Kuti ndiyambe 2021, ndipitiliza mwambo womwe udayamba zaka ziwiri zapitazo pakuyika zolosera za chaka. Ndinakambilana ndi anzanga a ku DSCC pamitu yonse yosangalatsa komanso zolosera ndipo ndinalandira zopereka kuchokera kwa Ross ndi Guillaume, koma ndimalemba gawoli pa akaunti yangayanga, ndipo owerenga sayenera kuganiza kuti wina aliyense ku DSCC ali ndi malingaliro ofanana.
Ngakhale ndawerengera maulosi awa, manambalawa ndi ongotchula okha; Sali mu dongosolo lililonse.
#1 - Kusiya Moto Koma Palibe Pangano Lamtendere mu US-China Trade War; Trump Tariffs Ikhala Pamalo
Nkhondo yamalonda ndi China inali imodzi mwazinthu zosayina za Ulamuliro wa Trump, kuyambira ndi mndandanda wamitengo yolunjika ku US kuchokera kunja kwa zinthu zaku China. Chaka chapitacho, a Trump adasaina mgwirizano woyamba wa "Phase 1" womwe udapangidwa kuti upangitse njira ya mgwirizano waukulu pakati pa mayiko awiriwa. Kuyambira pamenepo, mliriwu wakweza chuma padziko lonse lapansi ndikusokoneza malonda apadziko lonse lapansi, koma kuchuluka kwa malonda aku China ndi US ndikokulirapo kuposa kale. Ulamuliro wa Trump udasintha malingaliro awo kuchoka pamitengo kupita ku zilango mu 2020, kugunda Huawei ndi zopinga zomwe zayimitsa bizinesi yake ya smartphone ndikupangitsa kuti asinthe mtundu wake wa Honor.
Ngakhale tiwona kutha kwa utsogoleri wa Trump mu Januware, tikuyembekeza kuti Biden Administration isungabe mfundo, ngati sichoncho, mfundo za Trump ku China. Malingaliro odana ndi China ku US akuwoneka ngati osowa mgwirizano wapawiri ku Congress, ndipo kuthandizira pamzere wolimba ku China kumakhalabe kolimba. Ngakhale a Biden sangatsate zokhoma zatsopano ndipo angakane kukulitsa mndandanda wamakampani aku China omwe akufuna kuti alandire chilango, sangathenso kumasula zomwe a Trump adakhazikitsa, osati mchaka chake choyamba paudindo.
Mkati mwazogulitsa zowonetsera, ma TV okha ndi omwe adakhudzidwa ndi ziwongola dzanja za Trump. Mitengo yoyambilira ya 15% pama TV aku China omwe adatumizidwa mu Seputembara 2019 idatsitsidwa mpaka 7.5% mumgwirizano wa Gawo 1, koma mtengowo ukugwirabe ntchito, ndikuwonjezera pamitengo ya 3.9% pamitengo ya TV kuchokera kumayiko ena ambiri. Mexico, pansi pa mgwirizano wa USMCA womwe unalowa m'malo mwa NAFTA, ukhoza kutumiza ma TV opanda msonkho, ndipo msonkho wa Trump unathandiza Mexico kubwezeretsanso gawo lake la bizinesi ya TV mu 2020. Chitsanzochi chidzapitirira mpaka 2021, ndipo tikuyembekeza kuti TV imachokera ku China mu 2021. idzachepetsedwanso kuchokera ku 2020.
US TV Imatulutsa ndi Gulu la Dziko ndi Kukula kwa Screen, Zopeza, Q1 2018 mpaka Q3 2020
Pomwe ma TV adachoka ku China kupita ku Mexico, ma PC olembera, mapiritsi ndi owunikira adakhalabe olamulidwa ndi China. Mu mafoni a m'manja, gawo lazogulitsa kuchokera ku China linatsika, monga opanga mafoni angapo, makamaka Samsung, adasamutsira kupanga ku Vietnam. India idakhala gwero lomwe likubwera la mafoni am'manja omwe adatumizidwa ku US. Kusintha kumeneku kuchoka ku China kuyenera kupitilira mu 2021 chifukwa, kuwonjezera pa nkhawa za nkhondo yamalonda, opanga akufunafuna kupanga zotsika mtengo ku Vietnam ndi India monga ntchito ikukwera mtengo ku China ya m'mphepete mwa nyanja.
