No ka hoʻomaka ʻana i ka makahiki 2021, e hoʻomau wau i ka moʻomeheu i hoʻomaka i ʻelua makahiki i hala aku nei o ka waiho ʻana i kekahi mau wānana no ka makahiki. Ua kūkākūkā au me kaʻu mau hoa hana DSCC no nā kumuhana ʻelua o ka hoihoi a me nā wānana a loaʻa mai nā haʻawina mai Ross a me Guillaume, akā kākau wau i kēia kolamu no kaʻu moʻokāki ponoʻī, a ʻaʻole pono ka poʻe heluhelu e manaʻo he manaʻo like nā mea ʻē aʻe ma DSCC.
ʻOiai ua helu wau i kēia mau wānana, no ka ʻike wale nō nā helu; ʻaʻole lākou ma kahi ʻano kikoʻī.
#1 - Hoʻopau i ke ahi akā ʻaʻohe kuʻikahi maluhia ma ke kaua kālepa US-China; Noho ʻo Trump Tariffs ma kahi
ʻO ke kaua kālepa me Kina kekahi o nā hana pūlima o ka Trump Administration, e hoʻomaka ana me kahi ʻano o nā tariff i ka huli ʻana i nā huahana Kina mai US. I hoʻokahi makahiki i hala aku nei, ua kau inoa ʻo Trump i kahi kuʻikahi "Phase 1" i manaʻo ʻia e wehe i ke ala no ka ʻaelike ākea ma waena o nā ʻāina ʻelua. Mai ia manawa, ua hoʻonui ka maʻi maʻi i nā ʻoihana a puni ka honua a ua hoʻopau i ke kālepa honua, akā ʻoi aku ka nui o ke kālepa kālepa o Kina me ka US. Ua hoʻololi ka Trump Administration i kā lākou manaʻo mai ka uku i ka hoʻopaʻi i ka makahiki 2020, me ka hoʻopaʻa ʻana iā Huawei me nā mea paʻa i hoʻopau pono i kāna ʻoihana kelepona a alakaʻi iā ia e wili i kāna brand Honor.
ʻOiai e ʻike mākou i ka hopena o ka Pelekikena Trump i Ianuali, manaʻo mākou e mālama ka Biden Administration i ka waiwai, inā ʻaʻole ka leo, nā kulekele a Trump ma Kina. ʻO ka manaʻo anti-China i ka US he mea laha loa ia o ka ʻaelike bipartisan i ka ʻaha kūkā, a ʻo ke kākoʻo no kahi laina paʻakikī ma Kina ke kūpaʻa nei. ʻOiai ʻaʻole paha ʻo Biden e ʻimi i nā kumukūʻai hou a ʻaʻole paha e hoʻonui i ka papa inoa o nā hui Kina i manaʻo ʻia no ka hoʻopaʻi ʻana, ʻaʻole paha ʻo ia e hoʻomaha i nā hana a Trump i kau ai, ma ka liʻiliʻi ʻaʻole i kāna makahiki mua ma ke keʻena.
I loko o nā huahana hope o ka ʻoihana hōʻike, ʻo nā TV wale nō i hoʻopilikia ʻia e nā uku hoʻopaʻi a Trump. ʻO ka uku mua o 15% ma ka lawe ʻana mai i ka TV Kina i hoʻokō ʻia i Kepakemapa 2019 ua hōʻemi ʻia i 7.5% i ka hana ʻo Phase 1, akā mau ka uku, a hoʻohui ʻia i ka 3.9% tariff ma nā TV import mai ka hapa nui o nā ʻāina ʻē aʻe. ʻO Mekikoka, ma lalo o ka USMCA kuʻikahi i pani i ka NAFTA, hiki ke hoʻokuʻu aku i nā TV me ka uku ʻole, a ua kōkua nā kumukūʻai Trump iā Mexico e hoʻihoʻi hou i kāna ʻāpana o ka ʻoihana TV ma 2020. E hoʻomau ʻia kēia ʻano a hiki i 2021, a ke manaʻo nei mākou e lawe mai ka TV mai Kina i 2021. e hoʻemi hou ʻia mai nā pae 2020.
