MicroLED Display Technology and Market Outlook

Report Summary

마이크로LED 디스플레이 기술이 비약적으로 발전하며 상용화 초기 단계에 접어들었습니다. 그러나 Apple, 삼성, Facebook 등 기업들의 노력에도 불구하고 신뢰할 수 있는 공급망을 구축과 제조원가 절감이라는 과제가 여전히 남아있습니다. 본 리포트에서는 제조기술의 선택에 따라 달라지는 기술적 과제에 대하여 설명했습니다. 또한 디스플레이 산업의 경쟁 구도에 대한 DSCC의 분석을 바탕으로 2026년 시장 전망치를 담았습니다. 본 리포트는 LED 제조업체와 패널업체, 기술개발자, OEM 업체, 조립 업체, 엔드유저 등 마이크로LED 공급망 내 모든 업체들에게 추천 드립니다.

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With growing interest in microLEDs, DSCC is proud to announce a new report on MicroLED Display Technology and Market Outlook.

MicroLEDs have garnered a lot of interest because of the potential advantages over other flat-panel display technologies, most notably in high efficiency, high brightness, high color saturation, faster response rate, and longer lifetime. This unique combination of features would make MicroLED the superior display for many applications, ranging from super large TVs to microdisplays for use in AR/VR headsets. The ability to withstand harsh environmental conditions is also particularly attractive for the automotive industry.

MicroLEDs have generated a lot of hype, but also a lot of confusion amongst the mainstream media. This is because MicroLED displays can be manufactured in different ways, and each one will bring its own set of challenges and possible applications.

The report covers the two general manufacturing methods: monolithic or mass transfer. The monolithic approach is the preferred route to make microdisplays that are below 1-inch in diagonal and with a very high pixel density above 5,000 PPI. These miniature displays are very promising for AR/VR since they can achieve millions of nits in brightness without sacrificing contrast or compactness. However, obtaining a full color display has proven to be a challenge.

The mass transfer approach consists in moving a large number of individual microLEDs on the display substrate. This method can, in theory, produce displays of any size, including large TVs above 100-inch in diagonal. There are currently several mass transfer technologies under development.

Samsung has already started selling luxury MicroLED video walls to consumers. However, the LED chips on these displays are still larger than 100 μm, which is the commonly accepted size definition for a MicroLED. Future MicroLED TVs will be based on smaller LED chips, which will help reduce the total BoM of the display. However, shrinking the LED chips too much can have an impact on efficiency and affect the performance of the display.

The report covers all these issues in detail and shows the various solutions under development by the MicroLED industry. The report also includes market forecasts to 2026, segmented by applications.

  • MicroLED efficiency challenges
  • Mass transfer technologies
  • Yield and defect management strategies
  • Color conversion with quantum dots
  • Backplanes and driving schemes
  • Monolithic displays
  • Cost analysis (epiwafers, backplanes, QD color conversion, transfer costs)
  • Supply chain scenarios
  • Competitive landscape
  • Market forecasts to 2026 (shipments and revenues)
    • Samsung
    • Apple
    • Facebook
    • PlayNitride
    • AUO
    • Foxconn / Sharp
    • Ennostar
    • X Display
    • VueReal
    • Coherent
    • Kulicke & Soffa (K&S)
    • eLux
    • Nanosys
    • Aledia
    • Plessey
    • Jade Bird Display
    • CEA-Leti
    • and more


1. Introduction and Executive Summary p.5

  • What is a MicroLED?
  • Why are MicroLED Displays Attractive?
  • Overview of MicroLED Applications
  • MicroLED Manufacturing Routes
  • Current Status of MicroLED TVs
  • Monolithic MicroLED Displays for AR/VR
  • Market Forecast Summary

2. MicroLED Supply Chain p. 28

  • Samsung
  • Apple
  • Facebook (Meta)
  • Snap
  • Vuzix
  • Xiaomi
  • TCL
  • Konka
  • Sony
  • Ennostar
  • PlayNitride
  • AUO
  • Foxconn
  • Seoul Viosys
  • Nanosys
  • Aledia
  • Plessey

3. Epitaxy & Chip Manufacturing p.64

  • Epitaxy by MOCVD
  • 2D vs. 3D MicroLEDs (Nanowires)
  • Sapphire vs. Silicon Substrates
  • Chip Structure

4. MicroLED Efficiency p. 87

  • External Quantum Efficiency (EQE)
  • Why Efficiency is a Challenge
  • Improving MicroLED Performance
  • Comparison with OLED

5. Monolithic MicroLED Displays p.101

  • Monolithic MicroLED in AR/VR Applications
  • Monolithic Integration vs. Hybridization
  • Various Approaches to Hybridization
  • Sapphire vs. Silicon Wafers
  • Challenges with Colors
  • Collimation
  • Smart Contact Lenses
  • Active Matrix: CMOS Backplane
  • Passive Matrix Monolithic Displays

6. Mass Transfer Process p.114

  • Overview of Mass Transfer Processes
  • Stamp Based
  • Laser-Assisted
  • Fluidic Assembly
  • Continuous/Semi-continuous
  • Other Techniques
  • Key Players and Status

7. Yield and Defect Management p.134

  • Yield Management with Mass Transfer
  • Redundancy
  • Test and Repair
  • Defect Management and Compensation
  • Defects in Monolithic Displays

8. Color Conversion p.180

  • Quantum Dot Color Conversion (QDCC)
  • QD Color Conversion for MicroLEDs: Advantages & Challenges
  • Photolithography Vs Inkjet Printing : Advantages & Challenges
  • Key Optical Properties for QDCC: Blue Absorption, External Quantum Efficiency, Color Gamut
  • Performance of Nanosys’s High Absorption Core QDs
  • Secondary Color Filter
  • QDCC for MicroLEDs: Status and Demos
  • Phosphors

9. Display Driving and Backplane p.234

  • Challenges of Driving MicroLEDs
  • Passive Matrix
  • Active Matrix TFT Backplanes
  • Microdriver IC
  • Smart Pixels

10. Additional Functionality for MicroLED p.252

  • Transparent Display
  • Flexible Display
  • Embedded Sensors

11. MicroLED Cost Analysis p.262

  • Epiwafer Consumption
  • Backplane Cost
  • Mass Transfer Cost
  • Color Converter Cost
  • Cost Reduction Strategies
  • Conclusions

12. MicroLED Market Analysis and Forecasts p.278

  • Display Market Overview
  • Competitive Landscape for Display Technologies and MicroLED Application Roadmap
  • Shipment and Revenue Forecasts (2021 to 2026)

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