Views: 160 Author: Site Editor Publish Time: 2021-08-20 Origin: Site
LED display industry half-yearly inventory listed companies earnings summary
Along with the post-epidemic era, 2021 has completed a large part of the year. For the LED display industry also highlights several characteristics, there are more companies layout LED display market, chip shortage or become the norm, large project cases more concentrated in the hands of the giants, this article on the first half of the development trend, new products, cases and earnings of listed companies to do a comb.
LED display industry development into a "new pattern"
First of all, review a set of data, in 2020 China commercial LED display large screen sales of 49.4 billion RMB, down 4.0% year-on-year. Among them, small-pitch LED sales of 11.8 billion yuan, an increase of 14.0% year-on-year; IDC expects that in 2021, commercial display market sales reached 60.4 billion yuan, an increase of 22.2% year-on-year, LED small-pitch and education, business interactive whiteboard will become the focus of the market.
The past six months have been a mixed bag for the LED display industry. Affected by the overseas market, due to the shortage of raw materials, chips and other prices all the way up, another number of small and medium-sized enterprises "like a year".
LED display upstream suppliers, IC chip manufacturers product market prices are speculated up to four or five times! "Some manufacturers are already brewing the sixth or seventh price increase in a year!" "Upstream IC manufacturers, at least thirty points of gross margin improvement!" LED IC industry a demand, price, capacity, expansion cycle is opening is already a fact. To IC supply and demand as the center, MINI era, upstream, terminal how to reshape the market pattern will test the future development of the industry.
Various enterprises accelerate the process of LED display
Long-term commitment to the commercial display market of local color TV companies, into the "LED large display" technology era, has become a consensus. Traditional home appliance department Hisense, Konka, Skyworth and other brands, especially Hisense commercial display in July this year released Hisense small pitch LED new products, officially entered the LED industry; Chongqing Konka semiconductor photoelectric industrial park Micro LED has achieved small batch trial production; Skyworth Wuhan Mini LED display industrial park project with a total investment of 6.5 billion yuan, will realize the whole industry chain LED display production and R & D Layout.
In addition to the conference flat panel leading brother MAXHUB launched a new generation of micro-pitch LED display products M26 series and seamless large-screen display command center solutions.
In July BOE announced the launch of a new P0.9 glass-based MiniLED display products, with tiny LED crystal particles as pixel light-emitting points, equipped with the world's first active mass production, low power consumption, ultra-high bit count active display drive technology. It is reported that based on the leading glass-based display technology and advanced micron-level packaging technology, the active drive method is used to achieve 1000nits high brightness, millions of ultra-high contrast ratio and 115% NTSC ultra-high color gamut, with the advantages of no screen flicker, low power consumption, etc., and can also achieve pure black seamless stitching.
Companies rise to the occasion
In March, the GQY Vision 2021 marketing promotion meeting with the theme of "second venture, start a new journey" was held in the International Conference Hall of Suzhou Tongli Lake Hotel to summarize the review of 2020, look forward to planning 2021, and vow to complete the goals set in 2021!
In May, TPV all-screen showroom opening and project signing ceremony was held, Wuhan Caidian People's Government Governor Hao Shengyong and leaders of all levels, TPV Technology Vice President and OBM China MNT/PD/HTV BU General Manager Chen Tao, TPV Technology OBM senior consultant Zhou Weijun, Wuhan TPV General Manager, Edmund Technology General Manager Yan Lidong and industry partners attended the event to witness the official opening of the all-screen showroom and enjoy the charm of the all-screen!
In May, Chau Ming Technology and BOE signed the "Strategic Cooperation Agreement", the two sides jointly funded the establishment of Shenzhen BOE Intelligent Optical Display Technology Co.
In June, the U.S. District Court for the Eastern District of Texas made a final judgment on the case of intellectual property infringement of LED display products exported by Abbyson to the U.S., Abbyson won the case against Ultravision.
In July, Lazard Group signed a strategic cooperation agreement with TCL Huaxing. The two sides will carry out comprehensive and in-depth cooperation in four major fields: Mini LED backlight, Micro LED direct display, LCD commercial display, PCB and other integrated circuit devices.
In July, the mid-year summary meeting of Lianjian Optoelectronics 2021 was held in Lianjian Optoelectronics factory in Huizhou. The meeting fully affirmed the achievements of the company in the first half of the year, deeply analyzed the shortcomings of each department, put forward corresponding improvement measures, and made key deployment for the second half of the year.
LED display case multi-point flowering
LED display in full-screen construction applications, empowering the wisdom of the exhibition hall NU, to create a data visualization wisdom platform. Create information technology "party construction propaganda position"! According to different scenes designed different area, shape, function of the LED display screen. Future City constructs an immersive hub commercial body, visual effect and commercial value at the same time.
