A new era of LED display: AI Inside

In the development process of display technology, the industry has continued to evolve around core indicators such as resolution, color performance, brightness and contrast. With the rapid development of artificial intelligence technology, the role of display terminals is changing. It has gradually upgraded from a one-way information output device in the past to an intelligent terminal with perception and interaction capabilities.

Under this trend, the integration of AI and LED display is no longer a simple superposition, but a systematic reconstruction around terminal forms and application scenarios. An industry evolution path around "AI Inside" is taking shape.

1. AR glasses have become the "first visual portal" of AI

In this evolution path, AI is extending towards interactive methods that are closer to human perception. Because of its combination with visual, auditory and voice interaction links, AR glasses are gradually included in the human-computer interaction system and are regarded as an important AI terminal direction. From an industrial perspective, the continuous improvement of optical display and interaction capabilities also provides basic support for the implementation of related applications.

1. Smart glasses have become an important hardware form of AI agents

Around this trend, many companies regard AI glasses as an important next-generation terminal.

Shi Rui, co-founder of Guangna Siwei, believes that smart glasses are expected to become an important hardware carrier for AI agents because they are close to vision and voice interaction, and optical waveguides are the key to large-scale implementation. The company's SEEFab? production line has mass production capabilities. The latest optical waveguide achieves a transmittance of about 99% and continues to optimize in terms of light efficiency, contrast and uniformity.

Gudong Intelligent COO Cao Bingchen pointed out that AI glasses are the ideal form that is closest to ergonomics and daily use. With the improvement of large model capabilities, AI is moving from passive perception to active understanding of the world, and visual entrance is the key path. Introducing AI perception through the form of glasses can reduce users' burden, promote the coordinated development of the industry chain, and accelerate the large-scale implementation of AI glasses.

Yao Yuan, assistant to the general manager of Nanjing Xinshiyuan, proposed the integration concept of "AI+AR=AIR", believing that AI is responsible for cognitive abilities and AR is responsible for visual presentation. The combination of the two will promote AI to be integrated into daily life in a more natural and non-sense way.

Yao Yuan further pointed out: "There are currently two clear development paths for AR glasses. The first is the lightweight monochrome route, focusing on 'lightweight just-in-demand applications' such as AI-driven multi-modal interaction, real-time translation and health reminders, aiming to lower the user threshold and quickly open up a wider consumer market. The second is the full-featured color route, integrating new interactions technology and access to AI large models to expand diverse scenarios and gameplay, and at the same time prepare technical reserves for future AR all-in-one system transplantation. As an upstream CMOS design manufacturer, Xinshiyuan has launched multiple series of driver IC products to meet the technical needs of the above two paths, accurately empowering upstream and downstream partners, and help promote the coordinated development of the AR industry. "

However, there are still many hard challenges before the industry can truly achieve mass popularization.

Luxshare Precision R&D Director Xu Guojun pointed out that although AR glasses are an important platform for end-side AI, they still need to balance the contradictions between lightweight, battery life and performance in the process of moving towards the mass market. The current end-side AI capabilities are still in the stage of continuous improvement, and a truly widely attractive application experience has yet to be broken through.

Yin Chuanxue, co-founder of Yingmu Technology, believes that large AI models are promoting the accelerated development of smart glasses, but the industry still faces challenges such as weight, cost and computing power. Yingmu Technology proposed the idea of ​​​​"hardware subtraction + AI addition" to reduce end-side pressure with the help of device-cloud collaboration, control the weight of the entire machine within 50 grams, and optimize the cost structure to improve consumer-level usability.

2. Micro LED has become an important display technology direction for AI glasses

As AI glasses gradually develop towards real-time interaction, the importance of display technology has further increased. Among them, Micro LED is gradually becoming one of the important display solutions for AR/AI glasses due to its advantages such as high brightness, low power consumption, and small size.

From the perspective of market space, TrendForce estimates that with mature products from major manufacturers in place, global AR glasses shipments will reach 32.1 million units in 2030. The production challenges of Micro LED will be gradually overcome with supply chain investment, and it is expected to capture 67% of the light engine market share by then, becoming the core technology that promotes the prosperity of the AR industry.

