Key standards for smart screens are released, leading high-definition display companies have a golden brand name

On July 24, the "2020 Smart Screen White Paper" was officially released. As an emerging large-screen product form, smart screens have attracted widespread attention from the industry and consumers since their inception. The release of this white paper will accelerate the formulation and implementation of relevant standards and promote the healthy development and rapid popularization of the smart screen industry. Listed companies related to the industry chain such as Ledman Optoelectronics (300162) and BOE A (000725) will usher in a new round of development opportunities.

Since its launch, smart screens have maintained high popularity, and their rich functions have redefined the large screen ecosystem. Currently, ultra-high-definition video is entering a rapid development track, and the demand for large-size display equipment with ultra-high-definition quality will increase day by day. Smart screen products have established development targets at this time, making smart screens the leading development direction of large-screen entertainment in the future, and providing the right background.

It is understood that the "2020 Smart Screen White Paper" outlines the new user experience brought by smart screen products and ecology, puts forward ideas and suggestions for improving key standards and testing and certification systems for smart screens, hopes to provide reference for all participants in the smart screen ecology, and calls on all parties to open cooperation, strengthen industrial collaboration, and support the sustainable and healthy development of the smart screen industry. The release of the white paper not only clearly defines smart screens in terms of concepts and functions, but also provides manufacturers with a clear direction in the early stages of industry development, avoiding the early barbaric growth that is common in many products and providing norms for the industry.

Driven by cutting-edge innovative technologies such as 5G and artificial intelligence, the connotation and extension of the smart screen industry will continue to expand, boosting the rapid development of ultra-high-definition video, home full-scenario interconnection and intelligent services, and more new business forms and applications will emerge in the industry. Tianfeng Securities’ previous research report analysis shows that it is optimistic about the future functions and product upgrades of smart screen products. The value of the screen as the entrance to various Internet of Things scenarios will continue to increase. The volume and upgrade of the hardware end are one of the major investment opportunities in the industry chain. The continuous upgrading of smart screens will drive demand for high-end displays. Pay attention to listed companies related to the display industry chain such as BOE A and Ledman Optoelectronics.

BOE is a member of the "2020 Smart Screen White Paper" working group. It is the world's leader in LCD panels and is currently the world's largest LCD screen supplier. The sales and market share of its five major mainstream products, including smartphone LCD screens, tablet computer displays, laptop displays, monitor displays, and TV displays, continue to rank first in the world. Public information shows that BOE is also a supplier of Huawei smart screen panels. It is understood that BOE continues to invest in smart systems and emerging application fields. It has core software and hardware technologies and representative products in smart finance, smart retail, smart transportation, art screen painting, smart medical engineering and other industries, which can form new growth points in the future.

Ledman Optoelectronics (300162) is a leading company in Micro LED, focusing on large-size Micro LED ultra-high-definition display products based on COB technology. This product is colorful, safe, reliable, and flexible in splicing. It is a professional choice for large-size high-definition displays over 100 inches. At present, Ledman Optoelectronics' Micro LED ultra-high-definition screens have been widely used in various application scenarios including high-end conferences, big data centers, intelligent command centers, monitoring centers, exhibitions, education and teaching, culture and entertainment, telemedicine, home theaters, etc. Today, as 5G becomes more and more popular, Ledman Optoelectronics' 8K Micro LED display can better meet the needs of ultra-high-definition smart display in the 5G era. It is undoubtedly an excellent display terminal in various work and life scenarios. In terms of market performance, Ledman Optoelectronics has performed strongly recently and technically bucked the trend last week.

It is worth mentioning that Ledman Optoelectronics released the LEDHUB smart conference system last year. Compared with traditional video conferencing systems, the conference system has built-in Micro based on COB technology. The LED ultra-high-definition display has the advantages of high protection, high reliability, high definition, excellent picture quality, and low energy consumption. The three-dimensional scene display is more realistic and can convey detailed information far beyond ordinary pictures. Massive complex data can be intuitively presented and can be viewed on the same screen. It can be better used for social security monitoring, emergency command center system integration and data presentation, video command systems, video conferencing, etc. The conference system also realizes rich and powerful functions such as whiteboard writing, file management, video conferencing, and wireless screen sharing. It solves the pain points of ordinary conference rooms such as unclear whiteboards or projections, inability to connect, inconvenience in writing, and lack of remote control. It creates a new smart conference ecology with six machines (projector, electronic whiteboard, high-definition cinema, computer, video conferencing, and mobile phone) integrated into one, and one machine has multiple uses.

Relying on the technical advantages of ultra-high-definition smart conference systems, Ledman Optoelectronics will strongly enter the field of high-end video conferencing, opening up new growth space for the company. According to the "2019-2023 China Video Conferencing Industry Market Analysis Research Report" released by the New Thinking Industry Research Center, from 2011 to 2017, the scale of my country's video conferencing market continued to grow, with an average annual compound growth rate of 19.5 %, by 2018, the size of my country's video conferencing market reached 16 billion yuan, a year-on-year increase of 20.4%. In the future, driven by demand from the government, enterprises and institutions, etc., my country's video conferencing market will continue to grow at a rapid rate.

Compared with the previous generation of smart TVs, smart screens have achieved more expansion in functions such as human-computer interaction, network services, and terminal linkage. With the gradual commercialization of 5G, driven by the market demand for smart screens and the evolution of ultra-high-definition technology, the high-definition display market will usher in a new round of development opportunities. In February this year, Ledman Optoelectronics released a new generation of ultra-high-definition 0.6mm pitch Micro LED display based on COB technology, which can be modularly spliced ​​and customized according to customer needs in various industries. Industry analysts believe that Ledman Optoelectronics' new generation of 0.6mm pitch Micro LED is a perfect match for 5G's ultra-high-definition video applications, and can meet the needs of various ultra-large display applications for professional and commercial displays.