Small spacing led screen market share are growing rapidly

Small spacing led screen market share are growing rapidly 

In the first half of 2014, the overall performance of small spacing LED screen upstream chip companies was excellent. Since the second half of 2013, the market demand for LED chips has maintained a growth momentum. Since the fourth quarter, the chip price has declined a little in three quarters, and the profitability of relevant enterprises has risen significantly. Since 2012, the growth rate of the display screen market has slowed down, the LED lighting market has gradually improved, and lighting applications have replaced display screen applications to become a driving force of chip market demand.

From the perspective of industry semi-annual report, it can be predicted that there are three types of companies whose future performance is expected to continue to rise, increasing revenue and profits in the fierce market competition. First of all, LED lighting's pulling effect on the industry will become more and more obvious, and the profits of enterprises that fully benefit from LED lighting's prosperity are expected to increase; secondly, the trend of small distance LED TV replacing traditional large screen wall has been established; in addition, under the trend of intensified competition and increased industry concentration, the leading enterprises in the industry chain will fully benefit from the competition pattern of Evergrande.

Compared with previous years, the demand of LED display market in 2014 will continue to grow, but the price war is a "fate" that is hard to escape. Enterprises will face a more brutal knockout competition, and finally, the industry will be dominated by "leftovers". With the survival of the fittest in the market competition, the PK of small pixel LED display enterprises will not stay on the price all the time, but the competition combined with the comprehensive strength of software and hardware.

In the display market in the first half of 2014, small space HD large screen is undoubtedly the mainstream of the market. Several major model backbone enterprises in the industry are seizing this blue ocean market in real-time. For a long time, one of the important reasons that led display can't compete with commercial large-screen products represented by LCD is the gap in display effect. With the introduction of high density and small spacing LED products, this shortboard has been made up to a large extent. Because of this, the LED display began to have a high-profile atmosphere.

Although the manufacturers involved in small spacing narrow pixel LED display are growing rapidly, and product upgrading is also accelerating, but from the application level, the market scale is still very limited. It can be predicted that after the production scale reaches a certain degree, the expansion of the application market will become the focus of industry development. So, where is the potential application market of this industry which is favored by many enterprises?

At the beginning of its birth, small spacing fine pixel LED display was regarded as a magic weapon by traditional led enterprises to break the limitations of outdoor application of LED display, expecting to get a share in the indoor and commercial display market which has never been involved but has a broad market prospect. It is undeniable that compared with the traditional indoor large screen splicing, the small spacing LED display does have certain advantages (for example, compared with the LCD splicing screen, it has an unparalleled seamless advantage; compared with the DLP splicing screen, its application form is more flexible, and it can carry touch, naked-eye 3D, 4K and other trend technologies according to the application requirements). However, as a new technology Technology, small spacing LED display also has a certain shortboard (for example, it can't compete with the cost advantage of LCD splicing, still can't compete with DLP splicing screen in terms of picture fineness, and there are also high-cost problems). This kind of advantage and disadvantages coexist in the situation, doomed to small space LED indoor commercial display application road is both opportunities and challenges.

In the indoor large screen commercial display market, the application of LCD splicing and DLP splicing has been very mature, covering the middle and high end comprehensively. Therefore, for the "fledgling" small spacing LED display, there is only a blank market, but almost no blank application. In order to obtain market share, we can only "eat with tiger's mouth", and directly fight with LCD splicing and DLP splicing It's hard to see.

"Don't put the eggs in the same basket", which is obviously the voice of traditional LED display enterprises when they expand the market of small spacing LED applications. Therefore, although it is an indoor application, they have not ignored the wide audience of the civil market while making efforts to commercial applications. However, in practical operation, they have different opinions - there are active actors and reserved views Hope.

Supporters, such as Riad, have made it clear that the company plans to gradually push small distance LED TV to the high-end civil market in the fourth quarter of this year, while Zhouming Technology (300232, stock bar), which is also a traditional LED display enterprise, has reservations about this. At this stage, the cost of small distance LED TV is too high, and there are shortboards that are not suitable for long-term viewing, etc., so it is still necessary to enter the civil market Not entirely certain.

It is not difficult to find from the different attitudes of manufacturers that the small spacing LED TV entering the civil market is still in the stage of water test - with or without market scale, its future development is still a big question mark.

It is easy to see from the above analysis that no matter in the field of commercial display or in the civil market, the knotty point of popularization of small spacing LED screen display screen has returned to the high cost. This is also an unavoidable problem in the application of small spacing led. For example, Weichuang, which has taken small spacing as a new business of the company and has quit many small spacings LED products, has made it clear that before the current LED process technology has not been greatly innovated, even small spacing, such as P1.2, is too high for commercial cost, and the user still cannot afford it, and the actual development price value remains to be discussed. This is obviously contrary to the application concept of the terminal market in pursuit of the ultimate display effect.