In recent years, the LED display industry pattern is relatively stable, LED by listed enterprises and large manufacturers, still in the forefront of the industry, followed by a number of medium-sized enterprises and a number of small manufacturers, showing a ladder of industry pattern. "Strong always strong", in today's capital influence is gradually deepening, the gap between enterprises with profound capital accumulation and the rest of the enterprise is gradually widening; On the other hand, the rapid development of market segments has led to the growth of a number of new brands; As technological innovation drives the expansion of the application layer, it also attracts new brands to join the board... These uncertain factors, and will bring to the LED display industry pattern of what changes?

 

 

 First, "strong always strong", comprehensive large enterprises dominate: after the completion of the a-share listing of the six listed companies in the industry, leading enterprises in the industry will not be able to avoid their presence. In addition to its itself to have a hard enough to support the market development, market brought about by the capital, credibility of corporate image and brand advantages, not only can support the many, many in the field of investment, capital and layout, strengthen their own strength, can also with more reliable image and sufficient funds to attract government projects, large customer's favor, They are also better at attracting talent and increasing employee benefits in other subtle ways. It is also the advantages in many aspects that make these listed enterprises stand firm in the industry development for many years, and gradually open the gap with other enterprises. Nowadays, most of these listed companies consolidate their position in the industry, increase profits and become more powerful by expanding production, operating multi-type products and cross-border development. At the same time, although some enterprises are not listed, but its years of development and accumulation, in the industry is also in the forefront. This type of enterprise is dominated by market and customer resource advantages, but also has the manpower and financial resources to lay out industry-leading technologies. However, in recent years, the development of this type of enterprises has changed greatly, and it is still unknown who will occupy the middle market and the second echelon of the industry in the future.  

 

 

Second, the rise of segmented enterprises, the technical strength of professional brands can not be underestimated: in recent years, LED display types are more and more clear, different types of LED display development is not the same. Looking back on 2017, the more traditional type of stage rental screen is full of vitality, while the emerging transparent LED display is also a good harvest. On the whole, the market development in the segmented field is good, which also leads to the rapid growth of some products focusing on the segmented field. Different from traditional comprehensive enterprises, enterprises focusing on segmented fields pay more attention to technology and brand building, and are more inclined to deeply cultivate high-end market and customized engineering orders, so as to highlight the value of brands with more eye-catching cases. The segmented market is relatively small, and the product series sold by enterprises are also relatively limited. Therefore, it is necessary to deepen the cultivation of products, constantly optimize and upgrade to maintain differentiation and competitiveness, so as to ensure market share and industry status. Under the influence of this, brands with fast growth and recognized strength in the segmented field have more technology reserves than ordinary industry enterprises. In the future, these enterprises may also come to the forefront and become members of the second echelon of the industry.

Iii. With great potential for new applications, will international manufacturers "start from scratch" or join the war? Some analysts believe that Samsung and other international manufacturers to join the movie screen market, or for the industry to open a new application market, after Samsung "pave the way", other LED screen manufacturers will be easier to join. Within the industry, or because so few companies are exposed to the market, the news seems muted. To be sure, Samsung's layout of movie screens could make a name for the use of small-pitch LED screens in movie theaters, but it could become a competition between Samsung and LED manufacturers if they enter the market. And just because Samsung is "starting from scratch" in the small-pitch LED market doesn't mean it won't join other applications.

Iv. In the process of technological development and progress, the development of MiniLED technology and the continuous upgrading of small-space products may blur the boundary between the two. It is reported that the chip used in the small-spacing LED display is about 150μm, and the MiniLED is 100-150μm, the gap is not big. It is said that the Mini LED chip will be used in small spacing products, which will also bring it closer to the Mini LED watershed. Since last year, many Taiwanese manufacturers have taken the lead in the layout of Mini LED, which will be applied to display, TV and other categories. At the same time, the application range of small spacing products in close view is becoming wider and wider. As the point distance becomes smaller and smaller, it is not impossible to cross with Mini LED applications. Of course, even if international manufacturers join the LED display market, their layout is focused on the high-end field, and only the leading LED display enterprises may compete with it, but this probably means that even the leading enterprises in the industry may not be safe.

LED display industry development is like rowing upstream, not to advance is to go back. Time entered 2018, the industry is still in constant reshuffle, who can continue to maintain the position of the industry leader, who can highlight the encirencirment into the first and second echelon? In the ever-changing display market, it is really hard to say, but a little is certain, who can do products as always, will be able to get customers and market affirmation.