With tech giants like Meta, Apple, and Xiaomi accelerating the launch of AR glasses products, the global consumer AR glasses market has entered a phase of rapid development, and the development of the micro-display industry chain behind AR glasses has also attracted increasing attention. Recently, Sanan Optoelectronics, MTC, HC SemiTek, and Leyard all answered questions on investor Q&A platforms regarding their latest progress in deploying Micro LED technology for AR.
Image source: Paixin.com licensed image library
Sanan Optoelectronics: Micro LED for AR Moves Towards Small-Batch Verification <br /> Sanan Optoelectronics revealed that in the field of AI/AR glasses, its Micro LED products are undergoing solution optimization in collaboration with domestic and international terminal manufacturers, and have moved from technology verification to the small-batch verification stage. Its silicon carbide substrate products are also being closely collaborated with domestic and international terminal manufacturers and optical component manufacturers in the AI/AR glasses field, with samples sent to multiple customers for verification, and key parameters such as light absorption rate and TTV being continuously optimized.
MTC Corporation: MTC Semiconductor's Micro LED Technology Can Be Used in Micro-Display Fields such as AR Glasses <br /> MTC Corporation stated that Micro LED technology has enormous potential to become the mainstream technology for terminal products of various sizes, and has already successfully become a mainstream micro-display technology for AR glasses. The company has built a vertically integrated industrial layout in the LED field. Its subsidiary, MTC Semiconductor, continues to innovate, developing Micro LED technology and possessing numerous patents closely related to Micro LED, which can be applied to micro-display technologies such as AR glasses, automotive displays, and large-size displays.
It is understood that MTC Semiconductor is located upstream in the LED business chain of MTC Group. By integrating sapphire substrate processing technology, nano-patterned substrate fabrication technology, high-quality compound semiconductor material growth technology of gallium nitride and gallium arsenide, and high-efficiency red, green and blue three-primary-color LED chip production process, MTC Semiconductor has achieved coverage of mainstream fields such as general lighting, high-end lighting, TV backlight, and Mini/Micro LED new displays, becoming the world's largest single digital intelligent LED chip production base.
HC SemiTek: Achieved Micro-Screen Lighting with 0.12-inch 3.75-micron Pixel Pitch <br /> HC SemiTek stated on its investor interaction platform that its 6-inch Micro LED mass production line project in Zhuhai went into operation last November, and a product delivery ceremony was held in March this year.
It is understood that the project mainly produces Micro LED wafers and pixel devices, targeting ultra-large and ultra-small high-definition display scenarios, and is used in applications such as large-size commercial displays, AR/VR head-mounted display devices and wearable devices. Once fully operational, it will achieve an annual production capacity of 24,000 sets of Micro LED wafers (6-inch wafers) and 45,000kk Micro LED pixel devices.
In terms of products, HC SemiTek has achieved the lighting of a microscreen with a pixel pitch of 0.12 inches and 3.75 micrometers.
Leyard: Next-Generation AR Glasses Featuring T3-0.13-inch Full-Color Display to Launch by Year-End <br /> Leyard stated that in the AR/AI glasses field, the company currently primarily collaborates with its investee company, SFLS. Regarding microdisplay products, SFLS recently released the T3 series 0.13-inch single-piece full-color Micro LED microdisplay, which can bring richer display content and a more efficient information prompting experience to AR glasses.
Leyard stated that it is currently working with SFLS to develop AR glasses based on a T1-0.13-inch monochrome microdisplay, and plans to launch a new generation of AR glasses equipped with a T3-0.13-inch full-color display by the end of 2025.
It is reported that the AR glasses are equipped with a microprocessor and can connect to large AI models, enabling functions such as AI interaction, meeting recording, and multilingual translation. This solves the pain point of traditional products having limited functionality. At the same time, the AR glasses have an exquisite design; they are lightweight and bright, suitable for all-weather outdoor wear, and their use is not limited by any particular scenario.
