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| 深入分析液晶显示模组，化腐朽为神奇 |
| 发布日期：2019-8-15 浏览次数：1098 [返回上一页] |
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液晶显示模组行业存在痛点多 中小尺寸需求将持续释放
There are many pain points in LCD module industry, and the demand for small and medium size will continue to release.
液晶显示模组，是指将液晶显示面板和相关的驱动电路、背光源、集成电路等组件组装在一起而形成的模块化组件，其结构随下游产品应用对象的不同而有所差异。近几年，随着触控技术的发展，触摸屏在液晶显示器中，特别是中小尺寸液晶显示器上的应用越来越普遍，行业发展机遇与挑战并存。
LCD module refers to the modular components formed by assembling LCD panel and related driving circuit, backlight, integrated circuit and other components. Its structure varies with the application objects of downstream products. In recent years, with the development of touch technology, touch screen is more and more widely used in LCD, especially in small and medium size LCD. There are opportunities and challenges for the development of the industry.
目前，中国已成为全球液晶显示模组的主要供应国，国内各大厂商积极投资新建高世代生产线，积极扩大产能，提高产品供应能力。
At present, China has become the main supplier of LCD modules in the world. Major domestic manufacturers are actively investing in new generation production lines, actively expanding production capacity and improving product supply capacity.
不仅产量出现下滑，液晶显示模组行业出口规模也呈现下降趋势，主要是受全球电子产业发展放缓的影响。2017年上半年，中国液晶显示模组行业出口规模为119.20亿美元，同比增长仅有2.51%。
Not only did output decline, but the export scale of LCD module industry also showed a downward trend, mainly affected by the slowdown of global electronic industry development. In the first half of 2017, the export volume of China's LCD module industry was 11.92 billion US dollars, an increase of only 2.51% over the same period last year.
年上半年中国液晶显示模组行业出口规模情况（单位亿美元）
Export Scale of LCD Module Industry in China in the First Half of the Year ($100 million)
不过，值得一提的是，随着国内液晶产业技术进步，对国外的依赖程度明显下降，进口规模不断创下新低。2017年上半年，中国液晶显示模组行业进口规模为145.44亿美元，同比增长1.00%。
However, it is worth mentioning that with the technological progress of the domestic LCD industry, the dependence on foreign countries has declined significantly, and the scale of imports has continuously hit a new low. In the first half of 2017, China's LCD module industry imported 14.544 billion US dollars, an increase of 1.00% over the same period last year.
年上半年中国液晶显示模组行业进口规模情况（单位亿美元）
Import Size of LCD Module Industry in China in the First Half of the Year ($100 million)
现阶段来看，我国液晶显示模组行业发展主要存在以下四大痛点。
At present, there are four main pain points in the development of LCD module industry in China.
其一，技术依旧薄弱。中国虽然已成为全球第三大液晶面板生产基地，但本土厂商技术依旧薄弱，整体上仍处于技术追赶阶段，特别是在高端产品领域常年从韩国、日本、台湾等地进口液晶面板。
First, technology is still weak. Although China has become the third largest LCD panel production base in the world, the technology of local manufacturers is still weak, and on the whole it is still in the stage of technological catch-up, especially in the high-end product field, LCD panels have been imported from Korea, Japan, Taiwan and other places all the year round.
其二，液晶面板自给率偏低。尽管国内液晶显示器产业发展较迅速，产业规模不断壮大，国产化都不断提高，但是液晶面板的自给率仍然偏低，自给率仅为30%，产品对外依赖较大，一定程度上影响国内液晶显示器行业长远发展。
Second, the self-sufficiency rate of LCD panel is low. Despite the rapid development of domestic LCD industry, the continuous growth of industry scale and the continuous improvement of localization, the self-sufficiency rate of LCD panel is still low, only 30%. The products rely heavily on the outside world, which affects the long-term development of domestic LCD industry to a certain extent.
其三，产能过剩问题凸显。目前我国已建和在建的生产线有21条，年生产能力达5000万平方米，此外京东方、华星光电、中电熊猫等显示板大厂仍在大力布局高世代液晶显示板生产线，产业整体规模持续扩大。
Thirdly, the problem of overcapacity is prominent. At present, 21 production lines have been built and under construction in China, with an annual production capacity of 50 million square meters. In addition, large display panel factories such as Beijing Oriental, Huaxing Photoelectric and Zhongdian Panda are still vigorously laying out advanced LCD production lines, and the overall scale of the industry continues to expand.
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