Huawei enters the display field with the fastest 23.8-inch product or Q2 listing
Recently, according to media reports, Huawei has established six teams to inspect the display market and has contacted more than 90% of foundries nationwide. At the same time, it has been revealed that display products are currently planned for a full range, including commercial, home, gaming, and curved surfaces. Wait for all models. And it will be an independent product line. It is expected that Huawei Display will be available as soon as the second half of 2020.
On February 12, a reporter from 21st Century Business Herald learned from multiple sources that Huawei-branded displays are on the market soon, of which 23.8-inch products will be released first.
A panel industry veteran told a 21st Century Business Herald reporter: "Huawei has a display team. At present, only 23.8 inches are certain. It is under development and is scheduled to be listed in Q2. Like the idea of entering the TV market, it is to go from the mainstream. Cut into size products to create explosive models. "
Yi Xianyu, deputy general manager of Beijing Dixian Information Consulting Co., Ltd. also told reporters: "Huawei's MNT (monitor) products are immediately on the market, 23.8 inches, take an independently controllable route, with their own chips and systems, will be used in the commercial field. "
In fact, the industry is not surprised that Huawei has entered the display field. At present, Huawei has entered the screen field of mobile phones, tablets, notebooks, TVs, etc. The display is another horizontal industry chain expansion of its multi-screen strategy.
On the one hand, Huawei has grown into a giant today, and urgently needs more business lines to support its huge volume. Especially under the pressure of the United States, new product lines are needed to increase revenue and increase profits.
On the other hand, Huawei has strong hardware manufacturing capabilities, adding a mature display industry chain with controllable costs and higher profits than TV products. The so-called display can be used in personal desktop computers, office computers, and automotive. In the future multi-screen world, the display is the connection medium between the virtual world and the real world.
In addition, the display is obviously a part of the Internet of Things, a high ground for technology companies to compete for, attracting Huawei, Xiaomi and other companies to enter. As early as 2019, Xiaomi has entered the display market and is manufactured by Gao Chuang. In October last year, Xiaomi first released a 23.8-inch flat-panel display and a 34-inch curved display (suitable for gaming and movie viewing).
With its ability to control the cost of the industry chain, Xiaomi also wants to be a price butcher for displays. Now, how will the display market change next to Huawei, which is going to subvert the industry pattern when entering the industry?
Looking at the B2B (commercial) market of the Chinese market only, Sigmaintell data shows that in the first half of 2019, the top five are LENOVO, AOC, Dell, and HP ), THTF (Tsinghua Tongfang). At present, the pattern of these brands is relatively stable, but in the first half of last year, due to the weak government, education, and corporate demand, the sales of major brands declined year-on-year.
Among them, Lenovo ranked first in the commercial market, with total sales of about 3.4 million units, accounting for 36%; AOC total sales of about 900,000 units, accounting for 9.6%; Dell and HP sales totaled 840,000 and 70, respectively. 10,000 units, market share maintained at 9% and 7.4%.
Huawei has entered the consumer-grade smart screen market, and its sales have not skyrocketed, but the display field has both commercial and consumer markets. Huawei has a deep accumulation in the commercial field and has chosen to push products from the explosive size of the commercial market.
From the perspective of Qunzhi Consulting, Huawei's entry into the display market is an inevitable choice. "From the overall strategy point of view, we predict that Huawei will give priority to the commercial market, and it is expected that related new products will be launched this year. Secondly, Huawei will not ignore the consumer market. At present, the hot spots of the display consumer market are mainly e-sports, curved surfaces, and high scores. As well as four aspects of widescreen, Huawei's product direction is also difficult to bypass these aspects. "
The direction of Huawei's entire category of products is gradually clear. Its attempts and expansion in the notebook computer and TV markets have accumulated certain experience. Coupled with the display market highlighting some structural opportunities, it provides more development space for backward brands, which in turn will attract Skyworth, Xiaomi, Huawei and other brands to enter.
Secondly, affected by the US government ban, the supply chain of Huawei's mobile phones and notebooks is facing severe challenges. The localization level of the display supply chain is relatively high, and the capacity of the domestic display market is also large enough, especially in the commercial market, which means that Huawei's supply chain risk will be relatively low.
Again, in the commercial market, Huawei has a foundation in the information security commercial market, and its server product shipments rank among the best. In recent years, the domestic display commercial market will have a significant increase in demand for security. At this time, Huawei has a basic and technical advantage. In the Sino-U.S. Trade friction, the increase of the influence of the Huawei brand can also radiate to the display consumer market.