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In the market, all companies may face various crises. Economic crisis, industrial volatility crisis, and sudden crisis (war, plague, etc.). Sudden crisis has the greatest impact and extremely high uncertainty. In 2020, it can be said that a triple crisis is superimposed. The world is facing a sudden crisis, which has brought industrial fluctuations and economic crises.
For the commercial display industry, technology, applications, policies, and funds determine the future market development trend. In the turbulent industrial environment, the development rhythm and trends of these four areas will be affected to varying degrees. From the perspective of long-term development, the crisis is also a ladder for industrial progress. Today, we will look at the turbulent commercial display development trend from a technical perspective. The turbulent environment has accelerated the replacement of display products and technological upgrades.
Large-screen splicing field.Two different market melodies, accelerating the replacement of LCD with LED
As the panel industry fluctuates (SDC will close the LCD production line, LGD will close the Korean production line and move to Guangzhou), the overall production capacity of the 8.5/8.6 generation production line will eventually be reduced by 25%. The supply capacity at one end is declining, while the demand at the other end is gradually picking up, resulting in a tight supply and demand for the entire panel. The same is true for the supply and demand relationship of commercial displays. The current supply-demand relationship of LCDs is tight, and prices continue to rise. The supply of LEDs is sufficient, exports turn to domestic sales, competition is fierce, and prices continue to fall. The opposite price trend accelerates both prices . The reduction of multiples adds a factor that affects the replacement of LCDs with Small LED Signs Indoor.
Looking at the price comparison between LED and LCD0.88, the price multiple of P1.8/1.9 and LCD0.88 has been reduced to 1.6 times. The continuous price increase due to insufficient upstream production capacity of LCD splicing will face the advantage of Small LED Signs Indoor. The pitch competition, such as P1.5 will accelerate the replacement of 0.88 products;
Small LED Signs Indoor will accelerate the development of MiniLED
LEDs made in China account for 80% of the world’s total. China has a very obvious advantage in the R&D and manufacturing of the LED industry. In 2019, various Small LED Signs Indoor manufacturers launched products below P1.0, mainly P0.9 products. This is the initial stage of the application. In the second half of 2019, its price decline intensified, and the number of applications began to increase.
Affected by the epidemic in 2020, the user budget will decrease, and the MINI LED penetration rate will decrease. Although the epidemic affected MINI’s penetration rate, it did not affect the enthusiasm of enterprises for R&D and investment. Chip technology, packaging technology. Competition in various industry chains such as substrate technology has become more intense.
In different fields, the technical routes of competition are diverse. For example, in micro-pitch MINILEDs (P0.4-P0.9mm), chip technology includes front-end, semi-flip-chip, and flip-chip technologies, and the packaging trend is front-flip COB, SMD, IMD, etc. In addition to traditional PCB applications, substrate applications also include the addition of TFT (only COB applications). Fierce competition in various industrial links can more effectively promote market development.
High value-added, differentiated products will accelerate penetration
With the homogeneity of products and the differentiation of requirements in different scenarios, panel manufacturers have also launched different differentiated products, such as bar screens, square screens, round screens, etc. The application scenarios of bar screens cover passenger reports in traffic. Station systems and retail shelves screens, elevator media screens, and other scenes; square screens are mainly used in logistics cabinets and retail and exhibition display scenarios; at the same time, LGD’s OLED and transparent displays are also used in subways, corporate exhibitions, and retail. Gradually increase; differentiated products will inject new vitality and added value into the market.
Generally speaking, in the process of technology substitution and technology upgrading, the brand camp in the industry will also change accordingly. There will be different pattern changes from the panel to the whole machine, and there is no complete replacement between different display technologies. Display technologies will coexist. Different scenarios require display products with different technologies to bring users the best experience; companies need to make technical positioning and reserve new technologies and new products based on their own characteristics and advantages.
