Forecast Of The Market Development Prospects Of China's Light Guide Plate Industry in 2021

(1) Development of the light guide plate industry: At the beginning of the development of the light guide plate industry, manufacturers of backlight modules carried out R&D and design of light guide plates by themselves. The R&D and design capabilities of light guide plates were the core competitiveness of backlight module manufacturers. In the industry, there is a phenomenon that light guide plate and backlight module manufacturers bind domestic or regional LCD module manufacturers.

In the 1990s, Japanese manufacturers took the lead in the industrialized production of LCD panels and formed a complete upstream and downstream supply chain system for LCD panel manufacturing. Companies such as Japan's Chaya Kogyo and Omron have emerged to produce supporting backlight modules. In 1997, the Asian financial crisis broke out. With Samsung Display and LG Display investing in the construction of large-size LCD panel production lines, Taishan Technology, Xixin Electronics, e-LITECOM, Starline, DS Optoelectronics, etc. appeared in South Korea for supporting backlight module production. Business.

CICC Corporate Credit International Consulting announced the "Market Development Strategy Analysis and Investment Prospects Special Forecast Report of China's Light Guide Industry from 2021-2027"

At the beginning of the development of the light guide plate and backlight module industry in Taiwan, benefiting from Japan’s industrial transfer and technological output, as companies strengthen their independent R&D and innovation capabilities, Taiwanese companies have made rapid progress in the production of light guide plates and backlight modules. In the development of the industry, there have emerged backlight module manufacturers such as Ruiyi Optoelectronics, Zhongqiang Optoelectronics, Fuxiang Industrial, Keqiao, Naipu, Dayi Technology, and Jinmingshan, which specializes in the production of light guide plates.

With the development of my country's LCD panel manufacturing industry and the transfer of global LCD panel manufacturing capacity to my country, Taiwanese backlight module manufacturers have invested in factories in mainland China in order to stay close to customers and reduce costs. The output of local backlight module manufacturers in Japan and South Korea has gradually declined. Desktop monitors, notebook computers, tablet computers, LCD TVs and other fields are rapidly developing LCD devices in the direction of ultra-thin, narrow bezel, high resolution, and low energy consumption. The requirements for specialization and division of labor are increasing. Companies specializing in the production of light guide plates Produced and developed along the way. Domestic companies specializing in the production of light guide plates in my country have gradually emerged with advantages in product costs and technology, and have grown into companies with certain competitive advantages.

The profitability of light guide plate manufacturers is directly related to many aspects such as their own research strength, product terminal application models, customer-oriented groups, and internal cost control level. Generally speaking, light guide plate manufacturers that have strong independent research and development capabilities, high internal management efficiency, advanced production systems, applied to high-end models, and entered the supply chain of internationally renowned customers have relatively high profit margins; they do not pay attention to research, development, and production. LGP manufacturers that are backward and used in low-end models have lower profit margins.

After my country's local light guide plate manufacturers are recognized by downstream customers, they will gradually form an advantage gathering effect, which will attract more customers and promote the continuous increase of the concentration of the light guide plate industry. With the development of technology and the improvement of product quality, my country's local light guide plate manufacturers can further compete with foreign companies for high-end market share with higher profit margins in the future, forming an effective replacement for foreign-funded enterprises’ products, and will also serve my country’s local light guide plates. The development of enterprises has freed up market space.

Industry chain analysis: The upstream industry of light guide plates is mainly the production and processing industries of polymethyl methacrylate (PMMA) plates, polymethyl methacrylate styrene copolymer (MS) plates, polystyrene (PS) plates and other optical plates. The main downstream application of the light guide plate is the backlight module. The light guide plate is used to assemble the backlight module, the backlight module and the liquid crystal display panel can be assembled to make the liquid crystal display module/screen. The liquid crystal display terminal products cover the field of consumer electronics and professional display electronics, mainly including desktop monitors and notebook computers , LCD TVs, tablet computers, automotive and industrial control and other fields. At the same time, the light guide plate can also be assembled with LED light sources to make lamps.

The backlight module manufacturer is a backlight module manufacturer or a liquid crystal display module manufacturer. Liquid crystal display terminal products are updated quickly, market demand is changeable, delivery cycle is short, and quality requirements are high, which puts forward higher requirements for the R&D and production of light guide plate manufacturers. Backlight module and large liquid crystal display module manufacturers must go through a strict, complex and long-term certification process when selecting suppliers. They must inspect the supplier’s R&D capabilities, process technology, product quality, supply stability, response speed, etc. on the spot, and then Cooperate with them in the form of qualified suppliers. When cooperating with a specific model, the light guide plate manufacturer conducts R&D and design according to customer needs, and after proofing, trial production, inspection and other procedures, the customer officially places the order. Generally, once a light guide plate manufacturer passes customer certification and becomes a qualified supplier, it can form a highly trusted and stable supply chain relationship with downstream customers, and it will not change easily.