On February 26-27, 2025, TrendForce’s LEDinside and WitsView hosted a two-day 2025 TrendForce Next Generation Display Industry Seminar (DTS 2025) at the JW Marriott Hotel Shenzhen. The first day focused on “Micro and Small-to-Medium Sized Displays,” while the second day centered on “Ultra-Large and Ultra-High Definition (Dual Ultra) Displays.”
Industry experts from display panels, LEDs, Micro LEDs, Micro OLEDs, Mini LEDs, notebooks, automotive displays, monitors, and other fields delivered insightful presentations, discussing the latest market dynamics and development trends across micro, small-to-medium, and ultra-large display industries. The event provided comprehensive and in-depth perspectives on the future of the display sector.
Below are the key highlights from the speakers’ presentations:
“2025 Panel Industry Competitive Landscape” Fan Boyu Vice President of Research, TrendForce
The TFT-LCD industry is now dominated by Chinese panel manufacturers in terms of both production capacity and shipment scale. Over recent years, these manufacturers have gradually reversed losses through demand-driven production control strategies, stabilizing operations. Moving into 2025, five critical factors will shape the industry:
Short-term production control strategies remain vital, while long-term natural supply-demand balance will be achieved by increasing average panel sizes.
Industry consolidation continues, with potential mergers expected to further centralize market power and bargaining capabilities.
Localization of upstream components (e.g., polarizers, backlight modules) is accelerating, with driver ICs also gaining self-sufficiency through collaboration among IC designers, domestic foundries, and packaging/testing partners.
Diversified supply chains are expanding as panel manufacturers establish overseas module plants to meet client demands.
Technology investments in AMOLED, Mini/Micro LED, and non-display sectors (e.g., semiconductors) will drive future growth.
“Automotive-Grade LED and PCBA Modules for In-Car Display and Interactive Applications” Wan Chuiming Operations Director, Automotive-Grade LED Division, APT Electronics
Automotive displays are evolving toward larger screens, intelligence, and multi-screen integration. Current in-car displays primarily rely on LED backlight solutions, with growing demand for high resolution, brightness, wide color gamut, and local dimming. Exterior interactive screens or lighting are also becoming central to automotive design, enabling personalized and contextual human-vehicle interactions.
As a provider of “LED+” integrated solutions, APT Electronics is advancing smart automotive vision in areas like smart headlights, in-car displays, and AR-HUD systems. Its Mini LED products cover both interior and exterior automotive applications:
Interior backlight solutions (Mini COB, edge-lit, direct-lit POB modules) feature multi-zone control, high color gamut, and stable production. For example, its 15.6” Mini COB solution uses 1,590 Mini LEDs for independent control, delivering over 2,000 nits peak brightness, OD <5mm, and ultra-wide color gamut.
Exterior direct-view interactive solutions include automotive-grade Mini LED modules ranging from P1.0 to P4.0. The P1.5 POB RGB interactive module adopts a seamless, curved design with high reliability, supporting functions like temperature protection and automatic brightness/color calibration.
APT Electronics will continue innovating Mini LED technologies to meet rising automotive intelligence demands, enhancing smart cockpit experiences and exterior design upgrades.
“New Mini LED Backlight Technologies and Development Opportunities” Liu Fabo Director of R&D Department, Component Division, Nationstar
Nationstar plays a pivotal role in advancing Mini LED backlight technology through Mini POB and Mini COB solutions (blue and high-color-gamut white light). Key R&D directions include wide-angle emission, high voltage, large sizes, and RGB integration to meet downstream demands:
Wide-angle Mini LEDs reduce LED counts and costs for slim TV/MNT modules.
High-voltage POB/COB solutions optimize power consumption and brightness.
RGB Mini LED solutions enhance color purity and vibrancy for TVs.
1m+ Mini POB/COB light bars enable flexible designs for OEMs.
Nationstar has mass-produced Mini LED products for automotive backlighting, direct-view displays, and ambient lighting. Future efforts will focus on expanding production capacity and advancing Mini LED technology.
