The performance improvement of LEDoS technology requires a 12-inch wafer fab. However, uncertainty in the demand for 12-inch LED wafers complicates capacity implementation.
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Display Dynamics – June 2025: LEDoS technology is facing a unique set of triple constraints
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The Analyst Team
Jay Shao
Follow AnalystPrincipal Analyst, OLED & Micro LED, Technology
As part of Omdia’s displays practice, Jay focuses on researching AMOLED panel display technology and the associated markets. He covers the emerging technologies, process development, and product trends related to AMOLED displays.
Prior to being an analyst, Jay worked at EverDisplay Optronics, the AMOLED manufacturing plant, for 6 years. He served as the R&D manager for 3 years and was responsible for multiple projects. Jay has solid experience in the AMOLED and flexible display industries and a keen awareness of technological progress. He holds a PhD in materials science from South China University of Technology in Guangdong, China.
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