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

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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

BOE unveils its microdisplay development policy

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At FPD China 2025’s “CDC Metaverse – Display on Silicon” on March 26, 2025, a group of experts presented on topics such as building AI and AR glass ecosystems, silicon-based display technology roadmaps, key process, equipment and material innovations, and industry and market trend forecasts.

 BOE presented “The Progress and Roadmap of BOE Si-Based Micro Display Technology,” revealing its plans to build a micro display base in Beijing and add silicon-based OLED and silicon-based LED technologies to form an ecosystem covering high-, medium-, and low-level micro displays of all required specifications.

In the high-speed LCD segment, the company is building a research and development line and manufacturing line for high-resolution (2000 ppi) LCDs for microdisplays at B20, the sixth-generation LTPS-LCD line in Beijing. Qingdao and Ordos, the regional bases for LCD, are manufacturing modules and panels for high-speed LCDs.

Beijing is also preparing R&D and production lines for OLEDoS and LEDoS for high-end applications. The company plans to design its own Si backplane after relying on design houses. In Chongqing, it is responsible for the development and production of AMOLED panels for VR, and BMOT, an OLEDoS line in Kunming, is producing 12-inch and 8-inch OLEDoS. 

Chang Ho NOH, UBI Research Analyst(chnoh@ubiresearch.com)

UBI Research’s micro display report