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]

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].