Recently, at the “5th International Commercial Display Elite Summit,” the “28th International New Display and Touch Elite Summit,” and the “E-Paper Technology and Application Summit Forum,” all supported by exclusive think tank RUNTO Technology, Ms. Wang Yuhong, Chief Operating Officer of RUNTO Technology, delivered excellent keynote speeches at the three forums.
The reports covered the current market development status, logic, and trend predictions across three different dimensions: commercial display scenarios, small to medium-sized display products, and the entire e-paper industry chain. Their comprehensive, solid, and forward-looking research perspectives provided meaningful insights from multiple angles for the industry.
In fact, these three research directions reflect the current strategic focus of the global display industry. From the perspective of application scenarios, in the era of “stock competition” where growth in the consumer electronics market is slowing, commercial applications are opening up a new growth curve for the display industry. From the product perspective, small to medium-sized displays, due to their relatively low consumption of display area, often have their performance overlooked, yet they are precisely the areas with the highest innovation density and technological differentiation, often referred to as “invisible champions.” From the technological route, e-paper has become one of the most notable new display directions due to its deep alignment with the trend of carbon neutrality and its visually friendly characteristics akin to paper.
In summary, the themes revealed by the series of reports can be highly summarized as “scenario-driven, product innovation, sustainable value. These three elements together constitute the key winning points for the display industry in the next five to ten years.
“Analysis of the Global Commercial Display Market: Replacement Cycles and Iterative Dynamics of Product Structures”
The replacement cycles and iterative dynamics of the global commercial display market connect the upgrading context of product technology, scenarios, and experiences.
On the market side, the comprehensive layout of commercial displays has gradually evolved products from standalone devices to a network of interconnected devices, ultimately making commercial display terminals a “data-driven” interface for precise decision-making; on the technology side, from the popularization of LCDs to breakthroughs in 4K/8K ultra-high definition, Mini/Micro LED technologies, and upgrades in high contrast and high brightness metrics, the old products are being accelerated out of the market; on the scenario side, applications in smart retail, smart healthcare, smart offices, and smart education provide a stable market base for the commercial display industry and continuously feedback demand changes, forcing the iterative upgrades of commercial display products to adapt to different scenario needs; on the experience side, direct sensory demands for touch interaction, high-definition displays, and healthy displays are becoming increasingly urgent and have become core demands driving industry development.
Currently, the global commercial display is transitioning from “capable of displaying” to “superior display.” Technology implementation is carried out through scenarios, and scenario demands drive new technological iteration directions through experience upgrades, reshaping the market product structure.
By 2025, the market size of six typical global commercial display products (including LED displays, commercial projectors, interactive panels, commercial TVs, digital signage, and large screen splicing) is expected to reach 247.9 billion yuan, with a year-on-year growth of 5%.
“Micro-Ecological Trend Analysis of Small to Medium-Sized Products”
The market characteristics of small to medium-sized display products can be summarized in 2025 as “finding new paths, data as a bridge, products as beams,” focusing on building an ecosystem of products and applications as the core of innovation, pushing products into more vertically segmented tracks, thus demonstrating strong vitality. However, it is undeniable that issues such as material and manufacturing capacity surplus still exist, and the “competition in price” and “competition in quality” contradictions arising from supply and demand relationships remain sharp. From the surface of market development, the innovative development of small to medium-sized products shows significant “micro-ecological” phenomena. In the short term, the small to medium-sized display market remains a contest of “hard power.”
In terms of data, typical representatives of small to medium-sized products, such as monitors and laptops, are expected to maintain growth in sales by 2025. Among them, in the laptop sector, gaming laptops are expected to see a sales growth of 7%, while ultrabooks are expected to grow by 10%. Additionally, AIPC is entering a period of rapid layout, with a sales growth rate in the Chinese market exceeding 90% by 2025, and by 2028, the global shipment share of AIPC is expected to reach 70%.
The small to medium-sized display industry is evolving from “scale competition” to “value competition,” starting from “micro-ecology” and gradually breaking development bottlenecks through “micro-innovation” and “micro-experience,” which can be summarized as details determining success or failure. On the technical level, products represented by OLED and e-paper technology are gradually expanding in scale, and the diversification of display technologies provides greater imaginative space for hardware terminals. In the future, focusing on user needs and building a solid product micro-ecology with high-quality products, reasonable pricing, and attentive service will lead the release of value in the industry under the new era.
“The Era of ePaper IOT is Here: Balancing ‘Stability’ and ‘Interactivity’ through Diverse Applications”
In the global display industry, with diverse upstream technologies and abundant mid-to-lower stream production capacity, continuous product innovation is the source of growth. Among them, e-paper technology is leveraging the explosion of IOT to welcome new growth spaces. It is expected that by 2025, the global market size of e-paper display terminals will reach 14.2 billion USD, becoming one of the fastest-growing segments in the display technology field.
In recent years, the e-paper industry ecosystem has activated the merger of materials, equipment, manufacturing, and terminals, with a combined output value exceeding 42 billion USD, and the manufacturing proportion of e-paper modules in China has reached 96%, with cumulative shipments of e-paper modules exceeding 1.14 billion pieces in the past three years.
Moreover, e-paper continues to perform well in traditional smart retail, with the expected shipment volume of e-paper price tags reaching 480 million pieces by 2025, a year-on-year growth of 53.7%, and the terminal value of e-paper price tags alone has exceeded 6 billion USD.
The development of the e-paper industry has always adhered to leveraging strengths and avoiding weaknesses, maintaining a dynamic balance advantage through “stability + interactivity,” steadily establishing a product application ecosystem centered on e-paper technology. In the future, with the support of AI technology, it will accelerate penetration into core scenarios such as office and reading, while actively laying out e-Paper IOT to achieve multi-device interconnectivity, forming a product group of e-paper smart hardware terminals with green, low-carbon, and stable advantages, thus helping the display industry enter a new cycle of greener, healthier, and more sustainable development.
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