雷曼光电突破技术和成本壁垒 开辟Micro LED家用显示万亿元级新蓝海

Core Insights - Shenzhen Lehman Optoelectronics Technology Co., Ltd. has launched two new MicroLED home giant screen products, LV135Max and LV163Max, marking the third generation of its home giant screen offerings [1] - The new products break through technical and cost barriers in large-size display devices, accelerating the transition of MicroLED technology from commercial to consumer use, and opening up a new trillion-yuan market for China's LED display industry [1] Technology and Product Features - The third-generation giant screens utilize proprietary COB display technology and a unique PSE energy-saving cold screen patent, keeping power consumption below 100W/㎡ and surface temperature below 30℃, reducing energy consumption by 40% compared to similar products [1] - The pixel pitch has been minimized to 0.9mm/0.7mm, achieving 4K ultra-high-definition seamless display, ensuring clarity even at close viewing distances [1] Cost and Market Strategy - The company has reduced the price of the 135-inch product to below 200,000 yuan and the 163-inch product to below 240,000 yuan, which is only one-third of the price of similar products in the industry, expanding the target customer base from ultra-high-net-worth families to a million-level high-net-worth user group [2] - The third-generation giant screen products have multiple functional breakthroughs, transforming them from simple television products into the visual hub of smart homes, featuring virtual reality functions and various scene settings [2] Market Presence and Future Outlook - Lehman Optoelectronics has established over ten offline experience stores nationwide, with pre-orders for the new products available on JD.com and Tmall, and supply set to begin at the end of March [2] - The founder and chairman of the company, Li Mantie, stated that the release of these new products is a crucial step in the civilian application of MicroLED technology, which will reshape the high-end home display market [2]