Inventory of major events in the LED industry in June 2025

In June 2025, the LED industry, driven by the dual engines of "technical breakthrough + westward migration of production capacity clusters", set off a new round of industrial upgrading.
Major projects and capacity layout
Zhouming Technology Nanchang Micro/Mini LED base landed
The wholly-owned subsidiary "Nanchang Zhouming Optical Display Technology" completed registration (registered capital of 50 million yuan), invested 600 million yuan to build a production base, focusing on COB and
MiP packaging technology, aiming to support the commercial use of P0.4 ultra-fine pitch products, and plans to build the third largest MLED manufacturing hub within 6 months.
Shengtian Microelectronics Zhongshan Mini LED project land acquisition
On May 30, 20 acres of land in Zhongshan were completed, and 500 million yuan was invested to build a research and development center and intelligent manufacturing base, focusing on the layout of automotive Mini LED backlight and automotive-grade ADB modules.
Dehao Runda Bengbu Automotive LED Packaging Project
Invest 50 million yuan (30 million yuan in the first phase) to build an automotive LED packaging production line, which is expected to be put into production in December 2025, with an annual sales revenue target of 70 million yuan.
HKC signed a contract for a full-color M-LED chip base
Signed a contract with Shunqing District, Sichuan to invest 10 billion yuan, with a designed monthly production capacity of 1 million pieces and a first-phase production capacity of 150,000 pieces, to produce full-color
new display chips.
