Ennostar, a global leader in optoelectronic semiconductors, has designated Micro LED as one of its key high-value strategic focus areas under its“3+1”strategy. With rapid technological advancements and an expanding ecosystem, Micro LED applications have evolved beyond displays into automotive and AI optical communications, unlocking new growth potential. Recognized as the next-generation display technology, Micro LED continues to gain momentum as major global brands actively adopt it.

According to TrendForce, the Micro LED chip market is projected to expand from $28 million in 2024 to $745 million by 2029, with an impressive compound annual growth rate (CAGR) of 93%. This forecast does not yet account for the potential expansion in AI optical communication, highlighting the immense prospects of Micro LED.

Breakthroughs Accelerate Micro LED Development
Ennostar has recently achieved significant breakthroughs in Micro LED technology, improving blue and green light efficiency by 10% to 15%, and dramatically enhancing red light efficiency by 90%. Additionally, substantial improvements in mass transfer yield have enabled Ennostar to meet the rigorous quality standards of end customers.

Further advancing its next-generation innovations, Ennostar has successfully reduced chip size by 40%, while simultaneously lowering production costs, enhancing resolution and luminous efficiency, and accelerating market adoption. Through its i-Pixel® product series, Ennostar leverages an advanced chip-scale packaging (CSP) platform to deliver higher brightness, lower power consumption, and 3D packaging solutions, meeting diverse application needs.

Expanding Micro LED Applications in Automotive and AI Optical Communication
As Micro LED technology matures, its applications are rapidly expanding to include automotive and AI optical communication. According to TrendForce, the Micro LED chip market for automotive displays is expected to grow at a CAGR exceeding 250% between 2024 and 2029.

With its high brightness, high contrast, and low power consumption, Ennostar's Micro LED technology is ideally suited for in-cabin displays, transparent HUDs (head-up displays), and adaptive driving beam (ADB) headlamps. Ennostar is actively partnering with leading automakers and Tier 1 suppliers to accelerate the adoption of Micro LED in next-generation smart vehicles.

In AI optical communication, the demand for high-speed optical modules in AI servers is projected to exceed $24 billion by 2028. Leveraging its deep expertise in III-V compound semiconductors, Ennostar is developing three AI optical communication technologies to address different application scenarios.

Among these, Micro LED offers a compact, high-performance optical source, capable of high-speed data transmission through matrix arrangements with hundreds of multi-channel setups. With its high-temperature resistance and energy efficiency, Micro LED is emerging as the most cost-effective optical transmission source for next-generation AI high-speed communication within a 10-meter range.

Strengthening Ecosystem Partnerships to Accelerate Micro LED Commercialization
Ennostar continues to deepen its collaboration with the ecosystem, driving technological innovation and optimizing manufacturing processes to accelerate the mass production and widespread commercialization of Micro LED. As Micro LED enters a phase of rapid industrialization, Ennostar is committed to working closely with industry leaders to drive adoption across automotive, AI optical communication, and high-end display markets, creating greater value for the industry.

TrendForce 2024 Micro LED Market Trend and Technology Cost Analysis
Release: 31 May / 30 November 2024
Language: Traditional Chinese / English
Format: PDF
Page: 160-180