In recent years, the large-size educational interactive tablet market as a whole has maintained steady growth, according to LOTU Technology (RUNTO) data, shipments in 2021 were 1.357 million units, an increase of 7.6% year-on-year. Among them, the LCD blackboard increased by 60.5% year-on-year, and Skyworth had the fastest growth rate in the LCD blackboard category, with an increase of 88.4% year-on-year.
LCD interactive blackboard soared 60%, 86 inches accounted for 84.6%
LOTTO technology (RUNTO) divides the large-size educational interactive tablet into projection interactive whiteboard (P-IWB), liquid crystal interactive whiteboard (L-IWB) and liquid crystal interactive blackboard (L-IBB).
The shipment structure of the three categories of products in 2021 is 3:67:30. Among them, the procurement intention and demand of LCD interactive blackboard terminals continue to increase, and the shipment volume increased by 60.5% compared with 2020, and the market share increased by 10 percentage points year-on-year.
2019-2021 Chinese mainland educational interactive tablet product shipment structure
Source: LOTTO Technology (RUNTO), unit: 1,000 units
From the perspective of product size structure, LCD blackboard is the most significant and concentrated product in the educational interactive tablet market, with 75" and 86" occupying 98% of the market share and rapidly rising to 86 inches. In 2021, 86 inches accounted for 84.6%, followed by 75 inches, accounting for 10.4%, and the remaining sizes accounted for 5.0%. 86 inches has become the most accepted product size in the LCD blackboard and even the educational interactive tablet market, which has a certain orientation for the purchasing habits of end users.
2019-2021 Chinese mainland LCD interactive blackboard size structure
Source: LOTTO, in %
Lcd blackboard players increased, concentration declined, skyworth growth rate is the highest
In the LCD blackboard market, more and more companies have entered the market, and enterprises outside the TOP3 have begun to exert their strength, and the concentration has decreased significantly. According to RUNTO data, Seewo, Hitevision and Oudi ranked among the top three in terms of shipments, and the CONCENTRATION of CR3 was 59.3%, down 9.5 percentage points from 2020. From the perspective of shipment growth rate, Skyworth ranked first in the growth rate of LCD blackboard shipments in 2021, an increase of 88.4% year-on-year.
Skyworth is the first brand to try to use in-cell touch technology, and has insisted on cooperating with LG Display to develop in-cell commercial interactive display products for many years. In early 2020, it released its first 86-inch in-cell LCD blackboard. According to runto technology (RUNTO) data, in 2021, Skyworth LCD blackboard ranked first in the shipment of in-cell technology products.
According to the supply chain information of LOTTO Technology (RUNTO), in May this year, Skyworth will also release a new in-cell LCD blackboard product. Its possible product features are: appearance and process, the use of in-cell full lamination process, the use of high anti-reflective nano materials on the left and right side panels, anti-glare glass transmittance of ≥ 90%; system, support window one-click down, increased intelligent suspension ball; configuration, built-in camera and array microphone, front audiophile speaker; writing and interaction, with 20-point capacitive touch, full screen support for ordinary chalk, dust-free chalk, water pen a variety of pen writing.
Capacitive technology is still the most promising touch technology for LCD chalkboards
in-cell is a subdivision of capacitive touch technology that has attracted much attention in recent years. Infrared and capacitive technologies are highly competitive in the choice of touch solutions for large-size products. In the overall interactive tablet market, infrared touch technology solutions account for more than 80%; educational LCD blackboards, as high-end electronic interactive products, capacitive touch solutions account for more than 80%.
Comparison of LCD interactive flat panel capacitive touch technology solutions
Source: Runto
In order to achieve product diversification and differentiation, different manufacturers have chosen different technical routes, and Audi, which specializes in education display, has launched ITO products. Due to the complexity of its process, in-cell product technology belongs to one of the few slow variable industries in the electronics industry, which requires continuous research and development and patient cultivation. Therefore, many brands have always held a wait-and-see attitude towards in-cell technology, and the current leader in choosing this direction is skyworth, the head brand of home appliances.
Overall, although the "bilateral" and "four-sided" solutions of infrared technology have begun to penetrate into the educational LCD blackboard due to cost advantages, in the long run, LOTU Technology (RUNTO) believes that capacitor technology is still the most promising mainstream touch technology for large-size LCD blackboards in the future because of its good experience.
Next, especially after the epidemic is gradually controlled, social activities are recovering, many projects are gradually restarting, and the tide of replacement is coming, LOTU Technology (RUNTO) believes that the educational interactive tablet market has developed steadily and has been improving for a long time. Year-on-year growth is expected to remain 5.8% in 2022, with shipments reaching 1.437 million units.
Looking at the entire education smart product market, under the pressure of the "double reduction" policy, the education market pays more attention to the overall solution of smart classrooms other than hardware products, and the industry needs to jointly promote the development of "soft + hard + platform" product and service upgrades. In terms of supporting the development of hardware and software, more attention should be paid to the development of basic education courseware, the development of quality education courseware, teacher training, and the development of customized courseware for teachers. Enterprise products need to build a closed loop between home, school and students as the ultimate goal, and interactive teaching software as one to achieve a truly intelligent transformation of education.
Past reading
RUNTO's "Chinese mainland China Educational Interactive Board Market Analysis Quarterly Report" contains quarterly updates on the scale of shipments, sub-brand/size/product/technology and other attribute data of the educational interactive tablet market, and also includes market hot information, new product introductions, price trends and changes.