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What is the breakthrough of LED display manufacturers in the development opportunities of the high-definition industry?

2022-02-14

Although China's LED display industry has matured enough, the traditional display market structure is established, and the subdivisions continue to specialize, including stage rental, cultural tourism industry, smart commercial display, entertainment audio-visual, installation art, smart security, 5G smart light pole Display, new infrastructure display and many other markets are gradually optimized. But in fact, the industry's largest main business is the display business based on "LED display products + services", especially the 8K high-definition track that the industry has placed high hopes on in recent years, while promoting the industry to accelerate the optimization of Micro/Mini, COB and other technologies, It also greatly boosted the market.

However, for many LED display manufacturers, there are obviously more challenges than opportunities:

First of all, it is necessary to stabilize the large-scale profitability of the main business. To put it simply, if the ultra-high-definition display market such as Micro/Mini and COB does not explode and increase in scale, it is impossible for other industrial chain strategies such as 8K ecology to take root.

In the face of the current LED display terminal market that has entered a period of declining demand, if you want to win users and the market based on an 8K dimension, you must not only face the impact from various display technologies such as LCD and OLED, but also face the impact from functional and multiple shocks of the scene. Generally speaking, technology is no longer the only core competitiveness of current LED display companies. It is necessary to integrate other forces such as consumption definition, trend guidance, marketing, and channel promotion to truly stimulate market vitality.

Secondly, there are many practical problems in the overall industrial chain layout and product structure of many LED display companies, such as "more but not strong" and "existing but not big". Especially in some market fields that are very hot in the terminal market in recent years, such as transparent LED, floor tile LED screen, LED digital signage, etc., many screen companies have not really found opportunities and breakthroughs to achieve market growth, so they cannot help these segments. The market further realizes market increment.

Although, the current business strategy of many screen companies is "walking on multiple legs" - in addition to stabilizing the main business, actively expand more businesses related to the LED display industry. But in fact, many screen companies are unable to form business synergies in the first-tier market, especially some small and medium-sized screen companies with poor adaptability, and even business interactions may occur. From this direction, instead of "more but not strong" and "existing but not great", it is better to "fine and strong, less and great".

In addition, if screen companies want to build an "8K+5G ultra-high-definition ecosystem", the premise must be a large enough market scale, user base and product reputation, as well as a certain scale of market application foundation. At present, companies that pay attention to and seize the business opportunities of ultra-high-definition large-screen display are not only many domestic LED display giants, but also international industry giants such as Samsung and Sony, as well as many competitors in LCD, OLED and other industries. If LED screen companies only focus on their own technology and industrial layout, while ignoring the needs of the market, industry and users, they will obviously lose at the starting line.

At present, LED screen companies not only need strong technology as support to seize the market opportunity of ultra-high-definition display. It also needs to embrace the market and embrace users.