Background of the Gathering Arrangement
The 100 billion dollar market pattern is clear and mature, and new technologies help the display industry to rejuvenate itself.
According to Omdia data, in 2022, the global display panel market size will be about 122.7 billion US dollars, and with the gradual increase in the concentration of the panel industry in Chinese mainland, the panel cyclicality is expected to flatten; In terms of industrial structure, LCD panels, Chinese mainland is outstanding, OLED panels, China and South Korea stand side by side, compete on the same stage, and the display panel industry pattern is clear, mature and dynamically stable; In terms of technological innovation, Micro OLED technology tends to mature, with the gradual expansion of new AR/VR downstream applications, Micro OLED technology is expected to cause some fluctuations in the calm panel industry, Micro LED technology is also ready to move, as the performance tends to be perfect "ultimate display", the potential value in the future is larger.
The leading domestic panel enterprises have a lot of right to speak, and their competitiveness has been steadily improved.
Domestic panel leading enterprises are making rapid progress,Fierce competition with foreign manufacturers and leading edge in some fields,Among them,BOE as the leader of the panel industry,Leading in China,TCL Huaxing Optoelectronics is second only to BOE,TV panel is second in the world,Tianma micro LCD、OLEDThe force together,Small and medium-sized sizes have certain advantages,Visionox、Hehui focuses on AMOLED,Huike is seeking IPO listing,A number of panel companies have their own similarities and differences and competition,Form a more benign market pattern。
Upstream substrates and flexible AMOLED core materials are worth paying attention to, and the process of equipment localization has a long way to go.
Chinese mainland's voice in the panel side has steadily increased, but in the panel upstream industry chain of the core materials of the external dependence is higher, domestic manufacturers generally start from low-end, edge products, and gradually to high-end, core products penetration, at present in the optical film, liquid crystal materials and other fields have made breakthroughs, other materials are mostly concentrated in low-end products, the follow-up domestic market in the high value and low localization rate of the core materials in the field of new high-end growth points, including OLED light-emitting materials, flexible PI, folding cover, Photoresist (including upstream substrates) and driver ICs are worth paying attention to. In terms of equipment, at present, only some edge manufacturing equipment can be provided in China, such as cleaning, detection, cutting and other equipment, and for the core equipment of panel manufacturing such as film formation and graphics, the development cycle is long and difficult, and the panel industry is relatively mature and stable, and the incremental market space is not very optimistic.
In order to let you better understand the current situation and future trends of the panel industry, we have compiled relevant research materials to form a collection for your reference and learning, hoping to help you.
Collection file directory
- 2024 Electronics Industry Strategy Report: Huawei's Return to Rekindle the Consumer Electronics Competition, Mini LED Prairie Boom Grows Stronger-20231114-Western Securities-Page 56.pdf
- LED Movie Screen: When the Giant TV Enters the Theater - 20240102 - Shanghai Securities - 12 Page .pdf
- Mini LED Industry Special Research: Cost Downward - Demand Upward - Scale Effect is Forming a Positive Cycle, MiniLED or Large-scale Soon-20231126-Tianfeng Securities-Page 38.pdf
- Chinese mainland Small Pitch LED Market Research Report (2023) - Ovirivo .pdf
- 2023 Small Pitch and Micro Pitch Display Research White Paper-Expert Says Industry Research Center .pdf
- BOE A000725.SZ global panel leader is expected to be the first to benefit from the industry reversal-20230418-Soochow Securities-22 page .pdf
- MTC-002429. SZ-LED The whole industry chain is about to be large-scale, and the two-wheel synergy drives growth-20231116-Guojin Securities-29 page .pdf
- The eighth depth of the photoelectric display industry series - LED display and control: three-axis growth, recommend domestic duopoly .pdf
- Beijing Stock Exchange Science and Technology New Industry Tracking Issue 17: Panel prices show the bottom area of the cycle, and the Beijing Stock Exchange and the reserve army gather the characteristic targets of the industrial chain - 240512 - Open Source Securities - Page 14 .pdf
- Huajin Electronics Industry Enters the "Core" Era Series Depth 68 "Display Driver": Display Driver Chip, Panel Localization Last Kilometer-20230924-Huajin Securities-Page 54.pdf
- Basic chemical OLED materials industry review report: the panel industry pattern is optimized, the prosperity is rebounding, the penetration rate of OLED medium size is expected to increase, and we continue to be optimistic about OLED materials-240415-Open Source Securities-17 page .pdf
