MicroLED technology finds itself at a pivotal moment, with the cancellation of Apple's 2024 project leading to strategic re-evaluations across the industry. Despite this challenge, MicroLED remains a strong contender for high-impact applications. In augmented reality (AR), LEDoS microdisplays are gaining ground, thanks to renewed optimism for AI-based solutions. The automotive sector is exploring MicroLEDs for innovative form factors and high-brightness displays. The market for large-screen TVs - over 100 inches - is also viable. However, widespread adoption depends on significant technological advances, next-generation manufacturing equipment and a strong supply chain. Overall, Yole forecasts a billion-dollar market by 2030 for MicroLED displays, but uncertainties remain before then.
Raphaël Mermet-Lyaudoz, PhD is Technology & Market Analyst, Display at Yole Group. He is a member of Imaging & Display team, within the More than Moore activities. Raphaël covers technological evolutions and market trends in the display field to deliver his analysis in Yole Group's products. Raphaël obtained an Engineering degree from Institut d’Optique (FR) and a PhD from Université de Lyon (FR) in collaboration with INL-CNRS. During his academic curriculum he particularly studied Optics, Material Appearances, Nanophotonics, Emerging Materials and lasers and published some of his works in peer-reviewed scientific journals.