AR/VR headsets driven MicroLED and MicroOLED: Market, tech-trends and supplier-base

There is a buzz in media that Apple wanted replace iPhone with wearable Apple Vision Pro.  This new human-machine interface trend of moving to AR/VR headset is driving the display industry toward new tech called MicroLED display.  MicroLED and MicroOLED technologies are important part of emerging augmented reality (AR), virtual reality (VR), and consumer electronics market. Apple’s Vision Pro, launched in February 2024, thrust MicroOLED into the mainstream, while MicroLED continues to gain traction in applications requiring high brightness and durability. This article provides basic details on market dynamics, cutting-edge advancements, and supplier landscapes for both technologies, highlighting their complementary roles and competitive edges as of April 2025.

Pic: MicroOLED

Market Overview:

XR devices, including AR smart glasses and VR headsets, are expected to grow over the next five years. ABI Research estimates more than 80 million shipments by 2030 across these categories. The newest device type included in this forecast is the “no-display smart glass”, often called...