At an investor event, Leyard said China’s LED display industry remains highly
competitive and overseas markets offer stronger growth potential; after internal
business-model adjustments and tighter project quality controls, its domestic
display gross margin has been recovering, with the display segment’s blended
gross margin rising to 28.45% in 1H2026. The company said mature application
scenarios remain the base for its AI and spatial computing businesses;
embodied-intelligence operations are expanding, with revenue share increasing
and becoming a new growth driver as Leyard extends its motion-capture and
spatial-positioning technology into robot training data collection, motion
tracking and performance testing.
