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MicroLED Industry Accelerates: JBD Powers Alibaba’s AI Glasses as China Unveils $112B Investment Surge
August 1, 2025 — The MicroLED sector is entering a pivotal phase, marked by Alibaba’s launch of AI-powered smart glasses featuring JBD’s green MicroLED microdisplay, and a massive $112 billion investment wave in Micro/Mini LED production across China—highlighting the technology’s rapid path to commercialization.

1. Alibaba Launches Quark AI Glasses with JBD’s MicroLED Display

Alibaba has entered the wearable AI race with the debut of its Quark AI Glasses, now available in two variants: a basic model without a display and a Pro version equipped with a monochrome green MicroLED screen from Jade Bird Display (JBD).

JBD stands as the only company currently mass-producing MicroLED microdisplays, making it a critical player in next-gen AR and wearable optics.

Key Features of Quark AI Glasses:
✔ Integrated AI assistant via Alibaba’s Qweb AI platform
✔ Voice-controlled navigation and real-time information
✔ Built-in QR code payment system for contactless transactions
✔ Lightweight, fashion-forward design for everyday wear

JBD’s Strategic Position in MicroLED:

• Key supplier to Xiaomi, TCL, Vuzix, and Meta (for Orion AR project)
• Developing Phoenix series RGB MicroLEDs for full-color AR/VR waveguide integration
• Operates a $92 million production line in Hefei, capable of manufacturing 120 million 0.13-inch panels annually at full capacity

Strategic Partnerships & Backing:

• Collaborating with BYD on automotive MicroLED HUDs
• Backed by major investors including Alibaba, Samsung, and Geely

This collaboration underscores JBD’s leadership in high-brightness, low-power microdisplays—a core enabler for compact AR wearables.

2. China’s $112 Billion Micro/Mini LED Expansion: 56 Projects in 2025

In a bold move to dominate next-generation display manufacturing, China has announced 56 new Micro/Mini LED projects in the first half of 2025, representing a total investment of over $112 billion.

This unprecedented scale of investment signals China’s commitment to leading the global MicroLED supply chain—from chips to finished displays.

Major Projects Underway:
✔ HKC Group – $15 billion MicroLED (M-LED) chip fab, targeting 100,000 wafers per month
✔ Aledia – $2 billion AR-focused MicroLED line using 3D GaN nanowire technology
✔ BOE Technology – New 6-inch MicroLED fab with output capacity of 45,000kk pixels/year

Key Industry Trends:

• 34 out of 56 projects are dedicated to MicroLED, indicating strong confidence in its future
• Primary applications: AR/VR headsets, automotive displays, and high-end consumer TVs
• TrendForce forecasts that P0.625 and finer pitch LED displays will reach $334 million in market value by 2028

With state-backed support and private-sector innovation, China is rapidly scaling production to reduce costs and accelerate adoption across consumer and industrial markets.

Industry Outlook: MicroLED Goes Mainstream

The convergence of cutting-edge product launches and massive manufacturing investments confirms that MicroLED is transitioning from lab to mainstream.

Key Drivers:
✔ AR smart glasses (Alibaba, Meta, Xiaomi) fueling demand for ultra-small, high-brightness MicroLED microdisplays
✔ China’s production scale driving down costs for MicroLED TVs and automotive HUDs
✔ JBD and Q-Pixel leading in high-yield manufacturing and RGB integration

As yield rates improve and ecosystem partnerships expand, MicroLED is poised to redefine displays across wearables, vehicles, and home entertainment.

About ONLYLED

ONLYLED is a leading innovator in advanced LED display solutions, specializing in indoor, outdoor, rental, transparent, fine pitch, and custom-shaped LED screens for global markets. With a strong focus on R&D and smart manufacturing, ONLYLED delivers high-performance, reliable displays for corporate, retail, entertainment, transportation, and architectural applications.

From all-in-one smart displays to cutting-edge MicroLED integration, ONLYLED empowers businesses and creatives with next-generation visual technology.

Contact ONLYLED
For partnership, product inquiries, or media collaboration:
Email: info@onlyled.com
Website: www.onlyled.com