Gumi Mafungidziro eIndasitiri yekuratidzira muna 2021

Kutanga kubva 2021, ini ndichaenderera mberi netsika yakatanga makore maviri apfuura yekuisa mamwe mafungidziro egore. Ndakabvunzana nevandinoshanda navo veDSCC kune ese ari maviri misoro yekufarira uye yekufungidzira uye ndakagamuchira mipiro kubva kuna Ross naGuillaume, asi ini ndinonyora iyi koramu kune yangu account, uye vaverengi havafanire kufunga kuti chero ani zvake kuDSCC ane maonero akafanana.

Kunyange ndakaverenga fungidziro idzi, nhamba dzacho ndedzekutarisa chete; hadzina kurongeka.

#1 - Kumira-Kupisa asi Pasina Chibvumirano cheRunyararo muUS-China Trade War; Trump Tariffs Gara Munzvimbo

Hondo yekutengeserana neChina yaive imwe yezvirongwa zvekusaina kweTrump Administration, kutanga nenhevedzano yemitero yakanangana nekupinzwa kunze kweUS zvigadzirwa zveChina. Gore rapfuura, VaTrump vakasaina chibvumirano chekutanga che "Phase 1" chaive nechinangwa chekuvhura nzira yechibvumirano chakakura pakati penyika mbiri idzi. Kubva ipapo, denda rakasimudzira hupfumi pasirese nekukanganisa kutengeserana kwenyika, asi kutengeserana kweChina neUS kwakakura kupfuura nakare kose. VaTrump Administration vakabvisa pfungwa dzavo kubva pamitero kuenda kuzvirango muna 2020, vachirova Huawei nezvipingamupinyi zvakakanganisa bhizinesi rayo re smartphone uye zvakaita kuti ibvise mhando yayo yeHonor.

Tichiri kuona kupera kwehutungamiriri hwaTrump muna Ndira, isu tinotarisira kuti Biden Administration ichachengetedza zvinhu, kana zvisiri matauriro, emitemo yaTrump paChina. Maonero eAnti-China muUS anoita seasingawanzo chibvumirano chebipartisan muCongress, uye tsigiro yemutsetse wakaomarara paChina inoramba yakasimba. Kunyange hazvo Biden asingakwanise kuteedzera mitero mitsva uye anogona kuramba kuwedzera rondedzero yemakambani ekuChina akatemerwa zvirango, haakwanise zvakare kudzoreredza matanho akaiswa naTrump, kwete mugore rake rekutanga muhofisi.

Mukati mezvigadzirwa zveindasitiri zvekuratidzira, maTV chete akakanganiswa nemitero yaTrump yekuranga. Mutero wekutanga wegumi neshanu muzana pane zveChinese TV zvinounzwa munaGunyana 2019 wakaderedzwa kusvika pa7.5% muchikamu chekutanga, asi mutero uyu unoramba uchishanda, uye unowedzera kune 3.9% mutero wekutengesa kweTV kubva kune dzimwe nyika zhinji. Mexico, pasi pechibvumirano cheUSMCA chakatsiva NAFTA, inogona kutengesa maTV pasina mutero, uye mutero weTrump wakabatsira Mexico kudzoreredza chikamu chayo chebhizinesi reTV muna 2020. Iyi maitiro ichaenderera mberi muna 2021, uye isu tinotarisira kuti TV inotengeswa kubva kuChina muna 2021. ichaderedzwa zvakare kubva ku2020 mazinga.

US TV Inotengeswa neNyika uye Screen Saizi boka, Mibairo, Q1 2018 kusvika Q3 2020

Kunobva: US ITC, DSCC Analysis

Panguva iyo ketani yekugovera yeTV yakatama kubva kuChina kuenda kuMexico, ketani dzekugovera dzemanotibhuku PC, mahwendefa uye monitors zvakaramba zvakatongwa neChina. Mune mafoni, mugove wezvinotengwa kubva kuChina wakaramba, sezvo vagadziri venhare vakati wandei, kunyanya Samsung, vakachinjisa kumwe kugadzira kuVietnam. India yakava sosi iri kubuda yemafoni akaunzwa kuUS. Uku kusimuka kubva kuChina kungangoenderera mberi muna 2021 nekuti, pamusoro pekunetsekana nezvehondo yekutengeserana, vagadziri vari kutsvaga yakaderera-mutengo kugadzirwa muVietnam neIndia sezvo basa rinowedzera kudhura mumhenderekedzo yeChina.

