Challenges and Opportunities in the Spurt of COB Display

This year marks the explosive breakthrough for COB display products. COB has emerged as a dazzling new star in the LED display field, capturing widespread attention and achieving extensive recognition.

Currently, in the fine-pixel-pitch market of P1.2 and below, COB technology accounts for over 50%. In the high-end commercial display segment with pixel pitches below 0.9, COB has become the dominant choice. In terms of pricing, COB displays of P1.2 and P1.5 are more competitive than SMD displays, while COB products with pixel pitches below 0.9 are even more affordable.

Over the next five years, the COB market is expected to grow at an impressive rate of over 30%. By 2028, sales of COB products are projected to exceed 20 billion yuan.

The Reason for Growth Spurt of COB LED Display

Since 2023, the penetration rate of COB technology has continued to increase, and the shipment volume of COB displays has been rising consistently.

Why is COB so popular? As LED chips have become smaller, LED displays have entered the era of micro pitch, high refresh rate, and ultra-high definition. COB display products have quickly gained market favor due to their advantages, including fine pixel pitch, ultra-thin profile, impact resistance, wide viewing angle, and excellent heat dissipation.

Challenges

However, COB technology still faces technical challenges such as first pass yield, contrast ratio, splicing flatness, calibration technology, and maintenance costs. Addressing these issues will require collaborative efforts between upstream and downstream enterprises.

Meanwhile, MIP technology, as another path to realize micro-pitch display, has become the significant competitor of COB technology in the market. MIP technology features lower investment, high compatibility with existing production line, less production difficulty, and high mounting efficiency, making it more competitive in the micro-pitch display sector.

Opportunities

Despite challenges, many LED professionals are optimistic about COB technology. After a decade of accumulation and upgrading, COB technology has gradually matured and benefited from reduced production costs. Main manufacturers see increasing order volume and more and more LED display companies are entering this sector. As COB displays begin to replace some SMD displays, they are gradually becoming mainstream and demonstrating its strong growth potential.

The future of COB displays is like an exciting adventure, full of challenges and surprises. Let’s look forward to seeing more breakthroughs in the display field.