Flat display

CCID data 丨 China's total cumulative investment in new display industry has exceeded 1.2 trillion yuan

来源:中国电子报、电子信息产业网 发布时间:2019-12-02 10:13 我要评论 Author: Source: China Electronics News, the electronic information industry network Date: 2019-12-02 10:13 I want to comment

As the important part of the 13th China (Hefei) International Household Appliances and Consumer Electronics Expo jointly sponsored by the Ministry of Industry and Information Technology, the China Council for the Promotion of International Trade, and the Anhui Provincial People's Government, the first World Display Industry Conference was held on November 22— Held in Hefei on the 23rd. The theme of this conference is "Showing a Better Life", hosted by the Hefei Municipal People's Government, Anhui Provincial Department of Economics and Informatization, and China Electronics and Information Industry Development Research Institute. Grand event.

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At this conference, Vice President Liu Wenqiang of China Academy of Electronics and Information Industry Development released the "White Paper on the Development of New Display Industry (2019)".
China's new display revenue in 2018 is about 355.3 billion yuan
The "White Paper" believes that in the past ten years or so, the new display industry has continued to expand with the advent of a new round of technological revolution, and its revenue has grown relatively quickly. However, in 2018, the smartphone and TV markets have gradually transformed into stock competition. Stage, coupled with increasing global economic uncertainty, although the global new display industry continues to grow in terms of shipment area, panel prices have fallen rapidly, and the overall market revenue has not increased. In 2018, the total shipment area of the global new display industry was 21,600 square meters, an increase of more than 8% year-on-year, and the scale of revenue was US $ 123.6 billion, showing a downward trend.
In the context of stock competition, large size and flexible form have become the main driving forces of the current display product market. The average size of global TV panel shipments has grown rapidly in the past few years. Folding mobile phones, curved watches, curled TVs, etc. Products have been launched in the second half of 2019, and the market has been very enthusiastic.

