Abstract
AR glasses that provide the size, weight, power, performance, and cost required for successful consumer adoption are the key beachhead where dense Micro-LED arrays have a clear advantage and market opportunity. Mojo Vision is developing full Micro-LED displays based on hybrid bonding of 300mm GaN/Si blue LEDs to 300mm CMOS and using quantum dot conversion for red and green. Technical device results and important progress in development of a robust 300mm High-Volume-Manufacturing (HVM) supply chain will be discussed. Beyond the AR beach-head, Micro-LED has the potential to expand to large format displays and step by step disrupt the entire $160B+ display industry providing a generational opportunity for early enablers of the 300mm HVM supply chain.
