Micro LED technology is highly anticipated in applications such as AR glasses, and many manufacturers are accelerating their deployment to promote the gradual maturation of the technology. Recently, TCL Technology and Leyard have successively released their latest progress in the field of Micro LED AR.
Image source: Qianku.com
TCL CSOT is advancing the mass production process of silicon-based Micro LEDs.
On May 6, TCL Technology stated on its investor relations platform that its subsidiary, Chipwin Display, has completed the construction of its pilot production line, and TCL CSOT has already acquired monochrome display technology capabilities in the silicon-based Micro LED field and is advancing mass production. At the same time, it is increasing its development of full-color technology and actively cooperating with customers on AR glasses applications.
It is reported that in December 2020, TCL CSOT and Quanzhou Sanan jointly established Xinying Display, focusing on the research of mass transfer, bonding, testing and repair technologies required for TFT-driven back Micro LED, and committed to realizing the large-scale production of Micro LED displays.
In October 2024, Chipwin Display's Micro LED pilot line was completed, with small-batch trial production expected in 2025. The project was initially approved in July 2021, with a planned annual R&D of 1056 G4.5 generation Micro LED displays and a total investment of 300 million yuan. In March 2024, the project was changed to Micro LED R&D based on G2.5 generation TFT substrates, and an additional 5 million yuan was invested.
Leyard Partners to Launch AR Glasses Based on Monochrome Micro LED Optical Engine <br /> On May 6th, Leyard announced on its interactive platform that it has launched AR glasses based on a monochrome Micro LED optical engine in collaboration with Saphlux. Leyard has partnered with Saphlux through a shareholding arrangement to jointly develop and market the product. The product requires internal sales testing before launch, and the launch date and method are yet to be determined.
It is understood that Leyard currently has three main business segments: LED smart display, cultural tourism and nighttime entertainment, and AI and spatial computing. In the field of smart display, the company has listed Micro LED as a strategic priority.
In November 2024, Leyard completed and put into operation its first fully self-developed substrate-free Micro LED production line at its Lijing plant in Wuxi, with an initial capacity of 1200kk per month. Currently, the expansion plan is progressing steadily and is expected to reach full production capacity in the third quarter.
With the gradual improvement of its mass production line, Leyard recently released its "New Generation Black Diamond (Hi-Micro)" technology and new products. It adopts substrate-free Micro LED chips with a short side of less than 30μm, which significantly improves the display effect and is compatible with new technologies such as AM driving and glass substrates to meet the needs of commercial and high-end home use.
