Since the release of Apple Vision Pro, the attention towards Micro OLED technology has soared.
Micro OLED is a new display technology characterized by high resolution (over 3000 PPI), high brightness (6000 nits), and low power consumption. Nowadays, it has become the core display solution in the fields of AR/VR, military, and medical.
According to TrendForce's forecast, the global Micro OLED market size will reach 1.5 billion US dollars in 2025, with a compound annual growth rate of over 40%. Some analysts pointed out that Chinese Micro OLED manufacturers are expanding their production capacity at a very fast pace, but they need to break through the bottleneck of highend driver IC design.
Next, this article lists the establishment time, technology, production capacity, financial situation, and the latest developments of the top 10 global Micro OLED display manufacturers.
Top Ten Global Micro OLED Display Manufacturers
1. eMagin (USA)
Establishment: Founded in 1996, with its headquarters in New York, it has now become a leading enterprise in
Micro OLED microdisplay technology.
Technology: A global pioneer in
Micro OLED, its products are applied in fields such as AR/VR, aircraft cockpits, headup display systems, thermal imagers, and night vision goggles. The mass production of eMagin's RGB Micro OLED is a milestone event, marking the transformation of display technology from "white light + color filter" to "direct emission", which increases the brightness by about 30% and reduces power consumption.
Production Capacity: The Hopewell Junction factory in New York has a 10class cleanroom of 1580 square meters.
Finance: The revenue in 2022 was 30.5 million US dollars.
Dynamic: In May 2023, eMagin reached a merger agreement with Samsung Display. Samsung Display will acquire eMagin at a price of 218 million US dollars.
2. Kopin (USA)
Establishment: Founded in 1984, with its headquarters in Massachusetts.
Technology: In March 2023, Kopin made a breakthrough in the F35 fighter jet's dedicated helmet display system (HMDS) project and completed the performance test of the OLED microdisplay. It provides LCD, LCoS, and OLED microdisplays for military, corporate, industrial, medical, and consumer wearable products.
Cooperation: Kopin also participated in the establishment of
Chinese Micro OLED manufacturers such as Yunnan Chuangshijie Optoelectronic Technology Co., Ltd. and Hupan Optoelectronics. In addition, the company has recently won two orders totaling 6 million US dollars, which are respectively used for the AR helmets of fixedwing/rotarywing fighter pilots (4 million US dollars) and the headmounted displays of rotarywing pilots (2 million US dollars). Its Brillian AMLCD microdisplay supports situational awareness in complex day and night environments.
Innovative Solutions: Jointly launched DayVAS (Daytime Augmented Reality HeadUp Display) and DarkWAVE (FullColor Night Vision Symbol System) with Wilcox Industries, which improves the combat efficiency of pilots through highresolution AR symbol overlay.
3. MICROOLED (France)
Establishment: Founded in 2007, with its headquarters in Grenoble.
Milestones: Launched a 0.61inch screen with 5.4 million pixels in 2012; Raised 8 million euros in 2020 to accelerate AR development.
Shipments: In 2015, MICROOLED announced that it had sold more than 150,000 0.38inch WVGA microdisplays.
4. MOT (Hong Kong, China)
Establishment:
Micro-OLED Technology Co., Limited，Founded in Hong Kong in 2020, it is a modern enterprise integrating research, development, production, and sales in the field of highresolution neareye displays. Currently, MOT has grown into a
leading enterprise in the global siliconbased OLED industry.
Technical Strength:
MOT's core technology R&D team is composed of 5 senior doctors in microelectronics and optoelectronics who graduated from top American universities. More than 60 top technologies developed by them have been applied for US patents, among which the technical patents of FSL have achieved disruptive breakthroughs in the industry.
Product Applications: Microdisplays are widely used in various highresolution, miniature NED systems such as VR/AR/MR wearable devices and electronic viewfinders.
Contact
Website：https://www.micro-oledtech.com/
Address：RM 728, 7TH FLOOR, LIVEN HOUSE, NO.61-63 KING YIP STREET, KWUN TONG, KOWLOON, HONGKONG.
Phone：00852-30697768
Email：business@micro-oledtech.com
5. Sony (Japan)
Technology: Initiated research and development in 2009, with the initial goal of applying it to the electronic viewfinder of cameras. However, in 2023, Sony supplied 1.42inch 3648×3144 Micro OLED screens for Apple Vision Pro.
Parameters: 3391 PPI, 6000 nits, and the cost of a single screen is as high as 350 US dollars.
Production Capacity: Sony's production capacity is limited, and it can only supply about 900,000 pieces per year. Currently, Sony dominates the highend market.
6. Samsung Display (South Korea)
Planning: Launched a 300mm pilot line in 2023, started mass production in 2024, and achieved full commercialization in 2026.
Latest Developments: In December 2022, South Korean media reported that Samsung had started ordering equipment for the 300millimeter pilot production line, and the production line is located in Samsung's A2 factory in Asan, South Korea. In May 2023, Samsung Display acquired eMagin.
7. LG Display (South Korea)
Cooperation: Jointly developed Micro OLED for AR/VR with Meta and SK Hynix.
Production Capacity: In February 2023, South Korean media reported that Meta would cooperate with SK Hynix and LG Display to develop Micro OLED for AR/VR headsets.
The M10 production line at SK Hynix's headquarters in Icheon, Gyeonggi Province, plans to produce wafers for Micro OLED. Based on 12inch wafers, it can produce 100,000 pieces per month. If the product development goes smoothly, it will start producing 30,000 pieces per month from 20252026, and it is expected to adopt the 28nm or 45nm process node.
8. Epson (Japan)
Products: Epson has nearly 20 years of research on OLEDrelated technologies and has launched a number of smart glasses equipped with Micro OLED, such as the Epson VM40 AR optical module equipped with a 0.453inch 1920 x 1080 Micro OLED screen.
9. Olight (China)
Establishment: Founded in 2008. On May 14, 2009, Olight prepared the first fullcolor OLED microdisplay sample.
Breakthrough: The first fullcolor AMOLED microdisplay sample in 2009, and the revenue exceeded 100 million yuan in 2017.
Production Capacity: It has the mass production capacity of the full series of WVGA/SVGA/SXGA, and is the second largest AMOLED microdisplay supplier in the world. Currently, the company is able to massproduce AMOLED microdisplays, and its products cover a series of color, white light, and highbrightness green light AMOLED microdisplays and modules with WVGA/SVGA/SXGA resolutions.
10. BOE (Beijing, China)
Layout: Launched a production line in Kunming with an investment of 1.15 billion yuan in 2017, and added an investment of 3.4 billion yuan to build a 12inch production line in 2019.
Production Capacity: The 8inch production line started mass production in 2019, and the 12inch production line is planned to reach a production capacity of 5.23 million pieces per year in 2024.
Technology: Disclosed in March 2021 that the 8inch siliconbased Micro OLED production line of Yunnan Chuangshijie Optoelectronics achieved mass production in August 2019; The 12inch Micro OLED production line is carried out in three phases, with a designed annual production capacity of 5.23 million pieces.
