1. Policy Support
China's "14th Five-Year Plan" lists the third-generation semiconductors (including Micro LED) as a key area, providing policy dividends.
2. Potential of Niche Markets
Smart Lighting: It meets the needs of smart cities (such as the street lamp management system).
Emerging Applications: XR virtual shooting (Unilumin has a leading global market share) and the high-end rental market.
3. Profit Margin
The cost of LED is decreasing while the demand is strong, leaving a relatively large profit margin. However, attention should be paid to brand building and differentiated competition.
