TIC 2025: Tianma Unveils Dual Micro LED Roadmap Targeting AR, Automotive, and IT

At the 2025 Tianma Microelectronics Global Innovation Conference (TIC 2025) held on November 18, Tianma garnered attention from the industry by unveiling its Micro LED technology roadmap and future strategy. The presentation began by emphasizing that Micro LED has passed the technology verification stage and entered a full-fledged growth phase. Tianma explained that Micro LED’s unique values ​​of high resolution, high brightness, and low power consumption are precisely aligned with the demands of major application fields such as AR and MR, automotive, IT, and TV, and are emerging as a key axis driving industrial change. In particular, Tianma clearly presented the future product development direction by presenting a two-track roadmap: completing a mass production platform based on high-speed laser transfer by 2025, and then simultaneously expanding ultra-high PPI AR Micro LED and mid- to large-sized IT and automotive panels.

Tianma highlighted its rapid internalization of the entire value chain, encompassing chip, transfer, panel, and calibration technologies, as a key strength. According to the announcement, Micro LED chip sizes have been reduced from 20μm to less than 5μm, and efficiency has improved to 65-90%. At the module level, Demura-based ultra-high uniformity correction technology has secured screen uniformity of over 99%. A high-speed, large-area transfer platform has been established, laying the technological foundation for precise placement of millions of chips. Furthermore, chip-on-glass-based pixel repair technology supports its yield maximization strategy.

In terms of manufacturing structure, Tianma announced a hybrid roadmap that utilizes three manufacturing strategies: RGB precision transfer, bump structures, and QD color conversion, tailored to each application. RGB is optimized for large-scale, high-resolution panels for IT applications, while the blue single-chip-based QD color conversion method, with its high yield and simplified process, is emerging as a key solution for ultra-high PPI displays for AR and MR. Tianma predicts that ultra-high-resolution Micro LEDs focused on AR and MR, and mid- to large-sized panels focused on automotive and IT, will become the two pillars of the future Micro LED market, and announced that it will continue to strengthen its “dual strategy” to secure competitiveness in both markets.

The Micro LED products on display at TIC 2025 were a symbolic demonstration of Tianma’s technological maturity. The 108-inch 4K “Borderless Giant Screen” in particular attracted great attention. This screen, realized through a combination of Full Laser Mass Transfer (FLM) and Seamless Splicing technologies, has virtually invisible seams of less than 20μm. With a maximum brightness of 1,500 nits, a reflectivity of less than 2%, and a contrast ratio of 1,000,000:1, it demonstrated that Micro LED technology can achieve OLED-level picture quality while also offering higher brightness and durability than LCD. It is evaluated as a representative example that shows the potential of Micro LED in various fields such as large commercial spaces, high-end home cinema, and professional video environments.

UBI Research Vice President Changwook Han evaluated this conference, saying, “What is particularly impressive is that Tianma is rapidly internalizing the entire Micro LED process technology.” He analyzed that in the Micro LED market, which is being reorganized into two axes of ultra-high-resolution AR/MR and medium- to large-sized IT/vehicle displays, Tianma is establishing a technological foundation that can compete in both areas. He also said, “The 108-inch borderless screen on display this time is a symbolic result that shows that Tianma has moved beyond the R&D stage and entered the actual product implementation stage,” and predicted that the completion of the entire process, yield, and large-area technology to secure future mass production competitiveness will be a significant inflection point in the global Micro LED market.

Changwook Han, Executive Vice President/Analyst at UBI Research (cwhan@ubiresearch.com)

2025 Micro-LED Display Industry and Technology Trends Report