Previously, Hangjia Shuo Display conducted an exclusive survey of over 20 enterprises, systematically reviewing the growth logic, industry impact, as well as the size and technology evolution path of LED all-in-one displays (Review).
A core question that follows is: as 'de-projection' and 'AI intelligence' become industry consensus, and the application scenarios of LED all-in-one displays accelerate their penetration from professional display into the three major fields of conferencing, education, and home use, what exactly is the real judgment of various industry players regarding these three scenarios?
Based on in-depth research on 20 companies in the industrial chain, we attempt to restore an authentic industry map by separating truth from falsehood: where do the differences lie beneath the consensus?
Conferencing Scenario: Short-Term Growth Driven by Stock Replacement
Over 70% of the surveyed enterprises rank the conferencing scenario as the direction with the most explosive potential or the highest priority for deployment. The foundation of this judgment is not an explosion of new demand, but the concentrated exposure of the experience shortcomings of traditional projection equipment under the normalization of hybrid work: insufficient brightness, the need to turn off lights and close curtains, and complicated wiring. The 'dark room meetings' that people reluctantly accepted in the past are no longer acceptable today. With features such as zero splicing seams, high brightness, and instant start-up, LED all-in-one displays are targeting a clear stock replacement market.
However, this stock replacement competition has its boundaries.
Some enterprises have locked their sights on high-end conferencing scenarios, where the average transaction value is higher and the decision-making chain is shorter. The deep integration of AI conferencing capabilities (such as speech-to-text transcription, remote collaboration, and multi-screen interaction) further opens up room for product premium.
It is evident that the conferencing scenario is undergoing internal differentiation: the low-end market focuses on replacement volume, while the high-end market focuses on value. Overall, the high-end market may become the key follow-up point after the incremental growth of the conferencing scenario peaks.
Education Scenario: Consensus Judges 'Steady Growth', but the Replacement Window May Arrive Earlier Than Expected
The mainstream consensus holds that the education scenario, constrained by factors such as bidding cycles, decision-making chains, and price sensitivity, will exhibit steady and long-term growth rather than short-term explosion. However, there is still room for discussion regarding the attribution of slowing growth: is the 'slow growth' in the education market due to insufficient demand, or is the supply side not yet ready?
Some enterprises list the education scenario as the track with the strongest explosive potential. The core supporting their view is the projection replacement demand in higher vocational and university lecture halls. Such large classroom scenarios have long been constrained by insufficient projection brightness and poor viewing experiences in large spaces; meanwhile, the procurement cost gap between high-end engineering projectors and LED all-in-one displays is progressively narrowing. When the price difference narrows to a critical point, the market replacement logic will switch from optional upgrades to rigid demand replacement.
This judgment does not contradict the mainstream consensus; it merely advances the prediction of the market timeline by half a step. The key variable lies in the convergence speed of the price difference between high-end engineering projectors and LED all-in-one displays.
Other enterprises point out that the LCD all-in-one display ecosystem in the education industry is already highly mature and stable, making it difficult for LED all-in-one displays to achieve comprehensive penetration in the short term. Unlike the conferencing market, the main line of competition in the education market is not simply 'de-projection', but a stock game with the LCD ecosystem. For LED all-in-one displays to achieve large-scale implementation in education scenarios, they need to cross not only the cost threshold but also the ecological barriers.
Home Scenario: Trillion-Level Imagination Space, but the Breakthrough Path Has Not Yet Converged
All surveyed enterprises acknowledge that the home market possesses considerable long-term imagination space, believing its potential scale could reach more than ten times the current overall volume of the LED industry. However, short-term constraints are clear, and issues such as price, power consumption, heat dissipation, and maintenance are difficult to solve simultaneously in the short term. There are obvious differences in the prediction of the market volume expansion timing among various companies. Some enterprises provide a clear timetable, believing that volume expansion is only possible after 2028; others judge that there will be no explosion in the next 2-3 years.
Some enterprises have already achieved small-batch C-end implementation in home scenarios. Deconstructing their commercialization paths reveals that this is not a comprehensive explosion in the mass market, but a closed loop run through in the high-end home decoration segment. Relying on self-developed energy-saving cold screen solutions to overcome power consumption and heat generation problems, they integrate display equipment into integrated home decoration design, targeting high-net-worth users at the top of the pyramid.
The inspiration from this case is that to leverage the home market, it is not necessary to wait until costs drop to the mass consumption threshold; it can also rely on product form innovation to cut into high-value segmented tracks.
Some manufacturers also value the integrated advantages of home scenarios, such as no need for external devices, one-key start-up, and low blue-light eye protection, with the user experience benchmarking against home TVs. This is a typical consumer electronics-oriented approach, but judging from the implementation costs at this stage, the LED solution still lacks cost-effectiveness compared to LCD. For this route to achieve substantial progress, it still needs to rely on technology iteration to drive a significant drop in costs.