“Progress and Applications of Micro LED Transparent Displays” Liu Yongfeng Product Planning Director, TIANMA Micro LED Research Institute
Micro LED stands out for its high brightness, transparency, flexibility, bezel-free design, seamless tiling, and long lifespan. TIANMA focuses on TFT-based Micro LED for automotive displays, offering advantages like large transparent pixel areas, high brightness, and seamless tiling.
Challenges include optimizing high-PPI transparency, reducing reflectivity, expanding application scenarios, and lowering costs through industry collaboration. TIANMA has achieved breakthroughs in full-laser mass transfer and bezel-free tiling, with its Xiamen Micro LED pilot line operational since late 2024.
By 2025, TIANMA aims to complete technology validation and begin small-batch production.
“From Panels to Smart Cockpits: Automotive Display Market Trends” Hu Jiarong Research Manager, TrendForce
While global vehicle demand is gradually entering a plateau phase, the growth momentum in mature markets has slowed. However, the replacement subsidies in Mainland China and the economic growth and urbanization in emerging countries are the primary drivers for this year’s volume growth. With the increasing trend of more panels being installed in vehicles, more panel manufacturers are joining the automotive panel supply chain. Last year, the increase in automotive panel capacity from TCL CSOT, HKC, and Tianma, along with automotive orders from AUO‘s acquisition of BHTC, led to nearly a 10% growth in shipments.
At CES 2025, the top three automotive panel manufacturers—BOE, Tianma, and AUO—showcased automotive smart cockpits featuring technologies such as stretchable OLED, Mini LED, and Micro LED, which not only create a more user-friendly interior but also increase panel usage, driving overall automotive panel demand. The main growth drivers for automotive panels this year are the increasing adoption rates of rear-seat displays, co-pilot seat displays, and rear-view mirrors, which will drive a 6.2% growth in demand.
“Mini LED Monitor Technology Trends and Outlook” Lu Kun Director of MLED Backlight Device Development, BOE
The Mini LED display market is experiencing strong growth. In 2024, domestic Mini LEDdisplay shipments are expected to significantly increase compared to 2023. Among them, BOE MLED performed outstandingly, with shipments reaching 140K in 2024.
Lu Kun pointed out that the demand for displays can be broken down into six aspects (5P1H): better picture quality (Picture), better system integration (Panel as System/Service), better fashion appeal (Pilot of Fashion), lower power consumption (Power), higher cost performance (Price), and better human health (Health).
Mini LED backlight technology can meet these needs. In terms of grayscale and color performance, Mini LED can achieve low-grayscale recognition and excellent full grayscale color gamut performance, with significant advantages over traditional solutions at low gray levels. Mini LED also greatly optimizes response time, reduces motion blur through improved backlight algorithms, and enhances dynamic image clarity. Additionally, Mini LED improves ambient light contrast, maintaining clarity in strong light conditions, and reduces power consumption by approximately 30%, making it more energy-efficient and environmentally friendly.
To further improve the performance of MLED products, BOE has defined key technology directions, continuing to focus on halo optimization, uniform light technology improvements, and integrated drive solutions, aiming to lower costs, improve picture quality, and enhance performance. Furthermore, BOE has built a comprehensive MLED business ecosystem, connecting upstream and downstream industries, allowing MLED products to cover fields such as VR, NB, TV, MNT, and automotive, with a strategy of full-technology compatibility and full-size layout to meet diverse market demands.
“Exploring Micro LED Applications in Automotive Displays” Xie Xiangwei Vice President, Extremely PQ Display
As a new generation display technology, Micro LED has gained widespread attention due to its advantages in high brightness, high contrast, low power consumption, and fast response. Especially in the automotive display field, Micro LED demonstrates vast application potential. With the maturation of Micro LED technology, it is gradually transitioning toward engineering and mass production.
