Our reporter Ding Rong
Innovative applications in the vehicle display market emerge one after another. On May 17, a reporter from the Securities Daily visited a number of new energy car stores and saw that the triple screen and head-up display of the center console had been loaded on some high-end models. "judging from the market reaction, the application of these new display technologies has been greatly improved.Pennpursuit3handleIt is favored by customers because of its sense of science and technology. " A salesperson of a car company told the reporter.
"the importance of on-board display in the whole intelligent cockpit is becoming more and more prominent, which is an important trend in the development of automobile electrification and intelligence." Liang Zhenpeng, chief adviser to Zhifan Coastal Agency and senior industrial economic observer, told Securities Daily.
With the on-board display moving towards large-screen, multi-screen and high-end, the supply chain framework of on-board display is also quietly changing.
It is understood that in the past vehicle display supply chain framework, the vehicle manufacturers located in the lower reaches of the supply chain put forward the demand to the first-level suppliers, and then the first-level suppliers transmitted these requirements to the module manufacturers and panel manufacturers layer by layer. Panel manufacturers are responsible for manufacturing, but rarely connect directly with vehicle manufacturers.
However, with the substantial increase in the purchase of on-board display screens and the release of innovative demand for on-board display, there are often problems such as inefficient communication and specifications that can not meet the requirements of the car factory under the traditional supply chain framework. In this context, in order to improve efficiency, vehicle manufacturers and panel manufacturers have gradually established a more direct cooperation. The panel enterprises in the upper reaches of the industrial chain gradually extend downstream and "transform" into direct suppliers of automobile enterprises.
"in the past, the efficiency of panel enterprises through the middle communication of first-tier suppliers is getting lower and lower. Therefore, many car companies, vehicle manufacturers and panel manufacturers began to communicate and cooperate directly to meet product specifications and innovation requirements." Fan Boyi, an analyst at TrendForce Jibang Consulting, said in an interview with the Securities Daily.
The car shows that the market space is huge. According to Tianfeng Securities Research report, it is expected that the size of China's vehicle display market will reach about 110 billion yuan by 2025. At present, the listed companies on the panel track are seizing the development opportunities to promote the in-depth development of the vehicle display business.
BOE Jingdian, as the vehicle display module and system operation platform of BOE A, provides customers with in-vehicle display assembly and intelligent vehicle display system. The Guojin Securities Research report saidPennpursuit3handleAs the leader of vehicle display devices, the company is expected to gradually transform into a system integrator in the future. The panel industry is the link that shows the highest technical and capital barriers in the industrial chain, and it is optimistic that panel manufacturers will gradually extend downstream. "
The strategic layout of core Ruida's on-board display terminal has also been landed. It is reported that Xin Ruida participated in the investment in the establishment of Anhui Ruilong Automotive Electronics Co., Ltd., committed to the automobile intelligent solution service under the high computing chip, the main product is the domain controller, its project or product fixed point in the host manufacturer, it will help to improve the supply chain level of the company's on-board display terminal.
Zhao Jun, senior vice president of TCL Technology, told reporters: "vehicle business is the strategic growth point of TCL Huaxing. In the past few years, the company's vehicle business has experienced rapid development, and it is expected to maintain a very high growth rate in the next few years."
Shen Tianma An also said in a survey that the company is optimistic about the on-board display market and regards on-board display as one of the company's strategic core businesses. In 2024, the company will promote the accelerated development of low-temperature polysilicon vehicle business, while focusing on promoting the automotive electronics business for global head vehicle factories, so as to achieve a rapid increase in business scale and drive the rapid development of vehicle display business.