Hasashe Goma don Masana'antar Nuni a cikin 2021

Don farawa daga 2021, zan ci gaba da al'adar da aka fara shekaru biyu da suka gabata na shimfida wasu tsinkaya na shekara. Na tuntubi abokan aikina na DSCC don batutuwan ban sha'awa da kuma tsinkaya kuma na karɓi gudummawa daga Ross da Guillaume, amma na rubuta wannan shafi don asusun kaina, kuma kada masu karatu su ɗauka cewa wani a DSCC yana da ra'ayi iri ɗaya.

Yayin da na ƙididdige waɗannan hasashen, lambobin don tunani ne kawai; ba su cikin kowane tsari na musamman.

#1 - Tsagaita Wuta amma Babu Yarjejeniyar Zaman Lafiya a Yakin Ciniki tsakanin Amurka da China; Tariffs na Trump ya tsaya a wurin

Yakin kasuwanci da China na daya daga cikin tsare-tsare da gwamnatin Trump ta rattabawa hannu, wanda ya fara da wani jerin haraji kan kayayyakin da Amurka ke shigowa da su China. Shekara guda da ta wuce, Trump ya sanya hannu kan wata yarjejeniya ta farko ta "Phase 1" wadda aka yi niyya don share fagen kulla yarjejeniya tsakanin kasashen biyu. Tun daga wannan lokacin, cutar ta kara habaka tattalin arzikin duniya tare da kawo cikas ga cinikayyar duniya, amma rarar cinikin da Sin ta samu da Amurka ya fi kowane lokaci girma. Gwamnatin Trump ta mayar da hankalinsu daga haraji zuwa takunkumi a shekarar 2020, inda ta bugi Huawei da matsalolin da suka durkusar da kasuwancin wayar salula yadda ya kamata kuma suka kai shi ga kawar da tambarinsa na girmamawa.

Yayin da za mu ga karshen shugabancin Trump a watan Janairu, muna sa ran cewa gwamnatin Biden za ta kula da batun, idan ba sautin ba, na manufofin Trump kan China. Da alama kyamar Sinawa a Amurka wani lamari ne da ba kasafai ba na yarjejeniyar bangaranci a majalisar wakilai, kuma goyon bayan dage takunkumi kan kasar Sin ya kasance mai karfi. Duk da cewa Biden ba zai iya bin wasu sabbin haraji ba, kuma yana iya kaucewa fadada jerin sunayen kamfanonin kasar Sin da aka yi niyyar sanyawa takunkumi, shi ma ba zai sassauta matakan da Trump ya shimfida ba, ko kadan ba a shekarar farko da ya hau kan karagar mulki ba.

A cikin samfuran ƙarshen masana'antar nuni, Talabijan kawai ne suka shafi harajin ladabtarwa na Trump. Farashin farko na kashi 15% kan shigo da talabijin na kasar Sin da aka aiwatar a watan Satumba na shekarar 2019 ya ragu zuwa kashi 7.5 cikin 100 a cikin yarjejeniyar mataki na 1, amma wannan harajin ya ci gaba da aiki, kuma ya kara harajin kashi 3.9% kan shigo da talabijin daga sauran kasashe. Mexico, a karkashin yarjejeniyar USMCA wadda ta maye gurbin NAFTA, na iya fitar da talabijin ba tare da haraji ba, kuma harajin Trump ya taimaka wa Mexico ta dawo da rabonta na kasuwancin TV a 2020. Wannan tsari zai ci gaba da zuwa 2021, kuma muna sa ran shigo da TV daga China a 2021. za a kara rage daga matakan 2020.

Ana Shigo da Talabijin na Amurka ta Ƙasa da Ƙungiyar Girman allo, Kuɗi, Q1 2018 zuwa Q3 2020

Tushen: US ITC, Binciken DSCC

Yayin da sarkar samar da talabijin ta tashi daga kasar Sin zuwa Mexico, sassan samar da kwamfutocin litattafai, allunan da na'urorin saka idanu sun kasance China ta mamaye su. A cikin wayoyin komai da ruwanka, kason kayayyakin da ake shigo da su daga kasar Sin ya ragu, yayin da masu kera wayoyi da dama, musamman Samsung, suka canja wasu kayayyaki zuwa Vietnam. Indiya ta zama tushen tushen wayoyin hannu da ake shigo da su zuwa Amurka. Wataƙila wannan canjin daga China zai ci gaba a cikin 2021 saboda, ban da damuwa game da yaƙin kasuwanci, masana'antun suna neman samar da farashi mai rahusa a Vietnam da Indiya yayin da ma'aikata ke ƙara tsada a bakin tekun China.

