As the LED display industry moves into 2025, it faces both challenges and opportunities shaped by technological innovation, market dynamics, and global economic shifts. Despite a slight revenue decline in 2024 due to intense competition and oversupply, the sector continues to evolve rapidly — driven by emerging technologies like MLED (Mini/Micro LED), AI integration, and new application markets.

Let’s explore five key predictions that will define the direction of the LED display industry in 2025.

1. COB LED Displays Enter a High-Speed Competitive Phase

Chip-on-Board (COB) technology has become a major trend in the LED display industry, entering mass production in 2024. With monthly production capacity surpassing 50,000 square meters and adoption across multiple pixel pitch ranges, COB is now used by over 16 major manufacturers and accounts for nearly 10% of the total LED display market.

In 2025, COB production is expected to rise to 80,000 square meters per month, intensifying competition and potentially triggering price wars. As COB expands into finer pitches (P0.9) and larger formats (P1.5+), it will face increasing pressure from MiP (Micro LED in Package) technology in high-end applications.

While COB offers superior reliability and performance, traditional SMD (Surface-Mounted Device) displays still hold strong ground, especially in cost-sensitive segments.

2. MiP Technology Gains Momentum in Premium Markets

Micro LED in Package (MiP) is gaining traction as a promising alternative in ultra-high-resolution environments. Already deployed in military command centers and Hollywood film sets, MiP delivers fast response times and crystal-clear visuals.

Supported by collaboration between chipmakers, packaging companies, and panel producers, MiP is set to reach production capacities of 5,000–7,000KK/month in 2025.

However, MiP faces stiff competition from COB in mid-to-high-end markets and remains relatively expensive without economies of scale. Strategic integrations — such as combining Micro IC with MiP — could help drive broader adoption in the coming year.

3. Growth Driven by LED Cinema Screens & All-in-One Displays

LED Cinema Screens: A New Era of Immersive Viewing

The post-pandemic recovery of the entertainment industry, combined with government stimulus policies in China, is fueling demand for LED cinema screens. Over 100 LED cinema screens have already been installed domestically, with potential for 100% growth in 2025.

Beyond cinemas, science museums and premium theaters are also adopting LED displays for immersive experiences.

All-in-One LED Displays: Integration Meets Intelligence

Advancements in AI software — including tools like DeepSeek — are helping resolve hardware-software compatibility issues and reduce costs. This paves the way for smarter, more integrated all-in-one LED display solutions.

Market projections suggest shipments could reach up to 15,000 units in 2025 — a 43% increase compared to 2024.

4. AI Becomes a Game-Changer for LED Displays

With hardware improvements plateauing, the next wave of innovation lies in AI-powered software enhancements. Artificial intelligence will play a critical role in:

• Real-time content creation and rendering

• Automated calibration and color correction

• Predictive maintenance for large-scale installations

Early adopters integrating AI into their LED systems will gain a significant competitive advantage in efficiency and user experience.

5. Mini LED Enters a Steady Growth Phase

Mini LED backlight technology saw explosive growth in 2024, with TV shipments rising by 820% — fueled by subsidies from 13 Chinese provinces and increased consumer awareness driven by tech influencers.

In 2025, government incentives will continue to support growth, although demand may slow in the second half due to early purchases made in early 2024. Long-term, Mini LED is transitioning from a premium feature to a standard offering in many display products.

Conclusion: Adapting to Innovation and Global Shifts

The LED display industry in 2025 will be defined by:

• Rapid expansion and competition in COB LED display manufacturing

• Rising prominence of MiP in high-end visual applications

• Strong growth in cinema screens and all-in-one LED displays

• AI-driven software enhancements transforming user experiences

• Steady adoption of Mini LED across consumer and commercial markets

To stay ahead, companies must embrace AI, optimize production strategies, and explore new verticals where LED displays can deliver maximum value.