Hot topics of the week: Glass-based technology heats up, MicroLED and silicon-based OLED continue to advance

This week, the LED industry chain continues to see new developments. From Micro LED, RGB Mini LED to silicon-based OLED and optical waveguide, related companies are constantly advancing in production capacity construction, product implementation and technology research and development. At the same time, new applications such as AI glasses and CPO optical communications continue to attract attention from the industry chain, and financing, project and technology developments are frequently implemented.

[Latest Technology Progress]

Intel launches Micro LED glass-based packaging technology

Recently, Intel announced a technology patent submitted in 2022. The patent discloses an IC packaging structure integrating Micro LED: the semiconductor die is embedded in a glass substrate, and the TGV in the glass substrate directly supplies power to the Micro LED on the die, and is then connected to the motherboard through the packaging substrate.

Xiamen University team cracks Micro LED size effect, setting record for 2μm efficiency

Recently, a team from Xiamen University, Nanjing University and Fudan University published a paper in "Nature Photonics" proposing in-situ dry repair and passivation technology. Based on this technology, the peak external quantum efficiency of 2μm blue and green Micro LEDs reached 64.7% and 55.1% respectively, and the 3387 PPI micro display module verification was completed.

Osaka University realizes terbium-doped AlGaN electroluminescence, a new path for Micro LED full-color display

Recently, the research team of Osaka University and Ritsumeikan University realized terbium-doped AlGaN-based LED electroluminescence for the first time, which can produce four colors of about 620, 580, 550 and 490nm, and is expected to provide a new path for single-chip Micro LED full-color display. At present, the external quantum efficiency of the device is still less than 0.01%, and the team is improving the luminous efficiency by optimizing materials and doping processes.

Jucan Optoelectronics Micro LED CPO optical chip is the first batch of samples to be sent to overseas customers

On September 14, Jucan Optoelectronics announced that the first batch of CPO optical chip samples have been officially sent to important overseas customers recently, and the products have entered the customer verification stage. Based on compound semiconductor technology, the company promotes the development of Micro LED CPO array chips and continues to deploy AR display, MIP display and other businesses.

[Project Progress]

Fucai accelerates the layout of Micro LED and expands optical communication applications

According to news on September 14, Fucai continues to promote Micro LED business and expands applications to AI data center optical communications. The company expects to complete Micro LED production capacity preparations in the second half of 2026 and complete the construction of mass production equipment before the end of the year to prepare for mass production in 2027. At the same time, Fucai is promoting Micro LED high-speed optical interconnection solutions, has completed single-channel 1.25Gbps component verification, and plans to conduct 800G module system verification.

Alto Electronics Micro LED Intelligent Manufacturing Center was officially put into production, laying out high-end micro-pitch displays

On September 16, Alto Electronics announced that the Micro LED intelligent manufacturing center has been officially completed and put into production, mainly for P0.3-P1.5 high-end micro-pitch ultra-high definition panels. After the project is put into production, the company's Micro LED production capacity layout will be further improved. The products are mainly used in high-end retail, ultra-high-definition cinemas, AR/VR, professional film and television, outdoor advertising and other scenarios.

Samsung Display plans to invest 300 billion won to accelerate the mass production of 12-inch RGB OLEDoS

According to Korean media The Elec, Samsung Display plans to invest approximately 300 billion won to promote mass production of 12-inch RGB OLEDoS, with a planned monthly production capacity of 3,000 wafers, and plans to supply core evaporation equipment from Sunic System. Samsung Display plans to start equipment installation in 2027 and targets mass production in 2028.

Hongxi Technology’s 12-inch silicon-based OLED project core equipment comes into operation

On September 15, the core equipment of the 12-inch silicon-based OLED micro display module project of Anhui Hongxi Microdisplay Technology Co., Ltd., a subsidiary of Hongxi Technology, successfully entered the site, and the project entered the equipment installation and commissioning stage. The project, with a total investment of 2 billion yuan, will start construction in April 2025 and the main structure will be capped in December. After completion, it will be used for XR, electronic viewfinder and other applications.

Haorunda's automotive LED packaging project received environmental impact assessment approval

On September 14, Bengbu Ruituo Electronics' automotive LED packaging project received environmental impact assessment approval. The project is located in Bengbu Dehao Optoelectronics Technology Park. It plans to build an automotive LED packaging production line. After completion, it is expected to have an annual production capacity of 840 million LED packaging products. Bengbu Ruituo Electronics was established in 2024 and mainly develops high-power ceramic LED lamp beads for automobiles.

