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市場調查報告書

汽車顯示產業報告:世界與中國(2020-2021)

Global and China Automotive Display Industry Report, 2020-2021

出版商 ResearchInChina 商品編碼 973122
出版日期 內容資訊 英文 260 Pages
商品交期: 最快1-2個工作天內
價格
汽車顯示產業報告:世界與中國(2020-2021) Global and China Automotive Display Industry Report, 2020-2021
出版日期: 2020年11月13日內容資訊: 英文 260 Pages
簡介

由於與汽車銷售量密切相關,因此在2019年汽車銷售量持續看跌的情況下,全球汽車顯示器的出貨量比上年減少1.5%,降至1.59億輛。2020年COVID-19大流行削減了全球汽車銷量(2020年上半年類似下降25.5%,2020年下半年略有回升),同比下降約20%。相比之下,預計2020年全球汽車顯示器出貨量將同比下降12.1%至1.4億台。但是,從長遠來看,智能顯示器連接的汽車顯示器市場有望恢復增長,到2025年,出貨量預計將達到1.8億台。

在中國市場,控制台顯示屏的安裝率超過80%,整個LCD群集顯示器的安裝率最快,後視鏡顯示器,HUD,中控台顯示器等的安裝率也大大提高。

本報告調查了全球和中國的汽車顯示器市場,並分析了其輪廓,技術趨勢,市場狀況和製造商。

目錄

第1章汽車集群和控制台

  • 汽車集群
    • 簡介
    • 信息顯示
    • 分類
    • 發展歷程
    • 組裝
    • 產業鏈圖
    • 主要供應商的集群顯示產品
  • 控制台顯示
    • 控制台平台
    • 控制台分類
    • 控制台的主要佈局方法
    • 汽車顯示器的產業鏈圖
    • 主要供應商控制台產品
  • 車載顯示器
    • 車載顯示器的分類
    • 顯示技術的分類
    • 汽車集群顯示技術
    • 汽車集群顯示技術:TFT-LCD顯示
    • 汽車集群顯示技術:AMOLED顯示屏
    • 汽車儀表板顯示技術:迷你LED顯示屏
    • 汽車儀表板顯示技術:Micro LED顯示屏

第2章汽車顯示器配置數據

  • 車載顯示器的安裝
    • 在中國安裝乘用車雙屏顯示器:按應用
    • 中國乘用車車載顯示器的安裝率:按類型
  • 儀錶盤顯示器的安裝
    • 中國乘用車的機群安裝:按類型
    • 中國乘用車的機群安裝:按規模
    • 在中國為乘用車安裝完整的LCD集群
  • 安裝控制台顯示屏
    • 中國乘用車控制台顯示屏的安裝率
    • 中國乘用車控制台顯示屏的安裝率:按產品
    • 中國乘用車控制台顯示屏的安裝率:按尺寸
    • 中國大型乘用車控制台顯示市場

第3章汽車顯示器市場和技術趨勢

  • 車載顯示器市場的現狀
    • 全球汽車顯示器出貨量
    • 全球車載顯示器的競爭格局
    • 中國車載展示的競爭格局
  • 供應商的車載顯示技術
    • 主要供應商的車載顯示技術佈局
    • 主要供應商的車載顯示產品線
    • 主要供應商的顯示解決方案
    • 供應商顯示技術趨勢
  • OEM車載顯示解決方案
    • OEM車載顯示器的當前狀態
    • 安裝OEM車載顯示器
    • OEM車載顯示器的安裝趨勢(一)
    • 中國乘用車完整LCD集群的前20大汽車製造商
    • 整個LCD集群從高端模型到入門級模型的滲透
    • OEM車載顯示器的安裝趨勢(二)
    • OEM車載顯示器的安裝趨勢(三)
  • 車載顯示技術的發展趨勢
    • 在智能化趨勢下開發前所未有的3D汽車顯示器
    • 首次將OLED顯示器/AMOLED顯示器用於高端型號
    • 微型LED顯示屏和微型LED顯示屏技術的進步
    • 彎曲的多形式顯示
    • 異形屏幕
    • 快速響應和高刷新率
    • 超窄邊框顯示技術

第4章World Console/群集系統解決方案提供商

  • Continental
  • NIPPON SEIKI
  • Denso
  • Visteon
  • Marelli
  • Bosch
  • Yazaki
  • Faurecia
  • Desay SV
  • Foryou General Electronics
  • AutoIO
  • Autorock
  • Hangsheng Electronics
  • ITAS
  • Willing Technology
  • Vikeer

第5章全球汽車顯示供應商

  • JDI
  • LGD
  • Tianma Microelectronics
  • BOE
  • SDC
  • AU Optronics
  • Innolux
  • Visionox
  • Others
目錄

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 co-driver. 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.

