The hottest small space market is growing rapidly,

2022-08-23
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The small space market is growing rapidly, and led enterprises are expanding their production and scaling up

in September, bursts of cool autumn winds have dispelled the sultry summer. The hot season is about to pass, and people are always full of expectations in the harvest season. However, for the LED display industry, the cultivation and harvest seem to be out of season, and the development of major enterprises is in full swing

a few days ago, we sorted out and issued the mid year reports of six listed companies in the LED display industry. From the situation announced by the companies, the LED display business of the company has achieved very rapid development, especially the growth of small spacing LED displays, which is very bright. The growth rate of small spacing LED display continues, and its application in the field of business display continues to increase. According to the latest data of AVC's "analysis report on China's small spacing LED industry", the gross profit of Chinese Mainland market in the first half of 2018 reached 120million yuan, and the sales of small spacing LED displays reached 2.9 billion yuan, an increase of 70.5% year-on-year; The sales area increased by 51.9% year-on-year to 40000 square meters. We can also see from the performance reports released by Zhouming technology and abison that the small spacing LED display has become the main profit growth point of each enterprise. Among them, the sales revenue of Zhouming technology and led small spacing products was 986 million yuan, with a year-on-year increase of 52%. The sales revenue of LED small spacing products accounted for 60.53% of the sales revenue of LED display panel. Both the growth rate and the proportion have exceeded 50%

there is no doubt that the small spacing LED display has become the main force for the expansion of market application of LED display and the main growth point of industry development

according to the current design specifications, when we are immersed in the prosperity of the industry, what exciting news has the enterprise released to us recently? Let's first look at the performance of LED upstream chip enterprises

recently, crystal optoelectronics said that orders from mainland customers for LED chips for smart, LCD TV panel backlighting and small spacing displays have increased significantly, and the delivery time is scheduled for October 2018. The production capacity of its blue LED chips has been fully released, and MOCVD equipment pre used for engineering purposes has been put into operation as an additional production capacity. It is expected that the overall shipment volume will increase significantly in August and further increase in September. For LED chips used in small pixel spacing displays, the revenue of wafer optoelectronics accounts for%

obviously, with the micro spacing of LED display points, the demand for LED display chips is also increasing, which promotes the profit growth of LED chip manufacturers. In the application of LED display terminals, lyad said in response to investors' questions on this interactive platform on August 28 that the company increased its production line in August this year, increasing its production capacity by 40% compared with the original, which can meet the sales demand in the next year. According to the performance report of lyade's half year business meeting the procurement objectives of this time, the amount of new orders and new bid winning projects of lyade in the first half of the year was 6.04 billion yuan. As of the date of announcement of the half year performance report, the amount of new orders and new bid winning projects was 7.6 billion yuan. At the beginning of the year, Riad set a net profit target of billion yuan for 2018. In a new investor relations activity held by Riad on September 4, Li Nannan, Secretary of the board of directors and deputy general manager of Riad, said in response to various questions that the company is very confident in the development of small spacing, which can replace LCD and projector. The current replacement level in China is about 10%, and there are only a few points abroad, so there is a lot of room for development. At present, the company has signed 2.26 billion yuan of new orders for small distance TV, an increase of 45.81% over the same period last year; Among them, in 2018, the revenue recognized was 1.129 billion yuan, an increase of 44.04% over the same period last year

a leaf knows the autumn, and small spacing has become a well deserved mainstream

the huge development potential of small spacing makes more display enterprises invest in it and increase their size one after another. We can also see this from the first Chengdu international audio visual integrated equipment and technology exhibition Infocomm held in the western Chengdu Expo City, Sichuan Province from September 5 to 7. In this exhibition, led small spacing products accounted for half of the large screen display products. Lehman shares, abison, LianJian optoelectronics, alto electronics, Altay, Trina Solar, Mairui, etc. all exhibited their led small spacing display products and solutions

in the context of such prosperity in the industry, the Sino US trade war that began in the first half of this year seems to have become a distant "past", which "wiped out" the main domestic display screen enterprises. The pending "337 investigation" is also a trivial matter. The enterprises we are particularly cared for are like a leisurely posture of "sitting on the Diaoyutai despite the wind and waves"

for LED display enterprises, in the face of such a bright future, I'm afraid there is only one sentence to say - roll up your sleeves and work hard

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