At a time when global consumer electronics products have encountered development bottlenecks, the electronic display supply chain has begun to pay more attention to the commercial and special-purpose markets. The industrial control automation industry is stable with its scale and growth rate, and has become one of the subdivisions worthy of layout. But at the same time, with its relatively stable and closed supply chain pattern, it has not a small challenge for new entrants.

HMI shipments accounted for 78% of the typical industrial display terminal market

Lotu Technology (RUNTO) mentioned in the “2022 Global industrial control display terminal market summary and Outlook” released earlier that in 2022, the global industrial control market size exceeded 250 billion US dollars, an increase of 5%. Among them, the typical industrial display terminal shipments of about 13.3 million units, the compound growth rate of 4.1% in the past five years.

Combined with the classification of traditional industrial control display terminal and display panel factory business, RUNTO will be applicable to complex environments (high temperature, low temperature, high brightness, salt spray, seismic, etc.) of the industrial type display panel collectively referred to as the industrial control screen. Display terminal products are divided into typical industrial control display terminal, class industrial control display terminal and pan-industrial control display terminal according to the main application scenarios.

Among them, the typical industrial control display terminal is mainly used in industrial automation production and other typical industrial uses, its PLC special control panel (only display + key operation), HMI (human-computer interaction interface), IFP (industrial panel) three categories as the core products.

Typical industrial display terminal classification

Image data source: RUNTO technology collated

According to RUNTO data, in the world’s overall typical industrial display terminal market in 2022, HMI is the largest shipment category, reaching 10.3 million units, accounting for about 78%. Therefore, this article mainly focuses on HMI (Human-computer Interaction interface) products.

Global: Wilenton, Siemens, Schneider and other Top8 accounted for 63% of the share

HMI as a standard configuration product in the industrial control industry, the industry demand is growing steadily, and the terminal brand pattern is relatively stable.

The top 5 shipping companies in the global market from 2018 to 2022 are Veronton, Siemens, Schneider, Delta and Principal. Verenton and Siemens ranked first and second in terms of market share, accounting for 16.1% and 12.5% in 2022.

Shipment share of TOP5 brands in the global industrial control HMI market in 2022

Data source: RUNTO Technology, unit: %

Together with Kunlun Tongtai, Advantech and Huichuan, the combined market share (CR8) of these eight companies will reach nearly 63% in 2022.

In addition, there are more brands that each account for less than 7% of the market share, with a combined market share of 37%, including Mitsubishi, ABB, Honeywell, Rockwell and other brands.

China: 28% of the world; Siemens dominates the Chinese market by 23.8%

HMI is a very important part of the localization plan of the industrial control industry.

According to RUNTO data, in 2022, HMI mono shipments in the Chinese market reached 2.937 million units, accounting for 28.4% of the global market.

In recent years, China’s HMI single market share has maintained a growing trend. This is strongly related to the increase in the penetration rate of industrial automation in China, especially the promotion of big data in China, which is very helpful to the use of industrial control HMI panels.

From 2018 to 2022, the brands of China’s HMI monomer market are mainly Siemens, Wilenton and Kunlun Tongtai, with the proportion of the three accounting for more than 10% in the past five years. Mergers in 2022 account for more than 50%.

Among them, Siemens market share has been the highest, maintaining more than 20%, and the market share in 2022 is 23.8%, which is the only brand enterprise that exceeds 20%. On June 20, witnessed by the Chinese and German prime ministers, the National Development and Reform Commission of China and Siemens signed the Memorandum of Understanding on Continued cooperation in Berlin, jointly promoting Siemens to strengthen cooperation with China and build cooperation in digitalization and other fields.