Beijing time on November 20 news, China touch screen network news, large-scale panel application growth stagnation? The car market will become a new blue ocean. According to the International Institute of Obstetrics (IEK) of Taiwan Institute of technology, the main applications of TV, notebook computers, monitors and even mobile phones are no longer growing rapidly. In the next few years, only 1-2% of them will grow slightly, or even negatively. From 2018 to 2022, there are only three emerging application markets with a compound annual growth rate of more than 5% in vehicle, digital billboard and headset display.
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The mainland panel factory has invested heavily in large-scale panel and AMOLED panel, not only in the TV panel market, AMOLED panel is also catching up. Taiwan, Japan and South Korea panel factory had to try to differentiate and add value to break through. The Japanese panel factory is a major manufacturer of LTPS panels. In addition to mobile phones, it is speeding up its transfer to car applications. Taiwan panel factory is committed to LCD technology upgrading, and the first layout of miniled, microled technology. South Korean panel factories continue to close LCD panel factories, expand AMOLED production capacity to maintain advantages, and develop microled technology.
IEK Consulting survey pointed out that at present, the growth of several large-scale panel applications has stagnated. The annual composite growth rate of LCD TV shipments in the next five years is only 0.1%, and that of mobile phones is about 2.5%, while that of portable computers and monitors is even more negative. As for the applications with a compound annual growth rate of more than 5%, they are vehicle mounted, digital billboards, head mounted displays, and OLED TV.
According to Lin Yanshi, an analyst at IEK, the growth rate of vehicle panel shipment is higher than that of vehicle sales. In 2018, the vehicle panel shipment volume is nearly 150 million pieces, which will reach 159 million pieces in 2019 and about 168 million pieces in 2020. JDI actively transferred to the vehicle panel. This year, we saw 28 million pieces shipped. LGD is the combination of LCD and OLED. We are also building a special module production line for vehicle panel in Nanjing. Taiwan panel factory takes half of the car panels, Youda's target of car panel revenue in 2018 is 10%, Qun Chuang's 2018 shipment challenge is 23000, Huaying's target is 16000, and Caijing has also entered the car market this year.
The market application of digital billboard system is diversified, with an annual output value of more than 2 billion US dollars. The main application projects include retail, transportation, hotels and enterprises. Youda, Samsung and LGD are all very active in the layout of digital billboard market, and strengthen the integrated layout of software and hardware to provide integrated system services.
JDI / Tianma / mass creation / BOE and other accelerated layout
According to Qunzhi consulting data, in 2017, the total volume of global on-board display panel shipments was about 150 million pieces (excluding afterloading), with a year-on-year growth of about 12%. It is expected that the global on-board display panel shipments will grow to 170 million pieces in 2018, and the rapid growth of domestic new energy vehicles and intelligent vehicles will become the main driving force for the growth of on-board display demand.
At present, vehicle display screen can be divided into four categories: instrument display screen, head up display screen, central control display screen and rear seat entertainment display screen; the first three are front mounted vehicle display screen, and the latter one is rear mounted vehicle display screen. The central control display and rear seat entertainment display are mainly in touch interactive configuration. The central control display (CID) has little change in the application of audio, navigator, air conditioning control and other information display, but its appearance, shape and touch operation will be more humanized in the future. The market prospect of vehicle mounted display screen is broad, and panel manufacturers such as JDI, sharp, mass creation, Youda, LGD and BOE have also arranged one after another, so the market competition is very fierce.
JDI
As a leading enterprise in the global vehicle display application market, JDI has been leading the development trend of the vehicle display market for many years. The company has operated the vehicle display business as a strategic focus, and the vehicle display business will continue to grow. JDI uses LTPS production line to produce on-board display screen, which has the ability to produce high-resolution products above FHD, and can present more delicate pictures to customers.
At this year's CIAPE exhibition, JDI launched an automobile cockpit with integrated rear-view mirror, CID, horizontal wide curved surface display and other types of vehicle display products, fully reflecting the four development trends of vehicle display: large-scale, multi screen, curved surface and interactive. Almost every display screen in JDI cockpit is more than 10 inches in size, for example, 10.2-inch touch screen, 12.3-inch horizontal width display, 16.7 inch CID.
