After more than 30 years of development, China's current led display industry has entered a mature stage. In the product homogeneity serious, increasingly dilute product profits, industry giants master the status of the moment, how to maintain a certain development vitality, to find new market growth has become a number of LED screen enterprises to seek the development of the primary task.
In the new historical situation, a series of conventional innovative display products came into being, such as LED small pitch, MicroLED, LED profiled screen, LED transparent screen, LED flexible screen, these different products for the display The industry has injected more development vitality, but also for social applications to bring more surprises. At the same time, but also for the LED screen to create a new market to provide more possibilities.
Small pitch to become a "weapon"
In recent years, the conventional led display industry competition is particularly fierce, the price war to become the industry normal. Part of the technology-led enterprises began to break on the pitch, P2.5 following the small pitch products is to become the industry's hottest products, competitive advantage is obvious.
2017 can be said to be a small gap in the burst years. With the rapid increase in social needs, small spacing began to replace the LCD, DLP and other traditional display products, into the indoor display areas. From the display of listed companies released the first half of the performance notice, due to the increase in sales scale and orders, the overall performance is very bright, of which small spacing is to maintain high boom.
Riyad (300296) said that compared with the same period last year, the current net profit growth is mainly due to the expansion of sales and orders to increase. Among them, the small pitch TV this year, signed a new order 800 million yuan, representing an increase of more than 50% over the same period last year.
Chau Ming Technology (300232) is no exception. The company released the first half of 2017 performance notice shows that the net profit attributable to motherland 1.31-1.44 billion yuan ($ 138 million), an increase of 100% -120%. Among them, small-pitch products to speed up the popularity of the first half to achieve nearly doubled growth, is to promote high performance growth of the main reasons.
According to the research institutions expected 2017-2020 domestic small pitch LED screen to maintain 40% growth rate; in view of the overseas market has not yet fully opened, the space is wide, this year or overseas small distance LED market development of the first year, is expected to overseas market 2017 - Speed of 96%. By 2018, the global small pitch LED market is expected to 12 billion, 2017-2020 market compound growth rate of 70%.
For the traditional led display manufacturers, into the small distance led display is the inevitable process of its differentiation. Faced with the phenomenon of homogenization increasingly serious, the price of hot industry, high technical threshold, high profit margins led display is undoubtedly a tool for the storm. For them, the small distance LED technology embodies the lead, will greatly enhance its industry status. At the same time, the technical threshold is a direct result of the "rare", high profits so that enterprises can get rid of the traditional product price war "Red Sea", opened up a new "Blue Ocean". It is precisely because of this, the traditional LED display manufacturers for small pitch LED is very persistent, and abnormal high-profile, as a small pitch LED products, the main public opinion to promote power.
Technology promotion to promote diversification applications
As a high-tech products led display, technology iteration update is the main profit point and product highlights. led display at the time of the rise, due to the technical backwardness, led display only a single display information, image function. With the progress of technology, especially the process of manufacturing, product development of personalized, and led display control system to enhance the technology, led display both from the appearance or content has a great breakthrough and development.
Such as China's small pitch products from the initial p2.5 production, to p2.0, p1.0 evolution. Since 2016, the domestic LED packaging plant has rapidly increased the production of 1515,1010 lamp beads, many manufacturers have been able to mass production 0808 small pitch packaging devices. As of the first half of 2017, some LED packaging plant has 0606 small pitch display LED device to achieve mass production. At the same time more packaging companies began 0505 small pitch display device research and development, is expected to also enter the mass production stage in the near future.
LED shaped display, but also broke the big screen splicing system can only be stitched into a rectangular shape of the traditional concept. It can be freely spliced into a variety of irregular shapes, to show the creative content. Not only the first time to attract the audience eye, but also better expand the application of led display splicing.
Intelligent LED display industry has become a major outlet. More and more enterprises began to invest in intelligent product development a lot of manpower, money. The current led display control system, has been in signal recognition, remote monitoring, touch display and other aspects have been very obvious advantages.
In addition, led display and VR / AR technology is also a combination of hot industry. With the VR / AR technology hot, but also further accelerate the LED display technology for multi-dimensional applications. In the "intelligent interaction" driven, VR, AR technology will be the perfect realization of "human screen interaction", for the development of the LED display industry, this is the challenge is the opportunity. In addition, the naked eye 3D technology turned out to be greatly rich, or changed the leadership of the early form of display. Holographic projection technology has now been applied to all areas of life. Not only can produce three-dimensional air illusion, but also can make the phantom interaction with the performers, together to complete the performance, resulting in shocking performance. But also very likely to become LED creative display of important segments.
Innovation shows subversion of traditional applications
As we all know, the current led display market product homogeneity of the problem has become increasingly prominent, enterprises are through product and application innovation to create their own differentiation advantages, small spacing LED, LED tiles, LED transparent screen and other innovative products, Is to subvert the traditional way of display, but also for the led display to provide a great opportunity for innovation and promising market.
In this regard, the industry giant Samsung can be said to go in the forefront. Samsung has launched the world's first LED movie screen, the screen width of 10.3m (33.8 feet), not only supports 4K (4096 × 2160) resolution, but also promised to achieve HDR visual effects. The news came up in the industry caused a great uproar, because once this form of cinema was promoted, it means that the film industry will be completely subversive.
Alto Electronics (002587) has also made many attempts in this regard. By Alto Electronics for the radio and television industry tailored LED display touch system, based on independent research and development technology, will be equipped with Alto electronic CLD108 new products, the introduction of professional television station screen, support touch, zoom, page, annotation and other functions, can easily meet TV news in the news, hot comments and other needs.
In fact, in addition to exhibitions, stage interpretation, the led display in the commercial retail, bars, intelligent teaching, sports venues construction, medical and other fields have a very wide range of applications, LED various creative screen, it is for its development The use of more areas of the market, and screen enterprises can be based on their own situation, take a segment of the field of specialized courses to avoid homogeneous competition.
With the gradual increase in demand for the display, in the market hot push and the continuous efforts of global manufacturers, P1.25-P2.5 has become the mainstream of market sales, with the distance between the small pitch continued to shrink, 2018-2019 market The mainstream will be below P1.0, and will soon enter the field of Microled display. As early as last year's IFA exhibition, Sony on display its so-called CLEDis display technology, in fact, is Micro-LED. At the time CLEDis to everyone with a very deep impression, ultra-delicate quality and vivid colors can be described as pleasing. Apple is also clearly in this area force, it acquired the Micro-LED display technology company LuxVue is already the best evidence.
In this information high-speed operation of the personalized era, the user urgent need for innovation and highlights, led display industry is no exception. In recent years, more and more led display companies began to enter the personalized display market, in the current industry competition is very fierce market environment, the screen enterprises only to control the initiative to better in the new display market to win the foothold To the ground.