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企业竞争图谱:2025年智能座舱显示,头豹词条报告系列
Tou Bao Yan Jiu Yuan· 2025-09-25 12:30
Investment Rating - The report does not explicitly state an investment rating for the smart cockpit display industry Core Insights - The smart cockpit display industry in China is rapidly developing due to the continuous impact of automotive upgrades and advancements in electronic technology, with new technologies such as OLED, Mini LED, Micro LED, and AR-HUD accelerating their application [4] - The industry is characterized by trends towards larger and more integrated displays, diversification of display technologies, and the rise of a competitive local supply chain [16][19] - The market size of the smart cockpit display industry is projected to grow from 20.406 billion RMB in 2021 to 30.269 billion RMB in 2024, with a compound annual growth rate (CAGR) of 14.05% [34] Industry Definition - Smart cockpit display refers to the devices and technologies installed inside vehicles to present various information, playing a key role in human-vehicle interaction [5] Industry Classification - The smart cockpit display industry can be classified based on the location of the display screens, including central control screens, passenger screens, instrument screens, head-up displays (HUD), and rearview mirrors [6][8][9][10][11] Industry Characteristics - The industry features a trend towards larger and multi-screen configurations, with significant advancements in display technology and the emergence of a robust local supply chain [16] Development Phases - The industry has evolved from reliance on imports to local production capabilities, transitioning from single-function displays to advanced, integrated systems [20][22][23] Industry Chain Analysis - The industry chain consists of upstream components, midstream module manufacturing and system integration, and downstream markets for original equipment manufacturers (OEMs) and aftermarket retailers [24][25][33] Market Size and Growth - The smart cockpit display market is expected to grow significantly, driven by increasing automotive sales and the demand for advanced display technologies [34][35] Competitive Landscape - The global smart cockpit display industry is highly concentrated, with leading companies like BOE and Tianma holding significant market shares due to their technological advantages and scale [42][43]
“天工屏”横空出世,高端OLED开启感官体验新纪元
Zhong Guo Qi Che Bao Wang· 2025-09-25 01:56
Core Viewpoint - Tianma Microelectronics has launched a new high-end OLED technology brand called "Tiangong Screen," aiming to redefine high-end display standards and expand its market presence beyond mobile phones into automotive and IT sectors [2][7]. Group 1: Product Features - The "Tiangong Screen" emphasizes visual health with features such as flicker-free technology, 1nit brightness for eye protection, low blue light emission at 4.7%, and adaptive ambient light sensing [3]. - It boasts a peak brightness of 8000nits and a global brightness of 2500nits, ensuring clear visibility even in bright sunlight, with a refresh rate supporting up to 240Hz for smooth operation [5]. - The product has received the "S++ level" certification for visual health from the China Quality Certification Center, indicating its commitment to user well-being [5]. Group 2: Strategic Shift - The launch of "Tiangong Screen" marks a strategic upgrade for Tianma, transitioning from a low-profile screen manufacturer to a high-end brand creator, focusing on co-creating brand value with customers [7]. - The company plans to systematically expand the "Tiangong Screen" brand into automotive and IT display markets, creating a synergistic high-end brand matrix [7]. Group 3: Automotive Display Innovations - Tianma has established a strong foundation in the automotive display sector, focusing on enhancing driving safety and user interaction rather than just technical specifications [8]. - The company has developed various innovative technologies for automotive displays, including ultra-wide high-definition projection and dynamic flexible displays that adapt to user preferences [8][11]. - Tianma's automotive OLED products, such as the dual 13-inch curved OLED display, integrate seamlessly into vehicle interiors, showcasing the company's commitment to innovation in the automotive display market [9]. Group 4: Market Performance - In 2024, Tianma's global automotive display panel shipments are projected to grow by 25%, with revenue increasing over 40%, significantly outpacing industry averages [13]. - The company has maintained its position as the global leader in automotive TFT-LCD and instrument display shipments for five consecutive years, with its products featured in 95% of global automotive brands [13]. - Tianma's automotive displays have been adopted by high-end brands such as McLaren and Ferrari, underscoring its technological strength and brand influence in the premium automotive market [13].
