In 2026, will the growth engine of LED display change?

Signals of industry changes are never noisy, or are hidden in the strategies of leading companies, or hidden in the gaps between technology and market.

Recently, "Experts' New Year's Talk" went deep into the front line and had exclusive conversations with 25 leading companies in the LED display industry chain. Through these perspectives, we can help the industry further understand the global landscape in 2026, and capture the core momentum driving the next round of industry growth:

1. COB and MIP have crossed the critical point of "early adopters" and have transformed from technology options to battlegrounds. Leading players are using these two major technologies as a starting point, while strengthening the existing basic disk, and at the same time seeking increments in new scenarios through rapid iteration.

2. "AI+display" bids farewell to the idle concept. Artificial intelligence is no longer just a marketing gimmick, but the core brain embedded in products. From interactive experience to commercial monetization, this reinvention is taking place.

3. Some leading companies are shifting from "product suppliers" to "full solution service providers." Work hard to build a certain moat in the subdivided track, in exchange for high-value growth tickets.

At the same time, the collaborative evolution of underlying drivers, control systems, and manufacturing equipment is also laying a solid foundation for this industrial upgrade.

Of course there are consensuses and differences. The following is the specific layout of 25 leading companies:

Unilumin Technology: The integration of LED and AI is a core trend with strong certainty and full-link penetration, and is rapidly entering the commercialization stage from technical verification. In 2026, this trend will form large-scale value in the fields of image quality optimization, intelligent interaction, operation and maintenance cost reduction, and vertical models, and promote the realization of a commercial closed loop of "hardware + algorithm + scenario". Unilumin Technology takes "LED+AI" as its core strategy, focusing on hardware technologies such as RGB-Mini LED, Micro-LED, COB, MIP and smart boards, combined with AI smart display robots and large model adaptation solutions. The company has launched smart display robots, AI interactive screens, glass-based Mini/Micro LED and other products to seize the high value-added market through closed-loop mode.

Leyard: Leyard will continue to delve into the research and development of MIP technology and Hi-micro series products, and drive industrial upgrading with technological breakthroughs. By continuously optimizing the mass transfer process and improving the Micro LED solid chip yield, we will overcome the problems of high-precision transfer and large-scale mass production of micron-level chips, and promote the mass production delivery of products with smaller dot pitches in larger batches and with higher stability. At the same time, it deeply integrates AI intelligent applications to create integrated scenario-based solutions around multiple scenarios such as smart display, commercial display, and high-end home use. It uses hard-core technology and scene innovation to define a new next-generation high-definition display experience.

Absen: AI+ display is the key path for the LED industry to evolve towards intelligence, promoting the upgrade of display products from single hardware to intelligent interactive terminals, accurately meeting the global market's demand for scenario-based and intelligent solutions. This year, we are accelerating the replication and promotion of AI display application technology in business, cultural tourism, government and enterprise command centers and other scenarios. At the same time, we will continue to deepen the large-scale optimization and application of COB and MIP packaging technologies. COB technology has set industry benchmarks in products such as curved screens and virtual studios. The KLCOB V2 series has been successfully implemented in high-end scenarios such as computing power command centers. At the same time, we have also launched SA 1.5 COB, CL V3, AW Pro and other outdoor products for rental, Micro LED, and ultra-high-definition small-pitch displays respectively, promoting the continued implementation of the company's "large single product" strategy. In addition, it will also focus on new categories and scenarios such as LED virtual shooting, AI data center, and sports event display, while continuing to upgrade popular products such as A25, NT V2, and iCon.

Hikvision: In 2026, our core goal is to promote "technological equality", that is, to return high-end display technology to inclusive value and serve a wider range of real application scenarios. In order to achieve this goal, we focus on two major technical paths: First, we mainly promote the "full-link networked" control system: through the full-link networked architecture, the system complexity is significantly reduced. This solution can bring users more stable signal transmission, more flexible deployment methods, and lower post-operation and maintenance thresholds. The second is to break through the micro-pitch process to optimize costs: we are committed to using process innovation to reduce the overall cost to a range that the market can "afford and dare to use" while ensuring or even improving the existing display effect. Advanced technology should not be limited to high-end displays, but should be widely used in the digital construction of physical scenes such as factories, campuses, and hospitals. Therefore, we have chosen to focus our strategy on the process improvement and large-scale popularization of MIP technology. Through in-depth innovation of MIP technology and collaborative optimization of the industrial chain, we will launch products that achieve the best balance between performance and price - that is, solutions that are truly "market practical".

Qiangli Jucai: In the future, Qiangli Jucai will focus on several aspects: First, taking root in the world, one country, one policy, and zoning and grading, to promote the company's leap from "domestic leadership" to "global leadership" and take root in the global market. The second is product innovation. Based on user needs, we invest in new products and scenario-based solutions, and focus on building full-screen product capabilities and improving product performance. The third is business diversification. Through localized operation and maintenance, we strive to expand leasing, engineering, software and solutions and other businesses.

