Since the end of the year, we have obviously felt the market demand picking up. With the LED display industry entering the traditional peak season, coupled with the continuous release of demand for high-definition video display equipment in the terminal market, especially after the new display products such as mini / micro began to enable the market, the production capacity began to become the focus of the upstream and downstream enterprises in the industrial chain.
As we all know, China's LED display industry has been in a dominant position in the global field, and after several years of continuous leading, China's LED display industry is further opening up the leading distance. Statistics show that with the development of high definition display market such as small spacing and Mini/MicroLED, it is estimated that the total capacity of Chinese mainland's panel will reach 55% in 2020. In addition, since the beginning of this year, international giants such as Europe, the United States and South Korea have almost stopped work and reduced production due to the greater impact of the epidemic. Thanks to the advantages of domestic epidemic prevention and control, Chinese LED screen enterprises have seized the opportunity to expand production capacity, reduce costs and expand the leading edge, especially the mini / microled production capacity, which has become the top priority for many led enterprises.
Prior to this, Riad publicly said that the mass production base of microled display was officially put into production, and that it established a joint venture with Taiwan wafer optoelectronics Co., Ltd., which is the first mass production base of microled display in the world, was officially put into production on October 29.
On November 3, Zhouming technology released information related to investor research, revealing that the industry began to show signs of recovery from Q3, and that the market continued to recover. At the same time, on the layout of miniled production capacity, Zhouming technology revealed that it is investing a lot of money in the upgrading of Huizhou Daya Bay industrial base as planned, and adding several miniled display intelligent production lines. In addition to the existing miniled production line, nearly 50% of the funds raised in the company's fixed increase plan will be invested in miniled equipment
Recently, taibiao also said publicly that there are nine factories in China and India, with a total of 200 SMT lines. In the miniled part, it is expected to start mass production in January next year, and taibiao has also invested a large amount of capital expenditure and R & D personnel.
Recently, Hongli Zhihui announced a number of miniled investment projects. According to rough calculation, the total investment of the expansion projects announced by Hongli Zhihui this year will reach 3.65 billion yuan, and the planned annual output value will exceed 5.8 billion yuan. "
As industry experts have said, facing the future display technology of mini / microled, China, as the most active region in the world's display industry, wants to maintain its leading position in the world, with new investment, various integrations, new production lines and mass production climbing essential. It is believed that with the further release of the HD display market, the investment of relevant enterprises in the mainland and Taiwan will continue to increase.
Facing the coming new era of mini / microled display, although China's LED display industry has a leading advantage, we must also recognize its own shortcomings. First of all, the current distribution of China's LED display industry is mainly concentrated in the southeast coastal areas, which is not conducive to the overall balanced development of the industry. Secondly, from the perspective of the overall brand structure of the global industry, although China is in the leading position in terms of production capacity and market share, the brand influence of Chinese LED screen enterprises in the global market is still weak. Finally, China's LED display industry still has some weaknesses, such as relatively single technology structure and insufficient competitiveness of the whole industry chain. In the future, we must learn from each other's strong points to make up for our weak points, and give full play to the Industrial Synergy, so as to continue to maintain the leading edge.
Original title: [abison · headline] Mini / micro capacity demand burst, China's LED industry continues to lead
The source of the article: WeChat official account: LED display channel] welcome to add attention! Please indicate the source of the article.