Hoʻokomo ʻia ʻo US TV ma ka hui ʻāina a me ka nui o ka pale, nā loaʻa, Q1 2018 a i Q3 2020
ʻOiai ka neʻe ʻana o ke kaulahao o nā TV mai Kina a i Mexico, ua hoʻomau ʻia nā kaulahao o nā PC notebook, nā papa a me nā mākaʻi e Kina. I nā smartphones, ua hōʻole ka māhele o nā mea lawe mai Kina, no ka mea, ua hoʻololi kekahi mau mea hana kelepona, ʻoi aku hoʻi ʻo Samsung, i kekahi hana i Vietnam. Ua lilo ʻo India i kumu e kū mai ana o nā kelepona i lawe ʻia mai i ka US. Ke hoʻomau nei kēia neʻe ʻana mai Kina i ka makahiki 2021 no ka mea, ma kahi o nā hopohopo e pili ana i ke kaua kalepa, ke ʻimi nei nā mea hana i ka hana haʻahaʻa haʻahaʻa ma Vietnam a me India ʻoiai ʻoi aku ka nui o ka hana ma ke kahakai ʻo Kina.
#2 E kūʻai aku ʻo Samsung i nā panela hiki ke hoʻopili ʻia me ka UTG i nā hōʻailona ʻē aʻe
I ka hoʻomaka ʻana o 2020, ua wānana mākou e ʻike ʻia ʻo Ultra-Thin Glass (UTG) ʻo ia ka uhi maikaʻi loa no nā hōʻike foldable. Ua paʻa kēlā wanana i ka pahuhopu, ʻoiai mākou e manaʻo nei he 84% o nā paneli kelepona hiki ke hoʻohana i ka UTG i 2020, akā hele mai lākou a pau mai kahi hōʻailona hoʻokahi - Samsung. Me ka haʻalele ʻana o Huawei mai ka mākeke kelepona a hāʻawi i nā palena i kekahi mau hiʻohiʻona hiki ke hoʻopili ʻia, ua kokoke loa ʻo Samsung i kahi monopoly ma nā kelepona hiki ke hoʻopili ʻia i 2020.
Ma 2021, manaʻo mākou e hui pū nā hui ʻē aʻe i ka pāʻina UTG. Hoʻomaopopo ʻo Samsung Display ʻaʻole ia he mea maikaʻi loa ka loaʻa ʻana o kahi hui hoʻokahi e hoʻomalu ana i ka mākeke foldable e like me ka mea i hana ʻia ma 2019 a me 2020. ʻO ka hopena, e hoʻomaka ana ʻo Samsung Display e hāʻawi i nā panela foldable me UTG i nā mea kūʻai aku ma 2021. Manaʻo mākou i kēia manawa ʻo Oppo , Vivo, Xiaomi a me Google i kēlā me kēia hāʻawi i ka liʻiliʻi o hoʻokahi hiʻohiʻona hiki ke hoʻopili me nā panela Samsung Display UTG ma 2021. Eia kekahi, manaʻo mākou e hāʻawi ʻo Xiaomi i nā ʻano 3 āpau o ka foldables i 2021 - out-folding, in-folding and clamshell, ʻoiai wale nō. e hoʻohana nā mea hoʻohālike hope loa i nā panela mai SDC.
#3 E ʻoi aku ke kiʻekiʻe o nā kumukūʻai LCD TV Panel ma mua o 2020 a hiki i ka Q4
Ua loaʻa i nā kumukūʻai LCD TV panel he roller-coaster makahiki i 2020, me ʻekolu mau helu inflection i ka hapa mua wale nō i ukali ʻia e ka piʻi nui o ka hapa lua. Hoʻomaka ka makahiki me ka piʻi ʻana o nā kumukūʻai panel ma hope o ka hoʻolaha ʻana o Samsung a me LGD e pani lākou i ka mana LCD e hoʻololi i OLED. A laila paʻi ka maʻi maʻi a alakaʻi i ka hōʻemi ʻana i nā kumukūʻai panicked no ka mea makaʻu ka poʻe a pau i ka emi ʻana o ka honua, a hiki i ka maopopo ʻana o nā kauoha noho ma ka home a me nā laka i hoʻonui ai i ka noi no nā TV. Hoʻomaka ka piʻi ʻana o nā kumukūʻai ma Iune, lohi i ka wā mua a laila wikiwiki i ka Q4 e hoʻopau i ka makahiki ma mua o 50%.
