Focusing on the second half of the year, the 4K ultra-high-definition industry has become the indicator of the LED display industry!
The ultra-high-definition video industry continues to develop. Recently, relevant research institutions stated that China’s “ultra-high-definition” policy will guide the full popularization of display applications toward 4K with independent standards, which is conducive to the 8K process of the film and television industry in the Chinese market after 2022. Previously, 2019 The “Ultra HD Video Industry Development Action Plan (2019-2022)” was officially released, further clarifying the overall goal of my country’s ultra-high-definition video industry of 4 trillion yuan in 2022, giving the entire ultra-high-definition video industry a boost. In the UHD industry chain, hardware products are often the first to become popular. Although the current penetration rate of 4K in my country needs to be improved, and 8K is still in the development stage, in the process of accelerating the marketization of 4K and 8K, whether it is OLED, AMOLED, Mini LED or QLED, the technical means to achieve ultra-high definition are continuously upgraded. However, a fact that cannot be ignored is that hardware display manufacturers are vigorously deploying, technological equipment is constantly updated, and they have made sufficient reserves to welcome the arrival of the ultra-high-definition era.
Development opportunities brought by the UHD industry
On May 21, 2020, the “Ultra HD Video Standard System Construction Guidelines (2020 Edition)” jointly organized and released by the Ministry of Industry and Information Technology and the State Administration of Radio and Television mentioned that by 2022, the overall UHD video industry in China The scale will exceed 4 trillion yuan to further improve the ultra-high-definition video standard system, formulate more than 50 standards, and focus on promoting the standardization of industry applications in key fields such as radio and television, culture, education and entertainment, security monitoring, medical health, intelligent transportation, and industrial manufacturing. Ultra-high-definition video is a new round of major technological innovation after video digitization and high-definition. It will drive profound changes in all links of the industry chain such as video collection, production, transmission, presentation, and application. It is a huge issue for the LED display industry. Development opportunities.
What is clear is that the nationwide “Ultra HD” construction trend has already begun. The application of ultra-fine pitch LED displays, such as Mini LED, has also entered the “landing” stage. The application of the National Two Sessions in 2020 is just the first step. In the initial stage of Mini LED commercial volume and ultra-high-definition development, the demand for ultra-high-definition radio and television production, high-end video conferencing applications, public performances and publicity, security video surveillance, entertainment market applications such as movie screens, etc., Mini LED ultra-large The flat-panel ultra-high-definition display characteristics will greatly show the market advantage and match the needs of the ultra-high-definition era; in addition, Mini LED technology has no international monopoly, no market scale or intellectual property barriers, China’s LED industry is large in scale, solid foundations, and innovative It is the ultra-high-definition industry that really brings the real “marketability” opportunity to the LED display industry, as well as the rapid progress of Mini LED technology itself.
Display manufacturers need both technical reserves and standardization
It is understood that the Mini LED related driver products of upstream chip manufacturers have now entered the shipment stage; the products of midstream packaging manufacturers have completed acceptance and began to ship; among downstream panel manufacturers, BOE will officially launch Mini LEDs with glass substrates next year Backlight products: In addition to traditional LED display manufacturers, terminal application manufacturers, including TV manufacturers Samsung, TCL, and mobile phone manufacturers such as Apple and Huawei, have stepped into the Mini LED field, and successively launched various Mini LED application products. Occupy the “Ultra HD Display” industry and have made sufficient technical reserves.
Despite this, the ultra-high-definition video industry has considerable market potential, and it has already formed a blooming situation in the professional display field. However, it has not yet gained sufficient recognition in the consumer market. The reason is that high cost is the biggest constraint. The high cost and incomplete market penetration have put a lot of pressure on display manufacturers, and the entire business model is not yet perfect. The development of the ultra-high-definition video industry is a future trend. To promote its construction and development, it is necessary for the entire LED display industry chain to reach a consensus, and it requires the joint support of enterprises in the industry chain. Secondly, the current combination of ultra-high-definition video technology and industry demand pain points is not clear, and there is a lack of in-depth exploration of typical application scenarios. In addition to limited applications such as security monitoring, it is aimed at industrial manufacturing, education, medical care, security, transportation, advertising, conferences, etc. There are few system integration solutions in the personalized industry, which is also the direction that LED display companies need to make breakthroughs in the next step.
“Product first, lack of standards” is also a problem encountered in the development of ultra-high-definition display industries such as Mini LED. In the absence of corresponding standards for ultra-high-definition displays in the industry, the industry chain now has different definitions of ultra-high-definition displays. Some companies use the banner of 4K/8K ultra-high-definition to promote and publicize, and related products on the market are not unified. Measured by this standard, it is not conducive to the development of the ultra-high-definition display industry.
In the post-epidemic era, LED display manufacturers are seeking new growth points. As an important market opportunity in the ultra-high-definition video industry, ultra-fine-pitch LED display technology will become a “trump card” firmly held by display manufacturers in the second half of the year and even in the future. “Even if affected by the epidemic, Mini LED’s promotion progress and shipment rhythm have been delayed. However, as the market for ultra-high-definition display industry gradually matures, people’s requirements for display technology continue to increase, and terminal manufacturers are actively promoting it. The video industry will lead Mini LEDs to gradually enter a period of rapid growth, and the competition of display manufacturers will further intensify. At this time, who can take the lead? let us wait and see!
Post time: Oct-16-2020