Cost is the biggest challenge, but Apple and Samsung are carving paths toward the consumer.
“The display industry is currently favorable to microLED: China won the LCD war, the industry is turning its focus to technologies that deliver differentiation and high margins.” states Eric Virey, Ph.D., Principal Analyst, Technology & Market, Displays at Yole Développement (Yole). He adds: “Helped by a COVID-driven demand boost, it has swung back to profit and is generating cash to fund new technologies. While the LCD business model needs high-volume commodity products to absorb huge fab costs and make money on premium products, microLED could see CapEx-light operations focused on serving premium markets”.
In this context, Yole provides in-depth investigations of disruptive display technologies and related markets to identify the latest innovations and business opportunities.
Therefore, Yole launched the MicroLED Displays – Intellectual Property Landscape and Analysis 2021 report at the beginning of 2021. The report details deep insights into the status of microLED display technologies, identifying emerging technologies and trends for each technology node.
In addition, released today, the MicroLED Displays Market, Industry and Technology Trends 2021 report presents market trends and forecasts, supply chain developments, technology trends, technical insights and analyses, take-aways and outlook, and an in-depth understanding of the ecosystem and strategies of the leading players.
What is the status of microLED technology? What are the recent developments? What are the remaining pinch points? Which applications could microLED displays address and when? Who are the suppliers to watch, and what innovative technologies are they working on?
Yole presents today its vision of the microLED display industry.
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