In the process of accelerating the industrialization of Micro LED, the manufacturing process has become a key factor.

Qiu Yubin, senior deputy general manager of research at TrendForce Technology, pointed out that in order to cope with the future multi-million market, Micro LED bonding technology is accelerating its upgrade. Among them, the D2W2W solution is superior to the traditional D2D solution in terms of production efficiency because it can simultaneously solve wafer size mismatch, heterogeneous material combination and prior screening.

In addition to the manufacturing process, full color is also one of the important breakthrough directions of Micro LED.

Liu Yi, deputy general manager of Hongshi Intelligent New Market Development, introduced that the company will launch a new generation of color Micro LED opto-mechanical platform "Yunjin" in 2026, focusing on solving the problems of volume, brightness and power consumption, while improving display performance while further reducing weight to meet the needs of AI glasses for lightweight and long battery life.

2. LED large screens evolve in the direction of “space intelligence”

If AR glasses, as near-eye display devices, have reshaped the way of information perception at the personal level to a certain extent through microscopic and portable form; then, when the line of sight extends from personal terminals to broader commercial, conference and public spaces, the combination of AI and LED is promoting the evolution of a more scale-effective spatial interaction form.

In this process, the role of the screen is no longer limited to a one-way "viewing" window, but gradually has the ability to sense, respond and interact, evolving from a single information display carrier to a more systematic spatial information interaction interface.

1. The screen is being upgraded to an "AI employee"

Under this trend, the role of the screen first changes: from passive display to active service.

Professor Chai Jinxiang, CEO of Mofa Technology, believes that in the AI ​​era, screens are being upgraded from "display tools" to "AI screens". The essence is to install embodied intelligence into the screen, integrate large models and digital human capabilities, so that each screen has the ability to perceive, express, execute and service, achieve 24×7 online, low-cost operation and continuous evolution, and become an "AI employee" that can be deployed on a large scale.

Based on this direction, Mofa Technology has built a three-layer system of perception, cognition, and expression. Among them, the expression layer takes AI digital human and embodied driver as the core, and achieves low-latency and high-concurrency interaction through multi-modal large models and end-side rendering technology. Currently, its AI screens have been implemented in scenarios such as medical guidance, retail shopping guidance, hotel services, and industrial guidance.

2. AI+ light display is accelerating in conference scenes

As "AI screens" gradually enter service-oriented scenarios, their capabilities begin to extend to more complex spatial collaboration environments. Among them, in terms of conference scenarios, Unilumin Central Research Institute, a subsidiary of Unilumin Technology, has deployed LED AI interactive technology, Mont Blanc image quality AI engine technology, audio AI technology and other directions to build a relatively complete intelligent audio and video technology system.

According to Liu Yue, director of Unilumin Technology Solutions Department, the company has launched "Large Screen AI (Intelligent Brain + Digital Avatar Integrated Solution)", which enables the large LED screen to no longer only bear the display function, but also further has the capabilities of system scheduling, voice interaction, meeting explanation and minute generation. At the same time, by integrating AI cameras, AI microphones and LED AI all-in-one machines, the conference space is evolving from a "display space" to an "intelligent collaboration space", and the display system has begun to become the core hub of spatial intelligence.

3. Micro LED opens up a new space for spatial intelligent display

As the screen moves from "single device" to "spatial system", the underlying display technology is also undergoing structural changes simultaneously.

Qiu Yubin, senior deputy general manager of research at TrendForce, pointed out that the AI ​​era is driving structural changes in the display industry. Its core changes are mainly reflected in three aspects, namely from one-way output to two-way interaction, from flat display to environment integration, and from single vision to multi-modal and perception integration.

Based on the above three directions, the specific form of display technology can also be further outlined: at the form level, flexibility, special-shaped, invisible and transparent directions will become important development paths. This type of form has natural advantages in interactivity and environmental integration, and is also highly consistent with the current technological evolution direction of Micro LED.

Taking double-sided transparent applications as an example, Qiu Yubin pointed out that the core of the AI ​​era is communication. Double-sided displays can break the one-way flow of information and maximize interactive benefits. In recent years, Samsung, Leyard, Unilumin Technology, Lenovo, etc. have all demonstrated application scenarios of Micro LED double-sided transparent displays at various exhibitions. There are three development trends in Micro LED double-sided transparent display technology, including gradually enlarging the size of a single panel, evolving from a double-sided double-sided design to a single-sided double-sided design, and standardizing size.