#2 Samsung Zai Sayar da Panels masu ninkawa tare da UTG zuwa Wasu Alamomin

A farkon 2020, mun annabta cewa Ultra-Bakin Gilashi (UTG) za a gane shi a matsayin mafi kyawun murfin don nunin nuni. Hasashen ya kai ga manufa, kamar yadda muka kiyasta cewa kashi 84% na bangarorin waya masu ninkawa sun yi amfani da UTG a cikin 2020, amma duk sun fito ne daga iri guda - Samsung. Tare da ja da baya na Huawei daga kasuwar wayoyin hannu da iyakantaccen wadata akan wasu nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan ma'auni ma'auni, Samsung ya kusan samun ikon mallakar wayoyin hannu a cikin 2020.

A cikin 2021, muna sa ran cewa wasu samfuran za su shiga jam'iyyar UTG. Samsung Nuni ya gane cewa ba shine mafi kyawun amfani ba don samun kamfani guda ɗaya wanda ke mamaye kasuwa mai lanƙwasa kamar yadda ya faru a cikin 2019 da 2020. A sakamakon haka, Samsung Nuni zai fara ba da bangarori masu ninkawa tare da UTG ga sauran abokan ciniki a cikin 2021. A halin yanzu muna tsammanin Oppo , Vivo, Xiaomi da Google ga kowace tayin a kalla layi daya tare da Samsungi don bayar da dukkan nau'ikan hotuna guda 3 a cikin 2021 - Nemi XiaShi don bayar da duk nau'ikan nau'ikan abubuwa 3 a cikin 2021 - Nemi XiaShi don bayar da duk nau'ikan nau'ikan abubuwa 3 a cikin 2021 - Gaba ɗaya, a-zaba, a waje na ƙarshe 2 model za su yi amfani da bangarori daga SDC.

Farashin Panel TV na #3 LCD Zai Kasance Sama da Matsayin 2020 Har zuwa Q4

Farashin panel TV na LCD yana da shekarar abin nadi-coaster a cikin 2020, tare da maki uku a farkon rabin shi kaɗai sannan ya sami ƙaruwa mai yawa a cikin rabin na biyu. Shekarar ta fara da farashin panel yana tashi bayan Samsung da LGD sun ba da sanarwar cewa za su rufe ikon LCD don matsawa zuwa OLED. Sannan cutar ta barke kuma ta haifar da raguwar farashin firgita yayin da kowa ke fargabar koma bayan tattalin arziki a duniya, har sai da ya bayyana cewa odar-gida da kulle-kullen ya haifar da karuwar bukatar talabijin. Farashin ya fara karuwa a watan Yuni, sannu a hankali da farko sannan kuma yana haɓakawa a cikin Q4 don ƙare shekara fiye da 50%.

LCD TV Panel Fihirisar Farashin da Canjin Y/Y, 2015-2021

Source: DSCC

Duk da yake Q1 yawanci zai zama farkon raguwar yanayi don buƙatar TV, ba ma tsammanin farashin panel zai ragu saboda fargabar ƙarancin gilashin da ya haifar da ƙarancin wutar lantarki a NEG tare da matsalolin gilashin Gen 10.5 a Corning. A ƙarshen Q1, ko da yake, za a dawo da samar da gilashin kuma yanayin yanayi na buƙatu a cikin bazara da watanni na rani zai haifar da farashin panel ya fadi.

Babban karuwa a farashin panel TV na LCD ya jagoranci SDC da LGD don canza tsare-tsaren su da kuma tsawaita rayuwar layin LCD. Wadannan kamfanoni suna yanke shawara mai ma'ana cewa ya kamata su ci gaba da gudanar da layukan da ke kawo tsabar kudi, amma kallon rufewar zai ci gaba da rataye a kan masana'antar. Kodayake farashin zai faɗi, za su kasance sama da matakan 2020 a lokacin bazara kuma farashin kwamiti na iya daidaitawa a cikin rabin 2nd na 2021 a matakan da ya fi ƙanƙanta na kowane lokaci na Q2 2020.

