We are happy to announce a new edition of our MicroLED Transfer Process Market Report, with all the latest information, new technologies and companies, and more. MicroLEDs are advancing quickly and the transfer process remains one of the key challenges. This report includes all the latest updates, including Apple's project cancellation (and its implications) and a new section on recent transfer related research activities.

Reading this report, you'll learn all about:

• All known microLED transfer processes
• The current industry and market status
• Advantages and disadvantages of transfer technologies
• Future technologies and roadmaps

The report package also provides:

• An introduction to microLED production processes
• Over 25 presentations, brochures and technical papers
• MicroLED chip-level market estimates and forecasts
• Free updates for a year

This microLED display transfer process report provides a comprehensive look into current and future LED transfer technologies processes used for the production of microLED displays. The report covers everything you need to know about the current status of the industry.

Researchers from Stanford, led by prof. Zhenan Bao, developed skin-like stretchable electronic devices, using ag new design and fabrication process. The researchers say that the newly developed methods enable devices that are five time smaller and one thousand faster than their previous devices.

The new stretchable devices are powerful and fast enough to drive microLEDs, and indeed the researchers demonstrated driving 60Hz microLED arrays. The devices can also be used to drive sensors. 

Following Apple's cancellation of its microLED Watch project, Singapore-based electronics assembly solutions provider Kulicke & Soffa announced that its own so-called Project W (probably referring to the Watch) is cancelled, following a project cancellation by a strategic customer, likely to be Apple. 

K&S says it expects charges, including impairments, in the range of $110-$130 million, most of it due to inventory write-downs and impairment charges relating to long-lived assets.

Belgium-based microLED microdisplay developer MICLEDI announced that it closes its Series A Funding round, to accelerate its development of high performance microLED arrays. VCs that participated in this round include imec.xpand, PMV, imec, KBC and SFPIM.

MICLEDI did not disclose the funding it received, but it did say that total funding in the company to date is nearly $30 million. In 2021, the company raised 7.1 million Euro, and in 2020 MICLEDI raised 4.5 million Euro in its Series-A round (which is now referred to by MICLEDI as its seed round, together with the 2021 round). Following its 2020 round we talked with the company's CEO who explains the company's technology and goals. If our calculation is correct, this new Series A round totaled around $17 million. 

Today we published a new edition of our Transparent MicroLED and OLED Market Report, with all the latest information and updates from this interesting upcoming industry and market, including the many new prototypes and displays recently unveiled by microLED developers.

Reading this report, you'll learn all about:

• Transparent OLED and MicroLED properties and advantages
• The transparent OLED and MicroLED industry
• What kind of transparent OLEDs are currently on the market
• The transparent OLED lighting market

The report package also provides:

• Transparent OLED display product listing
• A guide into buying transparent OLEDs
• The main challenges towards transparent displays
• Free updates for a year

This transparent displays market report provides a great introduction to transparent OLED and MicroLED technologies and covers everything you need to know about the market and industry now and in the future. This is a great guide for anyone who's thinking about adopting transparent displays in their products or that wants to understand this industry and market throughout.

A few days ago, Apple decided to cancel its microLED project with ams-Osram, a development that took the display industry by surprise (or at least parts of the industry). MicroLED developers are now looking to understand how Apple's decision will shape the industry, and a couple of days ago two China-based developers, Tianma Microelectronics and Konka, said that they are continuing their own microLED developments projects, as the companies are still optimistic about the future of microLEDs.

Konka has vertically integrated its supply chain and is producing its own microLED chips using Aixtron's MOCVD systems. Back in 2019, Konka announced it is building a $365 million micro-LED R&D center in Chongqing, as the company believes that Micro-LED will become the leading technology for ultra-high quality consumer TVs. Earlier that year, Konka launched tiled large micro-LED displays called APHAEA brand. Konka demonstrated several possible configurations - including 118" 4K and 236" 8K. The price of a 118" 4K display was around $240,000 while the 236" 8K TV had a price tag of $1.25 million. Click here for more information on Konka's APHAEA micro-LED TVs. 

Chinese TV producer TCL announced its first commercial microLED TV, the 163-inch 4K TV X11H Max. The TV offers an XDR peak brightness of 10,000 nits, 22bit+ color depth, extremely fast response speed (nanosecond level) and a lifetime of over 100,000 hours. The price is set at 799,999 Yuan, or around $110,000.

This is obviously an ultra-premium product, but it is great to see TCL formally enter the microLED market. TCL first demonstrated a prototype 163" microLED panels back in 2023. It is likely that this new tiled TV features an Oxide-TFT (IGZO) backplane.

MicroLED Connect is a global forum for microLED and related technologies and applications, which will take place at the Convention Center on the High Tech Campus in Eindhoven on 25-26 September. The MicroLED Connect is organized by two industry veterans, Metalgrass’ Ron Mertens and TechBlick’s Khasha Ghaffarzadeh, each bringing his unique knowledge and experience to plan this extraordinary event.

We had a few questions to ask Khasha Ghaffarzadeh, our co-organizer, about his vision for this conference.

Q. Hi Kasha! We'd love to hear your thoughts on the MicroLED Connect event - what did you have in mind when planning it and what’s special about it? 

Hi! Well, it is the first worldwide onsite conference and exhibition dedicated to MicroLED technology. Up until now, MicroLEDs were highlighted in other display events, but never as the main technology in a dedicated conference. We felt that this emerging technology deserves to be the main focus. The event will bring together the entire value chain from around the world- from material suppliers to equipment makers to display makers and semiconductor companies and final OEMs. There is enormous interest in this technology and in our event, and so we expect a sell-out crowd.  

When planning this event, we put extra emphasis on social events and networking opportunities. We have a rich agenda that transcends the usual talks and lectures, and includes social gatherings, organized visits to companies in the area and more. We wish to give attendees the chance to not only listen and learn, but also interact and connect. We put a strong focus on in-person experience, hoping to forge deep partnerships amongst our participants. That’s actually where the name “MicroLED Connect” comes from!  

A few days ago, Apple decided to cancel its microLED project with ams-Osram, a development that took the display industry by surprise. It certainly surprised ams-Osram, which announced it will have to re-assess its microLED strategy and incur $650-900 million in impairment charges. It is currently unclear whether Apple's decision was to completely abandon microLED technologies, or if it still in the microLED race, perhaps with different technologies and suppliers. It is likely that Apple does not have any immediate plans to introduce microLED displays, though. In this article, we'll try to analyze the reasons which led to Apple's decision and the probable implications for the microLED industry. 

Summary:

• Apple cancels its microLED project with ams-Osram
• We estimate that the main reasons are Apple's technology choice and strategy
• MicroLED production will require next-gen technologies to succeed
• MicroLEDs still pose the best route for the future display technology, but companies will need to realign their strategies

Apple worked on microLED R&D since 2014, with a first target of producing microLED smart watch displays to replace the currently-used AMOLED displays. The Company had several partners, and decided to handle some of the process in-house. It seems as if even after almost 10 years of development and intensive R&D (estimates of Apple's total investment in microLED technology so far range between $1-3 billion USD), the technology was not ready for mass production - at least not at a price that Apple can accept.