1. Regarding the development and pricing of the COB market.

The abundance of COB exhibits at ISE and ISLE exhibitions had increased, and the attention and consultation rate of domestic and foreign visitors to COB products have increased significantly. Overall, most of the manufacturers are making progress and optimizing costs continuously. Currently, the problems arising from COB technology in engineering customization, technical performance, and cost balance have been overcome basically.

However, the current rapid development of COB may bring some problems: such as blindly pursuing cost reduction while neglecting quality and reliability issues; Causing hidden dangers in the product, such as difficulties in later use and maintenance. Focusing on research and development and quality is the long-term direction of product development.

2. Requirements for COB application scenarios.

COB technology has an advantage in small micro pitch displays. SMD below P1.0 will face reliability issues and require the use of integrated packaging, while integrated packaging COB requires high precision in technology and materials. With the continuous decline of costs, it is an inevitable trend for COB to enter the high-end household consumption market in the future.

In addition, the potential market for conference all-in-one machines is huge, but they are price sensitive highly. After the cost price of COB decreases in the future, COB technology may play an important role in the conference market.

Summary: COB is an incremental market, but it also requires time to settle. We look forward to COB becoming another fulcrum for levering Micro LED doors.