#4 Kasuwar Talabijan Ta Duniya Zai Fasa A 2021

Wataƙila ba za mu iya yin hukunci ba idan wannan hasashen ya yi daidai a lokacin 2021, tunda bayanan Q4 2021 ba za su kasance ba har zuwa farkon 2022, amma ina tsammanin yana yiwuwa ya bayyana a kan bayanan Q1-Q3 cewa 2021 zai zama shekara ta ƙasa. don TV.

Da alama lambobin Y/Y na TV za su fara shekara a kan kyakkyawar fage, tunda jigilar TV a farkon rabin 2020 sun ji rauni sakamakon ƙarancin wadatar da cutar ta haifar sannan kuma ta fargabar rugujewar buƙata. Za mu iya tsammanin jigilar kayayyaki na Q1 ya kasance aƙalla har zuwa matakan 2019 kuma mai yiwuwa ya fi girma yayin da buƙatun cutar ta kasance mai girma, don haka haɓakar lambobi biyu na Y / Y a cikin kwata na farko ya kusan tabbata.

Kayayyakin Talabijin na Duniya na Manyan Alamomi 15 ta Kwata, 2017-2020

Source: DiScien Major Global TV Shipions and Supply Chain Report

Wannan cikakken shekara ta 2021 hasashe ya dogara ne akan bege na cewa alluran rigakafin za su kawo ƙarshen cutar. Ya kamata a fara rarraba alluran rigakafi a Arewacin Amurka da Yammacin Turai a daidai lokacin da za a yi zafi don barin mutane su fita waje. Bayan haɗin gwiwa sama da shekara guda, masu siye a cikin ƙasashen da suka ci gaba za su yi marmarin jin daɗin ƙarin 'yanci, kuma tunda yawancin masu amfani sun haɓaka TV ɗin su a cikin 2020, ba za su buƙaci ƙarin haɓakawa ba. Don haka a cikin kwata na 2 ya kamata ya bayyana a fili cewa waɗannan kasuwannin da suka ci gaba za su nuna raguwar Y / Y.

Yayin da bukatar talabijin ta karu a kasuwannin da suka ci gaba yayin bala'in, bukatu a cikin tattalin arzikin da ke tasowa ya fi dacewa da tattalin arziki, kuma koma bayan tattalin arziki ya haifar da raguwar bukatar TV a wadannan yankuna. Saboda muna sa ran fitar da alluran rigakafin zai yi sannu a hankali a kudancin duniya, ba ma tsammanin farfadowar tattalin arziki a wadannan yankuna har zuwa 2022, don haka bukatar TV ba zai iya inganta ba.

A saman macroeconomic da cututtukan cututtuka, mafi girman farashin panel TV na LCD zai yi aiki a matsayin iska a kasuwar TV a cikin 2021. Masu yin TV sun ji daɗin ribar rikodin a cikin Q3 2020 dangane da ƙarancin farashin panel Q2 da buƙatu mai ƙarfi, amma farashin panel mafi girma zai takura. ribar su da kasafin kuɗi na tallace-tallace kuma zai hana masu yin TV yin amfani da tsauraran dabarun farashi waɗanda ke haɓaka buƙatu.

Zan lura cewa wannan hasashen ba kowa ne ke gudanar da shi a DSCC ba; hasashen kamfaninmu ya yi kira ga kasuwar TV ta karu da kadan 0.5% a cikin 2021. Da kaina, Ina jin rashin jin daɗi game da kasuwanni masu tasowa.

#5 Fiye da Na'urori Miliyan 8 tare da MiniLED Za'a Siyar dasu a cikin 2021

Muna tsammanin 2021 za ta zama shekara ta hutu don fasahar MiniLED kamar yadda aka gabatar da ita a aikace-aikace da yawa kuma tana kan gaba da kai kan fasahar OLED.

