Il rimodellamento del settore globale dei display
In 2025, il panorama display globale è stato ufficialmente ridisegnato. Per la prima volta nella storia, La Cina tiene 70% della produzione globale di pannelli per display, secondo l’ultimo rapporto di Omdia. Questo significa questo sette pannelli espositivi su dieci utilizzati in tutto il mondo provengono da fabbriche cinesi: un cambiamento epocale che consolida la posizione della Cina come potenza mondiale dei display.
Cosa significa “quota di mercato del 70%” per le catene di fornitura globali?
Questa posizione dominante non riguarda solo i numeri: rappresenta un massiccio riallineamento nella produzione globale e nell’influenza della tecnologia. Dagli smartphone alle TV, dagli schermi automobilistici ai monitor da gioco, China’s display industry now forms the backbone of the world’s visual technology supply chain.
Global Display Industry Landscape 2025
China’s massive production advantage
China’s display output in 2024 reached an estimated ¥1.3 trillion, capturing over half of the global display market. Two core technologies — schermo LCD (56.25%) E OLED (14.51%) — dominate production, while export area share exceeds 74% worldwide.
Smartphone display dominance
According to TrendForce, Chinese panel makers captured 68.8% of the smartphone display market in 2024, and are expected to surpass 70% In 2025. BOE leads the pack with 610 million smartphone panel shipments projected this year.
TV panel leadership and shipment statistics
In the LCD TV panel segment, China’s presence is equally strong. In Q1 2025, global large-size TV panel shipments reached 63 million units, with BOE holding 25.9%, CSOT 20.2%, and HKC 14.4%.
Dimensioni del mercato e forza delle esportazioni
La vasta scala manifatturiera della Cina le consente di dominare anche le esportazioni, mantenendola Sopra 74% dell’area mondiale di esportazione di display, riaffermando il suo controllo sull’offerta globale.
L’ascesa dei produttori cinesi di display
BOE – Il leader del settore
BOE Technology Group è diventato un simbolo della forza industriale della Cina. Nell'H1 2025, Lo ha riferito la BOE ¥ 101,28 miliardi di entrate, UN 8.45% aumento anno su anno, E ¥ 3,247 miliardi di utile netto, su 42.15% dall'anno precedente.
Leadership globale nelle spedizioni su tutti i dispositivi
BOE mantiene la leadership globale in cinque aree applicative chiave: gli smartphone, compresse, computer portatili, monitor, e TV: garantire il #1 posizione a livello mondiale nelle spedizioni complessive di display.
La rivoluzione OLED guidata da BOE
OLED è il nuovo motore di crescita di BOE. Nell'H1 2025, Le spedizioni di OLED sono state superate 71 million units, crescente 7.5% year-over-year — outpacing the global average.
8.6-generation AMOLED production line
BOE’s 8.6G AMOLED production line entered early equipment installation in May 2025 — four months ahead of schedule. Once operational by the end of 2026, it will allow BOE to compete head-on with Samsung and LG in the high-end OLED segment.
The growth of CSOT and Tianma
TCL CSOT and Tianma Microelectronics are also on the rise. CSOT’s smartphone panel shipments are forecasted to reach 192 million units in 2025, while Tianma maintains around 188 million units, supported by rising AMOLED demand.
The Dual-Track Strategy: LCD and OLED Coexistence
How China keeps LCD alive in a new era
While OLED is the future, LCD remains the foundation. Chinese firms, leveraging economies of scale and technological refinement, dominate LCD production with a 64% share in 2024, expected to reach 69% In 2025.
BOE’s chairman, Chen Yanshun, noted that LCD has entered a “low-volatility growth phase”, remaining a key pillar of display technology for the next decade.
The OLED sprint for global recognition
Nel frattempo, China’s OLED momentum continues to surge. 2024 saw a 27% increase in AMOLED smartphone panel shipments, with a projected 5.2% growth In 2025. Boe, Visionox, and Tianma have now entered Apple’s supply chain, proving global validation for Chinese OLED technology.
Di 2024, Chinese OLED manufacturers held 46% del mercato, closing in on South Korea’s 54%. In flexible OLED, China’s share already surpassed 57%, marking a historic shift in industry leadership.
