On July 24, 2018, the Operational Monitoring and Coordination Bureau of the Ministry of Industry and Information Technology, the Electronic Information Department of the Ministry of Industry and Information Technology, the China Electronics Video Industry Association, and the Beijing Aowei Cloud Network Big Data Technology Co., Ltd. The 2018 China Intelligent Display and Innovation Application Industry Conference and the 48th CRC Color TV Industry Research Quarterly Conference were held at the Sheraton Beijing Golden Mile Hotel on the theme of “Traffic, Speculation, Breaking, and Symbiosis”.
CRC color TV industry research quarterly conference site map
The conference was from Skyworth, TCL, Hisense, Konka, Changhong, Haier, Samsung, Philips, Sony (China), Sharp, Panda, KKTV, Popular, Storm TV, Xiaomi TV, Thunderbird, Micro Whale, PPTV Li, Spirent, Mstar, LG Display, Shengjian Network, CNC and other companies and channel leaders support, and this conference is followed by the major mainstream media.
Conference speech
Hao Yabin, vice president and secretary-general of China Electronics Video Industry Association, delivered an important speech, affirmed the important role of the conference on the development of China's color TV industry, and congratulated the smooth convening of the conference.
Live View of Hao Yabin, Vice President and Secretary General of China Electronics Video Industry Association
The color TV industry is the earliest, most widely distributed, fastest-growing, largest-scale, market-oriented and internationalized industry in China's electronics industry. Now it has developed into a basic, supportive, strategic and oriented electronic information industry in China. An important part of sexual function; and an important force to promote the development of Internet of Things, cloud computing, 5G, artificial intelligence, is an important product form of intelligent terminals, is an important basis for driving and promoting the development of new display industries, is a software service and The important carrier of network value-added services is an important display channel for cultural and creative industries. It is a huge development space for technological revolutions such as virtual reality and mixed reality. It is the most popular and convenient information tool in China. People enjoy cultural life and acquire various kinds of information. The important means and main source of information play an important role in promoting the development of China's economic and social informatization.
Hao Yabin believes that the TV may still look like a screen in the living room and the room. There is not much change. In fact, it has developed very smart and intimate. In the next few years, there are nearly 400 million TVs replaced with smart TVs. Nearly 600 million smart TV users, this is a huge gold mine, the next blue ocean in the color TV industry. Internet +, Display +, Smart + will jointly promote industrial transformation and social progress, and promote consumption upgrading and economic growth. New kinetic energy.
Industry interpretation
Peng Jianfeng, deputy secretary general of China Electronics Video Industry Association, made a report on the development of color TV industry in the first half of 2018 from the perspective of industry. First, he explained the opportunities faced by color TV industry from the domestic and foreign markets. And the challenge, from the perspective of domestic consumption, in the first half of 2018, driven by the World Cup, the retail volume was 22.6 million units, an increase of 3.6% year-on-year. At the same time, it was affected by the panel price reduction. The retail sales amounted to 72.54 billion, down 2.0% year-on-year; Angle analysis, large size, ultra high definition and artificial intelligence have become mainstream.
As far as the export market is concerned, it has a record high of 1-5 months, with an export volume of 2.6% and an export volume of 19.9%. The average unit price is affected by the panel and enters the price reduction range. The Sino-US trade friction risk still exists. The price of the upper and lower panels fluctuates greatly. , business risk increased.
Peng Jianfeng believes that the new kinetic energy of the industry is: The 21st century is the century of light, showing that the technological revolution has brought new opportunities; the scale of activation of users is huge, the income of content services continues to expand, and domestic backbone enterprises are leading the market of smart TV services; Increase the scale of domestic demand by 50%.
Peng Jianfeng, Deputy Secretary General of China Electronics Video Industry Association
Color TV is the most mature home appliance category, and the market has been fully competitive. However, due to the fluctuation of panel prices in the past two years, the competition in the end market is fierce, and the overall market is in a period of turmoil. Avi Cloud (AVC) Black Power Division Zhu Yuanyuan, the general manager, interpret the summary of China's color TV industry in the first half of 2018. She believes that the growth of the domestic color TV retail market is insufficient. The sales volume has reached 22.6 million units, which is affected by the 2017 base, so it has a recovery of 3.6% year-on-year. The impact of the decline, the sales amount of 72.5 billion yuan, down 2% year-on-year. From the sales area, the large size is more obvious, with an area of 15.53 million square meters, up 10.2% year-on-year.
From the perspective of channels, online sales showed rapid growth. In the first half of 2018, online retail sales accounted for 44%, an increase of 9 percentage points compared with the same period of last year. Online growth did not bring overall market growth, but The offline channel has been reduced across the board, with the big chain down 11% and other home appliances down 12%.