#2 Samsung Ichatengesa Foldable Panel neUTG kune Mamwe Zvigadzirwa

Pakutanga kwa2020, takafanotaura kuti Ultra-Thin Glass (UTG) yaizozivikanwa sevhavha yepamusoro yezviratidziro zvinopeteka. Kufembera ikoko kwakasvika pachinangwa, sezvatinofungidzira kuti 84% yemapanera efoni anopeta akashandisa UTG muna 2020, asi ese akabva kumhando imwe chete - Samsung. Nekudzokera kwaHuawei kubva kumusika we smartphone uye kupa zvipimo pane mamwe mamodheru anopeta, Samsung yakapotsa yave neyako painopetwa smartphones muna 2020.

Muna 2021, isu tinotarisira kuti mamwe mabhureki achabatana neUTG bato. Samsung Display inoziva kuti hazvisi mukunakira kwayo kuve nekambani imwe chete inotonga musika unopetwa sezvakaitika muna 2019 na 2020. Nekuda kweizvozvo, Samsung Display ichatanga kupa mapenera anopetwa neUTG kune vamwe vatengi muna 2021. Isu tiri kutarisira Oppo parizvino. . iwo maviri ekupedzisira modhi achashandisa mapaneru kubva kuSDC.

#3 LCD TV Panel Mitengo Icharamba Yakakwira Kupfuura 2020 Levels Kusvika Q4

LCD TV mapaneru mitengo yaive neroller-coaster gore muna 2020, iine matatu inflection mapoinzi muhafu yekutanga chete ichiteverwa nekuwedzera kukuru muhafu yechipiri. Gore rakatanga nemitengo yepaneru ichikwira mushure mekunge Samsung neLGD vazivisa kuti vaizovhara LCD simba rekuchinja kuOLED. Ipapo denda rakarova rikakonzeresa kudzikiswa kwemitengo sezvo munhu wese aityira kudzikira kwepasi rose, kudzamara zvabuda pachena kuti kugara-pamba-mirairo nekuvharika kwakakonzera kuwedzera kudiwa kweTV. Mitengo yakatanga kuwedzera munaJune, zvishoma nezvishoma pakutanga uye yobva yawedzera muQ4 kupedzisa gore kupfuura 50%.

LCD TV Panel Price Index uye Y/Y Shanduko, 2015-2021

Kunobva: DSCC

Nepo Q1 ingangove kutanga kwekudzikira kwemwaka kudiwa kweTV, isu hatitarisire kuti mitengo yepaneru ichadzikira nekuda kwekutya kushomeka kwegirazi kunokonzerwa nekudzimwa kwemagetsi kuNEG pamwe neGen 10.5 matambudziko egirazi kuCorning. Pakupera kweQ1, zvakadaro, kupihwa kwegirazi kuchadzoserwa uye kudonha kwemwaka mukudiwa muchirimo nemwedzi yezhizha kunotungamira mitengo yepaneru kudonha.

Kuwedzera kukuru kweLCD TV panel mitengo kwakatungamirira SDC neLGD kuchinja zvirongwa zvavo uye kuwedzera hupenyu hweLCD mitsetse. Makambani aya ari kuita sarudzo ine musoro yekuti arambe achimhanyisa mitsetse inounza mari, asi fungidziro yekudzima icharamba yakarembera paindasitiri. Kunyangwe mitengo ichidzika, icharamba iri pamusoro pe2020 mazinga kuburikidza nechirimo uye mapaneru mitengo inogona kudzikama muhafu yechipiri ye2021 pamatanho akakwira zvakanyanya pane yavo-yenguva-yakaderera yeQ2 2020.

#4 Musika Wepasirese weTV Uchaderera muna 2021

Isu tinogona kusakwanisa kutonga kana kufanotaura uku kuri kwechokwadi muna 2021, sezvo data reQ4 2021 risingazovepo kusvika kutanga kwa2022, asi ndinofunga zvingangove zvakajeka zvichibva paQ1-Q3 data kuti 2021 richave gore rakaderera. zveTV.

