01

The annual production capacity of display panels in China has reached 200 million square meters

In 2022, China's new display industry will make steady progress and continue to lead the development of the global new display industry. According to the data of the LCD Branch of the China Optics and Optoelectronics Industry Association, as of the end of 2022, China has built an annual production capacity of 200 million square meters of display panels, and it is expected to achieve an annual output value of about 500 billion yuan, accounting for more than 38% of the global market.

02

Foreign-funded enterprises continue to be optimistic about China's display market

In 2022, many well-known foreign-funded enterprises will continue to increase their investment in China's display market. Merck Electronics Co., Ltd., Corning Display Group, NEC Glass. The successive establishment of investment promotion departments and production lines in China shows that foreign-funded enterprises are still optimistic about the development prospects of China's display market.

03

Display technology has become a bright business card of the Beijing Winter Olympics

In February 2022, the Beijing Winter Olympics and Winter Paralympics were grandly held, and at the closing ceremony, the world's largest LED three-dimensional stage, the "Big Snowflake" cauldron LED double-sided screen, 1,200 square meters of "Ice Waterfall", the crystal clear ice cube, and the "Ice Crystal Five Rings" 360-degree LED special-shaped screen were used as the performance display system and performance stage, etc., to stage "Chinese-style romance" together.

04

The introduction of virtual reality policies by the state is good for the display industry

In November 2022, the Ministry of Industry and Information Technology and other five national departments issued the "Action Plan for the Integrated Development of Virtual Reality and Industry Applications (2022-2026)", proposing the specific goal of "selling more than 25 million virtual reality terminals by 2026", and taking near-eye display technology as a key technology integration innovation project, focusing on promoting the upgrading of micro-display technologies such as Fast-LCD, silicon-based OLED, and Micro LED.

05

There is a clear shift in industry investment to the upstream

In 2022, the investment in China's display industry will continue to maintain a certain vitality, and new changes will begin to appear in the investment structure. According to the statistics of the LCD Branch of the China Optics and Optoelectronics Industry Association, in the first three quarters of 2022, the new investment in China's display industry exceeded 150 billion yuan, which was basically the same as the same period last year; The investment in materials is close to 75 billion yuan, exceeding that of devices for the first time, and the investment direction has also shifted significantly from LCD to OLED, Micro LED and some upstream materials.

06

AMOLED's mass production capacity continues to increase

In 2022, China's AMOLED mass production capacity will continue to increase, achieving rapid growth in the global market share. In 2022, manufacturers will step up the layout of AMOLED production capacity. SZ-Tianma Display Technology Co., Ltd.'s sixth-generation flexible AMOLED production line products were officially lit, Wuhan TCL Opto-electronics' sixth-generation flexible LTPS-AMOLED display panel production line project module new plant began to be put into operation, and Visionox and Hefei invested in the construction of sixth-generation AMOLED module production line.

07

The first G8.5+ large-tonnage LCD substrate glass production line in China was mass-produced

On May 13, 2022, China's first G8.5+ large-tonnage LCD substrate glass production line achieved mass production at the Hefei base of Rainbow Co., Ltd. On March 30, the production line was ignited and put into operation at the Hefei base of Rainbow Co., Ltd., and on May 1, the good product was rolled off the production line, and the comprehensive efficiency reached the feasibility study standard on May 13, achieving rapid production.

08

The 2022 World Display Industry Conference was held

From November 30 to December 1, 2022, the 2022 World Display Industry Conference, co-sponsored by the Sichuan Provincial People's Government and the Ministry of Industry and Information Technology, was held in Chengdu, Sichuan Province. With the theme of "Display Everywhere, Create and Share Digital Economy", the conference has become an important platform for in-depth exchanges in the global new display market, technology, products, applications and other fields. The conference held 1 opening ceremony, 1 main forum, 11 parallel forums, and 1 new display innovation achievement exhibition; 75 cooperation projects were signed, with a total investment of more than 150 billion yuan; More than 60 global display industry leaders showcased nearly 200 of the latest products, technologies and applications.

09

It shows that the company is making efforts in the automotive field

In 2022, display companies and car companies will join forces to increase the size of on-board displays. Visionox signed a strategic cooperation agreement with FAW to build China's leading and world-class intelligent cockpit and advanced display innovation platform, and launched a series of products such as multi-size, multi-form and integrated touch in the field of on-board display. BOE and its subsidiary, BOE Varitronix, have reached strategic cooperation with Jiangqi Group and Xpeng Motors. Tianma and Huaan Xinchuang, an automotive cockpit service provider, jointly invested in the establishment of a joint venture. Guangfeng Technology became the supplier of on-board optical components for BYD Automobile. Hisense Group and NIO have cooperated in the field of new displays in the new energy vehicle industry.

10

Manufacturers are competing to lay out the upstream to build the MLED ecosystem

In 2022, display manufacturers will compete to deploy upstream MLLED (Mini/Micro LED) chips. Hisense Video and BOE hold Qianzhao Optoelectronics and HC Semitek with 1.4 billion yuan and 2.1 billion yuan respectively. TCL Huaxing and San'an Optoelectronics established a joint venture, and its Micro LED R&D project started in early 2022.

Reprinted from: China Electronics News 2023-01-16 Published on the official account of China Electronics News in Beijing