LED small spacing market share of Chinese manufacturers accounted for 8 of the future "big cake" how to divide up?

LED small spacing (less than P2.5) shows that the product has been growing since its birth for about five or six years, and has experienced a double annual growth in previous years and a big market structure of Chinese manufacturers.

According to LEDinside research, the market size of indoor small spacing (or less than P2.5) in 2018 is about 1 billion 997 million US dollars, up to 39% annual growth. With the increasing maturity of small spacing display technology, market acceptance has been further improved. According to the 2017 fiscal year's manufacturers' revenue, the top six manufacturers of revenue are all Chinese manufacturers. The market share of the top eight manufacturers in the world is CR8 of 72%, and the industry concentration is relatively high, showing a high concentration oligopoly market.

But in the past two years, with the development of Mini/Micro LED and other ultra small spacing display technology, the market structure is slowly changing.

In the field of ultra small spacing (less than P1.0) display, domestic leading manufacturers Lyad, Chow Ming technology and Alto electronics have launched products with P0.7~P0.9 spacing. International manufacturers such as Samsung, LG, Sony and other ultra small spacing display more active layout, and even a lot of traditional panel manufacturers are also actively joining the "competition for the right to speak in the future" business war, through capital, technology and other means to develop and launch related products, expand channels to seize the market.

It can be predicted that with the continuous fermentation of the trend of ultra small spacing in the future LED, the international manufacturers will break the market pattern that Chinese manufacturers occupy more than 80% of the market share at present, especially in the ultra small spacing market, the international manufacturers will be divided into the bigger market cake of the LED.

With the gradual narrowing of Pitch, many technologies coexist in ultra small space. In addition to traditional SMD packaging, formal and flip chip COB and 4-in-1 Mini LED have received important attention and become a better solution for HD display.

There is no doubt that for LED display manufacturers, it is far from being a market structure that can enjoy a stable market share and wait for orders to arrive. It is also an era that needs to actively embrace technological change and changes in market demand. It is also a LED with more intense competition, wider scope and faster technological development. Show the next era.

More in-depth about the future display technology, industry structure and market changes, welcome to participate in the new exhibition industry symposium sponsored by LEDinside, and discuss with senior industry experts, analysts and industry colleagues. (text: LEDinside analyst Vita)

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