JDI focuses on the automotive panel market, targeting the China-Japan-US market in Europe

According to reports, JDI will attack the car market and want to use the car panel to reinvigorate. Demand for automotive dashboards and central information panels has grown significantly, especially for central information displays, which range in size from 7-8 inches to more than 10 inches now, and are already available in most popular models with touch-enabled panels. Demand is also increasing. Panel makers are now also increasing the production of automotive head-up displays. Japan Display is also developing OLED panels and is expected to ship samples in 2019.

JDI focuses on the automotive panel market, targeting the China-Japan-US market in Europe

Japanese panel maker Japan Display will revitalize its business by auto panel, which will increase sales of 60% of automotive panels to US$1.32 billion in the next three years, targeting China, Japan, the US and Europe.

JDI is Japan's small and medium-sized panel leader, and Apple accounts for more than half of JDI's revenue. In addition, JDI is also the world's largest supplier of automotive panels.

It is understood that the vehicle polarizer must meet the stricter temperature and humidity environment, as well as the durability, the manufacturing difficulty is high, the number of qualified suppliers is small, the price is much higher than the general polarizer, and the profit is better.

In the automotive panel market, AUO and LGD mainly supply center console panels, with an average shipment size of 7吋 and 8吋. In 2017, the center console panel has a loading rate of over 60% in the front loading market, but BOE and Tianma The Chinese panel factory is actively entering and the competition is becoming increasingly fierce. This year's car panel is the bottom of the valley. It has opened more cases in the past two years, and there will be significant growth from 2018 to 2021.

In August of this year, Japan Display began mass production of automotive panels using low-temperature polysilicon (LTPS) technology. The LTPS panel is more suitable for meeting the market demand for high-definition, better-designed panels, and has the energy-saving features required for electric vehicles. The demand and price of automotive panels is lower than the demand and price fluctuations of mobile devices, because once the specifications are determined, the automotive panels will be shipped in a long-term supply model.

In addition, Japan Display is still developing OLED panels. It is expected to ship samples in 2019 and mass production in 2021. It is believed that OLED will become the mainstream trend. Although OLEDs have design flexibility, LTPS panels can add advantages such as embedded touch, and Japan Display will use both products to seize market opportunities.

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