The "2024-2030 China LCD Module Industry Market Special Research and Investment Prospect Planning Report" (hereinafter referred to as the "Report") compiled by Zhiyan Consulting is a professional market research report in the field of LCD modules in China, and is a faithful recorder and witness of the development of the LCD module industry. It aims to provide a comprehensive reference for Chinese LCD module manufacturers, government agencies, and industry experts to understand and grasp the development of China's LCD module.
The report has been published annually since 2017 and has been published for eight consecutive years. The "Report" has a total of 7 chapters, from the development overview, supply and demand scale, import and export analysis, competition pattern, subdivided products, demand potential, leading enterprises, prospect trends, industrial chain analysis and other aspects, through detailed data, comprehensively summarized and reviewed the new trends and new highlights of the LCD module industry in 2023, and at the same time carried out in-depth thinking on the existing problems. A series of useful suggestions and future prospects are put forward for the next high-quality development of the LCD module industry.
Liquid crystal display module refers to the liquid crystal display panel and related driving circuits, backlights, integrated circuits and other components assembled together to form a modular component, and its structure varies with the different application objects of downstream products. The principle of liquid crystal display is that the backlight assembly emits a uniform surface light, and the light is transmitted to people's eyes through the LCD screen. The purpose of the screen is to process these lights on a pixel basis to display the image. According to statistics, in 2023, the output of LCD modules in mainland China will be 3.12 billion sets, the demand will be 3.41 billion sets, and the market size will be 238.33 billion yuan.
The upstream market participants in the industrial chain of the LCD module industry are mainly engaged in the manufacture of key materials or important components of LCD modules, including LCD panels, conductive glass, polarizers, backlights, driver ICs, etc., with a fine division of labor and mutual cooperation. The downstream is consumer electronics products such as mobile phones, digital products, and home appliances, with diverse varieties, strong competitiveness, obvious product brand effect, and rapid market changes.
Domestic LCD module manufacturers mainly include BOE, Shenzhen Tianma, Ultrasonic Electronics, Yushun Electronics, Dijing Optoelectronics, Jinfu Technology, Tongxingda, Juncheng Technology, Yashi Optoelectronics, Tianshan Electronics, Huike Co., Ltd., Guoxian Technology, TCL Technology, etc.
Among them, Jinfu Technology is mainly engaged in the research and development, processing and manufacturing, sales and technical services of precision components of electronic products, liquid crystal display modules (LCM and BLU), intelligent testing and automation equipment. In 2023, the revenue will be 1.743 billion yuan, a year-on-year increase of 24.32%, of which the revenue of LCD modules and complete machines will be 274 million yuan, a year-on-year increase of 42.74%. TXD is engaged in R&D, design, production and sales of LCD and OLED liquid crystal display modules and camera modules, including small and medium-sized liquid crystal display modules and optical camera modules. In 2023, the revenue will be 8.514 billion yuan, a year-on-year increase of 1.13%, of which the revenue of LCD modules will be 6.156 billion yuan, a year-on-year decrease of 6.04%. Juncheng Technology specializes in the production and sales of STN liquid crystal displays and display modules, which are widely used in mobile phones, industrial equipment, household appliances, terminal equipment and other large-capacity information display terminals. In 2023, the company's revenue will be 570 million yuan, a year-on-year decrease of 9.89%, and the attributable net profit will be 71 million yuan, a year-on-year decrease of 21.84%.
The research team of Zhiyan Consulting conducts in-depth analysis on the scale, industrial structure, key enterprises, and industrial development trends of China's LCD module industry, and puts forward suggestions for the problems existing in the development of the LCD module industry, providing reference for local governments, industrial chain related enterprises, and investment institutions.
Data Description:
1: The core data of this report has been updated to December 2023 (the relevant financial indicators of non-listed companies in the report are affected by corporate credit approval, and there may be a certain lag), and the forecast period of the report is 2024-2030.
2: In addition to the first-hand research information and data, authoritative data sources such as the National Bureau of Statistics, China Customs, industry associations, and public reports of listed companies (prospectuses, transfer prospectuses, annual reports, inquiry reports, etc.) also constitute the data sources of this report. The first-hand data comes from the first-hand information data obtained by the research team from interviews with key enterprises in the industry, and the main interview subjects include corporate executives, industry experts, technical leaders, downstream customers, distributors, agents, distributors and upstream raw material suppliers. Secondary sources mainly include relevant industry news, company annual reports, non-profit organizations, industry associations, government agencies and third-party databases from around the world.
3: The core data of the report is based on the strict data collection, screening, processing, analysis system and independent calculation model of the Zhiyan team to ensure the accuracy and reliability of statistical data.
4: The data used in this report are all from compliance channels, and the analysis logic is based on the professional understanding of the Zhiyan team, which clearly and accurately reflects the research views of analysts.
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