With the improvement of China’s comprehensive national strength, China’s LCD industry is developing better and better. Many advanced production technologies and invention patents have been applied in LCD manufacturing field.
In order to improve the quality of LCD products and to please the market with more competitive prices, more and more Chinese factories often invest a lot of money in technological innovation and industrial structure.
The advantage of this is that China’s LCD industry has long been rid of the bad situation of relying on low quality and low price to develop the market. Gradually formed by technological innovation to drive product profits and expand the broader international market.
In the concept of many people, the LCD industry in the world is mainly concentrated in East Asia, and the main LCD manufacturing countries and area should be Japan, South Korea and Taiwan. This view itself is not too big a problem, but as time goes on, these views are slowly deviating from the actual market situation.
Why? Taking Korea as an example, LG and Samsung are the top manufacturers in the LCD display market, providing numerous high-quality LCD products to the world. But this kind of family type chaebol enterprises are not only focusing on the production and R & D of one or a series of products,
They are huge enterprises, directly or indirectly affect and control the economic lifeline of South Korea and provide various products and services for the people of South Korea. This is their advantage as well as their disadvantage, because a giant enterprise can not invest its limited resources into specific products or industries.
Such an enterprise operation mode will result in that in the early stage, LG and Samsung can make full use of the relevant resources of the subsidiaries under their own group to rapidly cultivate and incubate a certain product or industry, so that it can quickly grow into a hen that can lay golden eggs.
However, in the middle and later stage, these mature products or subsidiaries can only rely on their own profit-making resources to further develop. The parent company will not invest or will invest very little resources to promote the secondary development of these subsidiaries.
Maybe you will ask that these subsidiaries have developed better and can develop independently in a certain industry with their own profits and losses? Unfortunately, it could be fake. According to the data in the past, most of the relatively mature subsidiaries cultivated by LG and Samsung have appeared various problems in 3-5 years.
You may wonder why these subsidiaries have been eliminated from the market so quickly. The real core problem is: the initial growth of these subsidiaries depends on the technology and resources of the parent company and its related subsidiaries. After they are able to be independent, the market environment and industry product dynamics they need to face are very different from those when they were initially supported by the parent company.
And just at this time, the parent company has no longer or very little to support and resource tilt. Then the subsidiary company must rely on its own strength to face all kinds of challenges and problems in the market.
It’s like two plants, one growing in a greenhouse and the other growing in the wild. Plants growing in the greenhouse can grow rapidly in a short time, but the problem is that once transplanted into the wild environment, it is easy to wither and die because it is not suitable for the harsh living environment in the wild. And the plant which grows in the wild environment at the beginning, because it is mostly in the wild environment since childhood, can naturally adapt to the harsh growth environment, so the later growth trend will be more excellent.
Of course, not 100% of LG and Samsung’s subsidiaries perform as well as greenhouse plants, and many of their subsidiaries have gradually become better enterprises in the market because of their early growth advantages and after certain markets running in.
However, those small enterprises without the support of parent company are faced with two situations. One is that they are eliminated because they can’t adapt to the market environment at the early stage of their growth; the other is that they constantly strengthen their abilities in all aspects under the sharpening of the market environment, and finally become the leader and representative of the industry.
The ten LCD module manufacturers we want to talk about today are outstanding representatives in China’s LCD industry.
It should be pointed out that today’s evaluation report is not only limited to the annual sales volume and total product value of these five enterprises, but also comprehensively considers the proportion of technology R & D investment, the development trend of enterprises in recent three years, the social responsibility of enterprises, the number of patents, and the value of enterprise brands.
Therefore, the final evaluation results may be somewhat different from the famous brands in China LCD industry in your impression, but please don’t be surprised. The final evaluation of these results is jointly recognized by the top technical expert team and industry authority in the industry, which is highly reliable and convincing. Next, let’s take a look at one by one.
BOE, founded in April 1993, is an Internet of things company that provides intelligent port products and professional services for information interaction and human health. The core business includes port devices, smart IoT and smart medical industry.
Here we need to emphasize it’s port devices business unit. Port device industry includes display and sensor devices, sensors and solutions. As a global leader in the semiconductor display industry, BOE has led China’s display industry from scratch to existence, from existence to large, from large to strong. At present, more than a quarter of the world’s display screens come from BOE, and its Ultra HD, flexible, microdisplay solutions have been widely used in well-known brands at home and abroad. By the end of 2019, BOE has added 9657 patent applications, including over 90% invention patents, and more than 70000 patents can be used, covering the United States, Europe, Japan, South Korea and other countries and regions.
According to the data released by IFI claims, the global ranking of BOE jumped to No. 13 in 2019, and the number of patents granted in the United States reached 2177, an increase of 33% over the same period last year In the top 50 list, the number of patents granted in the United States has increased both in ranking and in the United States; the World Intellectual Property Organization (WIPO) released the global situation of international patent applications (PCT) in 2019, and BOE (BOE) ranked sixth in the world with 1864 PCT applications.
Especially in 2020, under the influence of the new coronavirus epidemic in the world, they also launched strategic cooperation with Qualcomm and were successfully selected into the pilot demonstration project of China’s big data industry development in 2020. In the global LCD TV panel shipment volume and area released by SigmaiTell in 2019, BOE ranks first in the world!