#2 Samsung Igulitsa Mapanelo Othawirako ndi UTG ku Mitundu Ina
Kumayambiriro kwa 2020, tidaneneratu kuti Ultra-Thin Glass (UTG) idziwika ngati chivundikiro chabwino kwambiri cha zowonera. Ulosiwu udafika pa chandamale, pomwe tikuyerekeza kuti 84% ya mapanelo amafoni opindika adagwiritsa ntchito UTG mu 2020, koma onse adachokera ku mtundu umodzi - Samsung. Ndi kubwerera kwa Huawei pamsika wa mafoni a m'manja komanso zoletsa pamitundu ina yosunthika, Samsung idatsala pang'ono kukhala ndi mafoni opindika mu 2020.
Mu 2021, tikuyembekeza kuti mitundu ina ilowa nawo chipani cha UTG. Samsung Display imazindikira kuti sikuli kwabwino kukhala ndi kampani imodzi yomwe ikulamulira msika wopindika monga zidachitikira mu 2019 ndi 2020. Zotsatira zake, Samsung Display iyamba kupereka mapanelo opindika ndi UTG kwa makasitomala ena mu 2021. Pano tikuyembekezera Oppo , Vivo, Xiaomi ndi Google kuti aliyense apereke mtundu umodzi wopindika wokhala ndi mapanelo a Samsung Display UTG mu 2021. Kuphatikiza apo, tikuyembekeza Xiaomi kupereka mitundu yonse ya 3 ya ma foldable mu 2021 - kupukutira, mkati-kupinda ndi clamshell, ngakhale kokha Mitundu iwiri yotsirizayi idzagwiritsa ntchito mapanelo ochokera ku SDC.
#3 Mitengo ya LCD TV Panel Ikhalabe Yokwera Kuposa Miyezo ya 2020 Mpaka Q4
Mitengo yamagulu a LCD TV inali ndi chaka cha 2020, yokhala ndi mfundo zitatu mu theka loyamba lokha ndikutsatiridwa ndi kuwonjezeka kwakukulu mu theka lachiwiri. Chaka chinayamba ndi mitengo yamagulu ikukwera pambuyo poti Samsung ndi LGD yalengeza kuti idzatseka mphamvu ya LCD kuti isamukire ku OLED. Kenako mliriwo udagunda ndikupangitsa kuti mitengo ichepetse chifukwa aliyense akuwopa kugwa kwachuma padziko lonse lapansi, mpaka zidawonekeratu kuti kulamula kuti azikhala kunyumba komanso kutsekeka kumapangitsa kuti ma TV achuluke. Mitengo inayamba kukwera mu June, pang'onopang'ono poyamba ndipo kenako ikukwera mu Q4 kuti ithe chaka choposa 50%.
LCD TV Panel Price Index ndi Y/Y Change, 2015-2021
Ngakhale kuti Q1 nthawi zambiri imakhala chiyambi cha kuchepa kwa nyengo kwa TV, sitikuyembekeza kuti mitengo yamagulu idzatsika chifukwa cha mantha a kuchepa kwa magalasi chifukwa cha kuzima kwa magetsi ku NEG pamodzi ndi mavuto a galasi a Gen 10.5 ku Corning. Pofika kumapeto kwa Q1, komabe, magalasi adzabwezeretsedwa ndipo kugwa kwanyengo komwe kumafunidwa m'miyezi yachisanu ndi chilimwe kudzachititsa kuti mitengo yamagulu igwe.
Kuwonjezeka kwakukulu kwa mitengo yamagulu a LCD TV kwachititsa SDC ndi LGD kusintha mapulani awo ndikuwonjezera moyo wa mizere ya LCD. Makampaniwa akupanga chisankho chanzeru kuti apitilize kuyendetsa mizere yomwe imabweretsa ndalama, koma vuto loti liyimitsidwa likhalabe pakampaniyo. Ngakhale mitengo itsika, ikhalabe pamwamba pa milingo ya 2020 nthawi yachilimwe ndipo mitengo yamagulu ikuyembekezeka kukhazikika mu theka lachiwiri la 2021 pamilingo yokwera kwambiri kuposa kutsika kwawo kwanthawi zonse kwa Q2 2020.
