Abstract: According to the latest estimates released by research firm Digitimes Research, the compound growth rate of global LCD panel products (9 inches and above) in the five-year period from 2016 to 2021 is only 0.3 percent , announcing that LCD technology will usher in an inflection point in the near future. .
According to the latest estimates released by research firm Digitimes Research, the compound growth rate of global LCD panel products (9 inches and above) in the five-year period from 2016 to 2021 is only 0.3 percent , announcing that LCD technology will usher in an inflection point in the near future. Combined with the gradual reduction of investment in LCD panel production by major panel companies and the continuous increase in investment in the OLED market, it is believed that the trend of OLED replacing LCD as the mainstream of display technology will enter the fast lane.
Although the LCD panel still controls the absolute market share, whether it is the small and medium-sized panel market supported by smart mobile devices or the large panel market supported by TVs and monitors, almost everyone knows that LCD technology has seen its end.
In 2016, major panel manufacturers such as Samsung SDI and LG Display decisively shut down or renovated their LCD panel production lines, gathering funds and energy to invest in OLED RD and manufacturing, resulting in the stabilization of supply and demand in the current global LCD panel market. Mainland China, Japan, China Companies dominated by Taiwanese manufacturers were able to achieve good shipments and profitability in the third quarter, but such positive results cannot solve the fact that LCD technology has gone downhill.
It is expected that in 2017, Apple will use OLED panels for the first time on the latest iPhone mobile phone products. At that time, the trend of OLED replacing liquid crystal as the mainstream will be confirmed. In this regard, panel companies have already reached a tacit consensus. To welcome the arrival of the OLED era, what is more important is how Chinese panel companies can continue to shorten the gap with Korean and Japanese brands. These five years are very important.
Continue to improve LCD panel market performance
Although the LCD panel is no longer optimistic, it is still one of the most important display resources in the technology market in the next 5 to 10 years. The large-scale retreat of Korean manufacturers will release a certain market space. Chinese enterprises should not give up this opportunity to increase sales and at the same time establish and strengthen the brand image of Chinese panels. Continuing to optimize the performance of LCD panel products and solidly doing a good job of internal strength is a responsible performance for the market and its own brands.
Firmly increase investment in OLED technology research and development
LCD is now, then OLED is the future. Chinese panel companies have already set sail. BOE's Chengdu plant and CSOT's Wuhan plant are still waiting, but there is no fully mature solution for the OLED manufacturing industry at present, as precious accumulation time , may be able to improve the quality of China's first mass-produced OLED panels. As a new opportunity for China's display industry, it is believed that manufacturers and local governments are well prepared for continued investment in OLED technology.
Say goodbye to singles to form an industry alliance to win
Although it is not possible to establish a joint enterprise like JDI, it is still a feasible way to bring together the strengths of each company through technology alliances, and work together to do a good job in resource allocation, technology sharing and other links, so as to enhance the competitiveness of China's OLED industry as a whole. China already has many capable, powerful and courageous companies in the display technology industry, such as BOE, Huaxing, and Tianma. If they can work together to move forward, then the future of China's display industry will be truly limitless.
It is said that crises and opportunities coexist. When Korean companies have already taken the lead, and Japanese companies and Chinese Taiwanese companies are speeding up to catch up, there is an old saying describing Chinese football: the time left for the Chinese team is running out.
