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The new display industry has developed into a leading pillar industry of information technology

2020.12.11

Rapid growth of China's new display industry welcomes "everything shows". As an important port of information interaction, the new display industry has developed into a new generation of information technology leading pillar industry. With the advent of the era from the Internet of everything to the display of everything, artificial intelligence, cloud computing, the Internet of Things and other new generation technologies have brought more opportunities and possibilities for the innovation of new display technologies. Once upon a time, China faced the situation of "lack of core and less screen" in the early stage of layout flat panel display industry, and display panel was the fourth largest imported product in China. Today, China's new display industry, the largest in the world with an average annual growth rate of over 20%, is injecting sustained momentum into the global industrial chain.

 

New display industrial competitiveness gathers in China

 

In recent years, the scale of China's new display industry has maintained steady growth. "From 74 billion yuan in 2012 to 372.5 billion yuan in 2019, with an average annual growth rate of more than 20 percent, China's new display industry has injected sustained momentum into the global industrial chain." Wang Zhijun, vice-minister of Industry and Information Technology, said at the World Display Industry Congress 2020.

Core competitiveness continues to improve

 

With the continuous improvement of mainstream technology, the progressive innovation of China's new display industry is being continuously promoted. "From a performance point of view, to enhance the contrast, is the pursuit of lower power consumption, integration has also gradually outstanding, mobile phone, camera screen under fingerprint technology is accelerating development; according to the shape of the also more and more diverse, with folding, pull to rise, curly, continued the development momentum of last year, has obtained the good market feedback." "Said Liu Wenqiang, vice president of the China Electronic Information Industry Development Research Institute.

 

Specifically, in the FIELD of LCD, China's flat panel display enterprises occupy an important position in the number of production lines, production capacity scale, market share and other aspects, and have gradually formed the trend of leading the development of flat panel display industry. In the current hot OLED field, domestic OLED display technology and application have made continuous breakthroughs, although compared with international enterprises starting a little later.

 

The world's top three laptop computer companies, top five smartphone companies, 80 per cent of TV companies and 90 per cent of smart watch companies have all launched terminal products with OLED screens. Despite the competition from many new technologies, OLED is still the focus of the display industry.

 

South Korea's Samsung is a global pioneer in flexible OLED displays and dominates the market, but this monopoly was broken in 2017 by Boe, a Chinese flexible OLED producer, according to The institute. At present, BOE has 3 sixth generation flexible AMOLED production lines in Chengdu, Mianyang and Chongqing. Boe's flexible OLED took the top spot in China with a market share of 86.7 percent in 2019, according to Group Intelligence. In 2020, boe's global core competitiveness will continue to improve with the breakthrough opportunity of foldable smart terminals and further expansion of new product order delivery and brand customers.

 

In addition to BOE, vicino, another Leading OLED company in China, also holds more than 7,800 key OLED patents in its own innovation. Since 2002, Vicino has been leading the formulation of international standards and national standards of OLED. So far, it has been responsible for the formulation or revision of 4 international standards of OLED, 6 national standards of OLED and 3 industry standards of OLED. Standing at the commanding height of international competition, Vicino has won the right to speak for the development of China's industry.

 

"This year, the world's first mobile phone with a camera below the screen shows that domestic OLED companies are making rapid progress in innovative applications." Geng Yi, director of optoelectronics Research Office of CCID Think tank Integrated Circuit Research Institute and deputy secretary general of China OLED Industry Alliance, pointed out. On September 1, zte launched the world first USES the screen mobile phone camera technology under AXON A20 5 g, the machine's biggest characteristics is the front of the screen no bang, no water, no dig a hole, also do not need to use the mechanical structure, the front-facing camera can be cleverly hidden under the screen, in the smart phone screen development has significant meaning in the roads.

 

According to Omdia, domestic flexible AMOLED shipments accounted for 10 percent of the world's total in 2019 and 18 percent in the first half of 2020. According to the forecast based on the development path of the historical shipment proportion of domestic LTPS LCD smart phone panels, the shipment proportion of domestic flexible AMOLED panels will be rapidly increased in the next 3 to 5 years.

 

In addition to OLED, the innovation and implementation of domestic display enterprises in the fields of Mini LED and Micro LED, which are regarded as the "next generation display technology", are also advancing constantly. Boe unveiled the Mini LED backlit LCD panel and Mini LED direct display at the Global Innovation Partners Conference on November 18. On November 23, The veteran LED packaging leader Guoxing Power also said that it would launch the standard version of Guoxing Mini LED IMD-M09 at the end of this month. It is expected to achieve 0.015 yuan/pixel point in 2021, so as to further reduce the cost of the whole screen and accelerate the layout of LED display P1.0 applications. Earlier in October, TCL Technology launched the world's narrowest LED Mini display, and said it has the capacity to mass-produce thin and narrow bezel. The Mini/Micro LED chip industrialization project of SAN 'an Optoelectronics, another LED giant, is expected to take effect in March next year. The products mainly supply Samsung, Huawei, Apple and other companies.

 

The world's largest industry

 

"For the global new display industry, China is a big market for the world, and the world is also a Chinese market." Peng Shou, academician of the Chinese Academy of Engineering. Since the beginning of this year, in the face of the impact of the epidemic, China's new display industry has overcome all kinds of difficulties, and its overall operation is in a stable state, and it has done a good job. The market turned into an opportunity in the second half of the year, and China's new display industry ushered in a good new situation.

