MicroLED: will Apple and Samsung disrupt the industry?

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“For many companies, interest in microLEDs lies beyond just the ability to offer the latest display technology”. asserts Eric Virey, PhD, Principal Analyst, Technology & Market, Displays at Yole Développement (Yole).  “IP analyses indicate that Apple is planning to forgo TFT backplanes, instead opting for Si-CMOS microdrivers. The implications go far beyond a technological choice. Apple’s microLED supply chain would eliminate reliance on display makers such as Samsung or LG”.

Apple can source microdrivers and microLED chips from foundry partners and assemble those components in-house or with other partners to create unique displays. Although it currently has more pressing battles to fight, the same logic applies to Huawei, with the possible added benefits of a 100% domestic display supply chain that doesn’t rely on restricted US technology.

In this context, Yole investigates disruptive technologies and related markets in depth, in order to point out the latest innovations and underline the business opportunities.

Released today, the MicroLED Displays – Market, Industry and Technology Trends 2020 report provides a detailed update on the status of the microLED industry as of Q3-2020 and gives detailed analysis of the different microLED technologies.

Including market trends and forecasts, roadmaps, cost analysis, technology status and trends, supply chain, competitive landscape and key player profiles, this new report aims to understand the microLED ecosystem and industry.

What is the status of the microLED technologies? What are the progresses and What are the remaining pinch points? What are the best yield management and repair strategies? Who’s taking the lead? Which applications could microLED display address and when?

Yole presents today its vision of the microLED industry… More info.

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