microLED industry eyes escape velocity

Author: EIS Release Date: Aug 16, 2021

microLED could be approaching escape velocity, says Yole Developpement.

 

Cost is the number one challenge. A 20x to 50x reduction is required to address consumer applications with the exceptions of AR and wearables.

 

Positives are increased funding, resources, prospects, and the availability of commercial tools which are speeding up development.

 

Samsung and Vuzix (with JB Display) are introducing the first commercial microLED products in 2021.

 

Commercial tools from ASMPT, Toray, Coherent/3D Micromac, and others using different processes are accelerating development, with more coming from TDK, V-Technology, Besi, Bolite/Contrel, etc.

 

‘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,” says Yole’s Eric Virey,