The hottest 4W billion Ultra HD video industry pla

2022-07-24
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The 4W billion Ultra HD video industry plan is here for all you want

on March 1, the Ministry of industry and information technology, the State Administration of radio, film and television, and the Central Broadcasting Corporation jointly issued the action plan for the development of ultra high definition video industry (), which vigorously promoted the development of ultra high definition video industry and applications in related fields in accordance with the overall technical route of "4K first and 8K at the same time". On March 1, the Ministry of industry and information technology, the State Administration of radio, film and television, and the Central Broadcasting Corporation jointly issued the action plan for the development of ultra high definition video industry (), which vigorously promoted the development of ultra high definition video industry and applications in related fields according to the overall technical route of 4K first and 8K second. The plan is divided into two stages: by 2020, 4K TV terminals meeting the requirements of high dynamic range (HDR), wide color gamut, three-dimensional sound, high frame rate and high color depth will account for more than 40% of the total TV sales; By 2022, 4K TV terminals meeting the requirements of HDR, wide color gamut, three-dimensional sound, high frame rate and high color depth will be fully popularized, and the sales of 8K TV terminals will account for more than 5% of the total TV sales

what is 4K UHD

the most well-known 1080p HD video, 19201080 resolution, 2.07 million pixels; The 2K HD resolution of general cinemas is 2048x1080, with 2.21 million pixels; The 4K has a 4096x2160 resolution and 8.85 million pixels. In terms of pixels, 4K is 4 times that of 2K, and 8K is 16 times that of 2K. The resolution of 4K UHD is 4 times that of the original HD. The increase of resolution naturally means the increase of data volume. In the 4K era, the amount of data in one frame has reached 50m, which is why it is proposed to popularize 4K TV when 5g is about to be commercialized

how big is the market space for 4K TV

according to the overall technical route of the Ministry of industry and information technology, 4K first and 8K at the same time: by 2022, 4K ultra-high definition TV needs to be fully popularized

relevant data show that at present, there are about 600million TV sets in China, including about 110million ultra-high definition TV sets and about 250million global LCD TV sets. Assuming that the global 4K TV penetration rate will reach 40% in 2020 and more than 70% in 2022, the corresponding sales volume of 175million 4K TV sets. In the medium and long term, 4K TV has huge replacement space

in addition, the last round of home appliances going to the countryside was around 2010 (about 80million sets were sold). These TVs will enter the renewal cycle to provide short-term incremental demand

what impact does it have on the LED industry

the huge market demand will drive the popularization of mini LED backlight in the TV market and provide the source power for led enterprises' technology research and development

based on the fact that each 2-inch LED can supply 2.5 4K TVs, 175million 4K TVs need to consume 70million 2-inch epitaxial chips, equivalent to the demand of 5.8 million chips/month, accounting for 60% of the current domestic LED chip production capacity. With the demand of monitor and other LCD panels for mini LED backlight, it is expected that the demand for LED chips will double. As a new technology and product of LED chip, mini LED will start mass production in the world in 2019, and its output value is expected to show explosive growth in

the maturity of mini LED technology is expected to promote the great development of RGB display screen

with the large-scale production of mini LED backlight, it will drive the rapid maturity of mini LED chip technology and the growth of RGB industry chain. RGB Mini LED display screen will also be in large-scale production, driving a greater demand for LED chips. According to the global annual sales of 1million Mini led RGB large screens/oversized TVs, the corresponding demand for LED epitaxial chips is 25million pieces/month, which is 2.5 times the current domestic output of 10million LED epitaxial chips. At present, the global output of LED epitaxial chips is only 15.65 million pieces/month

led enterprises related to the industrial chain

mini LED chips: San'an optoelectronics/Huacan optoelectronics

as a leading enterprise in the domestic chip field, San'an optoelectronics has been committed to building a chip ecosystem that can be used around all surrounding application scenarios such as artificial intelligence, 5g, car service, IOT, etc. the investment amount of Quanzhou core valley of Nan'an base, which has caused a sensation in the industry, is as high as 33.3 billion, targeting miniled and microled technologies. In 2016, it began to develop microled technology, and then shifted its focus to miniled. In february2018, San'an optoelectronics signed an advance payment agreement with Samsung Electronics. Samsung will pay about US $16.83 million in advance for San'an optoelectronics to exclusively supply miniled chips to Samsung. According to insiders, San'an has developed micro LED products with a diameter of 20 microns; Meanwhile, San'an will also produce 4 micron led and 10 micron led flip chip, and will establish the first micro LED epitaxial chip and chip production line in the first quarter of 2019

