Hot topics of the week: BOE and AUO accelerate Micro LED optical communication layout

This week, the LED industry is turbulent. Under the cross-border wave of "optical communications", giants such as BOE and AU Optronics have joined hands with international pioneers to accelerate the expansion of Micro LED into the fields of optical interconnection and smart terminals. The capital market is also hot. Nationstar Optoelectronics has been approved for the scheduled increase, Thunderbird Innovation and AoShi Technology have successively obtained heavy financing, injecting a boost into the industrialization of automotive, AR and new lithography.

At the same time, Huike and other major tens of billions of projects are facing intensive capping, and production capacity is ready to go. The following is a panoramic review of hot spots in the LED industry.

[Optical Communication]

Focusing on optical interconnection and other businesses, BOE and Corning signed a memorandum of cooperation

On May 20, BOE announced that the company has signed a memorandum of cooperation with Corning Incorporated. The two parties will carry out comprehensive and in-depth cooperation in multiple frontier fields such as optical interconnection, glass-based packaging carriers, foldable glass, perovskite glass substrates, etc., to explore new opportunities in the field of next-generation consumer electronics forms and computing technology.

AU Optronics and Aledia have reached a cooperation to jointly develop Micro LED display, optical communication and other technologies

On May 21, AU Optronics and Aledia, a French Micro LED technology company, announced a strategic partnership. The two parties will combine their respective advantages in technology and manufacturing to jointly develop a new generation of Micro LED display technology that combines high brightness, low power consumption and high resolution. In the future, cooperation will be further extended to emerging application areas such as short-distance optical communications and AR glasses.

Fabric.AI plans to demonstrate Micro LED optical interconnection platform by the end of 2026

According to news on May 20, Fabric.AI, an American artificial intelligence infrastructure company, announced that it will demonstrate its flagship Micro LED optical interconnect platform by the end of 2026. It is reported that Fabric.AI’s core product Neural I/o is an optical interconnect platform based on Micro LED, jointly developed by Fabric.AI and micro-display company Kopin. The platform is designed to solve increasingly prominent bottlenecks in AI infrastructure, including data transmission efficiency issues between GPUs, accelerators, storage systems and servers within the data center.

[Hot News]

Nationstar Optoelectronics was approved to raise 970 million yuan, focusing on the deployment of smart vehicle and display modules

On May 18, Nationstar Optoelectronics announced that the company was officially approved by the China Securities Regulatory Commission to issue shares to specific targets. The company plans to raise no more than 981 million yuan, and all the raised funds will be used for ultra-high-definition display Mini/Micro LED and display module product production and construction projects, photoelectric sensing and smart health device industrialization construction projects, smart home display and Mini backlight module construction projects, smart vehicle device and application construction projects, Nationstar Optoelectronics R&D laboratory projects, and supplementary working capital.

Thunderbird Innovation received additional financing, accelerating the launch of Micro LED glasses

Recently, AR glasses company Thunderbird Innovation completed a new round of financing. This round of financing was jointly participated by Jiantou Investment, Puxin Capital, Jinyu Bogor, YOFC Fund and other institutions. At the same time, on May 18, the company's registered capital increased from RMB 151.269 million to RMB 171.6904 million.

AoShi Technology completed over 100 million yuan in Series B financing, accelerating the industrialization of Micro OLED/LED new photolithography process

According to news on May 22, recently, China’s new patterned lithography company AoShi Technology announced the completion of Series B financing of over 100 million yuan. This round of financing was jointly invested by a number of strategic investors and well-known industrial funds. The funds raised will be used primarily to build a K2 factory capable of processing 60,000 12-inch wafers per year and accelerate the industrialization of new patterning processes in the fields of Micro OLED (silicon-based OLED) and Micro LED.

The global LED stadium lighting market will grow to US$1.451 billion in 2030

According to the latest research from TrendForce, the global LED stadium lighting market is ushering in a new round of growth. With the subsequent hosting of large-scale sports events such as the 2028 Los Angeles Olympics and the 2030 Centenary World Cup, it is expected that the LED sports lighting market will continue to grow. TrendForce predicts that the global LED stadium lighting market will grow to US$1.451 billion in 2030, with growth momentum much higher than that of the LED general lighting market.

[LED Project News]

The main factory building of Huike in Mianyang, Sichuan is capped

News from Sichuan Mianyang Industrial Park shows that on May 20, the main factory building of Mianyang Huike project in the new display industrial park completed the concrete structure capping, which was completed ahead of schedule. It is understood that the Mianyang Huike Mini LED project is located in the east area of ​​Sichuan Mianyang Industrial Park in Fucheng District. The total investment in the first phase is 5 billion yuan. It plans to build 12 backlight module production lines and 8 direct display module production lines. After it is put into operation, the annual output value is expected to be 7 billion yuan.

Sichuan Nanchong M-LED chip factory has entered the capping stage

On May 20, the major industrial supporting infrastructure construction project in Nanchong High-tech Zone, Sichuan made new progress, and the main chip factory has entered the capping stage. In May 2025, Huike signed a 10 billion yuan full-color M-LED chip base project with Shunqing District, Nanchong, Sichuan, with a planned monthly production capacity of 1 million pieces. The first phase of 150,000 pieces of production capacity will help Nanchong develop the display chip industry. The project officially started on October 13 of the same year.

Zhejiang Xihangyi Electronics LED display project was put into operation

On May 21, "Chun'an released" news that Zhejiang Xihangyi Electronics and other smart manufacturing projects will be put into operation this year. Among them, the Zhejiang Xihangyi Electronics Project has a total investment of 150 million yuan. It is also located in the Pingshan area and has built a production workshop of approximately 8,000 square meters. It mainly produces LED display modules, LED displays, LED light sources and other products. The project equipment investment exceeds 100 million yuan and is equipped with intelligent production lines. After reaching full capacity, the annual output value is expected to exceed 160 million yuan. (Compiled by LEDinside)

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