In the era of smart vehicles, displays have become the core of in-vehicle interaction. Micro LED can be used in multiple applications such as instrument panels, central control displays, and in-car entertainment displays, fulfilling cockpit display needs. Compared to LCD and OLED, Micro LED has unique advantages in brightness, transmittance, and other aspects. High brightness and transparency are key areas of technological focus in the industry. Despite the cost disadvantage, Micro LED should leverage the unique features not available in LCD or OLED to seek breakthroughs in application and market expansion.
Facing the development prospects of Micro LED in automotive displays, Extremely PQ Display, supported by TCL CSOT and San’an Optoelectronics, is focusing on the industrialization of Micro LED displays and has developed key technologies for Micro LED display manufacturing, including substrate peeling, laser transfer, laser bonding, detection, and repair, and has established a pilot production line. It is now capable of small-batch trial production.
Although Micro LEDtechnology has great prospects in automotive applications, it still faces challenges, such as insufficient technical maturity and high costs. Extremely PQ Display has expressed that it will continue to increase investment, leverage its resources and technological advantages, and work towards achieving large-scale Micro LED display production to drive widespread application in automotive displays and provide consumers with higher-quality Micro LED displays.
“Innovative Mini LED Direct-View and Backlight Technologies” Lei Hao R&D Director, HongLi Display
Whether for LED displays, TVs, VR glasses, automotive displays, or other terminal applications, the demand for Mini LED backlighting and direct display applications is continuously increasing, driven by the growing Mini LED market. Hongli Display is fully prepared to provide high-quality Mini LED backlight and direct display solutions for downstream applications.
In the field of Mini LED backlighting, Hongli Display has shown deep technological accumulation and innovative capabilities. The company has launched COB (Chip on Board) and POB (Package on Board) technology routes, covering the full-size series from VR to TV, meeting the dual requirements of different application scenarios for display performance and cost. Hongli Display’s Mini LED backlight products not only feature high zone, high contrast, and high brightness but also enhance display effects and reliability by optimizing packaging processes and microstructure design.
For medium and small-sized displays, Hongli Display‘s COB microstructure technology optimizes chip layout and packaging materials to significantly reduce the optical distance (OD), achieving thinner module designs and improved display performance. For medium and large-sized displays, the company introduced multi-form packaging technology with concave glue designs and the use of diffusion particles, enhancing the light blending effect and improving display uniformity and visual experience.
In the Mini LED direct display field, Hongli Display has rich equipment and can offer R&D & quality control testing capabilities, reliability testing, and failure analysis capabilities to ensure product quality. The company has launched a variety of COB products, such as the ultra-thin design, high contrast, and matte black effect of the “Hongping” and “Hongyi” series, as well as the latest semi-outdoor/ outdoor COB products, meeting the growing demand for displays in various fields.
“Human-Machine Interaction in the AI Era and Microdisplay Challenges” He Yi Marketing Director, SeeYA Technology
With the arrival of spatial computing and the AIGC era, the seamless integration of digital content with the physical world has become the core feature of next-generation display technologies. While smartphones have met most of the screen needs, future human-machine interaction will increasingly rely on AR, VR, and MRdevices, also known as Extended Reality (XR).
According to He Yi, in response to the growing demand for XR devices, micro-display technology is also progressing. For example, in optical solutions, non-transmissive display optical solutions have led to technologies like pancake, multi-lens, and Fresnel lenses, while transmissive display optical solutions have developed into flat reflection, curved reflection, geometric optics, diffraction optics, and other specialized paths to balance micro-display effects, computing power needs, and power consumption.
Moreover, the display screen is a key component in micro-display technology, with FOV, brightness, color gamut, and resolution all determining the final performance of near-eye display technology.
Currently, SeeYA Technology is focusing on improving the Micro OLED technology to meet the needs of XR devices. Their core technologies, including Tandem device, narrow bezel design, high PPI design, Micro-cavity design, Micro LENS design, and Pixel Driver Circuit, lay the foundation for creating high-quality Micro OLED micro-displays.