#4 Msika Wapadziko Lonse Wapa TV Utsika mu 2021
Sitingathe kuweruza ngati kuneneratu kumeneku kuli kolondola mu 2021, popeza deta ya Q4 2021 sidzakhalapo mpaka kumayambiriro kwa 2022, koma ndikuganiza kuti zikhoza kukhala zomveka bwino malinga ndi deta ya Q1-Q3 kuti 2021 idzakhala chaka chochepa. za TV.
Manambala a Y/Y pa TV akuyenera kuyamba chaka chabwino, popeza kutumiza kwa TV mu theka loyamba la 2020 kudapwetekedwa ndi zovuta zomwe zidabwera chifukwa cha mliriwu kenako ndikuopa kugwa. Titha kuyembekezera kuti kutumiza kwa Q1 kukhale kocheperako mpaka 2019 ndipo mwina kukukwera chifukwa kufunikira koyendetsedwa ndi miliri kumakhalabe kokwera, kotero kuti kuchuluka kwa manambala awiri Y/Y mgawo loyamba kuli pafupifupi kotsimikizika.
Kutumiza Kwapadziko Lonse pa TV Kwa Mitundu 15 Yapamwamba pofika Kotala, 2017-2020
Kuneneratu kwa chaka chonse cha 2021 kwatengera chiyembekezo choti katemera athetsa mliriwu. Makatemera akuyenera kuyamba kufalitsidwa kwambiri ku North America ndi Western Europe munthawi yotentha kuti anthu atuluke. Atalumikizidwa kwa nthawi yopitilira chaka chimodzi, ogula m'maiko otukuka adzakhala ofunitsitsa kusangalala ndi ufulu wowonjezereka, ndipo popeza ogula ambiri akweza ma TV awo mu 2020, sadzafunikiranso kuwongolera kwina. Chifukwa chake pofika gawo lachiwiri ziyenera kuwonekeratu kuti misika yotukukayi iwonetsa kuchepa kwa Y/Y.
Pomwe kufunikira kwa TV kwakula m'misika yotukuka panthawi ya mliri, kufunikira kwachuma chomwe chikukwera kumakhudzidwa kwambiri ndi macroeconomics, ndipo kuchepa kwachuma kwadzetsa kutsika kwa kufunikira kwa TV m'maderawa. Chifukwa tikuyembekeza kuti kutulutsa kwa katemera kuchepe kumwera kwapadziko lonse lapansi, sitiyembekezera kuti chuma chiziyenda bwino m'maderawa mpaka 2022, kotero kuti kufunikira kwa TV sikungatheke.
Pamwamba pazachuma komanso miliri, mitengo yapamwamba ya LCD TV ikhala ngati chiwombankhanga pamsika wapa TV mu 2021. Opanga ma TV adasangalala ndi mapindu mu Q3 2020 kutengera mitengo yotsika yapagulu la Q2 komanso kufunikira kwakukulu, koma mitengo yokwera idzasokoneza. phindu lawo ndi ndalama zamalonda ndipo zidzalepheretsa opanga ma TV kuti asagwiritse ntchito njira zamtengo wapatali zomwe zimalimbikitsa kufunikira.
Ndingazindikire kuti kulosera uku sikunachitike ndi onse ku DSCC; Zolosera zamakampani athu zimafuna kuti msika wapa TV uchuluke pang'ono ndi 0.5% mu 2021. Inemwini, ndimakhala wopanda chiyembekezo pamisika yomwe ikubwera.
#5 Zida Zopitilira 8 Miliyoni Zokhala ndi MiniLED Zidzagulitsidwa mu 2021
Tikuyembekeza kuti chaka cha 2021 chikhala chaka choyambira ukadaulo wa MiniLED popeza umayambitsidwa m'mapulogalamu angapo ndikupita kumutu motsutsana ndiukadaulo wa OLED.
MiniLED imakhala ndi titchipisi tating'ono tating'ono ta LED tomwe timayambira pa 50 mpaka 300µm kukula, ngakhale tanthauzo lamakampani la MiniLED silinakhazikitsidwebe. Ma MiniLED amalowa m'malo mwa ma LED wamba muzowunikira zakumbuyo ndipo amagwiritsidwa ntchito pakuwala komweko m'malo mosintha zowunikira.
