美企对中企再提337调查申请，惠科股份等中国显示产业龙头加速建立国际话语权

Core Points - The recent Section 337 complaint filed by BH Innovations LLC, Longitude Licensing Limited, and 138 East LCD Advancements Ltd. against Chinese display companies highlights the intensifying competition between U.S. and Chinese firms in the global display market [1][2] - The complaint involves allegations of patent infringement related to specific LCD devices and components, with several leading Chinese companies, including Huike, Hisense, and TCL, named as defendants [1][2] - The three complainants are classified as Non-Practicing Entities (NPEs), which typically do not manufacture products but instead acquire patents to pursue litigation for profit [1][2] Industry Analysis - The display industry is a critical component of the technology ecosystem, with new display materials playing a vital role in the value chain [2] - China's display industry has rapidly evolved, becoming the largest global hub, with an estimated market size of $108 billion in 2024, accounting for nearly half of the global market [2] - The number of Section 337 investigations has surged, with 48 cases in 2024, of which 24 involve Chinese companies, indicating a growing trend of legal challenges faced by these firms [2][3] Competitive Landscape - Major competitors, including Samsung Display, Epson, and AU Optronics, have increasingly utilized Section 337 investigations and patent lawsuits against Chinese panel manufacturers [3] - The ongoing legal actions are seen as tactics by international competitors to slow down the progress of Chinese display companies as they gain market share and influence [3] Response from Chinese Companies - Chinese display companies are demonstrating a more mature and assertive approach in defending their rights amid rising international competition [4] - Huike, for instance, has established a significant technological advantage with 7,418 patents, particularly in the large-size display panel sector [5] - Chinese manufacturers now control approximately 70% of global LCD production capacity and are focusing on high-end products, including Mini-LED technology, to enhance their market position [6] Innovation and Future Outlook - Continuous innovation and increased R&D investment are essential for Chinese display companies to navigate external risks and maintain competitiveness in the global market [6] - The outcome of the ongoing patent disputes will be closely monitored, but the established Chinese display industry is expected to face challenges with confidence and resilience [6]