《LED大屏幕成為新一代競爭領域》LED大屏幕目前市場非常火爆，隨著很多人認識到LED大屏幕為商家能打造精品信息傳遞之外，還能針對受眾人群進行市場細分，目前的LED大屏幕已(yi)經不(bu)能滿足精細度(du)的要求(qiu)，新(xin)一輪(lun)的高(gao)清競(jing)爭時(shi)代(dai)已(yi)悄然來(lai)(lai)臨。隨(sui)(sui)著成(cheng)(cheng)(cheng)本(ben)大(da)(da)(da)(da)(da)幅下(xia)降以(yi)及顯(xian)(xian)示(shi)(shi)效果持續(xu)提(ti)升，小(xiao)(xiao)(xiao)間(jian)距(ju)(ju)(ju)(ju)LED大(da)(da)(da)(da)(da)屏(ping)(ping)幕(mu)行(xing)業(ye)(ye)呈爆發(fa)性增(zeng)長態(tai)勢，且(qie)供不(bu)應(ying)(ying)求(qiu)。小(xiao)(xiao)(xiao)間(jian)距(ju)(ju)(ju)(ju)LED替(ti)代(dai)DLP等拼接(jie)屏(ping)(ping)市(shi)(shi)(shi)場(chang)(chang)(chang)如火如荼，目前(qian)(qian)僅替(ti)代(dai)20%左(zuo)右。LED大(da)(da)(da)(da)(da)屏(ping)(ping)幕(mu)被廣泛應(ying)(ying)用(yong)(yong)于廣告媒(mei)體、體院(yuan)場(chang)(chang)(chang)館、舞臺(tai)背(bei)景、市(shi)(shi)(shi)政工(gong)程等領(ling)(ling)域，成(cheng)(cheng)(cheng)為(wei)LED應(ying)(ying)用(yong)(yong)領(ling)(ling)域最為(wei)成(cheng)(cheng)(cheng)熟的一個細分市(shi)(shi)(shi)場(chang)(chang)(chang)。業(ye)(ye)內(nei)人(ren)(ren)士(shi)表示(shi)(shi)，LED大(da)(da)(da)(da)(da)屏(ping)(ping)幕(mu)的小(xiao)(xiao)(xiao)間(jian)距(ju)(ju)(ju)(ju)技術壁壘較(jiao)高(gao)，傳(chuan)(chuan)統(tong)大(da)(da)(da)(da)(da)屏(ping)(ping)幕(mu)行(xing)業(ye)(ye)的企(qi)(qi)業(ye)(ye)難以(yi)切入(ru)，行(xing)業(ye)(ye)集(ji)中度(du)正(zheng)快速(su)提(ti)升。光(guang)大(da)(da)(da)(da)(da)證(zheng)券(quan)認為(wei)，小(xiao)(xiao)(xiao)間(jian)距(ju)(ju)(ju)(ju)LED發(fa)展(zhan)趨勢已(yi)得到(dao)產(chan)業(ye)(ye)界確(que)認，預計(ji)未(wei)(wei)來(lai)(lai)3年(nian)(nian)復(fu)合增(zeng)速(su)有(you)望超(chao)(chao)過60%。業(ye)(ye)內(nei)人(ren)(ren)士(shi)介(jie)紹，對于技術創新(xin)推動的成(cheng)(cheng)(cheng)長型行(xing)業(ye)(ye)，當市(shi)(shi)(shi)場(chang)(chang)(chang)滲透(tou)率在(zai)20%-50%時(shi)，行(xing)業(ye)(ye)將進(jin)入(ru)爆發(fa)階(jie)段(duan)。“2016年(nian)(nian)是小(xiao)(xiao)(xiao)間(jian)距(ju)(ju)(ju)(ju)LED爆發(fa)元(yuan)年(nian)(nian)，預計(ji)未(wei)(wei)來(lai)(lai)2-3年(nian)(nian)仍將保持超(chao)(chao)高(gao)增(zeng)速(su)，到(dao)2018年(nian)(nian)市(shi)(shi)(shi)場(chang)(chang)(chang)規(gui)模接(jie)近百(bai)億元(yuan)。”據了解(jie)，目前(qian)(qian)主要應(ying)(ying)用(yong)(yong)于廣告傳(chuan)(chuan)媒(mei)、體育(yu)場(chang)(chang)(chang)館、舞臺(tai)背(bei)景、市(shi)(shi)(shi)政工(gong)程等領(ling)(ling)域。隨(sui)(sui)著小(xiao)(xiao)(xiao)間(jian)距(ju)(ju)(ju)(ju)LED技術逐步成(cheng)(cheng)(cheng)熟，未(wei)(wei)來(lai)(lai)還將應(ying)(ying)用(yong)(yong)于更多新(xin)興(xing)領(ling)(ling)域。上市(shi)(shi)(shi)公(gong)司(si)(si)方面，為(wei)適應(ying)(ying)行(xing)業(ye)(ye)發(fa)展(zhan)，不(bu)少LED大(da)(da)(da)(da)(da)屏(ping)(ping)幕(mu)企(qi)(qi)業(ye)(ye)謀(mou)求(qiu)業(ye)(ye)務轉(zhuan)型升級。