At present, six display screens have been used in the cockpit of JDI. &The appearance of "head up display & rdquo;, virtual rearview mirror, vehicle navigation and other vehicle display applications may make the number of future vehicle display applications more than 10. Besides, these on-board displays are not only display interfaces, but also human-computer interaction interfaces, which may integrate gesture recognition, touch control and other interaction technologies.
In addition, the curved surface horizontal width display in the cockpit of JDI car is worth attention. Currently, there are few market cases of flexible display in the application market of vehicle display. Curved surface display can bring more design space and technology beauty to the car. The application of JDI in vehicle display has certain foresight. If the future flexible OLED technology can break through, the flexible display will have a huge imagination space in the vehicle display application market.
Tianma
Since the 1990s, Tianma has begun to lay out the vehicle display market, develop and produce black and white products for dashboard, and supply TFT color products in 2008. At present, Tianma has independently mastered the display related technologies of vehicle market, and mainly supplies to the global first-line automobile manufacturers through instrument assembly manufacturers.
Tianma, which has been in the car display market for many years, has been in the second place in the world since the fourth quarter of 2016. In 2017, Tianma accounted for about 12% of the global vehicle market. At the same time, as the largest TFT vehicle panel manufacturer in China, among the vehicles with TFT instrument display in the world, one in five uses Tianma display screen. At present, Tianma vehicle mounted display screen has gone to the world. According to relevant people, Tianma vehicle mounted products supply scope has covered Europe, America, Japan, South Korea and domestic and other major vehicle manufacturers.
On the technical route, Tianma actively promotes the development and application of new vehicle display technology to meet the personalized requirements of vehicle display such as HD, brightness and special shape. In the touch trend, Tianma has gradually completed the transformation from GG / OGS to on cell / in cell technology, and the touch of vehicle display will be more sensitive and light in the future. In the trend of large screen, different from mobile devices, the car display area has more imagination space. At present, Tianma instrument and central control screen can provide 12. 3 "large size display products.
In addition, in terms of multi screen trend, Tianma said that it can be seen from two perspectives: first, from 0 to 1, to explore the possibility of more display applications, from no screen to equipped display, such as rear seat control display, vehicle key display, etc., new applications are increasing; second, from 1 to many, HUD and mirror applications will gradually develop, while Tianma from instrument to central control to HUD, The integrated scheme can be provided to meet the multi screen application of on-board display.
In terms of product routes, Tianma has also actively established a market management system with large automobile manufacturers to improve its global distribution network. In addition, Tianma has also confirmed its product roadmap with automobile manufacturers in the next five years to ensure the timely selection and supply of upstream material quality, as well as other high-quality services required.
In 2018, the shipment volume of Tianma vehicle display products continued to climb. According to the latest data released by IHS, an international authoritative market research institution, the shipment volume of Tianma vehicle in the first quarter of 2018 increased by more than 60% over the same period of 2017, ranking among the top three in the world for the first time, becoming the fastest-growing panel manufacturer. Due to Tianma's strong support, the position of Chinese panel manufacturers in the vehicle display market is also constantly improving. According to IHS data, the market share of Chinese mainland panel brands rose from less than 5% in the past to 19% in the first quarter of 2018.
At present, Tianma is the largest automobile panel manufacturer in China. With the further increase of the application space of vehicle mounted display in the future, Tianma will have a greater development prospect in the field of vehicle mounted display with its deep accumulation in the field of small and medium size and its early layout in the field of vehicle mounted display.
Group creation photoelectric
The market of electric vehicles, self driving vehicles and so on has led to a large number of growth in the application of vehicle panels. During this year's CES exhibition, mass-produced optoelectronics launched a full range of vehicle panels to seize the business opportunities of electric vehicles. In this exhibition, the vehicle mounted products are designed in combination with the concept car, and are applied to the rear lights from the instrument panel in the car, the center console, etc. to the outside of the car. The number of displays is from 2 to 7. The first 50 inch multi surface vehicle display in the world is exhibited by Groupon, which can cover multiple display information from A-pillar to A-pillar with a single screen, such as front dashboard, center console, rear mirror, etc., and adopts multi surface design with minimum curvature of r600mm and local dimming technology.