TCL yakhala mpainiya mu MiniLED TV. TCL idatumiza ma LCD oyamba padziko lonse lapansi okhala ndi MiniLED backlight, 8-Series, mu 2019, ndikukulitsa mtundu wawo ndi 6-Series yotsika mtengo mu 2020, komanso kuwonetsa TV yake yowunikira ya Vidrian MiniLED yokhala ndi matrix obwerera kumbuyo mu 8-Series. . Kugulitsa kwazinthu izi kwakhala kwaulesi, chifukwa TCL sinakhazikitse chithunzi chamtundu wapamwamba kwambiri, koma mu 2021 tiwona ukadaulo womwe umatengedwa ndi ena onse otsogola pa TV. Samsung yakhazikitsa cholinga chogulitsa cha 2 miliyoni cha MiniLED TV mu 2021, ndipo LG iwonetsa MiniLED TV yake yoyamba pa CES Show mu Januware (onani nkhani ina iyi).
Pamalo a IT, Apple idapambana Mphotho ya 2020 Display of the Year kuchokera ku SID chifukwa cha 32 ”Pro Display XDR monitor; pomwe Apple sagwiritsa ntchito mawu akuti MiniLED, chinthucho chikugwirizana ndi tanthauzo lathu. Ngakhale XDR, yamtengo wapatali pa $4999, sigulitsa m'mavoliyumu ambiri, koyambirira kwa 2021 Apple ikuyembekezeka kutulutsa 12.9 ″ iPad Pro yokhala ndi MiniLED backlight yokhala ndi tchipisi ta 10,384 LED. Zowonjezera za IT kuchokera ku Asus, Dell ndi Samsung zidzayendetsa ma voliyumu apamwamba aukadaulo uwu.
Lipoti la DSCC la MiniLED Backlight Technology, Cost and Shipment Report limapereka chidziŵitso chathu chonse cha zaka 5 za kutumiza kwa MiniLED pogwiritsa ntchito ntchito, kuwonjezera pa zitsanzo zamtengo wapatali za zomangamanga zosiyanasiyana zamitundu yosiyanasiyana kuyambira 6 "mpaka 65" ndi kufotokozera kwathunthu kwa MiniLED. magulidwe akatundu. Tikuyembekeza kugulitsa kwa MiniLED pamapulogalamu onse kudzafikira mayunitsi 48 miliyoni pofika 2025, ndipo ziwerengero zazikuluzikulu ziyamba mu 2021 ndi kukula kwa Y/Y ndi 17,800% (!), kuphatikiza zida za IT 4 miliyoni (zowunikira, zolemba ndi mapiritsi), zopitilira 4 ma TV miliyoni, ndi zowonera zamagalimoto 200,000.
# 6 Zoposa $2 Biliyoni Zogulitsa mu OLED Microdisplays za AR/VR
2020 inali chaka chosangalatsa kwa VR. Mliriwu udakakamiza anthu kuti azikhala kunyumba nthawi zambiri ndipo ena adamaliza kugula zida zawo zoyambira za VR kuti azitha kuthawa. Chomverera m'makutu chaposachedwa kwambiri cha Facebook, Oculus Quest 2, chidalandira ndemanga zabwino kwambiri ndipo chakhala chida chodziwika bwino kwambiri cha VR. Mosiyana ndi zida zam'mbuyomu, zomwe zinali ndi zowonetsera za OLED, Quest 2 idabwera ndi gulu la 90Hz LCD lomwe limapereka mawonekedwe apamwamba (1832 × 1920 padiso) ndikuchepetsa kwambiri chitseko cha chitseko. Kuti mukhalebe mumpikisano, zowonetsera za OLED zidzafunika kupereka ma pixel density> 1000 PPI koma mapanelo apano opangidwa ndi FMM amangopereka pafupifupi 600 PPI.
MicroLED imaperekedwa ngati munthu woyenera pa AR/VR koma ukadaulo sunakhwime mokwanira. Mu 2021, tiwona chiwonetsero cha magalasi anzeru okhala ndi zowonetsera za microLED. Komabe, timaneneratu kuti sadzakhalapo kugula, kapena pang'ono chabe.
Mahedifoni ochulukirapo a AR tsopano akugwiritsa ntchito ma OLED ma microdisplays (pa ma silicon backplanes) ndipo tikuyembekeza kuti izi zipitilira. Opanga akuyang'ananso VR. Chaka chino, makampaniwa awonetsa milingo yowala kuposa 10,000 nits.
