Core Industry Insights - The ultra-high-definition video display industry is one of the ten strategic pillar industries in Guangdong, with Guangzhou projected to achieve an output value exceeding 200 billion yuan in 2024, reflecting a nearly 8% year-on-year growth [1] - The production capacity for ultra-high-definition panels, display modules, polarizers, and ultra-high-definition TV boards ranks among the top in the country [1] Application and Market Reach - Smart screens have a wide range of applications beyond traditional devices like TVs and tablets, including interactive blackboards in classrooms and smart appliances [6] - The core components of these smart screens are in high demand globally, indicating a robust market presence [2] Manufacturing and Technology - A major smart manufacturing facility produces 10 million display motherboards annually, with one in three televisions globally using its motherboards [7] - Each motherboard contains over 1,700 components, with more complex displays having up to 2,000 components [7] Quality Control and Efficiency - The manufacturing process employs AI and machine vision for quality control, achieving micron-level precision in component inspection, significantly improving efficiency by over two times [9] - The facility has established a pilot line for testing new technologies and materials in production, contributing to a 16.8% growth in overseas business in 2024 [10] Industry Cluster Development - The new display industry chain is rapidly clustering, with over 130 large-scale enterprises in the Guangzhou Development Zone, covering the complete industry chain [11] - The ultra-high-definition industry cluster is expected to surpass 900 billion yuan in revenue in 2024, moving towards a trillion-yuan industry cluster, thus injecting new momentum for high-quality development [11]

Core Viewpoint - The global manufacturing molds and dies market is projected to reach USD 3.47 billion by 2031, with a compound annual growth rate (CAGR) of 6.9% over the coming years [2]. Market Overview - Manufacturing molds and dies are essential tools for mass production of industrial components, significantly enhancing production efficiency and reducing costs [1]. - The automotive sector is the largest demand source, accounting for approximately 46.5% of the market share [11]. - Linear molds dominate the product type segmentation, holding about 35.6% of the market share [9]. Key Market Players - The top ten manufacturers in the global manufacturing molds market hold around 34.0% of the market share as of 2022 [6]. Market Drivers - Global manufacturing upgrades and automation developments are driving the demand for high-precision molds [13]. - The growth of the automotive industry, particularly in electric vehicles and lightweight materials, is increasing the need for advanced precision molds [13]. - The miniaturization trend in electronic products is creating a strong demand for high-precision molds in the semiconductor packaging sector [13]. - The aerospace and high-end manufacturing sectors are also contributing to the rising demand for high-performance molds [13]. Challenges - Fluctuations in raw material prices, particularly high-quality steel, can impact cost control in mold manufacturing [15]. - Rising manufacturing costs due to increased energy, labor, and environmental compliance requirements are pressuring profit margins [15]. - High technical barriers in producing advanced molds limit market entry for some companies [15]. - International competition remains intense, particularly from developed countries with established technological advantages [15]. Opportunities - The development of the electric vehicle supply chain is increasing the demand for high-precision molds [16]. - The semiconductor and electronic packaging mold market is expected to grow due to advanced packaging technologies [16]. - The acceleration of domestic substitution in markets like China and India presents growth opportunities for local manufacturers [16]. - The integration of smart molds and digital manufacturing technologies is enhancing production efficiency [16]. - Sustainable mold materials and recycling technologies are likely to reduce costs and improve sustainability [16]. - The Belt and Road Initiative is expected to boost demand for molds in emerging markets [16].