Xin Hua Wang·2026-01-05 01:29Core Viewpoint - The rise of China's display industry, particularly in flexible screens and AMOLED technology, marks a significant transformation from reliance on imports to becoming a global leader in innovation and production [3][4][14]. Industry Development - The Chinese display industry has evolved from relying on imports to achieving a market share of over 49% globally, with an expected industry scale of 740 billion yuan by 2024 [8]. - The establishment of the first LCD production line in Hefei in 2012 was a pivotal moment that alleviated the dependency on imported screens [4]. Technological Advancements - The industry has transitioned from rigid displays to flexible screens, with advancements in AMOLED and Micro LED technologies [8]. - The production capabilities have expanded significantly, with nearly 20 production lines in China, accounting for about 70% of global capacity [8]. Supply Chain and Ecosystem - A complete "screen ecosystem" has been established in China, encompassing upstream materials, core equipment, and midstream manufacturing [9]. - Companies like BOE, TCL Huaxing, and Visionox are leading in various segments of the display manufacturing process, contributing to a robust supply chain [9]. Market Applications - Screens are now integrated into various aspects of daily life, from foldable smartphones to smart screens in public services, enhancing user experience and operational efficiency [10][12]. - The application of display technology in sectors such as smart homes, healthcare, and digital tourism is expected to grow, driven by ongoing innovation [13]. Future Outlook - The Ministry of Industry and Information Technology aims to focus on emerging technologies like Micro LED and AI integration in display technology to enhance supply chain resilience [13]. - Continuous technological innovation is essential for maintaining a competitive edge in the global display industry [13].