According to the survey data, in 2021, the market sales scale of domestic security market monitoring and visualization large screen equipment (LCD splicing screen, small spacing LED screen) will reach nearly 10.5 billion yuan, breaking through the "10 billion threshold" for the first time, and the market will continue to maintain a stable "double-digit" growth rate!

Visual display of security monitoring, polarization of technological development

One of the characteristics of the security visualization display market in 2021 is that the market size of small pitch LED displays starts to accelerate. In particular, the advantages in splicing visual effects of products with spacing below P1.0 are gradually emerging. At the same time, the price of P1.2-p1.8 spacing index products continues to decline, showing its strength in the high-end security market, becoming an optional technical path for security to truly enter the "seamless era".

Industry insiders said, "The more projects with high value-added functions such as command and dispatch, the more friendly customers will be to small pitch LED screens". From a certain point of view, the small pitch LED display is replacing the 1.8mm pitch LCD splicing screen and becoming one of the "representative of the high-end market" technologies of security visualization. In this regard, the main advantage of the small pitch LED screen is "seamless", while the disadvantage focuses on "price and pixel resolution indicators".

Because of the latter, small pitch LED screens in the security market rely more on "real high-end projects or large size display projects". The market is characterized by limited scale but high gross profit. This is quite different from the pattern that the LCD LCD splicing market is dominated by "sinking" markets and 2 * 2 splicing applications. It remains to be seen whether this "polarized" technology market pattern will continue to develop with the further reduction of the threshold of small pitch LED seam technology in the future security visual display market.

Visual security enters the era of "data" as the core

In the demand increment of security visual display in 2021, the vast majority comes from "high-quality and quantitative transformation of traditional demand". That is, with the development of smart security and Internet of Things security concepts, the demand for security display based on "data display" rather than simple "video reproduction" functions is growing rapidly.

For example, in the construction of smart community, the security display has changed from "video playback" to "video playback+" integration of community video monitoring, intelligent analysis, access control system, entrance management, electronic fence, electronic patrol and other systems "all element data", thus forming a "deep visual security application" mode with "event and matter tracking" as the main real-time display content.

"From video security to data security; from original video playback to AI processing and display of the internal logic and laws of various data, including video; from post verification of key events to real-time intervention and alarm..." Industry insiders pointed out that the data age of security visualization has greatly improved the social and production value of "real-time monitoring visualization". Although this "deep business" application still belongs to the "peak market" of the industry, it has the potential and trend of further popularization in the future.

From the perspective of security display market, the total amount of content to be displayed in the security system in the "data" era is bound to be "dramatically increased". This is obviously good news for more "display" demands: complex applications, deep applications and AI smart security have become the main driving force for the growth of demand for display terminals in the industry. Especially in the context of increasingly saturated security visualization market, quality improvement will be the only center of industry growth in the next era.

Ultra HD security is "emerging", putting forward new requirements for the visualization end

In recent years, "ultra-high definition" security is also one of the focuses of industry development. Especially on the camera side, the application of "more than one generation" of ultra-high definition cameras can improve the compactness of the system as a whole, and provide differential values including "real-time large field of view monitoring, detailed close-up capture".

The deployment of 4k/8k and other UHD front-end systems will inevitably require the back-end playback display system to meet the "equivalent technical specifications". Especially for 8K visual effect, large screen ultra clear display is required to realize the advantage of "detail recognition". This is equivalent to improving the "transmission and display" performance requirements of the security display system, which is conducive to the high-quality development of security display.

However, in the security visualization system, "economy" is always one of the important competition dimensions. This determines the application of ultra-high definition security display, which is difficult to be a universal standard configuration. At present, the market basically adopts the method of "dedicated UHD playback screen" to meet this emerging demand. Industry insiders said that the popularization of UHD security system in the future must be based on "cost reduction" and "more mature and rich value mining of UHD machine vision system".

That is, at present, the main problem faced by the UHD security industry is that "hardware technology progress" is too much "data value mining and application value expansion"—— Machine vision is more to solve the problem of good looking, but the industry has not completely solved the problem of how to apply it after looking good. This has led to the ultra-high definition security visualization application being temporarily in a narrow field.

Security concept will be upgraded again in the future, and security visualization will evolve to the AR/MR era

With the development of AI technology, video surveillance has changed from the traditional "only to see" to "actively know". However, this is not the ultimate form of industrial technology upgrading and high-quality development. In 2021, many industry enterprises proposed that the future industry development would be "AR/MR" based on security monitoring visualization.

That is, security visualization should be upgraded from providing decision-making basis to "directly managing and controlling front-end equipment and personnel". In this regard, the current major technological progress involves the establishment of the "Digital Twin" security monitoring system and the configuration and remote management of front-end automation facilities—— With the combination of the two, a preliminary "AR" security system may emerge. This will directly drive more equipment demand and more value creation of the security monitoring center.

For the security industry to move towards "AR/MR", industry experts believe that, in addition to "machine vision, the Internet of Things, AI+big data" and other basic technologies that have taken shape at present, it is also necessary to "form a mature market model" on the basis of "in-depth realization of specific business" to promote "AR/MR". That is, security monitoring must be truly integrated into "daily business and workflow" to ultimately create the "AR/MR" security era. This requires not only the intelligence of traditional systems, but also "the re integration and intelligence of all business flows".

In 2021, based on the high development of security intelligence and big data, the industry again proposed the concept upgrade from visual security to the AR/MR era, which provides direction guidance for the further development of the security industry in the future, and also injects more "confidence" into the long-term growth of the industry, outlining more "space".

Withstand the change of industrial chain, the security industry deeply optimizes the supply structure

In 2021, the security visual display market also experienced perhaps the strongest "industrial chain" roller coaster ever. For example, in the first half of 2021, the LCD panel will be at the highest price in the fastest price rise cycle in history. In the second half of 2021, especially in the third quarter, it will enter the "fastest price drop trend in history".

For another example, in 2021, the upstream and downstream of the security industry chain will face the crisis of rising prices of basic raw materials and shortage of IC products, which will cause certain interference to the market supply chain. The price of industrial products fluctuated in both directions. Some enterprises with poor supply chain management ability have some operating difficulties. The above changes indicate the necessity of building the "supply chain" capacity of security enterprises. That is, the security industry will not always be in the "good environment" of advantage expansion cycle, continuous technology iteration, cost iteration and sufficient supply: it is not alarmist to take precautions against possible difficulties.

To sum up, the security visualization in 2021 shows that the market presents a composite development trend of "extruding a certain foam from benign growth", "coexistence of stock market upgrading and new technology driven expansion", "market centralization and innovation industry peers". Industry research predicts that this rule will be desired to be maintained for a long time, especially with the further integration and development of security and machine vision, AI chips, algorithms, image sensors, biometrics and other scientific and technological innovations, the industry market will continue to maintain a stable growth model of "quality first".

Source: Tencent