New Advances in Micro LED Strategies Among Major Corporations: The Next Market Battle Is About to Begin!

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06/13/2025

On 06/13/2025

In recent years, the Micro LED investment boom has shown no signs of slowing down. Industry giants such as Samsung, TCL, BOE HC Semitek, Leyard, Unilumin, Chdisplay, and AUO have all made new advancements.

Samsung to Launch AR Glasses

Last year, Samsung, following LG’s lead, announced a complete exit from the traditional LED business, redirecting its focus toward Micro LED and related technologies. According to Korean media reports, Samsung is accelerating development of its LED on Silicon (LEDoS) technology—a display platform that integrates micro LEDs directly onto silicon substrates, ideally suited for augmented reality (AR) glasses and similar devices. The company aims to commercialize this technology by 2027 and plans to release its second-generation AR glasses, positioning itself in fierce competition with Apple, Meta, and other tech leaders.

In addition to its AR glasses, Samsung has also introduced its The Wall series of Micro LED products, ranging from 76 to 140 inches, targeting the ultra-high-end market segment.

TCL Technology: Chip-on-Glass Pilot Line Completed

On May 6, TCL Technology announced via its investor relations platform that its subsidiary, Chipon Display, has completed construction of a pilot production line. TCL CSOT now possesses single-color Micro LED display capabilities on silicon substrates and is progressing toward mass production. The company is also intensifying R&D efforts on full-color technologies and collaborating with clients on AR glasses applications.

BOE HC Semitek: New Product Delivery from Micro LED Fab

On March 19, BOE HC Semitek’s Micro LED fab officially delivered two new product lines—COW and MPD. The newly delivered COW/COC product 1530 features a die size of 15±1.5μm × 30±1.5μm, on a 6-inch wafer, achieving an impressive 99.99% yield rate. The product offers enhanced brightness, high luminous efficiency, and uniform epitaxy. Applications include wearable electronics, large indoor displays, AR/VR, and automotive displays.

The MPD products 0303 & 0202 offer greatly improved display performance and usability, emerging as top-tier solutions for fine-pitch displays. These modules support ultra-high black level ratios, optimal white balance viewing angles, and a 2/3 increase in die bonding efficiency. They are mainly applied in semi-outdoor and indoor display environments.

BOE HC Semitek’s Micro LED project represents the world’s first 6-inch mass-production line. It is designed to manufacture Micro LED wafers and pixel devices for both ultra-large and ultra-small high-definition displays. Upon full operation, the facility will have an annual capacity of 24,000 6-inch Micro LED wafers and 45,000kk (45 billion) Micro LED pixel units.

Leyard: Launches AR Glasses Based on Monochrome Micro LED Light Engine

On May 6, Leyard (Stock Code: 300296) revealed on its investor platform that, in collaboration with Saphlux, it has developed an AR glasses product using a monochrome Micro LED light engine. The product is co-developed and jointly brought to market via equity partnership. It is currently undergoing internal beta testing; the launch date and method are yet to be confirmed.

Unilumin: Plans to Build Micro and Mini LED Manufacturing Base in Nanchang

According to Unilumin’s financial report, the company plans to invest up to RMB 600 million in Nanchang City to build a manufacturing base for Micro and Mini LED displays and lighting. The project includes COB packaging lines, chip-level MiP (Micro LED in Package) lines, and LED lighting lines. The products will serve a broad range of Mini/Micro LED display and lighting applications.

Chdisplay: Launches World’s First Mass-Produced 135-Inch P0.7 TFT-Based Micro LED Display

At the recent InfoComm 2025 exhibition, Chdisplay unveiled the world’s first mass-produced 135-inch P0.7 TFT-based Micro LED video wall. The product features near-seamless design, eye-friendly performance, high system reliability, and ultra-low power consumption, redefining industry standards.

Chdisplay also showcased several cutting-edge innovations, including:

The world’s thinnest P0.7 Micro LED ultra-thin display
The first 88-inch P0.5 Micro LED high-end consumer display
The first P0.5 Micro LED transparent screen

AUO: Micro LED Transparent Displays with Broad Application Scenarios

At Touch Taiwan this year, AUO unveiled a 127-inch TV made from multiple seamlessly joined 42-inch Micro LED display modules, co-developed with brand clients. They also launched the world’s first 17.3-inch dual-sided transparent Micro LED display, capable of projecting different content on both sides of the screen, enabling a novel “transparent” interactive experience. Potential use cases include first-class airline cabin partitions, commercial signage, interior décor, and retail showrooms.

Chairman Paul Peng stated that Micro LED will continue growing year-over-year and is expected to maintain the trend of halving costs every two years. By 2029, Micro LED could be competitive with some OLED products.

Beyond the companies mentioned, many other industry players have also announced new technologies, filed patents, or launched investment initiatives—but will not be listed here exhaustively.

The Next Market Battle Begins

Thanks to advantages such as high brightness, excellent contrast, infinite scalability, and superior visual performance, Micro LED is poised to replace much of the market currently held by LCD, OLED, and projectors. It is widely regarded as the ultimate display technology. Once maturity and consumer affordability are achieved, Micro LED will usher the LED industry into a new era—transitioning from a tens-of-billions market into a hundred-billion-dollar opportunity.

This is precisely why numerous traditional LED companies and cross-industry players are racing to establish their Micro LED positions.

In this field, China holds a significant lead and is expected to drive global growth. However, South Korea and Taiwan have also stepped up their efforts. In May 2024, the South Korean government announced an investment of 484 billion KRW (approximately RMB 2.56 billion) over the next eight years to build a robust Micro LED ecosystem, aiming to create an “ultra-gap” advantage similar to its past OLED success. Recently, the government allocated nearly RMB 200 million to reward Micro LED and other R&D achievements.

Taiwanese media have acknowledged breakthroughs made by China’s major LED players such as BOE HC Semitek and Hisense in advanced Micro LED and RGB Mini LED technologies, posing strong challenges to Taiwan’s Micro LED sector. The rapid advancement of mainland enterprises may accelerate the industry into a “red ocean” of competition, with inevitable future price wars.

Currently, due to cost and market acceptance limitations, most Micro LED products are still targeted at niche applications such as AR glasses, commercial displays, TVs, and automotive displays. However, it’s widely believed that as costs continue to fall over time, Micro LED commercialization will accelerate.

Already, some revenue gains have been achieved in China. According to Leyard’s 2024 financial report, Micro LED sales exceeded RMB 800 million, with new orders totaling over RMB 1.1 billion—up 75% year-over-year. Unilumin also reported substantial growth in its Mini/Micro LED business, with COB and MiP products accounting for 13–15% of display revenue—a figure expected to reach 25–30% in 2025. Meanwhile, Leyard’s COB international display business revenue grew by 47.9% year-over-year in 2024.

Conclusion

After years of steady development, the commercial map of Micro LED is beginning to take shape. The race to capture market share is imminent. Companies are now ramping up efforts to seize the lead. Whether a few dominant players will eventually emerge remains to be seen.

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