MiniLED ya ƙunshi ƙananan ƙananan kwakwalwan LED waɗanda ke gabaɗaya daga 50 zuwa 300µm cikin girman, kodayake ba a kafa ma'anar masana'antar MiniLED ba tukuna. MiniLEDs suna maye gurbin LEDs na al'ada a cikin fitilun baya kuma ana amfani da su a cikin dimming na gida maimakon daidaitawar hasken wuta.

TCL ya kasance majagaba a cikin MiniLED TVs. TCL ta jigilar LCDs na farko na duniya tare da MiniLED backlight, 8-Series, a cikin 2019, kuma sun faɗaɗa kewayon su tare da 6-Series mai rahusa a cikin 2020, tare da gabatar da TV ɗin ta Vidrian MiniLED na baya tare da jirgin saman matrix mai aiki a cikin 8-Series. . Tallace-tallacen wannan samfurin sun yi kasala, saboda TCL ba ta kafa babban hoton alama ba, amma a cikin 2021 za mu ga fasahar da sauran manyan samfuran TV suka karbe. Samsung ya kafa manufar tallace-tallace na miliyan 2 don MiniLED TVs a cikin 2021, kuma LG zai gabatar da MiniLED TV ta farko a Nunin CES a watan Janairu (duba labarin daban wannan batun).

A cikin yankin IT, Apple ya sami lambar yabo ta 2020 Nuni na Shekara daga SID don 32 ″ Pro Nuni XDR mai saka idanu; yayin da Apple baya amfani da kalmar MiniLED, samfurin ya dace da ma'anar mu. Kodayake XDR, wanda aka saka shi akan $ 4999, baya siyarwa a cikin babban kundin, a farkon 2021 ana tsammanin Apple zai saki iPad Pro mai girman 12.9 ″ tare da hasken baya MiniLED tare da kwakwalwan kwamfuta 10,384 LED. Ƙarin samfuran IT daga Asus, Dell da Samsung za su fitar da mafi girma girma na wannan fasaha.

DSCC's  MiniLED Technology Backlight Technology, Farashin da Rahoton jigilar kaya  yana ba da cikakkiyar hasashen shekaru 5 don jigilar MiniLED ta aikace-aikace, ban da ƙididdiga masu tsada don gine-ginen samfura daban-daban a cikin kewayon girman allo daga 6" zuwa 65" da cikakken bayanin MiniLED. sarkar wadata. Muna tsammanin tallace-tallace na MiniLED a duk aikace-aikacen zai kai raka'a miliyan 48 ta 2025, kuma manyan lambobi suna farawa a cikin 2021 tare da haɓaka Y / Y na 17,800% (!), gami da samfuran IT miliyan 4 (masu duba, litattafan rubutu da allunan), fiye da 4 TV miliyan, da nunin mota 200,000.

#6 Fiye da Zuba Jari na Dala Biliyan 2 a cikin OLED Microdisplays don AR/VR

2020 shekara ce mai ban sha'awa ga VR. Barkewar cutar ta tilasta wa mutane zama a gida mafi yawan lokaci kuma wasu sun ƙare siyan lasifikan kai na VR na farko don nemo wani nau'i na tserewa. Sabon lasifikan kai na Facebook mai araha, Oculus Quest 2, ya sami kyakkyawan bita kuma ya zama mafi shaharar na'urar VR. Ba kamar na'urorin da suka gabata ba, waɗanda ke da nunin OLED, Quest 2 ya zo tare da 90Hz LCD panel wanda ya ba da ƙuduri mafi girma (1832 × 1920 da ido) kuma yana rage tasirin allon-ƙofa. Don ci gaba da tseren, nunin OLED zai buƙaci bayar da ƙimar pixel> 1000 PPI amma bangarorin da aka ƙera tare da FMM kawai suna ba da kusan 600 PPI.

An gabatar da MicroLED a matsayin ɗan takarar da ya dace don AR/VR amma fasahar ba ta cika balagagge ba. A cikin 2021, za mu ga nunin gilashin wayo tare da nunin microLED. Duk da haka, muna hasashen cewa ba za su kasance don siya ba, ko kuma a cikin ƙananan yawa.

Ƙarin na'urorin kai na AR yanzu suna amfani da microdisplays OLED (akan siliki na baya) kuma muna tsammanin yanayin zai ci gaba. Masu ƙera suma suna yiwa VR hari. A wannan shekara, masana'antar za ta nuna matakan haske sama da nits 10,000.