Beijing STONE Technology co., ltd. was established in 2004 and devoted itself to the manufacturing and developing high-quality intelligent TFT LCD display. From very original Command Set series product (STI/STA/STC) to the very intelligent V series (STVI/STVA/STVC). STONE has been continuously updating and accomplish its product in 16 years.
Their products’ core TFT LCD display modules integrate a CPU, flash memory, and touch screen in the hardware unit. Paired with an easy-to-use free GUI design software and complete instruction set, customers can avoid time-consuming accessories selection and system integration tasks. These units greatly reduce the workload in HMI development and make the entire process faster and easier.
The modules come with a UART serial interface that can be controlled by any MCU through the simple but powerful instruction set like the 8051 series, AVR series, MSP430 Series, STM32 series, MC9S12, and Arduino series, among others.
Each TFT LCD display module has a wide range of applications, such as automated system control, vending machine functionality, intelligent lockers, electricity equipment (oiling machine, EV charger), elevators, smart home and office, precision instruments, and much more.
To date, Stone company has delivered custom display solutions to over 3000 customers around the world. Their products have been widely praised for their quality and performance. Their cooperation partner including NI, Siemens, ThyssenKrupp, and many others.
Tianma Microelectronics Co., Ltd., founded in 1983, is an innovative technology enterprise providing display solutions and fast service support worldwide.
Tianma is committed to providing leading technology and quality products to the consumer and professional display industries that are used in applications to include smartphones, tablet PCs, smart wear, automotive instrumentation, industrial and medical instrumentation, avionic display, home automation, etc.
Tianma’s shipments of small and medium-size modules kept the leading position among the global panel factories. Their market share for high-end medical devices, aviation entertainment, navigation and VOIP products ranked first worldwide.
Tianma has clear technological and production advantages in the small and medium-size display market where it has enjoyed a strong market presence over the years. Tianma has established a National R&D Laboratory on TFT-LCD Key Materials and Technologies, a National Enterprise Technology Center, and a post-doctoral workstation to enhance the knowledge and technical expertise of our employees.
The possession of new technologies including LTPS-TFT, Oxide-TFT, AMOLED displays, Flexible displays, Transparent displays, 3D displays and In-cell/On-cell integrated touch technology set the foundation for innovation and the development of new and exciting products.
Tianma has a comprehensive production line: G2 to G6 TFT-LCD lines (including a-Si, LTPS), G5.5 to G6 AMOLED line and TN, STN lines, enabling Tianma to achieve the highest possible level of product quality and supply capability. Tianma was the first to start mass production from a G5.5 LTPS production line in China. In addition, the Xiamen G5.5 LTPS production line is the first line in China which is capable of producing and selling in full capacity; Shanghai G5.5 AMOLED production line has been lightened, mass-produced and delivered in Mainland China in advanced; Wuhan G6 AMOLED production line achieved mass production.
TCL CSOT （TCL China Star Optoelectronics Technology Co., Ltd）, established in November 2009, is a company committed to innovation in semiconductor display. TCL CSOT has 4 manufacturing centers in Shenzhen, Wuhan, Huizhouand India, with 6-panel production lines currently commissioned in China, providing panels & modules of TV as well as mobile products.
TCL CSOT has advanced display technologies such as Mini-LED, Micro-LED, OLED, and Ink Jet Printing. The products range from large，small & medium display panel and touch modules, interactive whiteboard, video wall, automotive display, and gaming monitors, which further contributes to the core competence in the global panel industry.
TV shipments of TCL CSOT is ranked 3rd in the world, and LCD panel shipments to the six major domestic TV manufacturers have been ranked 1st since 2014. Furthermore, 55-inch UD product shipments were ranked 1st in the world, and 32-inch UD product shipments maintained the world’s 2nd. In the small and medium-size field, the shipments of G6 LTPS-LCD production line was ranked 2nd in the world, enjoying the world’s fastest growth rate.
TCL CSOT always adheres to the path of independent innovation driven development. By the end of 2019, TCLCOST has accumulated 41,040 patent applications and 12,185 patent authorizations. The number of patent / PCT applications has been ranked Top 10 in China, and the number of international PCT applications has been ranked Top 5 in China for many consecutive years; the U.S. patent licensing list has been ranked Top 3 in China in a row for many consecutive years.
Founded in 2008, YouSee Technology Co., Ltd is committed to the whole industry chain of high cost performance LCD, TP assembly and PCB assembly. As a factory with 12 years of experience in manufacturing LCD products, relying on technical upgrading and service upgrading, it has achieved great development in a short period of time!
Their products include medical equipment display screen, GPS vehicle display screen, POS equipment, smart home, household appliances, consumer electronic products, communication equipment, industrial control equipment, instrumentation, human-computer interaction interface and liquid crystal display (LCM), touch screen R & D, production, sales and service (TP), backlight screen (BL) cable layout and other information display terminal high-tech enterprises. Provide various quality control, technical support and related services.
It should be noted that their company attaches great importance to technology R & D and innovation, and is the company with the highest proportion of technology R & D investment among the five companies. Although it may not be able to compare with BOE in total, their company’s rising potential and future promotion space should be the best among the five enterprises.