Core Insights - The article highlights the transformation of China's display industry from a reliance on foreign technology to becoming a global leader, showcasing China's rapid technological advancement and self-reliance in high-level technology [1][4]. Group 1: Market Position and Growth - China's display panel global market share has reached 55%, and the display materials market share is at 43%, both ranking first globally, with the industry's output value accounting for nearly half of the global market [1]. - The display industry has evolved significantly over the past two decades, overcoming initial challenges and reducing foreign dependency, which previously saw display panels as the fourth largest import product [1][2]. Group 2: Policy and Strategic Support - The rise of "China Screen" is attributed to proactive policy frameworks and government-enterprise collaboration, starting with the 2009 "Electronic Information Industry Adjustment and Revitalization Plan" that aimed to overcome bottlenecks in the new display industry [2]. - Subsequent policies and plans, including the "12th Five-Year Plan for Electronic Information Manufacturing" and the "Action Plan for Innovative Development of New Display Industry (2014-2016)," have further propelled the industry forward [2]. Group 3: Innovation and Technology Development - A clear understanding of industry trends and a commitment to independent innovation have been crucial for the development of the display industry, with companies adopting a dual-track strategy to navigate technological shifts [3]. - During the "14th Five-Year Plan" period, R&D investment in the display industry is expected to grow annually by 18%, with patent applications accounting for 42% of the global total, indicating a strong focus on innovation [3][4]. Group 4: Supply Chain and Market Advantages - Significant advancements have been made in key materials and upstream manufacturing equipment, with domestic replacement rates for polarizers and photoresists exceeding 60%, and market shares for domestic deposition and exposure machines rising to 35% [4]. - The vast domestic market and diverse application scenarios, including smartphones, electric vehicles, and AI technologies, have created substantial growth opportunities, with projections estimating the new display industry's output value to approach 800 billion yuan by 2025 [4].

从"市场换技术"到"技术创市场"，"中国屏"的逆袭之路，是中国"大踏步赶上时代"的一个生动缩影，积 聚起加快高水平科技自立自强的志气和底气 中国电子信息产业发展研究院公布的数据显示，我国显示面板全球市场占有率达55%，显示材料市场占 有率达43%，均居全球第一，产值规模已占全球"半壁江山"。 显示产业在高端制造业中具有重要战略地位，我国从20世纪末就开始探索和发展显示产业。10多年 前，"缺芯少屏"一度制约着我国电子信息产业的发展，其中，显示面板曾是我国第四大进口产品，对外 依赖严重。 彼时，我国显示产业起步艰难，话语权基本掌握在国外少数企业手中，国内电视机、手机厂商一度只能 被动接受高昂定价，有时甚至需要"排队"采购屏幕。历经20多年发展，我国显示产业从小到大、由弱变 强，关键核心技术加快突破，一批企业迅速成长，成为全球显示产业的重要增长极。 二是对产业发展趋势的清晰判断、对自主创新的长期坚守。在显示产业几十年来的发展中，各种技术路 线涌现，既带动了产业升级，也促进了"优胜劣汰"。对投资巨大的显示产业来说，如果方向研判失误， 会造成难以估量的影响。在液晶技术发展早期，我国企业就敏锐地意识到技术变革的到来，着 ...