Huacan optoelectronics has also made substantial progress in mini led and micro led technologies. Mini LED products have taken the lead in entering the market in batches and further expanded production. At present, Huacan optoelectronics Mini RGB chip products are shipped stably, and the market share is also steadily increasing. Huacan optoelectronics' LED chips have been successfully applied to influential conferences and commercial projects at home and abroad, such as Sopot forest opera house in Poland, Tianjin night of Davos forum, 2018 Hunan Satellite TV New Year Concert, etc

mini LED packaging: Guoxing optoelectronics/Dongshan precision/Ruifeng optoelectronics

Guoxing optoelectronics established a micro mini LED R & D center in March 2018, launched the first mini led in June, launched Mini LED backlight and other devices and mini LED backlight modules in August, and upgraded the RGB device business unit to RGB strategic management and control business unit in October. Just after the new year of 2019, a production expansion plan based on the new generation of LED packaging devices and supporting epitaxial chips was announced, and the scale of production expansion reached 1billion yuan

according to the 2018 semi annual report of Dongshan precision, led and its display devices accounted for 14.76% of the operating revenue, with a gross profit of about RMB 166million; The touch panel and LCM module accounted for 27.90% of the operating revenue, and the gross profit was about 259million yuan. Together, the two provided Dongshan precision with huge profits in the first half of the year, with a total gross profit of about 425million yuan. According to external analysis, the main purpose of Dongshan precision in streamlining the display and touch business and acquiring flex's PCB business is to focus most resources on the future 5g market and deeply cultivate the advanced PCB business with high technical barriers

Ruifeng optoelectronics is also expanding the application of miniled product series and making parallel exhibitions in smart, pad, laptop, TV, display and other display applications. At the same time, we carried out research and development of special equipment and common technologies for mini and microled, including mass transfer, phosphor deposition, blue light color conversion technology, etc. In april2018, a fund-raising plan with a scale of 467million yuan was disclosed, which was mainly used for SMD LED production expansion project, mini LED packaging production project and micro LED R & D project. According to the latest performance express of 2018 disclosed by Ruifeng optoelectronics, its main business of spray foaming process for industrialization has a good overall development trend, and the income of medium and large-size backlight products and special application products has achieved rapid growth

mini led RGB display screen: as a leading enterprise in the LED display field, lyad/Zhouming technology/abison

lyad also laid out the mini LED display field early and continuously expanded its application field, and continuously improved its comprehensive competitiveness by launching industrial intelligent display solutions, multi-channel business models, improving product differentiation performance, led small spacing technology innovation, etc. According to the data disclosed in the third quarterly report, the amount of newly signed orders and newly won projects was 9.25 billion yuan. Relying on the stable growth of the main business, it still achieved good results at the end of the year despite the deterioration of the economic environment

in 2018, Zhouming Technology launched the world's first UTV Ⅲ 176 inch commercial all-in-one machine, actively carried out the omni-directional layout of LED movie screens, developed LED display screens suitable for cinemas and meeting DCI international standards, and established relevant industry local amplification solution departments to make comprehensive preparations for LED's small space entry into the cinema market. In january2019, the Zhouming Zhongshan intelligent manufacturing base project with a total amount of about RMB 2.2 billion was announced to arrange production capacity in advance

at present, abison's business scope is mainly overseas. In the first half of 2018, the small spacing LED display product business achieved RMB 274million, a year-on-year increase of 111%, accounting for 28% of the total display orders, with a rapid development momentum

in addition, according to incomplete statistics, companies such as Aoyang Shunchang, Qianzhao optoelectronics and zhaochi Co., Ltd. are involved in the upstream chip field, and companies such as Hongli Zhihui and mulinson are involved in the midstream packaging field of the industrial chain. BOE has excellent heat resistance and environmental tolerance a, shentianma a, Lehman, alto electronics, vicino and other enterprises to ensure the safety of staff involved in the downstream application field of the industrial chain

4k is an application direction of 5g. 5g is the transmission carrier and 4K is the consumption upgrade. The ultra-high definition TV technology with 4K as the core will become another big wind in the 5g era. The popularization of 4K TV is also a part of the new infrastructure information

4k industries mainly include the following:

[4K TV and its core components] include 4K ultra-high definition chips, high-frequency circuit boards PCB, ultra-high definition panels, machine manufacturers, etc. This part is the largest and most beneficial part of the industrial chain

[4K intermediate transmission] includes ultra-high definition digital network transmission, edge computing, set-top box terminal equipment, etc

[4K content production] includes the development and operation of digital TV value-added services

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