According to TrendForce Jibang Consulting, in 2026, the Micro LED industry will shift corporate resources to applications with clear commercialization potential due to sluggish consumer market demand and the crowding out effect of AI capital expenditure. In terms of display applications, in addition to lowering the entry threshold through modularity and supply chain integration as much as possible, it is also developing towards the field of high interaction and high added value; in non-display applications, Micro LED is further entering the field of CPO optical interconnection and trying to occupy a place in AI infrastructure. Overall, Micro LED is gradually breaking away from the single framework of traditional display technology and moving towards cross-field technology development of serial smart wearables, smart cockpits, and AR and AI computing power infrastructure. Through gradual penetration, it is estimated that the total output value of Micro LED display application modules and Micro LED CPO modules will reach US$5.308 billion in 2030.

Zhitongcaijing · 2d ago
According to TrendForce Jibang Consulting, in 2026, the Micro LED industry will shift corporate resources to applications with clear commercialization potential due to sluggish consumer market demand and the crowding out effect of AI capital expenditure. In terms of display applications, in addition to lowering the entry threshold through modularity and supply chain integration as much as possible, it is also developing towards the field of high interaction and high added value; in non-display applications, Micro LED is further entering the field of CPO optical interconnection and trying to occupy a place in AI infrastructure. Overall, Micro LED is gradually breaking away from the single framework of traditional display technology and moving towards cross-field technology development of serial smart wearables, smart cockpits, and AR and AI computing power infrastructure. Through gradual penetration, it is estimated that the total output value of Micro LED display application modules and Micro LED CPO modules will reach US$5.308 billion in 2030.