2026, domestic or overseas? 24 LED display companies settled

Recently, "Experts Start the New Year" surveyed more than 20 leading LED display companies and released an exclusive: 20 leading LED display companies started the new year, which aroused heated discussions in the industry - when the global LED display industry enters the dual cycle of "stock game + incremental breakthrough", how do these companies position themselves in the domestic and overseas markets?

This article will focus on the strategies and judgments of leading companies’ domestic and overseas layouts.

In fact, more than 80% of the world's production capacity is concentrated in China. This pattern has long determined that Chinese companies cannot focus solely on the local market. When the time finger points to 2026, experts say that a survey of 24 core companies in the industry chain reveals a profound trend:

In 2026, the entire industry is undergoing a profound "market layout revolution" - no company will stick to a single market anymore, both leading giants and segmented players are looking for their own survival coordinates on the dual tracks of "domestic + overseas".

The core of this revolution is not simply "going abroad to follow the trend", nor is it a passive defense of "sticking to the domestic market", but the collective transformation of the entire industry from "scale-driven" to "value-driven".

The layout choices of 24 companies are like 24 concrete industry slices, piecing together the breakout path of China's emerging display industry: some people continue to roll out technology and scenarios domestically, turning the "Red Ocean" into a "training ground"; some are pursuing high-end and profit overseas, turning the "blue ocean" into a "growth pole"; some are collaborating and adapting between the two markets to balance risks and increments.

The choice of each company reflects the underlying logic of industrial development, or may jointly rewrite the industry competition pattern in 2026.

The following are the details of the company's domestic and overseas strategies:

"Two-wheel drive" and "equal emphasis on domestic and overseas" - in the expert's survey of 24 emerging display companies, these words appeared frequently, forming the mainstream of the industrial strategy narrative in 2026. However, when we put these words back into the business background and development trajectory of each company, a more three-dimensional picture emerges: each of the 24 companies has made a clear strategic choice based on where its own "roots" are.

Leyard: This year we will continue to promote the strategy of “dual-engine drive, deep global collaboration”. The domestic market is the foundation of Leyard and the first test field for innovative technologies. Leyard will continue to work hard to promote the value of Micro LED and AI integrated applications in government affairs, high-end commercial, cultural and tourism and other fields, consolidate the basic market and lead the industry upgrading. Overseas markets are Leyard's profit growth point and high point of influence. The high-end markets in Europe and the United States and the rapidly growing markets in Asia, Africa and Latin America provide the company with broader incremental space and a better profit structure. At the same time, a complete global production capacity layout can effectively resist market and trade policy risks in a single region and enhance operational resilience.

Unilumin Technology: It will not neglect a single market, but based on its own resources and market opportunities, it will carry out differentiated deep cultivation and collaborative layout at home and abroad, and dynamically adjust to form a global ecological collaborative system.

Absen: In 2026, we will adhere to the development strategy of dual-wheel drive at home and abroad, with equal emphasis on both. From the perspective of overseas markets, the company has been deeply involved in the market for more than 20 years, with business covering more than 165 countries and regions, and has built a mature localized operation system and global channel network. In 2025, overseas revenue will increase by approximately 8.94% year-on-year. It has achieved breakthroughs in incremental regions such as Southeast Asia and Latin America. The brand differentiation advantage is significant, and there is still room for continued exploration in the future. From the perspective of the domestic market, we achieved a high growth of approximately 31.56% in 2025 against the background of weak overall industry demand, verifying the huge potential of the domestic market in the AI industry, government and enterprise digitalization, commercial display and other fields. As domestic new infrastructure and digital transformation continue to advance, incremental opportunities in the local market will continue to be released. Based on the two-wheel drive strategy, in 2026 we expect to further increase the revenue share of the domestic market on the basis of consolidating our core advantages in overseas markets. While the global market scale is growing steadily, we will promote a more equalized revenue structure at home and abroad, and fully tap the growth potential of the dual markets.

Hikvision: There are currently many domestic LED players, and 70% of the world’s production capacity is domestic. This determines that “going overseas” is not a multiple-choice question, but a must. Although we now see many big Internet celebrity projects like Sphere overseas, in the final analysis, the popularity of overseas markets and the breadth of system integration currently lag behind domestic ones. Although domestic competition is fierce, it has also honed manufacturers' flexibility in meeting complex demands. Hikvision is currently actively expanding into the global market, and our goal is to achieve a 1:1 revenue ratio between domestic and overseas. The domestic market is our "technical training ground", where the toughest environment forces product innovation; while the overseas market is our vast "application test field". What we have to do is use the deep integration experience accumulated in China to adapt to different overseas application ecology. This two-wheel drive structure will allow us to have both the explosive power of growth and sufficient risk resistance in the complex competitive landscape after 2026.

