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2026-09-16 14:08:10
【TrendForce: Micro LED Shifts to High Value-Added Applications and CPO Optical Interconnects, Estimated Module Value to Reach US$5.308 Billion by 2030】 (1) According to TrendForce, in 2026, due to sluggish consumer market demand and the crowding-out effect of AI capital expenditure, Micro LED companies will shift their resources to applications with clear commercial potential. (2) In terms of display applications, in addition to reducing the entry barrier as much as possible through modularization and supply chain integration, they are also developing towards highly interactive and high value-added fields. (3) In non-display applications, Micro LED is further expanding into the CPO optical interconnect field, attempting to gain a foothold in AI infrastructure. (4) Overall, Micro LED is gradually breaking away from the single framework of traditional display technology and developing towards cross-domain technology that connects smart wearables, smart cockpits, AR and AI computing infrastructure, and is continuously expanding market momentum through gradual penetration. (5) It is estimated that the total output value of Micro LED display application modules and Micro LED CPO modules will reach US$5.308 billion by 2030.
