It took 20 years and tens of billions of yuan for the mainland screen factory to exchange for outdated LCD technology
Some time ago, Trendforce, a well-known analysis company, released a report saying that by 2023, global TV panel shipments are expected to reach 26.4 billion pieces, an annual decrease of 28%。
As far as display manufacturers are concerned, BOE, Huaxing Optoelectronics and Huike 2023 in Chinese mainland are still the top three manufacturers of LCD TV panels. The total share of Chinese mainland manufacturers will account for 704%。
The share of Taiwanese manufacturers is about 20%, the South Korean manufacturer Samsung no longer produces LCD displays, and only LGD has a share of about 46%, and the share of Sharp in Japan is about 6%.
I think everyone understands the significance of this data, that is, in the field of LCD screens, Chinese screen manufacturers have finally defeated all their opponents after 20 years of hard work, and manufacturers in Japan, South Korea and Taiwan are following in their footsteps.
20 years ago, the national LCD panel industry was poor in technology, the production capacity was pitiful, and there was no qualification to participate in the competition, and more than 95% relied on imports"Lack of cores and fewer screens"said.
Later, it took BOE and other manufacturers two decades and hundreds of billions of dollars to achieve the current monopoly of global liquid crystal displays.
However, a new consensus is emerging in the panel industry: after three decades of industry chaos, LCD technology is being replaced by OLED and other technologies.
That's why some people say that not looking at the current LCD screen manufacturers in Chinese mainland is a great victory, but in fact it is also a disastrous victory, because among the new hegemons of OLED panels, LG monopolizes large-size panels, Samsung monopolizes small-size high-end panels, and Koreans are once again at the forefront.
For manufacturers in Chinese mainland, it's more like spending more than 20 years and investing hundreds of billions of dollars in bonuses, only to end up with technology that is about to become obsolete.
Seriously, at first glance, it seems that the LCD screen industry is being phased out by new technologies such as OLED, MiniLED, MicroLED, and laser technology. Just like Samsung is currently withdrawing from the LCD field and focusing on OLED, LGD is also slowly abandoning the LCD product line and focusing entirely on OLED screens.
However, if there is no LCD screen base, can you directly go to the OLED screen?It can't be, the three-thousand-meter-high building is built from scratch, and it must be taken step by step.
Secondly, if there is no domestic liquid crystal display technology, it will have to be imported from abroad for a long time, and the cost will be huge, far from being solved by hundreds of billions of investment.
What's more, if all screens are dependent on imports, then all the devices that need screens, all foreign screen manufacturers, such as TVs, mobile phones, monitors, etc., will be forced to profit.
China has the world's largest LCD screen production capacity, and the accompanying mobile phones, TVs, monitors, laptops, etc., are all grown up with LCD screens.
Therefore, China's LCD screen industry has not existed for 20 years, hundreds of billions of dollars of investment, in exchange for a rapidly outdated LCD screen technology, in exchange for the rise of the national LCD screen, in exchange for the rise of many other industries, this is a huge success.
In addition to countless technological iterations in the industry, the road of evolution is actually like this, and display manufacturers can only continue to work this road to not be left behind, which is also the cruelty of competition in the display industry.