After more than ten years of development, the market pattern of the LED display industry has basically taken shape. After the waves washed away the sand, several large enterprises with annual sales of more than 1 billion yuan have emerged. The rapid intervention of capital has stabilized the pattern of the medium and high-end market. These enterprises are basically playing the game in the medium and high-end field. However, the middle and low-end wholesale market is full of variables and irregularities, in which there are huge business opportunities and potential. Some enterprises have smelled the new information released by the wholesale market and have laid out their channel development strategies.
1 The scale of small spacing market is increasing year by year, and the spacing miniature market is rising. According to the data of authoritative institutions, the global LED display market scale in 2017 was US $5.092 billion, of which the indoor small spacing ( p2.5) will continue to grow after the rapid development in previous years. The market scale in 2017 was US $1.141 billion, and it is estimated that the CAGR will reach 12% from 2017 to 2021. At present, small spacing LED products are still mostly used in high-end fields such as military applications, government monitoring and command centers and large video conference systems. Under such a situation, it seems easy to find that with the gradual maturity and promotion of the market and the comprehensive improvement of production technology. In 2018, in the future, small spacing products will be more applied to a wider range of indoor display, and show us more and more amazing display effects.
Moreover, with the continuous rise of the spacing miniaturization market, LED display enterprises have gradually turned the market direction to three major technologies. Including cob small spacing LED products, QD phosphor, RGB small spacing display technology and microled display. In the context of rapid growth, the supporting brand pattern of cob small spacing LED display will also change in 2018 - not long ago, Lehman (300162) has given the news that it will provide cob small spacing third-generation products in the first half of 2018. It is also reported that the industry leader liad (300296) also intends to develop small spacing LED products of mini-LED technology. Moreover, Yiguang, the core upstream supplier of lyad, has clearly pointed out that it will launch a LCD backlight system based on this technology in 2018 and will fully enter the mini-LED industry market.
However, it must be mentioned that after its launch in 2017, microled display products once became one of the hot topics in the industry. They are favored by technology priority enterprises because of their significant advantages such as wider viewing angle, higher contrast, better image quality, lower cost and seamless splicing. At the same time, it can also be seen that traditional display screen manufacturers and LCD manufacturers expect to enter the micro LED display market in the form of alliance and cooperation. It is not difficult to see that the future small spacing market is unlimited and unpredictable. Always believe that "the heart is as big as the stage", and the global LED small spacing display market will continue to maintain high-speed growth.
2 Although small spacing has been baptized by the "price war", it still does not forget the breakthrough in new fields. In 2017, the small spacing LED market has not been spared the impact of the "price war". However, in the past four years, the small spacing LED display system has shown an explosive growth trend, and the application field of small spacing LED display has been continuously expanded. From the initial advertising market to the current radio and television, performance, conference, command and dispatching, and even high-end villa color TV, there are few fields in the display industry without small spacing led participation. Especially in the second half of 2017, Samsung achieved a breakthrough in the "digital film screening" market with small spacing LED screens. This market has been a "private plot of projection display" since the birth of film technology. Although Samsung's breakthrough is almost "experimental", it has attracted extensive attention from a large number of people in the industry.
It can be seen that it is a major breakthrough to usher in the digital film market in the field of small spacing. At the same time, it also means the extension of small spacing market in more segments. However, a series of cutting-edge technologies of small spacing LED display have not really realized the mass production mode. This key factor will also be the biggest obstacle to how long the small spacing LED display field can persist in the digital film market in 2018. According to the product technology and hardware equipment produced at the present stage, it may take two or three years... Or even longer to make substantive progress. However, the third generation of small spacing LED products will also be put into the market with market changes. Before that, the pixel granulation and visual comfort of traditional surface paste products were obviously not conducive to the large-scale development of small spacing led in the digital film projection market. Therefore, there is still a long way to go for the future small spacing market to achieve real development in the field of digital film.
3 The pattern of indoor display market dominated by small spacing LED is also changing quietly. In 2017, the small spacing LED screen market continued to maintain a high growth rate, but the market pattern seems to be changing quietly. Small spacing LED screen breaks the market boundary that led display can not be used indoors, and opens a new market era of competition with other display technologies. In this regard, industry insiders pointed out that the more small spacing LED screens expand the field of indoor application, the more they encounter "more competition with competitive products and technologies". The latter naturally promotes more brands, channels and capital forces to enter the small spacing LED industry. These new franchisees have also developed more market M & A events, product OEM market and detailed competitive market structure.
The emergence of the above phenomena depends not only on the strong basic strength of small spacing LED display in the industry, but also on the development trend of its display application, such as increasing complexity, diversification and informatization. To truly stand in this field, we need not only the comprehensive improvement of display terminal technology, but also the support of standardized solutions. Therefore, we firmly believe that 2018 will be a year of small gap maturity and comprehensive breakthrough development. What kind of surprises will appear in the industry reform? Let's follow the development of technology and wait and see!