Can someone who is an expert on the topic comment about if the statement regarding AI is true and if so then by how much (and how big/small of a problem it is), or if the Company is suggesting it out of pure hype of AI mania.
> Market research firm Omdia projects that the micro LED display market revenue will grow from $10.54 million this year to approximately $6.8 billion by 2032, particularly in applications for smart glasses and ultra-small displays.
> The WICOP technology involves directly mounting LED chips onto substrates without separate wires or packaging. Seoul Semiconductor and Seoul Biosys have been developing ultraviolet (UV), blue, green, red, and infrared (IR) micro LEDs based on this technology, and have now expanded its application to include white light.
Fascinating results nonetheless even discounting AI use. Having half the price is insane, also 10.54 million seems incredibly small and 6.8 Billion is a little insane. Kinda wild to see such massive growth expected in such short amount of time.
> if the Company is suggesting it out of pure hype of AI mania.
IMHO, this is pretty transparently r&d for better? data transmission attached to the trend of the day that does a lot of data transmission. Where better is higher bandwidth, lower cost, etc.
AI is the current trendy thing, but better data transmission will always have applications.
Looks like the innovation here is the multi-wavelength LED, some kind of multiple-quantum-well thing maybe?
kkaske•42m ago