Micro LED Market Will Grow by 100 % interannual, according to Omdia

The Latest ‘Micro LED Display Market Tracker’ of Omdia Micro LED display revenue is expected to grow by 100 % interannual, passing from 52,4 millions of dollars in 2025 a 105,4 millions in 2026.

Although Micro LED screens for public use, ultra large televisions, smart watches and smart glasses remain limited, Rapid maturation of manufacturing capabilities and adoption of new products expected to drive significant shipment and revenue growth in the near term.

until recently, large-scale marketing was faced with important obstacles, among them the variability of electro-optical characteristics, the limitations of technologies mass transfer, the challenges of motherboard performance y, what is more important, los high manufacturing costs. By addressing these challenges, display manufacturers have now started the mass production of Micro LED based displays.

It is worth highlighting the rapid growth of LEDs (Micro LED on Silicon), a field that was previously difficult for existing display manufacturers to enter. LEDs allows you to create ultra-small screens through electrical integration of micro LED chips, each a few nanometers wide, on a semiconductor substrate. As a result, LEDoS manufacturing is typically more aligned with semiconductor processes than conventional panel manufacturers.

A typical LEDoS display may have a diagonal length of 0,1 a 0,2 inches and a resolution in the range of 4000 a 6000 pixels per inch (PPI), which makes it very suitable for AR applications, RV, MRI and near-eye screens. More and more global brands are expanding their AI services through smart glasses and plan to adopt LEDoS as their solution laptop screen, since it offers greater brightness and resolution than LCoS or OLEDoS.

MicroLED revenue doubles

Jerry Kang, OLED practice director, flexible, micro LED and emerging technologies from Omdia, states that “the method of mass transfer of tens or even millions of micro LED chips, depending on size and resolution, It differs significantly from the methods used by existing panel manufacturers to inject liquid crystals or patterned OLEDs.. Besides, the design, the acquisition, The transfer and modularization of micro LED chips of different specifications depending on the specifications of the final product requires significant resources”.

From Omdia's point of view, micro LED displays are best positioned to grow first in specialized application markets where competing technologies cannot meet performance requirements. These include the ultra-large displays with low PPI (high transfer frequency but relatively low precision), las ultra-small screens with high PPI (high precision but relatively low transfer rate), automotive displays that require exceptionally high brightness (to improve outdoor visibility compared to LCD/OLED), transparent screens that require both high brightness and high aperture ratio, and elastic screens that adapt to irregular surfaces. We expect these innovative applications to be the main drivers of the adoption of micro LED displays in the future.".

Looking to the future, Omdia anticipates that micro LED display revenue will double approximately, passing from 52,4 millions of dollars in 2025 a 105,4 millions in 2026, and will reach approximately 6800 millions of dollars in 2032, what it represents around the 4,4 % of the total flat screen market.