Chris Chinnock for Insight Media here in the MICLEDI Microdisplays booth at CES 2022. I'll try and explain what they're doing they gave me a very brief explanation and then had to run off to a meeting. But what's very interesting about the company is first of all they can make red, green, and blue MicroLEDS all on GaN. Now typically green and blue are made in GaN, but it's usually AllnGaP that can use the red. But they can actually make red on GaN as well. So what they do is they start with an EPI wafer whatever it is for red, green or blue. They dice that and and they pattern it. Dice it and actually remove the the individual LEDs and put them on a 300 millimeter, a large 8-inch wafer, a silicon wafer, that they can now process through a silicon foundry, and that silicon foundry actually was able to do the the epi processing to create the LEDS. So it's very efficient because typically these wafers are the loom the GaN waivers are four inch or six into now you can go to eight inch even 12 inch which is a 300 millimeter wafer processing. So much more efficiency so a nice day of an example of that right here. This is the wafer with all of these these are pattern full HD 1080 1080 1920 by 1080 resolution devices on that 12-inch silicon wafer. So that can go through a silicon foundry very efficient. In addition you can now run your drivers to a silicon foundry and then you do a bonding process. You slice out the the drivers which is a very complex driver because it has some kind of compensation circuitry on it as well. And then those just get bonded to the LED module. So what you end up with is what's a little hard to see here is a bunch of full HD Micro displays that are stand alone devices, with their own drivers silicon drivers on the back of them. So they do first of all they do not do color conversion. These are all just red, green and blue discrete devices and then the their business model is to sell those devices. And then it's up to the system integrator the AR glasses manufacturer to decide how they're going to couple those into a waveguide or some other optical architecture to create some AR glasses. Now I also asked them about how they can do GaN red and it turns out that since they're making such very small devices these are we're talking three microns the efficiency of AllnGaN red devices at three microns is so small that actually the actual the much lower efficiency of GaN red is actually higher so at this micron size it's it's actually more efficient to go with GaN than AllnGaN which is kind of interesting. Now if you get bigger in sizes that that equation may change. Red is still the most inefficient one but a fascinating observations that they've made here. So that's that's about as much as I know. Chris Chinnock for Insight Media.

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