Zheng Quan Shi Bao·2025-09-03 18:16Core Viewpoint - The LED display industry is undergoing a transformation from "one-way display" to "two-way interaction," driven by the integration of AI technology, which is seen as a key opportunity to redefine user experience and commercial potential [2][5][8]. Group 1: Industry Trends - The integration of AI into LED displays is not merely a technological addition but a fundamental shift that enhances user experience and expands commercial opportunities [2][8]. - Major companies like Absen, Unilumin, and Leyard are elevating "LED+AI" to a strategic level, viewing it as a new engine for growth and technological transformation in the industry [2][3][4]. - The competition in the LED display sector is shifting from product-based competition to ecosystem-based competition, focusing on comprehensive capabilities that include hardware, software, and content [7][8]. Group 2: Company Strategies - Absen has positioned "LED+AI" as a core strategic direction, aiming to enhance product performance and user experience through AI, while also focusing on low-carbon energy consumption and intelligent interaction [2][3]. - Unilumin aims to transition from a hardware manufacturer to an "AI intelligent light display ecosystem leader," emphasizing the deep integration of LED technology with AI capabilities [3][4]. - Leyard is actively deploying AI to upgrade the display industry, achieving significant progress in smart service platforms and interactive products [4]. Group 3: Application Scenarios - Real-world applications of AI in LED displays include smart shopping guides, immersive experiences in tourism, and interactive classrooms, which traditional display devices cannot achieve [1][6]. - Absen has showcased innovative solutions such as AI virtual digital humans and AI digital dressing solutions, which enhance retail conversion rates and user engagement [6][7]. - The industry is exploring various application scenarios, including virtual film production and tourism, with a focus on customized AI solutions to meet specific market needs [6][7]. Group 4: Future Outlook - The industry is expected to deepen the integration of AI, enhancing display performance, interactive experiences, and diversifying application scenarios [8]. - Recent government initiatives promoting the implementation of "Artificial Intelligence+" are likely to accelerate the penetration of AI technology in the LED display sector, creating greater development opportunities [8].