Hōʻike Kūʻai Kūʻai Panel TV LCD a me ka Hoʻololi Y/Y, 2015-2021
ʻOiai ʻo Q1 ka mea maʻamau ka hoʻomaka ʻana o ka lohi o ka manawa no ka noi TV, ʻaʻole mākou e manaʻo e emi ana nā kumukūʻai panel ma muli o ka makaʻu i ka hemahema o ke aniani ma muli o ka pau ʻana o ka mana ma NEG i hui pū ʻia me nā pilikia aniani Gen 10.5 ma Corning. Ma ka hopena o Q1, eia naʻe, e hoʻihoʻi hou ʻia ka lako aniani a me ka hāʻule ʻana o ka manawa i koi ʻia i nā mahina puna a me ke kauwela e alakaʻi i nā kumukūʻai panel e hāʻule.
ʻO ka piʻi nui o nā kumukūʻai LCD TV panel ua alakaʻi iā SDC a me LGD e hoʻololi i kā lākou mau hoʻolālā a hoʻonui i ke ola o nā laina LCD. Ke hoʻoholo nei kēia mau ʻoihana i ka hoʻoholo kūpono e hoʻomau lākou i ka holo ʻana i nā laina e lawe mai i ke kālā, akā e kau mau ana ka hiʻohiʻona o ka pani ʻana ma luna o ka ʻoihana. ʻOiai e hāʻule nā kumukūʻai, e noho mau lākou ma luna o nā pae 2020 a hiki i ke kauwela a hiki ke kūpaʻa nā kumukūʻai panel i ka hapa 2nd o 2021 ma nā pae kiʻekiʻe loa ma mua o kā lākou mau haʻahaʻa manawa āpau o Q2 2020.
#4 E emi ana ka mākeke TV honua ma 2021
ʻAʻole hiki iā mākou ke hoʻoholo inā pololei kēia wānana i ka makahiki 2021, no ka mea, ʻaʻole e loaʻa ka ʻikepili no Q4 2021 a hiki i ka hoʻomaka ʻana o 2022, akā manaʻo wau e maopopo paha ia e pili ana i ka ʻike Q1-Q3 e lilo ka 2021 i ka makahiki haʻahaʻa. no ka TV.
Hoʻomaka paha nā helu Y/Y no ka TV i ka makahiki ma ka ʻaoʻao maikaʻi, no ka mea, ua hōʻeha ʻia nā moku TV i ka hapa mua o 2020 e nā mea paʻa i hoʻokumu ʻia e ka maʻi maʻi a laila e ka makaʻu o ka hāʻule ʻana o ke koi. Hiki iā mākou ke manaʻo e piʻi aʻe nā moku Q1 i ka liʻiliʻi a hiki i ka pae 2019 a ʻoi aku paha ke kiʻekiʻe no ka mea ke kiʻekiʻe nei ka koi i alakaʻi ʻia e ka maʻi maʻi, no laila ua kokoke e hōʻoia ʻia ka piʻi ʻelua-helu Y/Y i ka hapaha mua.
ʻO nā moku TV honua o nā ʻoihana 15 kiʻekiʻe e ka Quarter, 2017-2020
Hoʻokumu ʻia kēia wānana piha makahiki 2021 i ka manaʻolana e hoʻopau nā kano i ka maʻi maʻi. Pono e hoʻomaka ka laha nui ʻana o nā maʻi maʻi ma ʻAmelika ʻĀkau a me ʻEulopa Komohana i ka manawa no ka mahana mahana e hiki ai i nā poʻe ke hele i waho. Ma hope o ka hoʻopaʻa ʻia ʻana no hoʻokahi makahiki, makemake nui nā mea kūʻai aku i nā ʻāina hoʻomohala e hauʻoli i ke kūʻokoʻa hoʻonui, a no ka mea ua hoʻonui ka nui o nā mea kūʻai aku i kā lākou TV ma 2020, ʻaʻole pono lākou e hoʻonui hou. No laila ma ka hapahā 2 e maopopo ai e hōʻike ana kēia mau mākeke hoʻomohala i ka emi ʻana o Y/Y.
ʻOiai ua piʻi ka koi TV i nā mākeke i hoʻomohala ʻia i ka wā maʻi maʻi, ʻoi aku ka maʻalahi o ka koi i nā ʻoihana e kū mai ana i ka macroeconomics, a ʻo ka lohi o ka hoʻokele waiwai i hopena i ka emi ʻana o ka koi TV ma kēlā mau wahi. No ka mea ke manaʻo nei mākou e lohi ka holo ʻana o nā kano ma ka honua hema, ʻaʻole mākou e manaʻo i ka hoʻihoʻi ʻana o ka hoʻokele waiwai ma ia mau wahi a hiki i 2022, no laila ʻaʻole e hoʻomaikaʻi ka noi TV.
