As one of the main application markets of small and medium-sized panels, LCD display panel manufacturers never stop competing in the automotive panel display market. Especially with the development of 5G, unmanned driving, and new energy vehicles, the update and iteration of display panel technology are accelerating.
From the perspective of the automotive panel display market and research and development, a-si, TFT-LCD, LTPS, AMOLED, and Mini/Micro LED are the main technologies of vehicle display panels at the present stage. Among them, a-si and TFT-LCD markets are weakening, LTPS is on the rise, AMOLED is rising strongly, Mini/Micro LED is A forward-looking technology reserve, appearing in various exhibitions at high frequency.
Panel factory car display competition
Auto display panels shipped 1.615 million units in 2018, up 9.4 percent from a year earlier, according to IHS Markit.IHS notes that the global automotive LCD display panel market is entering a period of slow growth but intense competition.
But car displays panel will grow at a compound annual rate of 7 percent from 2017 to 2025, compared with weak demand for smartphones that will be hard to reverse. Demand for display panels for car and public displays, smartwatches, and OLED TVS is expected to grow faster than other applications.
Panel makers have added more screens for cars in recent years, either to expand revenue growth or to smooth out the shortcomings of smartphone panels.
In terms of vehicle LCD display panel shipments in 2018, JDI, LGD, tianma, au optronics, and qunchuang optronics are the top five global enterprises in terms of vehicle display panel shipments, with market shares of 16.9%, 12.8%, 12.4%, 12.1%, and 11.0% respectively.
JDI and LGD are the dominant vehicle panels for LTPS. With the help of the two companies, LTPS gradually occupied A certain market share of the vehicle display panel after a-si. The advantages of LTPS are ultra-thin, lightweight, low power consumption, colorful and clearer, and the OLED panels are derived from LTPS.
According to the new display of high tech, JDI has laid out the LTPS in 2015 and made the LTPS plan for mass production for vehicle display. With its technical advantages and mass production level, JDI's vehicle display panel business revenue exceeded 100 billion yen for * times in 2017.JDI's automotive panel revenue plans to expand to 160 billion yen by 2020, said Holger Gerkens, JDI's executive officer for automotive panels.
Au optronics is a late adopter of the LTPS, but its LTPS products were introduced to the full range of automotive panels in 2018. Its products are said to achieve color saturation up to NTSC * and can be switched between high-resolution images and traditional mirror mode depending on driving requirements. As au optronics Kunshan 6 generation LTPS panel factory capacity is full, it is expected that the proportion of LTPS vehicle panels is expected to increase.
Mainland panel manufacturers, TCL group subsidiary huaxing optoelectronics have expanded production of the sixth generation of LTPS display panel technology, and the product positioning includes the application of automotive display.
On the basis of LTPS advantages, LGD has decided to focus on the automotive OLED market this year and has realized the application of the new Mercedes-Benz model.
OLED panel has higher response speed, lower energy consumption, flexible display, non-breakable, no dead Angle and other characteristics, in the industry, its performance is conducive to improve driving safety, very suitable for the vehicle display panel market. UBI Research expects OLED to account for 10% of the vehicle display market by 2020.
Mainland manufacturers boe and vechino have both expanded production of AMOLED, and their AMOLED panels have been applied in-vehicle display, breaking the gap in technology and application in the domestic market. According to related reports, boe's AMOLED panel is also equipped with Mini LED, in-cell, and other technologies.
Vercino AMOLED is still in its initial stage, but there is already A certain scale of the AMOLED production line, and in April this year, transparent a-pillar MVS were mass-produced to solve the problem of driving blind area.
Sharp, which was acquired by Foxconn, is also in organic EL(OLED) panels, which are expected to be put on the market in 2021.
According to foreign media, sharp will set up a new factory in ho chi minh city, Vietnam, which plans to produce vehicle display screens for us market in Vietnam. According to sources, the new plant was originally planned in China, but it is likely to be produced in Vietnam due to cost and sino-us trade frictions.
JDI also said that it will take advantage of JOLED printed OLED technology to strengthen the development of new product technology and gradually expand the sales of vehicle panels.
From the application side, OLED display panels are currently mainly used in high-end automobile brands and new energy vehicles, occupying a limited market share. However, some industry insiders believe that OLED is expected to become the mainstream of automotive display, with technology and mass production advantages of the panel factory revenue prospects are considerable.
In addition, with the Mini/Micro LED technology increasingly mature, two technologies have become the panel factory forward-looking technology layout focus.
The car display panel is a niche market. When many enterprises develop Mini/Micro LED, they often regard car display as one of the main application scenarios. However, the Mini/Micro LED in the vehicle display market has not yet entered the commercial stage.
In the future, the vehicle LCD display panel will blossom, especially under the assistance of 5G and self-driving cars, the vehicle display technology will advance towards high specifications.
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