Enterprise Perspectives:
Qingsong Guangdian: From the perspective of application scenarios, the applicable boundaries of LED all-in-one displays are steadily expanding. Beyond the two mature scenarios of conferencing and education, commercial display fields such as exhibition display, retail chains, government and enterprise lobbies, and cultural tourism performances are showing steadily increasing acceptance of integrated and standardized display terminals, becoming new sources of incremental growth. Behind this trend is the gradual matching of the all-in-one product form with diversified application needs—lightweight installation and deployment, low threshold for use and maintenance, and high consistency of display effects enable it to adapt to more display needs in non-professional environments. It is foreseeable that as scenario-based solutions continue to improve, all-in-one displays will break through existing application boundaries and move towards a broader commercial market, with overall growth space worth looking forward to.
Liyade: Driven by the dual engines of 'de-projection' and 'AI intelligence', the conferencing scenario has the most explosive potential, and it is happening now. Education scenario: great potential, but explosion takes time. Home scenario: optimistic in the long term, still in the early stage in the short term. Conferencing > Education > Home, this ranking will not change in 2026-2027. However, Liyade's strategy focuses on the long term: conferencing is the granary, education is the increment, and home is the future.
Zhouming Keji: In the short term, the conferencing scenario ranks first in explosive potential.
Aibisen: Government and enterprise commercial conferencing scenario > Education scenario > Home scenario.
Leiman Guangdian: In the short term, the de-projection trend is obvious, and the market demand for replacing stock projection equipment is strong, mainly concentrated in office conferencing and teaching scenarios, which is also the core basic disk for the growth of LED all-in-one displays in the next 1-2 years. With the steady increase in the penetration rate of COB all-in-one displays, products are gradually iterating from single display terminals to multi-modal interactive, AI intelligent collaborative, and smart office integrated equipment, which will further release the large-size display demand of government, enterprise, and campus, with clear industry growth expectations. From a long-term perspective, the B-end commercial market has a natural scale limit. As the recognized next-generation ultimate display technology, Micro LED's core development direction is the home track. The market has a trillion-level imagination space, and the overall scale can reach more than ten times the current total volume of the LED industry. Relying on the COB packaging process, Micro LED products have outstanding picture quality and stable operation, breaking through the technical barriers from B-end commercial to C-end home implementation. Relying on steady technology iteration, we have significantly reduced the pricing of Micro LED home giant screen walls to meet the psychological expectations of mass consumption. Coupled with differentiated home decoration value-added design, this series of products has now achieved C-end batch implementation, with good market feedback.
Guoxing Guangdian: The conferencing scenario has the strongest potential. It is a rigid demand for enterprise digital transformation. The pain points of traditional projection blurriness and complicated wiring are prominent, and the replacement logic is clear. AI conferencing cameras, voice interaction, and wireless screen casting functions are mature, and LED all-in-one displays can integrate AI conferencing capabilities in one stop. The education market fluctuates greatly due to the impact of bidding policy cycles. The home market has a high price threshold at this stage, and its penetration speed is far behind that of commercial conferencing.
Zhaochi Gufen: We believe that the demand in the conferencing scenario is still large, and the market in the education scenario will have a certain growth.
Xida Dianzi: The conferencing scenario is the most certain and mature growth pole at present. The core value of LED all-in-one displays in the conferencing field lies in the highly integrated display, control, power supply, and structure, achieving 'out-of-the-box usability'. In 2026, enterprises' demand for efficient, convenient, and high-quality conferencing displays is accelerating. The education scenario follows closely, possessing long-term value. Xida Dianzi's ultra-high-definition COB smart all-in-one displays have entered numerous universities and research institutes. Its healthy surface light source design can effectively protect the eyesight of teachers and students, which is highly consistent with the national policy direction of attaching great importance to the eyesight health of adolescents. However, the procurement cycle in the education market is long and the decision-making chain is complex, so the explosion rhythm will be slower than that of the conferencing scenario. The home scenario has huge potential but still needs time. The home market is highly sensitive to price and has higher requirements for product form and interactive experience. Although Xida has already deployed in the high-end home field, the large-scale volume increase of the home scenario still needs to wait for further cost reduction and the establishment of consumer cognition.
Zhongqi Guangdian: It has the most explosive potential in high-end conferencing scenarios. On the one hand, enterprises' requirements for conferencing display effects continue to upgrade. LED all-in-one displays have significant advantages over traditional projectors or LCD splicing screens in terms of environmental adaptability, color performance, response speed, and seamless splicing. On the other hand, with the deep integration of AI conferencing capabilities (such as intelligent speech-to-text transcription, remote collaboration, and multi-screen interaction) and LED all-in-one displays, the product premium space is further opened, which is more in line with the trend of enterprise digital office upgrading. Compared with education and home scenarios, high-end conferencing scenarios have a higher average transaction value and a faster commercialization implementation rhythm, and are expected to achieve large-scale breakthroughs first.
