VR/AR manufacturers, and is expected to become the mainstream solution in the industry in the future. Since 2H21, VR/AR manufacturers have gradually installed Micro-OLED solutions on new products. We believe that Micro OLEDs have been gradually introduced into commercial use and are expected to become the mainstream solutions in the industry in the next few years. The pixels of Micro-OLED are only 1/10 of that of traditional display devices, which can effectively improve the pixel density, and the response time of Micro-OLED can reach the microsecond level, which can greatly improve the screen refresh speed and optimize the picture quality effect. Compared with the more advanced Micro-LED technology in the industry, Micro-OLED has significant advantages in cost. Zheshang Securities believes that it is still the first choice for commercial products in the short term. (Zheshang Securities report)
