Small spacing LED TV go blue ocean OR quagmire?

In the TV market stalemate in the melee, the traditional home appliance companies and Internet Co to fight intelligence, pressure, busy, but do not want someone to move the outdoor LED screen into the living room. Lyad in Beijing in August 27th released its new small spacing LED TV, announced the march into the civilian market. This started in the LED display and integration of the layman, began to plot the door of the scenery.

This is a small pitch LED TV climbed the first crab into civilian areas, this road is still a smoothly rapids, afraid to climb a know.

Small spacing TV into the main

Riyadh semi annual report shows that the first half of 2014 achieved total revenue of 412 million yuan, an increase of 50.81% over last year; attributable to shareholders of listed companies net profit of 53 million 990 thousand yuan, an increase of 76.02%; gross profit margin was 37.83%, higher in the industry's gross profit level. Throughout the main business, the performance of small spacing LED TV is quite bright.

According to the definition of Riyadh, LED small spacing TV means the pixel spacing is less than or equal to 4mm LED display products, including P4, P3.125, P2.5, P1.9, P1.6, P1.2 (4mm, 3.125mm, pixel spacing is 2.5mm, 1.9mm, 1.6mm and 1.2mm) and LED display products.

The first half of the TV liard small pitch LED confirm the income of 192 million yuan, representing an increase of 235.49%. Operating income accounted for 46.56%, compared to the same period last year, the figure was 20.95%. Among them, 87 million 610 thousand yuan in overseas revenue recognition, small spacing TV accounted for more than 44.48%. Form is Riyadh old bank LED display and integrated business Lanshou, the first half of 180 million yuan, accounting for 43.6% revenue. Obviously, the performance of small spacing TV in the first half of this year is better than LED display and integration, the company's revenue accounted for the highest proportion of the main business.

And revenue numbers, the same amount of small spacing TV orders. As of the announcement of August 20th, small spacing TV liard new orders 413 million yuan, of which 1 to June new orders 300 million yuan. In contrast to the 2013 annual report disclosed in the order of 500 million yuan in 2014, the business plan, the first half has been achieved by the end of August 20th, as of the end of has been achieved by 82.6%. Reported that it expects 2014 full year orders will exceed expectations. At the same time, in the first five major revenue has not yet confirmed the order, the three for LED tv.

Reported in the first half of 2014's R & D investment of 24 million 410 thousand, accounting for 5.9% of revenue. Riyadh chairman Li Jun said in a media conference, investors how to judge a future to look at the science and technology enterprises, R & D investment and R & D team. If the R & D investment is not much, the future harvest will not be too much. If I cut research and development costs, profits can be increased by half. "

Corresponding to the increase in research results. According to reports, Riyadh has been authorized and is applying for a total of 237 patents, which has authorized 159 patents, including 19 invention patents; patent applications 78, including 53 invention patents. Conference site also shows the global minimum spacing of 0.7mm products, but Li Jun bluntly that the product is more of a research and development concept, low cost, there is no mass production plan.

However, on the distribution of LED in the first half Lyad sort of small spacing TV function, still in commercial, according to the results, commercial advertising, program studio and information announcement respectively to 29.65%, 13.58%, 13.20% the proportion of the top three.

Resident resistance

Lyad in Beijing in August 27th released its new small spacing LED TV, announced the march into the civilian market. However, for access to civilian areas, the industry has been worried.

One is the size. Small spacing LED TV has been the main size, less than 100 inches screen is difficult to achieve its 4K HD standard. An industry source said, in order to 1.2mm pixel spacing, for example, only 104 inches to achieve hd. For most ordinary consumers, their living room does not require more than 100 inches of tv. According to XinDa securities analyst Wang Mo estimates, 110 inches TV viewing distance of at least more than 6 meters, the distance is about two times the size of the TV required.

Two is the price. A 60-70 inch TV in the basic price of 20 thousand yuan in the purchase of less than $, 90 inches of TV needs about $100 thousand, the only more than 150 thousand of the TCL is a 110 inch LCD TV, priced at $1 million 300 thousand. Wang Mo believes that high-end TV is not the mainstream of the industry, for small family spacing LED TV is not optimistic. He gave reporters calculations, if the living room is really large enough to need a big screen, select a lot of money to choose the projector, the screen and projector are also required to buy high-end products less than twenty thousand, and a good sense of experience.

Three is cost. High cost is the cause of high prices. Part of small pitch LED display lamp, cost accounted for 60% to 80%, the prices of upstream products directly determines the display cost, thereby affecting the entire cost of tv. From the angle of economics of scale, in addition to technical innovation beads of its own, the cost down to expand depends on the production of LED display and LED display production scale, rapid growth can and its cost is closely related. Only when the two reach the ideal state of equilibrium can a virtuous cycle.

Four is comfort. Due to the differences in light, viewing time and other factors, small spacing LED TV in outdoor and indoor will encounter different requirements. Different from the relatively soft surface light source of LCD, the point light source of LED is basically in direct state