The world's largest display industry is leaping towards the mid to high end in terms of scale
The reporter recently learned from the 2021 World Display Industry Conference held in Hefei, Anhui Province that China's new display industry had a direct revenue of 446 billion yuan in 2020, accounting for 40.3% of the global total and ranking first in the world in terms of industry scale. Currently, the display industry is empowering application fields such as sports, healthcare, and automotive, with hardware+software+content+interaction becoming the expansion direction. During the 14th Five Year Plan period, it is evident that industrial planning policies will be accelerated to promote the industry's leap towards the mid to high end of the value chain.
Ranked first in the world in terms of industrial scale
The helicopter slowly lands and takes off, the flowing water in the jungle is lush with greenery... "The XR immersive virtual scene created by Zhouming Technology's three LED screens about 5 meters wide brings people a real and cool visual experience. The funnel screen hanging about 6 meters high can be used for sports event broadcasting, scoring display, medal display, etc.
Simply tap on the top of the medical self-service machine interface to complete registration, appointment, and payment without contact. Dongchao Technology's contactless medical self-service machine is equipped with interactive aerial imaging technology, allowing people to complete a series of operations without touching physical objects, effectively isolating bacterial and viral cross infections caused by physical contact operations.
During the 2021 World Display Industry Conference, new achievements from multiple companies were showcased. Overall, the display industry is empowering application fields such as sports, healthcare, and automotive, with hardware+software+content+interaction becoming the expansion direction.
New displays are everywhere, and the display industry has broad prospects, showing a sustained and positive development trend. "Wang Zhijun, Deputy Minister of Industry and Information Technology, stated at the meeting that in the context of a new round of rapid progress in information technology and accelerated industrial transformation, the characteristics of the new display industry as a strategic, fundamental, and leading industry for national economic and social development are more prominent. In 2020, the direct revenue of China's new display industry reached 446 billion yuan, accounting for 40.3% of the global total, and the industry scale ranked first in the world.
Among them, in accelerating the high-end development of the manufacturing industry, multiple global highest generation LCD panel production lines are in full production and sales, fully flexible AMOLED panel production lines are being shipped in bulk, and multiple innovative products such as 8K ultra high definition, narrow bezel, full screen, foldable screen, transparent screen, etc. are being launched globally.
In the stable optimization of the industrial chain and supply chain, the level of localization support has significantly improved, and the localization support rate of key materials has reached 54%, indicating that equipment is continuously expanding from non core areas to core areas, and some core equipment has achieved zero breakthroughs.
In key areas of innovation and breakthroughs, new display products are accelerating their integration and innovation with new industries such as 5G communication, ultra high definition video, artificial intelligence, virtual reality, and the Internet of Things. They have achieved fruitful results in fields such as automotive electronics, telemedicine, and industrial control, forming new growth drivers for the industry.
"China's electronic industry has been in a state of 'lack of core and screen' for a long time. The joint efforts of the state and market parties have completely changed the situation of 'lack of screen' in China," said Ouyang Zhongcan, an academician of the CAS Member.
Intensive release of policy dividends
The COVID-19 has had a huge impact on the global economy, but it has also led to an overall increase in demand for teleconferencing, distance education, and home entertainment, which has brought more demand and challenges to the display industry. The industry as a whole is showing an upward trend.
工业和信息化部电子信息司司长乔跃山表示，2020年全球显示面板出货面积进一步增长，Mini LED背光、屏下摄像、折叠屏等创新产品加速走向市场，车载显示、医疗显示、商用显示等显示应用领域持续扩展。
数据显示，仅“十三五”期间，我国面板产线建设投资8000亿元。截至2020年底，总产能较2015年底增长140.9%。从长期来看，显示产业将呈现平稳增长态势。中国电子信息产业发展研究院集成电路研究所光电子研究室主任耿怡在接受《经济参考报》记者采访时表示，未来3至5年，全球显示产业市场规模有望达到2万亿元。
不过，我国新型显示产业链仍面临诸多挑战。耿怡表示，整体来看新型显示产业高端产品供给不足，关键环节对外依存度较高，同时国内配套企业规模较小，研发投入相对匮乏。
针对显示产业发展的“痛点”问题，更多支持举措将加码升级，以促进产业高质量发展。王志军表示，在政策引导上，将制定实施“十四五”显示产业规划政策，注重资源要素集聚和整合，推动产业向价值链中高端跃进；科学利用政策调控手段，统筹资源推动上下游联动，补齐产业短板。在加强基础突破上，将瞄准全柔性显示、微显示、超高清等重点领域，加快基础研究和产业化进程，鼓励企业加大技术创新投入。
此外，在推动协同发展、实现合作攻关上，将引导建立从前瞻研究到产业落地的多层次创新体系，支持协同创新，突破产业链供应链难点。在开放合作上，将加强全球产业链协作创新，构建更为开放包容的发展环境和合作共赢的产业格局。
从地方的布局来看，显示产业带动作用成效明显，“十四五”期间仍是各地发展重点。合肥提出力争到2025年，以新型显示为核心的新一代信息技术产业规模达到5000亿元，成为合肥经济高质量发展的强劲增长极。河北提出积极引进京东方、华星光电等知名高世代显示面板生产商，推进大尺寸AMOLED面板、中小尺寸AMOLED柔性折叠屏、全面屏等研发及产业化。
促产业链供应链稳定
值得关注的是，受国际市场不确定性增加和疫情影响，新型显示、半导体等产业的产业链、供应链、价值链受到冲击和挑战。
“新型显示产品属于高新技术产品，产业上下游十分紧密，在研发中往往需要共同攻关，应积极推动产业链协同发展。”耿怡表示。
大会期间，中国汽车工业协会、中国光学光电子行业协会液晶分会等六大机构联合发布《合肥宣言》，六大机构将携手所属行业企业和单位，全面推动新型显示、半导体、电子元件、电池等行业与汽车行业合作，进一步提升核心技术创新能力，加强产业链、供应链、价值链保障能力，打造合作共赢的产业新生态，促进产业高质量可持续发展。
对于保障产业链供应链稳定，构筑产业安全性、均衡性，乔跃山表示，将加快产业链建设，强化上下游联动，加大显示产业关键材料和核心设备攻关力度，提高关键材料、设备的技术水平和供给能力，以“材料+设备+器件+终端+应用”为构架建设形成具有国际领先水平的产业生态。
欧阳钟灿表示，中国显示产业需强化企业在技术创新中的主体地位，加强工艺提高和产业配套化等方面的发展，推动产业链上中下游、大中小企业融合创新，力促产业链供应链安全稳定。
Information source: Economic Reference Report