Ma luna o nā hopena macroeconomic a me nā maʻi maʻi maʻi, e hana nā kumukūʻai kiʻekiʻe o ka LCD TV panel ma ke ʻano he headwind ma ka mākeke TV ma 2021. Ua hauʻoli nā mea hana TV i ka loaʻa kālā i ka Q3 2020 e pili ana i nā kumukūʻai haʻahaʻa Q2 panel a me ka koi ikaika, akā e kāohi nā kumukūʻai kiʻekiʻe. ʻO kā lākou loaʻa kālā a me nā kumukūʻai kūʻai aku e pale aku i nā mea hana TV mai ka hoʻohana ʻana i nā kumu kūʻai kūʻai koʻikoʻi e hoʻoulu ai i ka noi.
E ʻike wau ʻaʻole mālama ʻia kēia wānana e nā mea a pau ma DSCC; ʻO kā mākou hui wānana e kāhea ana i ka mākeke TV e hoʻonui iki i ka 0.5% i ka makahiki 2021. ʻO wau iho, ke manaʻo nei au i kahi manaʻo hopohopo e pili ana i nā mākeke e kū mai ana.
#5 ʻOi aku ma mua o 8 miliona mau mea me MiniLED e kūʻai ʻia ma 2021
Manaʻo mākou e lilo ʻo 2021 i makahiki hoʻomaha no ka ʻenehana MiniLED e like me ka mea i hoʻokomo ʻia i nā noi he nui a hele i ke poʻo i ka ʻenehana OLED.
Loaʻa i ka MiniLED nā pahu liʻiliʻi liʻiliʻi liʻiliʻi mai 50 a 300µm ka nui, ʻoiai ʻaʻole i hoʻokumu ʻia kahi wehewehe ʻoihana o MiniLED. Hoʻololi nā MiniLED i nā LED maʻamau i nā kukui hope a hoʻohana ʻia i kahi dimming kūloko ma mua o ka hoʻonohonoho kukui ʻaoʻao.
He paionia ʻo TCL ma nā TV MiniLED. Ua hoʻouna ʻo TCL i nā LCD mua loa o ka honua me ka MiniLED backlight, 8-Series, i ka makahiki 2019, a hoʻonui i kā lākou ākea me ka 6-Series haʻahaʻa haʻahaʻa i ka makahiki 2020, me ka hoʻolauna ʻana i kāna Vidrian MiniLED backlight TV me kahi backplane matrix ikaika i kā lākou 8-Series. . Ua lohi nā kūʻai aku o kēia huahana, no ka mea ʻaʻole i hoʻokumu ʻo TCL i kahi kiʻi kiʻi kiʻekiʻe, akā ma 2021 e ʻike mākou i ka ʻenehana i hoʻohana ʻia e ke koena o nā hōʻailona TV alakaʻi. Ua hoʻokumu ʻo Samsung i kahi pahuhopu kūʻai o 2 miliona no nā TV MiniLED ma 2021, a e hoʻolauna ʻo LG i kāna TV MiniLED mua ma ka CES Show ma Ianuali (e ʻike i ka moʻolelo ʻokoʻa i kēia pukana).
Ma ka waihona IT, ua lanakila ʻo Apple i kahi 2020 Hōʻike o ka Makahiki Makahiki mai SID no kāna 32 "Pro Display XDR monitor; ʻOiai ʻaʻole hoʻohana ʻo Apple i ka huaʻōlelo MiniLED, kūpono ka huahana i kā mākou wehewehe. ʻOiai ʻo ka XDR, kūʻai ʻia ma $4999, ʻaʻole kūʻai aku i nā puke kiʻekiʻe, i ka hoʻomaka ʻana o 2021 e manaʻo ʻia ʻo Apple e hoʻokuʻu i kahi 12.9 ″ iPad Pro me kahi kukui MiniLED me 10,384 LED chips. ʻO nā huahana IT hou mai Asus, Dell a me Samsung e hoʻokele i nā puke kiʻekiʻe o kēia ʻenehana.
