Recently, several major panel factories took action frequently, and have said that they will exert efforts in the field of vehicle display. Unlike in the past, which only increased market share, behind this collective voice, it indicates that the touch display field has once again come to the eve of the industry upheaval. Embedded touch integration of low-power medium and large size HD(high-definition) display, Mini LED backlight display and direct display, as well as flexible OLED display, etc., will quickly seize the previous low-end black and white LCD display, low-end TFTLCD display, external touch display, become the mainstream of the market.
On August 16, 2022, BOE Varitronix, a subsidiary of BOE, signed a strategic cooperation agreement with JAC at the "BOE - Supply and Demand Docking Conference for Vehicle Enterprises" led by the Hefei Municipal Government. The two sides will actively layout the relevant market business together on the new track of new energy vehicles, and jointly strive to make more high-end, diversified, integrated vehicle display products and solutions open to the market as soon as possible.
On August 1, BOE Varitronix also signed a strategic cooperation agreement with NETA(Nezha Automobile) in Tongxiang, Zhejiang Province. The latest cooperation results of the two sides show that NETA S is equipped with BOE Precision 17.6-inch 2.5K ultra HD suspension central control screen, which is the largest central control vertical screen in the industry. At the same time, the narrow frame is integrated into the design of the screen, the narrowest part is only 6.5mm, the screen occupies more than 90%, and the display area is maximized effectively. The thinnest part is only 13.3mm, which belongs to the central control screen with the narrowest frame and the lightest in the same class. NETA S, which was floated on the stock market on July 31, has received wide acclaim for its control screen design since the release of intelligent cockpit information.
At present, BOE Varitronix has launched super size, ultra-high definition, flexible AMOLED, BDCell, Mini LED, (flexible) multi-screen, curved display, full fit and many other representative cutting-edge technology products in automotive instrumentation, central control assembly, entertainment system display, AR-HUD enhanced display head-up display, rearview mirror and other vehicle display segments, with world-class technical reserves and industrial resources, and fully applied to the global mainstream automobile brands.
In addition, the official website of HKC recently shows that after the certification of IATF16949 of HKC Mianyang Factory, it was quickly put into research and development of the production of vehicle display, and has now completed the development of 12.3", 10.25", 11.6", 12.8" and other vehicle standards. HKC said that based on the deep understanding of the market demand for vehicle display and in-depth market research, relying on the world's leading automation equipment, economic cutting and other product advantages of HKC 8.6 generation line, it was quickly introduced into the market. The product is designed from all aspects, such as high gamut, narrow frame, special-shaped cutting, high contrast, TDDI integration, etc., and has started to actively layout the vehicle display business at the end of 2021. The vehicle products have gradually cooperated with major domestic system manufacturers, and have been successively imported into the platform project of domestic auto manufacturers, and completed the first mass shipment in May 2022.
As we have learned, the current industry in the LCD display technology applied to the vehicle industry mainly uses advanced metal oxides, large-size vehicle in-cell touch technology, high reliability narrow bezel technology, Mini-LED and other new technologies, while BOE, in addition to pushing the vehicle LCD display technology to the high-end, also regards flexible OLED as the main promotion direction of vehicle display. On the one hand, the colorful OLED screen meets the demand for interactive experience. On the other hand, the current vehicle display screen is more and more trend to the use frequency and scale of consumer electronics through the intelligent integration of various functions.
At present, BOE has launched a number of products such as flexible AMOLED multi-link screen, curved display, full-fit display and super-large display in various subdivided applications fields of vehicle display, such as automotive instrument, central control assembly and entertainment system display. BOE said that with the continuous improvement and breakthrough of flexible OLED display technology and the rapid growth of consumer demand, diversified flexible display applications such as vehicle display will usher in further growth.
With the rise of new energy vehicles, the gradual commercial landing of 5G, and the rapid development of autonomous driving, electrification, interconnection, intelligence, and multi-screen have become the development trend of the automotive industry. Vehicle display has gradually become an important hardware facility to carry the interactive information between human and vehicle, and the number and area of its single car-mounted are also increasing.
Panel factories in the field of vehicle display began to come to the market front, the industry pattern like only provided standard display panels, and then purchased by the module enterprises according to the vehicle standard industry, and then conducted the secondary research and development of the vehicle display module is about to be completely broken. In addition to the intelligent upgrade of the automobiles, the application of display technology is increasingly closer to the field of consumer electronics. Internet of Things applications also require vehicle display effects to achieve the same stunning display effects as consumer electronics, thus enabling a seamless conversion of user experience between consumer electronics and on-car display screens. Therefore, in the future, the vehicle display technology will also closely follow the synchronous upgrading of consumer electronics display technology, and the color rendering indicators will also become more specialized under the conditions of meeting the car regulations, the resolution requirements will be higher and higher, the color gamut parameters will be wider and wider, and the dynamic display effect will be more and more refined, etc. It will go as the cinema display effect and the direct output effect like consumer electronics.
In addition, while the car is intelligently upgraded, the counterweight and wind resistance design of the car itself will also be more advanced, so there will also be lightweight, energy-saving, special-shaped, curved, and highly centralized requirements for the display, which basically coincide with the current smart phone display, and the challenge to the display industry is getting stronger and stronger.
These industry changes, which are highly related to the basement of display technology, make it more and more difficult for individual touch-control panel factories, backlight factories, and module foundries to respond to the needs of end customers in the future, and only the panel factories themselves can complete the delivery with ease.
This also means that the touch display module OEM industry will have to slowly withdraw from the high-profit vehicle display module OEM business. For some more OEM enterprises which are focused module, it may be a relatively good way to integrate the BOE Varitronix mode into the panel factory.
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