Ana bayar da rahoton cewa Sony zai fara samar da microdisplays na OLED don sabon na'urar kai ta Apple a cikin rabin na biyu na 2021. Ba a bayyana ba tukuna ko wannan naúrar kai zai kasance da farko don AR ko VR. Koyaya, wannan babbar nasara ce ga OLED akan jiragen saman silicon. Masana'antun kasar Sin sun riga sun fara saka hannun jari a cikin sabbin fasahohin don haka za mu iya tsammanin karuwa mai yawa a iya aiki. Taimakon tallafi daga kasar Sin na iya kara karfafa zuba jari a shekarar 2021. Yayin da adadin AR/VR ya yi kadan, akwai hadarin cewa wannan zai haifar da wuce gona da iri cikin sauri.

# 7 MicroLED TV Zai Fara, Amma Tallan Naúrar Za a Wuce Ta Hanyarsa (4K)

MicroLED na iya zama sabuwar fasahar nuni mai ban sha'awa don buga kasuwa tun OLED, kuma za mu ga TV na farko da aka yi don amfani da mabukaci a cikin 2021. Masu siye da suka sayi na farko MicroLED TV, kodayake, da kyar za su zama wakilai na matsakaicin gida. Duk wanda zai iya samun jimlar adadi shida na MicroLED yana iya samun kudin shiga a cikin adadi bakwai (US$) ko sama da haka.

Samsung ya yi alƙawarin haɓakawa da gabatar da MicroLED tun lokacin da aka nuna samfurin 75 ”a taron IFA a cikin 2018. Ko da yake ya kasance alamar tallan TV na sama da shekaru goma sha biyar, Samsung ya kama shi a baya lokacin da LG ya sami damar haɓaka OLED TV da Samsung's. Ƙoƙari a babban girman OLED ya gaza. Yayin da shugabannin tallace-tallace na Samsung za su yi gardama da akasin haka, tare da wasu shaidun da aka samu ta hanyar kasuwar kasuwancin sa, yawancin masu bidiyo na bidiyo suna la'akari da ingancin hoto na OLED TV ya fi mafi kyawun abin da fasahar LCD za ta iya bayarwa. Don haka tsawon shekaru Samsung yana da matsala a ƙarshen kasuwa, saboda alama ta ɗaya ba ta da TV mai kyawun hoto mafi kyau.

MicroLED TV yana wakiltar babbar amsar Samsung Visual Nuni ga OLED. Zai iya dacewa da mafi zurfin baƙar fata na OLED, kuma yana ba da mafi kyawun haske mafi girma. A cikin kusan kowane sifa ingancin hoto, MicroLED yana wakiltar cikakkiyar fasahar nuni. Matsalar kawai ita ce farashin.

Farashin farko na Samsung's 110 "MicroLED TV da aka ƙaddamar a Koriya zai zama KRW miliyan 170, ko kuma kusan $153,000. Muna tsammanin Samsung zai ba da nau'ikan nau'ikan nau'ikan nau'ikan guda uku - 88”, 99” da 110” - kuma kafin ƙarshen 2021 za a bayar da mafi ƙarancin farashi a ƙasa da $ 100,000. Duk da haka, wannan ya yi nisa ga mabukaci na yau da kullun cewa tallace-tallace za a iyakance ga mafi ƙanƙanta na kasuwar 250-m-da TV.

Ina neman ƙaramin adadin da ya dace don kwatanta tallace-tallace na MicroLED TV, amma hasashen da ke sama ya wuce gona da iri da ake sa ran jigilar mu da kashi huɗu. Muna tsammanin tallace-tallacen MicroLED TV ya zama ƙasa da raka'a 1000 a cikin 2021.

#8 Sabbin Ƙarfin Ƙarfin LCD

Sabuwar zagayowar crystal ta kasance mara tausayi ga masu yin LCD. Guguwar haɓaka ƙarfin ƙarfin Gen 10.5 daga 2018-2020 ya kawo shekaru uku a jere na haɓaka ƙarfin lambobi biyu, wanda ke haifar da hauhawar farashin kaya. Kamar yadda aka nuna a cikin ginshiƙi farashin kwamitin TV a sama, farashin panel ya faɗi sama da 50% a cikin sama da shekaru biyu kawai daga tsakiyar 2017 zuwa Q4 2019 don isa ga kowane lokaci.

