LED companies are not easy to compete for small pitch market

Recently, the third quarter of 2014 financial report of listed companies in the LED industry has been released. The growth of revenue and net profit has become the main theme. When it comes to the reasons for the growth of performance, the analysis found that the expansion of the small-pitch LED market has become indispensable. A ring. For example, Lianjian Optoelectronics clearly stated in the financial report, V? Me micro-miniature small-pitch LED display products will become a powerful driving force for the company's performance growth in the future. From January to September, the product sales contract amount is nearly 150 million yuan; Liard's financial report also clearly shows that LED small-pitch TV orders have exceeded Complete the annual order plan and become the first of the four rounds of business. It can be said that in the LED display market where product homogenization is increasingly prominent and the price war breaks out, the small-pitch LED has become a rare bright color, which is the original driving force for many LED display companies to spare no effort to invest in small-pitch LEDs. . However, there are advantages and disadvantages in everything. Many manufacturers have made efforts to promote the rapid improvement of small-pitch LED display technology, and the competition in this just-initiated market is extremely fierce. Nowadays, not only the traditional LED display companies have invested heavily, but also the DLP splicing companies such as Weichuang, GQY and MMS. Moreover, although the small-pitch LED is a newly emerging technology, its lock is not an emerging application market, but an inherent application market for LCD splicing and DLP splicing. The market capacity is fixed, and the trade-off is inevitable. This means that if traditional LED display companies want to do the size and spacing market, they must not only bear the competitive pressure from the manufacturer level, but also bear the heavy responsibility of marketing the technical concept. First at the vendor level. In the indoor large-screen display application, the provision of featured solutions has become the consensus in the industry, and has already achieved initial results (for example, it is understood that Wistron clearly stated that the current sales revenue of the company, the total share of embedded software and solutions In the outdoor LED display application market, it still stays at the stage of selling products. In the market promotion, the marketing of manufacturers still mainly focuses on what specifications and large areas of products are purchased. From the role of selling products to selling solutions, traditional LED display companies have apparently been slower than half a shot, and with the enthusiasm of DLP companies for small-pitch LEDs, the market has been limited to traditional LED companies. Second, at the level of technology promotion. Although the small-pitch LED display technology has many advantages, it is also a disadvantage as an emerging technology. More importantly, the current indoor display application field not only lacks the mainstream display technology, but has excess liquidity before the suspect. DLP, the three major display battles of plasma, with the end of the plasma defeat, nowadays, small-pitch LEDs are coming, but to make the industry users generally accepted, open market visibility is not completed overnight. At present, in the indoor application field represented by video conferencing, security monitoring, exhibition display, etc., LCD splicing firmly holds the low-end and mid-end application market with its outstanding price advantage, and DLP splicing occupies high-end applications with outstanding seaming advantages. In the market, for small-pitch LEDs, if you want to stand on the ground, precision card is the key. As for the unique advantages, it is natural that traditional LED display companies can't shirk their responsibility, because the traditional DLP of small-pitch LED products is launched with defensive attitude. Enterprises, do not want the rise of small-pitch LEDs too quickly, threatening as the main DLP splicing products.

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