TrendForce projects weak consumer demand and AI capex crowding-out in 2026 will
push Micro LED firms to reallocate toward commercially viable applications. In
displays, vendors are pursuing modularization and supply‑chain integration to
lower adoption barriers and target higher‑margin, interactive segments;
non‑display moves include Micro LED CPO optical interconnects targeting AI
infrastructure. TrendForce says Micro LED is expanding from traditional displays
into smart wearables, smart cockpits, AR and AI compute infrastructure, and
estimates combined output value for Micro LED display modules and Micro LED CPO
modules could reach $5.308 bln by 2030.
