LED backlight market is shrinking, OLED wave is coming, how should enterprises break?

Strike against the water, and squat back. Throughout the current LED backlight market, every backlight company is trying to support it, and does not want to be washed away by the tidal tide. For the current backlight market, it can be said that there is more than one thing. What is the current environment of the backlight? In such an environment, how can companies break down?

The market is shrinking, the OLED wave is coming

LED backlight applications have been used as one of the main applications of LEDs, mainly used in mobile phone display panels, LCD TVs, monitors, notebook computers, and tablet computers. It was once the largest application market for LEDs.

However, since 2010, the large size and splendor, the LED brightness has increased, the number of pixels has decreased, and the low-cost direct introduction has been introduced. After the penetration rate has been 70%, the “low-cost effect” has been further expanded, and the large-size LED backlight has been issued in 2013. Reversed. After that, the output value showed a cliff-like decline. .

According to research data, backlight application has been an important growth engine and technology incubator for the LED industry in the past five years. The output value has reached a peak from 3 billion US dollars in 2011 to 2013, but has since turned sharply. Starting from 2014, two consecutive years of cliffs The decline in output value by 2015 is almost half of that of 2013.

LED backlight market is shrinking, OLED wave is coming, how should enterprises break?

In addition to the shrinking of the original market, OLEDs, which are known as substitutes, have begun to capture media layouts frequently. In addition to the long-established Korean factories, a new generation of Apple will enable OLED messaging and make the OLED layout war.

According to relevant data research institutions, the OLED market is already on the eve of the outbreak, and OLED is expected to account for 30% to 40% of the total display market in the next decade. The huge market space has endless appeal, and manufacturers from all walks of the OLED industry chain are involved.

How do you rise against the enemy?

The fact is that the terminal application requirements of the backlight itself have been saturated, there is no wider estuary, and the challenger OLED has been squinting at the door, ready to cut from small size to medium size.

In the market environment where such internal and external threats are threatened, is there no way for LED backlight companies to have a way out? the answer is negative. As the saying goes, there is no bad industry, only bad companies. According to the insiders of the industry, there is a company called megacode electronics that has become a dark horse in the backlight field. The performance improvement in recent years has been quite large, causing concern in the industry.

It is understood that Megacode was the first design company in China for R&D Technology (MTK), and also a designated third-party design company and motherboard supplier for many famous brands such as PHILIPS, TI and other domestic ODMs.

They have entered the LED backlight since 2009, and have conquered many domestic TV and panel giants such as TCL, Changhong, Huaxing, AUO, Ruiyi and Haoyu by virtue of R&D strength and quality, and have become the most qualified suppliers of first-line brands. One of the backlight companies.

In March of this year, it stood out from TCL and Changhong's 2015 excellent supplier evaluation. Its latest research and development of quantum dot products has been applied to TCL's newly launched C2 products and won the Red Dot Award this year. The application of OD18 products on Changhong QHIC3 has also been a great success.

Of course, successful companies like Megaelectronics are not one or two. There may be many more. They are not as low-key as they are, but they belong to the brand, because they focus on providing customers with as much as possible. The industry's most competitive leading products.

As Ma Yun said, the reasons for success are always strikingly similar, and the reasons for failure are different. The success of a company depends not on overwhelming publicity but on its excellent management mechanism and core technology. For the current highly competitive backlight market, if companies want to have a place in the future, they must have a strong internal strength to be invincible in this hot and hot market.

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