Table of Contents

1. Automotive Cluster and Console

  • 1.1 Automotive Cluster
    • 1.1.1 Introduction
    • 1.1.2 Information Display
    • 1.1.3 Classification
    • 1.1.4 Development Course
    • 1.1.5 Assembly
    • 1.1.6 Industry Chain Map
    • 1.1.7 Cluster Display Products of Main Suppliers
  • 1.2 Console Display
    • 1.2.1 Console Platform
    • 1.2.2 Console Classification
    • 1.2.3 Main Layout Ways of Console
    • 1.2.4 Automotive Display Industry Chain Map
    • 1.2.5 Console Products of Major Suppliers
  • 1.3 Onboard Display
    • 1.3.1 Classification of Onboard Displays
    • 1.3.2 Classification of Display Technologies
    • 1.3.3 Automotive Cluster Display Technology
    • 1.3.3 Automotive Cluster Display Technology: TFT-LCD Display
    • 1.3.3 Automotive Cluster Display Technology: AMOLED Display
    • 1.3.3 Automotive Cluster Display Technology: Mini LED Display
    • 1.3.3 Automotive Cluster Display Technology: Micro LED Display

2. Automotive Display Configuration Data

  • 2.1 Onboard Display Installation
    • 2.1.1 2 Display Installations (Before Market) for Passenger Vehicles in China (by Application), 2018-2020
    • 2.1.2 Installation Rate of Onboard Displays for Passenger Vehicles in China (by Type), 2018-2020
  • 2.2 Installation of Instrument Cluster Display
    • 2.2.1 Cluster Installations for Passenger Vehicles in China (by Type), 2018-2020
    • 2.2.2 Installation of Clusters for Passenger Vehicles in China (by Size), 2018-2020
    • 2.2.3 Full LCD Cluster Installations for Passenger Vehicles in China, 2018-2020
  • 2.3 Installation of Console Display
    • 2.3.1 Installation Rate of Console Display for Passenger Vehicles in China, 2018-2020
    • 2.3.2 China's Passenger Vehicle Console Display Market (by Product), 2018-2020
    • 2.3.3 China's Passenger Vehicle Console Display Market (by Size), 2018-2020
    • 2.3.4 China's Passenger Vehicle Large-Size Console Display Market, 2018-2020

3. Automotive Display Market and Technology Trends

  • 3.1 Status Quo of Onboard Display Market
    • 3.1.1 Global Automotive Display Shipments
    • 3.1.2 Competition Pattern of Global Onboard Display
    • 3.1.3 Competition Pattern of Chinese Onboard Display
  • 3.2 Onboard Display Technologies of Suppliers
    • 3.2.1 Onboard Display Technology Layout of Major Suppliers
    • 3.2.2 Onboard Display Product Line of Major Suppliers
    • 3.2.3 Display Solutions of Major Suppliers
    • 3.2.4 Display Technology Trends of Suppliers
  • 3.3 Onboard Display Solutions of OEMs
    • 3.3.1 Status Quo of OEM Onboard Display
    • 3.3.2 Installation of OEM Onboard Display
    • 3.3.3 OEM Onboard Display Installation Trend (I)
    • 3.3.4 Top 20 Automakers by Full LCD Cluster Installations for Passenger Vehicles in China, H1 2020
    • 3.3.5 Penetration of Full LCD Clusters from High-end Models to Entry-level Ones
    • 3.3.6 OEM Onboard Display Installation Trend (II)
    • 3.3.7 OEM Onboard Display Installation Trend (III)
  • 3.4 Development Trend of Onboard Display Technology
    • 3.4.1 Ever More Deployment of 3D Automotive Displays under Intelligent Trend
    • 3.4.2 First Availability of OLED Display/AMOLED Display onto High-end Models
    • 3.4.3 Advances of Mini LED Display and Micro LED Display Technologies
    • 3.4.4 Curved Multi-Form Display
    • 3.4.5 Special-shaped Screen
    • 3.4.6 Quick Response and High Refresh Rate
    • 3.4.7 Ultra-narrow Bezel Display Technology