Qiangli Jucai: First of all, the domestic market potential is still promising. Digital transformation and smart city governance have put forward higher requirements for the display and dissemination of information. Urban public information display, transportation and security smart display using LED large screens as the carrier will usher in continuous construction and upgrades. At the same time, coupled with the rise of segmented scenarios such as cinema LED screens, smart cultural tourism, and education informatization, the application of LED screens will be more extensive in the future. Secondly, overseas market demand is strong, with significant growth in emerging markets such as Southeast Asia and Asia, Africa and Latin America. Market globalization is the core strategy for future corporate development. Based on this, Qiangli Jucai has a clear strategy of taking root in the world, with different positioning in the domestic and international markets, and advancing side by side.

Nova Nebula: We will always focus on the research and application of "core algorithms for video display and control" and adhere to the leadership of technological innovation. As always, we will maintain high-intensity R&D investment to provide customers with full-link solutions from "LED/MLED display drive and control" to "video processing and cloud services". With core technology and global services, we will join hands with industry chain partners to continue to serve the global market, expand various emerging scenario applications, help LED/MLED displays to expand into trillion-level commercial displays and consumer-level displays, and create more and greater value for global customers.

Zhongqi Optoelectronics: Continue to implement the strategy of paying equal attention to both. Zhongqi is positioned as an ODM/OEM, serving B-end manufacturers. While steadily developing the domestic market, it continues to make efforts in overseas market layout. Through the output of high-quality manufacturing and customization capabilities, it will further increase its business share in overseas markets.

Nationstar Optoelectronics: The domestic and foreign markets of the display industry present obviously different characteristics and demand patterns. The foreign market is mainly the engineering leasing and new display market, while the domestic market is mainly engineering projects. This difference results from different market development stages, customer needs and competitive environments. Nationstar's display business has direct or indirect customers and a large share of the foreign market. The foreign market is mainly the engineering leasing and new display market, while the domestic market is mainly engineering projects. At the same time, we use MIP panels as a starting point to find the second growth point, continue to increase the production capacity of MIP products, reduce costs and increase efficiency.

Colorlet: The company will insist on paralleling domestic and overseas markets, continue to increase investment in research and development, and launch different types of products for different domestic and foreign markets. In 2026, we will continue to strengthen brand management and publicity so that more users can use our products. Globalization has always been one of Colorlight's important strategies. Colorlight's revenue is growing and its share of overseas markets is gradually increasing. While consolidating its domestic business, Colorlight is vigorously developing overseas markets and actively exploring emerging application scenarios.

Aimaipu: We adhere to the strategy of paying equal attention to domestic and overseas markets. Domestically, we rely on a complete industrial chain to implement "two lines in parallel": consolidating the supply of lamp beads to core customers, while cultivating emerging scenarios through panel solutions, and quickly establishing MiP technology ecology and market awareness. Overseas, with the core of "technology overseas and ecological co-construction", through in-depth technical exchanges and case analysis, Micro-MiP technology value is conveyed to global industry partners and potential users, building technological awareness and trust, and enhancing the company's influence and brand awareness in the international professional field.

Baolun Co., Ltd.: In 2026, we will adopt a two-wheel drive strategy of “domestic deep cultivation + overseas expansion” to achieve equal emphasis on both. By building the ITC Baolun Industrial Park and building joint laboratories with many schools and research institutes, we have joined hands with 56 high-quality foreign strategic partners to deepen our global strategic layout, bring domestic brands to the world, and help global users move towards a more efficient, smarter and more sustainable development model. In addition, ITC continues to deeply explore the regional market and improves the national strategic layout by deploying subsidiaries in Beijing, Nanjing, Shanghai, Hubei, Zhejiang, Sichuan, Chongqing, Shaanxi, Shandong, Anhui and other places; at the same time, it has launched special training camps for product managers in subsidiaries in various places to realize the core development strategy of "professional empowerment + scenario in-depth development" and explore intelligent application scenarios in line with regional characteristics. We hope that in 2026, we will achieve a healthy pattern of steady growth in the domestic market and rapid breakthroughs in the overseas market, through coordinated development of the dual markets.

Uniview: In the commercial display field, Uniview will adhere to the two-wheel drive strategy of "deep domestic cultivation and overseas expansion". In 2026, it will increase its overseas expansion efforts and achieve high overseas growth goals. Domestically, relying on Uniview's deep accumulation in smart cities, transportation, energy, education and other industries, we will continue to deepen the integration of display control and industry solutions, increase the innovative integration of AI + smart display and control systems, and promote the implementation of innovative technologies in new scenarios, especially in command centers, conference collaboration, digital exhibition halls, information release, industrial SOP and other scenarios to strengthen the delivery capabilities of "display + AI + IoT" integrated solutions. Overseas, with the help of Uniview's global sales and service network, we focus on promoting high-end commercial display products and solutions overseas, especially in Latin America, Australia, the Middle East, Southeast Asia and other regions, and enhance brand influence and market share through localized cooperation and industry customization.

