Dongfeng LED screen manufacturers, the most popula

Dongfeng LED screen manufacturers taking 5g have ushered in "danger" and "opportunity"

recently, the U.S. mobile operator T-Mobile has reached a US $3.5 billion supply agreement with Nokia for the next generation of 5g network equipment. According to the agreement, Nokia will help T-Mobile build a national 5g network. This is by far the largest 5g network equipment transaction in the world, and it is also a concrete example of the new wireless network upgrade cycle being gradually launched

coincidentally, on July 31, China Central Radio and Television Corporation and China Mobile signed a cooperation framework agreement in Beijing, announcing the comprehensive strategic cooperation between the two sides in the six major fields of "technology research and development, 4K Ultra HD channel construction, content distribution, big data and capital", such as 5g tax increase and college student employment, to create a content + technology + channel integrated development model and comprehensively layout the 5g era

with 3GPP completing the formulation of the release 155g communication standard in June 2018, the industry will set off a 5g boom in 2018. According to industry expectations, 2019 will be the first year of 5g commercial use, and 5g will be widely used worldwide by 2020. According to the "5g economic and social impact white paper" of the China Academy of information and communications, 5g will drive a total output of 6.3 trillion yuan and an economic added value of 2.9 trillion yuan by 2030 in terms of direct contribution; In terms of indirect contribution, 5g will drive the total output of 10.6 trillion yuan and the economic added value of 3.6 trillion yuan. So, in the face of such a huge market, how will led display manufacturers take advantage of 5g to meet new opportunities and challenges

machine: promoting market development brings about technological innovation

the rapid promotion of 5g commerce. The most direct impact is to promote the construction of macro base stations and micro base stations, and accelerate the pace of the full development of terminal display markets such as smart city management and industrial control, which are significantly related to smart light poles

smart light pole includes LED smart light pole screen, led smart street lamp and other parts. It follows the distribution of the city's roads and streets, covering the city's body like blood vessels and nerves, and has the trinity of "there, a little, and a pole". It is the main carrier of smart city and will also become the first site of intelligent city transformation. By the end of 2017, the total number of 4G macro base stations built by the three major operators reached 3.89 million, and the number of base stations corresponding to the coverage radius of the reference spectrum is predicted to be about twice that of 4G. Due to the perfect integration of small base stations and smart light poles, the deployment of small base stations based on light poles is the main form of outdoor deployment. Through system calculation, the installation of 5g base stations will drive 117.6 billion smart light pole market, with an average annual average of 29.4 billion, It means that led light pole screen will usher in the spring of market explosion

in addition to bringing huge market demand to the LED display industry, 5g technology will also bring earth shaking changes to the display effect of LED displays. Nowadays, with the continuous maturity of technology, there are more and more cases of the combination of LED display screen with 4K, 8K Ultra HD video, naked eye 3D, VR, AR and other technologies, whether in dance beauty or outdoor field. But at present, there are still greater challenges and risks in technical operation and display effect

however, the white paper on 5g economic and social impact released by relevant research institutions points out that virtual reality, augmented reality and intelligent driving are the key applications in the 5g era generally recognized by the industry according to the "1025" development plan of the new material industry. Virtual reality technology has broad prospects, especially with the combination of mobile high-speed broadband, it is more likely to make the virtual reality experience get rid of the shackles of boxes and wires and go further. It is not difficult to understand that the most advanced part of 5g is to ensure the transmission of high data and big data without delay. Zhanjiang has been listed as the fulcrum of the national "one belt and one road" maritime cooperation strategy, and new technologies such as AR and VR are related to data. 5g is a part of general infrastructure, which is crucial to the popularization of VR and AR terminals, because the popularization of VR and AR terminals depends on the development and maturity of 5g. Therefore, it is believed that in the 5g era, the combined application of LED display screen with AR and VR will bring more unique, high-precision and immersive visual experience to end customers

danger: raw materials are in short supply and the market penetration is not enough

it is true that everything has two sides. The advent of 5g era brings opportunities for the development of LED display industry, but also makes LED display manufacturers face great challenges

led display industry has been in turmoil since the second half of the year. After the price rise of upstream raw materials, downstream LED display manufacturers have also made an important decision - price rise. This is not only the first step for LED display to jump out of the black hole of "price war", but also the awakening of benign competitive values of LED display manufacturers. From the perspective of the overall environment of the electronics industry, as China gradually enters the 5g era, consumer electronics is facing a new round of development, and the demand for high-frequency and high-speed copper clad laminates will show exponential growth. Compared with the communication, lithium battery and automobile industries, the LED display industry has relatively low technical requirements for PCB. At the same time, the reshuffle of small and medium-sized PCB enterprises has led to the compression of overall production capacity. Large manufacturers generally bet on the future production capacity in the communication, lithium battery and automobile industries, resulting in a situation that PCB supply exceeds demand in the LED display industry, which will have a huge impact on the smaller LED display enterprises in the industry

at the same time, compared with 4G, 5g has a smaller radiation range, which also means that if you want to achieve sufficient coverage, you will need to establish more 5g base stations for material manufacturers. Because 5g base stations are more expensive, operators need to invest a lot of money to build a good 5g network. In the face of the high cost of 5g, this is undoubtedly a difficult turning point for many LED display companies. How to get enough capital to enter the market and get a share of the tens of trillion market in the future is really troubling manufacturers. On the other hand, because the perception of ordinary terminal customers for 5g is not obvious, the progress of users changing to 5g is obviously not fast. How to make customers accept and use 5g is also a major problem that led display manufacturers need to face

5g has unlimited application space in the future, just as we can't imagine the diversified applications in the current 4G era in the 2G era. The 5g application scenario that most people can think of now is just the tip of the iceberg. The 5g era needs more application exploration. From the current situation, Chinese LED display enterprises are seeking brand strategy to further enhance the added value of products. The advent of 5g era is bound to bring disruptive changes to the LED display industry