The industrialization of glass-based Micro LEDs accelerates, and Yuanxu Semiconductor achieves doubl

In the process of promoting Micro LED industrialization, substrate selection has always been a core bottleneck restricting the development of the industry, directly determining the balance of product performance, production costs and production yield. It is also a key area for companies in the industry to focus on. In the past two years, glass substrates have gradually stood out due to their inherent advantages in flatness, thermal conductivity, TFT driver integration, etc., becoming a key starting point for solving the problem of large-scale mass production of Micro LEDs and promoting the industry to mature, attracting many leading companies. Companies have laid out one after another to promote the rapid heating of the glass-based Micro LED track.

With the continuous deepening of technology research and development, the continuous growth of the industry's technology camp, and the accelerated layout and resource tilt of leading companies, in 2025, the glass-based Micro LED field has officially entered a critical stage of two-way efforts to tackle technology and expand production capacity. The industry development has shown a good trend of multi-point breakthroughs and steady progress. The performance of domestic companies on this track is particularly eye-catching. Among them, Yuanxu Semiconductor has achieved all-round breakthroughs in technology, products and production capacity. Become the core benchmark for the development of domestic glass-based Micro LED industry.

In 2025, Yuanxu Semiconductor will continue to deepen its efforts in the glass-based Micro LED track and deliver outstanding results, achieving triple leaps in technological breakthroughs, product implementation and production capacity release. At the technical and product level, Yuanxu Semiconductor officially launched the self-developed MOG(Micro-LED on Glass) core technology, and successfully unveiled the world's first mass-produced glass-based pixel-level integrated package Micro LED display. The implementation of this achievement not only marks my country's key leap from following to leading in the field of new display technology, but also heralds the beginning of a new era in the high-end display market.

According to reports, Yuanxu Semiconductor's MOG technology adopts an innovative glass-based pixel-level integrated packaging solution to directly integrate RGB pixels on the glass substrate. By applying ultra-precision semiconductor technology on the ultra-flat glass surface, it has successfully reduced the size of the main chip. Below 50 microns, achieving an extremely small package size. The display screen supported by this technology has a pure black coverage of 99.6% and an ultra-high contrast ratio of 300,000:1. It can perfectly restore deep black and rich picture details, presenting extremely delicate display effects, and is highly competitive in high-end display scenarios. At the same time, through the three major breakthroughs of material system innovation, process reconstruction and equipment intelligence collaboration, the stability and practicality of the product are further improved.

In terms of production capacity implementation, Yuanxu Semiconductor's Micro LED Integrated Optoelectronics Tianjin Super Factory is making rapid progress. The first batch of products covering Micro LED chips and micro display modules have been successfully rolled off the production line, and production capacity has achieved rapid growth. It is reported that the factory has quickly introduced mass production since it started trial production in March 2025. The production capacity has increased 15 times in seven months, jumping from the initial 200 square meters/month to the current 3000 square meters/month. The localization rate of production line equipment exceeds 80%, which fully demonstrates the maturity and competitiveness of domestic equipment in the field of glass-based Micro LEDs; According to the plan, the monthly production capacity of Micro LED display modules of the factory is expected to increase to more than 6000 square meters in 2026, further meeting market growth demand. At the same time, the company currently has orders of 200 million yuan in hand, providing solid support for production capacity release., it is expected that a new round of order growth will be ushered in 2026