In recent years, you should find one thing: the screen in the car has become more and more "exaggerated", not only the screen is getting bigger and bigger, but also the number is getting more and more, from a single large screen in the past few years, to the popular four-screen linkage of the whole car. In the evolution of the global automotive industry, electrification and intelligence have become indisputable two-wheel drives, profoundly shaping the face of future mobility. As the core interface of human-computer interaction, the in-vehicle display screen not only shows an increase in number and size in scale, but also shows an unprecedented trend in form design, function integration and technological innovation.
In the past year, global automotive display panel shipments reached 210 million pieces, a year-on-year increase of 7%. This figure is a testament to the acceleration of the global electrification of vehicles, and also reveals the increasing demand for digital experiences in the car after the concept of intelligent cockpits has taken root in the hearts of the people. New car manufacturers are keen to introduce various screens and smart functions in the car. Whether it is the instrument cluster, central control screen, co-driver entertainment screen, or rear entertainment system or even window projection, the immersive interactive design of multi-screen linkage and information sharing has gradually become the standard configuration of high-end models, driving the demand for on-board display panels to continue to rise.
Chinese manufacturers rank first in the world in terms of vehicle display volume
The world's top five manufacturers of automotive display panels: BOE, Tianma, Japan Display, AUO and LG Display. Among them, BOE's annual shipments totaled about 35.4 million pieces, with a market share of about 17%, ranking first in the world. According to reports, BOE's on-board display covers 2-inch to 48-inch products, including automotive central control, instruments, rearview mirrors, audio-visual entertainment, head-up display and other series. It has established project cooperation with dozens of domestic and foreign car manufacturers such as Volkswagen, BYD, Geely, etc. At the beginning of 2024, the 45-inch 8K unbounded smart screen provided for Geely Galaxy E8 has attracted much attention from the outside world.
The global automotive display panel market is highly concentrated, with the top five manufacturers accounting for more than 60% of the global market share by virtue of deep technology accumulation, stable supply chain management and extensive customer relationships. These five giants are mainly from China, Japan and South Korea, which have a deep foundation and strong competitiveness in the field of display technology. Among them, after establishing a dominant position in the TV and smartphone screen market, Chinese companies have once again shown a strong rise momentum in the automotive screen industry, not only ranking among the top in the world in terms of output, but also showing significant advantages in technological innovation and market response speed.
A research report pointed out that the vigorous development of China's new energy vehicle market is not only an important driving force in the global electrification process, but also a test field for innovative applications in the field of on-board display. Chinese manufacturers are committed to integrating multiple functions through the screen to achieve a high degree of integration and personalized customization of information. For example, rich functions such as intelligent voice assistants, AR navigation, driving records, remote control, and online entertainment are seamlessly embedded in the in-vehicle screen, giving drivers and passengers an unprecedented driving experience. In addition, Chinese manufacturers are also actively exploring the deep integration with the Internet ecology, turning vehicles into a part of smart home and smart city connections, and realizing value-added services such as remote home control, smart parking, and scheduled charging through on-board screens, further enhancing the value connotation of on-board displays.
In the face of the demand for new scenarios brought about by automotive intelligence and the pressure of user experience upgrading, the global automotive display panel giants are actively investing in technology research and development and product innovation, trying to maintain a leading position in the fierce market competition. With the continuous innovation of technology and the continuous expansion of application scenarios, in-vehicle display will not only be a decorative element inside the vehicle, but also become a key link connecting people, vehicles, the environment and even the entire intelligent transportation ecosystem, opening up infinite possibilities for future travel.