On February 16, the technical standards of the first batch of “100 cities and 1000 screens” UHD video and audio transmission system were officially released. It is reported that the standard is led by the State Key Laboratory of ultra high definition video and audio production and broadcasting of China Central Radio and television and formulated by the world ultra high definition video industry alliance (UWA). Previously, it has been first applied to the promotion activity of “100 cities and 1000 screens”, broadcasting the Spring Festival Gala of China Central Television and the Beijing Winter Olympic Games on more than 100 ultra high definition screens in 35 cities.
If the formulation and release of technical standards pave the way for policies, the large-scale live broadcast of the Beijing Winter Olympic Games Using 8K technology is a “military training” on a large scale, which will heat up the end consumer market. A reporter from Shanghai Securities News visited several home appliance malls and found that consumers’ enthusiasm for offline consultation on 8K TV products increased significantly, and the sales of 8K TV of some brands increased sharply.
From the continuous iteration of industrial chain giant technology, to the large-scale use of Beijing Winter Olympic Games, and then to the release of the official ultra-high definition video standard, there are various signs that the 8K industrial chain has entered a new stage of development and the industry is full of spring.
8K new
“hundreds of cities and thousands of screens” superimposed international events to promote
“8K must be the future. It is a milestone for the first large-scale shooting and live broadcasting of the Beijing Winter Olympic Games.” Peng Jianfeng, Executive Secretary General of China electronic video industry association, believes that 8K has become the general trend in terms of content production and terminal application.
“From the perspective of content production, the Beijing Winter Olympics will be shot in 8K. In the later stage, it can match all terminal devices from 2K to 8K through transcoding, so as to truly face the future. If it is made in 4K, it will be a pity that it can not be transcoded into 8K in the future. Just like watching some classic old movies, the picture is blurred, and no matter how good the equipment is used, it can not be restored.” Peng Jianfeng frankly said, “On the other hand, from the perspective of terminal applications, not every terminal needs to be made of 8K. The continuous improvement of display definition is to meet the requirements of retina. When the display is very close, such as VR glasses, the monocular resolution needs to be more than 8K, and the human eye can feel the reality of the picture. In addition, when the display area is large, such as the large screen in the living room with an area of more than 75 inches, and With hundreds of inches of large public screen, 2K or 4K definition will still make people feel rough. When it is upgraded to 8K, it will produce a sense of immersion in the scene. “
In October 2021, with the joint deployment of six departments including the Ministry of industry and information technology, the “100 cities and 1000 screens” activity was officially launched to promote the landing of ultra-high definition video.
“The 8K upgrade of public large screen is a feast that commercial display manufacturers can’t miss.” In Peng Jianfeng’s view, the activity of “one hundred cities and one thousand screens” has greatly promoted the transformation and upgrading of 8K in the field of public information display, and the Winter Olympics has also become a new opportunity for the promotion and popularization of 8K technology.
As the first batch of screen suppliers of the “hundred cities and thousands of screens” project, BOE has completed the construction of several 8K ultra-high definition outdoor large screens in Beijing as early as before the opening of the Winter Olympic Games. In order to promote 8K ultra-high definition technology into the community, BOE joined hands with Beijing Radio and television station, Zoomlion ultra clear, Beijing Gehua Catv Network Co.Ltd(600037) , Beijing New Media Group, Beijing Mobile, Yicheng foundation, etc. to promote nearly 200 oversized 8K TVs into 150 communities, 10 universities, sports venues, administrative sub centers, etc. in Beijing. In addition, Ledman Optoelectronic Co.Ltd(300162) outdoor 8K UHD large screens built in Shenzhen and Guangzhou can support 8K UHD live programs of the Winter Olympic Games.
At the same time, BOE carried out core technology research around the broadcasting needs of ice and snow events, developed 110 inch, 75 inch and 31.5 inch 8K professional monitor products, and developed 75 inch 8K professional display for China’s first 8K + 5g broadcasting vehicle.
At the opening ceremony of the Winter Olympics, the giant “snowflake” shaped main torch platform and the unprecedented 8K ultra-high definition ground display system attracted the attention of the world, and the 8K solution applied also came from BOE. The stage floor of the opening ceremony is the largest 8K ultra-high definition ground display system at present, with an overall area of 10393 square meters. BOE adopts multiple picture fusion technology with 8K + resolution. The ultra-large-scale optical correction algorithm can conduct pixel level optical correction for each display picture, showing 100000:1 ultra-high contrast and 3840hz ultra-high refresh rate, And 29900×15096 ultra-high resolution Ultra HD gorgeous pictures.
8K change
the popularization of TV terminals still needs to “pass the three passes”
At present, mainstream TV brands have 8K TVs on sale, but the layout of new display technology has its own focus. According to the data of ovelvo, Samsung pays attention to micro led and qd-oled, LGE focuses on OLED, TCL carries out strategic layout for mini led B / L, Hisense mainly promotes laser TV, and 8K has become the technical highland claimed by brand manufacturers.
What really promotes the landing of 8K HD display is the development of 5g. With 5g accelerating the integration of all industries, Ultra HD is considered to be the main position of digital ecological content, which also provides a larger market for the popularization of 8K hardware.