Hāʻawi ka DSCC's MiniLED Backlight Technology, Cost and Shipment Report i kā mākou wānana piha 5 makahiki no nā hoʻouna MiniLED ma o ka noi ʻana, me ka hoʻohui ʻana i nā kumu kūʻai no nā hale kiʻi huahana like ʻole ma nā ʻano o ka nui o ka pale mai 6 "a 65" a me ka wehewehe piha o ka MiniLED. kahi hoʻokumu. Manaʻo mākou e kūʻai aku ʻo MiniLED ma nā noi āpau a hiki i 48 miliona mau ʻāpana e 2025, a hoʻomaka nā helu nui ma 2021 me ka ulu ʻana o Y/Y o 17,800%(!), me 4 miliona mau huahana IT (nā mākaʻikaʻi, nā puke a me nā papa), ʻoi aku ma mua o 4 miliona TV, a me 200,000 hōʻike kaʻa.
#6 ʻOi aku ma mua o $2 Billion Investment ma OLED Microdisplays no AR/VR
He makahiki hoihoi ʻo 2020 no VR. Ua koi ka maʻi maʻi i ka poʻe e noho ma ka home i ka hapa nui o ka manawa a ua pau kekahi i ke kūʻai ʻana i kā lākou headset VR mua e ʻike i kahi ʻano o ka pakele. Ua loaʻa i ka poʻomanaʻo kūpono loa o Facebook, ʻo ka Oculus Quest 2, nā loiloi maikaʻi loa a ua lilo koke i mea kaulana loa VR. ʻAʻole like me nā mea i hala mua, i loaʻa nā hōʻike OLED, hele mai ka Quest 2 me kahi panel LCD 90Hz i hāʻawi i kahi hoʻonā kiʻekiʻe (1832 × 1920 i kēlā me kēia maka) a hōʻemi nui i ka hopena o ka puka aniani. No ka noho ʻana i ka heihei, pono nā hōʻike OLED e hāʻawi i nā density pixel> 1000 PPI akā hāʻawi nā panela i kēia manawa me FMM ma kahi o 600 PPI.
Hōʻike ʻia ʻo MicroLED ma ke ʻano he moho kūpono no AR / VR akā ʻaʻole ʻoi loa ka ʻenehana. Ma 2021, e ʻike mākou i ka hōʻike ʻana o nā aniani akamai me nā hōʻike microLED. Eia naʻe, wānana mākou ʻaʻole e loaʻa iā lākou ke kūʻai, a i ʻole ma nā mea liʻiliʻi wale nō.
Ke hoʻohana nei nā poʻomanaʻo AR hou aku i nā microdisplays OLED (ma nā backplanes silicon) a ke manaʻo nei mākou e hoʻomau ka ʻano. Ke kuhi nei nā mea hana iā VR. I kēia makahiki, e hōʻike ka ʻoihana i nā pae kukui ma luna o 10,000 nits.
E hoʻomaka ana ʻo Sony i ka hana nui ʻana o nā microdisplays OLED no kahi headset Apple hou i ka hapa ʻelua o 2021. ʻAʻole maopopo i kēia manawa inā e lilo kēia headset no AR a VR paha. Eia nō naʻe, he lanakila nui kēia no ka OLED ma nā papa hoʻokele silika. Ua hoʻomaka mua nā mea hana Kina e hoʻokomo i nā mea hana hou no laila hiki iā mākou ke manaʻo i ka piʻi nui o ka hiki. ʻO nā haʻawina kālā mai Kina e hoʻoikaika i ka hoʻopukapuka hou aʻe i ka makahiki 2021. No ka haʻahaʻa ʻana o nā volumes no AR/VR, aia ka pilikia e hana wikiwiki kēia i ka overcapacity.
E hoʻomaka ʻo #7 MicroLED TV, akā e hoʻonui ʻia ke kūʻai ʻana o nā ʻāpana e kāna ʻōlelo hoʻoholo (4K)
ʻO MicroLED paha ka ʻenehana hōʻike hōʻike hoihoi loa e paʻi i ka mākeke mai OLED, a e ʻike mākou i nā TV mua i hana ʻia no ka hoʻohana ʻana o nā mea kūʻai aku ma 2021. ʻO nā mea kūʻai aku e kūʻai i nā TV MicroLED mua, ʻaʻole naʻe e lilo i ʻelele o ka home maʻamau. ʻO ka mea hiki ke loaʻa i nā helu ʻeono o kahi MicroLED he loaʻa kālā ma nā helu ʻehiku (US$) a ʻoi aku paha.
