On October 22, the mainland showed that the equipment market was the largest in the world, but the structural problems of the upstream industrial chain were more prominent. Zhang Baizhe, a professor of Tsinghua University, said at the 2020 global display ecology conference held in Shenzhen on the 22nd that the mainland display equipment industry should focus on improving the production efficiency or quality efficiency of existing equipment, carry out equipment R & D and layout of forward-looking technologies in advance, speed up the "short board" and form the competitiveness of the whole industrial chain.

Display products and technologies are displayed, photographed by Cai Minjie

6.7-inch AMOLED cloud scroll screen and 17 inch printed OLED scroll screen... With the development of 5g and aiot (artificial intelligence internet of things), the display field has changed in terms of product form and application scenarios. On the same day, several new display products and technologies were displayed at the meeting. Among them, 6.7-inch AMOLED cloud scroll screen is similar to slide phone, By sliding the casing, the flexible screen originally curled and hidden inside the casing can be "pulled out", and the size of the display screen can be changed from small to large. This product can be both portable and large screen without changing the thickness of the body.

In the past 10 years, the mainland flat panel display industry has achieved leapfrog development. According to a set of data provided by Zhang Baizhe at the meeting, previously, mainland LCD panels were also very dependent on imports. Imported LCD panels reached an all-time high of US $50.3 billion in 2012. However, by the end of 2019, the imported LCD panel had dropped to US $20.79 billion. According to customs statistics, LCD panel achieved a trade surplus of USD 630 million in 2019. In addition, there were only 12 listed companies related to display in the mainland in 2016, and 38 by April 2020.

"The mainland display equipment market is the largest market in the world, but it is highly dependent on the outside world." Zhang Baizhe said that the global position of the mainland display industry is basically stable, but the structural problems of the upstream industrial chain of the display industry are more prominent, which is mainly reflected in the mismatch between the market position of the upstream materials and equipment of the industrial chain and the midstream panel. For example, the global market share of the output value of the display panel in 2019 is 37%, The global market share of display materials is only 15%, and that of display equipment is less than 5%; The local upstream material and equipment enterprises in the industrial chain do not participate in globalization, which limits the development space; The new investment focuses on display devices (panels), and the investment in upstream materials and equipment is relatively small.

Zhang Baizhe believes that the core of building a new display industry ecological chain is the leading and core role of display panel enterprises, especially leading enterprises. These enterprises must master core technologies and form a real community of interests with upstream and downstream to drive the development of the whole industry and ecological chain.

It is reported that leading enterprises in the mainland have taken action to drive the development of weak links in the upstream of the industrial chain. According to the relevant person in charge of TCL Huaxing Photoelectric Technology Co., Ltd., the development of semiconductor display industry is inseparable from the cooperation and win-win of upstream and downstream of the industrial chain. In order to accelerate industrial development, the company and upstream and downstream partners jointly build an industrial chain ecosystem around panel micro systems, materials and devices. For example, in terms of panel micro system, TCL Huaxing aiming light sensor, touch sensor, large-size off-screen fingerprint, infrared sensor, etc. Through the integration of light sensing, infrared sensing, touch feedback and other technologies with the panel, the technical scheme of panel micro system is realized. (source: China News Network)