LEDinside . TrendForce集邦咨询旗下光电研究处。研究领域包括MicroLED、MiniLED、照明、显示屏、紫外线（UV LED）、红外线 (IR LED/VCSEL)、化合物半导体等，提供以上各领域的产业研究报告及资讯。 12月4日，AUO友达光电在苏州厂举办了"智驱未来，共荣成长2025智慧友达展"，集中展示了其 在人工智能驱动下的智能制造升级、绿色转型以及产业共创成果。在当前显示行业加速数字化转 型、绿色可持续发展成为重要趋势的背景下，友达的转型成果引起业内的广泛关注。 显示业务占比将逐步缩减至50%以内 随着全球半导体显示技术格局与市场竞争格局的改变，以及汽车等产业供应链价值链的变革，全球 面板厂商陆续调整发展战略，通过横向扩张或纵向延伸的方式走上差异化转型之路，拓宽公司利润 增长点。 以友达为例，其对内调整及优化产品结构，对外并购汽车零部件等厂商延伸业务范围，逐渐形 成"显示科技（Display）、智能出行（Mobility Solution s ）、垂直场域（Vertical Solution s ）"三支柱的完整产业布局，从单一的显示面板制造商向垂直一体化解决方案服务商转型。 ...

Core Viewpoint - Shenzhen Lehman Optoelectronics has successfully established overseas patent layouts for its Micro LED pixel engine technology, which enhances display resolution while reducing costs, thereby increasing market acceptance of Micro LED products [1][2] Group 1: Patent and Legal Actions - The company initiated overseas patent layouts for its Micro LED pixel engine technology five years ago, securing invention patent authorizations in Japan, Australia, and Canada, with ongoing efforts in other countries [1] - The company is preparing to initiate international litigation against certain competitors for patent infringement in key overseas markets [1] Group 2: Technological Innovations - The Micro LED pixel engine technology, launched in 2020, features disruptive innovations in pixel arrangement and AI algorithms, addressing the cost and resolution challenges in Micro LED displays [1] - Utilizing this technology, the number of light-emitting chips required can be increased by one-third, theoretically enhancing resolution by up to four times, which significantly reduces the cost of 4K Micro LED displays to one-third of existing technologies [2] Group 3: Competitive Advantage - The company has accumulated hundreds of patents related to various aspects of Micro LED display products, including structure, packaging, substrate, pixel arrangement, control, and interaction, which enhances the technological content of its ultra-high-definition displays [2] - These advancements contribute to the company's core competitiveness and support its high-quality development [2]

Core Viewpoint - Lehman Optoelectronics has initiated international patent applications for its Micro LED pixel engine technology, which has already received patents in Japan, Australia, and Canada, while also preparing for international litigation against patent infringements by competitors [1][2] Group 1: Technology and Innovation - The Micro LED pixel engine technology was first introduced by Lehman Optoelectronics in 2020, featuring disruptive innovations in pixel arrangement and AI algorithms, which effectively address the cost reduction and resolution enhancement challenges in Micro LED displays [1] - The technology has been recognized with the "2021 ISLE Annual Technology Achievement Award" and is widely applied in various COB display products from the company [1] - By utilizing the Micro LED pixel engine technology, the number of light-emitting chips required can be increased by one-third, theoretically enhancing resolution by up to four times, which implies that the cost of light-emitting chips for 4K Micro LED displays could be reduced to one-third of existing technologies [1] Group 2: Patent and Market Position - The company invests significant resources annually in the development of LED display technology and has accumulated hundreds of patents related to LED products, covering various aspects such as structure, packaging, substrate, pixel arrangement, control, and interaction [2] - With over twenty years of experience in LED integration packaging technology, display design, and intelligent control technology, the company has established a solid technological barrier through mastery of core processes like COB and pixel engine COB [2] - The company has developed a COB product ecosystem that caters to specialized, commercial, and household applications, addressing diverse customer needs and establishing a competitive advantage in the small-pitch display sector [2]

Group 1: Core Insights - Micro LED technology is focusing on optimizing manufacturing costs and exploring niche markets, with an estimated chip output value of $740 million by 2029 and a compound annual growth rate (CAGR) of 93% from 2024 to 2029 [1] Group 2: Large Display Cost Improvements - The current output value of Micro LED displays is primarily driven by large displays, with Samsung leading the market. Future development relies on key process breakthroughs and collaboration among Chinese chip manufacturers to enhance cost advantages [3] - The industry standard for Micro LED large displays is a resolution of 4K and above, with a current commercial pitch of 0.5mm. Continuous miniaturization and overcoming challenges related to low yield and seams are essential for differentiation from Mini LED products [3] Group 3: Transparent Display Development - Micro LED shows significant potential in transparent display applications, which can be categorized into direct display and micro-projection systems. The technology is ideal for high brightness and high transparency, making it suitable for public viewing scenarios [4] - The urgent need for the Micro LED industry is to expand market size for economic benefits, with non-display applications becoming a crucial avenue for growth. These applications include light communication, biotechnology in healthcare, and industrial production technologies like 3D printing [4]