前瞻：未来五年，小间距LED产品将如何演进？

Core Insights - The article emphasizes the accelerated penetration of small-pitch LED technology into diverse applications driven by ultra-high-definition video, digital transformation, and green low-carbon strategies, predicting a deep evolution in the industry value logic over the next five years [3][4][5]. Industry Development Trends - Small-pitch LED technology is expected to undergo "precision breakthroughs, energy efficiency revolutions, scene expansions, and ecological reconstructions" from 2026 to 2030, fundamentally reshaping the industry [3]. - The current market is seeing a significant growth in P1.1-1.4mm products, with a year-on-year sales growth of 34.7%, and a shift towards P0.9mm and below products is anticipated, with projections indicating that by 2028, products below P0.9mm will account for over 40% of the market [3]. Performance Iteration - The article highlights that global ESG standards are tightening, making energy efficiency a core metric. Traditional small-pitch LED displays consume about 300W/㎡, but advancements in AI smart display algorithms and precise pressure control technologies are expected to reduce power consumption by over 50% in the next five years [4]. - Health display technology is also advancing, with features like refresh rates above 7680Hz, low blue light calibration (RG0 level), and over 80% ambient light reflection suppression becoming standard in mid-to-high-end products [4]. Scene Extension - The application boundaries of small-pitch LED technology are expanding from professional fields to consumer markets, with a projected increase in demand from less than 5% to 25% in the home and consumer electronics sector by 2030 [4]. - The emergence of the metaverse is driving demand for virtual production and AR/VR compatible screens, leading to deeper integration of small-pitch LED with AI interaction technologies [4]. Industry Structure - The transition to Mini LED technology and ecological collaboration is expected to drive structural changes in the industry. Mini LED is projected to account for over 60% of the direct display market by 2027, serving as a bridge to Micro LED technology [5]. - Companies with vertical integration capabilities in "chip - packaging - complete machine" will gain competitive advantages as the industry shifts towards a high-quality development phase characterized by "technology premium + scene value" [5].