China's commercial display industry market data released in Beijing

On the afternoon of August 30th, the "2022CPDC China Commercial Display Industry Research Conference" organized by RUNTO was successfully held in Beijing Lianghui Speech Eloquence Bookstore. The conference invited guests from upstream and downstream commercial display companies and associations such as BOE, Lenovo, Tongfang, CVTE, Honghe, TPV, Wenxiang, Corning, Huike, Hanwang, LG, and Yiguang Technology. In the form of a seminar salon, everyone Let's share ideas and collide with each other.

RUNTO COO Wang Yuhong gave an opening speech

As the host of the conference, Ms. Wang Yuhong, COO of RUNTO, first shared with you the typical application scenarios and market size of the commercial display market in recent years. In 2022, the global typical commercial display product market size will reach nearly 73 billion US dollars . However, there is still a gap between the implementation of smart scenarios on a global scale and the expected implementation of smart ecosystems planned by major countries. In the future, China's commercial display companies can improve the industry competition threshold of products by changing the technological added value of their products, thereby promoting a faster and more benign development of the commercial display industry.

Zheng Haiyan: Opportunities and Challenges of Commercial Display in Smart Scenario Applications

Ms. Zheng Haiyan, chief analyst of RUNTO PID supply chain research, delivered a speech entitled "Opportunities and Challenges of Commercial Display in Smart Scenario Applications". She concluded that the current multi-line parallel layout of the commercial display industry is reflected in the diversified development of technologies, the new growth paradigm of participating companies, and the integration of solutions and products. In 2022, the market size of China's typical commercial display products (including commercial TVs, digital signage, interactive flat panels, splicing screens, small-pitch LED screens, and projectors) will reach 141 billion yuan, and the overall market size including other innovative products will exceed 3,000 yuan. billion. It is estimated that by 2026, the market size of typical commercial display products in China will exceed 220 billion yuan, and the overall commercial display market size will exceed 650 billion yuan, with a compound annual growth rate of 17%. Next, Ms. Zheng Haiyan considered the development of education, conference, cultural tourism, transportation, security, community, retail and other industries in the "White Paper on the Development of All-Scenario Application of the Commercial Display Industry in 2022". , social innovation, user concepts and other aspects of the environment, the intelligent scene innovation of commercial display products can be called the right time.

Wen Jieyu: Current Situation and Pain Points of LCD Digital Signage Demand in China

Next, Wen Jieyu, a senior analyst at RUNTO, gave a keynote report on "China's LCD Digital Signage Demand Status and Pain Points". In the first half of 2022, the shipment of LCD digital signage in mainland China was 259,000 units, down 49.7% year-on-year, basically the same as the same period in 2020, and the overall market demand was low. Among them, indoor products declined significantly, with a drop of nearly 62%. Wen Jieyu believes that domestic digital signage manufacturers are currently mostly stuck in hardware production, and their products and services are not mature enough. Pure hardware price competition leads to serious homogeneity, which is also the bottleneck in the development of domestic digital signage for many years. an important factor in breakthroughs. The breakthrough may be to proactively lead customers to understand and utilize the more valuable added value of digital signage.

Zhai Liyuan: Typical Product Application of Smart Security in Chinese Homes

Afterwards, Ms. Zhai Liyuan, a senior analyst at RUNTO, delivered a speech entitled "Typical Product Application of Smart Security in Chinese Homes". In 2022, the overall scale of China's security industry will be close to 760 billion yuan, a year-on-year increase of 12.9%, mainly due to the promotion of the macro environment, the collaboration between the upstream, midstream and downstream of the industrial chain, and the continuous release of incremental market demand. From the perspective of the market structure of security products, video surveillance ranks first, accounting for about 49%; access control ranks second, accounting for 16%. In terms of typical products, security display equipment, surveillance cameras, and smart door locks have all maintained a growth trend. In 2022, it is expected that the scale of China's security display equipment will reach 28.6 billion yuan, a year-on-year increase of 18.5%; the retail scale of surveillance cameras will exceed 20 million units; the market size of smart door locks will reach 17.35 million units, a year-on-year increase of 2.4%. With the hardware upgrade of the security industry and the implementation and application of emerging technologies, it is expected that China's security industry will maintain a growth trend in the next five years, exceeding 1 trillion yuan in 2025.