Nhamba dzeY/Y dzeTV dzinogona kutanga gore nedivi rakanaka, sezvo kutumirwa kweTV muhafu yekutanga ya2020 kwakakuvadzwa nekunetsekana kwekupihwa kwakakonzerwa nedenda uyezve nekutya kudonha kwekuda. Tinogona kutarisira kutakurwa kweQ1 kuve anosvika mazinga a2019 uye pamwe akakwira sezvo denda rinofambiswa nedenda richiramba rakakwira, saka kuwedzera-manhamba-mbiri Y / Y mukota yekutanga inenge yakavimbiswa.

Global TV Shipments yePamusoro gumi neshanu Brands neKuta, 2017-2020

Kwakabva: DiScien Makuru Global TV Shipments uye Supply Chain Report

Uku kufanotaura kwegore rose ra2021 kwakavakirwa patariro inetariro yekuti vaccine ichapedza denda. Majekiseni anofanirwa kutanga kuparadzirwa zvakanyanya muNorth America neWestern Europe munguva yekudziya kwekunze kuti vanhu vabude kunze. Mushure mekubatanidzwa kwerinopfuura gore, vatengi vari munyika dzakabudirira vachange vachida kunakidzwa nerusununguko rwakawedzerwa, uye sezvo vatengi vakawanda vakavandudza maTV avo muna 2020, havazoda imwe kuvandudzwa. Saka pachikamu chechipiri zvinofanirwa kuve pachena kuti iyi misika yakagadziridzwa icharatidza Y/Y kuderera.

Nepo kudiwa kweTV kwawedzera mumisika yakasimukira panguva yedenda, kudiwa kwehupfumi huri kusimukira kwakanyanya kutarisisa macroeconomics, uye kudzikira kwehupfumi kwakonzera kudzikira kwekuda kweTV mumatunhu iwayo. Nekuti isu tinotarisira kuti kuburitswa kwejekiseni kuite zvishoma kumaodzanyemba kwepasirese, isu hatitarisire kudzoreredza kwehupfumi mumatunhu iwayo kusvika 2022, saka kudiwa kweTV hakugone kuita nani.

Pamusoro peiyo macroeconomic uye denda mhedzisiro, yakakwira LCD TV mapaneru mitengo ichaita semhepo pamusika weTV muna 2021. Vagadziri veTV vakanakidzwa nerekodhi purofiti muQ3 2020 zvichibva pamitengo yakaderera yeQ2 mapaneru uye kudiwa kwakasimba, asi mitengo yepamusoro yepaneru inomanikidza. purofiti yavo nemabhajeti ekushambadzira uye zvichadzivirira vagadziri veTV kubva kushandisa hukasha hwemitengo nzira dzinokurudzira kudiwa.

Ini ndaizoona kuti kufanotaura uku hakuna kubatwa nevose kuDSCC; fungidziro yekambani yedu inodaidzira kuti musika weTV uwedzere zvishoma ne 0.5% muna 2021. Ini pachangu, ndinonzwa kusava netariro pamusoro pemisika iri kusimukira.

#5 Zvinopfuura Mamirioni masere Zvishandiso zvine MiniLED Zvichatengeswa muna 2021

Isu tinotarisira kuti 2021 richave gore rekubuda kweMiniLED tekinoroji sezvainounzwa mune akawanda maapplication uye inoenda musoro-kune-musoro ichipesana neOLED tekinoroji.

MiniLED ine akawanda madiki machipi e LED anowanzo kubva pa50 kusvika 300µm muhukuru, kunyangwe tsananguro yeindasitiri yeMiniLED haisati yatangwa. MiniLEDs inotsiva akajairwa ma LED mune backlights uye anoshandiswa mukudzima kwenzvimbo pane kumucheto kwemwenje gadziriso.