其(qi)中，雷曼股份(fen)、聯建光(guang)電分別在(zai)體育(yu)、傳(chuan)(chuan)媒(mei)領(ling)(ling)域進(jin)行(xing)了較(jiao)為(wei)成(cheng)(cheng)(cheng)功(gong)的探索(suo)。利亞(ya)德則(ze)表示(shi)(shi)，小(xiao)(xiao)(xiao)間(jian)距(ju)(ju)(ju)(ju)顯(xian)(xian)示(shi)(shi)商(shang)用(yong)(yong)市(shi)(shi)(shi)場(chang)(chang)(chang)的爆發(fa)已(yi)來(lai)(lai)臨，千億民用(yong)(yong)市(shi)(shi)(shi)場(chang)(chang)(chang)正(zheng)在(zai)起步，公(gong)司(si)(si)將繼(ji)續(xu)保持領(ling)(ling)先優勢，擴大(da)(da)(da)(da)(da)產(chan)能，加強(qiang)渠(qu)道建設，實現(xian)(xian)(xian)高(gao)速(su)增(zeng)長。業(ye)(ye)內(nei)人(ren)(ren)士(shi)表示(shi)(shi)，在(zai)此(ci)背(bei)景下(xia)，利亞(ya)德、聯建光(guang)電、慧明和(he)(he)洲明科技等企(qi)(qi)業(ye)(ye)，攜資(zi)本(ben)、成(cheng)(cheng)(cheng)本(ben)等優勢快速(su)崛(jue)起。預計(ji)未(wei)(wei)來(lai)(lai)兩三(san)(san)年(nian)(nian)，在(zai)LED顯(xian)(xian)示(shi)(shi)四小(xiao)(xiao)(xiao)龍(long)中，將出現(xian)(xian)(xian)1-2家收入(ru)達到(dao)甚至超(chao)(chao)過50億元(yuan)的企(qi)(qi)業(ye)(ye)。此(ci)前(qian)(qian)，行(xing)業(ye)(ye)門檻(jian)較(jiao)低，行(xing)業(ye)(ye)集(ji)中度(du)較(jiao)低，行(xing)業(ye)(ye)前(qian)(qian)十總市(shi)(shi)(shi)場(chang)(chang)(chang)份(fen)額不(bu)到(dao)10%。隨(sui)(sui)著LED顯(xian)(xian)示(shi)(shi)技術的提(ti)升和(he)(he)規(gui)模效應(ying)(ying)顯(xian)(xian)現(xian)(xian)(xian)，行(xing)業(ye)(ye)技術和(he)(he)資(zi)金壁壘也在(zai)顯(xian)(xian)著提(ti)升。以(yi)三(san)(san)思科技為(wei)例，公(gong)司(si)(si)是國內(nei)LED顯(xian)(xian)示(shi)(shi)和(he)(he)LED照明產(chan)品(pin)(pin)與解(jie)決(jue)方案的領(ling)(ling)軍企(qi)(qi)業(ye)(ye)，公(gong)司(si)(si)不(bu)斷(duan)突破小(xiao)(xiao)(xiao)間(jian)距(ju)(ju)(ju)(ju)LED屏(ping)(ping)的技術瓶頸，通過產(chan)品(pin)(pin)升級、渠(qu)道優化(hua)、應(ying)(ying)用(yong)(yong)領(ling)(ling)域拓展(zhan)等方式(shi)增(zeng)強(qiang)核心競(jing)爭力。慧明2016年(nian)(nian)三(san)(san)季(ji)報顯(xian)(xian)示(shi)(shi)，公(gong)司(si)(si)小(xiao)(xiao)(xiao)間(jian)距(ju)(ju)(ju)(ju)LED大(da)(da)(da)(da)(da)屏(ping)(ping)幕(mu)實現(xian)(xian)(xian)簽單約1.42億元(yuan)，比(bi)上年(nian)(nian)同(tong)期(qi)增(zeng)長約60%，約占公(gong)司(si)(si)第三(san)(san)季(ji)度(du)全(quan)部大(da)(da)(da)(da)(da)屏(ping)(ping)幕(mu)訂單46%。報告期(qi)內(nei)，公(gong)司(si)(si)新(xin)推出的HDV小(xiao)(xiao)(xiao)間(jian)距(ju)(ju)(ju)(ju)系列(lie)(lie)產(chan)品(pin)(pin)是行(xing)業(ye)(ye)首創貼(tie)墻前(qian)(qian)維護小(xiao)(xiao)(xiao)間(jian)距(ju)(ju)(ju)(ju)產(chan)品(pin)(pin)，獲得了市(shi)(shi)(shi)場(chang)(chang)(chang)好評。洲明科技2016年(nian)(nian)前(qian)(qian)三(san)(san)季(ji)度(du)實現(xian)(xian)(xian)營業(ye)(ye)總收入(ru)6.72億元(yuan)，同(tong)比(bi)增(zeng)長7.60%。公(gong)司(si)(si)進(jin)一步擴充與完善了幕(mu)全(quan)產(chan)品(pin)(pin)線(xian)的系列(lie)(lie)化(hua)和(he)(he)標準化(hua)。