Are Samsung and LG withdrawing from the LCD market one after another, is it an opportunity for domestic LED manufacturers or a starting gun for the new track?(2)

801 views admin 2020-04-30

"Catfish effect" drives display technology change and promotes industry growth

Although, on the surface, international manufacturers such as Samsung, LG, Sony, etc. have taken advantage of capital and technology reserves, from the perspective of downstream terminal companies, the small-pitch LED market is not a "giant monopoly pattern", too much Companies are blooming, resulting in more intense market competition, and manufacturers are also willing to apply better technologies and products to achieve improved competitiveness. On the one hand, the "catfish effect" driven by these international manufacturers can better speed up the iterations of the update of smaller pixel pitch LED display products and technologies. On the other hand, it can further weaken the price disadvantage of small pitch LED display products, which helps Reduce the price of LED small-pitch display to achieve faster popularization.

For the LED display industry, the "catfish effect" brought by international manufacturers has prompted LED ultra-small pitch display technology to be used to break through higher-end application markets or to improve the experience and cost competitiveness of traditional pitch products All mean that this is a window technology of "industry share adjustment". This will inevitably form a new round of "technical catch-up" and "market shuffle". More fierce competition will promote enterprises to further increase market expansion, thereby beneficially promoting the growth of the industry scale.

From the perspective of terminal applications, with the continuous upgrade of national consumption, it is driving the rapid iterative update of display technology, and the emergence of a series of cutting-edge technologies with revolutionary significance has also brought broader development space for market applications. Industry insiders predict that the first commercial market for Micro LED display technology, applications such as ultra-large displays and TVs have a better chance to introduce Micro LED technology in recent years, and gradually increase the volume. After the ultra-large size, it will be ultra-small Display applications, such as mobile phones, wearable devices, and AR / VR devices. Regardless of the display manufacturers at home and abroad, for the few display companies that already have the technical conditions for mass production, once the financial support is obtained, the production capacity will be gradually released, and they will face the rare opportunity of entering a large number of commercial and industrial expansion fast channels.

In summary, Samsung LG's withdrawal from the LCD market is an important warning for the LED display industry. Now it is far from a market structure that can enjoy a stable market share and comfortably wait for orders to arrive, but a need to actively embrace The era of technological changes and changes in market demand is also an era of LED displays with more intense competition, wider scope, and more rapid technological development. On the one hand, for domestic LED manufacturers with high-end display layouts, from the perspective of the supply chain, the more small-pitch LEDs develop toward the high-end market, the higher the industrial chain requirements from materials to craftsmanship. At the same time, for the small-to-medium-end small-pitch market, manufacturers' technological changes need to accelerate their pace in order to keep up with market demand and changes. In short, although the macro market situation is not clear in 2020 and the expected growth is relatively pessimistic, the fierce competition of enterprises will not be weakened by this. At this time, it is more necessary for the display companies to have a strategic and flexible forward-looking layout and plan ahead.

Are Samsung and LG withdrawing from the LCD market one after another, is it an opportunity for domestic LED manufacturers or a starting gun for the new track?(1)

Sunrise LED Display factory