Recently, DSCC (Display Supply Chain Consultants) released the latest ** report on the Micro LED market. According to the report, the Micro LED display market size is expected to reach 14US$600 million, which will be gradually applied to smart watches, AR glasses and automotive displays. However, due to the slowdown in the penetration of AR VR applications and the risk of delays in Apple's Micro LED watches, the DSCC has lowered the ** value of the latest version. Despite this, DSCC still believes that wearables will become the largest segment of Micro LED displays.
Micro LED, or miniature light-emitting diode, is a new type of display technology. Compared to traditional LCD and OLED, Micro LED has higher brightness, higher contrast, and wider viewing angles. In addition, since Micro LEDs are self-illuminating, there is no need for a backlight module, making the display thinner and more energy-efficient. These advantages make Micro LED have a wide range of application prospects in the field of wearable devices.
According to DSCC analysis, wearable device (including smart watch) applications will eventually overtake TVs to become the largest segment of micro LED displays. This is because wearable devices can benefit from the high brightness and high efficiency of micro LED displays. At the same time, smaller display sizes and lower pixel counts can alleviate the problem of low initial yields in the manufacturing process. This ** is in line with the view of Haitong International analyst Jeff Pu in a research report released at the end of September. Jeff Pu said that Apple will launch the first Apple Watch with a Micro LED screen in the fall of 2025 and is expected to start mass production in early 2026.
However, despite the promising market for wearables, Micro LED technology also faces some challenges. First of all, the high cost of manufacturing is one of the main factors restricting the popularity of Micro LEDs. Because the production process of Micro LED requires high-precision equipment and processes, the manufacturing cost is high, making the product high. Secondly, the yield and yield rate of micro LED are also important factors restricting its application. At present, the yield of Micro LED is still relatively low, and the yield rate is not ideal, which makes it limited in large-scale applications.
Despite this, many companies and research institutes are still actively investing in the development and production of Micro LED technology. For example, large technology companies such as Apple, Samsung, LG, and Sony are actively developing and producing Micro LED products. At the same time, some startups are also innovating and exploring in this field. With the continuous advancement of technology and the gradual reduction of costs, Micro LED is expected to occupy an important position in the wearable device market in the future.
Overall, DSCC's latest** report showcases the broad prospects of the Micro LED market and the importance of the wearables market. Although facing some challenges and difficulties, the advantages and application prospects of micro LED technology make it one of the important development directions of display technology in the future. With the continuous advancement of technology and the continuous development of the market, we are looking forward to more breakthroughs and applications of Micro LED in the field of wearable devices.