Faɗin farashin ya haifar da mummunar asarar aiki ga masu yin LCD, aƙalla waɗanda ke wajen China. AUO da LGD sun yi ajiyar kashi shida a jere na asarar net daga Q1 2019 zuwa Q2 2020, kuma Innolux ya yi asarar kuɗi a cikin waɗannan shida da Q4 2018.

A farkon 2020, ya bayyana cewa LCD shine "tsohuwar fasaha", kuma yayin da ake shirin ci gaba da haɓaka 'yan haɓaka haɓaka haɓakawa a China, sabon saka hannun jari ya daina bayan 2021. Ma'aikatan kwamitin biyu na Koriya ta Kudu, waɗanda suka taɓa mamaye masana'antar LCD, sun sanar da cewa sun kasance suna janyewa daga LCD don mayar da hankali kan OLED. Zuba jari a kasar Sin yana kara mai da hankali kan OLED.

A lokacin 2020, ya ƙara fitowa fili cewa wannan ƙima ba ta daɗe ba, kuma LCD yana da sauran rayuwa mai yawa. Ƙarfin buƙatu ya haifar da haɓaka farashin panel, wanda ya inganta ribar masu yin LCD sosai. Bugu da ƙari, gwagwarmayar LGD tare da kera White OLEDs a cikin Guangzhou, da kuma gwagwarmayar masu yin panel da yawa tare da haɓaka yawan amfanin ƙasa akan bangarorin wayoyin hannu na OLED, sun tunatar da masana'antar cewa OLED yana da wahalar yin kuma yana da tsada sosai fiye da LCD. A ƙarshe, fitowar fasahar hasken baya ta MiniLED ta ba da fasahar LCD mai ci gaba tare da zakara don ƙalubalantar OLED.

Koreans yanzu sun juya, ko aƙalla jinkirta, shawarar da suka yanke na rufe LCD, kuma wannan zai taimaka wajen ci gaba da wadata / buƙatu a cikin ma'auni don 2021, bayan an rage ƙarancin gilashin Q1. Koyaya, haɓaka ƙarfin don OLED ya faɗi ƙasa da ~ 5% a kowace shekara haɓakar yanki a cikin buƙatun da muke tsammanin, kuma LCD zai kasance cikin haɓaka mai ƙarfi sai dai idan an ƙara sabon ƙarfi.

Mun ga matakin farko na wannan juyi na gaba na zagayowar crystal tare da sanarwar CSOT cewa za ta gina T9 LCD fab a gaban fab ɗin T8 OLED ɗin sa (duba labarin daban a wannan fitowar). Yi tsammanin ganin ƙarin irin waɗannan yunƙurin, ta BOE kuma mai yiyuwa ma ta masu yin kwamitin Taiwan kafin shekara ta ƙare.

#9 Babu Ingantacciyar Blue OLED Emitter Mai Karɓar Kasuwanci a cikin 2021

Na fara wannan hasashe ne a cikin 2019, kuma na yi daidai tsawon shekaru biyu, kuma ina tsammanin zan kai shi uku.

Ingantacciyar fitarwar OLED mai shuɗi zai zama babban haɓaka ga duk masana'antar OLED, amma musamman ga kamfanin da ke haɓaka ta. Manyan 'yan takara biyu na wannan sune Universal Nuni Corporation, ƙoƙarin haɓaka mai fitar da shuɗi mai shuɗi, da Cynora, suna aiki akan kayan jinkirin da aka kunna Thermally Activated (TADF). Kyulux na Japan da kuma Summer Sprout na kasar Sin suma sun yi niyyar fitar da shudi mai inganci.

Kayan ja da kore na UDC suna ba da izinin launi mai kyau da tsawon rayuwa tare da babban inganci, saboda phosphorescence yana ba da damar ƙimar ƙima na 100% na ciki, yayin da fasahar da ta gabace ta, hasken haske, kawai tana ba da damar 25% ƙimar ƙimar ciki. Saboda shuɗi ba shi da ƙarfi sosai, a cikin faren TV na White OLED LGD yana buƙatar nau'ikan emitter shuɗi biyu, kuma a cikin wayar hannu OLED Samsung yana tsara pixels ɗin sa tare da ƙaramin shuɗi mai shuɗi wanda ya fi ja ko kore girma.