Sony akuti ayamba kupanga ma microdisplays a OLED pamutu watsopano wa Apple mu theka lachiwiri la 2021. Sizikudziwikabe ngati mutuwu udzakhala makamaka wa AR kapena VR. Komabe, uku ndikupambana kwakukulu kwa OLED pama silicon backplanes. Opanga aku China ayamba kale kuyika ndalama muzovala zatsopano kotero titha kuyembekezera kuwonjezeka kwakukulu kwa mphamvu. Zothandizira zochokera ku China zitha kulimbikitsa ndalama zambiri mu 2021. Popeza ma voliyumu a AR/VR akadali otsika, pali chiopsezo kuti izi zipangitsa kuti anthu azichulukirachulukira.
#7 MicroLED TV Iyamba, Koma Kugulitsa Kwagawo Kudzapitilizidwa Ndi Kutsimikiza Kwake (4K)
MicroLED ikhoza kukhala teknoloji yatsopano yosangalatsa kwambiri yowonetsera pamsika kuyambira OLED, ndipo tidzawona ma TV oyambirira opangidwa kuti agwiritse ntchito ogula mu 2021. Ogula omwe amagula ma TV oyambirira a MicroLED, ngakhale, sadzakhala oimira nyumba wamba. Aliyense amene angakwanitse kugula zinthu zisanu ndi chimodzi za MicroLED mwina ali ndi ndalama mu ziwerengero zisanu ndi ziwiri (US $) kapena kupitilira apo.
Samsung yalonjeza kuti ipanga ndi kuyambitsa MicroLED kuyambira kusonyeza chitsanzo cha 75 "pamsonkhano wa IFA ku 2018. Ngakhale kuti yakhala ikugulitsidwa kwambiri pa TV kwa zaka khumi ndi zisanu, Samsung inagwidwa kumbuyo pamene LG inatha kupanga mafakitale OLED TV ndi Samsung's. kuyesayesa kwakukulu kwa OLED kwalephera. Ngakhale oyang'anira zamalonda a Samsung angatsutse mwanjira ina, ndi zifukwa zina zomwe zimatsatiridwa ndi gawo la msika, ma videophiles ambiri apamwamba amawona chithunzi cha OLED TV kukhala chapamwamba kuposa zomwe luso la LCD lingapereke. Chifukwa chake kwa zaka zambiri Samsung yakhala ndi vuto kumapeto kwa msika, popeza mtundu woyamba unalibe TV yokhala ndi chithunzi chabwino kwambiri.
MicroLED TV imayimira yankho lomaliza la Samsung Visual Display ku OLED. Itha kufanana ndi zakuda kwambiri za OLED, ndikupereka kuwala kowoneka bwino kwambiri. Pafupifupi chithunzi chilichonse chamtundu, MicroLED imayimira ukadaulo wowonetsera bwino. Vuto lokhalo ndi mtengo.
Mtengo woyamba wa Samsung's 110” MicroLED TV pakukhazikitsidwa ku Korea ukhala KRW 170 miliyoni, kapena pafupifupi $153,000. Tikuyembekeza kuti Samsung ipereka mitundu itatu - 88 ", 99" ndi 110" - ndikuti kumapeto kwa 2021 mtundu wamtengo wapatali udzaperekedwa pamtengo wochepera $100,000. Komabe, izi sizingafike kwa ogula tsiku lililonse kotero kuti kugulitsa kumangokhala kagawo kakang'ono kwambiri pamsika wa 250-million-plus TV.
Ndinali kufunafuna nambala yaying'ono kuti ndifananize malonda a MicroLED TV, koma ulosi womwe uli pamwambapa umaposa zomwe tikuyembekezera ndi chinthu china. Tikuyembekeza kugulitsa kwa MicroLED TV kukhala kochepera mayunitsi 1000 mu 2021.