At touch Taiwan 2018, Groupon Optronics released the industry's first active matrix (am miniled) to inject new atmosphere into the auto and TV market. Compared with the passive matrix (PM) which is the main design method of miniled in the market, the am miniled method adopted by Qun Chuang is the technological revolution of miniled, which can reduce the distance between LEDs and the overall design cost at the same time.
Ding Jinglong, executive vice president of Qun Chuang, said that in addition to TFT driving, am miniled is well packaged, which can reduce the difficulty in the subsequent process; in addition, the product can also be realized on the soft board, which can be used as the surface backlight for vehicle application, replacing the development of OLED in the vehicle market.
With the continuous development of automatic driving and IoV technology, the automotive panel industry is developing rapidly. The car entertainment system is becoming a new standard for autopilot.
At the same time, Groupon optoelectronics has also increased the deployment of high-end display systems, automobile panels and intelligent retail areas, and plans to increase the number of relevant employees. Chang Jen Yung, head of HR Department of Groupon, pointed out that the company has launched a recruitment plan, which will employ more than 100 employees using the internally developed intelligent human resource system. The system can match people with specific work with the help of artificial intelligence and big data application.
In addition, Qun Chuang plans to send employees to some key universities in Germany for postgraduate study, and then these employees will stay in the Netherlands to learn more about European automobile manufacturers, so as to obtain more practical experience and the latest market information. At the same time, it is expected that the development of high-end display systems, including TV sets and public information display (PID) products, will enter a rapid growth stage in 2019-2020, so the company will need more personnel including photoelectric manufacturing, system integration, equipment manufacturing and marketing.
LGD
Since LGD put into vehicle OLED panel business in 2014, it has successively established vehicle OLED panel supply contracts with Mercedes Benz, Volkswagen and other European vehicle manufacturers in 2016. It is planned to start mass production of vehicle OLED panel in 2019, and supply it to Mercedes Benz's E-class and S-class vehicles for combined use in 2020.
As a poled laggard, LGD accelerates the growth of automotive OLED display industry. Compared with the competitors who have more advantages in small-scale mobile display panel, LGD focuses on the differentiated product layout of vehicle display, especially center information display, to ensure the development of small and medium-sized OLED business.
With the rapid development of the integration of automobile and it, the utilization space and demand of vehicle display which can provide diversified information for drivers are increasing. LGD also considers that although the main applications of vehicle display are navigation and entertainment video screens, the application scope of display in the future may develop to the whole instrument panel.
In terms of new product development, LGD has displayed 12.3-inch dashboard and 15. 4 "CID and other automotive OLED panels, with the largest application of CID in the global automotive display panel, the average size of automotive OLED panel in the future is expected to be more than 12".
Recently, it has been reported that LGD has signed OLED supply agreements with Mercedes Benz, Volkswagen, Toyota, GM and other automobile manufacturers. Mercedes Benz will take the lead in adopting LGD's flexible OLED display in some E-class models to be launched in the first half of 2020. Recently, Audi announced that it will install 7-inch OLED virtual rear-view mirror for the new e-tron EV cross-border concept car to replace the traditional rear-view mirror.
auo
Youda has been working in the car panel Market for a long time, most of which focus on the front market. In addition to European and American car factories, this year, it will accelerate the layout of the mainland market, and the shipment will increase significantly. At present, Youda dominates the market of center console panel, and actively expands new applications such as dashboard and rear-view mirror this year. In addition, electronic rear-view mirror and other new applications further achieve system delivery and provide complete solutions. Cai Guoxin, general manager of Youda, pointed out that the car panel shipment this year still maintained a double-digit high growth, and the car panel revenue contribution is expected to rise to more than 10%.
Youda's market share in the center console panel and the overall vehicle panel market is 20%, ranking second in the market. This year, there are two directions in the car panel. One is the LTPS car panel attack, special-shaped cutting, ultra narrow frame and touch function, which meet the requirements of intelligent driving interior design and multiple applications. For example, dashboard, center console, rear view mirror, head up display, followed by strengthening the operation of vehicle system.
