Hot topics of the week: MicroLED TV, optical communications, and microdisplay

This week, the LED industry continues to focus on Micro LED. Ledman Optoelectronics released a new 135-inch Micro LED home giant screen, reducing the price of Micro LED home giant screens to 169,999 yuan; Fucai and NIMO previewed the latest Micro LED optical communication solutions and Micro LED AR glasses products. On the industrial equipment side, Xinyichang announced the delivery of the company's first batch of TFT glass-based Micro LED equipment.

The development of Micro LED continues, and the era of large-scale application seems to be getting closer and closer. See below for details.

[New Products and New Technologies]

Reduced to 169,999 yuan, Ledman Optoelectronics releases a new 135-inch Micro LED home giant screen

On April 2, Ledman Optoelectronics officially released its new home giant screen products - Micro LED home giant curtain walls LV 135 MAX Enjoy Edition and LV163 MAX Enjoy Edition. The official pricing of the two models was announced simultaneously: the LV 135 MAX Enjoyment Edition is priced at 169,999 yuan, and the LV163 MAX Enjoyment Edition is priced at 189,999 yuan.

Fucai, AU Optronics, and Dingyuan jointly exhibit Micro LED optical communication results

On April 1, Fucai announced that it will display the technical results of Micro LED applied to AI high-speed optical communication at the Touch Taiwan 2026 exhibition. The solution uses Fucai Micro LED light source and Dingyuan Micro PD, integrated into AUO's CPO module. It is mainly aimed at short-distance high-speed transmission scenarios within 10 meters of the data center, and is suitable for co-sealed CPO and active optical cable high-speed interconnection.

NIMO is about to release Micro LED myopia glasses

On March 30, smart glasses brand NIMO released an official notice that its first AI glasses will be officially launched. The product’s selling point is “daily wearable myopia glasses + AI smart display”. The display end of the glasses is equipped with a 2.5μm Micro LED panel and volume holographic waveguide technology to achieve a single-eye, single-green display, with the image only visible to the wearer.

[Selected Events]

Xinyichang delivered the first batch of TFT glass-based Micro LED equipment

On April 1, Xinyichang announced the delivery of the company’s first batch of TFT glass-based Micro LED equipment. It is worth mentioning that on December 16, 2025, Xinyichang and Chenxian Optoelectronics signed a strategic cooperation framework agreement. The two parties will focus on technological research on the mass transfer process of glass-based Micro LED chips, and jointly promote the application of this technology in commercial displays, vehicle-mounted displays and other fields.

Micro LED micro-display company Yanshan Technology completed Series A financing

According to news on April 2, Micro LED micro-display company Yanshan Technology completed Series A financing. The financing funds will be mainly used for product iteration of the 8-inch silicon-based gallium nitride mass production line, solving the mass production bottleneck problem in the Micro LED industry and promoting the commercial delivery process. At the same time, the company will also increase investment in the research and development of next-generation high-performance products, further consolidate its technological advantages, and accelerate the dual-track industrial development of direct display and micro display.

XREAL launches Hong Kong IPO

On April 1, consumer AR glasses manufacturer XREAL officially submitted a prospectus to the Hong Kong Stock Exchange. XREAL plans to use the funds raised through this Hong Kong Stock Exchange IPO for continued R&D investment, global brand building and sales network strengthening, building new self-operated production lines and upgrading existing production infrastructure, internal system deployment upgrades, working capital and general corporate purposes.

Suppliers Zhaochi and BOE, Mini LED related companies listed on GEM

On April 1, Huigu New Materials officially landed on the GEM of the Shenzhen Stock Exchange. The total amount of funds raised by the company is approximately 900 million yuan, which will be used for Qingyuan's 130,000-ton annual environmentally friendly coating and resin expansion project, R&D center construction, production line technological transformation and additional working capital. In the electronics field, Huigu New Materials' optoelectronic coating materials have been successfully introduced to direct customers such as Jufei Optoelectronics, Zhaochi, BOE, and TCL, as well as downstream customers such as Samsung, ams Osram, and Philips.

With a total investment of 200 million yuan, the Hongjing Semiconductor Headquarters Base Project will be put into production within the year

According to news on April 3, the total investment in the Hongjing Semiconductor Headquarters Base Project reached 200 million yuan. The project focuses on the R&D and production of LED packaging and semiconductor packaging and testing products. The construction has progressed rapidly since the start of construction in May 2025, and more than 85% of the total project volume has been completed. The on-site construction has entered the indoor decoration stage and is planned to be officially completed and put into production in 2026. By then, the local semiconductor industry chain will be further improved.

With a total investment of 250 million yuan, the construction of the Guoying Optoelectronics headquarters project has come to an end

According to news on April 3, the construction of the Guoying Optoelectronics headquarters project has come to an end. The project, with a total investment of 250 million yuan, mainly builds a R&D and manufacturing headquarters for LED series products. Its business scope covers the entire chain of R&D, manufacturing, sales, import and export. At present, the progress of the project has also exceeded 85%, and it is steadily moving towards the goal of being put into production within the year. It is estimated that the total annual output value of the project after reaching full production can reach 300 million yuan.

[LED Performance]

This week, 12 LED-related companies announced their 2025 performance reports. Among them, 9 companies including Absen, Hisense Video, China Microelectronics, TCL Technology, BOE, TCL Electronics, Qianzhao Optoelectronics, Feile Audio, and Jucan Optoelectronics achieved year-on-year growth in net profit attributable to the parent company.