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汽车“大彩电”背后的头号推手,没想到是手机圈的老玩家|供应链隐形冠军
Tai Mei Ti A P P· 2025-08-19 07:28
Core Insights - The development of technology is reshaping consumer experiences and industry dynamics, particularly in the automotive sector with the rise of in-car displays as a key selling point for electric vehicles [2][3] - Chinese display manufacturers have gained significant market share in the automotive display panel sector, with BOE leading the global market [3][5] - The automotive display panel market is projected to grow significantly, driven by the rapid development of electric vehicles and the increasing demand for smart cockpit features [4][18] Industry Overview - The global automotive display panel shipment is expected to reach 230 million units in 2024, marking an 8.5% year-on-year increase [2] - Chinese manufacturers hold a 51.7% share of the global automotive display panel market, with BOE's shipment volume projected at 40.9 million units in 2024, representing a 17.6% market share [5][11] - The automotive industry is undergoing transformation with a focus on electrification and intelligence, creating new demands for high-quality displays [3][4] Technological Advancements - The automotive display market is experiencing diverse technological innovations, with a shift towards OLED and Mini LED screens in high-end vehicles [4][13] - BOE has invested significantly in R&D, focusing on various core technologies including OLED, Mini/Micro LED, and advanced display solutions for smart vehicles [13][18] - The introduction of advanced features such as touch feedback systems and 3D displays is indicative of the evolving landscape of automotive displays [14][16] Competitive Landscape - The competition in the automotive display market is intensifying, with manufacturers seeking to enhance their technological capabilities and establish partnerships with automotive companies [9][18] - BOE's strategic collaborations with leading automotive manufacturers and its focus on customized display solutions position it favorably in the market [13][18] - The shift from scale competition to efficiency and value competition is expected to redefine the competitive dynamics in the automotive display sector [9]
京东方亮相 DIC EXPO 2025:以创新技术引领显示产业升维发展
Core Insights - The article highlights the participation of BOE Technology Group at the 2025 China (Shanghai) International Display Industry Summit Forum, showcasing over 60 cutting-edge display technologies and AI+ innovative applications, winning 10 DIC AWARD 2025 international display technology innovation awards [1][3] Group 1: Display Technology Innovations - BOE presented several leading display technologies, including Micro LED, OLED, ADS Pro, and Oxide, with notable products like a 1.5-meter diameter LED spherical display and an 81.3-inch P0.9 mirror ultra-fine pitch COB product [3][5] - The company launched the world's first 110-inch UB Cell 4.0 display, achieving a mirror reflectance of 0.6% for all-angle color-accurate display in indoor lighting [3] - In the Oxide technology sector, BOE introduced a 31.5-inch 8K 240Hz Vivid Visual monitor, setting new benchmarks for professional design and gaming displays [3] Group 2: AI+ Strategy - BOE's "AI+" strategy focuses on integrating AI into manufacturing, products, and operations, aiming to create smart application scenarios [5][7] - The company showcased an industrial AI model that enhances production management and quality control, significantly improving production efficiency and product quality [5] - Smart terminal products, such as the C100 series smart all-in-one machine and a 65-inch 4K AI TV, were presented, enhancing office efficiency and home interaction [7] Group 3: IoT Applications - BOE is expanding display applications by integrating IoT, transitioning from a "single information carrier" to "smart interactive terminals" [7][8] - In the smart vehicle sector, BOE displayed a 44.8-inch PHUD smart cockpit with 9K resolution and Mini LED backlighting, redefining smart driving interaction [8] - The company also introduced a 105-inch paper-like variable display for cultural exhibitions, showcasing the fusion of technology and culture [10] Group 4: Sustainability Initiatives - BOE presented zero-carbon products and carbon neutrality solutions, emphasizing its commitment to green development [10] - The chairman of BOE called for industry collaboration on innovation, global synergy, and AI integration to promote sustainable development in the display industry [10]