As a world-leading optoelectronic semiconductor manufacturer, Fuchsun considers Micro LED one of its key high-value-added "3+1" development areas. With technological breakthroughs and rapid ecosystem growth, Micro LED applications have expanded from high-end displays to automotive and AI optical communications, bringing new growth momentum to the industry. Hailed as the ultimate display technology, Micro LED has received continuous market attention in recent years due to the active adoption by major global brands. According to market research institutions, the overall Micro LED chip market value is projected to grow from US$0.28 billion in 2024 to US$7.45 billion in 2029, with a compound annual growth rate (CAGR) of 93%. This figure does not yet include the market potential in the optical communications field, indicating that the future development space for Micro LED technology is extremely promising.
Technological Breakthroughs Propel Micro LED onto the Fast Track <br /> Focus LED has recently achieved a breakthrough in Micro LED technology, improving blue and green light efficiency by 10-15% and red light efficiency by a significant 90%. Simultaneously, the yield rate of mass transfer has also been greatly improved, meeting the high standards required by end customers. This represents a major leap forward in display technology performance. Furthermore, Focus LED is actively developing next-generation technologies, successfully reducing chip size by another 40%, while lowering production costs and further improving resolution and luminous efficiency, and accelerating market entry. Regarding the i-Pixel® product series, Focus LED utilizes a highly integrated chip-level packaging technology platform to achieve solutions with higher brightness, lower power consumption, and 3D packaging, meeting diverse application needs.
Micro LED Applications Expand to Automotive and AI Optical Communication <br /> With increasing technological maturity, Micro LED applications have expanded from the high-end display market to automotive and AI optical communication fields. According to market research reports, the compound annual growth rate of automotive Micro LED display chip production value is projected to exceed 250% from 2024 to 2029. Fuchsun's Micro LED technology, with its high brightness, high contrast, and low power consumption, has become an ideal solution for in-vehicle displays, transparent HUDs (Head-Up Displays), and ADB (Adaptive Dashboard). Currently, Fuchsun has partnered with numerous automakers and Tier 1 suppliers to promote the widespread application of Micro LED in smart vehicles.
In the field of AI optical communication, the demand for high-speed optical communication modules for AI servers will exceed US$24 billion by 2028. Leveraging its experience and expertise in III-V semiconductor materials, Fuchsun is actively developing three different AI optical communication light sources to address various application scenarios. Micro LEDs, with their miniature light source configuration and matrix arrangement, can achieve high-speed transmission applications with hundreds of multi-channel configurations. Combined with their high-temperature resistance and energy-saving characteristics, they meet the requirements of optical communication environments, making them the most cost-effective transmission light source for next-generation AI high-speed optical communication within 10 meters.
Accelerating Micro LED Applications Through Ecosystem Collaboration <br /> Fucai continues to deepen its cooperation with ecosystem partners, accelerating the mass production and widespread application of Micro LED technology through technological innovation and manufacturing optimization. As Micro LED technology enters a fast track, Fucai will work with industry partners to jointly promote the widespread application of Micro LED in automotive, AI optical communication, and high-end display markets, creating greater value for industry development.