Yu Lihong: Summary and Forecast of Smart Conference Display Equipment

After the coffee break, Ms. Yu Lihong, a senior analyst at RUNTO, delivered a speech titled "Summary and Forecast of Smart Conference Display Equipment". She first released data. In the first half of 2022, the overall market size of China's interactive tablet products dropped to 556,000 units, of which 224,000 units were in the commercial sector and 332,000 in the education sector, a year-on-year decrease of 31.4%. Next, Ms. Yu Lihong shared insights on display products in the smart conference scenario. The smart conference industry will be worth about 37 billion yuan in 2021. At this stage, display devices such as projectors, commercial TVs, large-size interactive tablets, and Pad products in the smart conference scenario have their own differentiated advantages, and will coexist for a long time for a certain period of time. Looking at the whole year of 2022, the scale of display devices in China's smart conference scenarios will exceed 2.5 million units, and it is conservatively expected to exceed 3 million units in 2026, with a compound annual growth rate of more than 5%.

Zhang Ning: Development Path and Supply Chain Analysis of Electronic Paper

Mr. Zhang Ning, senior analyst of RUNTO, brought the hottest electronic paper supply chain analysis. Zhang Ning said that since the beginning of this year, electronic paper technology, as an emerging display technology, has received extensive attention from governments, enterprises and consumers around the world, and the market scale has achieved rapid growth. In the first half of 2022, the global electronic paper module market shipments reached 120 million pieces, a year-on-year increase of 25%. 2-3 inch modules are still the mainstream in the market, with an average price of US$3/piece, and an average price of more than 6 inches over US$80/piece. The entire module market reached US$700 million in the first half of the year, an increase of 27.3% over the same period last year. . From the perspective of product categories, electronic paper labels, as the core terminal application of electronic paper, achieved global shipments of 109 million pieces in the first half of the year, a year-on-year increase of 28.2%. As the most potential product application in terms of shipment area, electronic paper tablets shipped nearly 6 million units worldwide in the first half of the year, and 520,000 units were shipped through omni-channel in the Chinese market, with an amount close to 1 billion yuan. Looking forward to the future, the electronic paper industry will achieve explosive growth in multiple scenarios such as smart retail, smart office, smart education, and smart government affairs.

Zheng Haiyan: The Role and Opportunity of Self-Service Devices in the Commercialization of New Retail

At the end of the conference, Ms. Zheng Haiyan elaborated on the role and opportunities of self-service equipment in the commercialization of new retail at the request of business friends. With the gradual popularization of the "non-contact concept", the demand and product form of self-service equipment in various social places in China are showing a trend of diversification and intelligence. In the first half of 2022, the market size of self-service products including self-service ordering machines, self-service cash registers, and self-service vending machines will be close to 30 billion yuan, of which self-service ordering machines account for the largest proportion, with a market size of nearly 14 billion yuan.

Purpose of China Commercial Display Industry Research Conference

At the press conference, as a local market research agency in China, RUNTO also released market data on other commercial display categories. In the whole year of 2022, the market size of China's projectors, commercial TVs, and large screen walls (including LCD splicing screens, DLP splicing screens, and small-pitch LED screens) will reach 69.1 billion yuan, 8.2 billion yuan, and 27.8 billion yuan respectively.

On the whole, the commercial display industry, as a vertical track that has attracted much attention from capital, technology and market in recent years, has become one of the fields with the most abundant resources in the display industry chain. Although the global economy is going through the most difficult time, commercial display companies are still trying to remain resilient and are looking for breakthrough opportunities amid the challenges. The original intention of RUNTO to hold the press conference is to share industry data in a timely, accurate and periodic manner, provide a basis for business decision-making for commercial display companies, and accompany them to explore the integration of product innovation and scene development. road.