In 2012-2017, the global auto market continued to maintain its prosperity. The growth of global auto sales has made upstream panel manufacturers see hope. Compared with 2016, the auto market growth rate declined slightly in 2017, and car sales in 2017 increased by 3.1% year-on-year. Global car sales reached 97 million units. Among them, China's automobile sales ranked first in the world, reaching 29 million units, accounting for 31% of global sales. The United States ranked second, accounting for 19% of global sales.
Five development trends in the car display industry, let consumers fall in love with driving
In the past, the vehicle display pursued integrated design, with long production cycle and low degree of personalization. At present, in order to meet the needs of different customers, more and more car screen separation design, the design and production cycle of the car screen is gradually shortened, and the car display is presented. The same development trend as consumer electronic display, namely, big screen, high definition, interactive, multi-screen, multi-morphization five major trends.
TFT-LCD car panel may grow strongly, with large shipments
In the early stage of manual driving, the vehicle display mainly relies on TN-LCD and PMTFT-LCD. After the emergence of the automotive network, the vehicle display began with TFT-LCD single-point, multi-touch technology. TFT-LCD panels rely on their high Performance ratio and low cost have become the mainstream technology of the current car panel, accounting for about 60% of the market in all car displays. In 2017, the shipment of TFT-LCD car panels is about 150 million pieces, and it is estimated that shipments will reach 200 million in 2020. sheet.
Each car is divided into the car market, see the latest pattern of global shipments
From the first quarter of 2018, the global manufacturers of TFT-LCD panel shipments, JDI, AUO, Innolux, Sharp, LGD accounted for about 65% of the market share, JDI is the leader in the field of automotive display, occupying In the high-end market, especially in the instrument market, shipments accounted for 18.4% of the global total. AUO ranked first in the front-mounted central control display market, accounting for 11.7% of the global total.
In 2018, according to the shipment targets of major manufacturers, it is estimated that JDI, Innolux, LGD, AUO, Sharp, Tianma's TFT-LCD car panel shipments accounted for 17.1%, 14.0%, 11.9%, 11.6, respectively. %, 11.6%, 11.6%.
The rise of car-made domestic manufacturers, look at the layout of mainland manufacturers' car field
As the largest TFT car panel manufacturer in China, Tianma has an overall market share of approximately 12% in the global automotive market in 2017. One of the five cars with TFT instrument display in the world uses a Pegasus display.
As one of the major suppliers of global display screens, BOE has already entered the harvest period. However, due to the relative lack of automotive customer resources in overseas markets, the global layout strategy is difficult to expand rapidly, and the main vehicle display system has been acquired. The product of Jingdian International, to create a smart car joint business that provides 'display device + display system + full car electronic system' car networking solution.
Xinli has mastered TFT core R&D and production technology for more than ten years. Customers include BMW, Audi, Ferrari, Toyota, Honda, Land Rover, Renault, Jaguar and other automobile brands. The construction of Xinli Sichuan Renshou Vehicle Project not only means having the world's largest car screen production line. It is also conducive to attracting investment from key materials and component manufacturers at home and abroad, driving the development of upstream and downstream industries, improving industrial support, and forming industrial clusters.
With the accelerated deployment of Chinese mainland manufacturers in the field of TFT-LCD panel, it will break the current global competition in the automotive field.