Ua hoʻohiki ʻo Samsung e hoʻomohala a hoʻolauna i ka MicroLED mai ka hōʻike ʻana i kahi hiʻohiʻona 75 "ma ka hālāwai IFA ma 2018. ʻOiai ʻo ia ka mea kūʻai nui ʻia ʻo TV no nā makahiki he ʻumikūmālima, ua hopu ʻia ʻo Samsung ma hope o ka pihi i ka wā i hoʻokō ai ʻo LG i ka ʻenehana OLED TV a me Samsung. ʻAʻole i hāʻule nā hana ma ka OLED nui. ʻOiai e hoʻopaʻapaʻa ana nā luna kūʻai kūʻai o Samsung inā ʻaʻole, me ka ʻae ʻia e kāna māhele mākeke, manaʻo ka hapa nui o nā wikiō kiʻekiʻe kiʻekiʻe i ke kiʻi kiʻi o OLED TV ʻoi aku ka maikaʻi ma mua o ka ʻenehana LCD hiki ke hāʻawi. No laila no nā makahiki he pilikia ʻo Samsung ma ka ʻaoʻao kiʻekiʻe o ka mākeke, ʻoiai ʻaʻole i loaʻa i ka brand helu hoʻokahi ka TV me ke ʻano kiʻi maikaʻi loa.
Hōʻike ka MicroLED TV i ka pane hope loa a Samsung Visual Display iā OLED. Hiki iā ia ke hoʻohālikelike i ka ʻeleʻele hohonu loa o OLED, a hāʻawi i ka ʻōlinolino maikaʻi loa. Ma kahi o kēlā me kēia hiʻohiʻona maikaʻi o ke kiʻi, hōʻike ʻo MicroLED i ka ʻenehana hōʻike kūpono. ʻO ka pilikia wale nō ke kumukūʻai.
ʻO ke kumu kūʻai mua o Samsung's 110” MicroLED TV i ka hoʻomaka ʻana ma Korea ʻo ia ʻo KRW 170 miliona, a i ʻole $153,000. Manaʻo mākou e hāʻawi ʻo Samsung i ʻekolu mau hiʻohiʻona - 88", 99" a me 110" - a ma mua o ka hopena o 2021 e hāʻawi ʻia ke kumu kūʻai haʻahaʻa ma lalo o $100,000. Eia nō naʻe, mamao loa kēia i ka hiki ʻana o ka mea kūʻai aku i kēlā me kēia lā e kaupalena ʻia ke kūʻai aku i ka hapa liʻiliʻi o ka mākeke TV 250-miliona-hoʻohui.
Ke ʻimi nei au i kahi helu liʻiliʻi kūpono e hoʻohālikelike i ke kūʻai aku ʻana o MicroLED TV, akā ʻo ka wānana ma luna nei e hoʻonui i kā mākou mau moku i manaʻo ʻia e ka helu ʻehā. Manaʻo mākou e emi iho ka kūʻai ʻana o MicroLED TV ma mua o 1000 mau ʻāpana i 2021.
#8 Hoʻonui i ka mana LCD hou
ʻO ka pōʻai aniani hou loa he mea ʻino loa no nā mea hana LCD. ʻO ka nalu o Gen 10.5 hiki ke hoʻonui ʻia mai 2018-2020 i lawe mai i ʻekolu mau makahiki o ka hoʻonui ʻana i ka mana pālua, e alakaʻi ana i ka hoʻonui nui ʻana. E like me ka mea i hōʻike ʻia ma ka pakuhi kumukūʻai TV ma luna, ua hāʻule nā kumukūʻai panel ma mua o 50% i loko o ʻelua mau makahiki wale nō mai waena o 2017 a i Q4 2019 e hōʻea i nā haʻahaʻa manawa āpau.
ʻO ka emi ʻana o ke kumukūʻai i alakaʻi ai i nā poho hana nui no nā mea hana LCD, ma ka liʻiliʻi ma waho o Kina. Ua hoʻopaʻa ʻo AUO a me LGD i ʻeono mau hapaha o nā poho ʻupena mai Q1 2019 a i Q2 2020, a ua nalowale ʻo Innolux i ke kālā i kēlā mau ʻeono a me Q4 2018.
I ka hoʻomaka ʻana o 2020, ua ʻike ʻia ʻo LCD ka "ʻenehana kahiko", a ʻoiai ua hoʻolālā ʻia kekahi mau hoʻopukapuka hoʻonui hiki ke hoʻolālā ʻia ma Kina, ua pau ka hoʻopukapuka hou ʻana ma hope o 2021. Ua hoʻolaha nā mea hana ʻelua Korea, ka mea i hoʻomalu i ka ʻoihana LCD. Ua haʻalele lākou mai LCD e nānā i ka OLED. Ua hoʻonui nui ʻia ka hoʻopukapuka kālā ma Kina i ka OLED.
