Omdia: Micro LED Display Revenue to Double to $105 Million in 2026 Driven by Near-Eye Smart Watch and Public Display Applications | TTGT Stock News

LONDON--(BUSINESS WIRE)--Micro LED display revenue is projected to grow 100% year-over-year (YoY), increasing from $52.4 million in 2025 to $105.4 million in 2026, according to the Omdia Micro LED Display Market Tracker. While Micro LED displays for public display, ultra-large TVs, smart watches, and smart glasses remain limited, rapidly maturing manufacturing capabilities and new product adoption are expected to drive significant shipment and revenue growth in the near term.Figure 1: Micro LED display revenue forecast by applicationsUntil recently, large-scale commercialization faced significant hurdles, including variability in electro-optical characteristics, limitations in mass transfer technologies, backplane yield challenges and, most crucially, high manufacturing cost. By addressing these challenges, display manufacturers have now begun mass production for Micro LED TVs, public displays and smart watches.The rapid growth of LEDoS (Micro LED on Silicon), a field previously difficult for existing display manufacturers to enter, is particularly noteworthy. LEDoS enables ultra-small displays by electrically integrating micro LED chips, each just a few nanometers wide, onto a semiconductor substrate. As a result, LEDoS manufacturing is often more closely aligned with semiconductor processes than conventional panel manufacturers.A typical LEDoS display may feature a diagonal length of 0.1 to 0.2 inches and a resolution in the range of 4000 to 6000 pixels per inch (PPI), making it well suited to AR, VR, MR, and near-eye display applications. More global brands are expanding AI services through smart glasses and plan to adopt LEDoS as their wearable display solution, as it offers greater brightness and higher resolution than LCoS or OLEDoS.Jerry Kang, Practice Leader, OLED, Flexible, Micro LED and Emerging Technology, at Omdia, said: “The method of mass-transferring tens or even millions of Micro LED chips, depending on size and resolution, differs significantly from the methods used by existing panel manufacturers to inject liquid crystals or pattern OLEDs. Furthermore, designing, procuring, transferring, and modularizing micro LED chips of varying specifications based on the final product specifications requires significant resources.From Omdia’s perspectives, micro LED display are best positioned to grow first in specialized application markets where competing technologies cannot meet performance requirements. These include ultra-large displays with low PPI (high transfer frequency but relatively low precision), ultra-small displays with high PPI (high precision but relatively low transfer frequency), automotive displays requiring exceptionally high brightness (for improved outdoor visibility versus LCD/OLED), transparent displays that require both high brightness and a high aperture ratio, and stretchable displays that conform to uneven surfaces. We expect these innovative applications to be the key drivers of micro LED display adoption going forward.”Looking ahead, Omdia projects micro LED display revenue will grow roughly twofold from $52.4 million in 2025 to $105.4 million in 2026, and reach approximately $6.8 billion by 2032, representing around 4.4% of the total flat panel display market.ABOUT OMDIAOmdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.View source version on businesswire.com: https://www.businesswire.com/news/home/20260219980076/en/Fasiha Khan: fasiha.khan@omdia.comEric Thoo: eric.thoo@omdia.comSource: Omdia