Under the new situation, what multi-format integration is taking place in the display industry?

From the perspective of industry, the integration of industry can be divided into three categories: industry penetration, industry crossover and industry restructuring:

01 Industrial Penetration

The so-called industrial penetration refers to the industrial integration of high-tech industry and traditional industry at the boundary. As far as display industry is concerned, the boundary between new display technology and traditional display technology is gradually blurred.

In the past two years, TCL, LG, Konka, BOE and other traditional display and panel enterprises have actively joined MINI LED, OLED and other new display teams, and launched a number of MINI /Micro LED TV and other related products;

Konka, BOE, TCL Huaxing and other enterprises have also signed strategic cooperation agreements with LED display head enterprises such as Lianjian Optoelectronics, Chauming Technology, and Liad...

At present, traditional display enterprises launch products combining old and new technologies, such as MINI LED backlight TV, which greatly promotes the commercial process of MINI LED and helps the development of MINI/MICRO LED at a higher level. The mutual penetration of the old and new display industries. To the LED display application industry has brought a huge impetus for development.

02 Industrial Crossover

Industrial crossover refers to the integration of industries through the complementarity and extension of functions between industries, which often occurs in the natural extension of high-tech industrial chain. The industries that cross with the display industry involve all aspects of our lives, among which security, film and television production and projection, and 5G have great prospects for development.

Since the beginning of the era of small spacing, security has been an important market for LED display. According to the statistics of relevant institutions, as of 2019, the market size of smart security has grown to 259.05 billion yuan, with a compound annual growth rate of 13.01%. It is expected that in the next five years, China's security display market demand will reach 100 billion levels. In recent years, the leading security industry Hikvision, Dahua and other enterprises continue to launch LED display related products, the use of LED display is stable and reliable, fast response speed, unlimited Mosaic and other advantages, with the improvement of security work, improve security efficiency, the two promote each other, complement each other.

Lillard, Chuming, Abisson, AET, Nova technology and other enterprises will LED display technology and VR, AR, MR and other computer graphics and visualization technology combined to improve the visual effect of stage programs, and even launched LED giant screen to participate in film and television production, enhance the sense of immersive film and television works to the audience.

The development of 5G+8K UHD video industry also needs the support of LED display. It is estimated that by 2022, the scale of China's UHD video industry will exceed 4 trillion yuan, becoming the largest UHD market in the world.

Whether it is security, film and television or 5G+8K and other aspects of the integration, are constantly to the LED display application industry with new demand, promote the innovation of LED display technology and product quality improvement, promote the upgrading of the relevant industrial chain.

03 Industrial Restructuring

Industrial restructuring mainly takes place among industries with close connections. For example, in 2020, Siyuan shares will complete the acquisition of 16% of Xi 'an Qingsong, increasing the proportion of shares held by Xi 'an Qingsong to 67%. Versino transferred 506 Micro LED patents to Chengdu Chenxian; In 2021, Samsung Display successfully became the second largest shareholder of TCL Huaxing... Some enterprises have to withdraw from the LED display application industry due to the impact of the epidemic. This kind of reorganization of LED display industry is in line with the market competition rules of survival of the fittest, which is more conducive to the two-way integration of enterprises with advantages, learning from each other and speeding up the healthy development of LED display industry.

LED display industry and other industries penetration, cross, restructuring, make it closely related, interdependent, mutual promotion, not only play a catfish effect, stimulate the LED display industry enterprises active to participate in market competition, but also conducive to achieve win-win cooperation.

Multi-format integration has become the new trend of the future development of LED display. How to take this "train" forward will be the direction of LED display application enterprises should focus on thinking.