3. The underlying logic of industry competition has changed, from hardware competition to algorithm drive

Looking at the gradual penetration of AI in AR glasses and LED large screens, we can see a relatively consistent trend: whether it is a near-eye display system that pursues extreme lightweight and integration, or a commercial display terminal that emphasizes spatial integration and immersive experience, its underlying hardware capabilities are constantly approaching the boundaries of current materials and process systems.

Against this background, the development logic of the industry has also begun to undergo subtle changes. The key variables that promote the continued evolution of LED display products are turning more to AI algorithm capabilities and ecological synergy. As a result, the focus of competition in the LED display industry has also shifted to a certain extent from a single hardware performance competition to a comprehensive competition pattern with intelligent capabilities and system ecology as the core.

1. From "fighting for parameters" to "fighting for AI ecosystem"

Wang Haixu, head of XR and education business of Shijue Guangxu, believes that the LED display industry is shifting from "fighting for parameters" to "fighting for AI capabilities and platform ecology", and integrated applications such as virtual production and AI+XR are becoming new development directions. Compared with simply competing for display effects in the past, the industry in the future will pay more attention to system synergy capabilities and the overall experience after combining AI and scenarios.

At the technical level, Xie Shaojia, R&D Director of Nationstar Optoelectronics' RGB Device Division, also pointed out that the introduction of AI is promoting the upgrade of LED display from a single information carrier to an "intelligent partner" with response and interaction capabilities. At the same time, the development of new packaging and display technologies such as MiP has also provided a more flexible hardware foundation and interactive support for AI applications.

2. Image quality has entered the "algorithm-driven" stage

In addition to interactive capabilities, another important change in the display industry is the change in image quality optimization logic.

As display hardware gradually approaches its limits in terms of brightness, lifespan, efficiency and other indicators, the focus of industry competition has begun to shift from "hardware stacking" to "algorithm optimization." Liu Yi, deputy general manager of Hongshi Intelligent New Market Development, believes that after hardware capabilities reach their limits, algorithms need to be relied upon to further release display performance, thereby improving the overall performance of the system.

This also means that in the past, image quality was mainly determined by hardware capabilities such as panels, chips and backlights, but now AI algorithms have begun to be deeply involved in the display optimization process, pushing the display industry to gradually enter the "algorithm-driven" stage.

TCL electronic system engineer/Ph.D. Ji Honglei further proposed that future display standards will fully integrate AI perception and algorithm capabilities, and the industry will enter the "AI picture quality era." This means that the core competitiveness of the display industry in the future will not only come from the hardware parameters themselves, but also from the comprehensive construction of AI algorithms, system collaboration and scene-based capabilities.

Summary

Overall, the development of AI has given LED displays a more advanced life form. In this revolution, micro-displays such as AR glasses use AI technology to accelerate the entry into the consumer market, while LED large screens rely on AI capabilities to begin to assume the role of a spatial intelligent interaction platform, promoting the display to move from seeing information to understanding information, participating in interactions, and executing services.

In the future display industry, the winners will no longer be manufacturers with stronger hardware capabilities, but smart scene builders who can understand information, participate in interactions, and provide services through algorithms and ecosystems. In this process, the competition logic of the industry is also shifting from a single competition centered on hardware parameters to a comprehensive competition composed of AI capabilities, algorithm systems and scene ecology.

Note: "AI Inside" concept description

The term "AI Inside" comes from Intel's classic "Intel Inside" marketing concept. "Intel Inside" was originally used to emphasize that computer products are equipped with Intel processors inside, as a core endorsement of performance and quality.

When this concept settled in the field of "AI + LED display", "AI Inside" further evolved into a technical architecture expression, which means that the LED display system has deeply integrated artificial intelligence capabilities, including AI algorithms, AI chips, and perception and interaction modules, making AI the core "kernel" that drives the operation and evolution of the display system.

In short, the core value of future display terminals will be defined by the "intelligent brain" built by AI. (Text: LEDinside Mia)

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