Great job describing some of the real advantages and manufactuting challenges of microLED displays. The 320x320 pixel wearble displays seem like a place to start with only 100k pixels (300k sub-pix). With that number of pixels they'll be able to have decent yield at 1ppm defect rates. The power, brightness, and lifetime arguments are even more compelling for a watch.

I don't think the cost side is so bad. LED wafers are only a few hundred $ at 8in for over 3M 50x50um2 die so ignoring other processing and placement costs they are in the right ballpark. Assuming they use some PWM or passive matrix method that keeps the power control substrate cost/yield reasonable they could have a very high performance square inch sized display for a reasonable price... soon?

For any larger displays the dicing and KGD placement yield become a huge issue. Ultra-reliable reworm and/or uncorrelated defects become critical when you need to approach 10ppb for reasonable yield at WQ.