Since the end of the year, we have obviously felt the recovery of market demand. As the LED display industry enters the traditional peak season, coupled with the continuous release of demand for high-definition video display equipment in the terminal market, especially after new display products such as mini / micro began to enable the market, the production capacity began to become the focus of 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 leading for several years, China's LED display industry is further opening up its leading distance. Statistics show that with the development of high definition display market such as small spacing and Mini/Micro LED, it is estimated that the total capacity of Chinese mainland's panel will reach 55% in 2020. In addition, since this year, almost all international giants such as Europe, America and South Korea have stopped work and reduced production due to the great 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 their leading advantages. In particular, the production capacity of mini / micro LED has become an urgent task for many led enterprises.
Leyard Earlier, lyade publicly stated that the micro LED display mass production base was officially put into operation. It established a joint venture with Taiwan Jingyuan optoelectronics to set up Lijing microelectronics, the world's first micro LED display mass production base, which was also officially put into operation on October 29.Zhouming
On November 3, Zhouming technology released information related to investor research, revealing that the industry began to pick up from Q3 and that the market continued to pick up. At the same time, on the production capacity layout of mini led, Zhouming technology disclosed that it is successively investing a large amount of funds for the upgrading of Huizhou Daya Bay industrial base as planned, and adding several Mini LED display intelligent production lines. In addition to the existing Mini LED production line, nearly 50% of the funds raised in the company's fixed growth plan will be invested in equipment in the field of mini led
Table sectionRecently, taibiao also publicly said that there are currently 9 factories in China and India, with a total of 200 SMT lines. In the mini led part, mass production is expected to start in January next year. Taibiao also invested large capital expenditure and R & D personnel.Hongli Zhihui
Recently, Hongli Zhihui announced a number of mini led investment projects. According to rough calculation, the total investment in 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 said, in the face of mini / micro led, the future display technology, China, as the most active region in the global display industry, is essential for new investment, various integration and mass production climbing of new production lines to maintain its global leading position. 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 upcoming Mini / micro led new display era, although China's LED display industry has leading advantages, we must also recognize our own shortcomings. Firstly, the current distribution of China's LED display industry is mainly concentrated in the southeast coastal areas. From the perspective of regional distribution, it is not conducive to the overall balanced development of the industry. Secondly, from the perspective of the overall brand pattern of the global industry, although China is in a 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, there are still some weaknesses in China's LED display industry, such as relatively single technical structure and insufficient competitiveness of the whole industrial chain. In the future, we must learn from each other's strengths to make up for our weaknesses and give full play to the Industrial Synergy to continue to maintain our leading edge.
Original title: [abison headlines] Mini / micro capacity demand broke out, and China's LED industry continued to leadThe source of the article: WeChat official account: LED display channel] welcome to add attention! Please indicate the source of the article.