天马发布全球首款500PPI高清2D/3D可切换光场汽车仪表屏
WitsView睿智显示· 2025-09-24 06:10
该产品屏幕尺寸为12.3英寸,支持500PPI高清2D显示模式,同时具备裸眼3D功能——无需佩戴 3D眼镜,且不依赖眼球追踪技术,可视角度可达30°,用户可通过一键操作实现2D与3D模式的快 速切换。 9月23日,天马发布全球首款500PPI高清2D / 3D可切换光场仪表屏。 技术层面,这款仪表屏搭载天马自研的高速实时渲染光场3D技术,并采用自主开发的液晶棱镜, 在保障性能的同时有效降低量产成本;此外,屏幕支持景深调节功能,官方宣称可彻底解决传统 3D显示存在的眩晕感与鬼影问题。 应用场景上,该屏幕可适配导航、ADAS(高级驾驶辅助系统)警示等多种车载需求。产品最早在 DIC 2025展会首次对外展出。 值得一提的是,天马在DIC 2025上展出了8英寸Micro LED IRIS HUD(全景式抬头显示屏),据 称是业界首款具有最高PPI(167PPI),可实现>10000nits的超高亮度的显示屏。与传统LCD相 比,它可以实现更弱的重影、更宽的色域和更好的图像质量。此外,由于光机系统结构更简单,整 体体积更小。 除了车载显示,天马还在前不久举办的高端OLED技术品牌发布会上,展出了"全球首款G形三折 ...
群智咨询:2025年上半年全球车载显示面板出货约1.2亿片 同比增长5.6%
Zhi Tong Cai Jing· 2025-09-23 10:00
Core Insights - The global automotive display panel shipment is projected to reach approximately 120 million units in the first half of 2025, reflecting a year-on-year growth of 5.6%, with the front-mounted market contributing significantly at 88.5% [1] - The automotive industry is experiencing a slowdown in overall sales growth, which is limiting the substantial increase in demand for automotive display panels, yet the demand for diversified and high-end displays in smart cockpits continues to drive market stability [1][6] - The competitive landscape in the automotive display panel market remains intense, characterized by a concentration of leading players and clear tier distinctions, with BOE and Tianma leading the first tier [1][2] Company Summaries - **BOE**: As a leading player in the display industry, BOE's shipments reached approximately 21.6 million units in the first half of 2025, marking an 8.2% increase year-on-year, capturing 18.1% of the global market share. The company is actively expanding its product matrix across various display technologies [1][4] - **Tianma**: With a focus on automotive display business, Tianma's shipments totaled around 21 million units, reflecting a significant year-on-year growth of 24.7%. The company has established a strong foothold in the mid-sized display market and is expanding into new applications [2][4] - **AUO**: After acquiring BHTC, AUO is transitioning from a single panel supplier to a comprehensive cockpit display solution provider. In the first half of 2025, AUO's shipments reached 12.4 million units, with a year-on-year growth of 6.5% [3][4] - **LG Display**: LG Display shipped approximately 9.7 million units in the first half of 2025, leveraging its expertise in LTPS LCD and OLED technologies to maintain a presence in the high-end automotive display market [3][4] - **Japan Display (JDI)**: JDI faced significant challenges, with shipments declining to 8.9 million units in the first half of 2025, impacted by financial difficulties and intense market competition [3][4] Market Outlook - The automotive display panel market is expected to experience a "short-term demand pulse growth" alongside "long-term development uncertainties." The overall shipment for 2025 is projected to grow by 4.0%, reaching 240 million units [6] - In 2026, the automotive market is likely to face constraints from policies, consumer behavior, and supply chain issues, leading to a slowdown in growth and structural optimization [6] - Manufacturers are advised to be cautious of "passive capacity expansion" risks, as blind expansion to meet short-term demands could lead to inventory buildup and price wars [6]
深天马A(000050) - 中国银河证券股份有限公司关于天马微电子股份有限公司董事会换届选举、取消监事会及监事的临时受托管理事务报告
2025-09-23 09:06
1 债券代码:149537.SZ 债券简称:21天马01 中国银河证券股份有限公司关于 天马微电子股份有限公司董事会换届选 举、取消监事会及监事的 临时受托管理事务报告 债券受托管理人 1/5 1/5 2/5 声 明 本报告依据《公司债券发行与交易管理办法》《公司债券受托管理人执业 行为准则》及《天马微电子股份有限公司2019年面向合格投资者公开发行公司 债券债券受托管理协议》(以下简称"《债券受托管理协议》")等相关文 件,以及天马微电子股份有限公司(以下简称"发行人"或"公司")披露的 相关公告,由"天马微电子股份有限公司2021年面向合格投资者公开发行公司 债券(第一期)(以下简称"21天马01")"的债券受托管理人中国银河证券 股份有限公司(以下简称"中国银河证券")编制。 本报告不构成对投资者进行或不进行某项行为的推荐意见,投资者应对相 关事宜作出独立判断,而不应将本报告中的任何内容据以作为中国银河证券所 作的承诺或声明。 2 2/5 中国银河证券作为"21天马01"的债券受托管理人,持续密切关注对"21 天马01"债券持有人权益有重大影响的事项。根据《公司债券发行与交易管理 办法》《公司债券受托管 ...
