With the advent of the era of intelligent picture reading, display technology is constantly upgrading and evolution, and the development speed of the current LCD industry as the current main display force is particularly amazing. New LCD brands are constantly joining in the increasingly fierce market competition. In the almost fierce competition, new brands generally find it difficult to open up the situation and are in an awkward situation. The root cause of all this revolves around the same core problem, that is, the soul component of the display - the LCD panel.
月2
The online fight between Luo Yonghao and Wang Ziru has been more than a year. Looking at the entire conversation, a core issue revolves around the LCD panel. Wang Ziru probably felt that small manufacturers could not get a good panel, but how could Lao Luo, who had a professional team behind him, make mistakes on key issues? Even if the order demand is limited, even if there is no bargaining power, and even if the physical fitness cannot be selected, JDI, as the industry's top panel manufacturer, cannot deny its most expensive model in just a few words. This is also the fundamental reason why Luo is righteous and Wang Ziru's flickering words.
The final battle: "Brother Long" PK "OK Madman"
It can only be said that Wang Ziru chose the wrong attack direction while his experience and experience were unable to reach the other party. At the same time, Lao Luo also admitted that in the case of small batch orders, he was not qualified to discuss further requirements for panel physical fitness with JDI, and even if it was increased, it was impossible. But when the order volume is so large that a top customer like Apple, it is another situation to discuss it. From here, we can also see that small manufacturers can make good products as long as they are careful, but there are many difficulties and the difficulty is generally much greater than that of first-tier giants.
Back to the current first-tier panel manufacturers, Japanese and Korean systems include JDI, SHARP, LGD, Samsung Display, Taiwan systems have four major manufacturers, AUDA Optoelectronics, Qimei Electronics, Zhonghua Eye Tube, Hanyu Color Crystal, and BOE, Huaxing Optoelectronics, China Electric Panda, Tianma, etc. In this issue, we will not talk about the generation advantages and disadvantages of each panel and the technical principles of each panel. We will simply discuss the androgynous relationship between current major panel manufacturers and first-tier LCD brands. First, let’s talk about the relationship between Taiwan panels and first-tier brands.
part traditional first-line LCD panel manufacturer
BenQ is one of the three companies that differentiated from other companies that year, focusing on LCD display. BenQ has also achieved the position of a first-tier brand in the display industry. Many people are not very clear about its relationship with AUD Optoelectronics, the top Taiwanese manufacturer. It is so close that it is two companies under a company. BenQ and AUO's main factories are both located in Suzhou, and the distance is relatively close. Generally, the panels can be sent directly to BenQ's production line if they are offline. Nowadays, AUO has grown and grown, and has cooperated with many first-tier LCD brands, but BenQ is the one with the most solid foundation for cooperation.
Guanjie has a close relationship with the four major Taiwanese manufacturers
Guanjie has countless brands, with a large scale and strong strength. This must be included in the game as a hidden final boss. The most famous brand under it is of course AOC. Currently, AOC has branches in many places in China, but strangely, Guanjie, which is not short of money, is not in a hurry to invest in building its own panel factory. Instead, it directly gives pressure and risks to panel providers such as Qimei Electronics and BOE through various methods. Currently, Fuqing's general factory has the largest scale. Fuqing has a panel assembly factory jointly ventured with Zhonghua Yingguan, and the Wuhan factory has a panel assembly production line jointly built with Hanyu Caijing. Guanjie Beijing factory was directly established with BOE, called Oriental Guanjie.
Samsung is basically the leader in the entire field of pan-display. Its Samsung Display was merged and formed many years ago by S-LCD Corporation and Samsung Mobile Display. Both its technology accumulation and business scale can be compared with top manufacturers like JDI. Although Samsung displays are highly praised and have large sales.
Samsung Display is a merged and formed many years ago
, but it is difficult for Samsung, an LCD brand, to digest all its own panels. In the market economy, the biggest demand of enterprises is always commercial interests. Now no matter who is responsible for their own profits and losses, and in this era of tight panel supply, Samsung panels cannot only stick to their own displays. Active demand for cooperation with other brands is what Samsung really needs now.
Samsung is promoting the shipment of curved displays and panels at the same time
HKC has rapidly jumped to a first-tier brand in recent years with its excellent quality and high cost-effectiveness. The large product shipment volume makes it difficult for many seniors to meet. Currently, HKC is preparing to build its own panel factory to ensure the self-support capacity of 20 million panels per year. However, judging from HKC's current market share, many first-tier panel manufacturers have a fairly stable supply relationship with it. For example, the panel provider of its latest curved giant screen display C320 is Samsung.
Finally, let’s talk about Apple. Apple’s requirements are recognized by the industry. It basically puts forward requirements for suppliers according to the current limits that Earth technology can reach. Manufacturers who don’t have two brushes in their hands really dare not take Apple’s orders easily. Even though the profits are significantly higher than other brands, according to the super high standards set by Apple, many mainstream panel manufacturers were wiped out at the initial stage and were completely out of consideration.
JDI As a top panel manufacturer, it has become the new favorite of Apple's
Only a very small number of top panel manufacturers can provide Apple with LCD panels, such as Samsung, LG, and JDI. Among them, JDI, as a supplier that has almost no direct competition with Apple, has quickly become Apple's new favorite. Apple has adopted JDI's top In-cell display panel since the iPhone 5s.
top Japanese panel manufacturer JDI
JDI successfully overcomes the difficulty of mass production yield rate of 2K panels this year. At the same time, the panel quality is amazing, the NTSC color gamut coverage rate is as high as 85%, and the static contrast reaches 1500:1. At the same time, Apple is also extremely optimistic about its long-term cooperative relationship with JDI. It was previously reported that Apple has injected huge amounts of funds into JDI's new factory, and I believe what it said is true.
In this article, many brands have not mentioned it, mainly because many LCD brands not only do not have their own panel factories, but even their products rely on the OEM or ODM model. Since it is an OEM relationship, product requirements are basically the result of negotiation with OEM manufacturers. Since this is the case, there is basically no direct contact with panel manufacturers.
Many LCD brands have products that rely on OEM or ODM models
The current LCD market is developing rapidly, and new brands are constantly pouring in. They think that they can get a share of the pie by relying solely on price advantages, but in the most critical link of panels, the situation is awkward. First-tier LCD brands rely on huge orders, not only gain bargaining power, but can even make further requirements on the panel physique. If you want to compete for prices, first-tier brands actually have more space and advantages.
New brands are generally in awkward situation and are struggling to move forward
0 The universality of the Matthew effect can be truly felt in the LCD industry. Currently, many first-tier panel manufacturers basically have considerable quantity, long-term and stable supply relationships with several major LCD brands, and can even make further requirements for panel quality under the premise of large order volume. In contrast, the panels obtained by some new brands not only have a high price for purchases, but also have a real problem with poor panel physical fitness.
