Institution: The output value of MicroLED used in AR smart glasses display chips is estimated to reach US$41 million by 2026

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Pinwan, June 30. Today, TrendForce released a report saying that among many Micro LED display applications, Micro LED microdisplays will be a new high-end product following the development of large-scale displays. It is estimated that by 2026, Micro LED The output value of AR smart glasses display chips is 41 million US dollars (about 275 million yuan).

 图源:TrendForce 集邦咨询 Source: TrendForce TrendForce

The report pointed out that the reason for the significant increase in output value in just one year from 2025 to 2026 is mainly due to the gradual maturity of technologies such as red light chips, laser transfer, wafer bonding and full colorization, which can improve yield and reduce production costs.

TrendForce said that the current situation of Micro LED AR smart glasses is dominated by monochrome display due to the bottleneck of full-color technology, and can only display basic information display functions, including information prompts, navigation, translation, and teleprompter. In the future, after the full-color technology matures, it will first be applied in special fields such as medical surgery or testing instruments, environmental monitoring or maintenance tools in factories, and military applications. Only have the opportunity to apply it in consumer full-color display products.

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