During the first half of 2025, China's optoelectronic display industry invested a total of approximately 103.5 billion yuan, marking a 26.7% year-on-year decrease. Among these investments:
- The display panel sector received 45.1 billion yuan, accounting for the largest share of 43.6%, despite a 18.3% year-on-year drop.
- The Mini/Micro LED sector garnered 23.8 billion yuan, representing 23% of the total investments and ranking second, albeit with a 48.5% year-on-year decline.
- The optoelectronic module sector saw investments of 17.4 billion yuan, accounting for 16.8% of the total, with a 37.8% year-on-year reduction.
- Notably, the optoelectronic display materials sector achieved countercyclical growth, attracting 16 billion yuan in investments, a 34.6% increase year-on-year, and accounting for 15.5% of the total. This sector emerged as the sole sub-sector with positive growth, underscoring the heightened strategic importance of upstream materials.