Research into Automotive Display: 10-Billion-Yuan Automotive Display Market Is Thriving.
In this report, those are analyzed and studied such as the market size, installation rate, display technology, development trends and suppliers of automotive displays (incl. cluster display, center console display, etc.).
The Center Console Display Shipments Rank First, and the Installation Rates of Rearview Mirror Displays, Rear Seat Entertainment Displays and Vehicle Control Displays Continue to Grow.
Being bound up with automobile sales, automotive display shipments worldwide edged down 1.5% year-on-year to approximately 159 million units in 2019 when auto sales continued a bearish trend. In 2020, the COVID-19 pandemic drags down global automobile sales (a like-for-like slump of 25.5% in H1 2020, and may recover a bit in H2 2020), with a projected year-on-year plunge of 20% or so. Against this, global automotive display shipments are expected to fall 12.1% year-on-year to 140 million units in 2020. In the long run, the automotive display market, however, will resume growth alongside intelligent connected vehicles at a gallop, with shipments projected to reach 180 million units by 2025.
In the Chinese market, the installation rate of console displays exceeds 80%, while full LCD cluster displays see the fastest installation rate, accompanied by a marked rise in installation rates of rearview mirror displays, HUD, center console displays, among others.
In 2019, the automotive display shipments of global panel vendors grew concentrated ever, especially the top five’s rose by 4.3 percentage points. JDI led the pack in the market, while Tianma Microelectronics, the largest Chinese automotive panel supplier, took the third place in the world with its shipments growing at a far higher rate than those of JDI and LGD; however, BOE saw the quickest shipment growth rate as high as 73.2%. Chinese players are growing strong.
Automotive Display Technology: Given LCD Overcapacity, Suppliers Are Racing to Develop New Technologies such as AMOLED
LCD still prevails in the automotive display market, but Japanese and Korean panel makers led by JDI and LGD have been gearing from a-Si products to LTPS and even AMOLED to suit to the changing automotive demand.
Moreover, the rapid release of new LCD capacities will lead to a severer oversupply, ever lower prices and less meager profits, forcing vendors to cut production and seek for a transition and even a retreat from the LCD market.
BOE: it announced at the end of 2019 that it would stop investing in LCD capacity, but focus on OLED and next-generation Mini LED and Micro LED instead, with a plan to spawn Mini LED in Q4 2020.
LGD: It will stop production of LCD panels in South Korea before the end of 2021 to slash losses.
AUO: It trims LCD capacity and quickens to develop new products.
With the CASE (connected, autonomous, shared, electrified) trend in the automotive sector, automotive displays tend to be bigger, and in the form of conjugate displays and multi-displays. The rising of novel automotive displays such as vehicle control displays and curved displays has brought opportunities to Chinese vendors. Major suppliers have rolled out new technical solutions like AMOLED and Mini LED successively in 2020.
LGD: In February 2020, it provided a digital cockpit based on an OLED curved display for the new Cadillac Escalade. In June 2020, it announced that it will develop a retractable display before 2024.
Tianma Microelectronics: The ACRUS technology, debuted in January 2020, raises the contrast to over 30,000:1 by laminating LTPS double-layer panels.
Innolux: In July 2020, it launched a 29-inch free-form curved display incorporating a cluster board and a CID display, and planned to achieve mass production in 2022.
TCL CSOT: In October 2020, the 48” 8K In-cell Touch AM Mini-LED backlight curved automotive display was released, as the first 5096 partition AM Mini-LED backlight and 100% NTSC display in the automotive industry and the world’s first 6.7” AMOLED cloud scroll display.
Automotive Display Installation: Integrated Displays Grow a Standard Configuration, and OLED/AMOLED Displays Begin to Penetrate in High-end Cars.
At present, automotive dual-displays or even triple-displays represent a trend. A larger display spans the entire center console, featuring the functionality involved with the copilot. As per the center console display configuration of Chinese passenger cars in 2018-2020, the installation rate of multi-displays was up from 0.3% in 2018 to 1.3% in Q2 2020. The interiors of Mercedes-Benz, Volkswagen, Chang’an and other models in 2020 reveal that dual-displays have almost become the standard.
The multi-display layout is basically available in models priced above RMB150,000, except Chang'an Benni E-Star launched in April 2020, a mini-car priced below RMB100,000 that has full LCD cluster & center console dual-displays, signaling the penetration of dual-displays into the medium and low-end models.
With the evolvement of intelligent connectivity technology, cars are growing to be mobile smart terminals. In addition to cluster & center console dual displays, HUD, electronic rearview mirror displays, copilot recreation displays, rear seat entertainment displays, and transparent A-pillars have emerged. HOZON U, for instance, launched in 2019, is equipped with a vehicle control display and transparent A-pillars besides dual displays. ENOVATE ME7 unveiled in September 2020 carries 5 high-definition displays including a cluster display, a center console display, a copilot display and dual displays in the rear row.