At touch Taiwan in 2018, Yoda Optronics exhibited a series of products, including: the cockpit display of UHD vehicles with direct bonding lamination, which will integrate instrument panel, CID and front passenger seat display; 11.6 to 15.6 inch high-definition, high brightness, wide color range and high contrast LTPS touch screen, which is suitable for on-board entertainment system (IFE).
With more and more integration of vehicle display and vehicle interior design, Yoda optoelectronics will launch an ultra high definition vehicle cockpit display, which is fully integrated with 12.3-inch dashboard, 13.2-inch CID and 12.3-inch front passenger seat display by using direct bonding lamination technology. Yoda photoelectric said that the large streamline display uses ahva technology, with high contrast and brightness.
The capacity of Youda Kunshan 6th generation LTPS panel factory is about 25000 pieces. In the fourth quarter of last year, it has reached full production. In addition to 18:9 high-level smart phone panel and high-level NB panel applications, it will further expand the car panel market this year. Youda's LTPS products have been successfully introduced into a full range of vehicle panels. The product line covers a wide range of applications such as instrument panel, center console, rear view mirror and head up display, and has been successfully certified by European and North American high-level vehicle series. In the future, the proportion of LTPS panels in vehicle applications will be higher and higher.
BOE
As a leading panel manufacturer in China, BOE provides the overall automobile display system for BMW, Mercedes Benz, Skoda and other brands, among which the traditional automobile brands are mainly connected through intermediate channels, and the solutions of emerging smart cars such as Weilai and Baiteng are directly provided by BOE.
At this year's Munich electronic exhibition, BOE showed a 12.3-inch vehicle mounted display screen adopting AMOLED technology, which can make the display screen as thin as paper and realize a variety of curved shapes. BOE's flexible AMOLED vehicle display solution can also integrate intelligent navigation, rear-view image, vehicle central control, entertainment information and other functions, not only bringing more intelligent interaction modes for voice navigation, artificial intelligence assisted driving and other vehicle networking applications, but also bringing more possibilities for the diversification of vehicle interior design.
BOE (BOE) vehicle display solution appears in Munich Electronic Exhibition
At the same time, BOE integrates innovative technologies such as mini led and in cell into vehicle display. The dashboard with mini LED display technology, through regional dimming technology, makes the dashboard color contrast higher, information more eye-catching, and brings better interaction experience for users. BOE's innovative technologies and products have attracted many application manufacturers to the exhibition area for relevant negotiations.
It is understood that BOE's high-end vehicle mounted display screen has been applied to domestic and foreign automobile enterprises such as the United States, Germany, the United Kingdom, Japan, South Korea, etc. In the era of the Internet of things, BOE accelerates the research and development of vehicle display technology, intelligent system of the Internet of vehicles and sensor related technology, so as to accelerate the application of "intelligent cockpit" to people's lives.
Hua Ying
This year, Huaying will show many car panel applications, and many new models of car monitors will consider integrated design, integrating display information such as instrument panel, center console and front passenger seat display, not only simplifying the design, but also improving the overall beauty of the car.
Huaying has stepped into the dashboard all the way from the central control panel in the car front mounting market. Its size has gradually increased from 7, 8 and 10 inches to 12.8 and 15.6 inches. The price of the central control panel is better due to the touch function.
The main customers of Huaying car panels are Japanese car factories, including Toyota, Honda and Mazda. Later, they entered the mainland market, such as Chang'an, GM, SAIC and great wall. Each of the three local cars has a Huaying car panel. Recently, it has been more successful in entering the BMW supply chain of European brands.
In recent years, Hua Ying's auto panel shipments have grown year by year, with a total of 14 million pieces shipped in 2017, better than the 13 million pieces shipped in 2016. The front loading market of the original factory has accounted for 50%. Shipment volume will reach 1 in 2018, 6 million pieces, and the previous market as the main force, this year's proportion of 55%.
