Regarding the future market trend of LED special-shaped screens, how should we choose

(Introduction) When traditional rectangular screens are caught in a price war, a display technology that can be bent, folded, and spliced at will is subverting business imagination - the annual growth rate of the LED special-shaped screen market exceeds 45%, and it is expected that the global scale will exceed 80 billion yuan in 2025. In this display revolution, whoever masters the code of "spatial display" will be able to reap the trillion-dollar dividends of smart city upgrades.

1. Special-shaped screen revolution: commercial upgrading from plane to space

In Shenzhen MixC, a 22-meter-high wavy LED curtain wall attracts an average of 32,000 check-ins per day; at the opening ceremony of the Beijing Winter Olympics, the 1,200-square-meter ice waterfall screen created the world's largest special-shaped screen record; in the Tesla exhibition hall, the wraparound curved screen makes the car seem to be suspended in the universe... These phenomenal cases reveal that display technology is breaking through the shackles of the plane and opening up a visual revolution in three-dimensional space.

According to TrendForce data, global LED special-shaped screen shipments will increase by 67% year-on-year in 2023, and the penetration rate in the commercial display field has reached 18.7%. Unlike the price war of traditional screens, the average price of special-shaped screens exceeds 28,000 yuan per square meter, and the gross profit margin remains in the high range of 35%-45%. This "high premium + high growth" feature makes it the last golden track in the display industry.

2. The key to winning in the next three years: the battle for the three major technical commanding heights

Micro-pitch + flexible substrate technology (Mini/Micro LED)

Leman Optoelectronics' latest P0.4 micro-pitch special-shaped screen can be seamlessly spliced on a cylinder with a radius of 0.5m; the flexible COB substrate developed by Unilumin Technology has a bending radius exceeding the limit of 8mm. With the annual cost reduction of Mini LED by 22%, 2024 will become the first year for the popularization of special-shaped screens.

Intelligent interactive system integration

The AI somatosensory interactive system jointly developed by Leyard and SenseTime Technology has increased the recognition rate of special-shaped screens to 99.3%. The dome screen in a shopping mall in Shanghai is controlled by gestures, which increases the customer unit price by 27%.

Modular quick installation solution

Aoto Electronics' patented quick installation structure increases installation efficiency by 300%. The 2,000-square-meter special-shaped screen project at Chengdu Shuangliu Airport was completed in just 72 hours. This "Lego-style" installation is rewriting the rules of the game in the industry.

III. Four major application scenarios give rise to a market worth tens of billions of yuan

(1) Commercial complexes: immersive consumption space

Wanda Group will add 136 special-shaped screen projects in 2023, driving a 42% premium on store rentals. Among them, the circular digital window increased the store conversion rate by 58%.

(2) Cultural tourism night tours: storytelling space narrative

The "time and space tunnel" of the Tang Dynasty City in Xi'an attracts 2.3 million visitors annually, and the "digital dome" of the Hangzhou Asian Games creates 480 million transmissions. The investment return cycle of special-shaped screens in cultural tourism projects has been shortened to 11 months.

(3) Sports events: a panoramic viewing revolution

The circular screen at the Qatar World Cup stadium increased the advertising value by 7 times, and the 360° bucket-shaped screen at the NBA Warriors' new stadium brought in $120 million in annual revenue.

(4) Smart City: New Infrastructure for Spatial Interaction

The "Eye of the Pearl River" special-shaped screen of Guangzhou Tower has become the city's digital business card. The curved signage system of the government hall of Beijing's sub-center has increased the efficiency of handling affairs by 40%.

IV. Enterprises' life-and-death battle: Choosing the right track is more important than hard work

For entrants, three strategic choices determine life and death:

Customization vs. Standardization

High-end market: 100% customization is required in the field of architectural media/art installations, such as the design fee of the Shanghai TeamLab Boundless Art Museum project, which accounts for 25%

Mid-end market: Modular standard parts are promoted in retail/exhibition hall scenarios to reduce costs by 30%

Technology self-development vs. ecological integration

Heading enterprises: must master core packaging/driver IC technology (such as patented flip chips)

Small and medium-sized enterprises: should focus on segmented scenario solutions (such as the circular menu system in the catering industry)

Hardware sales vs. operation sharing

The smart lamp pole screen adopts the "equipment free + advertising sharing" model. The annual sharing income of a project in Nanjing reached 170% of the hardware cost

(Conclusion) When the display breaks through the dimensional limitations, the narrative method of commercial space is being reconstructed. According to iResearch Consulting, special-shaped screens with spatial computing capabilities will occupy 60% of the high-end market share by 2026. In this display revolution, only by grasping the essence of "space as medium", deconstructing architecture with technology, and reshaping cities with light and shadow can we become the rule makers of the new business ecology.