Industry Information Decemeber 2024-From Coleder-Richard

??Development of COB Display Technology

?In 2024, COB (Chip-on-Board) is widely recognized as a significant trend in the display industry. Data shows that the planned monthly capacity of COB is expected to exceed 80,000 square meters in 2025, with a penetration rate of over 60% in the P1.2 pitch product market. The number of manufacturers has also increased from 7 to 16.

Despite the growth in shipment Qty, the overall output value has declined by approximately 4% due to price drops, with an estimated industry total output value of 40.2 billion yuan.

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? Progress of Micro LED and TFT-based LED

Ultra-high brightness Micro LED microdisplay chip has been successfully developed, will promote the commercialization process. The cost of TFT-based Micro-LED can be reduced by 50% every two years, and is expected to be equal to OLED in 10 years, and the price is lower than PCB based products in 2027.

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? Market for LED Movie Screens and All-in-One Machines

The batch deployment of LED movie screens is accelerating, with nearly 100 screens already in use. The market for LED all-in-one machines is entering a period of rapid growth, with an expected 30% increase in 2025, mainly driven by demand from education, meeting room display replacements, and small-scale engineering screens.

There are also new breakthroughs in virtual production and home giant screens, but the latter is still limited by cost issues.

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? Patent Application Information

? Many enterprises have obtained patent authorizations or filed applications related to LED display technology, covering aspects such as hanging devices, automatic adjustment control devices, and anti-collision effects, demonstrating the high level of technological innovation in the industry.