Today, one out of every four FPDs is manufactured and sold by Chinese manufacturers. Not just for large-scale TV panels, smart phones with small and medium-sized panel area, the Chinese manufacturers are also rapid rise. Following the LCD, the Chinese manufacturers have also had a strong interest in OLED. Moreover, following the TV and smart phones, the Chinese manufacturers have emerged to develop vehicle equipment and VR terminal market dynamics.

Today, China’s display industry in mind? What will be the action? China Optics and Optoelectronics Industry Association Liquid Crystal Branch (CODA) Secretary-General Liang Xinqing in August 2016 held in Shanghai, “China Beijing International Display Industry Summit 2015″ pre-conference, . In his speech, he analyzed the current position of China’s display industry for the interpretation of the future strategy to give important enlightenment. The following is a description of the specific content of the speech.

4 Taiwan, there is a Taiwan is the mainland production

Liang Xinqing first introduced the status of the display industry. The growth rate of the global FPD market in the first half of 2016 (compared to the previous fiscal year, based on supply area) was less than 1%, unchanged from the previous year. By country and region statistics, the first area of ​​supply area is South Korea, the share of about 37.3%. Taiwan was second with 27.6 percent, China was third with 26.8 percent, and the gap with second place was less than 1 percent. Therefore, every four monitors in a Taiwan is manufactured and sold in mainland China. Japan came in fourth with a share of 4.5%. Liang Xinqing pointed out that the core of the competitiveness of Japanese companies, panel manufacturing has shifted from the panel technology, parts and production equipment. xcr3128xl-10vqg100c

On the current market conditions, Liang Xinqing said panel prices have stopped declining, panel makers in the performance gradually turnaround. Although the display industry in the third quarter of 2015 entered a period of adjustment, but the second quarter of 2016 has begun to recover. With this trend, the cycle of high and low (LCD cycle) shortened, the amplitude tends to decrease. So in the future to change measures to reduce the impact of the LCD cycle.

Next, Liang Xinqing introduced the display application market. He first pointed out that the Chinese market is the driving force of world economic growth. And, in the application of innovative products, driven by the display market will expand. He listed three specific examples.

The first is to stimulate demand for laptops through the use of low-temperature polysilicon (LTPS) and oxide semiconductors. Through the development of high-precision, low-power panel, to extend the laptop battery life, to stimulate the redemption requirements. Now, Japan Display (JDI), Taiwan’s AU Optronics, and China Tianma Micro-electronics are working with PC makers to develop such panels. The second is a 32-inch monitor with a curved surface display. Huike (HKC) in the end of 2015 launched the display, in the Chinese Internet cafes market share of 14%, jumped to second in one fell swoop.

The third is the UHD (4K) TV. From the second half of 2015, panel makers in order to avoid the impact of low LCD cycle, started with the whole enterprise to increase UHD TV panel supply, this initiative has played a role. Liang Xinqing said that in the first half of 2016, more than 55% of the TV market in China UHD market share of more than 80%, UHD has become the standard for large-screen TVs. uc3864

Smart phone is followed by a manpower VR era is coming

Liang Xinqing then introduced the new market development. First talked about the car display. China as early as 2015, aimed at this area. Predict the market scale of car monitor of 2015 will exceed 5.5 billion dollar, it is estimated that will increase by 400 million dollars every year in the next 5 years.

Liang Xinqing introduced the next new market is the VR terminal. “(VR) may be like smart phones and tablet PCs, like entering the era of a staff.” He also pointed out that South Korea’s Samsung Electronics, the United States, Google, Facebook VR technology as the future development of important Topics. In terms of current market size, sales are expected to be approximately $ 5.1 billion in 2016, with shipments reaching 38.9 million units. In addition, in the evolution of the VR terminal display, the size of the screen is increased, the degree of fineness is improved, the response speed is increased and the power consumption is reduced.

