The Covid-19 pandemic could see a key change in the supply chain for display technology, with a boost for microLED displays. That’s according to a new report from IDTechEx.
Involving multiple existing industries and new industries, µLED displays may reshape the existing LED and display supply chain—making it longer and more complex. New technology approaches and new products can also provide new opportunities; for example, the CMOS industry could take a position in the µLED display supply chain.
The µLED market will be driven by augmented and mixed reality, virtual reality, large video displays, TVs and monitors, automotive displays, and mobile phones. The increasing number of related activities from display suppliers can be seen from the large cumulative investment of around USD $5bn, the increasing number of patent filings, as well as the prototypes and products brought forth by µLED vendors including AUO, PlayNitride, RiTdisplay, Samsung, LG, Sony, TCL, Tianma, Konka, Glo, Plessey, JBD, X-Display, VueReal, CSOT, Sharp, and Kyocera, amongst others.