TCL yanga iri piyona muMiniLED TVs. TCL yakatumira maLCD ekutanga epasirese neMiniLED backlight, 8-Series, muna 2019, uye yakawedzera huwandu hwayo nemutengo wakaderera-6-Series muna 2020, pamwe nekuunza iyo Vidrian MiniLED backlight TV ine inoshanda matrix backplane mune yavo 8-Series. . Kutengeswa kwechigadzirwa ichi kwave nehusimbe, sezvo TCL isati yagadzira mufananidzo wemhando yepamusoro, asi muna 2021 tichaona tekinoroji yakatorwa nemamwe emhando dzeTV. Samsung yakamisa chinangwa chekutengesa chemamiriyoni maviri eMiniLED TVs muna 2021, uye LG ichaunza yayo yekutanga MiniLED TV paCES Show muna Ndira (ona nyaya yakaparadzana iyi nyaya).

Munzvimbo yeIT, Apple yakahwina 2020 Display yeGore Mubairo kubva kuSID kune yayo makumi matatu nemaviri ”Pro Display XDR yekutarisa; nepo Apple isingashandisi izwi rekuti MiniLED, chigadzirwa chinokwana mukati metsanangudzo yedu. Kunyangwe iyo XDR, ine mutengo wemadhora mazana mana nemakumi mapfumbamwe nepfumbamwe, isingatengese mumavhoriyamu akakwira, kutanga kwa2021 Apple inotarisirwa kuburitsa 12.9 ″ iPad Pro ine MiniLED backlight ine 10,384 LED machipisi. Kuwedzera zvigadzirwa zveIT kubva kuAsus, Dell uye Samsung zvichatyaira mavhoriyamu epamusoro eiyi tekinoroji.

DSCC's  MiniLED Backlight Tekinoroji, Mutengo uye Kutumira Chirevo  inopa yedu yakazara-5-gore fungidziro yeMiniLED kutumira nekushandisa, mukuwedzera kune inodhura modhi yeakasiyana zvigadzirwa zvivakwa pahupamhi hwehukuru hwescreen kubva pa6 "kusvika pa65" uye tsananguro izere yeMiniLED. mangetani ekupa. Isu tinotarisira kutengesa kweMiniLED kune ese maapplication kusvika 48 miriyoni mayunitsi panosvika 2025, uye nhamba huru dzinotanga muna 2021 neY/Y kukura kwe17,800% (!), kusanganisira 4 miriyoni zvigadzirwa zveIT (mamonitor, mabhuku ekunyorera uye mahwendefa), anopfuura mana. Mamirioni eTV, uye 200,000 mota dzinoratidza.

#6 Inodarika Mabhirioni maviri Ekudyara muOLED Microdisplays yeAR/VR

2020 raive gore rinonakidza reVR. Denda iri rakamanikidza vanhu kugara pamba nguva zhinji uye vamwe vakapedzisira vatenga yavo yekutanga VR mahedhifoni kuti vawane imwe nzira yekutiza. Facebook ichangoburwa inodhura headset, iyo Oculus Kuda 2, yakagamuchira yakanaka wongororo uye yakakurumidza kuve inonyanya kufarirwa VR mudziyo. Kusiyana nemidziyo yakapfuura, yaive neOLED kuratidzwa, iyo Quest 2 yakauya ne90Hz LCD pani iyo yakapa yepamusoro resolution (1832 × 1920 paziso) uye zvakanyanya kuderedza skrini-gonhi mhedzisiro. Kuti urambe uri munhangemutange, maOLED anoratidza anozoda kupa pixel densities>1000 PPI asi mapaneru aripo anogadzirwa neFMM anongopa anenge mazana matanhatu PPI.

MicroLED inoratidzwa seyakakodzera mumiriri weAR / VR asi tekinoroji haina kukura zvizere. Muna 2021, tichaona kuratidzwa kwemagirazi akangwara ane microLED kuratidza. Nekudaro, isu tinofanotaura kuti ivo havazovepo kuti vatenge, kana mune zvishoma chete.

Mamwe mahedhifoni eAR ave kushandisa OLED microdisplays (pasilicon backplanes) uye isu tinotarisira kuti maitiro achaenderera mberi. Vagadziri vari kunangawo VR. Gore rino, iyo indasitiri icharatidza kupenya kwemazinga pamusoro pe10,000 nits.