She believes that color TV is still a sunrise industry in the breakout, although the color TV market faces operational challenges: reduced demand, operating costs, excessive competition, industry CR8 index fell from 85% in 13 years to 79% in the first half of 18 years, and net profit Far less than other home appliances. But the industry is still highly attractive. Since 2014, more than 10 companies have entered the color TV industry. The competition in the TV market has never stopped. We expect that there will be 3 mobile phones in the second half of this year. Enterprises will enter a new round of enthusiasm. In the second half of 2018, the trend of weak growth continued. In the second half of the year, there were 818, double 11 and double 12 promotions, and sales increased by 3.2% year-on-year. Overall, the estimated sales volume was 49.13 million. Taiwan, a year-on-year increase of 3.4%, sales of 159.7 billion yuan, down 2% year-on-year, sales area will reach 34.7 million square meters, an increase of 10%.
Zhu Yuanyuan, deputy general manager of Avi Cloud (AVC) Black Power Division
The research director of Avi Cloud (AVC) Black Power Division, Jie Meijuan, interpret the 'China Home Video Entertainment Market Development Report'. The report shows: The Net Living family has spawned the house economy, and the specific embodiment of the house economy, in addition to eating and drinking There is still fun to play. So family entertainment is becoming more and more important in the life of modern people, and many new entertainment products are also derived. At the same time, in the context of consumption upgrade, the purchasing power of Chinese people is rising rapidly. The more smart devices enter the home.
The first one is intelligent projection. In terms of sales scale, the smart projection sales volume in the first half of this year was 1.117 million units, a year-on-year increase of 125%, and the sales volume was 2.57 billion yuan, a year-on-year increase of 157%. The first growth driver is the old brand. Deep cultivation and the joining of many new companies. The second growth driver is the 618 E-Commerce Festival, which has driven the growth of the market.
The other is the smart speaker. After the explosion of 2017, this year's smart speaker market is still booming. The sales figures in the first half of the year are very amazing, with sales of 4.67 million units, a four-digit growth year-on-year. The sales volume in the first half of this year has reached a level three times that of the whole year of last year, achieving a leap-forward growth. The market maintains a high-speed growth trend, on the one hand, thanks to more brands and products invested in the market, the second highest growth rate. One reason is that the price war has come again, price reduction promotions and low price pricing have greatly stimulated the smart speaker market.
Intelligent micro-projection, smart speakers. These emerging smart devices have made the way of home entertainment more diversified. Content, online video, music, games and other resources are more abundant, on-demand broadcasting has gradually replaced live broadcasting to become a new viewing video. In order to obtain differentiated and high-end content, consumers' willingness to pay increases. Applications, education, shopping and other applications increase. Experience, intelligent projection, laser TV brings users a more enjoyable big screen experience; Gesture control, voice control enhances the interactive experience between people and devices; smart speakers connect smart devices in the home to add intelligent experience for home entertainment.
Technology brings infinite imagination. Artificial intelligence creates a smart home, unbounded display, making display everywhere.
Yang Delong, the chief economist of the Managing Director of Qianhai Open Source Fund, reported from the 19th National Congress of the four major conferences, the financial work conference, the two conferences to analyze the four major points of view, the asset management industry entered the era of unified supervision, and the new regulations of asset management The industry is also beginning to undergo new changes. The challenges facing the color TV industry, the report released by Aowei Cloud Network shows that in 2017, China's color TV retail sales decreased by 6.6% year-on-year, the largest decline since 2003. The weak demand is a long-term consumer crisis in the color TV industry. , is the main barrier to the growth of color TV market. Color TV is being marginalized in the user's family, TV has experienced the process from the symbol of economic strength, to the family entertainment center, to the living room decorations. The color TV industry wants to regain its glory It must be evolved to match people's needs. In this economic era, the color TV industry is facing opportunities and challenges, and the value investment concept has been deeply rooted in the hearts of the people.
Leader forum
The main purpose of this conference is to focus on the core resources and industrial advantages of intelligent display and innovative applications, connect the most reputable corporate leaders in the local field and the most cutting-edge innovation forces, and build a platform for the best traders in the industry. Brainstorming, brainstorming, relying on the strength of industry elites to find an export for the development of China's color TV industry as soon as possible. The following are the views of the color TV industry on the development and trend of the color TV market in the first half of 2018:
Li Tinghan, Vice President of Global Marketing Promotion of LG Display, attended the conference and delivered a speech. His topic was "OLED, Change Human Lifestyle". As we all know, OLED is in high color gamut, high contrast, light, thin, flexible display and many other aspects. Technical advantages. Li Changwu said in his speech that OLED is mainly a concept of differentiation and analyzes the advantages of OLED TV in the industry market. He believes that with 'changing human lifestyle', innovative technology is far more than technical parameters. The improvement is to achieve qualitative change and create a new lifestyle.