4. Global Console/Cluster System Solution Providers

  • 4.1 Continental
    • 4.1.1 Profile
    • 4.1.2 Business Segments
    • 4.1.3 Continental Automotive Group
    • 4.1.4 Interior Business
    • 4.1.5 Global Market Share of Continental Clusters
    • 4.1.6 Major Cluster Products
    • 4.1.7 Control Panel
    • 4.1.8 Display Solutions
    • 4.1.9 Display Technologies
    • 4.1.10 Development in China
  • 4.2 NIPPON SEIKI
    • 4.2.1 Profile
    • 4.2.2 Revenue and Operating Profit
    • 4.2.3 Cluster and Other New Capacity Expansion Projects
    • 4.2.4 DMS (Driver Monitor System) Integrated Cluster
    • 4.2.5 Main Vehicle Model Clusters Supported by Nippon
    • 4.2.6 OLED Display
    • 4.2.7 Display Technology
    • 4.2.8 Shanghai Nissei Display System Co., Ltd.
  • 4.3 Denso
    • 4.3.1 Profile
    • 4.3.2 Sales (by Products/Clients)
    • 4.3.3 Cluster Manufacturing Base
    • 4.3.4 Cluster Products
    • 4.3.5 Console
    • 4.3.6 Double-curved OLED Display Screen
    • 4.3.7 Development in China
  • 4.4 Visteon
    • 4.4.1 Profile
    • 4.4.2 Main Clients
    • 4.4.3 Revenue from Clusters and Displays
    • 4.4.4 Instrument Clusters Business
    • 4.4.5 Displays Business
    • 4.4.6 Display Technology
    • 4.4.7 Partner with Corning to Produce Curved Display System
    • 4.4.8 Cockpit Display Development Plan
    • 4.4.9 Performance in China in 2019
  • 4.5 Marelli
    • 4.5.1 Profile
    • 4.5.2 3D Digital Clusters and Glasses-free 3D Clusters
    • 4.5.3 Intelligent Cockpit Controller
    • 4.5.4 Multi-Screen Electric Cockpit
    • 4.5.5 Display Technology
  • 4.6 Bosch
    • 4.6.1 Profile
    • 4.6.2 Multimedia Business
    • 4.6.3 Cluster Business
    • 4.6.4 Glasses-free 3D Display
    • 4.6.5 Display Technology
    • 4.6.6 Electronic Rearview Mirror
  • 4.7 Yazaki
    • 4.7.1 Profile
    • 4.7.2 Operation
    • 4.7.3 Main Products
    • 4.7.4 Cluster and Display Business
    • 4.7.5 Main Cluster Products
  • 4.8 Faurecia
    • 4.8.1 Profile
    • 4.8.2 Automotive Electronics Product Line
    • 4.8.3 Operating Results in H1 2020
    • 4.8.4 Display Business
    • 4.8.5 Future Cockpit
  • 4.9 Desay SV
    • 4.9.1 Profile
    • 4.9.2 Operation
    • 4.9.3 Product Layout
    • 4.9.4 Driving Information Display Business
    • 4.9.5 Virtual Cockpit
  • 4.10 Foryou General Electronics
    • 4.10.1 Profile
    • 4.10.2 Automotive Electronic Product Line
    • 4.10.3 Smart Cockpit
    • 4.10.4 Cluster and Display Business
    • 4.10.5 Electronic Rearview Mirror
    • 4.10.6 Streaming Media Rearview Mirror
  • 4.11 AutoIO
    • 4.11.1 Profile
    • 4.11.2 Full LCD Cluster Products
    • 4.11.3 Full LCD Products and Vehicle Models Supported
  • 4.12 Autorock
    • 4.12.1 Profile
    • 4.12.2 Major Cluster Products
  • 4.13 Hangsheng Electronics
    • 4.13.1 Profile
    • 4.13.2 Smart Cockpit Layout
  • 4.14 ITAS
    • 4.14.1 Profile
    • 4.14.2 Dual 12.3-Inch Through-type Full LCD Cluster
    • 4.14.3 12.3-inch Full LCD Cluster for Commercial Vehicle
  • 4.15 Willing Technology
    • 4.15.1 Profile
    • 4.15.2 Development Plan
    • 4.15.3 Display Products
  • 4.16 Vikeer
    • 4.16.1 Status Quo
    • 4.16.2 Dual Joint Screens

5. Global Automotive Display Suppliers

  • 5.1 JDI
    • 5.1.1 Profile
    • 5.1.2 Business Layout
    • 5.1.3 Global Presence and Manufacturing Bases
    • 5.1.4 Operation
    • 5.1.5 Automotive Display Business
    • 5.1.6 Automotive Cockpit Integrated with Multiple Display Systems
  • 5.2 LGD
    • 5.2.1 Profile
    • 5.2.2 Operation
    • 5.2.3 Shipment and Capacity of Display Products
    • 5.2.4 Onboard Display Business
    • 5.2.5 Onboard Display Products
  • 5.3 Tianma Microelectronics
    • 5.3.1 Profile
    • 5.3.2 Operation
    • 5.3.3 Onboard Display Business
    • 5.3.4 Onboard Display Products
  • 5.4 BOE
    • 5.4.1 Profile
    • 5.4.2 Operation
    • 5.4.3 Production Line and Capacity of Display Panels
    • 5.4.4 Onboard Display Business
    • 5.4.5 Onboard Display Products
    • 5.4.6 Intelligent Cockpit Display Solutions
  • 5.5 SDC
    • 5.5.1 Profile
    • 5.5.2 Onboard Display Business
    • 5.5.3 SDC Audi e-Tron Rearview Mirror OLED Screen
    • 5.5.4 QD-OLED Display Layout
  • 5.6 AU Optronics
    • 5.6.1 Profile
    • 5.6.2 Operation
    • 5.6.3 Display Shipment
    • 5.6.4 Onboard Display Business
    • 5.6.5 Onboard Display Products
  • 5.7 Innolux
    • 5.7.1 Profile
    • 5.7.2 Operation
    • 5.7.3 Onboard Display Layout
    • 5.7.4 Automotive Display Products
  • 5.8 Visionox
    • 5.8.1 Profile
    • 5.8.2 Operation
    • 5.8.3 Onboard Display Products
  • 5.9 Others
    • 5.9.1 Onboard Display Layout of TCL CSOT
    • 5.9.2 Onboard Display Layout of CPT Technology
    • 5.9.3 Onboard Display Layout of HannStar Display