In the first half of 2019, global vehicle panel shipment dropped by 3% compared with the same period last year
A few days ago, a professional market research company, qunzhi consulting, released data that under the economic environment, global vehicle panel shipments fell, down about 3.4% year-on-year, and sales in 2019 will not have a significant increase compared with last year.Sales of LGD, JDI and other Japanese and south Korean giants all fell back, while Chinese enterprises such as boe rose rapidly.Among them, 27 ", 32 "and other large size car display screen or into the red sea of the blue sea, as the next industry outlet.At the same time, in the upstream of the industry, the upstream display material manufacturers represented by dongxu optoelectronics made breakthroughs in core technologies, which laid a solid foundation for the popularization of large-screen on-board display.
Global vehicle panel shipments are running low under the economy.
Sigmaintell statistics show that the global vehicle market sales volume in the first half of 2019 is about 45.6 million units, down about 6.2% year-on-year.Global vehicle sales are expected to fall 4.4% in 2019, with China's full-year sales down 8.6%.Qunzhi said that due to the continuous weakening of the vehicle market, the total volume of vehicle panels shipped in the first half of 2019 was about 79 million pieces (excluding reloading), down about 3.4% compared with the same period last year.However, since the auto market sales began to decline in the second half of 2018, even though the panel manufacturers began to strictly control the inventory level from the fourth quarter of 2018 to reduce risks, they could not resist the impact of the overall decline of the auto market and showed negative growth for the first time in the first half of 2019.Specifically, Taiwan manufacturer CPT's financial crisis has not improved so far.As a result of the company's massive layoffs, on-board reorders began to appear in the second half of 2018.This makes youda, qunchuang, longteng and other enterprises become the main beneficiaries.However, due to the particularity of the on-board display market, that is, the vacancy caused by the long time of re-order verification of products affected the sales volume of on-board display in the first half of this year.Experts do not expect global vehicle display sales to increase significantly in 2019 compared with last year.According to the global vehicle panel shipment ranking conducted by qunzhi consulting in the first half of 2019, LGD jumped to the first place, with a market share as high as 16%, an increase of about 36% year-on-year.JDI slipped into second place, down 20.5 per cent, the first year-over-year decline in JDI's history after it was exposed as having financial problems.Shenzhen tianma, in third place, has enjoyed steady breakthroughs in the mainland market, achieving annual growth of about 11 percent and a market share of 13 percent.In addition, after active promotion strategy of on-board display in 2017-2018, global panel leader BOE has made byd and continental become its important partners. Currently, its market share is about 8%, but the growth rate is as high as 89.7%.Some experts pointed out that the well-accumulated boe in the next few years will become a vehicle display market can not be ignored.
The large screen is blue in the red sea
While many of the panel giants are struggling to display the red sea on their vehicles, a new trend is emerging, which is called "blue ocean" in the red sea.BYTON's recent move to use 48-inch LCD screens in the driving room has attracted a lot of attention. Since then, the industry has started to pay attention to super-sized on-board display screens, especially in the planned high-end models and emerging new energy models.This is undoubtedly good news for the panel factory, after all, this oversize on-board display can alleviate a-si's overcapacity problem to some extent.Industry experts believe that the super size will become the next tuyere car display.With the continuous emergence of the concept of autonomous driving and zhilian automobile, as well as the continuous popularization of the concept of intelligent cockpit, the traditional mechanical instrument panel is rapidly changing to the touch-controlled, large-screen and intelligent human-vehicle interaction mode.The on-board display panel with traditional organic material and sodium calcium glass as protective panel is rapidly transferring to ultra-thin aluminum-silicon material.Although the global auto market has been in decline since 2018.But the main impact is the brand awareness of low - and low-end and niche brands of cars.According to the survey data, in 2019, every household in the United States has two cars, and every family in China has two cars. From this data, China's automobile and the vast development of China's national automobile still have a broad prospect.Therefore, on the one hand, the supply side, namely the panel manufacturers, will obviously actively promote the super-size as the new trend.On the other hand, high-end cars and emerging new-energy car companies on the demand side need to make innovations in model design to attract more consumers.And the innovation on the display screen is undoubtedly the most intuitive and can improve the sense of technology.However, there are challenges as well as opportunities - the large size of the screen used in the car is highly demanding on the display itself, free-form, local dimming technology development and application, low power consumption and low reflection design and other technical requirements for the panel manufacturers are challenging.But as far as we know, manufacturers are preparing for the very large car display.Therefore, under the efforts of major domestic manufacturers, the upstream industry chain of large-size vehicle-mounted display has gradually realized localization.Such as China's largest liquid crystal glass substrate and cover glass manufacturer dongxu optoelectronics independent research and development of "float" cover glass production technology, especially good at producing large size cover glass, just fit the car display large size of the development trend.
Data shows, this company at present market holds rate to rank domestic first, global front 3, broke international technology to monopolize in field of many subdivision of cover plate glass.Especially in the field of ultra-thin aluminum and silicon materials featured in car display, dongxuguang electronics company was awarded the national science and technology progress award in this field at the beginning of the year.It is also reported that dongxu optoelectronics has reached a strategic cooperation with LGD in April this year to enter the field of vehicle display.
Therefore, industry insiders believe that the upstream display material manufacturers represented by dongxu optoelectronics core technology breakthrough, for the popularization of large screen car display laid a solid foundation.It is expected that the vehicle equipped with a large display screen will soon be able to enter the market and consumer vision.