Sony inonzi ichatanga kugadzirwa kwakawanda kweOLED microdisplays kune itsva Apple headset muhafu yechipiri ya 2021. Hazvisati zvanyatsojeka kana iyi headset ichanyanya kuve yeAR kana VR. Nekudaro, uku kuhwina kukuru kweOLED pane silicon backplanes. Vagadziri veChinese vakatotanga kuisa mari mumachira matsva saka tinogona kutarisira kuwedzera kukuru kwehuwandu. Rubatsiro kubva kuChina rungangokurudzira kudyara kwakawanda muna 2021. Sezvo mavhoriyamu eAR/VR achiri mashoma, pane njodzi yekuti izvi zvichakurumidza kugadzira kuwanda.

#7 MicroLED TV Ichatanga, Asi Kutengeswa Kwemayuniti Kuchapfuura Nekugadziriswa Kwayo (4K)

MicroLED inogona kunge yakanyanya kunakidza tekinoroji yekuratidzira kumusika kubva kuOLED, uye tichaona maTV ekutanga akagadzirirwa kushandiswa kwevatengi muna 2021. Vatengi vanotenga maTV ekutanga eMicroLED, kunyange zvakadaro, havangamiriri vevhareji yemhuri. Chero ani anokwanisa kutenga zvitanhatu-nhamba sum yeMicroLED angangove ane mari muzvikamu zvinomwe (US $) kana kupfuura.

Samsung yakavimbisa kuvandudza uye kuunza MicroLED kubva pakuratidza 75 ” modhi pamusangano weIFA muna 2018. Kunyangwe yanga iri iyo yakanyanya kutengesa TV brand kwemakore gumi nemashanu, Samsung yakabatwa kuseri kwecurve apo LG yakakwanisa kugadzira OLED TV uye Samsung's. kuedza kwehukuru-hukuru OLED kwakakundikana. Nepo vatariri vekushambadzira veSamsung vangapokana neimwe nzira, neimwe zvikonzero zvinoburitswa nemusika wayo wemusika, vazhinji vepamusoro-yekupedzisira videophiles vanofunga iwo mufananidzo mhando yeOLED TV kuve yepamusoro kune yakanyanya kunaka inogona kupihwa neLCD tekinoroji. Saka kwemakore Samsung yave nedambudziko kumusoro kwemusika, sezvo nhamba yekutanga brand yakanga isina TV ine yakanakisa mufananidzo mhando.

Iyo MicroLED TV inomiririra Samsung Visual Display mhinduro yekupedzisira kune OLED. Inogona kuenzanisa yakadzika dema yeOLED, uye inopa zvinoshamisa zvirinani kupenya kwepamusoro. Munenge mune yega yega yemhando yemhando hunhu, MicroLED inomiririra yakakwana kuratidza tekinoroji. Dambudziko chete mutengo.

Mutengo wekutanga weSamsung's 110 ”MicroLED TV pakuvhurwa muKorea ichave KRW 170 miriyoni, kana ingangoita zviuru zana nemakumi mashanu emadhora. Isu tinotarisira kuti Samsung ichapa akawanda anosvika matatu mamodheru - 88 ", 99" uye 110" - uye kuti pamberi pekupera kwa2021 iyo yakaderera mutengo modhi ichapihwa isingasviki $100,000. Zvakangodaro, izvi zviri kure nekusasvika kwemutengi wemazuva ese zvekuti kutengesa kunogumira kune diki chikamu che250-miriyoni-pamwe neTV musika.

Ini ndanga ndichitsvaga nhamba diki yakafanira kuenzanisa MicroLED TV kutengesa, asi kufanotaura pamusoro apa kunowedzera kutakurwa kwedu kunotarisirwa nechikamu chechina. Isu tinotarisira kuti MicroLED TV kutengesa kuve isingasviki zviuru zana muna 2021.

