Lehman Optoelectronics: Bravely stand at the forefront of the wave of LED display technology

At a time when China's LED lighting and display industry is booming, there are new developments and hot spots every day. As in-depth observers of the industry, we focus on the forefront of the industry, bring you exclusive and sharp original views, and in-depth analysis of industry hot spots. Today, Lehman Optoelectronics, the domestic leader in LED display technology, has once again become the focus of the industry.

Against the background of rapid iteration of global display technology, microleds are recognized as the core development direction of the next generation of display technology due to their remarkable characteristics such as high brightness, low power consumption, and long life. According to predictions from authoritative market research institutions, by 2030, the global MicroLED market size will exceed 100 billion yuan, with an average annual compound growth rate exceeding 80%. However, it cannot be ignored that MicroLED technology still faces problems such as huge transfer, cost control, and yield improvement in the industrialization process. These factors have seriously restricted its large-scale commercial application. It is proud that China companies have seized the lead in technology research and development and industrial application.
As the core vice president unit of the Shenzhen Lighting and Display Engineering Industry Association (SLDA), Lehman Optoelectronics ( 300162.SZ) has become a leader in this technological revolution with its outstanding breakthroughs in COB packaging technology, glass-based MicroLEDs and AI integration.

Technological route differentiation and industrialization racing, leading enterprises anchor key nodes in 2025

At present, the LED display industry is in a critical period of change in technical route differentiation and large-scale implementation. On the one hand, COB (chip-level packaging) and MIP (independent pixel packaging) are fiercely competitive: COB has its advantages in high reliability and seamless splicing to dominate the ultra-micro pitch market below P1.2, with a penetration rate exceeding 60%; and MIP has emerged in mid-to-high-end commercial scenarios with its low-cost and easy-to-repair characteristics. On the other hand, industrial chain giants such as BOE Huacan and Shenzhen Tianma have promoted technological breakthroughs by building mass production lines. BOE Huacan has put into operation the world's first 6-inch MicroLED fully automated production line in Zhuhai, achieving an annual output of 45,000 kk pixel devices, aiming to target trillion-level markets such as AR/VR and vehicle-mounted displays; Shenzhen Tianma has passed the entire process in Xiamen. Through the production line, it has successfully broken through the all-laser massive transfer process, providing solid technical support for borderless mosaic display.

With the gradual implementation of the 2025 mass production plans of leading companies such as BOE Huacan and Shenzhen Tianma, a dual-track pattern of differentiation of technical routes and acceleration of mass production in the Micro LED industry has been formed, marking that the commercialization of Micro LEDs is about to usher in a full-scale outbreak."" Faced with the fierce competition brought about by the accelerated mass production of leading companies, Lehman Optoelectronics decisively adopted a three-axe strategy to accurately cut into the core track of industrial changes.""

Technological breakthrough: Glass-based MicroLED breaks cost constraints

When many leading companies focused on wafer manufacturing and massive transfers, Lehman Optoelectronics took a different approach and chose a differentiated development path. Relying on the accumulation of nearly 100 COB patents, Lehman Optoelectronics successfully achieved small-batch trial production of PM-driven glass-based Micro LED display panels in 2024, and significantly reduced costs through process optimization. This breakthrough achievement has formed a good complementary synergy effect with the wafer-level packaging technology of mainstream manufacturers.

Scene Fission: Full scene penetration from B-side to C-side

• Commercial field: Lehman Optoelectronics focuses on conference and higher education scenarios and launches the Lehman Smart Conference Interactive System and the Lehman University Digital Interactive Education Display System.These products bring a new upgrade experience to digital office and teaching with their high brightness and low blue light eye protection characteristics. This strategy accurately explores the professional needs of vertical scenes, forms misaligned competition with mainstream in-vehicle display tracks in the industry, and opens up a blue ocean of new values in the commercial display field.

• Household field: In response to the gap in high-end consumer demand in the household display market, Lehman Optoelectronics has launched a variety of giant screen products over a hundred inches, satisfying consumers 'pursuit of high-quality large-screen displays.

• Innovation scenario: Based on AI pixel engine technology, Lehman Optoelectronics launched the Lehman PSE Thunder Series COB ultra-high-definition energy-saving cold screens.Through algorithm optimization, it achieves fewer chips, higher resolution, and has the four advantages of being cooler (low screen temperature), brighter (strong color expression), more economical (power consumption saving by 50%), and more stable (high protection). It is widely used in all scenarios such as command and dispatch, and commercial retail."""" The technological breakthroughs of the Thunder series have laid a solid hardware foundation for Lehman Optoelectronics 'subsequent development of AI fusion products.
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Ecological reconstruction: vertical integration and cost challenges

Lehman Optoelectronics actively joined the China Micro-LED strategic alliance and reached strategic cooperation with Chengdu Chenxian Optoelectronics. Both parties will give full play to their respective advantages in the fields of technological innovation, product research and development, jointly promote the research and development and commercialization of Micro-LED products, and accelerate the coordinated development of the industrial chain. This strategy echoes BOE Huacan's wafer-package-terminal vertical integration model, jointly promoting cost reduction and efficiency improvement in the industry."" As the vice president unit of SLDA, Lehman Optoelectronics is deeply involved in the formulation of industry standards, leading the formulation of group standards such as "Mini LED Display", and relying on the association's industry-university-research platform to accelerate technology transformation. While deepening the domestic market, Lehman Optoelectronics has also made breakthrough progress in its global layout. The production capacity of its lighting production base in Vietnam has steadily increased. In the first half of 2024, the international business revenue reached 510 million yuan, a year-on-year increase of 34.8%, setting a record high and becoming an important fulcrum for expanding the Belt and Road market.""

Future challenges: AI integration and consumer market breakthroughs

Although Lehman Optoelectronics has achieved a first-mover advantage in technology, it still faces two major challenges in the industrialization process: First, in terms of cost control, the price of Micro LED household products is still higher than that of alternative solutions such as laser TVs, and requires large-scale production. Further reduce costs; Second, in terms of technology deepening, in the future, we need to focus on increasing the market promotion of COB ultra-high-definition energy-saving cold screens, accelerating the optimization of PM-driven glass-based Micro LED display technology, and actively exploring the development of AI fusion products to continuously expand the application fields of LED display.
From the foundation of COB technology to the breakthrough of glass-based Micro LEDs, Lehman Optoelectronics 'development history fully demonstrates the innovative resilience of China companies in the display field. As the differentiation of technical routes has given rise to the demand for multiple scenarios, this Shenzhen-based company has opened up a unique growth path in the mass production competition of leading companies through a three-in-one strategic layout of technology-scenario-ecology."" As SLDA emphasizes: The future belongs to those companies that can seamlessly connect hard technology with market demand.&" quot; The next step in the development of Lehman Optoelectronics is worth waiting and seeing.