Driven by the market, the technology level of the display industry is constantly improving, and various technologies are competing to develop. Liquid crystal technology has not stopped progressing, OLED is accelerating to improve, and emerging technologies are also gearing up. The new display industry in the future will be a competitive landscape with multiple technologies.
The "White Paper" points out that in recent years, the new display industry in mainland China has always maintained positive growth, and the overall growth rate has exceeded the global industry growth rate for many years in a row. In 2018, the revenue of China's new-type display industry was about 355.3 billion yuan, of which 267.7 billion was from display panel revenue, accounting for 27.4% of the world's total. In the past five years, the compound annual growth rate of China's new-type display industry has reached 27%. The production line structure has been continuously improved and the market competitiveness has been steadily improved. In 2018, relying on multiple TFT-LCD panel production lines to enter full production, China's LCD panel revenue and shipment area ranked first in the world.
In terms of industrial clusters, during the rapid development of China's new display industry, the Bohai Rim region with Beijing as the core, the Yangtze River Delta region represented by Hefei, Shanghai, Nanjing, and Kunshan, and Shenzhen, Guangzhou, and Xiamen as representatives The spatial layout of the four major industrial clusters in the Pearl River Delta region and in the central and western regions represented by Chongqing, Chengdu, and Wuhan. These four clusters have distinct characteristics and different advantages.
With the expansion of the industrial scale, the technological level of China's new display industry is also constantly improving. In the TFT-LCD field, the production capacity of oxide and low-temperature polysilicon TFT-LCD panels has further matured. The manufacturing level of ultra-high-definition and large-size panels has been significantly enhanced, with cumulative patents close to 50,000, and overseas patents accounting for more than 20%. In the AMOLED field, BOE has supplied Huawei with the world's first flexible panel for a 5G mobile phone with a folding screen, Mate X. Chinese companies have already achieved a certain international competitiveness in flexible display technology. On January 9, 2018, the National Printing and Flexible Display Innovation Center officially started construction, focusing on key common technologies of the new display industry, laying out cutting-edge core technologies, and effectively promoting the development of new display industries in China.
Display becomes one of the most important "windows" in human-computer interaction
The "White Paper" comprehensively combed the development situation of the new display industry in the world and China in 2018-2019, and analyzed the industry application direction, innovation and development, investment and financing situation, policy environment and key issues facing the industry.
From the perspective of industrial applications, the "White Paper" points out that with the rise of new technologies such as the Internet of Things, cloud computing, and big data, human society has entered the era of the Internet of Everything. In this process, it shows that it is becoming the most important in the process of human-computer interaction. One of the "windows". The smartphone market has matured in recent years, and competition has become increasingly fierce. The screen has become the focus of competition. Differentiated development is the focus of various mobile phone companies. The speed of popularization of new technologies has continued to accelerate. It took only nine months for full-screen products in the mobile phone market to reach a penetration rate of more than 50%. The "Liu Haiping", "Water drop screen", and "Waterfall screen" derived from this have also been obtained. Mobile phone companies are enthusiastically sought after. As the next hot spot in the development of the industry, folding screens, combining mobile phones and tablets, will not only greatly increase the scope of use of smart terminals, but will also become the direction leading the industrial transformation. TV application is one of the highest weighted applications in the new display market, and it is a target market that multiple display technologies are chasing. Judging from the existing structure, high-definition and low-cost are the development directions of large-screen display technologies such as TV LCD, OLED, and laser. With the rise of industries such as smart cities, connected cars, and virtual reality, the scope of application of the new display industry has been further expanded, showing a diverse development pattern.
From the perspective of industrial investment and financing, Japan and South Korea and other countries are also accelerating investment in new display fields. Among them, OLED has become the focus of investment in various countries. In recent years, China's new-type display industry has presented an active investment strategy. As of October 2019, China has 45 production lines in operation and 6 production lines under construction. The total accumulated investment in the industry has exceeded 1.2 trillion yuan. It is expected that by 2022 After the industry's planned production lines have been put into operation, the total production capacity will exceed 200 million square meters per year. In 2019, the construction speed of China's new-type display industry production line has slowed down. There are basically no new planned production lines in the first half of the year, and only a few new flexible OLED production lines have been invested in the second half of the year. Generally speaking, China has shifted from a large-scale new construction phase. The completion of the shipment phase, the production line capacity previously invested in the next two years, one after another, China will usher in a small peak of panel production capacity. The continuous production of panel production has brought huge benefits to upstream materials, and China's material companies have continued to follow up.
From the perspective of the policy environment, the role of policies in promoting the development of new-type display industries is obvious. In recent years, relevant state departments have successively introduced a series of related policies to support the development of the panel industry, and have done a good job of top-level design. Through standardized layout and dynamic adjustment, they have played an important role in guiding and promoting the high-quality development of China's new display industry.
Four aspects to promote the development of new display industry
Regarding the future development of the new-type display industry, there are mainly four suggestions below, which are respectively viewed from the four perspectives of technology direction, application direction, innovation development and high-quality development.
In terms of technology, suggestions are as follows: First, the innovation of ultra-high-definition display panels accelerates the development and mass production of ultra-high-definition display devices. This is our strength and should be further strengthened. The second is to break through key technologies such as curved surfaces, folding, and flexibility to accelerate the mass production of flexible AMOLEDs. At this point, it is commendable that we are accelerating to narrow the gap, so we must work harder. The third is to give full play to the advantages of production capacity, develop new technologies with good contrast and excellent display effects, and push the industry towards a high-quality competitive track. This aspect is also our strength. Chinese companies have advantages in application innovation. The application production base and consumer market of new displays are here, so we should play a better role in this regard. The fourth is to focus on the research and reserve of emerging technologies, strengthen the patent and standard construction of new technologies such as Micro LED, and promote the realization of industrialization. This is the future of technology, and we must pay enough attention and layout to forward-looking technology.
In terms of application, it is recommended that: on the one hand, deepen the cooperation and communication between panel companies and terminal enterprises. This is very important. After all, a panel is a component. Panel companies are far less sensitive to the market than terminal companies. Therefore, cooperation and communication are needed to develop innovative applications in forward-looking fields. Now it shows that the degree of entering life is far from enough, especially in the mid-to-high-end consumer sector. This part of the transition is relatively slow, so it is necessary to conduct an in-depth analysis of the consumer market demand to find growth points. On the other hand, to the existing emerging fields, such as education and medical care, security monitoring, smart home, etc., it is necessary to further optimize the user experience. The other is to use major events or international competitions as the starting point to expand application scenarios and increase penetration.
In terms of innovation and development, it is suggested to explore innovative development paths that combine new-type displays with emerging technologies such as 5G, the Internet of Things, artificial intelligence, and the Industrial Internet, to integrate and promote each other, develop new applications, and create new markets.
In terms of high-quality development, it is recommended to open up two chains, horizontal and vertical. Horizontally, open up the new display ecological collaboration chain, speed up breakthroughs in commonality and forward-looking technology; vertically, open up the manufacturing supply chain from materials, equipment, components to terminals, encourage panel companies as the leader, and use marketization methods to drive the development of upstream companies . Finally, it is necessary to carry out multi-level and all-round industrial cooperation, strengthen the training of talents, and create an industrial cluster with international competitiveness.

Editor-in-chief: Zhao Qiang
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