#8 Nyowani LCD Capacity Expansions

Iyo yazvino crystal kutenderera kwave nehutsinye kune vagadziri veLCD. Iyo wave yeGen 10.5 yekuwedzera simba kubva 2018-2020 yakaunza makore matatu akateedzana ekuwedzera-madhiji maviri ekuwedzera, zvichikonzera kuwandisa kwakanyanya. Sezvinoratidzwa muTV mapaneru mutengo chati pamusoro, mapaneru mitengo yakaderera kupfuura 50% muanopfuura makore maviri chete kubva pakati-2017 kusvika Q4 2019 kusvika-nguva yakaderera.

Mutengo unodzikira zvakakonzera kurasikirwa kwakanyanya kwekushanda kwevagadziri veLCD, vangangoita vari kunze kweChina. AUO neLGD yakabhuka zvikamu zvitanhatu zvakateedzana zvekurasikirwa kubva kuQ1 2019 kusvika kuQ2 2020, uye Innolux yakarasa mari mune zvitanhatu izvi plus Q4 2018.

Pakazosvika 2020, zvakaonekwa kuti LCD yakanga iri "tekinoroji yekare", uye nepo mari shoma yekuwedzera mari yakanga ichiri kurongwa muChina, mari itsva yakamira mushure me 2021. Vaviri veKorea vagadziri vepaneti, avo vaimbotonga indasitiri yeLCD, vakazivisa kuti. ivo vaibvisa kubva kuLCD kuti vatarise paOLED. Investment muChina yakawedzera kutarisa paOLED.

Muna 2020, zvakava pachena kuti ongororo iyi yaive isati yakwana, uye LCD ine hupenyu hwakawanda hwasara. Kudiwa kwakasimba kwakakonzera kuwedzera kwemutengo wepaneru, izvo zvakavandudza zvakanyanya purofiti yevagadziri veLCD. Uyezve, kunetsa kweLGD nekugadzira maWhite OLED muGuangzhou, uye vazhinji vanogadzira mapaneru vanonetsekana nekuwedzera goho paOLED smartphone mapaneru, yakayeuchidza indasitiri kuti OLED yakaoma kugadzira uye mutengo wakakwira kupfuura LCD. Chekupedzisira, kubuda kweMiniLED backlight tekinoroji kwakapa LCD tekinoroji ine shasha yekuita kukwikwidza OLED.

MaKorea ikozvino akadzora, kana kunonoka, danho ravo rekudzima LCD, uye izvi zvichabatsira kuchengetedza kupihwa / kudiwa muchiyero che2021, mushure mekushayikwa kwegirazi kweQ1 kwadzikiswa. Nekudaro, huwandu hwekuwedzera hweOLED hunoderera kusvika ~ 5% pagore kukura kwenzvimbo mukudiwa kwatinotarisira, uye LCD ichave iri mukuwedzera kusimba kunze kwekunge hutsva hwawedzerwa.

Isu takaona nhanho yekutanga yekutendeuka kunotevera kwekristaro kutenderera nechiziviso cheCSOT kuti ichavaka T9 LCD machira pamberi peiyo T8 OLED fab (ona yakaparadzana nyaya munyaya iyi). Tarisira kuona mamwe mafambiro akadai, neBOE uye pamwe kunyangwe nevagadziri vepatafura veTaiwanese gore risati rapera.

#9 Hapana Mutengesi Inogamuchirwa Inoshanda Bhuruu OLED Emitter muna 2021

Ini ndakatanga fungidziro iyi muna 2019, uye ndave nemakore maviri chokwadi, uye ndinotarisira kuzviita matatu.

Iyo inoshanda yebhuruu OLED emitter ingave inosimudzira zvakanyanya kune yese OLED indasitiri, asi kunyanya kukambani inoigadzira. Vaviri vakanyanya kukwikwidza pane izvi iUniversal Display Corporation, kuyedza kugadzira phosphorescent bhuruu emitter, uye Cynora, anoshanda pazvinhu zveThermally Activated Delayed Fluorescent (TADF). Japan-yakavakirwa Kyulux uye China-yakavakirwa Summer Sprout zvakare inonangana inoshanda yebhuruu emitter.