On the production side, SeeYA Technology currently has a 12-inch deposition line, capable of producing 9,000 wafers per month, with a single product shipment exceeding 1 million units. Future production lines will expand to three 12-inch deposition lines, with a monthly wafer production capacity of 27,000. In terms of products, SeeYA Technology has Micro OLED displays in sizes ranging from 0.32 inches to 1.3 inches, and offers various optical solutions, such as EVF, Birdbath, Lens group, and Pancake, fully meeting the growing demands of micro-display technology.
“Near-Eye Display Market Trends” Wan Wen Analyst, TrendForce
The core of near-eye display devices is to achieve an immersive experience by combining optical modules and display technologies. VR/MR devices primarily use VST technology, capturing the real world with sensors and overlaying virtual information, while AR devices emphasize perspective effects, using BB and light waveguide optical components to combine virtual images with the real world. Currently, the supply chain for optical modules and display modules is becoming increasingly diversified, with Fresnel lenses, Pancake solutions, and technologies like LCoS and OLEDoS excelling in different application scenarios.
Wan Wen emphasized that the key hardware modules of near-eye display devices include optical modules, display modules, computing chips, sensor modules, and battery modules. Among them, the trend toward miniaturization of optical modules is evident, and light waveguide technology, with its advantages in lightweight and high transmittance, has become a significant development direction for AR devices. It’s also noteworthy that China’s SiC wafer manufacturers entering the light waveguide market could drive the upgrade of AR device specifications.
From a market trend perspective, VR/MR devices are pursuing higher resolution and thinness, while facing both cost and ecosystem challenges. TrendForce forecasts that despite global VR/MR shipments reaching 7.2 million units in 2024, shipments are expected to grow to 40 million units by 2030, with OLEDoStechnology accounting for 27% of the market share.
AR devices, empowered by AI technology, are enhancing interaction through voice, gesture, and eye-tracking. The application scenarios for AR continue to expand. TrendForce estimates that AR device shipments will reach 25.5 million units by 2030, with LEDoS technology potentially occupying a significant share of the AR market due to its brightness and miniaturization advantages.
Day 1 Closing Remarks
With support from speakers, attendees, and sponsors (VISTAR, Nationstar, APT Electronics, HongLi Display, HongLiZhiHui, HC SEMITEK, BOE, Colorlight, Hisense Commercial Display, Extremely PQ Display, GKGD, Skyworth Commercial, Ledman, AMTC, BMTC, Unilumin, SeeYA Technology, TIANMA New Display Technology Research Institute (Xiamen), and NovaStar), Day 1 of the seminar concluded successfully.
Day 2
“Technological Evolution and Application Innovation of Micro LED Displays” Qiu Yubin Senior Vice President of Research, TrendForce
Having transitioned from lab technology to commercialization, Micro LED display development now prioritizes design and manufacturing optimization, niche market exploration, new application development, and market expansion.
For large displays, enlarging backplane sizes to reduce splicing and side wiring complexity is a cost-saving and yield-boosting strategy. While wearable applications lack mainstream brand traction, Micro LED remains unique as the only display technology that integrates seamlessly with sensors. Automotive and near-eye displays are key targets for glass- and silicon-based Micro LEDs:
Automotive: Expected to generate over $100 million in chip revenue by 2028.
AR glasses: Micro LED penetration in AR devices could reach 50% in the mid-to-long term.
Leveraging Micro LED’s inherent advantages—flexibility, transparency, and invisibility—to identify niche applications is critical for differentiation. Additionally, non-display applications in optical communications, biomedicine, and industrial production are emerging, further diversifying market opportunities.
“Envisioning the Future: K&D Technology’s Advancements in New Displays” Fu Yaosheng Dean of Research Institute, K&D Technology
As cars evolve into human-centric “third living spaces,” interactions expand to include smart driving and entertainment. K&D Technology focuses on high-brightness Mini LED to drive cockpit innovations like HUD PGU, aerial imaging, light field screens, and smart wood-grain displays:
HUD Technology: Transitioning from C-HUD/W-HUD to AR-HUD, K&D’s Mini LED backlight solutions address TFT limitations in AR-HUD PGUs, offering integrated primary/secondary mirror systems.