Yingmu Technology’s AR smart equipment base has landed in Sichuan, with an annual production capacity of 300,000 units

On September 16, Yingmu Technology’s Dongpo base with an annual output of 300,000 units of AR smart equipment officially started construction in Dongpo District, Meishan, Sichuan. The base will focus on the production of AR smart glasses and the mass production process construction of full-color optical waveguide modules. At the same time, Yingmu Technology completed the C3 round of financing this year, with a cumulative financing of nearly 1 billion yuan, and started preparations for listing.

Guangzhou AI Glasses Industrial Park was launched in Huangpu, and construction of Zeiss Optical Town started on September 10

On September 10, Guangzhou AI Glasses Industrial Park and Zeiss Optical Town officially started construction in Sino-Singapore Guangzhou Knowledge City, and the first phase of Zeiss Optical Town was launched simultaneously. The industrial park has a planned area of ​​approximately 2.1 square kilometers and will focus on industries such as optical waveguides, optical-mechanical modules, core lenses, and intelligent machines. The first phase of the town covers an area of ​​over 25,000 square meters and is planned to host the research and development and large-scale production of core components and terminals for smart glasses such as AR, VR, MR, and XR.

With an annual output of 150,000 tons, Xintao optical grade PMMA resin project is put into production

Recently, the optical-grade PMMA particle project of Zhuhai Xintao Optical Materials Co., Ltd., a subsidiary of Xintao, was put into full production, with an annual production capacity of 150,000 tons. The products are mainly used in display, lighting, automobiles, optical devices and other fields. After the project is put into operation, Xintao's total PMMA resin production capacity will be increased to 180,000 tons.

[Product News]

Beijing’s first police AI glasses were unveiled, using Micro LED light engines

On September 11, Beijing’s first police AI glasses for the public security field, YOVIS X100 and YOVIS X300, were unveiled. Among them, YOVIS X100 uses a Micro LED light engine, with a maximum eye brightness of 2,000 nits, and supports voice interaction, real-time calls, AI question and answer and other functions; YOVIS X300 adds a 12-megapixel camera to support photography, video recording, etc.

Huike and Shanghai HiSilicon launch RGB Mini LED display

Recently, Huike Technology and Shanghai HiSilicon jointly launched the first RGB Mini LED display 27UD165Hz. The product is equipped with the BV600 light-intelligent and high-computing power AI display engine, with a built-in 1TOPS computing power NPU, which can dynamically adjust pixel brightness and color, and improve the display effect through three-color uniform backlight, low-reflective panel and pixel-level color collaborative optimization.

Alto Electronics' virtual production LED screen enters Hollywood TV City

Recently, the American virtual production company Orbital Studios launched a new virtual studio Stage31. The studio LED display system uses Alto Electronics RM1.5 series products, which can be used for content production such as movies, drama series and commercial advertisements.

South Korea develops a stretchable QLED display with a brightness of 53,300 nits

A team from the Ulsan Institute of Science and Technology, Daegu Gyeongbuk Institute of Science and Technology, and the Korea Institute of Basic Science jointly developed an ultra-high-resolution stretchable QLED. It achieves a resolution of about 16,000PPI through the LIFT preparation process. The device can be stretched to 1.65 times its original length, with a maximum brightness of 53,300 nits, and achieves RGB full-color display. It is expected to be used in wearable devices, electronic skin and other fields.

[Capital News]

Orred plans to raise RMB 868 million to increase its sapphire and domestic computing power business

On September 14, Orred disclosed its 2026 private placement plan, intending to raise no more than RMB 868 million to invest in the Inner Mongolia sapphire production base, the construction of domestic server clusters in western China and to supplement working capital. Among them, 282 million yuan was used for the sapphire project and 346 million yuan was used for domestic server clusters. In the first half of 2026, the company's sapphire business revenue was 90.606 million yuan.

Light Particle Technology completed a new round of Pre-B financing and received two financings during the year

According to news on September 17, AR smart sports glasses brand Guangparticle Technology completed a new round of Pre-B round of financing, invested by Guangdong Financial Group and Dimension Capital. The specific amount was not disclosed. The company has entered the AR sports glasses market with holographic resin optical waveguide technology. It has launched smart swimming goggles, cycling glasses and other products, and signed a contract to build an AR smart glasses R&D and manufacturing center in July this year.