UDC's tsvuku uye girinhi emitter zvinhu zvinobvumira yakanakisa ruvara uye hupenyu nehunyanzvi hwepamusoro, nekuti phosphorescence inobvumira 100% yemukati quantum kunyatsoita, nepo yakatangira tekinoroji, fluorescence, inongobvumira 25% yemukati quantum kunyatsoita. Nekuti bhuruu haina kunyatso shanda, muWhite OLED TV mapaneru LGD inoda maviri eblue emitter layer, uye munhare OLED Samsung inoronga mapikseli ayo nebhuruu sub-pixel yakakura kudarika tsvuku kana girinhi.

Bhuruu rinoshanda rakawanda raizobvumira LGD kuti iende kune imwechete yebhuruu emitting layer, uye Samsung kuti ienzanise mapikseli ayo, mune ese ari maviri ekuvandudza kwete chete kugona kwesimba asiwo kupenya kwekuita. Bhuruu inoshanda zvakanyanya yaizobata yakatokura vimbiso yeSamsung's QD-OLED tekinoroji, iyo inovimba nebhuruu OLED kugadzira mwenje wese muchiratidziro. Samsung ichashandisa matatu emitter akaturikidzana eQD-OLED, saka kuvandudzwa kwebhuruu kunopa kuvandudzwa kukuru mumutengo uye kuita.

UDC yave nemakore ichishanda mukugadzira phosphorescent blue emitter, asi chikamu chimwe nechimwe kambani inoshandisa mutauro wakafanana mukufona kwayo nezve phosphorescent blue: "tinoramba tichifambira mberi zvakanaka pabasa redu rekusimudzira rekutengesa phosphorescent blue emissive system." Cynora kune chikamu chayo yakatsanangura kufambira mberi kwayo mukuzadzisa zvinangwa zvitatu zvekushanda, ruvara rwemavara, uye hupenyu hwese, asi kufambira mberi ikoko kunoratidzika kunge kwakamira kubva 2018, uye Cynora yakashandura nzira yayo yenguva pfupi kuenda kune yakagadziridzwa fluorescent yebhuruu uye TADF yegirini. .

Iyo inoshanda zvakanyanya yebhuruu OLED zvinhu inogona kupedzisira yaitika, uye kana yazviita inomhanyisa kukura kweOLED indasitiri, asi usazvitarisira muna 2021.

#10 Taiwan Panel Vagadziri Vachave NeGore Ravo Rakanaka Muanopfuura Makore Gumi

Iwo maviri makuru eTaiwan-based panel vagadziri, AUO neInnolux, akabudirira zvakanyanya muna 2020. Pakutanga kwegore, makambani ese ari maviri aive mumatambudziko. Makambani ese ari maviri aive kumashure zvakanyanya muhunyanzvi hweOLED, aine tariro shoma yekukwikwidza nemaKorea, uye akatadza kuenderana nemutengo wechimiro chevakwikwidzi vavo vakuru vekuChina BOE neCSOT. Sezvo LCD yakaita se "teknolojia yekare", sezvakataurwa pamusoro apa, makambani aya akaita seanowedzera kusakosha.

Nepo Taiwan ingave yakapotsa chikepe paOLED, inzvimbo yehunyanzvi muMiniLED tekinoroji, uye izvi pamwe neakamutsiridzwa tarisiro yeLCD zvakavandudza tarisiro yemakambani ese ari maviri. Makambani ese ari maviri acharamba achibatsirwa kubva kune akasiyana zvigadzirwa musanganiswa - iwo ese ari maviri anokunda muIT mapaneru anotarisirwa kuenderera mberi nekuona kudiwa kwakasimba, uye vese vane migove yakasimba mukuratidzira kwemotokari izvo zvinofanirwa kupora kubva pagore rakaderera muna 2020.

Gore rakanakisa rekuita purofiti mumakore gumi apfuura kumakambani aya raive rekupedzisira peak yecrystal cycle muna 2017. AUO yakawana purofiti yeTWD 30.3 bhiriyoni (US $992 miriyoni) ne9% net margin, uku Innolux yakawana TWD 37 bhiriyoni. ($ 1.2 bhiriyoni) ine 11% net margin. Nekuda kwakasimba kunotsigira mitengo yepamusoro yepaneru uye neyakaonda mutengo chimiro, makambani maviri aya anogona kudarika iwo mazinga muna 2021.


Nguva yekutumira: Aug-12-2021

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