 

In terms of scale, under the coordinated development of regional clusters, the scale of China's new display industry has become the first in the world. In terms of regional layout, China's new display industry has formed four industrial clusters in the bohai Rim region, the Yangtze River Delta region, the Pearl River Delta region and the central and western regions. Guangdong, Anhui and Sichuan are the three regions with the largest capacity scale, accounting for more than 60% of the total capacity. As the leader of the display industry under the integrated development mechanism of the Yangtze River Delta, Anhui takes the lead in developing the new display industry in China and attracts various resources of the new display industry to the provincial capital Hefei. It is reported that the annual output value of the new display industry in Anhui has exceeded 100 billion yuan, and the main income of liquid crystal display devices accounts for more than one-fifth of the national total. The cluster development effect is prominent. In recent years, Guangdong has also formed a hundred-billion-dollar new display industry, which is driven by policy, innovation and pilot, making precise efforts at the manufacturing end, content end and application end. In production enterprise level, vice President of cigna feng-ying xu said that the future will be linked Yangtze river delta, beijing-tianjin-hebei, and a large bay area of guangdong production lines, actively into the new development pattern of "binary" bearing on collaborative innovation to build industry chain, enhance the localization and nationalization of upstream materials, equipment, and adhered to the fulcrum, Yangtze river delta integration development under the new pattern of fu can circulate in intelligent terminal industry.

 

"In recent years, the Ministry of Industry and Information Technology with the core technology breakthrough and industrialization of form a complete set together with the relevant departments issued a series of policy, under the impetus of the related policy, the new display industry rapid development in our country, according to improve technical level, industrial scale, supporting capacity is enhanced gradually improve." Yang Xudong, deputy director of the Electronic information Department of the Ministry of Industry and Information Technology, said.

 

Capital investment is also driving the industry's rapid development. At present, the merger and reorganization of enterprises in the industrial chain is speeding up, and the strength of leading enterprises is expected to be further enhanced. In the first half of this year, TCL launched an asset reorganization plan aimed at Wuhan Huaxing T3 production line, which is the ltPS-LCD production line with the largest single production capacity in the world. In addition, TCL acquired 60% of Samsung's 8.5-generation line in Suzhou for $739 million, acquired 100% of Samsung's module plant for $341 million, and acquired $739 million in additional capital from Samsung to Wuhan Huaxing. On October 20, BOE announced that it plans to acquire 80.83% stake in Nanjing CPT Panda Display Technology Co LTD and 51% of Chengdu CPT Panda Display Technology Co LTD with its own funds and external financing, with the purchase price expected to be no less than 12.1 billion yuan. It is worth noting that the supporting system of the new display industry, including polaroid, is also becoming a hot spot in the capital market. Since last year, more than 10 companies have successfully listed on the A-share market, and A number of companies are in the process of listing.

 

Build a win-win cooperation value creation system

 

At present, the demand for customized display is constantly increasing, and new applications such as games, short videos, on-board vehicles and medical care all put forward new requirements for the development of display industry. Liu Wenqiang, vice president of China Electronic Information Industry Development Research Institute, said that content demand drives the demand for the whole machine, and the whole machine demand drives the demand for display devices. Therefore, high contrast, high resolution, high refresh rate, low power consumption, flexibility and abnormity, 3D and so on, all become the future display demand. Boe recently said it will plan 10 to 15 smart system innovation centers across the country, focusing on six areas: Internet of vehicles, smart retail, smart finance, smart medical engineering, industrial Internet, smart city and public service. IDG forecasts that the domestic market in these sectors will reach $500 billion over the next five years.

 

Under the trend of parallel development of various technologies, "China has formed a huge industrial base, a systematic supply chain system, and continuously optimized performance. Therefore, LCD still occupies a strong competitive power and a large share in large-size panels. The market share of micro-LED will also grow, and new technologies such as LED, AMOLED, laser display and e-paper are also developing rapidly, occupying a place in the market segment. Integrated innovation characterized by cross fusion is becoming more and more important. According to Liu, 5G+8K, Mini LED+LCD, sensor +OLED are becoming an important direction of development.

 

Cooperation between Chinese and international companies is also deepening. In August of this year, Beijing east and the world's leading technology company Merck signed a cooperation agreement, the two sides will work to establish a long-term strategic partnership in the field of OLED, specific include: device joint assessment conducted by Merck OLED materials laboratory, and the two sides to strengthen OLED materials production supply of long-term cooperation, and jointly accelerate the OLED display technology exchange, etc.

 

"While supporting enterprises to set up r&d centers and production bases overseas, we also encourage overseas display enterprises and advanced material and equipment suppliers to invest and build in China, and promote in-depth cooperation in capital, technology and human resources at home and abroad." Wang Zhijun, vice-minister of Industry and information technology, said.

 

Display industry in the 2020 world conference, liquid crystal optical photoelectron industry association branch of China, South Korea, according to industry association (KDIA), Japan association of semiconductor manufacturing device and so on five global industry association initiated the new display industry to strengthen the global partnership initiative, calling for global new display enterprise to further strengthen exchanges and cooperation, promoting the development of new high quality display industry.

 

In the opinion of Xu Fengying, vice President of Vicino, the new display industry has not only competition, but also huge space for collaborative innovation and systematic development. The global upstream and downstream enterprises have a very good prospect for communication and cooperation. Chen Yanshun, chairman of BOE, also pointed out that after more than 30 years of development, China's display industry has gained a certain right of discourse. In the future, it is still necessary to strengthen openness and innovation, build a cooperative and win-win value creation system, and vigorously expand the market along the "One Belt And One Road" and seize new opportunities in the global display industry. (Economic Information Daily)