Data from TrendForce, a global high-tech industry research institute, show that the global LED display market grew by only 1.2% in 2025, reaching USD 7.52 billion.

Against the backdrop of slowing industry growth and intensifying competition, Unilumin Group moved in the opposite direction, becoming the first company in the industry to surpass the CNY 8 billion revenue milestone. This achievement also marked its continued leadership, ranking No.1 for the third consecutive year.

The performance reflects a strategy that pairs operational stability with a deliberate shift toward artificial intelligence (AI)—an approach that is beginning to reshape both the company’s growth model and its position in the industry.

A Balance of Stability and Change Lies behind Revenue of CNY 8 Billion
Unilumin’s resilient growth is rooted in stability.

Despite the lackluster performance of the broader market, revenue for 2025 has risen steadily over the past three years, from CNY 7.41 billion, CNY 7.77 billion to CNY 8.09 billion, pointing to a degree of scale resilience uncommon in the sector.

Core business remains solid. In 2025, smart display business generated CNY 7.635 billion yuan in revenue, up 6.19% YoY, while shipment area surged nearly 32% YoY to 1.083 million square meters, maintaining its lead among publicly listed peers.

Operational efficiency has also improved. Accounts receivable turnover days shortened to 87, while inventory turnover fell to 106 days, signaling a healthier balance sheet and better operational discipline.

More notable, however, is where growth is coming from. Crossing the CNY 8 billion threshold owes as much to “change” as to stability.

High-end segments have become new growth engines. Revenue from Mini/Micro LED products jumped 49.1% YoY to CNY 1.254 billion, while creative display projects doubled to CNY 287 million. AI and Metasight solutions, which has emerged as a strategic pillar, rose 20% YoY to CNY 288 million. Even in a soft domestic market, the company still recorded CNY 3.393 billion in revenue, up 14.62% YoY.

This shift is not incidental. Unilumin has scaled back parts of its traditional lighting business and increased R&D spending to CNY 380 million, including CNY 73 million tied to AI. In a nutshell, the company prioritizes long-term positioning over short-term margin stability, aiming to build technological barriers and a second growth engine anchored in software and intelligent systems.

Four “No. 1” Titles—and What They Mean
The dual strategy, “stability” and “change”, has earned Unilumin four notable industry distinctions:

• The top revenue performer among listed LED display companies for three consecutive years, a strong testament of Unilumin’s comprehensive competence.
• The largest shipment area among listed peers, reflecting its ability to deliver across scenarios—from outdoor fixed installations to fine-pitch displays and xR virtual production.
• The leading share in the rental market, backed by high-profile projects spanning multiple Olympic Games, Oscar Awards, World Expo 2025 Osaka, and China’s Spring Festival Gala.

China Pavilion of World Expo 2025 Osaka

• The No. 1 position in xR virtual production, one of the industry’s most technically demanding and high-value segments.

Together, these rankings form both a competitive moat in traditional markets and a springboard into AI-driven transformation.

From LED Solution Supplier to LED+AI Ecosystem Builder
Unilumin’s longer-term bet is on AI.

In the age of AI, Unilumin is repositioning itself from an LED solution provider to what it calls a pacesetter in AI-oriented Metasight ecosystems.

Unilumin’s Joint Venture of Smart Display Robotics

Its large-model strategy follows a hybrid path of in-house development, partnerships and integration. The company’s proprietary “Shanyin” model has completed regulatory filing for generative services, while its AI agent platform integrates multiple leading models, such as GPT-5, Gemini 2.5 and DeepSeek, enabling dynamic orchestration across systems.

On the enterprise front, its Z.Brain platform has been deployed in projects with major clients, while a “hardware plus AI subscription” model signals a shift from one-off equipment sales to recurring service revenue.

At the edge, the company has signed agreements to deliver 1,500 AI-integrated All-in-One displays, launched pilot consumer products such as AI-assisted learning lamps, and accumulated more than 15,000 virtual content assets.

Meanwhile, its UniAIoT platform has been upgraded to unify AI, IoT and audiovisual systems, capable of managing tens of thousands of connected devices.

The company’s strategy is not simply additive. By expanding AI subscriptions, intelligent display robotics and digital asset operations, Unilumin is steadily increasing the share of software-driven revenue—recasting itself as an AI-centric technology company.

A New Growth Model Takes Shape
As consolidation accelerates across the LED display industry, Unilumin is not competing primarily on capacity expansion. Instead, it is betting that Metasight solutions customized to varied demands and AI-driven services will redefine where value is created.

Looking ahead to 2026, “LED plus AI” remains the company’s central strategy. Advances in ultra-fine pitch technology and large-scale commercialization, combined with the development of IP-based digital assets and vertical AI models, are expected to unlock new value.

In an era defined by incremental competition, Unilumin is wagering that AI will serve as the engine of its next phase—reshaping not only its own trajectory, but the growth paradigm of the LED display industry itself.