the second quarter and EUR 249.9 million for the first half of the year (H1/2024: EUR 250.1 million). This places the company well at the upper end of its Q2 guidance range of EUR 120 million to EUR 140 million, reflecting a strong performance in a generally soft market environment. Demand in the optoelectronics segment continues to gain momentum, fueled by increasing requirements for datacom lasers particularly for AI data centers. The G10 product series remains a key driver of success: The G10-AsP ...
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2025-08-05

[News] CLEDIA Project Concludes: Artificial Intelligence and MicroLED, an Innovative Collaboration for the Optoelectronics of Tomorrow

The CLEDIA project, co-financed by the Auvergne-Rhône-Alpes A group of logos with different names AI-generated content may be incorrect. Region and Bpifrance has just been completed after three years of collaborative innovation between Pollen, Aledia and the laboratories at the University of Clermont Auvergne (LIMOS and LMBP). This ambitious project aimed to improve the efficiency of Aledia's microLEDs through the integration of artificial intelligence dedicated to the optimization of epitaxy processes. Led by Pollen, a company specializ...
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2025-08-04

[News] AUO Corporation Reports Second Quarter 2025 Financial Results

AUO Corporation today held its investor conference and announced its consolidated financial results for the second quarter of 2025(1). Consolidated revenues in the second quarter of 2025 were NT$69.24 billion, down by 4.0% quarter-over-quarter and down by 6.8% year-over-year. AUO’s net profit attributable to owners of the Company for the second quarter of 2025 was NT$1.95 billion, with a basic EPS(2) of NT$0.26. Highlights of consolidated results for the second quarter of 2025 Revenues of NT$69.24 billion Operating profit of NT$1.50 billion N...
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2025-07-22

[News] Saphlux Launches T3 Series Full-Color MLED Microdisplay to Power the Next-Gen AR Devices

Saphlux officially announced the launch of its new T3 Series 0.13-inch monolithic full-color MicroLED microdisplay today, a major step forward in enhancing content richness and information efficiency for next-generation augmented reality (AR) glasses. The T3-0.13" microdisplay leverages Saphlux’s proprietary NPQD® (Nanopore Quantum Dot) technology to achieve highly integrated RGB pixels on a single blue-light wafer via quantum dot color conversion. Featuring high luminous efficiency, compact size, and superior reliability, the T3 display is designed ...
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2025-07-18

[News] South Korean to Spend USD 350M on Next-Gen iLED Display Tech

As per Yonhap, on July 15, South Korea’s Ministry of Trade, Industry and Energy announced a plan to invest 484 billion KRW (approximately USD 350 million) by 2032 to develop iLED (Inorganic Light-Emitting Diode) display technology, which includes Micro LED, QD LED, and nano LED. The South Korean government stated that while the country currently holds a leading position in the OLED market, it still lags behind in the iLED sector, with LED epi-wafers, chips, and materials heavily reliant on imports. This investment aims to cultivate ...
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2025-06-24

[News] XDC Demonstrates Breakthrough High-Speed Display for Free-Space Optical Wireless Communication

World’s fastest display enables low-power, high-bandwidth server-to-server communication — unlocking new connectivity in AI-driven data centers X Display Company (XDC), a leader in advanced display technologies, has unveiled a groundbreaking high-speed display with a data rate of a million frames per second — to the best of our knowledge this is the fastest display reported to date. This breakthrough lays the foundation for next-generation free-space optical wireless communication systems, capable of accelerating connectivity in AI data centers and enabling clu...
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2025-06-24

[News] Smartkem Expands Extensive IP Portfolio with New MicroLED Display Manufacturing Patent

Smartkem, which is seeking to change the world of electronics with a new class of transistor technology, today announced that it has received a UK patent for a new method for MicroLED display manufacturing, adding to its extensive IP portfolio. The new patent covers the patterning of an organic thin-film transistor (OTFT) backplane on top of, and selective removal of MicroLEDs from, a source wafer. Smartkem Chairman and CEO, Ian Jenks, comments, "Smartkem has a robust IP portfolio with 140 granted patents across 17 patent families, as well as 40 codified t...
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2025-06-10

[News] TSMC’s Foray into Micro LED: What Signal?

Recently, the global semiconductor giant TSMC announced a partnership with U.S. startup Avicena to jointly produce Micro LED-based optical interconnect products. The goal is to replace traditional electrical connections with advanced optical communication technologies, providing low-cost, high-efficiency data transmission solutions to meet the surging communication demands of graphics processing unit (GPU). This move has drawn significant attention from the industry, sending two clear signals: First, it reflects a growing trend where Micro LED technology is gra...
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2025-06-05

[News] AUO follows Samsung, Sony Honda in Micro LED adoption

Taiwan's display technology giant AUO Corporation unveiled an ambitious strategic pivot away from its conventional panel manufacturing roots on Wednesday (May 28), with a laser focus on restoring profitability and resuming shareholder dividends. During a corporate strategy announcement, Chairman Paul S.L. Peng emphasized the critical timing of this transformation, citing mounting financial pressures that have squeezed the once-dominant display maker. The company's financial struggles have become increasingly apparent, with Peng acknowledging that AUO has failed t...
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2025-06-05

[News] VueReal and ACA TMetrix Partner to Expand Access to Breakthrough MicroLED Technology in Canada

VueReal, the pioneer in MicroSolid Printing™ technology, today announced a strategic distribution partnership with ACA TMetrix, a premier Canadian distributor of high-tech test and measurement solutions. Through this collaboration, VueReal’s Reference Design Kits (RDKs) and microLED evaluation platforms will be exclusively distributed by ACA TMetrix across Canada, empowering engineering teams to accelerate the adoption of next-generation display technologies in key markets such as automotive, defense, and consumer electronics. At the core of th...
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2025-05-29

[Insight] Micro LED Expands Beyond Displays, Unlocking New Opportunities in Transparent and Non-Display Applications

TrendForce’s latest report, “2025 Micro LED Display and Non-Display Application Market Analysis”, reveals that the current development of Micro LED technology in the display sector focuses on two key challenges: optimizing manufacturing costs through design and production improvements, and identifying unique niche markets. TrendForce forecasts that the chip market value for Micro LED display applications will reach US$740 million by 2029, with a CAGR of 93% from 2024 to 2029. Cost improvements continue for large-sized displays Presentl...
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Munich, Germany – Valeo, a global leader in automotive lighting, and Ennostar, a global leader in optoelectronic solutions, are collaborating on smart automotive exterior displays. Their first collaborative product is showcased at IAA Mo... READ MORE

The all-new Mercedes-Benz GLC: the highlights For many years, the GLC has been the most popular model from Mercedes-Benz, repeatedly topping the charts as the brand’s bestseller, worldwide. As was the case once again in the first half of... READ MORE