In 2025, Micro LED technology continues to thrive, building upon the advancements made in 2024. With an increasing number of applications in devices such as AR glasses, the market prospects for Micro LED are becoming increasingly expansive.
On investor interaction platforms, Micro LED technology has attracted widespread attention, with companies such as BOE HC SemiTek, Nationstar, Leyard, and TIANMA revealing their progress in this field.
I. BOE HC SemiTek: Micro LED Wafer Manufacturing and Packaging Testing Base Progressing Smoothly
On January 14, BOE HC SemiTek disclosed through their investor relations activity record that the Micro LED wafer manufacturing and packaging testing base project is an important platform for the company’s new display technology layout. The project is progressing according to plan, with products successfully lit up in October 2024 and mass production commencing in November.
Regarding AI glasses applications, BOE HC SemiTek emphasized that AI glasses are an application area for Micro LED chips in small-sized displays. The company has already made significant technological investments in this field and provides chip solutions for AI glasses development to downstream clients, facilitating product implementation and contributing to the market maturity of AI glasses.
Although the promising market potential for Micro LED is becoming evident, uncertainties related to the technical route, production costs, and market terminal applications have delayed the widespread market entry of Micro LED technology. The company offers various chip solutions from the manufacturing side to the application side, driving the development of the Micro LED industry.
II. Nationstar: Micro LED Light Source for Digital Headlights with Ten Thousand Pixels Under Verification
On January 13, Nationstar revealed on an investor interaction platform that their Micro LED light source for digital headlights with ten thousand pixels is currently under verification.
The product integrates micron-scale blue LED chip arrays onto CMOS control circuits using bonding technology, enabling independent control of individual pixels in the Micro LED array. With more than 40,000 LED light units and a pixel pitch of 40 microns, the product delivers high-resolution image displays.
Currently, Nationstar has a well-developed LED automotive product plan, including applications such as interior instrument indicators, button backlighting, ambient lights, and exterior turn signals, brake lights, daytime running lights, and tail lights. These products all meet the ACE-Q102 standard.
III. Leyard: Future Investment in mLED Full-Color Micro Display Screens for AR/AI Glasses
Recently, Leyard announced on their investor interaction platform that the company, in collaboration with partner SafiLuce, successfully developed an AR/AI glasses prototype based on monochrome (green) mLED micro-display screens. Moving forward, the two companies will continue to invest in developing mLED full-color micro-display screens for AR/AI glasses, enhancing user experience with more diverse and convenient options, while also optimizing product costs and accelerating mass production.
Leyard has made significant strides in the Micro LED field. On November 20, 2024, the company officially launched the first phase of their self-developed MIP production line at the Wuxi Lijing Factory, with a monthly production capacity of 1.2 million units, expected to expand to 2.4 million units per month. Additionally, Leyard lit up the world’s first Micro LED cinema screen in Shijiazhuang at the end of last year.
IV. TIANMA: Full-Process Connectivity Achieved in Micro LED Production Line
On January 13, TIANMA disclosed on their investor interaction platform that their Micro LED production line was successfully lit up in June 2024, with full-process connectivity achieved in December.
Currently, TIANMA‘s Micro LED business focuses on automotive display and splicing display applications. The company is also exploring applications in large-sized screens, consumer displays, wearable displays, and professional displays. Innovation projects have already been launched with leading automotive companies, PID terminal manufacturers, and consumer brand customers. Moreover, the company has jointly launched its first product with a partner in the PID field.
At the recent CES 2025, TIANMA showcased several Micro LED products. Among them, a 27-inch seamless splicing Micro LED display screen featuring a GOA backplane driving design, 3D integrated film forming side wiring process, and full laser mass transfer technology was highlighted. With a pixel pitch of P0.6mm, a contrast ratio of 1,000,000:1, and a peak brightness of >1500 nits, this product sets a new standard in the industry.
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