深天马A(000050) - 中信证券股份有限公司关于天马微电子股份有限公司董事会换届选举、取消监事会及监事之临时受托管理事务报告
2025-09-23 09:06
| 证券代码: | 000050 | 证券简称: 深天马 A | | --- | --- | --- | | 债券代码: | 149741 | 债券简称: 21 天马 02 | | 债券代码: | 149885 | 债券简称: 22 天马 05 | (11) 中信证券股份有限公司 CITIC Securities Company Limited 二〇二五年九月 中信证券股份有限公司 关于天马微电子股份有限公司董事会换届选举、 取消监事会及监事 之 临时受托管理事务报告 债券受托管理人 l 声明 本报告依据《公司债券发行与交易管理办法》《公司债券受托管理人执业行 为准则》《天马微电子股份有限公司 2021 年面向专业投资者公开发行公司债券 受托管理协议》(以下简称《受托管理协议》)等相关规定、公开信息披露文件、 天马微电子股份有限公司(以下简称"公司"或"发行人")出具的相关公告文 件以及提供的相关资料等,由本次公司债券受托管理人中信证券股份有限公司 (以下简称"中信证券")编制。 本报告仅对公司债券受托的有关事项进行说明,不构成针对公司债券的任何 投资建议。投资者应对相关事宜做出独立判断,而不应将本报告中任何 ...
年内多家电子深企高管变动
Shen Zhen Shang Bao· 2025-09-23 01:20
Group 1 - Tianma Microelectronics Co., Ltd. announced the election of Cheng Wei as the chairman of the board, with a term consistent with the current board [1] - Cheng Wei, born in 1981, joined Tianma in 2007 and has progressed through various key roles in technology research and enterprise management, holding 7,700 shares in the company [1] - Tianma specializes in customized display solutions, focusing on mobile displays and automotive displays as core businesses, with IT displays as a key growth area [1] Group 2 - Wang Lei has been appointed as the general manager of Tianma, nominated by Chairman Cheng Wei, and holds 7,800 shares in the company [1] - Wang Lei, born in 1971, has extensive experience in the industry and has held multiple management positions within Tianma since joining in 1993 [1] Group 3 - Other electronic companies in China, such as China Electronics and Konka Group, have also experienced executive changes this year [2] - China Electronics, a state-owned enterprise, has appointed Li Ligong as the party secretary and chairman, with total assets of 433.6 billion yuan and 18.9 million employees [2] - Konka Group has integrated into China Resources Group's technology and emerging industries sector, with a significant number of board members and executives having backgrounds in China Resources [2]
不止三折叠,中国给高端屏立标杆|供应链隐形冠军
Tai Mei Ti A P P· 2025-09-22 07:08
当下的中国,已经不单单是一个制造强国,更是走在智造的第一梯队。数十年的时间里,许多产品都经历了从无到有,从跟跑到并跑再到领跑的突破,这其 中就包括显示面板行业。 回看过去二十年的时间里,中国显示面板产业在多家公司的助推下,完成了从"缺屏少芯"到"全球最大面板制造基地"的跨越。相关统计数据显示,去年中国 大陆显示面板市场规模达3962亿元,全球占比68.2%,在LCD领域,已经实现绝对的领先。不仅如此,随着OLED面板在手机、平板等终端的加速渗透,中 国面板企业在逐渐掌握主动权,并且在高端OLED技术上实现领跑,比如天马。 图片来源官网 作者拍摄 1983年,天马从深圳起步,是国内首批平板显示企业,既是中国显示产业从"0"到"1"的见证者,亦是突破"缺芯少屏"的参与者。最新财报数据显示,天马柔 性OLED手机显示市占全球第三、国内第二,LTPS手机显示模组市占自2018年起保持全球第一。 OLED应用加速,中国屏厂掌握主动权 当下,屏幕无处不在,除了常知的手机、PC、电视和平板之外,现如今汽车里的屏幕也越来越多,而屏幕显示的优劣,也往往代表着相应产品的定位。其 中,OLED作为高端显示技术,被用在高端消费电子终 ...