Ledman Optoelectronics: We continue to focus on technology-driven technology and implement a diversified technology strategy. Through independently developed COB, MiP, glass-based and PSE technologies, we have built a technical foundation for Micro LED industrialization. Based on COB+PSE technology, a comprehensive solution with high integration, high reliability, high efficiency and low energy consumption has been formed, which is represented by the Cold Screen Master series released last year. MiP technology focuses on chip-level packaging, and its Micro-level devices will be ready for trial production in early 2025. At ISLE2025, we launched the industry's first P0.9 Micro-level MiPB product, which combines the consistency of MiP and the protection of COB. It has the characteristics of high contrast, low power consumption, and high reliability. It has been commercialized and is suitable for 110-220-inch 4K/8K conference, education and home giant screens. This technology lays the technological foundation for future breakthroughs in ultra-fine pitch displays below P0.5. At ISLE 2026, we launched the world's first Micro LED glass-based giant screen, which uses advanced glass substrate technology to improve flatness, heat dissipation and power consumption control, providing Micro LED with large size, high performance and low cost. Cost-effective mass production provides a new path.

Alto Electronics: In 2026, our main goal is to consolidate the traditional advantageous market, that is, continue to maintain the leading position in the field of film and television virtual shooting, expand the market influence of LED cinemas, deepen the layout based on the national cultural strategy, improve the performance of traditional businesses such as advertising and events, and serve global top customers. At the same time, we will expand the innovation track, such as focusing on the two major fields of new media and smart retail, creating industry benchmark cases, and realizing the transformation from "equipment supplier" to "solution service provider"; promoting Chuangxiang Digital from the technology verification stage to the market promotion stage, becoming an "infrastructure provider" in the new media industry.

Uniview Technology: In 2026, our core goal is to create an "intelligent visual display and control platform" to promote the comprehensive evolution of display technology from "seeing" information, to "understanding" content, to assisting "decision-making." Focusing on this goal, we use end-side AI smart conference screens as the core to provide smart interaction solutions based on local dedicated agent models for conference scenarios with high data security requirements to improve decision-making security and collaboration efficiency; we launch integrated command center display and control solutions, digital exhibition hall solutions, and information system solutions that incorporate AI capabilities, combined with advanced Micro LED/Mini LED display technology and AI visual analysis capabilities provide multi-source signal dispatching, emergency plan visualization and real-time data signage functions for command centers in key industries such as smart cities, transportation, energy, enterprises and manufacturing. We focus on promoting the Penglai visual intelligent control platform to provide unified local or cloud visual management and control capabilities for various display scenarios, and help the marketing capabilities of chain enterprises such as supermarket chains and logistics.

Haijia Group: In 2026, Haijia Group will focus on the core goal of "continuously cultivating the channel market and comprehensively developing and empowering customers' overall solution capabilities". Through the three major paths of refined channel network operation, solution innovation and empowerment, and product technology iterative upgrades, it will achieve the strategic transformation from a product supplier to an industry enabler. Haijia Group will achieve a fundamental transformation from "broad coverage" to "deep empowerment" in its channel strategy. With "value symbiosis" as the core, it will upgrade its channels from "sales channels" to "service terminals" and "solution outposts" by building a systematic channel empowerment model and precise product portfolio strategies. At the same time, we will focus on overall display solutions and launch modular solutions for several fields such as government affairs, culture and tourism, and medical care. We will break through audio and video related technologies to achieve multi-screen differential display and low-latency interoperability to meet the needs of high-reliability scenarios such as command centers and smart courts.

Qingsong Optoelectronics: In 2026, our core goals focus on the two core tracks of the professional display market and the high-end rental market, and promote three major product lines to jointly build the company's value growth curve: First, highly integrated LED The all-in-one machine, as the core engine of large-scale growth, has strongly penetrated the commercial market with its full-link self-developed, highly integrated, and highly adaptable product advantages, laying a solid foundation for scale growth in the two core tracks of conferences and education. The second is outdoor energy-saving screens, closely following the global carbon neutral development trend, building core competitiveness with full-link energy-saving design, and continuing to expand the energy-saving and high-end layout of the professional display market. The third is entering the high-end rental market to create customized, cost-effective, and easy-to-operate professional display solutions. The three major product lines are continuously innovated and upgraded around the two core directions of "deep sceneization" and "extreme energy efficiency", providing solid support for the company's in-depth development of overseas markets and breakthroughs in brand value.

Xida Electronics: Xida Electronics’ core strategy is to adhere to a technology-oriented approach and consolidate its market advantages in the fields of COB and Micro LED, especially in high-end differentiated products. Specific technical paths include: 1) Continue to develop COB small-pitch products, focusing on promoting P0.7 and below spacing. At present, the company has achieved mass production of P0.4, completed the research and development of P0.3 and entered the trial mass production stage, and will continue to promote smaller pitches in the future. 2) Promote the implementation of MIP technology and expand its application in high-end display scenarios based on market demand. 3) Focus on key performances such as image quality, power consumption, temperature control and reliability, continue to carry out research and development, and collaborate with the industry chain to jointly promote technology iteration and product upgrades.

