Katarzyna Petru
The latest report from Counterpoint Research brings very optimistic news for fans of MicroLED technology. In 2025, total revenue from MicroLED displays is expected to increase by 150% year on year. This is a huge surprise, considering that just two years ago the industry was shaken to its core by Apple's decision to scrap plans for mass production of these panels.
AR Glasses and Garmin Kings of 2025
Last year was primarily dominated by smaller screens. A whopping 58% of all revenue from this technology was generated by the smart AR glasses segment. This is where MicroLED truly excels, providing the brightness needed to operate in full sunlight while maintaining miniature sizes. An important milestone was also the debut of the Garmin fēnix 8 Pro smartwatch. It is the world's first smartwatch with a MicroLED display, proving that this technology has finally "matured" for commercial products that we can simply buy in stores.
Samsung vs. TCL and Hisense
In the MicroLED television segment, it remains a premium technology that cannot yet compete with OLED or LCD in terms of price. However, the report indicates an important change: Samsung, which has been almost the sole player in this league for years, now faces strong competition from TCL and Hisense. Analysts predict that this rivalry will slowly begin to push prices down, although MicroLEDs will still remain in a price range inaccessible to the average consumer.
What awaits MicroRGB technology in 2026?
The forecasts for this year are clear: the TV segment is set to take the largest share of revenues from MicroLED. It is these gigantic screens, which we mentioned earlier, that are expected to become the main driver of profits. Additionally, this technology will start appearing in cars (projected 2% market share) – we will see ultrabright Head-Up displays and transparent panels, which are far more durable and brighter than those made with OLED technology.
Source: Counterpoint Research