Aerial Imaging: Combines high-brightness Mini LED LCD modules with high-resolution negative-refraction glass for precise spatial imaging, adaptable to automotive, smart home, and educational applications.
Light Field Screens: Break physical space constraints for in-cabin holographic entertainment and vision-protective displays.
Smart Wood-Grain Displays: Blend luxury interior design with interactive controls.
Founded in 2006 and now a subsidiary of China National Building Material Group, K&D operates smart manufacturing bases in Shenzhen, Bengbu, and Nanjing.
“LED Display Control Systems: Applications and Future Trends” Lin Xianmeng Director of Central Research Laboratory, NovaStar
MLED’s penetration into xR virtual production, cinema screens, automotive displays, and TVs is elevating user experiences, with display control systems acting as value amplifiers. NovaStar has developed advanced technologies:
Ultra-high-capacity controllers, multi-redundancy systems, fault monitoring, full-system synchronization, high-quality color processing, and rapid screen configuration.
Focusing on gray/color resolution, spatial/temporal resolution, dynamic range, and smart display technologies, NovaStar drives performance upgrades, accelerating the MLED era.
“Productization Progress of TFT-Based Micro LED Tiling Displays” Cao Xuan Vice President & CTO, VISTAR
Large-size displays (>120”) face challenges like low quality, visible seams, and eye strain. TFT-based Micro LED solves these with seamless tiling, cinema-grade visuals, and eye comfort. Key production hurdles include uniformity, defects, visible seams, and viewing angle consistency.
VISTAR’s breakthroughs:
Hybrid Bin + Demura: Ensures pixel-level uniformity.
Multi-layer repair: Achieves zero defects.
Seamless tiling: Near-invisible integration.
Micro-Lens design: Maintains image consistency at wide angles.
Established in 2020 as a spin-off from Visionox, VISTAR operates two smart factories (R&D pilot line and mass production line) to lead TFT-based Micro LED development.
“The New Future of LED Display Chips” Xiang Qidi Head of Direct-View Sales, BOEHC SEMITEK
As next-generation display technologies, Mini LED and Micro LED have surpassed traditional LCD technology in display effects, power consumption, and lifespan. Driven by policy support and market demand, the innovation and application of LED display technology have developed rapidly, expanding its application scenarios from traditional fields to emerging ones, such as LED all-in-one machines, virtual shooting, and cinemas.
LED display technology is transitioning from a “point light source” to a “surface light source,” driving the application of COB and MIP technologies in the small-pitch and micro-pitch markets. The Mini LED market will continue to expand, especially in the fields of high resolution, small-pitch, and ultra-high-definition displays. Known as the “ultimate display solution,” Micro LED technology will play an increasingly important role in areas such as large indoor displays, HUD, matrix car lights, smartwatches, AR/VR glasses, and televisions.
In terms of LED display chip products, BOEHC SEMITEK has launched the Human Centric True Colour (HC True Colour series), specifically designed for high color gamut and HDR content creation, aiming to pursue and restore the authenticity of image colors and improve terminal display effects. The F07E-BE is the first product in this series, featuring high color gamut, high image quality, high performance, and low power consumption.
In addition, the Micro Pixel Device (MPD) platform, as a new-generation display technology, fully enhances display performance and user-friendliness. The MU300 and MU200 are currently the best solutions in the micro-pitch field and are among the main products of the HC True Colour series. The Micro MPD, hailed as “the ultimate display technology,” boasts ultra-high contrast, optimal white balance view angles, improved die-bonding efficiency and yield, and is advantageous in micro-pitch applications. Currently, the HC True Colour series is still under continuous development.