深天马新一届核心管理团队正式确立 年内多家电子深企高管变动
Shen Zhen Shang Bao· 2025-09-22 07:07
此外,经董事长成为提名,聘任王磊为公司总经理。王磊出生于1971年,拥有上海交通大学高电压技术 及设备、技术经济专业本科双学位,以及工商管理专业硕士学历,于1993年加入深天马,历任公司主任 工程师、工程总监、子公司副总经理及总经理、公司总经理助理、副总经理等职,持有公司7800股股 份,具备深厚的行业积淀与全面的管理能力。 除了深天马,中国电子、康佳集团等电子深企年内也有高管变动。今年4月,中国电子信息产业集团有 限公司官网"集团领导"栏目更新信息显示,李立功已任公司党组书记、董事长。中国电子是中央直接管 理的以网信事业为核心主业的国有重要骨干企业。根据公司官网,中国电子目前拥有18.9万员工,25家 上市公司,总资产4336亿元,业务覆盖全球6大洲60多个国家和地区,连续14年入选《财富》世界500 强。 今年8月,康佳专业化整合发布会在深圳举行,康佳正式成为华润集团旗下科技与新兴产业板块的业务 单元。发布会上,康佳集团董事长邬建军代表新一届管理团队发言,康佳集团还与重要合作伙伴签署了 深化合作协议。 【深圳商报讯】(记者 苑伟斌)近日,天马微电子股份有限公司发布公告称,经全体董事表决,成为 当选为公司第 ...
手机厂商与面板巨头加深捆绑
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 04:47
Core Viewpoint - The smartphone industry is witnessing a shift from a traditional "buyer-supplier" relationship to a collaborative model where manufacturers engage deeply in the definition, development, and production of display technologies, reshaping the competitive landscape of the display panel industry [2][4][8]. Group 1: New Collaboration Paradigm - Smartphone manufacturers are no longer passive purchasers but are becoming strategic partners with panel manufacturers, engaging in joint research and deep customization [2][4]. - OPPO has invested over 1 billion in establishing its own "display science production line," allowing it to control the entire process from design to production [4][5]. - The collaboration between Xiaomi and TCL Huaxing has evolved into a long-term partnership, creating an "innovation display joint laboratory" to streamline technology development and production [5][8]. Group 2: Industry Dynamics - The traditional supply chain structure is being transformed from a linear model to a networked "industry alliance," enhancing the bargaining power of smartphone manufacturers [8][9]. - Chinese panel manufacturers are expected to capture over 70% of the global smartphone panel market by 2025, providing manufacturers with more options and stronger negotiation capabilities [8][10]. - The shift to deep collaboration is accelerating technological iteration and redefining market competition rules, moving the focus from macro parameters to underlying technologies [10][11]. Group 3: Technological Advancements - The competition in the smartphone market is increasingly centered around display technology, with companies like OPPO and Tianma developing advanced features such as precise light control at ultra-low brightness [10][11]. - The joint development model allows manufacturers to align market needs with technological paths early in the research phase, significantly reducing the time from lab to market [10][11]. - The relationship between Apple and Samsung exemplifies a unique "co-opetition," where stringent standards and large orders from Apple drive Samsung to innovate continuously [6][10].