Wang Fei, deputy general manager of the TrendForce Research Department, said in an interview with a reporter from Securities Daily: "From the perspective of the evolution of the global LED industry, in recent years, Chinese companies have improved production efficiency, reduced costs, and developed more advanced products. Their share in the global LED market has continued to increase, and global LED production capacity has continued to concentrate in my country. In the future, the focus of competition in the display industry will focus on new technology fields such as near-eye displays. Many domestic manufacturers have actively deployed in these fields and will compete with global giants."
Looking back on the past 20 years, China's semiconductor display industry has experienced a process from scratch to excellence. A number of semiconductor display companies have emerged, including BOE A, TCL Technology, Sanan Optoelectronics, and Huacan Optoelectronics.
"LED is a branch of the semiconductor display industry. In recent years, global LED production capacity has continued to focus on Chinese manufacturers. "Liang Zhenpeng, chief consultant of Zhifan Coastal Institution and senior industrial economic observer, said in an interview with a reporter from Securities Daily.
LED production mainly includes two aspects: chips and packaging. Wang Fei said: "At present, in the global LED market, in terms of LED chips, my country's LED companies have a market share of about 77%. The leading companies are Sanan Optoelectronics, Huacan Optoelectronics, Zhaochi Co., Ltd., Qianzhao Optoelectronics, etc.; in terms of LED packaging, my country's LED companies have a market share of about 51%. The major companies include Mulinsen, Nationstar Optoelectronics, Hongli Zhihui, Zhaochi Co., Ltd., etc. ”
Since the beginning of this year, the global LED market has ushered in a recovery. Judging from the performance of listed companies in the LED industry that were the first to disclose their third quarter reports, many companies have reported good news. Among them, Jucan Optoelectronics achieved a net profit of 160 million yuan attributable to shareholders of listed companies in the first three quarters of this year, a year-on-year increase of 107.02%; Qianzhao Optoelectronics achieved a net profit of 48.816 million yuan attributable to shareholders of listed companies in the first three quarters of this year, a year-on-year increase of 155.95%. _2kCxD "> Liang ZhenpengSaid: "As Samsung Electronics withdraws from the LED market, market share will be redistributed, Chinese companies will usher in more market opportunities, and market pricing power is expected to be further enhanced. Superimposed on the recovery of LED market demand, Chinese companies are expected to benefit from it."
Samsung Electronics stated that it exited the LED business in order to focus on more promising core areas such as power semiconductors and Micro LED.
It is understood that technological innovation in the field of semiconductor display continues. In addition to LED, there are also subdivided fields such as LCD (liquid crystal display), OLED, AMOLED, Mini LED, Micro LED, and Chinese companies are deeply involved in it.
For example, BOE A's LCD mainstream application shipments have firmly ranked first in the world. In the field of flexible OLED, in the first half of this year, the company's product shipments further increased, with a year-on-year increase of more than 25%. In the first half of this year, TCL Technology ranked among the top two in the world in TV panel shipments, ranked second in the world in MNT panel shipments, and ranked among the top three in the world in flexible OLED mobile phone shipments.
Dean of Deepin Technology Research InstituteZhang Xiaorong said in an interview with a reporter from Securities Daily: "Whether it is LCD, OLED or Mini LED technology, they are relatively mature, and the overall competitive landscape has stabilized. my country's leading companies have strong global competitiveness in these fields."
Disruptive innovation in the semiconductor display field is currently brewing. Wang Fei said: "In the future, the product and technology focus may be OLEDoS and LEDoS near-eye display. The current commercialization path of OLEDoS is relatively clear, and Chinese companies are also actively deploying in this field."
ANNA