The three major incremental market opportunities and breakthrough directions for LED displays in 2025

In 2025, the LED display industry will experience explosive growth driven by both technological innovation and scene expansion. LED movie screens, conference all-in-one machines, and rental display screens have become the most promising incremental markets, benefiting from the digital upgrading of cinemas, the increasing demand for AI conference collaboration, and the revival of virtual filming and performing arts activities.

01 LED movie screen: cinema market doubles growth, virtual shooting becomes new blue

Cinema side: In Q1 2025, 153 new LED cinemas will be added nationwide, an increase of 29% compared to 2024, and the annual growth rate is expected to exceed 100%.

Content side: High box office movies (such as "Ne Zha 2" worth 15.6 billion yuan) are driving the demand for cinema upgrades, and the trend of LED screens replacing traditional projection is accelerating.

On the filming end, virtual production (such as "Fengshen 2" using Liard's virtual motion technology) has become a standard feature in Hollywood level production, and the demand for LED screens has extended to the upstream of the film and television industry chain.

High end cinema renovation: Policy support (such as the "Hundred Cities, Thousand Screens" plan) promotes the construction of 4K/8K LED cinemas, with small pitch screens below P1.2 becoming mainstream.

Business model innovation: Combining HDR high dynamic range films to enhance ticket price premium capabilities (such as Dolby Cinema LED theater box office increase of 35%).

Virtual production market: Micro pitch LED (below P0.9) solves the problem of moir é pattern in camera shooting, suitable for film and television bases, advertising shooting and other scenes.

02 Conference all-in-one machine: AI+price reduction driven, shipment volume increased by 43%

AI empowerment: DeepSeek and other large models optimize the interactive experience, support real-time translation, generate meeting minutes, and drive enterprise procurement willingness.

Shipment growth: Expected to reach 12500 units (+43%) by 2025, with government and enterprise, education, and healthcare as core scenarios.

Government and enterprise meetings: 86 inches account for over 60%, requiring high compatibility (compatible with Zoom/Tencent Meeting, etc.).

Education and healthcare: Anti glare smart blackboards and 4K naked eye 3D consultation screens have become new growth points.

Software subscription model: By offering AI value-added services such as smart whiteboards and voice transcription for an annual fee, we aim to increase long-term revenue.

03 Rental Display Screen: Virtual Performance+Government Enterprise Summit Promotes 5% Growth

New growth points: The demand for virtual concerts (such as holographic stages) and Hollywood level film and television shooting (MiP technology close range applications) has surged.

High end rental market: Lightweight and fast installation rental screens (such as the Zhouming UT series) are suitable for concerts and brand launches. Combining XR technology, provide a one-stop solution of "LED+virtual scene".

By 2025, the three major markets of the LED display industry - cinemas, conferences, and leasing - will all enter a period of rapid growth. Enterprises need to focus on technological differentiation, scene customization, and ecological synergy in order to break through in competition.