I ka makahiki 2020, ua ʻike nui ʻia kēia loiloi i ka wā mua, a he nui ke ola o LCD. Ua alakaʻi ka noi ikaika i ka piʻi ʻana o ke kumukūʻai panel, kahi i hoʻomaikaʻi nui ai i ka loaʻa kālā o nā mea hana LCD. Eia kekahi, ʻo ka hakakā ʻana o LGD me ka hana ʻana i kāna mau OLED Keʻokeʻo ma Guangzhou, a me nā hakakā nui o nā mea hana panel me ka hoʻonui ʻana i nā hua ma nā panela atamai OLED, hoʻomanaʻo i ka ʻoihana he paʻakikī ka OLED e hana a ʻoi aku ka nui o ke kumukūʻai ma mua o LCD. ʻO ka mea hope loa, ʻo ka puka ʻana o ka ʻenehana backlight MiniLED i hāʻawi i ka ʻenehana LCD incumbent me kahi poʻokela hana e hoʻokūkū iā OLED.
Ua hoʻohuli ka poʻe Korea i kēia manawa, a i ʻole ka liʻiliʻi loa, i kā lākou hoʻoholo e pani i ka LCD, a e kōkua kēia i ka mālama ʻana i ka lako / koi i ke kaulike no 2021, ma hope o ka hōʻemi ʻia ʻana o ka hapa aniani Q1. Eia nō naʻe, hāʻule ka hoʻohui ʻana o ka mana no ka OLED i ka ~5% o ka ulu ʻāina i kēlā me kēia makahiki i ke koi a mākou e manaʻo ai, a paʻa ka LCD ke ʻole ke hoʻohui ʻia ka mana hou.
Ua ʻike mākou i ka pae mua o kēia huli aʻe o ka pōʻai aniani me ka hoʻolaha ʻana o CSOT e kūkulu ia i kahi T9 LCD fab ma mua o kāna T8 OLED fab (e ʻike i ka moʻolelo ʻokoʻa ma kēia pukana). Manaʻo e ʻike hou aku i nā neʻe like ʻole, e BOE a hiki paha i nā mea hana panel Taiwanese ma mua o ka pau ʻana o ka makahiki.
#9 ʻAʻole Emitter Blue OLED Emitter i ʻae ʻia ma ke kālepa ma 2021
Ua hoʻomaka wau i kēia wānana ma 2019, a ua pololei wau no ʻelua mau makahiki, a manaʻo wau e hana i ʻekolu.
ʻO kahi emitter OLED polū maikaʻi e lilo i mea hoʻoikaika nui i ka ʻoihana OLED holoʻokoʻa, akā i ka hui e hoʻomohala nei. ʻO nā moho nui ʻelua no kēia ʻo ia ʻo Universal Display Corporation, e hoʻāʻo ana e hoʻomohala i kahi emitter uliuli phosphorescent, a me Cynora, e hana ana i nā mea Thermally Activated Delayed Fluorescent (TADF). ʻO Kyulux i hoʻokumu ʻia ma Iapana a me Kina ʻo Summer Sprout e kuhikuhi pū ana i kahi emitter polū maikaʻi.
Hiki i nā mea emitter ʻulaʻula a me ka ʻōmaʻomaʻo o UDC ke kala maikaʻi a me ke ola me ka hana kiʻekiʻe, no ka mea hiki i ka phosphorescence ke 100% quantum efficiency, ʻoiai ʻo ka ʻenehana mua, fluorescence, hiki wale iā 25% kūloko quantum efficiency. No ka mea ʻaʻole maikaʻi loa ka polū, ma nā ʻāpana TV OLED keʻokeʻo LGD e koi i ʻelua mau ʻāpana emitter uliuli, a ma ka mobile OLED Samsung hoʻonohonoho i kāna mau pika me ka sub-pixel uliuli ʻoi aku ka nui ma mua o ka ʻulaʻula a i ʻole ka ʻōmaʻomaʻo.
