Since the official introduction of Industry 4.0 in 2013, 'intelligence' has been the theme leading the fourth generation of industrial revolutions, and we can clearly see that many new technologies and applications have gained significant prominence in the process of automation to intelligent development Breakthroughs in science and technology brought about by the increase in production and efficiency, production and reduce labor costs make enterprises in the process of transformation of substantial benefit, intelligent production, man-machine collaboration 'achieved remarkable results, the interaction of the industrial chain, man-machine collaboration Will enter the actual application stage.At the same time, we can also see the more challenging innovation opportunities born in this transition.As one of the important roles in the LED display industry, has always insisted on the intelligent In the direction of development, and in recent years, hard work and innovation in the process has achieved good results.
Upstream enterprise market environment is good Display market stability
With the advent of 2018, China's manufacturing industry has also immediately entered a new manufacturing environment, but also faces a variety of unknown challenges.In fact, the LED package market for the entire LED display market stability Plays a decisive role.From the current authoritative data institutions research shows that the mainstream LED package components in the Chinese market prices remained stable and no significant fluctuations in high-power and medium-power products, but the price of packaging products is expected from 2018 first In addition, as well as industry veteran analysts said that although in recent months China's major manufacturers have lowered the price of LED chip products, but the package end of the procurement cycle for the chip supply longer, so the price and Did not immediately follow the cut.
The current performance of major industry giants in the preview of the annual performance point of view, the overall performance continued to grow rapidly, most of the reason is to benefit from the LED industry boom reason.From the overall situation, although the price of LED chips should be steadily declining every year, Because the cost is declining, but from an objective point of view, depends on whether some manufacturers take the initiative to lower prices or passive price reduction.But this slight fluctuations, it seems completely affect the stability of the LED chip market, and in the future, the LED chip continues Expansion will further expand market share.This is not only for the upstream LED display business, is a good news, for the entire LED display industry is also a delightful thing.
Micro LED market once again force the application area to occupy most of the country
I must mention that, MicroLED in the past two years, the industry activity in no way inferior.With excellent performance, in various display areas are widely used in wearable watches, mobile phones, car displays, augmented reality / Virtual reality, display and television ... almost can see his presence in the field, but has always been because of technical difficulties and higher processing costs and other factors, and more used in high-end television, display and automotive Display .Not available, depending on the impact of the market size of MicroLED and coverage, the application of large-size display will become the mainstream market in the future.And estimated that by 2025, MicroLED applications in large-size display output will be Reaching 1.98 billion U.S. dollars, accounting for almost 68% of all applications.
This figure is extremely attractive for the upstream LED display manufacturers.Many industry giants regard MicroLED as the next big trend in the field of display technology.Samsung has been enlisted, and Apple recently acquired MicroLED LuxVue, and even filed a patent for foldable iPhone using MicroLED technology, made us look forward to the advent of AppleWatch and iPhone using this panel. MicroLED is a cool new technology for now and it does Has its own advantages and characteristics, but its maturity and cost compared to the existing traditional display technology there are still some shortcomings, and there is a big gap.
Industry chain division of labor or subdivision areas will become the focus of the layout
LED display industry is in a steady period of development, as the technology matures and constantly updated, LED display costs will decline year by year from the industry situation in the past two years we can easily find the LED display industry chain in the middle reaches Manufacturers large-scale investment, and continue to expand and mergers and acquisitions, making the industry concentration is also getting higher and higher.In the supply chain, with the continued release of production capacity, chain supply and demand will once again change. Continuously improve the level of supply chain management, from the capital level to promote the supply side of the depth of cooperation, so that segments of the enterprise division of labor cooperation.It is worth mentioning that in 2017 the total size of China's LED industry 636.8 billion yuan, an increase of 21% .Among them, the upstream chip Rapid growth in the middle reaches of the package steady development of downstream applications to maintain rapid growth.More industry estimates that the CAGR of China's LED industry output will reach about 18% by 2018-2020, China's LED output value will exceed 1 trillion by 2020 .
It is not difficult to see that the LED industry has developed to this stage, LED display industry people seem to pay more attention to how the layout in various segments of the layout, etc. The entire LED display industry, whether upstream, midstream, downstream businesses are constantly expanding State, it also indicates that the industry is in a very active state, the LED industry in 2018 only continued to produce automation and product innovation in both directions, in order to continue to drive the pace of development of the industry more pay attention to the field of technology Research and differentiated development in order to stand in the future competition in the industry, to win the competition for the future of business tickets.
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