Jibang Consulting: The total output value of Micro LED display application modules and micro LED CPO modules is estimated to reach US$5.308 billion in 2030

The Zhitong Finance App learned that according to TrendForce Jibang Consulting's “2026 Micro LED Display and Non-Display Application Market Analysis” research report, 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. 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.

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.

AR head-mounted display

Benefiting from the rapid development of the AI glasses market, Micro LED has taken the lead in achieving substantial progress with monochromatic information-prompting AR glasses with its advantages of high brightness, miniaturization and low size. The second-tier supply chain has also accelerated its entry into the market, while the industry continues to invest in full-color Micro LED technology development.

As brands such as Meta and Google plan high-end AR devices, it is expected that 2028 will be an important time to observe the volume of the Micro LED AR market. In order to meet the brand's specifications, Micro LED also achieves a pixel pitch of less than 4 μm and a resolution greater than 5,000 ppi. At the same time, it also requires ultra-high brightness of 1 million nits, which is conducive to presenting information such as object identification, real-time navigation, and interlanguage subtitles in outdoor environments, further enhancing its technical value in all-weather AI glasses.

Micro LED optical interconnect

Generative and inference AI is growing rapidly, greatly boosting high-speed transmission demand within data centers. With characteristics such as low energy consumption, high transmission density, and low error rate, Micro LED has begun to become a potential technical solution for 800 Gbps and 1.6 Tbps short-range optical interconnection. Various technology groups are also speeding up the layout, and the overall ecosystem is expected to gradually move towards commercial mass production as soon as the second half of 2028.

If Micro LED can continue to improve costs and manufacturing processes with the existing semiconductor and display supply chain, it will have the opportunity to become an emerging light source technology in the AI high-efficiency computing infrastructure in the future, and it will also open up a second growth curve for Micro LED outside the display market.

wearable display

Garmin Fenix 8 Pro led Micro LED to officially enter the high-value-added wearable market and attracted companies such as BOE and SDC to invest in development. As the supply chain is gradually improved and technologies such as high-voltage chips improve power consumption bottlenecks, Micro LED is expected to combine functions such as physiological sensing and outdoor navigation to become an important hardware interface for AI agents to interact across devices in the future. Wearable devices will also use a single information display terminal, further becoming an important hardware interface for the AI real-time interactive ecosystem.

Large and automotive displays

Large micro LED displays are being transformed from high-end TVs to transparent displays, reducing chip usage and cost by increasing the spacing between dots. With high penetration and high brightness characteristics, transparent micro LEDs are expected to be combined with AI Spatial Computing in the future, so that the display interface can be further extended from the exhibition and commercial markets to applications such as intelligent retail and interactive glass, and become an important carrier for integrating AI visual identification and virtual information.

In another part, the automotive market continues to reduce development costs and introduction risks through panel size standardization, modular splicing, and supply chain resource integration. With the spread of new energy vehicles and the evolution of L3+ autonomous driving technology, transparent car window displays, HUDs, and new central control displays will become potential entry points for micro LEDs, further developing from in-car displays to human-vehicle interactive interfaces in AI smart cockpits.