Mafi kyawun shuɗi zai ba LGD damar zuwa yuwuwar zuwa Layer mai fitar da shuɗi guda ɗaya, kuma Samsung don sake daidaita pixels ɗinsa, a cikin duka biyun yana haɓaka ba kawai ƙarfin wutar lantarki ba har ma da aikin haske. Mafi kyawun shuɗi zai riƙe alƙawari mafi girma ga fasahar QD-OLED na Samsung, wanda ya dogara da blue OLED don ƙirƙirar duk hasken da ke cikin nuni. Samsung zai yi amfani da yadudduka masu emitter don QD-OLED, don haka haɓakawa cikin shuɗi zai ba da babban ci gaba a farashi da aiki.

UDC ta kwashe shekaru tana aiki akan haɓaka mai shuɗi mai shuɗi, amma kowane kwata kamfanin yana amfani da harshe iri ɗaya a cikin kiran da ake samu game da shuɗi mai shuɗi: "muna ci gaba da samun kyakkyawan ci gaba a ayyukan ci gaba da muke ci gaba don tsarin kasuwancin mu na phosphorescent blue watsi." Cynora a nata bangaren ya bayyana ci gaban da ya samu wajen cimma buri uku na inganci, maki launi, da kuma rayuwa, amma da alama wannan ci gaban ya tsaya cik tun daga shekarar 2018, kuma Cynora ta sauya tsarinta na gajeren lokaci zuwa ingantacciyar shudi mai kyalli da kuma kore ta TADF. .

Ingantacciyar kayan OLED mai shuɗi na iya faruwa a ƙarshe, kuma lokacin da ya yi hakan zai haɓaka haɓakar masana'antar OLED, amma kar a yi tsammaninsa a cikin 2021.

#10 Ma'aikatan Taimako na Taiwan Za su sami Mafi kyawun Shekarar su cikin Sama da shekaru goma

Manyan kamfanonin biyu na Taiwan, AUO da Innolux, sun sami nasara musamman a cikin 2020. A farkon shekara, kamfanonin biyu sun kasance cikin mawuyacin hali. Kamfanonin biyu sun kasance a baya a fasahar OLED, tare da ƙarancin bege na yin gasa tare da Koreans, kuma sun kasa daidaita tsarin farashi na manyan masu fafatawa na kasar Sin BOE da CSOT. Kamar yadda LCD ya bayyana a matsayin "tsohuwar fasaha", kamar yadda aka bayyana a sama, waɗannan kamfanoni sun zama kamar ba su da mahimmanci.

Duk da yake Taiwan na iya rasa jirgin ruwan a kan OLED, cibiyar ce don kyakkyawar fasaha a fasahar MiniLED, kuma wannan tare da rayayyun abubuwan da aka samu na LCD sun inganta haɓakar kamfanoni biyu. Duk kamfanonin biyu za su ci gaba da cin gajiyar samfuran samfuransu daban-daban - dukkansu sun yi fice a cikin bangarorin IT waɗanda ake tsammanin za su ci gaba da ganin buƙatu mai ƙarfi, kuma duka biyun suna da hannun jari mai ƙarfi a cikin nunin kera motoci waɗanda yakamata su murmure daga faduwar shekara a 2020.

Shekarar da ta fi dacewa don samun riba a cikin shekaru goma da suka gabata ga waɗannan kamfanoni ita ce mafi girma na ƙarshe na sake zagayowar crystal a cikin 2017. AUO ta sami ribar TWD biliyan 30.3 (US $ 992 miliyan) tare da 9% net riba, yayin da Innolux ya sami TWD biliyan 37. ($ 1.2 biliyan) tare da 11% rata. Tare da ƙaƙƙarfan buƙatu da ke tallafawa mafi girman farashin kwamiti kuma tare da tsarin farashi mai ƙima, waɗannan kamfanoni biyu na iya wuce waɗannan matakan a cikin 2021.


Lokacin aikawa: Agusta-12-2021

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