Xin Hua Wang·2026-01-05 02:38Core Viewpoint - The rise of China's display industry, particularly in flexible screens and AMOLED technology, signifies a major transformation from reliance on imports to becoming a global leader in innovation and production [2][3][6]. Industry Development - The Chinese display industry has evolved from relying on imports to producing nearly 50% of the global market share, with a projected industry scale of 740 billion yuan by 2024 [6]. - The establishment of the first LCD panel production line in Hefei in 2012 marked a significant turning point, alleviating the dependency on imported screens [3][6]. Technological Advancements - The industry has transitioned from rigid displays to flexible screens, with advancements in AMOLED and Micro LED technologies, showcasing a diverse range of applications from televisions to automotive displays [6][10]. - The integration of AI technology is expected to enhance user interaction with displays, allowing screens to adapt to user habits and predict needs [11]. Supply Chain and Ecosystem - A complete ecosystem for display manufacturing has been established in China, encompassing upstream materials, midstream manufacturing, and downstream applications, enhancing the industry's self-sufficiency [6][7]. - Key players in the supply chain include companies like Rainbow Holdings for glass substrates and companies like BOE, TCL Huaxing, and Visionox in the manufacturing sector [6][7]. Market Presence - BOE has maintained its position as the global leader in display manufacturing, with significant contributions from other companies like TCL Huaxing and Shenzhen Tianma [7]. - The Chengdu region has seen rapid growth in the display industry, with over 120 related enterprises and expected revenue to exceed 100 billion yuan in 2024 [7]. Future Outlook - The Ministry of Industry and Information Technology aims to focus on emerging technologies like Micro LED and micro-displays, promoting the integration of AI with display technologies [11]. - Continuous innovation is essential for the Chinese display industry to maintain its competitive edge in the global market and to expand into new application areas such as smart homes and digital tourism [11].