Display market analysts from Yole Développement posted an interesting article, that speculates that Apple and Huawei are looking into microLED displays based on Si-CMOS micro-ICs. This model could have tremendous implications for the display market.

The idea is that the device maker (Apple is likely to be the first to go down that route) will source micro LEDs from LED producers (or produce these in-house) and source microICs from foundries. Apple could then assemble these into its own displays, in-house. This means that in this model there's no room for traditional display makers which could lead to large disruptions in the display market, according to Yole.

TCL's China Star subsidiary (CSoT) demonstrated new display technologies at the DTC 2020 trade fair a few days ago.

One of these displays is the 4-inch 320x180 microLED prototype you see above. The active-matrix display is produced on an IGZO backplane.

US-based parallel microLED assembly technology developer VerLASE Technologies reports today that it has achieved substantial progress in its mass transfer process for micro-LED displays.

VerLASE now plans to develop the process flow for an assortment of dies sizes from 200 X 200 um (mini-LEDs) down to 10 X 10 um and eventually also 5x5 um. VerLASE plans to demonstrate the transfer of both flip-chip, and vertical thin film LED architectures.