Shulou(Shulou.com)11/24 Report--

Laser display has sprung up all over the world in application scenarios, with mainstream application scenarios achieving a year-on-year growth of 20% and 40%.

On September 19, 2023 Global Laser display Technology and Industry Development Conference was held in Qingdao. Representatives in the field of politics, industry, university and research reached a consensus: laser display ushered in a blooming scene and broad prospects for industrial development.

The "2023 White Paper on High quality Development of Laser display Industry" (hereinafter referred to as "White Paper") was released at the conference. According to the White Paper, laser display is rising all over the world in terms of application scenarios. Mainstream application scenarios household, engineering, business and education continued to advance by leaps and bounds in the first half of this year, with a year-on-year growth of 20%, 40% respectively, and more than 60% of the machines in Chinese cinemas have been upgraded to laser light sources. In emerging scenes such as online celebrity catering, outdoor camping and wisdom, laser display has more than doubled in size in the first half of this year.

Technology: domestic laser display brand independent research and development

The data show that at present, China has achieved a global lead in key technologies such as light source design, opto-mechanical module, and whole machine design, and has made rapid progress in the research and development of core components such as lasers, imaging chips, lenses, anti-light screens, and so on. Mature technology and experience have been explored in the whole machine manufacturing, and it is in a leading position in the world.

More and more enterprises have joined the laser display camp, and a large number of upstream and downstream industrial chain enterprises, including Optical Peak Technology (688007.SH), have emerged to promote the technological progress of the laser display industry, optimize the allocation of industrial chain resources and market prosperity.

ALPD5.0 super panchromatic laser technology was released by the laser display leader Guangfeng Technology in November 2022, also known as, has achieved technology industrialization, has been applied to home intelligent products.

By means of the matching software algorithm controlled by the light source, and on the basis of keeping the original technical advantages of speckle-free, low-cost and high-efficiency ALPD, the technology greatly improves the color gamut range, reaches 120%Rec.2020165%DCI-P3210%Rec.709, meets the requirements of the color gamut in the 4K standard, and can achieve the maximum color gamut visible to the human eye, thus improving the visual experience. By using the unique combined light technology, it can effectively integrate the advantages of laser and LED, so that the high brightness of laser and the characteristics of LED without speckle and color edge complement each other.

The light source has a direct impact on the brightness and imaging effect, and it is not only the core technology of the laser display system, but also the part with the highest proportion in the cost composition (accounting for about 30-50%). It is also the key research and development and layout of intellectual property rights of relevant enterprises at home and abroad in the field of laser display technology.

China's laser display enterprises, such as Guangfeng Technology, Zhongke Aurora, Hisense, Changhong, etc., have completely independent development, design, processing and manufacturing capabilities, and have realized mass production, sales and external supply. a variety of laser optical machines have been widely used in laser film projection light source, laser engineering light source, laser education light source, laser TV light machine, laser micro-projection machine and vehicle laser light source. And provide to the leading enterprises in many fields at home and abroad.

Since Guangfeng Technology cut into the new on-board optical track in 2022, it has been the first to obtain the IATF:16949 vehicle specification certification, and the original ALPD semiconductor laser light source technology has become the only laser technology that meets the requirements of vehicle regulations. Up to now, Guangfeng Technology has received six fixed-point notices of development, including BYD, Selis, BAIC New Energy, an international well-known car company, Huayu Vision, etc., of which three are in the field of intelligent cockpit, two in the field of headlights and one in the field of AR-HUD.

At present, driven by multiple positive factors such as an adequate supply of films and an increase in the number of screenings, the demand for laser projection equipment and light source services in domestic cinemas has recovered rapidly. The cinema projection service business of China Film Guangfeng, a subsidiary of Guangfeng Technology, has achieved substantial growth, and with years of deep ploughing and leading advantages, more than 800 new light sources have been installed in the first half of 2023 alone. As of June 30, 2023, the number of ALPD laser projection solutions installed in China has exceeded 28600, accounting for more than 35% of the total number of screens in the country.

ALPD laser projection solutions with independent intellectual property rights have been highly recognized by the domestic and foreign film industry, and have continued to make breakthroughs in the overseas layout facing the global market, and have successfully entered the cinema projection markets in North and South America, Europe, Southeast Asia and other regions. In November 2022, Cinema é polis (Mexico), the world's fourth largest cinema operator, announced that it would upgrade its 2600 screens to ALPD laser sources.

Patent: China leads the world in power

Today, the main global markets, such as Chinese mainland, the United States, Europe and Japan, are also the main areas of laser display patent layout.

Among them, the number of patents and patent applications in Chinese mainland region has exceeded 9000, far exceeding that of the United States, Japan, Europe and other countries and regions. It can be seen that, compared with overseas regions with traditional display technology and patent advantages, Chinese mainland region not only occupies the first opportunity of industry and market development in the field of laser display technology, but also has a relatively obvious advantage in terms of patent volume. The side reflects that Chinese mainland is an important market that can not be ignored by the main participants in the field of laser display technology, and it is the main area of its patent layout.

(source: PatSnap Smart Bud Patent Database)

According to the data of Guangfeng Technology's semi-annual report in 2023, as of June 30, 2023, with the original ALPD semiconductor laser light source technology as the center, Guangfeng Technology has a total of 2714 patent applications and patents worldwide, and 1901 patents have been granted worldwide. The technology moat is stable.

China is becoming the "Silicon Valley" of global laser display

With the comprehensive improvement of laser display industry chain and the formation of laser display industry cluster and the gathering place of laser display industry chain, China will become the 'Silicon Valley' of global laser display.

"the technological advantage is obvious, the integration ability of the industrial chain is enhanced, the application space of the scene is opened, and the market recognition is heating up. Laser shows that it has reached the critical point of explosion, and there are great opportunities for growth in the future. Once it breaks through this critical point, it will explode." Ouyang Zhongcan, academician of the Chinese Academy of Sciences, said in his speech at the conference.

Ouyang Zhongcan believes that with the development of the integration of digital display and holographic display, the application scene of laser display has shifted from indoor to outdoor, from individuals to groups, and from one-way output to intelligent interaction. Laser display has become the best display carrier for home, industry, business, education, vehicle, AR and other application scenarios.

Zhou Haiyan, a second-class inspector of the Electronic Information Department of the Ministry of Industry and Information Technology, believes that at present, consumer demand is changing deeply, and the market share and profit space of traditional products are constantly shrinking. Laser display technology and its products not only meet the consumer needs of large screen, high-end, intelligent, and green consumption, but also have broad application prospects in conference, education, engineering, vehicle, aviation, virtual reality and other scenes.

"Laser display, as the new productivity of the next generation display technology, is the forerunner of a new round of scene revolution and the best breakthrough to achieve the future full scene intelligent life." Hao Yabin, executive director of the China Electronic Video Industry Association, said that laser display is a technological and industrial upgrade driven by scientific and technological innovation, which has gone out of Chinese characteristics, outpaced China's speed, and established China's advantages.

It is reported that the "White Paper" is led by the Laser display Industry Branch of the China Electronic Video Industry Association, with the participation of enterprises and institutions such as Guangfeng Science and Technology.

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