#8 Kukula Kwatsopano Kwatsopano kwa LCD
Kuzungulira kwaposachedwa kwa kristalo kwakhala kopanda chifundo kwa opanga ma LCD. Kukula kwa mphamvu za Gen 10.5 kuyambira 2018-2020 kudabweretsa zaka zitatu zotsatizana zakukulitsa kuchuluka kwa manambala awiri, zomwe zidabweretsa kuchulukirachulukira. Monga tawonera pa tchati chamitengo yapa TV pamwambapa, mitengo yamagulu idatsika kuposa 50% mzaka zopitilira ziwiri kuchokera pakati pa 2017 mpaka Q4 2019 kuti ifike kutsika kwanthawi zonse.
Kutsika kwa mtengowo kudapangitsa kuti opanga ma LCD awonongeke kwambiri, makamaka omwe ali kunja kwa China. AUO ndi LGD adasungitsa magawo asanu ndi limodzi motsatizana otayika kuchokera ku Q1 2019 mpaka Q2 2020, ndipo Innolux adataya ndalama mu zisanu ndi chimodzizo kuphatikiza Q4 2018.
Pofika kumayambiriro kwa chaka cha 2020, zikuwoneka kuti LCD inali "teknoloji yakale", ndipo pamene ndalama zochepa zowonjezera mphamvu zinkakonzedweratu ku China, ndalama zatsopano zinasiya pambuyo pa 2021. Opanga awiri aku Korea, omwe poyamba ankalamulira makampani a LCD, adalengeza kuti. anali akuchoka ku LCD kuyang'ana pa OLED. Kuyika ndalama ku China kumayang'ana kwambiri pa OLED.
Mu 2020, zidawonekeratu kuti kuwunikaku kunali kwanthawi yayitali, ndipo LCD yatsala ndi moyo wambiri. Kufuna kwakukulu kudapangitsa kuti mitengo ichuluke, zomwe zidakweza kwambiri phindu la opanga ma LCD. Kuphatikiza apo, zovuta za LGD popanga ma OLED ake Oyera ku Guangzhou, komanso zovuta zambiri za opanga ma panel ndi zokolola zambiri pamapulogalamu a smartphone a OLED, adakumbutsa makampani kuti OLED ndizovuta kupanga komanso mtengo wokwera kwambiri kuposa LCD. Pomaliza, kutuluka kwa ukadaulo wa MiniLED backlight kunapatsa ukadaulo wa LCD wokhala ndi katswiri wochita kutsutsa OLED.
Anthu aku Korea tsopano asintha, kapena kuchedwa, chisankho chawo chotseka LCD, ndipo izi zidzathandiza kusunga / kufunidwa bwino kwa 2021, pambuyo pa kuchepa kwa galasi la Q1. Komabe, kuwonjezera mphamvu kwa OLED sikufika pa ~ 5% pachaka kukula kwa madera omwe tikuyembekezera, ndipo LCD idzakhala yochuluka kwambiri pokhapokha ngati mphamvu zatsopano ziwonjezedwa.
Tawona gawo loyamba la kutembenuka kotsatira kwa kristalo ndi chilengezo cha CSOT kuti ipanga nsalu ya T9 LCD patsogolo pa nsalu yake ya T8 OLED (onani nkhani ina m'magazini ino). Yembekezerani kuwona mayendedwe otere, opangidwa ndi BOE komanso mwinanso opanga magulu aku Taiwan chaka chisanathe.
#9 Palibe Emitter Yovomerezeka Yovomerezeka Pamalonda ya OLED mu 2021
Ndidayamba kulosera izi mu 2019, ndipo ndakhala ndikulondola kwa zaka ziwiri, ndipo ndikuyembekeza kuzichita zitatu.
Kutulutsa kowoneka bwino kwa OLED kwa buluu kungakhale kolimbikitsa kwambiri kumakampani onse a OLED, koma makamaka kwa kampani yomwe imapanga. Awiri omwe akufuna kuchita izi ndi Universal Display Corporation, kuyesera kupanga phosphorescent blue emitter, ndi Cynora, akugwira ntchito pa Thermally Activated Delayed Fluorescent (TADF) zipangizo. Kyulux yochokera ku Japan komanso Summer Sprout yochokera ku China imayang'ananso makina otulutsa abuluu abwino.