Naked eye 3D outdoor screen to create "Chongqing Light", the project in Chongqing Midland Plaza. The project lights up together with the New Year light show of Liangjiang New Area, forming a bright and beautiful display with the themes of "magic forest", "track through the forest", "urban canopy" and "naked eye 3D". "naked eye 3D" as the theme of the beautiful scenery.Shenzhen Atop Led Opto Electronic Co., Ltd, the main business outdoor energy-saving LED display screen, the advantage is to compare the traditional LED display screen to save more than 50% of electricity. With a unique design scheme, the circuit design of electronic components, reduce the heat of the LED display, thus reducing the light attenuation of the LED display. Extend the service life of the LED display.
LED Display 2021 H1 Listed Company Earnings
Continuum Microelectronics Technology: first half revenue of 2.932 billion yuan
On the evening of August 8, Chau Ming Technology released its 2021 half-year report, the company achieved revenue of 2.932 billion yuan, up 57.57% year-on-year; net profit attributable to shareholders of the listed company was 90.049 million yuan, up 14.38% year-on-year. Deducted net profit of RMB 48,979,500, up 9.86% year-on-year
The five Mini LED production lines expanded by Chau Ming Technology in the first half of the year have started production, and the second phase of the Mini LED-based Daya Bay project is expected to officially launch the production ceremony within this month, gradually realizing the capacity climb. It is expected that this year, its Mini LED production capacity will meet 400 million to 500 million yuan in sales.
Aotuo Electronics: first half revenue of 380 million yuan
August 9, Otto Electronics latest disclosure of the semi-annual report shows that Otto Electronics benefit from the LED video display system revenue increase, the first half of the operating income of 380 million yuan, an increase of 3.97%. Among them, Alto Electronics Mini LED display products orders of the relative share and absolute number of continued double growth, Mini LED in LED display products orders increased to more than 60%, compared to the full year of 2020 increased by 12%, Mini LED display products contract amount exceeded last year's full year.
AOTO Electronics increased the penetration of niche markets, LED display business operating income rose 59.95% year-on-year; overseas market operating income rose 22.98% year-on-year, mainly due to the company strengthened the film and television filming field solution capabilities and increase niche market development efforts.
Dongshan Precision: Revenue of 14.005 billion yuan in the first half of the year
August 11, Dongshan Precision East released its 2021 half-year report, the company achieved operating revenue of 14.005 billion yuan, up 23.50% over the same period of the previous year; achieved net profit attributable to shareholders of the listed company of 605 million yuan, up 18.25% over the same period of the previous year; net profit attributable to shareholders of the listed company excluding non-recurring gains and losses of 531 million yuan, up 21.96% year-on-year .
In the field of Mini/Micro LED display, Dongshan Precision's layout has achieved certain results. Dongshan Precision Mini LED business is mainly divided into direct display RGB products and backlight products, Mini LED RGB direct display products orders are steadily increasing, Mini LED products applied to TV have started small batch shipments, Mini LED products applied to PAD and other products in small batch trial production.
Lehman Optoelectronics: first half revenue of 568 million yuan
On the evening of August 12, Lehman Optoelectronics released its semi-annual report for 2021, the company achieved revenue of 568 million yuan in the first half of the year, up 44.51% year-on-year; net profit attributable to common shareholders of the listed company was 20,398,300 yuan, up 259.92% year-on-year.
Based on the continued explosion of Micro LED ultra-high-definition display products, Lehman Optoelectronics achieved a high sales growth of 147% in the first half of this year, with segment business revenue reaching 196 million yuan, further solidifying its position as the leader in the field.
Lianjian optoelectronics: first half revenue of 502 million yuan
On August 13, Lianjian Optoelectronics released "2021 Semi-Annual Report". 2021 first half year, Lianjian Optoelectronics achieved a total operating revenue of about 502 million yuan, a decrease of 15.02% compared with the same period of the previous year; achieved a net profit attributable to owners of the parent company of 0.72 billion yuan, an increase of 153.46% compared with the same period of the previous year, achieving a turnaround. After the company focused on the main business, the industry recovery and the implementation of various business policies have helped the growth of LED display business, but the rebirth of the enterprise is more inseparable from the customer recognition of the quality of Lianjian Optoelectronics.
Lilyard: first half revenue of 3.6 billion yuan
On August 19, Lazard disclosed its 2021 semi-annual report. In the first half of the year, Lazard achieved revenue of 3.601 billion yuan, up 24.16% year-on-year; net profit attributable to the mother was 285 million yuan, up 26.69% year-on-year. Among its major businesses, the intelligent display business accounted for 76% of revenue, with sales of RMB 2.738 billion, up 24.69% year-on-year.
In the first half of this year, Lazard successfully promoted Micro LED commercial display products and released Micro LED consumer TVs as scheduled. During the reporting period, Micro LED commercial display products contributed 103 million yuan in revenue, and 150 million yuan in new orders were signed this year.
Postscript: Will price increase become the new normal in LED display industry? From the dynamics of upstream enterprises and the increase in market demand, the price of LED screen products will still fluctuate, which will certainly force the accelerated development of national independent chips in the long run. Although the industry development is facing great challenges and pressure, from the first half of the financial data can be seen, China's LED screen enterprises for the industry to deliver a beautiful report card. I believe that in the near future, we will meet the new LED screen era!