Posts

Who will develop LEDoS for Samsung Electronics and Samsung Display and AR glasses?

/in , /by

The development of LEDoS for AR glasses by Samsung Electronics’ semiconductor (DS) division has been the focus of much attention. Last year, the DS division of Samsung Electronics established a department dedicated to micro-LEDs within the CSS (Compound Semiconductor Solutions) business team, but there have been ongoing discussions with Samsung Display regarding the selection of a business manager. In April last year, the company discussed the idea of transferring the department in charge of the project to Samsung Display. This year, the development of LEDoS will be in full swing, and the roles of the Mobile Experience (MX) Division, the DS Department, and Samsung Display are expected to become clearer.

According to industry experts, it would be efficient for Samsung Display to promote commercialization once the LEDoS base technology reaches the completion stage first, which is estimated to be in the middle of next year. For the time being, there will be no major changes, and the CMOS Backplane technology and micro-LED device technology will be developed by a department dedicated to micro-LEDs in the CSS business team.

Vice President Kwon Sang-deuk, who heads the division dedicated to micro-LEDs, is known as a circuit expert with a system LSI background. While Taiwan and China are the fastest-growing countries in the field of AR glasses, Samsung may be the fastest-growing.

Joohan Kim, UBI Research Analyst(joohanus@ubiresearch.com)

▶Micro-LED Display Technologies for XR Applications Report Sample

OLED & XR KOREA 2025 – LetinAR PinTilt Technology

/in , , , /by

LetinAR’s PinTilt technology was introduced at the three-day OLED & XR KOREA 2025, held in April 16. The development of AR glass optics, on which global interest is concentrated, is still in its current state of development; AR technology begins with optics that superimpose a virtual image on the real environment. Manufacturers such as Google, Upson, Meta, Microsoft, and Sony are competing fiercely with Birdbath and Exit Pupil Expander (EPE) Waveguide optics, maximizing their advantages but failing to address their disadvantages. BirdBath has failed to reduce size and weight, EPE has failed to improve image quality and power consumption, and LetinAR has made it clear that it can chase the double rabbit with its PinTilt technology.

The PinTilt technology is said to be capable of producing a high quality, distortion-free screen with a wide 48-degree FOV on AR glasses weighing the weight of a typical pair of glasses. The company is also working on the production of the glasses by using the conventional injection molding method. The company also says that it is equipped with a conventional method of manufacturing and cost performance, which could be a game changer in the AR glasses industry.

Along with technological solutions such as variable focus and improved drive engines, this is probably why industry experts predict that the day is not far off when AR glasses will be used in real life.

(Source: LetinAR)

(Source: LetinAR)

Joohan Kim, UBI Research Analyst(joohanus@ubiresearch.com)

▶Micro-LED Display Technologies for XR Applications Report Sample

“AI/AR Glasses Growth, Significant Expectations for the Development of Micro-LED Displays”

/in /by

AI technology is making a soft landing and the AI era is opening up. Recently, the competition among big tech companies to become the winner of the AI war has become more intense. It is expected that the multimodal technology of AI will renew the market’s perception of AI functions through interactions such as voice, video, and photos. AI/AR glasses are expected to be more popular as they have a viewing function and are equipped with various sensors such as cameras, microphones, and speakers to access data, voice, or displays in real time to complete interactions. Accordingly, AI/AR glasses have received a lot of attention in the past year.

Ray-Ban META AI Glasses (left) and META Orion AR Glasses Prototype (right) (source: META)

Ray-Ban META AI Glasses (left) and META Orion AR Glasses Prototype (right) (source: META)

The Ray-Ban smart glasses can be seen as Meta’s present, and the Orion project as its future. In September 2024, Meta unveiled the Orion glasses prototype, showcasing the new possibilities of AR glasses with innovative display technology. Micro LED was adopted as the display solution for the Orion AR glasses. AR glasses require ultra-high brightness (5,000 nits or more, ideally 10,000 nits or more) to be visible in outdoor environments. In addition, micro-LEDs are essential for lightweight, compact display engines that are required for AR glasses to be very slim and stylish when they are worn.

JBD “Hummingbird Mini II” mono-color engine (0.15cc, 0.3 grams) and daily-use glasses (source: JBD)

JBD “Hummingbird Mini II” mono-color engine (0.15cc, 0.3 grams) and daily-use glasses (source: JBD)

“AI” was the highlight of CES 2025, and AI smart glasses were one of the main attractions. Companies such as Vuzix, Rokid, Goertek, and RayNeo introduced new AI glasses products that use micro-LEDs.

Among the manufacturers of micro-LED displays, China’s Jade Bird Display (JBD), a company specializing in micro-LED microdisplays, has begun mass production at its facility in Hefei with a manufacturing capacity of more than 100 million 0.13-inch micro-LED panels per year. In addition to US and European companies, Chinese and Taiwanese companies such as Sitan and Raysolve are moving quickly to develop and prepare for the production of LEDoS displays. At UBI Research’s seminar held on on February 14, a presentation was given on micro-LED technologies for XR and trends in the industry. AI glasses began to blossom in 2024 with the development of AI and AR technology, and more large manufacturers are expected to enter the market in 2025. AI/AR smart glasses are expected to promote the accelerated development of the AI/AR industry, and there are high expectations for the development of micro-LED technology.

UBI Research published a report on micro-LED technology for XR in January. This report summarizes the technology related to the production of LEDoS panels required for XR glasses. It will help to improve the understanding of LEDoS’s micro-LED technology and will be an important reference for companies developing micro-LED display technologies to plan the future direction of technological development.

UBI Research Nam Deog Kim Analyst(ndkim@ubiresearch.com)

▶Micro-LED Display Technologies for XR Applications Report Sample