With multiple applications and value enhancement, the development space of vehicle display is unlimited
The application scenarios of in-vehicle display cover the inside and outside of the car. At this stage, it is common in the center control panel, instrument panel, co-pilot display, HUD head-up display, etc. in the car. Other applications include rear seat entertainment display, A-pillar, armrest, car In-car displays such as interior rearview mirrors, and interactive displays at the rear of the car.
The exterior rearview mirror is also one of the application scenarios of the vehicle display. The electronic rearview mirror can expand the field of view, provide blind spot monitoring, and improve overall driving safety. It is reported that the Audi E-tron, which will be launched in April 2021, is equipped with an electronic rearview mirror, which uses a camera to replace the traditional rearview mirror. The volume is reduced to 1/3 of the original, the wind resistance is significantly reduced, and it is safer during rainy driving.
Car display "absorbs money", panel makers re-bet
Under the trendy trend, the proportion of vehicle-mounted display integrated with digital control interface has increased, and the application of replacing traditional mechanical buttons has also increased. Vehicle-mounted display is developing in the direction of large-screen, multi-screen, special-shaped, high-definition, and intelligent. , Regardless of the number, area, or product added value of the display screen, the supplier's profit margins are very considerable.
As a result, in-vehicle displays have been particularly "gold-absorbing" in recent years. On the one hand, it has attracted heavy investment from many display-related companies, and on the other hand, it has contributed significant revenue to these companies. In these two aspects, the panel factory is a typical example.
In the first half of 2022, BOE (BOE) will achieve the world's first market share in vehicle display shipments for the first time. For the vehicle display business, BOE has an independent and unique vehicle display module and system business platform - the holding subsidiary BOE Precision Electronics, which is said to be currently in a leading position in the new energy vehicle display market. At the same time, BOE itself is also jointly building a new ecology of connected cars with car companies. In August last year, it reached a strategic cooperation with Jiangqi Group on this common goal.
In terms of products, the development of BOE also reflects the current trend of large-scale, diversified, special-shaped, high-definition and other vehicle-mounted display screens, and a variety of large-size vehicle-mounted display screens have already been applied in vehicles. In addition, last year, BOE also launched the world's first ultra-large-size and curved-surface OLED products with a size of more than 40 inches.
However, because rearview mirrors have extremely high requirements for safety and reliability, only a few regions such as Europe and Japan have allowed the use of electronic rearview mirrors at the regulatory level. However, China has now joined the array. It can be seen that while the application scenarios of in-vehicle display continue to enrich, the value of products is also rising, and the acceptance of new technologies at the market and regulatory levels is gradually increasing, which is a major benefit for the supply chain, and the commercial potential is self-evident.
In the new display era, LED manufacturers have more initiative
There is no doubt that the upsurge of in-vehicle display is sweeping the global panel market. From the display technology layout of the panel factory, it can be seen that the current car display screen has LCD technology (including a-Si and LTPS), and there are also new display technologies such as OLED and Mini/Micro LED. However, OLED and Mini/Micro LED have begun to emerge in the field of automotive display, and among them, Mini LED is in the limelight.
In the past, the display area of the car was small, and the traditional liquid crystal display panel only needed a small amount of LED lamp beads as the backlight. LED manufacturers had very limited room to play in the field of car display. After the rise of Mini/Micro LED, the situation is quite different.
Advanced technologies such as new energy vehicles, smart cockpits, and autonomous driving are unstoppable. Judging from the trend of cabin design and intelligent system integration, the performance of traditional LCD screens will not be able to meet the requirements of smart cabins in terms of brightness, high definition, and reliability. , while Mini/Micro LED can perfectly match the requirements of higher specifications.
Judging from the current relatively mature Mini LED backlight display technology, with the help of Local Dimming technology, Mini LED can meet the needs of the new generation of automobiles for brightness, display effect, reliability and green energy saving. At the same time, Mini LED backlight technology With a mature LCD panel, it also has obvious advantages in terms of cost performance, which is conducive to faster penetration of Mini LED into high-end models and gradually opening up larger application markets such as mid-range models.
In general, most LED industry chain manufacturers believe that OLED and Mini LED coexist in the field of vehicle display, but according to the trend of future vehicle cabin design and functional application, the latter has stronger potential and broader application prospects. Obviously, the demand is expected and considerable. In the short term, the penetration rate of Mini LED in high-end models is expected to increase year by year. In the medium and long term, based on the perspective of LED manufacturers, Mini LED can be used on a large scale in vehicles after 2025 at the earliest. From high configuration to standard configuration, Mini LED vehicle Display manufacturers have a long way to go.
Post time: Jun-28-2023