A ʻoi aku ka maikaʻi o ka polū e ʻae iā LGD e hele i kahi papa hoʻoheheʻe polū hoʻokahi, a ʻo Samsung e hoʻohālikelike hou i kāna mau pika, ma nā hihia ʻelua e hoʻomaikaʻi ʻaʻole wale i ka pono o ka mana akā ʻo ka hana kukui. ʻO ka polū ʻoi aku ka maikaʻi e paʻa i ka ʻōlelo hoʻohiki nui aʻe no ka ʻenehana QD-OLED o Samsung, e hilinaʻi nei i ka OLED polū e hana i nā kukui āpau i ka hōʻike. E hoʻohana ʻo Samsung i ʻekolu papa emitter no QD-OLED, no laila ʻo ka hoʻomaikaʻi ʻana i ka uliuli e hāʻawi i kahi hoʻomaikaʻi nui i ke kumukūʻai a me ka hana.
Ua hana ʻo UDC no nā makahiki i ka hoʻomohala ʻana i kahi emitter blue phosphorescent, akā i kēlā me kēia hapaha ka hoʻohana ʻana o ka hui i ka ʻōlelo like ʻole i kāna kālā e kāhea ana e pili ana i ka phosphorescent blue: "ke hoʻomau nei mākou i ka holomua maikaʻi loa i kā mākou hana hoʻomohala hoʻomau no kā mākou ʻōnaehana phosphorescent blue emissive pāʻoihana." Ua wehewehe ʻo Cynora ma kāna ʻāpana i kona holomua i ka hoʻokō ʻana i nā pahuhopu ʻekolu o ka maikaʻi, ka waihoʻoluʻu, a me ke ola, akā ʻike ʻia kēlā holomua mai ka makahiki 2018, a ua hoʻololi ʻo Cynora i kāna ala pōkole i kahi polū fluorescent maikaʻi a me kahi ʻōmaʻomaʻo TADF. .
Hiki paha i kahi mea OLED polū ʻoi aku ka maikaʻi, a i ka wā e hana ai e hoʻolalelale i ka ulu ʻana o ka ʻoihana OLED, akā mai manaʻo ʻoe i 2021.
#10 E loaʻa i nā mea hana Panel ʻo Taiwan ko lākou makahiki maikaʻi loa ma mua o hoʻokahi ʻumi makahiki
ʻO nā mea hana panel nui ʻelua ma Taiwan, ʻo AUO a me Innolux, ua maikaʻi loa i ka makahiki 2020. I ka hoʻomaka ʻana o ka makahiki, ua pilikia nā hui ʻelua. Ua mamao loa nā hui ʻelua i ka ʻenehana OLED, me ka manaʻolana liʻiliʻi o ka hoʻokūkū me nā Korea, a ʻaʻole hiki iā lākou ke hoʻohālikelike i ke ʻano kumukūʻai o kā lākou mau mea hoʻokūkū Kina nui ʻo BOE a me CSOT. E like me ka LCD i ʻike ʻia he "ʻenehana kahiko", e like me ka mea i ʻōlelo ʻia ma luna, ua ʻike ʻia kēia mau ʻoihana i mea ʻole.
ʻOiai ua hala paha ʻo Taiwan i ka waʻa ma OLED, he kikowaena ia no ka maikaʻi o ka ʻenehana MiniLED, a ʻo kēia me nā manaʻolana hou no LCD ua hoʻomaikaʻi nui i nā manaʻo no nā hui ʻelua. E hoʻomau nā ʻoihana ʻelua i ka pōmaikaʻi mai kā lākou hui huahana like ʻole - ʻoi aku lāua ʻelua i nā panela IT i manaʻo ʻia e hoʻomau ka ʻike i ka koi ikaika, a loaʻa iā lāua nā ʻāpana ikaika i nā hōʻike automotive e hoʻihoʻi mai ka makahiki haʻahaʻa i 2020.
ʻO ka makahiki maikaʻi loa no ka loaʻa kālā i nā makahiki he ʻumi i hala no kēia mau ʻoihana ʻo ia ka piko hope loa o ka pōʻai aniani ma 2017. Ua loaʻa iā AUO ka loaʻa kālā o TWD 30,3 biliona (US $ 992 miliona) me ka 9% net margin, ʻoiai ua loaʻa iā Innolux TWD 37 biliona. ($1.2 biliona) me ka 11% net margin. Me ke koi ikaika e kākoʻo ana i nā kumukūʻai kiʻekiʻe o ka panel a me ka hoʻolālā kumukūʻai lean, hiki i kēia mau hui ʻelua ke ʻoi aku i kēlā mau pae i 2021.
Ka manawa hoʻouna: ʻAukake-12-2021