Emerging Applications Driving New Growth Curves
Automotive displays: China’s next frontier
With smartphones nearing saturation, Chinese panel makers are targeting new growth curves — and automotive displays top the list. In 2024, global automotive display shipments hit 232 million units, su 6.3% year-on-year.
BOE leads this segment with 17.6% quota di mercato, supplying brands like Zeekr, Changan, Chery, and Dongfeng. It also co-developed a 30-inch dual-screen for XPeng’s G9 model and a 10.25-inch instrument display for the G6.
Tianma’s automotive expansion
Tianma ranks second with 36.9 million shipments, su 25% year-on-year, supplying BYD, BMW, Ford, and Honda across multiple display sizes.
Gaming and esports displays: The next battleground
Esports displays are another booming frontier. 2024 saw 32.4 million LCD gaming monitors shipped globally, su 12% from the year before. The success of Black Myth: Wukong in late 2024 further boosted China’s domestic demand.
At COMPUTEX 2025, ASUS and MSI unveiled 27-inch 500Hz QD-OLED monitors, signaling a new high-performance standard. ASUS’s OLED display demand is expected to double to over 500,000 units in 2025.
The Challenges Ahead
Bottlenecks in OLED materials and equipment
Despite the success, challenges remain — particularly in OLED’s core materials and manufacturing equipment. China still relies heavily on imports for organic light-emitting materials E fine metal masks (FMM), dominated by Japan’s Idemitsu Kosan and the U.S.’s UDC.
Weaknesses in upstream–downstream collaboration
According to CINNO Research, domestic suppliers cover only 39% of OLED equipment processes, with key areas like evaporation and exposure tools having less than 20% localization. Japan’s Tokki, Canon, E Nikon still dominate these critical steps.
This results in slow adoption cycles — sometimes taking two years from verification to mass production — hindering upstream innovation and returns on R&D.
The Profitability Dilemma
While market share is growing, profitability remains thin. OLED manufacturing requires high R&D, long cycles, and heavy capital investment, leading to sustained financial pressure.
Visionox, China’s second-largest AMOLED producer, exemplifies this paradox — rapid market expansion but persistent losses. Da 2021 A 2024, it recorded four consecutive years of net losses, totaling nearly ¥10 billion.
The Road to Global Leadership
Ten years ago, China’s display industry was still catching up. Oggi, it’s setting the global pace. With BOE, TCL CSOT, and Tianma among the world’s top five OLED suppliers, “Made in China” has evolved from follower to innovator.
The early equipment move-ins for 8.6G OLED lines and the rise of glass-based encapsulation show how fast the ecosystem is advancing. China’s display industry is not only competing — it’s leading.
Conclusione: The Dawn of a New Era
By capturing 70% of global display production, La Cina ha riscritto le regole del gioco. Dall'LCD all'OLED, dagli smartphone alle automobili, la sua tecnologia, scala, e l’innovazione stanno ora modellando il modo in cui il mondo vede il proprio futuro digitale.
Come piacciono alle nuove frontiere display flessibili, microLED, e pannelli automobilistici emergere, La Cina è ben posizionata per continuare a essere leader, non solo nella produzione, ma nel definire il prossimo capitolo dell’innovazione globale dei display.
FAQ
1. Perché la Cina produce 70% dei pannelli espositivi del mondo?
A causa della sua scala senza eguali, forte sostegno del governo, capacità produttive avanzate, e investimenti continui in R&Tecnologia D e OLED.
2. Chi sono i principali produttori di display in Cina 2025?
Le aziende leader includono Gruppo tecnologico BOE, TCL CSOT, Tianma Microelectronics, Visionox, E Hong Kong.
3. Quali tecnologie stanno guidando l’industria dei display in Cina?
Principalmente schermo LCD E OLED, con una rapida crescita in AMOLED, MiniLED, E OLED flessibile per smartphone e applicazioni automobilistiche.
4. Quali sfide deve affrontare la Cina nella produzione di OLED??
Dipendenza da materiali e attrezzature importati, bassi tassi di localizzazione, e un lento ciclo di adozione dell’innovazione lungo tutta la catena di fornitura.
5. Come si evolverà il mercato globale dei display in seguito? 2025?
Aspettatevi più velocemente Adozione dell'OLED, innovazioni microLED, e la Cina che consolida la propria leadership mentre la concorrenza globale si concentra sulla differenziazione di fascia alta.
