[Industry Report] "Competitive Landscape and Development Trends of Chinese LED Light Pole Screen Manufacturers"
LED light pole screens, as an outdoor display device that combines LED display technology with light poles, have played an increasingly important role in the construction of smart cities in recent years. They are usually installed on light poles in urban roads, parks, squares and other places, and have multiple functions such as information release, advertising, and environmental monitoring. From the perspective of classification, according to the screen size, they can be divided into small (screen diagonal less than 32 inches), medium (32-55 inches) and large (greater than 55 inches) light pole screens. According to the display color, there are monochrome, two-color and full-color LED light pole screens. In terms of installation methods, they include wall-mounted, embedded and cantilevered.
The LED light pole screen industry chain covers upstream raw material and component supply, midstream screen manufacturing, and downstream application and service links. The upstream mainly includes suppliers of raw materials and parts such as LED chips, driver ICs, power modules, and light poles, among which LED chips are core components. Domestic companies such as Sanan Optoelectronics and Huacan Optoelectronics occupy an important position in the field of chip manufacturing. The midstream is the LED light pole screen manufacturer, which is responsible for the design, assembly and production of the screen, such as Foshan Qingsong Technology and Tailong Zhixian. They integrate upstream resources to produce LED light pole screen products of different specifications and functions. The downstream is the application field, including municipal engineering, transportation hubs, commercial blocks, scenic spots, etc. Through system integrators and operators, LED light pole screens are applied to actual scenes, and content management, operation and maintenance services are provided.
In recent years, the scale of China's LED light pole screen market has shown a rapid growth trend. According to QYResearch data, the scale of China's LED outdoor display light pole screen market will be about 1.25 billion yuan in 2023, and it is expected to grow to 2.8 billion yuan by 2030, with a compound annual growth rate (CAGR) of 12.3% during 2024-2030. This growth is mainly due to the continuous advancement of smart city construction. Local governments have continuously increased their investment in urban informatization and intelligent transformation. As an important part of smart cities, the demand for LED light pole screens has increased significantly.
From the perspective of regional distribution, China's LED light pole screen market is uneven. Due to its developed economy, the construction of smart cities started earlier in East China, and its market share is the highest, reaching about 35%. Among them, the level of urban informatization in Jiangsu, Zhejiang, Shanghai and other places is relatively high, and the demand for LED light pole screens is not only reflected in quantity, but also in the function and quality of the products. South China follows closely, accounting for about 25%. Cities represented by Shenzhen have a strong technical and industrial foundation in the LED industry, which promotes the application of LED light pole screens in local and surrounding areas. North China, Central China, Southwest China and other regions are also actively promoting the construction of smart cities, and their market share is gradually increasing.
LED light pole screens are widely used in many fields. In the field of municipal engineering, it is used to release urban road information, such as traffic guidance, weather warnings, government announcements, etc., to improve urban management efficiency and the timeliness of information dissemination. In terms of transportation hubs, airports, railway stations, bus stations and other places use LED light pole screens to release flight/train information, guide passengers to travel, and improve the travel experience of passengers. Commercial blocks are an important position for LED light pole screen advertising. Through precise advertising, it attracts consumers' attention and brings more traffic to businesses. Scenic spots use LED light pole screens to display information such as scenic spot introductions, tour routes, and real-time passenger flow to improve the service quality of scenic spots and tourist satisfaction.
At present, China's LED light pole screen manufacturers have formed a multi-level competitive echelon. The first echelon is the leading companies in the industry, such as Tailong Zhixian, which have strong technical research and development capabilities, large-scale production capabilities and extensive market channels. The products have a high reputation and market share in both domestic and foreign markets, and the annual sales are usually more than 100 million yuan. The second echelon includes companies such as Haohui Chengxin and Smart City Terminal. These companies have certain advantages in technology and market, focus on niche market areas, occupy a certain market share through differentiated competition, and have annual sales of 50 million to 100 million yuan. The third echelon is a large number of smaller companies that mainly rely on cost advantages to conduct business in the regional market. The technical content of their products is relatively low, and their annual sales are generally below 50 million yuan.
Tailong Zhixian has a market share of about 60%. The company focuses on product innovation and intelligent development. The smart LED light pole screen it launched integrates a variety of sensors and intelligent control systems, and has outstanding performance in smart city construction. With its many years of technical accumulation and rich project experience in the field of LED display, its products cover a variety of specifications and application scenarios, and have many large-scale project cases in municipal engineering, transportation and other fields. It can be seen that the market concentration is relatively high.
As people's requirements for visual experience continue to increase, high-definition and ultra-high-definition display technology has become an important development trend of LED light pole screens. At present, high-definition LED light pole screens with a spacing of P2 have appeared on the market, and some companies have even launched ultra-high-definition products with a spacing of P1. These products can present more delicate and realistic images and video effects, and are increasingly widely used in commercial advertisements and high-end municipal projects.
Against the backdrop of global advocacy of energy conservation and emission reduction, energy-saving and environmental protection technologies have attracted much attention in the LED light pole screen industry. On the one hand, by adopting new LED chips and driver ICs, the power consumption of products can be reduced. For example, the intelligent dimming technology developed by some companies can automatically adjust the screen brightness according to the ambient light, effectively reducing energy consumption. On the other hand, in the product manufacturing process, environmentally friendly materials are used to reduce environmental pollution. The recyclable light pole screens launched by some companies are made of recyclable materials from the screen body to the light pole, which is in line with the concept of sustainable development.
The integration of intelligence and the Internet of Things is the core trend of the future development of LED light pole screens. By integrating sensors, Internet of Things modules, etc., LED light pole screens can achieve interconnection with other devices, and have functions such as intelligent perception, remote control, and data analysis. Connected to the traffic system, it can obtain traffic flow information in real time and adjust the timing of traffic lights. Through the analysis of environmental sensor data, it provides data support for urban environmental monitoring. At the same time, artificial intelligence technology is used to achieve accurate push of advertising content and optimization of playback strategies, thereby improving the effectiveness of advertising.
With the in-depth promotion of smart city construction across the country and the continuous expansion of LED light pole screens in new application areas, it is expected that the scale of China's LED light pole screen market will continue to maintain a high growth rate in the next few years. Especially in second- and third-tier cities and rural areas, with the acceleration of informatization construction, the market potential is huge. At the same time, with the continuous maturity of product technology and the reduction of costs, LED light pole screens will be used in more fields, further promoting the expansion of the market scale.
With the further development of technologies such as artificial intelligence and big data, LED light pole screens will continue to expand innovative application scenarios. In the field of intelligent transportation, combined with autonomous driving technology, it provides real-time road information and guidance for autonomous driving vehicles. In the field of public health, sensors are used to realize functions such as epidemic prevention and control information release and crowd gathering monitoring. The expansion of innovative application scenarios will bring new growth points to the LED light pole screen industry.