Related news
Gou tries to integrate the advantages of the car panel and the resources of Hon Hai group
Pushing Shenzhen super listed in China, Gou Taiming plans to spin off mass entrepreneurship golden rooster. In the French speaking conference, Groupon announced that it had entered the traditional off-season in the fourth quarter and faced new challenges in operation due to the Sino US trade war. However, it was not mentioned in the conference that Groupon was in the process of splitting up. This magazine received the news from the head of Groupon. Guo Taiming, chairman of Hon Hai, planned to integrate Groupon's car panel business with China's shenchao optoelectronics after splitting up and will be listed in China.
On October 15, Groupon optoelectronics announced that Xiao zhihongsheng, the former general manager, and Yang Zhuxiang, the new general manager would be the vice general manager. In less than two years, Groupon changed two general managers. In fact, the personnel plan of Groupon has not been adjusted yet. Then it was announced that Ding Jinglong, the executive vice general manager of Groupon, would be responsible for the "small eyeball plan" of Guo Taiming, the chairman of Honghai group, and assist the group's Shenzhen super optoelectronic's listing in China.
According to people familiar with the matter, Ding Jinglong will next integrate shenchao, Qun Chuang and sharp's automobile panel business. The new organization is expected to complete the adjustment by the end of March next year and go to China for listing from 2021 to 2022.
However, the car panel business accounts for 1 / 4 of the group's revenue and more than 30% of the gross profit margin. It can be said that it is the group's golden hen. As a result, the spin off case caused internal dissatisfaction of the group: "the main shareholders of Shenzhen super include the Shenzhen municipal government and Hon Hai group, whose interests have become theirs. Is this worthy of the group's shareholders? "
"Car panel is the golden hen of group innovation, including Tesla, BMW, general motors, Mercedes Benz, Audi and Fuchs. It is the main customer of group innovation, with a high global share (second only to JDI). What's good for us to integrate the car panel of group innovation into Shenzhen super? "Said the director of mass entrepreneurship discontentedly.
"Shenchao is a competitor of groupware. It will take at least another 10 years for shenchao to get into the car. Why should groupware help them? Shenchao's main shareholders include Shenzhen municipal government and Honghai group. In the future, Honghai group and Guo Dong will benefit from the successful listing. However, the car panel business that group has been hard to cultivate for more than ten years will fly away. What's more, group has taken so much subsidy from Taiwan's Government. At last, these benefits will be reaped by Shenzhen municipal government. Is that right? "People familiar with the matter said.
Technology executives said that Mr. Gou tried to integrate the advantages of the car panel and the resources of Hon Hai group with good intentions. However, when implementing the relevant plans, if the rights and interests of the shareholders and employees of mass entrepreneurship and relevant laws and regulations are damaged, it may not be what you like. Mr. Gou, who helps Taiwan's economy, should think twice before going.
Reorganizing automobile panel business, Gou Taiming grabs BMW and Tesla big orders
In the report of the meeting in charge presided over by Hong Jinyang, chairman of group innovation, it is said that the technical exchange between Shenzhen super and group innovation has been completed. The next work will focus on the follow-up arrangement of bilateral talks, and the inventory of vehicle IP to Shenzhen super, group innovation vehicle and sharp's restructured new company (ABC). ABC is expected to complete the organizational adjustment on March 31 next year and plan to be listed from 2021 to 2022.
Xie qinyi, director of display research at IHS, thinks that Guo Taiming, chairman of Hon Hai, should start from the car business and help Hon Hai group get more orders for auto electronics business from BMW, Tesla and general motors, etc., so he established K group (changed to K vision holding group in late July this year) to incorporate into all panel businesses of Hon Hai group, but K group is not necessarily a company , maybe it's just functional organization division.
"Qun Chuang only makes vehicle display, but Hon Hai also hopes to win the order of central control system and audio-visual system, so Dong Guo must integrate the panel and system together to talk with the car manufacturer, and the relevant planning of panel integration should not be finalized. "Xie qinyi said that the difficulty and price of the vehicle display to pass the test of heat resistance and vibration resistance are relatively high. Therefore, the price of the vehicle panel is more stable than that of the TV and mobile phone panel. As long as entering the supply chain of BMW and other vehicle manufacturers, the performance and profit in the next five years will almost have no worries. If Hon Hai also takes the order of the central control system of the vehicle manufacturer, the profit will certainly be obvious Help.