BOE vs INNOLUX: The Battle of "Scale" and "Specialization" in the LCD Market
BOE in Chinese Mainland and INNOLUX in Taiwan, China, China, seize market share with different development paths The former dominates the mid to low end market with economies of scale,
In the global LCD panel industry pattern, BOE in Chinese Mainland and INNOLUX in Taiwan, China, China, seize market share with different development paths. The former dominates the mid to low end market with economies of scale, while the latter excels in technological iteration and deep cultivation in segmented fields. This article provides a deep analysis of core technologies, market positioning, and user adaptability.
1.Comparison of core technologies
1. BOE (BOE)
ADS Pro technology: BOE's independently developed ADS (Advanced Super Dimension Switch) hard screen technology, which focuses on high contrast, wide viewing angle (178 °), and low power consumption, stands out in the cost-effectiveness of mid to low end LCD screens (such as thousand yuan displays and entry-level TVs).
Production capacity scale: The world's largest LCD panel supplier, with a 10.5-generation production line, has an absolute advantage in cost control for large-sized panels over 65 inches.
Innovative layout: Accelerate the transformation towards OLED and flexible screens, but the LCD field still focuses on "volume".
2. Innovation and Entrepreneurship (INNOLUX)
AAS (Azimuthal Anchoring Switch) technology: By optimizing the arrangement of liquid crystal molecules, it improves response speed and color uniformity, and performs stably in high-end TVs and commercial displays such as digital billboards.
Mini LED Backlight: Early deployment of Mini LED technology, its AM Mini LED panel outperforms BOE products in terms of HDR effect and local dimming.
Vertical integration capability: With the support of Foxconn's supply chain, it has more flexibility in panel module integration and customized services.
2、 Market positioning and product features
Dimension | BOE (BOE) | |
Core market | Consumer electronics (TV, mobile phone), government/enterprise centralized procurement | High end televisions, commercial displays (medical, educational, advertising machines) |
Price Strategy | Low price volume, squeezing competitors' profit margins | Mid to high end pricing, relying on technology premium |
Typical products | 55-85 inch TV panel, thousand yuan level display panel | 8K Mini LED TV screen, high brightness outdoor advertising screen |
Technical Long Board | Cost advantage of large-sized panels, fast supply chain response speed | Strong color stability and mature customized module solutions |
Weakness | The quality control of mid to high end products fluctuates, and the color tuning tends to be moderate | Insufficient production capacity and weak price competitiveness for small and medium-sized products |
3. Applicable scenarios and user selection
BOE is more suitable for:
Purchase of household televisions with limited budget (such as screens over 65 inches);
Batch purchase of monitors by enterprises (emphasizing cost control);
Standardized orders that require fast delivery.
INNOLUX recommends:
High end home theater (pursuing HDR effect and dark field performance);
Commercial display scenarios (such as advertising machines requiring high brightness and long lifespan);
Customized requirements (such as irregular screens, special interface configurations).
4. Quality control and after-sales service
BOE: With the advantage of localization, the after-sales service network covers a wide range, but the repair rate of mid to low end products is slightly higher than the industry average. INNOLUX： The quality control standards are strict (especially for medical and vehicle certification products), but the after-sales response relies on the agent system, and the regional coverage is uneven.
5. Future competition focus
1. BOE: Continuously expanding LCD production capacity while impacting the high-end market through "technology reduction"; Accelerate the mass production of OLED production lines to get rid of the "low-end label".
2. Mass Innovation: Focus on upgrading Mini LED and Micro LED technologies to consolidate the commercial display market; Avoiding price wars through 'differentiated customization'.
Conclusion:
BOE rewrites industry rules with "scale is king", while crowdsourcing maintains high profit margins with "technical expertise". For ordinary consumers, BOE is the cost-effective choice; For professional scenarios, the technological accumulation of crowdsourcing is more trustworthy. The essence of the competition between the two is a microcosm of the different paths of "Made in China" and "Taiwanese Manufacturing", which may coexist in segmented markets for a long time in the future.
INNOLUX LCD DISPLAY:https://www.idtdisplay.com/products/innolux-lcd/