Kelunte: The conferencing scenario is the 'first stop' for the explosion of LED all-in-one displays and the current main battlefield; the education scenario is an important incremental market for LED all-in-one displays; the home scenario has a large imagination space, but comparatively, the current sales volume is the smallest, although the future is promising.
AET Aertai: The three are currently at different stages and all have explosive potential. The conferencing scenario is an existing advantageous scenario and also the most mature application field of LED all-in-one displays at present. The rigid demand of enterprise conference rooms for 'zero splicing seams', 'high brightness unafraid of ambient light', and 'All-in-One instant start-up' is the most clear, and this basic disk is steadily and steadily expanding. In the context of smart education, the advantages of LED all-in-one displays are accelerating to emerge. Traditional projections lack clarity, and LCD screens have problems of reflection and small viewing angles, while LED all-in-one displays just make up for these shortcomings in dimensions such as brightness, viewing angle, and no splicing seams. At present, LED all-in-one displays have been maturely applied in scenarios such as university lecture halls, but limited by price factors, the market is difficult to grow rapidly in the short term. In terms of home scenarios, AET Aertai already has implementation cases of LED all-in-one displays used in home theaters. The core logic of the home scenario is that the all-in-one display does not need external sending cards, receiving cards, adapter boards, and other equipment, features one-key start-up, and has low blue-light eye protection characteristics, with a user experience similar to the convenience of home TVs. As costs steadily drop, system construction and content ecosystems improve, the home is expected to become an important incremental market in the long cycle of the future.
Nuowa Xingyun: The improvement of the LED all-in-one display ecosystem and standards has injected a strong stimulant into the market, while also putting forward higher requirements for display control technology and display picture quality. Relying on leading picture quality algorithms and full-link display control solutions, Nuowa Xingyun is accelerating the promotion of LED all-in-one display market growth. At present, the basic disk of the conferencing scenario is stable and still has room for upgrading; as the main force of increment, the education scenario has strong demand resilience. The home scenario has huge potential. As industry bottlenecks are overcome one by one, the growth momentum of multiple scenarios will continue to be released.
Lanpu Shixun: We believe the conferencing market has the most explosive potential. Although the education and home markets also contain development space, the conferencing scenario is the golden intersection that perfectly steps on the dual dividends of 'de-projection' and 'AI intelligence'. Compared with traditional projection equipment, the conferencing all-in-one display, with its high brightness, ultra-high contrast, and seamless visual impact, has thoroughly ended the era of 'dark room meetings'. Paired with a highly integrated mobile stand, the all-in-one display achieves a consumer electronics-level experience of 'plug and play, eliminating on-site construction and calibration'. At the same time, it breaks the fixed space limitations of traditional large screens, allowing enterprises to quickly upgrade any space into a digital collaboration center without expensive hard decoration transformation, greatly shortening the decision-making and deployment cycles of enterprise customers.
Hongli Zhihui: The conferencing scenario is the track with the strongest explosive potential at present; education is a medium-to-long-term incremental disk; the home is still in the embryonic stage, and the explosion cycle is further away.
Kaleite: The sales volume of LED all-in-one displays in the conferencing scenario is rising rapidly year by year. Its core is that market demand is extensive. Conference rooms, reception rooms, auditoriums, and training rooms are all rigid demands, and the larger the scenario, the more it relies on LED screens. Coupled with the steady improvement of LED technology, cost reduction, and the steady maturation of applications such as AI meeting summaries, AI appointment, AI whiteboards, and AI sound pickup and amplification, the experience steadily optimizes, possessing the greatest explosive potential.
itc Baolun Gufen: Driven by the dual industry trends of 'de-projection' and 'AI intelligence', the conferencing all-in-one display has long broken through the single attribute of traditional office display equipment, upgrading to a core intelligent hub that connects people and information, bridges local and remote, and links offline scenarios with the intelligent cloud. Combining the industry development cycle, rigid demand for equipment replacement, landing space for AI technology, and market incremental potential, the three major scenarios of conferencing, education, and home all have room for growth, but their explosive potential and growth rhythms vary. Conferencing scenario: the strongest short-term explosiveness, entering a high-speed growth channel. With the normalized popularization of the hybrid work model, enterprises' demand for efficient collaboration, remote interconnection, and lightweight smart conferencing steadily rises. At the same time, the demand for aging iteration and intelligent transformation of traditional projection equipment is concentratedly released. Under the superposition of multiple benefits, the conferencing scenario has become the core market with the fastest growth and highest certainty among the three major tracks. Education scenario: steady and long-term growth, with broad incremental space. With the steady promotion of new education infrastructure, smart campuses, and smart classroom construction, the intelligent upgrade of education hardware has become an industry rigid demand. Traditional projectors and ordinary electronic whiteboards are being acceleratedly replaced by education all-in-one displays equipped with AI intelligent functions. In the future, with the comprehensive rollout of national smart campus construction, stock replacement and new procurement demand will be released simultaneously, and the industry's long-term growth potential is sufficient.