Lamp Video: In 2026, we take steady performance growth as our core goal, and launch a series of new products such as outdoor COB small spacing, indoor ultra-thin double-sided display COB small spacing screens, outdoor double-sided display LED advertising machines, etc., and will simultaneously appear at the ISE2026 exhibition in Spain. Through technology and product innovation, we will consolidate global competitiveness and help increase both revenue and market share.

Zhongqi Optoelectronics: Zhongqi Optoelectronics has always adhered to the market positioning of LED direct display panel manufacturers and followed a high-quality and differentiated development route. In 2026, we will continue to promote COB high-end product series, including H2 series, large-format C3 series and Micro-level MIP series, to further strengthen our product and manufacturing advantages in the field of high-end LED direct display.

Nationstar Optoelectronics: The development of the LED display industry should return to the essence of display, with improving display effects as the core innovation goal. Technically, we will continue to use MIP panels as a growth point to expand production capacity, reduce costs and increase efficiency; in addition, through packaging structure innovation and optical film material upgrades, we will continue to optimize display performance and provide a solid device foundation and technical support for diversified market demands. At the same time, we pay attention to differentiated markets, take customer needs as the guide, and actively deploy innovative application scenarios.

Zhaochi Co., Ltd.: Industry competition has entered the two-dimensional competition stage of "supply chain + technological innovation". The company can withstand the impact of price wars and lead the direction of product iteration through its vertical integration advantages of self-research on chips and PCBs. The growth rate of COB all-in-one machines is accelerating, with commercial conference and education scenarios becoming the core of growth. So this year, we will mainly promote all-in-one products, 250*250 series products, and 300*168.75 series products.

Kinglight Jingtai: We will continue to promote differentiated products, MiP products and outdoor high-end fixed products in the rental market. In the rental market, we focus on differentiated products and focus on solving pain points such as easy bumping and damage and insufficient display effects in rental scenarios. By continuously improving product durability and image quality performance, we help customers reduce homogeneous competition and enhance their competitiveness in the rental market. At the same time, we continue to promote the iterative upgrade of MiP products, continuously improve the cost structure on the basis of optimizing display effects, and further expand market share with more competitive products. In addition, in line with the energy-saving trend under the "dual carbon" goal, outdoor high-end fixed-mount products are also constantly improving brightness and reducing power consumption to meet the market's rigid demand for high-performance and environmentally friendly displays.

Hongli Display: We will focus on the large-scale implementation of Mini LED direct display, focusing on the upgraded version of P1.9 Mini LED outdoor & semi-outdoor screens, and ODM/OEM customization services for modularly designed Mini LED all-in-one machines to accurately match the commercial market’s urgent needs for low operation and maintenance costs and high-brightness displays, and achieve a strategic upgrade from product promotion to ecological leadership.

Aimaipu: Our core strategic goal is to continue to expand the market share and market dominance of Micro-MiP core devices. To achieve this goal, we launched Micro-MiP panel products while consolidating the Micro-MiP device business. Focusing on incremental markets and serving new customers through panel solutions, we can guide new market demands to core devices and achieve a value lock-in closed loop.

Nova Nebula: With the rapid development of MLED display technology and the industry's unprecedented high requirements for image quality, traditional PWM drive technology has increasingly become a bottleneck restricting the image quality performance of LED displays. From PWM to PWM+PAM, it is an inevitable choice for the evolution of LED direct display drive technology. Based on this, Nova Nebula launched Infinity, an MLED ultra-picture quality solution based on PWM+PAM hybrid drive. This technology adjusts the driving current of each LED light-emitting chip on the display screen in real time based on pulse width modulation for each frame of image, thereby fully releasing the potential of each LED light-emitting chip and allowing each frame to be presented on the display screen with ultra-high quality. Through the deep integration of display control system, intelligent algorithm and PWM+PAM hybrid driver IC, Infinity has achieved a comprehensive breakthrough of "five highs and two lows" of high grayscale number, high peak brightness, high dynamic range, high refresh rate, high color accuracy, low power consumption and low temperature rise. This technology has been applied in batches, strongly supports the ultra-high image quality performance of MLED displays, and continues to promote the entry of LED/MLED displays into commercial and consumer applications. fee market.

Baolun Shares: In 2026, we will take "industry scenarioization, scenario specialization, and product internationalization" as our core strategic orientation to comprehensively enter the tens of billions of markets in the four major sectors of audiovisual and television communications, smart cultural tourism, smart parks, and digital exhibition halls. In the field of acousto-optical television information industry, we will in-depth iterate on core products such as smart conference systems, professional speaker systems, command and dispatch systems, and public broadcasting systems, and strengthen the integration of AI technology and acousto-optical television information to accurately respond to market demand.