Zida zotulutsa zofiira ndi zobiriwira za UDC zimalola mtundu wabwino kwambiri komanso nthawi yonse yamoyo kuchita bwino kwambiri, chifukwa phosphorescence imalola 100% mkati quantum magwiridwe antchito, pomwe ukadaulo wotsogola, fluorescence, umangolola 25% mkati mwa kuchuluka kwachulukidwe. Chifukwa buluu ndi lochepa kwambiri, mu White OLED TV mapanelo LGD imafuna zigawo ziwiri za buluu emitter, ndipo m'manja OLED Samsung imapanga ma pixel ake ndi buluu sub-pixel yaikulu kwambiri kuposa yofiira kapena yobiriwira.
Buluu wowoneka bwino kwambiri ungalole LGD kuti ipite kumtundu umodzi wotulutsa buluu, ndi Samsung kuti iwunikirenso ma pixel ake, muzochitika zonsezi kupititsa patsogolo mphamvu zamagetsi komanso magwiridwe antchito owala. Buluu wowoneka bwino kwambiri ungakhale ndi lonjezo lokulirapo paukadaulo wa Samsung wa QD-OLED, womwe umadalira OLED yabuluu kuti ipange kuwala konse pachiwonetsero. Samsung idzagwiritsa ntchito zigawo zitatu za emitter ya QD-OLED, kotero kusintha kwa buluu kungapereke kusintha kwakukulu pamtengo ndi ntchito.
UDC yakhala ikugwira ntchito kwa zaka zambiri popanga makina otulutsa buluu a phosphorescent, koma kotala lililonse kampaniyo imagwiritsa ntchito chilankhulo chofananira pamatchulidwe ake okhudza buluu wa phosphorescent: "Tikupita patsogolo kwambiri pantchito yathu yopititsa patsogolo ntchito yathu yamalonda ya phosphorescent blue emissive." Cynora kumbali yake yafotokoza momwe ikuyendera pakukwaniritsa zolinga zitatu zogwira ntchito bwino, mtundu wamtundu, ndi moyo wonse, koma kupita patsogolo kumeneku kukuwoneka kuti kwayimitsidwa kuyambira 2018, ndipo Cynora yasintha njira yake yaifupi kuti ikhale yabwino ya buluu ya fluorescent ndi TADF wobiriwira. .
Zowoneka bwino za OLED zabuluu zimatha kuchitika, ndipo zikatero zidzakulitsa kukula kwamakampani a OLED, koma musayembekezere mu 2021.
#10 Opanga Ma Panel aku Taiwan Akhala Ndi Chaka Chawo Chabwino Kwambiri Pazaka Zoposa Khumi
Opanga magulu awiri akuluakulu aku Taiwan, AUO ndi Innolux, adachita bwino kwambiri mu 2020. Kumayambiriro kwa chaka, makampani onsewa anali m'mavuto. Makampani onsewa anali otsalira kwambiri muukadaulo wa OLED, opanda chiyembekezo chopikisana ndi aku Korea, ndipo sanathe kufanana ndi mtengo wa opikisana nawo aku China a BOE ndi CSOT. Monga LCD inkawoneka ngati "teknoloji yakale", monga tafotokozera pamwambapa, makampaniwa akuwoneka kuti alibe ntchito.
Ngakhale kuti dziko la Taiwan linaphonya bwato pa OLED, ndilo likulu la luso la MiniLED, ndipo izi pamodzi ndi chiyembekezo chotsitsimutsidwa cha LCD zasintha kwambiri chiyembekezo cha makampani onsewa. Makampani onsewa apitiliza kupindula ndi kusakanikirana kwawo kwamitundu yosiyanasiyana - onse amapambana pamapaneli a IT omwe akuyembekezeka kupitiliza kuwona kufunika kwamphamvu, ndipo onse ali ndi magawo amphamvu pazowonetsa zamagalimoto zomwe ziyenera kuchira kuyambira chaka chochepa mu 2020.
Chaka chabwino kwambiri cha phindu m'zaka khumi zapitazi kwa makampaniwa chinali chiwongoladzanja chomaliza cha crystal cycle mu 2017. AUO adapeza phindu la TWD 30.3 biliyoni (US $ 992 miliyoni) ndi 9% malire, pamene Innolux adapeza TWD 37 biliyoni. ($ 1.2 biliyoni) ndi malire a 11%. Ndi kufunikira kwamphamvu komwe kumathandizira mitengo yokwera komanso yotsika mtengo, makampani awiriwa atha kupitilira milingoyo mu 2021.
Nthawi yotumiza: Aug-12-2021