Li Tinghan, LG Display Vice President of Global Marketing, Executive Site Map
Wang Wei, executive deputy general manager of Qingdao Hisense Electric Marketing Co., Ltd. and deputy general manager of Qingdao Hisense Laser Display Co., Ltd., believes that intelligent TV in the future is an important aspect of the development of color TV industry. For example, during the 2018 World Cup, Hisense VIDAA added a map search function for sports stars. Users can watch the World Cup not only to search for player information in one click, but also to search for more scenes such as shopping, and to achieve more gameplay on TV. Hisense In the laser TV market, Hisense Laser TV increased by 349.9% in the first half of 2018, accounting for half of the market above 80 inches.
Executive Deputy General Manager of Qingdao Hisense Electric Marketing Co., Ltd. and Deputy General Manager of Qingdao Hisense Laser Display Co., Ltd. Wang Wei
The theme of the speech of Yang Zisheng, the general manager of the Black Power Business Department of the Home Appliances Division of Jingdong Mall, is “Jingdong Big Screen Ecology, Better Vision”. The key to bringing AI technology to people's lives is to “scenarioize” the needs of customers. The combination of demand and usage scenarios can truly meet the needs of users, and truly realize the market value of artificial intelligence. With the further integration of the digital world and the real world, large screens and small screens will play an important role in the future smart home environment. character of.
Yang Zisheng, General Manager of the Black Power Business Department of the Home Appliances Division of Jingdong Mall
Zhou Kun, CEO of Shenzhen Fengxing Multimedia Co., Ltd., gave a speech on the theme of “Fengqiyunfei Dunxing Zhiyuan”. He predicted the future: product convergence brought about by consumption upgrade and consumption degradation, and Internet TV preferred by consumers; demand gradually changed from urban to urban In the countryside; the experience of hardware UI operations affects purchasing decisions, and more and more free content will attract more consumers.
Shenzhen Fengxing Multimedia Co., Ltd. CEO Zhou Kun
Gao Ming, deputy director of Sony's Home Display Products Division, is the theme of "Innovative Future in Technology," and the competitiveness of China's color TV market. In the past five years, Sony's product strategy has returned to its original point, not pursuing absolute quantity. In the spirit of craftsmanship, it is the purpose of creating TV products that satisfy consumers.
Gao Ming, Deputy Director of Home Display Products, Sony (China)
KKTV general manager Yang Jungang's speech theme is "Gathering a voter to do one thing". He thinks that what users want is KKTV's efforts to circle! KKTV is serious in the matter of the circle users think! At the same time, KKTV Has ushered in the South Media to join, KKTV has a more content of the gun. In the future, KKTV will welcome more partners to join, KKTV will be a lot more guns, KKTV based on the big screen, to 'solve for the struggle The problem of 'big goal. 'Collecting the situation and breaking the symbiosis', in his words, is to gather a voter, do one thing! Gun in hand, go together!
KKTV General Manager Yang Jungang
The theme of the speech of Yang Huidi, the assistant chief of the chief strategy officer of Haier TV, is “Smart Technology Customized Good Life”. In his view, the best experience of focusing on users is from the network to the contacts, the breadth of interaction, the depth of experience, the temperature of iteration and the development of temperature; Bottom-up products that are iterated according to user needs.
Assistant Director of the Chief Strategy Officer of Haier TV Yang Huidi
The theme of Spirit CMO Long Mengzhu's speech is “New Language Vision”. In her view, voice recognition and voice interaction, 97% of voice recognition still has problems. The full-link voice capability is the basis for continuous improvement. Support wake-up + continuous command: The user wants to say, say what to say, voice interaction is more free and smooth.
思必驰 CMO 龙梦竹
Zhang Zengjun, deputy general manager of MStar China, gave a speech on “The New Generation of Smart TV Discussion”. He discussed the application scenarios of smart TV and prepared the technology of smart TV. He also proposed a new vision for future interaction: accurate location recognition, emotion Identification and multi-user synchronization identification.
Zhang Zengjun, deputy general manager of MStar China
At this conference, China Electronics Video Industry Association released the "Technical Specifications for Indoor Robotic Vision Synchronization Positioning and Map Construction". This standard proposes camera-based video data streams, gyroscopes, odometers, etc. used on indoor robots. Multi-sensor visual synchronization positioning and graphics implementation technical specifications and test standards.
Site map of the release of "Technical Specifications for Indoor Robotic Visual Synchronization and Map Construction"
Under the new normal of structural adjustment and consumption upgrading, based on user demand experience, technology and product innovation are new breakthroughs, testing the innovation capability and technical strength of enterprises. In order to further promote industrial development, the CRC Organizing Committee organizes industry experts. New products, new technologies, new designs, and new applications that have received much attention in the market in 2018 are rigorously identified. The following is a list of identification results:
