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Expert opinion! Operation Status and Development Trend of LCD Industry in 2023

2024-07-18 09:53:01 来源：尚普咨询浏览量：0

1.2022年全球显示行业遭遇“大考”

在全球显示市场，2022年行业产值约为1998Billion US dollars, a year-on-year decrease of more20%. Among them, the output value of the display device (panel) is about.1100billion dollars, a year-on-year decline close27%; display material output value approx.766Billion US dollars, a year-on-year decline of nearly13%；显示装备产值约120Billion US dollars, a year-on-year decrease of more9%。

It is worth mentioning that China's display industry has overcome many challenges and shown strong resilience,2022The annual industry output value will be close5000100 million yuan, the global market accounted for more38%. In terms of investment, the Chinese market continues to maintain its vitality, the investment structure has improved significantly, and the investment in materials is close750Billion yuan, for the first time more than the device, the investment direction is obviously fromLCDToOLED、Micro LEDand part of the upstream material transfer.

2022年，显示行业首次出现了面板出货量和出货面积双降的局面。究其原因：一是2021年行业提前消费，导致2022年需求相应下降；二是2022年全球政治经济格局的波动、全球疫情等因素，影响了供应链、市场需求、物流等方方面面。

从细分应用领域来看，车载显示在行业总体承压的局面下逆势而上，2023年将呈现稳定而明朗的增长趋势。

2022年第四季度，企业不约而同通过降低稼动率等方式调控产能，有效遏制了面板价格的持续下降，取得成效。但行业暂时稳定的真正原因应归功于行业自律，并非根本的供需关系。

2.2023年显示行业迎来“回暖”

Outlook2023年全年，半导体显示行业仍将低位运行，尤其第一季度和第二季度，市场需求依然有限。下半年能否缓慢上升，主要取决于两个因素：一是供需关系的改善。如果上半年政治经济格局改善，下半年供需关系将有望得到提升；二是行业自律。现阶段面板价格的稳定和微涨的根本原因并不是市场供需关系的带动，因此企业要深刻认识2023年的行业供需状况，从大局出发，通过市场行为保持行业自律，维持行业稳定、健康地的发展。

新型显示产业在2023年上半年仍将低位运行，而下半年将有望缓慢上升，实现回暖。创新驱动、高端需求和多元化应用等成为关键词。一是行业不确定性正在加速出清。经历了2022After the adjustment of the year, with the end-manufacturer inventory return to normal water level, the industry shipment rhythm accelerated return to normalization, the stability of the industrial chain will be steadily improved. Second, development resilience and sustainability will be further enhanced. Facing the industry“大考”As a representative of the real economy, the industry shows strong resilience and flexibility. Third, the innovation-driven development model will become the main theme of the industry. After2022The year-on-year precipitation shows that the industry is accelerating from the original scale-oriented to technology-oriented and value-oriented high-quality development road, ultra-high definition, ultra-high brush, flexible.OLED、Mini/Micro LEDHigh value-added high-end intelligent terminal products will present more innovative breakthroughs, car, folding screen, meta-universe, smart medical, smart retail and other application markets ushered in rapid development.

There are opportunities and challenges in 2023. With the full withdrawal of South KoreaLCDAfter the market,AMOLED等新兴显示竞争格局必将更加激烈。2022年，韩国将显示技术列入国家战略技术。2023At the beginning of the year, the South Korea raised the tax exemption for investment in national strategic industries, which is very good for the South Korea display industry and helps to further enhance its competitiveness, which also means that the competition in the display industry is more cruel.

Under the general trend that the global economy is still under pressure and demand is slowly recovering, it is particularly critical to enhance product competitiveness through technological innovation to gain more market share.

3. LCD industry is facing transformation and upgrading

Liquid crystal display is an important part of the display industry, and it is also one of the most mature and widely used display technologies. However,OLED、Micro LED等新型显示技术的发展和应用，液晶显示器行业面临着产能过剩、价格下跌、利润压缩等问题，需要进行转型升级，提高技术水平和产品附加值。

according to the prediction of champ consulting,2023Year-round globalLCD产能将下降3%，而OLEDCapacity will grow6%。韩国LG Displayand Samsung Display has turned off partsLCD产线，并转向OLEDandQD-OLEDof investment. Panel makers in mainland China are also acceleratingOLED、Mini LED、Micro LEDsuch as the development and mass production of new technologies.

According to data from the Champ Consulting Group,2023The global LCD market size will reach1100Billion US dollars, up about5%. Among them, the demand for traditional applications such as TVs, laptops, and tablets will remain stable or decline slightly, while the demand for emerging applications such as car displays and folding screen phones will grow rapidly, becoming the two major growth engines of the LCD industry.

车载显示是未来长期值得期待的一个市场，并且在2026年会成长为中大尺寸市场中单一品类最大的一个应用。汽车座舱正从传统液晶仪表显示时代，快速进入智能交互显示时代，车内空间大屏化和智能化已成为车载显示领域的重要趋势。车载/智慧座舱领域融合了柔性OLED、Mini LED、触觉反馈、裸眼3D等多种创新技术，未来将成为高端车载显示发展的方向。

折叠屏手机是另一个液晶显示器行业的重要增长点，具有较高的技术含量和附加值。据尚普咨询集团数据显示，2023年全年全球折叠屏手机出货量将达到5000万部，同比增长150%。折叠屏手机的出现，打破了传统手机的尺寸限制，为用户提供了更大的显示空间和更好的视觉体验。目前，折叠屏手机主要采用OLED技术，但液晶显示器也有其优势，如成本低、耐久性高、可靠性强等。未来，液晶显示器有望在折叠屏手机领域占有一席之地。

4. epilogue

To sum up,2023年液晶显示器行业运行现状与发展趋势可以概括为以下几点：

2023年显示行业仍将低位运行，下半年有望缓慢上升，实现回暖。创新驱动、高端需求和多元化应用将成为行业发展的主旋律。

液晶显示器行业面临着LCD产能减少、OLED产能增加、新技术发展推进等变化，需要加强技术创新和产品竞争力，提升高价值领域的市场份额。

车载显示和折叠屏手机是液晶显示器行业的两大增长引擎，具有较高的技术含量和附加值，未来将成为高端显示发展的方向。

尚普咨询认为，液晶显示器行业虽然面临着诸多挑战，但也存在着巨大的机遇。只要把握好市场需求变化，跟随技术创新潮流，液晶显示器行业仍有望在显示领域保持重要的地位和影响力。

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