2025 OLED will enter the maturity of the LCD into recession

Technology trends for the display, Liang Xinqing pointed out that the existing technologies such as LCD will continue to evolve, but there are 50 years after the commercialization of technology has been eliminated after the “life cycle.” The commercialization of TFT liquid crystals began in the 1980s. After the growth period, is now in maturity. But Liang Xinqing said that by 2025, with the commercialization of flexible displays, TFT LCD will enter a recession. At the same time, OLED will replace the TFT LCD, usher in a mature period.

So, there will be a follow-up of the rise of new technology OLED it? Liang Xinqing in the speech talked about the new technology with Apple and Samsung Electronics concern “mini LED”, “QLED” and “Printed Electronics” these three.

Micro-LED is made up of tiny LEDs as pixels. Can achieve higher resolution than the OLED and contrast, and low power consumption, so Liang Xinqing predicted that Apple will be in 2018 for the “Apple Watch” with this screen, the chip installation issues are resolved, the scope of application Will be further expanded.

QLEDs use quantum dots as light emitting elements such as LEDs or OLEDs. Samsung Electronics as a candidate for television display technology, now seems to be promoting the development. The company believes that QLED is expected to solve the cost of large OLED, reliability issues. But Liang Xinqing also said that Samsung will eventually use which technology is still unknown.

For printed electronics, Liang Xinqing, said: “Because it has started in the field of touch panel applications, it is expected to be used in the field of display panels.

Manufacturers of display equipment, materials and parts manufacturers pay special attention to the future trend of investment in equipment. Liang Xinqing said, to South Korean manufacturers and manufacturers in mainland China as the center, investment is still showing an expansion trend. The following is Liang Xinqing show the next 3 years the main panel business investment plans.

China’s display industry is now the location

The following is a leap in the development of Chinese manufacturers is the strategy. Prior to this, Liang Xinqing introduced the status of China’s display industry.

Liang Xinqing first said that the influence of Chinese panel makers is expanding, and in the main application market, the Chinese panel companies gradually mastered the high share. 2016 share in the global market in the first half as follows: smart phones with 36%, 44% for the Tablet PC, LCD TV with 35%, feature phones (traditional mobile phone) with a share of 66%.

Moreover, China as the world’s largest IT product consumer market and production base, China’s panel production capacity may reach the world. In terms of technology, Liang Xinqing that China’s TFT LCD technology has reached the advanced level, China has become the OLED technology research and development of “one of the three major powers.” On the upstream (production equipment and parts) to the downstream (products, services) of the industrial chain, Liang Xinqing said that China is now available in the domestic procurement of some equipment and spare parts, nurtured many enterprises with independent intellectual property rights.

China ‘s display industry strategy

In the future, China will be how to develop the display industry? Liang Xinqing introduced China’s policy direction. In terms of investment in equipment, the Government will continue to maintain the principle of leading to further strengthen the industry. So that the semiconductor and the display grow together. Promote the fine chemicals, intelligent manufacturing equipment, metal materials, polymer materials industry to grow and develop. To meet the diverse, personalized terminal requirements, the birth of the Internet era of new service models and business forms.

Next, Liang Xinqing on China and Japan’s display industry’s competitive and complementary relationship. In the downstream industry (end product), the competition between enterprises is low, complementary high, therefore, China’s downstream enterprises in the future when going overseas, there may be brand appeal with the Japanese downstream companies. In the midstream industry (panel), the competitive relationship between enterprises will gradually weaken, but has not yet shown a complementary. In the upstream industry (equipment and spare parts), complementarity is very high, the future should become an important area of ​​cooperation.

Finally, Liang Xinqing expressed the expectations of the Japanese display industry. He first pointed out that China and Japan display industry have the opportunity to achieve “from competition to cooperation,” the relationship change. Sino-Japanese display manufacturers should be concerned about the scope of cooperation and innovative cooperation model. Liang Xinqing also said that the cooperation opportunities in materials, equipment and new technologies are full of charm for both China and Japan, and the Sino-Japanese cooperation carried out by CODA, the secretary-general, has far-reaching significance.