Currently, traditional LED displays are entering a mature phase, with fierce market competition and shrinking profit margins. Many companies are positioning Mini/Micro LED as their second growth curve. With advancements in Mini/Micro LED technology, its commercialization is accelerating. At major events like CES in the U.S. and ISE in Spain earlier this year, Mini/Micro LED technology garnered significant attention, with products such as makeup mirrors, AR glasses, smartwatches, monitors, TVs, and automotive displays on display, where COB and MIP have become the dominant packaging technologies.
I. Industry Forecast
i. Further Cost Reductions Leading to Faster Adoption of Mini/Micro LED in Commercial Displays, AR Glasses, Automotive Displays, and More
As the costs of COB, MIP, and other technologies continue to decrease, and with the application of pixel engines, Mini/Micro LED products are gradually entering the consumer electronics market, promising trillion-level market demand. From the products launched by various companies, we can expect that in the next few years, the fastest applications will be in Micro LED commercial displays, AR glasses, smartwatches, automotive displays, and makeup mirrors.
ii. More Companies Entering the Field to Accelerate Technological Breakthroughs
In 2025, we are witnessing an increasing number of new companies entering this field, which indicates that the entire industry will accelerate breakthroughs in technological bottlenecks and push for the commercialization of Mini/Micro LED products.
On one hand, the traditional display market is highly competitive with diminishing profit margins, pushing many companies to invest in the promising Mini/Micro LED sector for survival and growth. On the other hand, Micro LED technology is seen as the ultimate display technology with great potential for the future, attracting numerous cross-industry companies. It is expected that this trend will accelerate as Mini/Micro LED products become more widespread.
iii. Growing Collaborative Partnerships for Industry Advancements
Mini/Micro LED is a capital-intensive, technology-driven, and innovation-heavy sector. In recent years, several large enterprises have formed strong partnerships across the chip, packaging, equipment, and product sectors to gain a competitive edge in the market. These collaborations have proven to be effective, as they provide significant pricing advantages, enabling faster returns on investments in the sector. In 2025, it is anticipated that more innovations from collaborations between universities and enterprises will emerge, securing a larger market share.
iv. DeepSeek‘s Integration Promotes High-Quality Industry Development
Recently, companies like LEYARD, Unilumin, CVTE, and SiTan Tech have announced the integration of DeepSeek, which will further enhance the Mini/Micro LED sector. Dr. Liu Zhaojun, the founder of SiTan Tech, stated, “The deep integration of AI and Micro-LED display technology is reshaping the methodology of technological innovation. We are not just applying large models but ensuring they ‘understand the industry.’ SiTan Tech’s AI strategy is to make machines ‘super assistants’ for engineers, jointly pushing the boundaries of human cognition.”
As a leading AI technology, DeepSeek‘s integration into the Mini/Micro LED field is enhancing the interaction between people and screens, making entertainment and other functions more engaging and appealing to the market. It is essential to embrace these new changes.
II. Conclusion
Mini/Micro LED products are accelerating their commercialization, with products like Micro LED commercial displays, AR glasses, automotive displays, smartwatches, and makeup mirrors gradually entering the public eye, bringing us closer to a beautiful tech-driven life. This is a capital, innovation, and technology-intensive field, where large enterprises hold significant advantages. With the entry of cross-industry players, Mini/Micro LED technology is continually evolving, and we may see the emergence of several industry giants in the future. Let’s wait and see!
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