At the end of 2020, we will review the development of the whole display industry this year and list some key words in the industry, such as anti-epidemic and M&A, for your reference only. In general, this year can be summed up in the phrase "near misses." Expect 2021 to be even better.

1, the resistance to disease

The COVID-19 epidemic will probably be most impressive for the industry in 2020, and it shows that the industry is no exception. The outbreak began at the beginning of the year and initially triggered a wave of panic. Thanks to the rapid response of the state and the government, they took timely measures and called on the whole people to fight against the epidemic, and the epidemic was quickly brought under control. And believe in wuhan in the display industry, enterprise is the most profound, facing a huge test, because the outbreak first broke out in wuhan, the boe, TCL and wuhan huaxing, tianma micro, such as a number of big enterprises, during the period of the outbreak, these enterprises have to keep factories and workers idle and TCL huaxing, tianma micro have staff infection had spread, but then all the rumours, and epidemic prevention efforts have also been sure.

2, return to work

Due to the epidemic, returning to work this year has also become a key word. Due to the impact of the epidemic and the Spring Festival, some employees were on holiday. After the epidemic was brought under control, many employees could not return to work and their production capacity could not be increased. For this reason, the government has issued relevant policies to help enterprises resume work and production, such as providing accurate services for enterprises to know the situation of enterprises as soon as possible. Solve trans-regional problems for enterprises, such as opening a special train to solve the problem of non-local personnel returning to work; Coordinate and solve the needs of epidemic prevention materials for enterprises. Data shows that by March, the average reemployment rate of the electronic information industry has reached 95%. From the point of view of key enterprises, smIC, BOE, And Huaxing Optoelectronics have returned to work more than 90% of the time. Huawei fully resumed production, with a production rate stable at 90%. Foxconn has resumed 810,000 workers at its 27 major plants, with an overall resumption rate of 93.7 percent. By April, the industry was fully back at work.

3. "Online"

Due to the epidemic, to avoid novel Coronavirus transmission, "online" has become a hot topic for online office and online education. In the display industry, the new product release of brands, government investment attraction and some display industry conferences in the first half of 2020 are conducted in an "online" manner, and good results have been achieved. Samsung, Apple and Huawei all launched their new products "online" as scheduled. The epidemic has hardly affected the release of their new products and attracted a lot of attention. Can't help but sigh, in such a mobile era, a phone or tablet or computer is enough, without going out to know the world.

4, price

The price is a matter of great concern to the industry in 2020. If the panel price continues to fall, the panel factory will face great pressure this year. Fortunately, the panel price has risen, and now looking back, in fact, this rise is inevitable. Panel prices have rebounded since June and have continued to rise since then. Panel manufacturers have the pricing power in the market and have reported strong results in the third quarter. As of December, the prices of some sizes, such as 32 inches, have nearly doubled, while those of other sizes have exceeded 70 percent. Even the prices of super sizes have increased by over 30 percent. The end of the sales season, upstream driven IC chips, polaroid components and other components are out of stock, coupled with the impact of the Japanese glass substrate factory NEG shutdown event, panel prices continued to rise in December, is expected to January, February next year, there is still room for increase.

In addition to TV panels, IT panels are also on the rise. Affected by the outbreak of this year, has given rise to online office and online teaching curtilage economic demand, industry demand for electronic products, such as a laptop, which in turn drives IT panel prices, and next year online work, study, such as shopping behavior became the norm, plus Chrombook curtilage economy goods such as fever, cargo kinetic energy is expected to continue into the first quarter of next year, IT panel rise is expected to continue.

5. Investment/merger/sale

In 2020, due to the epidemic, the global economy may slow down, and manufacturers are not willing to expand production in general, so they may consider mergers and acquisitions or sales to strengthen the layout of the industrial chain in a faster way. For example, TCL Technology has made continuous acquisitions this year. It acquired the 8.5-generation TFT-LCD production line of Suzhou Samsung, purchased Zha Group and Maojia International through bidding, and invested in JOLED of Japan. Boe merger and acquisition of CLP Panda, transfer of Beixu Electronics; Shanshan's acquisition of LG Chemical's LCD polarizer business; Huawei sells Glory...

6, listed

Companies seeking to go public every year, with the help of strong capital, the enterprise will get more rapid development. In 2020, almost all the panel factories in the display industry that have not been listed are seeking to be listed, and longteng Optoelectronics, Hehui Optoelectronics, Huike and Rou are listed or under review. At present Longteng optoelectronics has successfully landed science and technology innovation board, and glow optoelectronics is still in the stage of inquiry, Huike is being put on record for guidance, Soft Yu has completed listing guidance, and in addition to the panel factory, some equipment, material factory is also seeking listing.

7, Mini/Micro leds

In terms of new display technology, Mini/Micro LED has become a hot spot unexpectedly in 2020. Because of low investment cost, after the technology has been the panel factory efforts to research and development direction of Chinese Taiwan area, and this year because of apple in MiniLED continue, said apple has hit a t $ten billion in expansion Mini/Micro leds, samsung plans to invest in Vietnam, construction of article 50 of the Mini - LED TV production line, make industry focusing on the Micro/MiniLED sharply higher. At present, domestic brand manufacturers have also arranged mini-LED products. For example, TCL Reacquired Maojia International. One of the reasons is the new display technology of mini-LED. Recently, Skyworth Mini-LED products officially launched mass production, Konka launched the world's first Micro LED smartwatch, and a group of upstream enterprises in the industry chain, such as SAN 'an Optoelectronics and Honglizhihui, are planning.

8, 800 billion,

The year 2020 is the final year of the 13th Five-Year Plan, which will run from 2016 to 2020. During this period, China's new display industry has made remarkable achievements in various aspects such as industrial scale, technical level and supporting equipment and materials. Data from the Ministry of Industry and Information Technology of China shows that during the 13th Five-Year Plan period, China invested nearly 800 billion yuan in the construction of panel production lines, and the total production capacity increased by 149% compared with the end of 2015. Since 2018, China's display panel shipments have ranked first in the world.