Aixtron announced its financial results for Q3 2024, with solid orders and revenue, despite a slight miss on guidance due to a project delay. This project was a large order for a microLED customer, with tools shipments pushed to December instead of October.

Aixtron says that "despite the news from Apple and ams OSRAM" the microLED industry is continuing to work on the technology, and the company received orders from several customers building R&D and pilot production lines. Aixtron expects its microLED revenues in FY2024 to be at high double-digit million euros.

LG Business Solutions, the “Official Display Partner of the Dallas Cowboys”, announced that it has completed the installation of seven MAGNIT microLED displays at the Dallas Cowboy's AT&T Stadium in Arlington, Texas. 

The microLED displays have been installed in the newly renovated Bank of America Founders Club. There's a single 4.88 x 2.44 meters display, two 1.22 x 1.22 meters displays (these are LG's 1.2 mm LSAB012 displays), and two 1.83 x 1.83 meters displays (these are LG's 0.9 mm LSAB009 displays). The premium suites at the stadium also installed LG's OLED TVs. 

During the company's recent conference call, AUO said that the company is "making significant progress" in MicroLED technology, transitioning to a 4.5-Gen line. AUO's current microLED production line is referred to as a 1-Gen line, used to produce commercial wearable displays (although we understand yields are very low and production costs are still extremely high). The company hopes its new larger line will improve production efficiency and cost structure.

AUO said that the new production line will enable it to start producing automotive displays, which are expected to launch by 2026 or 2027.