- Tianfeng Securities-Consumer Electronics Industry Report: Nvidia launched Chat With RTX chatbot, OpenAI released the first Wensheng video model Sora, optimistic about upstream AI computing hardware and downstream application related opportunities, optimistic about the upward trend of panel prices in February and the .pdf of AIPC penetration
- Aowei Cloud Network: 2023 Global TV Panel Market Summary and Forecast .pdf
- In-depth report on the home appliance industry: On the eve of Mini+LED TV, what is the market space? - 240306 - Minsheng Securities - 25 pages .pdf
- 新型显示行业专题研究：Mini LED Micro LED Micro OLED多点开花，产业链如何聚焦？-20240205-天风证券-44页.pdf
- Display panel series special topic (1) - LCD: The supply-side production control and price protection strategy has begun to show results, and the cyclical attributes of the panel industry have weakened .pdf
- Display panel industry: large-size TVs drive demand, and the recovery of the panel industry is imminent-20230220-Huaxi Securities-21 page .pdf
- Display driver chip industry depth: panel recovery is transmitted from the bottom up, and the localization of the supply chain is unstoppable-20230802-BOC Securities-75 page .pdf
- Wisdom Buds-2023 Micro-LED Industry Technology Insight White Paper .pdf
- Machinery industry: MR is poised to pay attention to the .pdf opportunities for equipment in panels, testing and assembly
- In-depth research on the machinery and equipment industry: the time is for domestic substitution of OLED display panel equipment-240309-Guolian Securities-Page 31.pdf
- Unilumin Technology (300232) is the world's leading provider of LED light display products and solutions-20230822-Guosen Securities-Page 48.pdf
- Electronics Industry LCD Panel Topic: Exploring a New Stage of Stable Profitability in a Moderate Upward Trend-20230202-Guosen Securities-43 page .pdf
- Electronics Industry Topic: LCD Panel Cycle Rises, OLED Domestic Substitution is Promising-240416-SDIC Securities-28 Page .pdf
- Electronics Industry Global TV Shipment Tracking - Q1 2024: Mini+LED TV Penetration Rate Exceeded 3%25, Exceeding OLED TVs for the First Time - 240612 - Tianfeng Securities - Page 12 .pdf
- Panorama of display panels in the electronics industry: new technologies stimulate new vitality of panels, and the localization of the industrial chain is worth paying attention to-20230620-Ping An Securities-45 pages.pdf
- In-depth report on the electronics industry: the depth of the polarizer industry, the share of mainland panel manufacturers is clear, and the demand for domestic substitution of polarizers expands-240426-Soochow Securities-17 pages.pdf
- Electronics industry: In early March, the price increase trend of TV panels was clear, and the revenue of the storage industry in 2023Q4 increased month-on-month-240311-Ping An Securities-12Page .pdf
- Electronics industry: the law has appeared, the fourth round of the panel cycle will start-20230822-Huaxi Securities-22 page .pdf
- Jucan Optoelectronics (300708) LED chip rising star, increase the layout of the Mini LED field-20230817-Dongxing Securities-21 page .pdf
- Jucan Optoelectronics in-depth report (300708): Focusing on the development of the main business, the Mini LED business is expected to usher in new development-20230711-Nanjing Securities-21 page .pdf
- Absen-300389-The company's first coverage report: LED display benefits from high overseas demand, energy storage opens up a second track-20230824-Open Source Securities-15 pages .pdf
- Panel Industry Recovery Series Report (10): Price Increases Are Expected to Return to High Point, and the Profitability of Screen Factories Has Significantly Enhanced-240315-Huaxi Securities-20 Page .pdf
- Panel industry in-depth report: LCD panel cyclical logic weakened, industry leader medium and long-term value obvious-20230508-Donghai Securities-32 pages .pdf
- In-depth report on the panel industry: the effect of destocking is beginning to appear, and the bottom is waiting for the warm spring solstice-20230119-Minsheng Securities-32 pages .pdf
- In-depth research report on the panel industry: the supply side has achieved initial results in reducing production capacity, and sports events are expected to open a new round of .pdf
- Panel Industry In-depth Tracking Series Issue 42 (December 2022): The bottom of the industry is clear in 22 years, and the demand recovery is waiting for 23 years-20230130-CITIC Securities-Page 22 .pdf
- Panel Industry Depth: Technological Change, Related Opportunities, Industry Chain and Related Companies In-depth Combing-Huibo Intelligent Investment Research .pdf
- Special report on the black electricity industry: Mini LED is accelerating its penetration, and the upstream and midstream of the industrial chain are giving priority to benefiting .pdf
- Special study of black home appliance industry: Mini LED: cost optimization, scene opening, opening up the .pdf of high-speed growth
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