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CES 2026, the most influential global tech event, is hosted at Las Vegas from January 6 to 9, with emphasized exhibitions on innovative breakthroughs in fields such as AI, digital health, mobility, sustainable energy, and robots. TrendForce, having not made it to the event, aims to grasp on the latest tech trends for its readers by compiling key products, including Micro LED self-emitting displays, Mini LED self-emitting displays, RGB Mini LED backlight TVs, and near-eye displays.
On December 26, TCL Technology announced that its subsidiary TCL CSOT had successfully acquired an 80% equity stake—along with creditor rights—in Prima, for a total consideration of RMB 490 million (approximately USD 70 million). This transaction marks TCL CSOT’s formal entry into the LED chip segment. It represents a critical step toward completing a vertically integrated supply chain spanning from LED chips to Mini LED video wall applications. TrendForce reports that Prima ranked as the ninth-largest LED chip vendor globally in 2025. This acquisition underscores the increasing trend of brand owners and panel manufacturers venturing into the upstream LED chip market. Since 2018, companies like Samsung, AUO, Hisense, BOE, Innolux, and HKC have been progressively expanding their involvement in this sector.
On December 16, PlayNitride Technologies announced that its board approved the acquisition of Lumiode Inc., a U.S.-based company, for $2 million. TrendForce reports that Lumiode—a decade-old company—has complementary technologies and patents that will help PlayNitride expand its intellectual property portfolio and improve access to North American customers and sales channels. This acquisition is expected to enhance PlayNitride’s global competitiveness in near-eye display applications and in medical and other non-display markets.
This report analyzes the development trajectory and outlook of both display and non-display Micro LED markets, covering market scale, large-sized displays, automotive displays, wearable displays, near-eye displays, optical interconnect, product specifications, and vendor dynamics.
As Micro LED technology and market scale continue to progress, applications are gradually expanding horizontally from large-sized displays, automotive displays, wearable displays, and silicon-based Micro LED for AR glasses to Micro LED optical interconnects driven by the surge of AI server demand. With advantages such as high brightness, ultra small size, and high durability, Micro LED has begun to emerge in consumer electronics and niche markets. However, whether it can be firmly established still depends on the interplay between existing technological maturity and commercial demand.
Micro LEDforum 2025 will bring together key manufacturers and experts from the industry chain to focus on three major areas of Micro LED application innovation: Micro LED displays, near-eye displays, and Micro LED automotive lighting and optical interconnect technology. The Micro LEDforum provides a summary of market trends for 2025, outlook for 2026, updates on manufacturers' progress, and breakthroughs in technology.
Micro LEDforum 2025 will bring together key manufacturers and experts from the industry chain to focus on three major areas of Micro LED application innovation: Micro LED displays, near-eye displays, and Micro LED automotive lighting and optical interconnect technology. The Micro LEDforum provides a summary of market trends for 2025, outlook for 2026, updates on manufacturers' progress, and breakthroughs in technology.
CIOE is a comprehensive exhibition covering the entire optoelectronic industry chain and was held at the Shenzhen International Convention and Exhibition Center from Sep. 10 to Sep. 12, 2025. The exhibition covered segments including information and communications, precision optics, camera technologies and applications, lasers and smart manufacturing, infrared, ultraviolet, intelligent sensing, next-generation displays, AR & VR, and optoelectronic innovations.This report outlines the current development status of AR/VR exhibitors at CIOE 2025.
TrendForce’s latest investigations reveal that Meta has released its first mass-produced AR device—the Meta Ray-Ban Display Glasses—featuring LCoS display technology. This move is expected to boost LCoS’s share of AR displays to 13% by 2026. By contrast, single-panel full-color LEDoS is not expected to achieve major breakthroughs in technology and cost until 2028. Until then, competition between the two technologies is set to intensify.
Micro LED penetration in consumer electronics is accelerating. Following Samsung’s launch of its 140-inch Micro LED TV in 2023, Garmin is set to introduce the Fenix 8 Pro smartwatch with Micro LED in 2025, alongside Sony Honda’s planned 30-inch automotive display in its Afeela model at the end of the same year. These milestone products mark Micro LED’s entry into key application segments. TrendForce believes their rollout will gradually boost the Micro LED chip market revenue, which is projected to reach US$461 million by 2029.
This report delivers a comprehensive analysis of the near-eye display devices market, evaluating its current state and outlook through multiple dimensions including market size, relevant technological progress, product evolution, and key supply chain developments.
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