Analysis of the Development Trend of the Upstream, Middle and Downstream Industry Chain Market in the TFT-LCD Industry in 2023 and Evaluation and Prediction of Market Size in Segmented Application Fields

1. Competition analysis of TFT-LCD new display technology: New displays are the core basic industry in the new generation of information technology, and have fundamental, pioneering, and strategic significance for the intelligent development of the global economy and society. According to the "Key Products and Services Guidance Catalogue for Strategic Emerging Industries (2016 Edition)" released by the National Development and Reform Commission, high-performance amorphous silicon (a-Si)/low-temperature polycrystalline silicon (LTPS)/oxide liquid crystal display (TFT-LCD) panel products belong to the key products of strategic emerging industries; According to the "Classification of Strategic Emerging Industries (2018)" released by the National Bureau of Statistics, display device manufacturing belongs to the electronic core industry of the new generation of information technology industry.

The new type of display has entered a period where TFT-LCD is the mainstream, and diversified display technologies such as AMOLED, MiniLED, MicroLED, quantum dots, and laser display compete and coexist with each other. As an important component of the current next-generation information technology field, the strategic position of the new display industry is more prominent. As South Korean companies shift their focus to the OLED industry and gradually exit TFT-LCD, China's LCD panel production capacity ranks first in the world. In the future, LCD production capacity will continue to shift to China, and the position of Chinese display panels in the TFT-LCD market will become increasingly stable. TFT-LCD has certain advantages in terms of technological maturity, cost, and yield, and is suitable for all product markets. It is the mainstream technology for products such as televisions, desktop displays, laptops, mobile phones, car displays, industrial control displays, and smart interconnections.

In the context of the continuous expansion of display application scope and diversified display demands in the future, TFT-LCD and AMOLED, as the main technology categories in the market, will meet the display needs in different scenarios with various display technologies such as Mini/MicroLED, coexisting and competing with each other for a long time. At present, TFT-LCD occupies a leading position in the display field with its unique advantages of mature technology, stable quality, and high cost-effectiveness. In 2021, LCD production capacity accounted for about 93%. AMOLED has the characteristics of lightweight, high contrast, low power consumption, and flexible display, and its penetration rate in high-end smartphones, wearable devices, and other markets is rapidly increasing.

As an improved technology based on TFT driver, metal oxide panel technology has higher electron mobility and transmittance, better uniformity and stability compared to a-SiTFT-LCD, and can achieve high resolution, high refresh, narrow border, low power consumption and other characteristics. It is widely used in high-end notebook computers, esports displays, tablets, etc