Identify the new direction of industrial development from the LED display screen in the conference room

1. Semiconductor industry: China has formed an excellent regional environment for the development of the semiconductor industry. A series of industry leaders such as Tongfang Guoxin, SMIC, and Changdian Technology have formed a pattern of both competition and cooperation. Industrial funds are blooming everywhere for the domestic semiconductor industry. Enterprises have provided solid financial support; China's engineer bonuses still have room to release, and the downstream intelligent hardware industry has taken root in China. The comparative advantages of China's semiconductor industry will make China's semiconductor industry keep growing. 2. Internet and intelligent hardware: The Internet and intelligent hardware will be the infrastructure for reshaping the organizational model of human society. Informatization and networking require more and richer perception capabilities, deep learning data processing capabilities, and intelligent interactions. These needs will be based on a series of electronic technology products such as highly developed wearable devices, smart home products, smart cars, virtual reality systems, sensors with multiple functions, and interactive systems based on voice and images.

In the field of Internet of Things and smart hardware, we believe that there is no possibility of demand falsification, and the focus is on the launch of products with high user stickiness to detonate the market. Virtual reality products are expected to become heavyweight smart hardware in 2016. 3. The LED display screen in the conference room is a stream of life in the LED display industry, which makes the LED display screen, which was originally developing at the same period as DLP and other products, start to slow down, and has jumped to become a substitute for DLP and LCD splicing screens, opening up for the LED display industry. New room for growth.

With the support of display terminals, the integration from hardware to operation will bring new driving force to the industry. 4. High-end equipment: In recent years, the state has provided support to the entire semiconductor industry in various forms, but at present, there has not been a large-scale support and integration of materials and equipment manufacturing, and this is precisely the most important field that requires support and subsidies for assets. We are very optimistic about the possibility of national support in this field. At the same time, we are even more optimistic about the growth space of endogenous development and the potential for extensional mergers and acquisitions of my country's equipment manufacturing enterprises. expect.

5. Sapphire: In the demand for sapphire, the growth of the LED flexible screen industry is slowing down, but the consumer electronics side is showing a thriving scene. At present, sapphire has become the standard configuration of lens protection covers and fingerprint recognition covers for mid-to-high-end smartphones. Once the mobile phone cover plate is mass-produced, it will become a market of tens of billions, and it is still only suitable for related companies that mainly maintain more than 90kg of crystal growth furnaces. Domestic sapphire companies with self-produced crystal growth furnace technology and the configuration or newly invested production capacity are concentrated in the large kilogram class will usher in an era of strong and constant strength. 6. Strategic transformation: In 2019, the growth rate of some sub-industries has slowed down significantly. Some far-sighted entrepreneurs have begun to plan in advance, using their advantages accumulated over the years in the LED transparent screen industry to capture new market opportunities.

As a medium and entrance, hardware has a natural advantage for hardware manufacturers to expand downstream. The fields of media, culture, sports, big data, and Internet finance provide new development opportunities for enterprises that are actively transforming. .