Chuangwei Shangyong: Conferencing > Education > Home. Conferencing has the most potential. Enterprise digital transformation + normalization of hybrid work means clear budgets for 'display upgrades' in conference rooms; the replacement rate of LED all-in-one displays for projections in the 100-150 inch range exceeds 60%, and the replacement rate for LCD splicing exceeds30%. Education grows steadily, driven by policies (new education infrastructure), but the procurement cycle is long and the decision chain is complex; eye protection demand is a bonus, but price sensitivity is higher than in the conferencing scenario. The home is optimistic in the long term. Entering the living room with sizes below 110 inches is feasible, but price is still the biggest threshold; it needs to wait for further cost reduction of Micro LED, and volume expansion is expected to be possible only after 2028.
AOC: Driven by the two major trends of de-projection and AI intelligence, the conferencing scenario has the strongest short-term explosive potential; the education market is significantly affected by policies and budgets; the home scenario is still in the cultivation period, and users' willingness to pay has not been fully opened. Now that enterprise hybrid work is normalized, the demand for replacing traditional projections and renovating old conference rooms is strong. Through AI intelligence functions such as meeting minutes, real-time transcription, and remote collaboration, it directly solves the real pain points of enterprises, and the landing transformation is faster.
Weishi Shangxian: The most explosive is the home scenario.
Youjing Guanfu: The conferencing and education scenarios have been fully verified by the market. At present, a large number of terminal users have truly felt the practical value of LED all-in-one displays in these two scenarios—whether it is wireless screen casting and remote collaboration in conference rooms, or interactive teaching and clear display in education scenarios, the all-in-one displays have proven themselves to be efficient and reliable solutions. These two major scenarios will maintain a steady growth trend. The home scenario is still in the initial stage of gradual penetration, and currently only a few all-in-one display brands are trying to deploy in this field. However, with the steady breakthroughs in Mini/Micro LED technology, the steady improvement of production capacity, and the resulting more friendly prices, the home scenario will release huge market potential. When LED all-in-one displays truly enter homes—whether as giant screen theaters, game display terminals, or home digital art galleries—their explosiveness will be incomparable to the conferencing and education scenarios.
Conclusion
A core inspiration from this survey is that the market's ranking differences on the three major scenarios are essentially the externalization of cognitive differences in the product attributes of LED all-in-one displays. From this, three judgments worth paying attention to can be extracted:
First, the replacement dividend in the conferencing scenario has strong certainty. Coupled with the currently low penetration rate of LED all-in-one displays in the conferencing market, the market share may rise steadily. However, while grasping this wave of 'de-projection' growth opportunities, it is still necessary to be alert to the path dependence of a single scenario. When the phased replacement dividend gradually peaks, whether high-value segmented tracks such as high-end conferencing can continue to undertake growth depends on whether enterprises can shift from 'selling display screens' to 'selling conferencing efficiency'.
Second, the breakthrough players in the home market may not necessarily come from the traditional display screen camp. The survey shows that among enterprises with a positive attitude towards the home scenario, cross-boundary roles (upstream enterprises, commercial display enterprises, etc.) account for a considerable proportion, while traditional screen manufacturers have a relatively cautious attitude. This structural difference reminds us: the competition in the home track may first occur in the dimensions of consumer electronics genes and system integration capabilities, rather than a simple comparison of display parameters.
Third, the real variable lies in the migration of product definition from 'engineering equipment' to 'consumer electronics'. Multiple enterprises unanimously emphasize instant start-up, mobility, installation-free, and folding to enter elevators... Behind these features is the slow migration of the cognitive logic of LED all-in-one displays. When the product form completes this transition, the competitive elements will no longer be limited to brightness, splicing seams, and price, but will extend to broader dimensions such as channel systems, brand cognition, and after-sales response. Its scope of influence may exceed the explosion rhythm of a single scenario itself.
For practitioners, the real challenge may not lie in predicting 'which scenario will explode first', but in examining themselves. When LED all-in-one displays become equipment that can be 'used right after buying back', are the original engineering channels, sales scripts, and service systems still effective?
The migration from 'selling screens' to 'selling equipment' ultimately points to consumer electronics orientation. And one of the core characteristics of consumer electronics orientation is the price drop and experience front-loading after technology maturity. When price barriers are gradually dissolved, the competition focus of LED all-in-one displays will shift from who can make it cheaper to who can understand the scenarios better.