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2023
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03
The development trend of LED pitch miniaturization is obvious, and Ledman Optoelectronics is expected to continue to benefit
The latest 2022 annual report of Ledman Optoelectronics (300162.SZ) shows that among the LED display products sold by the company in the dedicated display market, the sales volume of products between P0.9 and P1.2 accounts for more than 80%, and the pitch miniaturization is developing The trend is obvious.
With the advent of the era of LED miniaturization, the market structure of the display industry is expected to be reshaped, and the market expansion of Micro LED products based on COB packaging technology may accelerate.
At present, the special display market including security, monitoring, command, production scheduling center, etc. is mainly occupied by SMD small-pitch products, but with the continuous progress and maturity of COB technology, this field is being gradually replaced by COB products. Compared with the traditional SMD small-pitch products that are mainstream in the current market, display products based on COB packaging technology have absolute advantages in display effects, anti-collision and pressure resistance, maintenance costs, human-computer interaction, etc. Small comprehensive cost advantages are more obvious and other advantages. In other words, when the downstream demand is upgraded to below P1.2, COB products will have an absolute competitive advantage, and it may only be a matter of time before the full replacement of SMD small-pitch products in the future.
In addition to SMD small-pitch products, Micro LED based on COB packaging technology has also begun to compete with LCD, projectors, OLED and other technical products in the commercial and home markets. In commercial markets such as video conferencing and smart education, there are more and more application cases of Micro LED based on COB packaging technology, and the development momentum is rapid; Micro LED ultra-high-definition giant screen products based on COB packaging technology are slowly occupying the high-end home display market.
The growth prospects of COB display products are also favored by professional institutions. The DISCIEN market research report pointed out that the current sales volume of the COB market has accounted for 10% of the overall small-pitch market, and its share has grown steadily, with a growth rate significantly higher than the overall market. In the future, the market awareness of COB products will increase significantly. At the same time, with the maturity of technology and the decline of cost, scene users will gradually penetrate from high-end users to mid-end market. DISCIEN also predicts that by 2027, COB will account for 33.1%, and sales will exceed 15 billion yuan.
Ledman Optoelectronics stated in its annual report that Micro LED is the mainstream direction for the development of small and fine-pitch displays, and COB technology is currently the best technology route for Micro LED. With the rapid popularization of "5G+8K" technology applications, as well as the improvement of new demands such as large-screen video presentation, large-screen data visualization, large-screen home viewing, and large-screen naked-eye 3D, the COB technology-based small Micro-pitch LED displays are "blossoming" in multiple market segments, from traditional special display markets such as security, monitoring, command, and production dispatching centers to accelerating to commercial display markets such as conference centers, exhibitions, education, and home theaters. Penetrate the home display market, and quickly seize the market share of traditional DLP and LCD splicing display, and the scale continues to expand.
As a pioneer and leader in the domestic COB display field, Ledman Optoelectronics took the lead in launching and mass-producing Micro LED ultra-high-definition display products based on COB integrated packaging technology as early as 2018, and continued to improve products around the development of the 8K ultra-high-definition industry Structure and business ecological layout.
Up to now, Ledman Optoelectronics has become one of the few companies in the world that has fully mastered the mass production capacity of products with multi-technology process routes such as COB front-mounting, flip-chip, and pixel engine. COB products have been fully applied to special display, commercial display and home display. big field. According to the third-party market analysis machine
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Nanjing Jucheng Electronic Technology Co., Ltd
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E-mail：453865088@qq.com
Address: No. 5 Yonghe Road, Yangjiang Town, Gaochun District, Nanjing City