In the wave of intelligent upgrades in medical equipment, Chinese LCD manufacturers are opening up the high-end market through custom LCD modules.In August 2023, Tianma Microelectronics announced the mass production of its 4K 120Hz medical endoscope display, marking a new stage in domestic high-refresh medical display technology. According to CINNO Research, the market size of China’s medical LCD screens is expected to exceed $1.8 billion this year, with the demand for custom LCD modules accounting for over 40%, becoming a technological high ground for display manufacturers.
1.Breakthrough in Domestic 4K High Refresh Medical Displays, Custom LCD Modules Decouple from Import Dependency
The high-end medical display market, long monopolized by Japanese and Korean manufacturers, is being opened up by Chinese LCD companies. Tianma Microelectronics’ latest mass-produced5.5-inch custom LCD module integrates 4K resolution and 120Hz refresh rate, using self-developed RGBW pixel arrangement technology, reducing power consumption by 42% while maintaining a dark field accuracy of 0.01cd/m². This module has received FDA certification and is equipped in Olympus’s new generation of electronic endoscopes, directly replacing similar products from Sharp. This move has increased the localization rate of the domestic medical display supply chain from 28% in 2019 to 65%, with companies like BOE and Shenzhen Chao Guang Optoelectronics also accelerating their layout of touch modules specifically for surgical robots.
2.Cross-Industry Integration of Display Technology, Custom Demand Creates a Trillion-Level Ecosystem
In the cross-industry innovation of “medical devices + displays,” custom LCD modules demonstrate strong extensibility. AUO developed a 7-inch 3D LCD module for the Da Vinci surgical robot, enhancing the precision of doctors’ operations to 0.02mm through integrated polarized light layering technology; TCL Huaxing customized a 6.2-inch antibacterial LCD screen for portable ultrasound devices, using a nano-coating to reduce liquid contact failure rates by 90%. Industry analysts point out that the gross margin for such highly customized products can reach 45%, three times that of standard screens. In the first half of 2023, Chinese LCD manufacturers applied for 1,276 patents for custom modules in the medical field, a year-on-year increase of 68%.
3. Upgrading the Industry Chain Collaboration, Display Manufacturers Tap into Blue Oceans
In response to the personalized needs of medical equipment manufacturers, domestic display manufacturers are building a rapid response system. Innolux has established a“Medical Display Innovation Center,” reducing the custom module development cycle from 18 months to 9 months; Visionox has partnered with Mindray Medical to establish a joint laboratory to develop dedicated driver ICs for endoscopes, monitors, and other scenarios. This deeply bound cooperation model has increased the share of Chinese LCD manufacturers in the global medical display market from 12% in 2020 to 31% in 2023. According to Omdia, by 2025, the market size of China’s custom LCD modules for medical applications is expected to reach $5.3 billion, with a compound annual growth rate of 24%.
4.The Leap from Standard Products to Solutions
As price wars sweep through the consumer electronics sector, Chinese LCD manufacturers are achieving value breakthroughs in the medical field through their customization capabilities. From4K high-refresh endoscope displays to antibacterial touch modules, these innovations not only break technical barriers but also reconstruct the business model of the display industry. As the penetration rate of smart medical devices continues to rise, custom LCD modules may become the core engine for upgrading China’s display industry.
About Xienkai
Xienkai Electronics (abbreviated as CNK) was established in Shenzhen in 2010 and expanded its investment in Wuping, Fujian in 2019. It is a specialized enterprise engaged in the design, development, production, and sales of display devices. The company is committed to the perfect integration of smart technology and display technology, providing customers worldwide with high-quality, cost-effective full series of small and medium-sized displays, solutions, and services. With technology as the guide and quality as the foundation, Xienkai adheres to the concept of sustainable development and strives to become a new leader in the display industry, providing customers with better quality, stable, and fast services.