As LED chips continue to be miniaturized, the demand for display products below P1.0 continues to expand. The advantages of COB packaging technology in small and fine pitch LED displays are gradually recognized. The point pitch of COB direct display products is gradually declining. The traditional SMD packaging technology points After the spacing reaches 0.6mm, the pursuit is weak. COB can meet the batch demand for products with smaller spacing, and can also break through the color gamut, stitching, heat dissipation, flatness and other issues, so it is very promising.
Although the majority of products currently on the market are SMD packaging route products, as the maturity of COB technology continues to improve and costs further decrease, the competition between COB and SMD has become very popular.
COB prices drop further
It is expected to replace part of the SMD market
At present, the price of COB P1.2 products on the market is close to the price of SMD direct display products. It is expected that the price of more COB direct display products next year is expected to compete with the price of SMD direct display products, or even be lower.
As the commercialization of Mini/Micro LED accelerates, the market demand for 4K and 8K continues to increase, and the COB small-pitch market share continues to expand. Industry insiders predict that indoor small-pitch formal chip single-lamp SMD packaging technology has hit the ceiling and entered a period of decline; the main battlefield of traditional SMD surface-mount packaging will shift to outdoor, rental, special-shaped, creative display and other market segments. The COB market has a bright future and is expected to grow at an annual rate of 30%.
At present, COB is widely used in professional scenes such as command centers and high-end conferences, as well as mainstream indoor scenes such as supermarkets and exhibitions, as well as outdoor scenes, with its advantages in display performance such as protection, image quality, lifespan, and weather resistance. Some industry insiders said that COB's total market share this year has exceeded 10% of the industry scale, successfully achieving the minimum volume.
More and more companies are increasing their investment in COB display technology and products, and gradually regard COB as the focus of their future sustainable development and performance growth. This will accelerate COB R&D and technological breakthroughs. Its application reliability and maturity in small and fine pitch products and Micro LED products are also improving. As sales continue to increase, the cost reduction rate is also accelerating. Therefore, , indoor COB display product prices continue to drop, and will gradually replace SMD displays as the mainstream. The industry turning point has arrived.
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