Peng Jianfeng admitted that for the TV industry, 8K popularization needs to “pass three passes”. First, cost. The high price will make some consumers take a wait-and-see attitude towards 8K TV, which is an important reason why the sales volume in the early stage is not up. However, for semiconductor products, the cost is not a big problem, and the cost will naturally decrease in scale. For example, after the increase in the number of 4K TVs, the price has been close to 2K TVs. Second, the size is off. 8K is more suitable for the large screen in the living room above 75 inches. However, due to the lack of knowledge about viewing distance and the best size, many consumers are conservative in choosing the size, so they miss the opportunity to choose 8K TV. The knowledge related to the best size needs to be publicized and popularized by associations, manufacturers and media. Third, the content is off. 8K TV is more suitable for watching large-scale production films, literary and artistic performances, sports events, natural scenery and other programs. It is suggested that such 8K programs should be provided first. In addition, 8K distribution and transmission is a systematic project, which requires close cooperation among TV manufacturers, cable and broadband operators and content platforms to jointly open up the channel of 8K into the home.
Fortunately, in recent years, 5g + 8K technology has continuously pushed the viewing experience of sports events and major activities to a new peak, and the cost problem worried by manufacturers has improved. At present, BOE 8K UHD display terminals have covered a full range of product lines such as 31.5 inches, 75 inches, 98 inches and 110 inches, greatly reducing the cost of 8K UHD display terminals.
Driven by the Winter Olympics, consumer sales have improved. The reporter learned from the field interview that consumers’ enthusiasm for offline consultation on 8K TV products has increased significantly. In January this year, Skyworth’s 8K product film original color 8K TV q71 achieved a significant increase in sales of 550% month on month.
SKYWORTH’s hot sales are not a case. Liu Fei, research director of ovicloud’s consumer electronics division, said that driven by the Winter Olympics, the 8K TV market ushered in growth in January 2022. From the price point of view, while the offline 8K increased rapidly, the product price also decreased significantly. In January, the average price of offline 8K TV products was 16000 yuan, down 18.8% month on month.
It is estimated that the retail scale of 8K TV is expected to reach 150000 units in 2022.
8K machine
full link layout of listed companies 8K track
Around the 8K industrial chain, many listed companies have stepped up their layout, seizing opportunities from chips, display hardware, materials, decoding technology and even CDN, edge computing and other links.
8K live broadcasting technology was adopted for the first time in this winter Olympic Games, Wangsu Science & Technology Co.Ltd(300017) is one of the technical guarantors of the official live broadcasting platform and provides cloud distribution services. The company guarantees ultra-low delay, ultra-high definition picture quality and stable and smooth live broadcast effect of the Winter Olympic Games through leading streaming media technologies such as intelligent control HD, SRT and webrtc.
Wangsu Science & Technology Co.Ltd(300017) Huang Shalin, senior vice president and CTO, said that in the future, CDN and edge computing will become an effective means for the cost reduction of 8K live broadcast and the large-scale application of 8K display.
“8K display contains an extremely high amount of data and requires a faster transmission rate. For example, 8K video in one minute accounts for about 194gb of memory, and the transmission bandwidth needs to be at least 500mbps, which poses higher challenges to hardware facilities and network transmission.” Huang Shalin said that the core of edge computing is to sink the computing power and reduce the distance of data transmission through localized processing and storage of data, so as to greatly reduce the transmission network delay and core network delay, speed up the processing speed and save bandwidth, which can meet the needs of low delay, high broadband and high rate of 8K video transmission, boost the popularization of 8K and realize large-scale application.
At present, Wangsu Science & Technology Co.Ltd(300017) on the one hand, upgrade the CDN node, build an edge computing platform, and deploy a more efficient and perfect network infrastructure for the network bearer of ultra-high definition video. On the other hand, the company continues to innovate in the support of a variety of streaming media standards, such as fully supporting dash protocol and SRT protocol, constantly breaking through the bottleneck of transmission and content, and providing technical support for the realization of ultra-high definition of low definition video.
In terms of display equipment, Skyworth Digital Co.Ltd(000810) is responsible for tackling the key problems of VR helmet technology, including 8K real-time encoder, VR video adaptive transmission system 8K set-top box, ultra short focus VR glasses and other innovative products and systems are currently working with relevant units and departments to test the application of scientific and technological Winter Olympics R & D achievements, and the products have been applied to many test competitions.
In addition, Tpv Technology Co.Ltd(000727) has achieved mass production of 4K and 8K display products. The company said that it will continue to explore the application integration of ultra-high definition display and 5g technology, continue to innovate in the field of 5g + 4K / 8K products, and build the ultra-high definition large screen intelligent display terminal into the core of smart home.
In terms of display chips, shenkonka continues to promote the application of 8K display devices in home scenes and promote the upgrading of 8K ultra-high definition industry. The 8K display chip independently developed by the company has been certified by the Ministry of industry and information technology and is in dual hdmi2 1/DisplayPort1. 4. The 8K technology field of single line transmission is at the international advanced level and can be commercialized. Allwinnertech Technology Co.Ltd(300458) is now involved in the research and development of 8K video decoding technology.
At the same time, Sumavision Technologies Co.Ltd(300079) provides 8K codec equipment, IPG lossless transmission equipment and other products in China’s first 8K channel production and broadcasting system under construction by Beijing Television. The company also conducted new scene practice and testing, including 5g + UHD multi view live broadcast test, real vehicle test in the mobile studio of the Winter Olympic Games, etc.
Hangzhou Cncr-It Co.Ltd(300250) according to the investor interaction platform, the company’s video intelligent application business mainly involves broadcast control platform, CDN, soft terminal, EPG intelligent recommendation, user intelligent operation, etc. after the gradual popularization of 4K / 8K HD video, these technical links need to support HD video. In the future, with the development of HD video streaming, the company will increase R & D investment and improve technical support capacity.
