Yole: microLED market splits into three segments

Yole analysts split microLED into three families: large TFT displays, silicon-based AR microdisplays, and optical interconnects in AI data centers. AR microLED display engines are forecast to reach about $2.5 billion by 2031 at a 121% CAGR, while microLED links for AI could hit $800 million.

• AR microLED display engines: ~$2.5B by 2031, 121% CAGR in 2025-2031
• MicroLED links for AI data centers: $800M by 2031
• MicroLED-on-TFT panel market: only $244M by 2031
• CPO optical engine revenue to exceed $112B by 2031