Market orientation, led transparent screen emergin
Send: This station Date: 2019-10-18
Under the background of advocating energy conservation and environmental protection and building a beautiful China, the traditional LED display screen is under the influence of national policies in the development process, and is facing the challenge or restriction of development. For example, due to the light pollution of large outdoor display screens, or the city's "psoriasis" like impact on the city appearance and other reasons, some places have already issued regulations, which greatly restrict or even prohibit the installation of LED outdoor display screens. For the installed outdoor large screen, a measure of "dismantling" is taken. In this way, the development of the conventional LED display has caused a very unfavorable situation. But for the transparent screen, there is no such problem, rather, it is facing a rare development opportunity.
According to relevant data, the total area of China's modern glass curtain wall has exceeded 70 million square meters, mainly concentrated in urban areas. Such a huge amount of glass curtain wall is undoubtedly a huge potential market for LED transparent screen. Moreover, in recent years, with the advancement of modern urbanization construction in China, more and more buildings are built with glass curtain wall structure. The transparent screen, which is installed indoors, has unique characteristics of outdoor viewing, and can well avoid the review system of conventional display screen. Transparent screen, which is attached to the installation of glass curtain wall, is popular in the European and American market, which has always been very strict in environmental protection standards, in addition to the rise in domestic and foreign markets.
From national conditions to policies, to the dynamics of enterprises, this kind of sign seems to indicate that the transparent screen market is on the eve of the outbreak. It is expected that in the next three to five years, the transparent screen market is likely to usher in a period of rapid growth. But at present, there are not many display companies engaged in transparent screen production in the industry, and there are even fewer enterprises with transparent screen patent technology. Once there is a large amount of transparent screen Market in the future, for those pioneers in the industry, they are the first to cultivate in the field of transparent screen, and the enterprises with transparent screen patent technology undoubtedly have the first mover advantage and are more competitive.
For those enterprises without transparent screen technology reserve, they may be "excluded" from the transparent screen market. Therefore, listed companies such as ZM and abison can not only avoid patent disputes in the transparent screen market, but also obtain relevant patent technology through acquisition or equity participation, so as to rapidly occupy the market with their own strong strength.
Finally, it is worth mentioning that at present, in addition to abison and Zhou Ming, there are more rumors in the industry. Another listed enterprise in the industry is also actively planning to acquire a transparent screen enterprise with competitive advantage in the transparent screen market. Does the frequent action of listed companies mean that led display will become a transparent screen in the future?
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