Hot topics of the week: Samsung home appliances withdraw from the Chinese market; TCL CSOT, Hisense and others tackle MLED

This week, the LED industry is experiencing major events. Samsung announced a number of adjustments, stopping the sale of TVs, monitors and other home appliances in China, and announced adjustments to its Micro LED TV manufacturing business. In addition, TCL Huaxing, Qianzhao Optoelectronics, Hisense, AUO and other industry giants have also reported the latest developments, all related to Mini/Micro LED technology, involving applications such as optical communications, micro displays, and vehicle-mounted displays. For details, please see below.

[Hot News]

Samsung announced it would stop selling TVs, monitors and other home appliances in China

On May 6, Samsung Electronics announced it would stop selling TVs, monitors, large commercial monitors, air conditioners, refrigerators, washing machines, clothes dryers, all-in-one washers and dryers, clothes care machines, speakers, projectors, vacuum cleaners, air purifiers and other household appliances in the Chinese market.

Samsung Electronics adjusts Micro LED TV manufacturing business

According to news on May 5, Samsung Electronics is making phased adjustments to its Micro LED TV manufacturing business, with the overall direction focusing more on the balance between profitability and product popularity. Since the manufacturing process of Micro LED is still relatively complex and the cost is high, the company is optimizing the layout of related products based on the market environment and operating efficiency.

MLED PH2 equipment moved into TCL CSOT Suzhou base

On May 8, TCL CSOT announced that the Suzhou base has completed the overall move-in and placement of the core process equipment of the MLED PH2 project. It is reported that after the project reaches full production, the monthly production capacity of COB direct display products will be increased from 6K to 12K.

Qianzhao and Stan Technology have reached a cooperation to develop automotive Micro LED

On May 7, Stan Technology announced that its subsidiary Stan Semiconductor and Qianzhao Optoelectronics officially signed a strategic cooperation agreement. In this cooperation, the two parties will collaborate around core links such as Micro LED epitaxy, light-emitting chips and CMOS driver chips to further improve the supporting capabilities of the industry chain and accelerate the industrialization process of automotive Micro LED technology.

With an investment of 2.433 billion yuan, India plans to build the first Micro LED mass production line

On May 8, the Indian government approved the new semiconductor company Crystal Matrix to establish a comprehensive production base in Dholera, Gujarat, focusing on Micro The total investment in LED research and development and large-scale mass production is expected to reach US$336 million (equivalent to approximately RMB 2.433 billion). The Indian government stated that this project is India’s first Micro LED mass production line.

CoreView Semiconductor completed a 150 million yuan B+ round of financing, increasing its silicon-based micro-display and production capacity layout

According to news on May 6, Xinshi Semiconductor completed a 150 million yuan B+ round of financing. On the one hand, the company plans to increase investment in research and development, expand the technical team, and improve customized development and product delivery capabilities; on the other hand, it will promote the construction and expansion of production lines to improve large-scale production capabilities and supply stability. At the same time, we will continue to lay out cutting-edge technologies related to silicon-based microdisplays to enhance long-term technical reserves.

[Optical Communication]

Winning an order of US$15 million, Kopin enters Micro LED optical interconnection

On May 8, it was reported that Kopin, an American microdisplay technology company, announced that it had reached a strategic cooperation agreement with Fabric.AI, a fabless semiconductor company. The two parties will jointly develop optical interconnect solutions based on Micro LED technology to solve the data transmission problem between graphics processing units (GPUs) and high-performance processors in AI data centers. Currently, Fabric.AI has paid a purchase order of US$15 million (approximately 108.6 million yuan) to Kopin.

Demand in the optical communications market is increasing, and Veeco has received over US$250 million in equipment orders

On May 5, semiconductor process equipment manufacturer Veeco announced that benefiting from the growth in demand for optical modules, the company has received new equipment orders totaling more than US$250 million (approximately RMB 1.81 billion) from multiple customers for the production and manufacturing of indium phosphide lasers.

AUO: The optical communications business has achieved a breakthrough, and CPO has entered the system-level introduction and testing stage

According to news on May 6, AUO has made new progress in the optical communications field. Chairman Peng Shuanglang said that the group has a relatively complete layout in terms of optical communication modules (CPO) required for AI infrastructure. It has currently carried out system-level introduction tests with international AI and optical communication manufacturers, and is expected to gradually promote commercialization within 2 to 3 years.

[New products and new technologies]

Hisense releases RGB-Mini LED display UX, expected to be launched globally in September

On May 8, Hisense released the 3A original RGB-Mini LED display UX, which features 100% BT.2020 native color gamut and 108bits ultimate color control accuracy, with color purity as high as 100%. In addition, Hisense simultaneously launched three 27-inch Mini LED displays at the press conference, namely: the industry's first 5K 0OD Mini LED display GX Ultra, and the new Mini LED G7 Ultra (2304 partition) and G7 Pro (1152 partition) series for 3A players.

VueReal displays Micro LED solar watch prototype

On May 5, at the SID 2026 exhibition, VueReal demonstrated its latest EcoVue smart watch display prototype, which uses a 1.9-inch Micro LED panel with a resolution of 410×502 and an integrated solar energy collection module to improve the battery life of the device. The display adopts RGBG pixel architecture and meets the low power consumption and high integration design requirements of wearable devices.

TCL Huaxing demonstrated a 0.28-inch monolithic full-color silicon-based Micro LED display

On May 5, at the SID 2026 exhibition, TCL Huaxing demonstrated a monolithic full-color silicon-based Micro LED display. The panel is based on a silicon substrate and uses monolithic full-color Micro LED integration technology to achieve a resolution of 1280×720 and 5131 in a size of 0.28 inches. PPI pixel density.

Samsung Display released a Micro LED car-mounted "Stretchable 2.0" display

On May 5, at the SID 2026 exhibition, Samsung Display released a car-mounted "Stretchable 2.0" display with a pixel density of 200 PPI. This Micro LED-based stretchable product features a speedometer screen that stretches or deforms depending on driving conditions, providing drivers with intuitive visual information while keeping text and graphics clear. (Compiled by LEDinside)

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