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With a 2.12-inch screen, Jibang Consulting says Apple will launch the Micro LED panel Apple Watch in 2026.

2025-03-31 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >

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Shulou(Shulou.com)11/24 Report--

CTOnews.com August 11 news, set Consulting (TrendForce) released a report yesterday, saying that driven by large televisions / screens and wearable devices, the output value of Micro LED chips this year will reach $27 million (CTOnews.com Note: currently about 195 million yuan), an increase of 92% over the same period last year.

Ji Bang Consulting also said that with the expansion of shipments of existing applications and the introduction of new applications, it is estimated that the output value of Micro LED chips in 2027 is about 580 million US dollars, with a compound growth rate (CAGR) of about 136 per cent in 2022-2027.

According to the report, CTOnews.com combs the relevant contents as follows:

TV: Samsung: in addition to introducing 89-inch 4K TVs this year, officials have announced that they will continue to expand the lineup of Micro LED products to launch 101in and 114in.

The LG:136-inch 4K product, with a larger 22.3in backplane and a smaller and more economical 16x27 μ m chip, is expected to enter mass production by the end of 2023.

BOE: the P0.9 active drive display screen has been successfully launched in the second quarter of this year, and the P0.51 active drive display screen is planned for the fourth quarter, and the one-stop solution (Turnkey Solution) will be launched in 2024.

Wearable Youda: mass-produced the world's first 1.39in Micro LED watch panel, which is not only first supplied to Tag Heuer, a large European boutique watch manufacturer, but also to professional sports wearable equipment manufacturers and Japanese watch brands.

Apple: although the launch of the 2.12-inch product has been delayed from 2025 to 2026 due to the rescheduling of the production chain, the mass production of the Apple Watch has already started, and there is also an opportunity to introduce its headsets, mobile phones, and automotive applications in the future.

As for the car-machine screen, due to the long verification time of the automotive industry, the actual mass production of automotive Micro LED displays will not be until after 2026.

AR head display device Micro LED competes with many technologies such as LCOS, Micro OLED and LBS (Laser Beam Scanning). Among them, Micro LED has better than average balanced performance in terms of brightness, energy consumption, pixel density (Pixel per Inch,PPI), optical machine size and so on.

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