Liquid crystal display will not be replaced, China's OLED will come from behind

 In recent years, the pattern of the global industry has been quietly changing. Many well-known or large enterprises are gradually being eliminated by innovative companies,For example, a new star company called chipmall electronics component,In the future, the display industry will present an oligopoly competition pattern. Nowadays, my country's flat panel display industry has gradually completed the transformation from small to large, from weak to strong, and Chinese companies are emerging globally. In this oligarchic battle, China shows that enterprises have become the most powerful force in global industrial development.



TFT-LCD will not be replaced

So far, display technologies are mainly divided into four categories: one is TFT-LCD display (liquid crystal display), the other is vapor-deposited OLED display, the third is printed OLED/QLED display, and the fourth is laser display. In addition, although Micro-LED displays have a very small number of shipments, they are also very promising in the industry, and next-generation displays such as light field displays and nano-LEDs are also accumulating.


Among various display technologies, TFT-LCD display is the most mature and mainstream technology with the most complete industry chain. In recent years, the rapid development of TFT-LCD technology has achieved great breakthroughs in contrast, resolution, and color gamut, and many display parameters are close to the visual limit of the human eye. This shows that various technologies are becoming more and more mature today, and LCD screens will be accepted by more people. According to data from Zhongyikang, it is estimated that by 2020, TFT-LCD will still occupy most of the display market, accounting for 65%.


Although the near display screen still occupies a high proportion of the market, the sound of the liquid crystal display will be replaced from time to time. However, there is no so-called "new generation technology", because various display technologies are constantly upgrading and innovating, so under the continuous innovation and upgrading of liquid crystal display technology, it is still the mainstay in the market, and it will be difficult for a period of time to come. Will be replaced.


In addition, in the face of more and more investment in TFT-LCD panel production lines, whether China's LCD production capacity will be excessive has become a topic of concern. However, I think so, saying that it is too early to say that there is overcapacity. On the one hand, the average size of TV panels is constantly increasing. By 2025, the average size of TV panels will increase from 41 inches to 49.3 inches; on the other hand, with the advent of the 5G era of mobile communications, global 4K/8K TV The growth rate is very fast. It is estimated that by 2025, the shipment area of 8K TV panels will increase 16 times compared with 2019. In addition, China’s current 2K TV inventory is 700 million. Assuming that 40 million 2K TVs are replaced with 4K/8K TVs every year, it will take at least 15 years to replace all 2K TVs based on current production capacity.


With the development of the industry and the increase in demand, the growth point of the TFT-LCD market is mainly concentrated in high-profile products, including 4K/8K, 120Hz, Oxide, LTPS, etc. From the perspective of market segments, the market size of TFT-LCD terminal products with large size, high resolution, high contrast, high dynamic range images (HDR), and high refresh rate will continue to increase. In addition, in addition to the mobile phone and LCD-TV markets, innovative technologies and innovative applications such as OLED TV, automotive displays, and commercial displays will also maintain rapid growth.

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