Leading overseas companies pursue higher profits, brand premiums, and jump out of domestic "Red Ocean" competition. They clearly regard overseas markets as the main revenue engine, and some have set a high goal of overseas accounting for more than 60%. They believe that overseas high-end markets are more willing to pay for innovative technologies and brand solutions, and project profit margins and payment quality are better. The following are some corporate views:

Alto Electronics: The company adopts a strategy of developing both domestic and overseas markets. It focuses on profit quality overseas and focuses on emerging scenarios domestically. Overseas markets are the core driver of growth and profitability in 2026. The industry will benefit from the demand brought about by the recovery of global sports events and large-scale events. Its advantages include strong customer payment ability, high project profit margins, and excellent repayment conditions; and the rapid implementation of cutting-edge applications such as immersive performing arts, which can easily form benchmark projects with high financing capabilities, and its experience can be fed back to the country. The key to the domestic market lies in scene expansion. Projects such as immersive performances, virtual filming, and commercial cultural tourism are accelerating, and the market space is vast. The company will rely on proven overseas experience and models to achieve rapid replication in the domestic market. Based on the company’s competitive advantages of serving overseas landmark projects, top events and top customers, the revenue structure target for 2026 is set at 60% overseas and 40% domestically.

Qingsong Optoelectronics: Domestic and overseas business are developed simultaneously and advance simultaneously. In 2026, the company will firmly implement a development strategy of paying equal attention to domestic and overseas businesses, continue to expand revenue scale, and anchor the target of a 4:6 ratio of domestic to overseas revenue. The core logic of this strategic layout is that overseas high-end markets have higher premium space and stable market demand for innovative technologies and brand solutions, while the domestic market relies on the collaborative efforts of the internal marketing system to steadily develop. The combination of the two is highly consistent with Qingsong's core aspirations of pursuing healthy profits and long-term brand value. In 2026, facing the new economic situation at home and abroad, the company will solidly promote all-dimensional operation management and overall coordination through localized operations; the brand value accumulated by the global layout and the technical traction gathered will continue to coordinate the development of Qingsong's domestic and overseas businesses.

Xida Electronics: In 2026, we will continue to adhere to the strategy of "paying equal attention to domestic and international development, and developing faster internationally". Since Xida's products are internationally competitive in terms of technical performance and display effects, and are more in line with the overseas market's demand for high-end displays, the growth rate of the international market will be higher than that of the domestic market. At present, the company's products have covered major markets around the world, including Europe, the United States, Japan, South Korea, Southeast Asia, the Middle East and other regions, and continue to expand through its own sales team and partner network. The proportion of overseas revenue is expected to increase to about 30% in 2026.

Lamp Video: In 2025, we will actively deploy and expand overseas markets, achieve breakthrough growth, and establish overseas local warehouses and offices in the Netherlands and Saudi Arabia. In 2026, our focus will still be on overseas markets. In the future, the company plans to give 80% of its production capacity to international markets, and expects overseas revenue to reach more than 80% of total revenue.

Kinglight Crystal Platform: In 2026, we will focus our strategy on the high-end market. Based on the current situation of overcapacity, fierce price competition, obvious homogeneity, and limited profits in the domestic traditional LED display field, expanding domestic and foreign high-end markets has become a key path to break through growth bottlenecks. Jingtai has accumulated multiple benchmark project cases, including the London Olympics, Qatar World Cup, New York Times Square, etc., providing empirical support for its high-end market. At the same time, relying on long-term technology accumulation, we launched the KS series of products specially designed for the high-end market. They have the characteristics of high brightness, low power consumption and long warranty, and meet the stringent requirements of the high-end market for product performance. In terms of new technologies and products, Jingtai’s MiP, P3 theater series and high-end rental series have also received positive feedback from high-end customers. Through years of market expansion and brand building, the Jingtai brand has established recognition among high-end customer groups.

Ming Microelectronics: We have long-term focus on and layout of overseas markets. Relying on years of technology accumulation in the field of LED display drivers, we actively respond to market segmentation development and industry chain integration trends, and continue to develop products that meet the real needs of domestic and overseas markets. Currently, Mingwei has a solid customer base and a complete industrial chain layout in the domestic market, and is actively exploring overseas markets.

Haijia Group: In 2026, Haijia Group will implement a dual-track strategy of "focusing on domestic cultivation and actively expanding overseas", with the goal of stabilizing domestic growth and accelerating foreign revenue growth, while ensuring its core position and contribution to the domestic market. In the domestic market, the Group relies on its channel network covering 31 provinces across the country and policy opportunities such as "Hundred Cities and Thousand Screens" to continue serving government affairs, cultural tourism, transportation and other fields, and expands high-end markets such as smart cities through "HiGreen" overall solutions. In overseas markets, Haijia covers more than 70 countries and regions around the world with the "Haijia Colorful + HiGreen" dual-product strategy. It will focus on exploring emerging markets such as Southeast Asia and the Middle East with the help of "One Belt and One Road", and promote local operations through overseas offices and the "dual-brand-driven" model.