According to the concept models released by OEMs, curved displays will shine in the automotive display field in future. Luxury brand cars and new energy vehicles are first making use of OLED displays.
Previously, only small displays such as transparent A-pillars, and Audi virtual rearview mirror displays applied OLED. In 2020, some production models use OLED on large displays for center consoles and the copilot. Mercedes-Benz S-class launched in August 2020 is provided with a 12.8-inch OLED curved center console display; the 2021 Cadillac Escalade will be packed with the industry’s first large-size curved OLED cluster display; Nissan’s IMQ concept uses a 33.1-inch curved display; Audi-Aicon concept adopts a surrounded display.
In-vehicle Payment and ETC Market Research Report, 2024
Research on in-vehicle payment and ETC: analysis on three major application scenarios of in-vehicle payment
In-vehicle payment refers to users selecting and purchasing goods or services in the car an...
Automotive Audio System Industry Report, 2024
Automotive audio systems in 2024: intensified stacking, and involution on number of hardware and software tuning
Sales of vehicle models equipped with more than 8 speakers have made stea...
China Passenger Car Highway & Urban NOA (Navigate on Autopilot) Research Report, 2024
NOA industry research: seven trends in the development of passenger car NOA
In recent years, the development path of autonomous driving technology has gradually become clear, and the industry is acce...
Automotive Cloud Service Platform Industry Report, 2024
Automotive cloud services: AI foundation model and NOA expand cloud demand, deep integration of cloud platform tool chainIn 2024, as the penetration rate of intelligent connected vehicles continues to...
OEMs’ Passenger Car Model Planning Research Report, 2024-2025
Model Planning Research in 2025: SUVs dominate the new lineup, and hybrid technology becomes the new focus of OEMs
OEMs’ Passenger Car Model Planning Research Report, 2024-2025 focuses on the medium ...
Passenger Car Intelligent Chassis Controller and Chassis Domain Controller Research Report, 2024
Chassis controller research: More advanced chassis functions are available in cars, dozens of financing cases occur in one year, and chassis intelligence has a bright future. The report combs th...
New Energy Vehicle Thermal Management System Market Research Report, 2024
xEV thermal management research: develop towards multi-port valve + heat pump + liquid cooling integrated thermal management systems.
The thermal management system of new energy vehicles evolves fro...
New Energy Vehicle Electric Drive and Power Domain industry Report, 2024
OEMs lead the integrated development of "3 + 3 + X platform", and the self-production rate continues to increase
The electric drive system is developing around technical directions of high integratio...
Global and China Automotive Smart Glass Research Report, 2024
Research on automotive smart glass: How does glass intelligence evolve
ResearchInChina has released the Automotive Smart Glass Research Report 2024. The report details the latest advances in di...
Passenger Car Brake-by-Wire and AEB Market Research Report, 2024
1. EHB penetration rate exceeded 40% in 2024H1 and is expected to overshoot 50% within the yearIn 2024H1, the installations of electro-hydraulic brake (EHB) approached 4 million units, a year-on-year ...
Autonomous Driving Data Closed Loop Research Report, 2024
Data closed loop research: as intelligent driving evolves from data-driven to cognition-driven, what changes are needed for data loop?
As software 2.0 and end-to-end technology are introduced into a...
Research Report on Intelligent Vehicle E/E Architectures (EEA) and Their Impact on Supply Chain in 2024
E/E Architecture (EEA) research: Advanced EEAs have become a cost-reducing tool and brought about deep reconstruction of the supply chain
The central/quasi-central + zonal architecture has become a w...
Automotive Digital Power Supply and Chip Industry Report, 2024
Research on automotive digital power supply: looking at the digital evolution of automotive power supply from the power supply side, power distribution side, and power consumption side
This report fo...
Automotive Software Business Models and Suppliers’ Layout Research Report, 2024
Software business model research: from "custom development" to "IP/platformization", software enters the cost reduction cycle
According to the vehicle software system architecture, this report classi...
Passenger Car Intelligent Steering Industry Research Report, 2024
Intelligent Steering Research: Steer-by-wire is expected to land on independent brand models in 2025
The Passenger Car Intelligent Steering Industry Research Report, 2024 released by ResearchInChina ...
China Passenger Car Mobile Phone Wireless Charging Research Report, 2024
China Passenger Car Mobile Phone Wireless Charging Research Report, 2024 highlights the following:Passenger car wireless charging (principle, standards, and Qi2.0 protocol);Passenger car mobile phone ...
Automotive Smart Exteriors Research Report, 2024
Research on automotive smart exteriors: in the trend towards electrification and intelligence, which exteriors will be replaced by intelligence
The Automotive Smart Exteriors Research Report, 2024 r...
Automotive Fragrance and Air Conditioning System Research Report, 2024
Research on automotive fragrance/air purification: With surging installations, automotive olfactory interaction is being linked with more scenarios.
As users require higher quality of personalized, i...