Research Reports

Overview

Summary
OST, or Optical See-Through, is a technology primarily used in augmented reality (AR) systems that allows the eyes to perceive both the real world and virtual images on a transparent display simultaneously. In the future, most AR developments are expected to revolve around OST display technology. Due to the influence of ambient light on OST, the brightness performance of Micro OLED, which is based on organic materials, is limited in OST displays. Micro LED, on the other hand, not only meets multiple OST requirements simultaneously but is also the only current technology capable of challenging the goal of reducing micro-projection light engine sizes to less than 0.5 cubic centimeters. As a result, the technology has garnered a significant amount of attention in the market.

In 2023, the chip production value of Micro LED for AR glasses was US$600,000. With ongoing technological breakthroughs and the gradual release of related applications, this value is forecasted to escalate to US$50 million by 2027. This projection excludes the value derived from CMOS substrates, bonding materials, and the intricate equipment involved in Micro LED manufacturing.

Table of Contents
1. Micro LED stands out as an optimal technology for OST head-mounted displays due to its exceptional overall performance

2. Solution to the mismatch of thermal expansion coefficients between Micro LED chips and CMOS backplanes

3. Is the use of a larger sized sapphire substrate necessarily better?

4. Polychrome Light engine is the most mainstream approach to achieving full-color Micro LED displays, but volume and weight optimization remains a challenge

5. Color conversion solutions offer many benefits, but there are numerous challenges related to the lifespan and properties of quantum dot materials

6. Market value of Micro LED chips used in AR display engines to reach $50 million by 2027

7. TRI's View

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