Forecast of high-power COB development prospects in 2025

In 2025, the development prospects of high-power COB technology appear extremely bright. According to data from the expert, the planned monthly production capacity of COB in 2025 is expected to exceed 80,000 square meters, which not only highlights the huge potential of the technology in the market, but also reflects the market's growing recognition of it. In addition, the market penetration rate of COB technology is also steadily increasing, especially in the P1.2 pitch product market, where the penetration rate has exceeded 60%, and the penetration rate of the P1.5 and P0.9 markets has also increased.

Technological progress and market demand

The reason why COB technology is so popular is mainly due to its high reliability and long life, which are particularly prominent in high-end display applications. With the continuous advancement of technology and the reduction of costs, the market competitiveness of COB is expected to further increase. For example, the cost of COB products has dropped significantly in the past few years, mainly due to the enhancement of economies of scale and the optimization of the industrial chain.

Market competition

At the market competition level, many leading LED display companies are planning to expand COB production capacity. For example, Unilumin, Leyard and other companies have formulated large-scale capacity expansion plans in 2024, and it is expected that these new capacities will be fully utilized by 2025, further promoting the development of the COB market. At the same time, the competition between COB and Micro LED in Package (MiP) technology is becoming increasingly fierce. As the cost of MiP decreases, the cost gap with COB will gradually narrow, and may even reverse in some product specifications.

Industry Trends and Policy Impacts

The entire LED display industry is moving towards innovation-driven development. Companies must meet the growing and diversified needs of the market by exploring new technologies, new products and new applications. In terms of policy, it is expected that by 2025, the domestic economy will pay more attention to autonomy, and moderately loose monetary policies and active fiscal policies will provide strong support for the development of the industry.

In addition, with the continuous expansion of application scenarios such as smart cities, smart homes, and smart security, the demand for high-quality and high-reliability LED display products is also growing, which provides a broad market space for the development of COB technology. At the same time, consumers' quality requirements for LED display products are also constantly improving, gradually shifting from a single visual experience to a focus on comprehensive product performance, energy conservation and environmental protection, intelligent control, etc., which has also prompted companies to continuously improve their technical level and strengthen product innovation to meet market demand. In this context, LED display companies with core technologies and independent intellectual property rights will occupy an advantageous position in market competition.