The advent of 1.7mm 4K LCD splicing screen
DATE:Sep05,2022FUENTE: VETO
Recently, BOE teamed up with the three security giants Hikvision/Dahua/Uniview to launch a 1.7mm 4K product. This product is not only the first 4K product with narrow seams (below 2mm), but also opened the first year of 4K for 55” LCD splicing screens. Since the development of LCD splicing screen, it has always been the market dominated by 2K products. BOE took the lead in opening up the 4K track, and first launched a large-size (65”/75”) 4K 3.5mm product, and now it has sunk to the mainstream size. 55” and upgrade the seam to 1.7mm.
At present, under the background of limited space for seam upgrade and perfect size layout in the upstream panel market of LCD splicing screen, BOE has been committed to the improvement of product added value, and as an industry leader, it is also constantly leading the market progress. According to DISCIEN statistics, 2020~2022H1 BOE LCD splicing panel shipments continue to rank first in the world, with a share of about 40%. In addition, the market share of the 4K product 65" launched by BOE is also increasing, and its share will reach about 1.8% in 2022H1.
This time, BOE has launched a 4K LCD splicing screen again, which may accelerate the upgrade iteration of LCD splicing screen resolution. The following will analyze the market potential of 4K LCD splicing screen from the four dimensions of brand/policy/product/market:
Brand: This time, BOE joined hands with the three domestic security giants Hai Daewoo to launch 4K products, and the TOP3 head brand effect will help product promotion. In the first half of 2022, the total share of TOP3 brands (Hikang & Dahua & Uniview) is about 46.6%. In addition, TOP brands are relatively more accepting of high-added products. The early selection of cooperation with leading brands will speed up product sinking.
Policy: The government vigorously supports the ultra-high-definition industry, and has launched a series of relevant policies to promote the development of ultra-high-definition video in consumer terminals, cultural tourism, smart cities and other application fields. In addition, with the rapid development of 5G technology, the development of 4K/8K video adapted to 5G network is the most important development, which will also generate demand for ultra-high-definition video surveillance products.
Product: 2K LCD splicing screen can achieve 4K display effect only when 2*2 splicing, and 4K screen can realize 4K display effect on a single split screen. For monitoring and other fields with high resolution requirements, 4K LCD splicing screen has the opportunity to import first. DISCIEN estimates that monitoring applications will still be the main application field of LCD splicing screens in the next five years, with a market share of nearly 60%.
Market: The popularization of 1.7mm 4K LCD splicing screen will inject new vitality into the market, increase product profitability, and drive the enthusiasm of participating brands. The development of LCD splicing products for more than ten years has entered a mature stage. With the continuous increase in the number of participants and the substitution of competing small-pitch LEDs, product homogeneity has become the norm, and it has been trapped in a price war, especially in the 3.5mm market. The battle is very fierce, and the escalation of patchwork is an inevitable trend. How to switch from price war to value war is the key to breaking the game, and BOE's choice to launch a 1.7mm 4K product with seamed seams is a breaking move to improve the value of the product.
In conclusion, with the launch of 4K 1.7mm products, BOE once again promoted the development of the LCD splicing market as a leader, and at the same time opened the first year of 4K for 1.7mm and 55” LCD splicing products. The brand effect of the three giants in security , Under the support of the country's strong support for the ultra-high-definition industry, the improvement of product display effects and profit margins, the popularity of 1.7mm 4K products is expected to accelerate, but at the same time, panel manufacturers/video manufacturers/software manufacturers/complete machine manufacturers are also required. Wait for the joint efforts of upstream and downstream enterprises.