BOEHC SEMITEK‘s technological advantages and resource integration are continuously strengthening, especially in the strategic layout of Micro LED. The Micro LED wafer manufacturing and packaging testing base built by BOEHC SEMITEK in Zhuhai is the world’s first 6-inch scale production line and will become a global leader in R&D and production, further promoting the large-scale application of Micro LED technology and supporting the industry’s rapid development.
“Mini LED TV Development: Industrialization and Commercialization” Liao Yansuo Product Director, BMTC
Mini LED TVs are gaining ground in high-end markets with high contrast, brightness, and energy efficiency, challenging OLED. BMTC’s strategies:
Premium: >3,000 zones for top-tier performance.
Mid-range: 500-2,000 zones to drive adoption.
Value: 100-500 zones for cost-sensitive markets.
Cost optimization measures:
LED design: Larger chips, reduced counts.
Optics: Wide-angle LEDs with adjusted optical paths.
BMTC leverages vertical integration, with upstream subsidiary AMTC producing 1.1 million 4-inch wafers/month, and operates 100 SMT lines for Mini LED production.
“MLED Direct-View Large Screens: From Technology to Application Trends” Lu Zhenghua Vice President, Skyworth Commercial
The development direction of MLED direct display large screens mainly focuses on LED modules, display panels, and whole system integration. In terms of LED modules, Skyworth Commercial has launched the Black Domain S Series SCOB packaging technology and 4in1 aluminum alloy brackets to improve panel consistency, contrast, refresh rate, and optimize energy consumption. The development trend of the whole system is towards de-engineering, standardization, intelligentization, and integration.
In terms of audiovisual perception, the development trend of MLED direct display large screens can be summarized as “Good Looks, Good Sound, and Good Use”.
Good Looks: Hardware and calibration ensure basic display capabilities, while the Skyworth AI Picture Quality Engine enhances display quality through full-frame, full-scene detection.
Good Sound: The Skyworth Heavenly Sound panoramic sound system is equipped with dual-frequency high-fidelity speakers, independent cavity design, ensuring clear and authentic sound.
Good Use: Features such as customizable desktops, multi-modal interaction, and the development of the Cool Open AI intelligent system enable voice-activated AI functions.
In terms of scenario applications, MLED direct display large screens are gradually expanding into office meetings, exhibition displays, and audio-visual entertainment. In office meeting scenarios, Skyworth Commercial enhances meeting efficiency with features like wireless screen casting and touch annotation. In exhibition display scenarios, the Xiaowei Broadcast Control System connects display devices, making the interaction with MLED large screens more convenient and providing an immersive smart experience. In audio-visual entertainment scenarios, large-screen gaming, Karaoke parties, and movie-watching combine with game controllers and sound systems to meet family entertainment needs.
“Display Color Calibration: Unlocking Visual Excellence” Ruan Shi’an Head of MLED Vision & Imaging Research Center, Colorlight
In practical applications, MLED screens face various color issues, including inconsistent brightness and color, low gray spot issues, IC color blocks, color shifts caused by cold and hot screens, temperature drift, gray jumps, and color shifts, non-linear photoelectric response characteristics, manufacturing and quality control difficulties, and ink color consistency issues. These problems affect the visual effect of the display, especially in high-demand application scenarios.
Mica310/Mica310B: Automated production-line calibration and ink-color sorting (220PCS/H capacity).
Applied across factory and on-site calibration, these technologies ensure superior visual performance.
Closing Remarks
The two-day 2025 TrendForce Next Generation Display Industry Seminar concluded successfully with support from industry experts, attendees, and sponsors including VISTAR, Nationstar, APT Electronics, HongLiZhiHui, HongLi Display, HC SEMITEK, BOE, Colorlight, Hisense Commercial Display, Extremely PQ Display, GKGD, Skyworth Commercial, Ledman, K&D Technology, AMTC, BMTC, Unilumin, SeeYA Technology, TIANMA New Display Technology Research Institute (Xiamen), and NovaStar.
May the new display industry continue to innovate in 2025, ushering in a transformative era for display technologies!
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