Group 1 - The 22nd China International Digital Interactive Entertainment Exhibition (ChinaJoy) opened in Shanghai, attracting over 700 companies and covering various fields such as gaming, animation, and esports hardware [2] - The esports monitor market is experiencing significant growth, with global retail market expected to grow by 34% year-on-year in 2025, while the gaming laptop retail market saw a 15% increase in the first half of the year [2] - In the domestic online market, esports monitor sales are projected to surge by 40% in the first half of 2025, with new technology products like OLED experiencing growth rates exceeding 170% [2] Group 2 - Esports demand is identified as the core driver of growth in the overall monitor market, with a projected 12.4% year-on-year growth for China's esports monitor market in 2025 [3] - High-end segments are experiencing rapid growth, with global OLED display panel shipments expected to increase by 69% in 2025 due to high acceptance among esports players [3] - Companies like TCL Huaxing hold over one-third of the global market share in esports display panels, leveraging core technologies to meet the high-performance needs of esports players [3] Group 3 - Despite strong growth in the high-end market, overall market prices are under pressure, with the average price of online monitors in China expected to drop by approximately 5% in the first half of 2025 [4] - Price declines are attributed to intense market competition and the strong supply chain control of leading factory brands, allowing for cost reductions [4] - Companies are advised to focus on performance and experience rather than solely engaging in price wars, with a strategic emphasis on technological innovation and differentiated product offerings [4]

Core Insights - The 22nd ChinaJoy exhibition in Shanghai attracted over 700 companies, highlighting the rapid growth and competitive landscape of the esports monitor industry [1] - The global esports monitor retail market is expected to grow by 34% year-on-year by 2025, with the gaming laptop market also seeing a 15% increase in the first half of the year [1] - In the domestic online market, esports monitor sales are projected to surge by 40% in the first half of 2025, with OLED products experiencing growth rates exceeding 170% [4] Market Trends - The esports demand is identified as the core driver for the overall monitor market growth, with a projected 12.4% year-on-year growth for China's esports monitor market in 2025 [5] - High-end segments are experiencing particularly rapid growth, with global OLED monitor panel shipments expected to increase by 69% by 2025 [5] - Leading companies like TCL Huaxing hold over one-third of the global esports display market share, leveraging core technologies to meet gamers' needs for high refresh rates and contrast [5] Pricing Strategies - Despite strong growth in the high-end market, overall market prices are declining, with the average price of monitors in China dropping by approximately 5% year-on-year in the first half of 2025 [6] - The price decline is attributed to intense market competition and the strong supply chain control of leading factory brands, allowing for cost reductions [6] - Companies are advised to focus on performance and experience rather than solely engaging in price wars, with TCL Huaxing emphasizing the importance of technological innovation and product differentiation [7]

他总结，未来，在技术和产品我们还有更多挖掘的空间，包括技术、形态上都会给用户带来新的体验， 包括我们这次cj和客户给大家带来的裸眼3D显示器，能给用户带来不一样的体验，我们希望通过技术的 升级和产品的升级来引导行业往健康的方向发展，我们希望行业往越来越好的方向发展。（新浪科技） 【直击CJ | #TCL高管称卷价格不如卷体验#】第二十二届ChinaJoy将在上海新国际博览中心盛大启幕。 当被问及如何看待显示行业价格战这一情况时，TCL科技高级副总裁、TCL华星首席执行官赵军表示， 价格战现象长期存在，我们去谴责他，讨厌他也没什么用，这是阶段性的现象，针对这种情况，我们的 想法第一是与其单纯卷价格不如卷体验、卷性能，比如今年国内电竞显示器市场不是单一的价格战趋 势，比如国内第一季度达到258万台，这其中4k高端涨幅75%，远高于大盘增长，随着产品规格的跃 升，体验越来越好，我相信价格战不是趋势，我们希望更多通过技术和产品升级来避免单一价格战对我 们自身的影响。 ...

他总结，未来，在技术和产品我们还有更多挖掘的空间，包括技术、形态上都会给用户带来新的体验， 包括我们这次cj和客户给大家带来的裸眼3D显示器，能给用户带来不一样的体验，我们希望通过技术的 升级和产品的升级来引导行业往健康的方向发展，我们希望行业往越来越好的方向发展。（罗宁） 8月1日至4日，第二十二届ChinaJoy将在上海新国际博览中心盛大启幕。当被问及如何看待显示行业价 格战这一情况时，TCL科技高级副总裁、TCL华星首席执行官赵军表示，价格战现象长期存在，我们去 谴责他，讨厌他也没什么用，这是阶段性的现象，针对这种情况，我们的想法第一是与其单纯卷价格不 如卷体验、卷性能，比如今年国内电竞显示器市场不是单一的价格战趋势，比如国内第一季度达到258 万台，这其中4k高端涨幅75%，远高于大盘增长，随着产品规格的跃升，体验越来越好，我相信价格战 不是趋势，我们希望更多通过技术和产品升级来避免单一价格战对我们自身的影响。 ...

Core Viewpoint - The naked-eye 3D technology has achieved significant breakthroughs in optical technology, dynamic eye-tracking systems, and artificial intelligence algorithms, leading to its rapid commercialization and widespread application across various sectors such as advertising, creative design, medical imaging, education, and digital entertainment [1][16]. Industry Overview - Naked-eye 3D displays utilize the parallax effect of human vision to create realistic three-dimensional images without the need for auxiliary devices [3]. - The industry consists of four components: 3D display terminals, playback software, production software, and application technology, integrating various high-tech fields [3]. Market Growth - The Chinese naked-eye 3D display market is projected to reach approximately 2.991 billion yuan in 2024, with an expected growth to 9.555 billion yuan by 2033, reflecting a compound annual growth rate (CAGR) of 13.77% [1][16]. - The global naked-eye 3D display market is estimated to be around 1.2 billion USD in 2024, with a forecasted increase to 3.5 billion USD by 2033, indicating a CAGR of 12.63% [14]. Technology and Development - The main technologies used in naked-eye 3D displays include barrier technology and lenticular lens technology, each with its advantages and limitations [5][6]. - The industry has undergone four development phases since the 21st century, from technological exploration to market expansion, with significant milestones achieved by companies like BOE and Lenovo [7][14]. Industry Chain - The upstream of the naked-eye 3D display industry includes raw materials such as optical materials and display panels, while the midstream focuses on production and integration [10]. - The downstream applications encompass consumer electronics, commercial displays, professional fields, and emerging scenarios like the metaverse [10]. Competitive Landscape - The industry features a diverse competitive landscape, with companies like BOE and TCL leading in panel manufacturing, while Lenovo establishes a foothold in the consumer market with its ThinkVision series [18]. - Domestic manufacturers emphasize cost-effectiveness and localized services, differentiating themselves from international competitors like Sharp and Samsung [18]. Future Trends - The industry is witnessing a shift towards high-resolution and large-screen applications, with advancements in 8K ultra-high-definition naked-eye 3D technology [24]. - There is a growing integration of naked-eye 3D technology with VR/AR, creating new immersive experiences across various sectors, including education and healthcare [25][26].