Ukuqala ngo-2021, ndiza kuqhubeka nesiko elaqala kwiminyaka emibini edlulileyo yokubeka uqikelelo oluthile lonyaka. Ndabonisana nabalingane bam be-DSCC kuzo zombini izihloko ezinomdla kunye nokuqikelelwa kwaye ndafumana iminikelo evela kuRoss noGuillaume, kodwa ndibhala le kholamu kwi-akhawunti yam, kwaye abafundi akufanele bacinge ukuba nabani na ongomnye kwi-DSCC unezimvo ezifanayo.
Ngelixa ndibala ezi ngqikelelo, amanani abhekiselele kuphela; azikho kulo naluphi na ulandelelwano oluthile.
#1 - Ukuyeka uMlilo kodwa akukho siVumelwano soXolo kwiMfazwe yoRhwebo yase-US-China; IiRhafu zikaTrump zihlala kwindawo
Imfazwe yokurhweba kunye neChina yayiyenye yamanyathelo okusayinwa kwe-Trump Administration, eqala ngoluhlu lweerhafu ekujoliseni ukuthengiswa kwe-US kweemveliso zaseTshayina. Kunyaka ophelileyo, uTrump watyikitya isivumelwano sokuqala “seSigaba soku-1” esasijongiwe ukuhlahla indlela yesivumelwano esibanzi phakathi kwala mazwe mabini. Ukusukela ngoko, ubhubhane uye wanyusa uqoqosho kwihlabathi liphela kwaye waphazamisa urhwebo lwehlabathi, kodwa intsalela yorhwebo yaseTshayina ne-US inkulu kunangaphambili. Ulawulo lukaTrump lutshintshe ukugxila kwabo kwiirhafu ukuya kwizohlwayo ngo-2020, bebetha iHuawei ngemiqobo eye yakhubaza ishishini layo le-smartphone kwaye yakhokelela ekubeni ikhuphe i-Honor brand.
Ngelixa siza kubona ukuphela komongameli weTrump ngoJanuwari, silindele ukuba uLawulo lweBiden lugcine into, ukuba ayiyonto, yemigaqo-nkqubo kaTrump eTshayina. Uluvo lwe-Anti-China e-US lubonakala luyimeko enqabileyo yesivumelwano se-bipartisan kwiCongress, kwaye inkxaso yomgca onzima kwi-China ihlala yomelele. Ngelixa i-Biden ingenakukwazi ukulandela amaxabiso amatsha kwaye inokwala ekwandiseni uluhlu lweenkampani zaseTshayina ezijolise kuzo izohlwayo, akanakukwazi ukukhulula amanyathelo abekwe nguTrump, ubuncinci hayi kunyaka wakhe wokuqala e-ofisini.
Ngaphakathi kweemveliso zokugqibela zeshishini, ziiTV kuphela ezachatshazelwa ziintlawulo zokohlwaya zikaTrump. Umrhumo wokuqala we-15% kwi-TV yaseTshayina ephuma ngaphandle ephunyezwe ngoSeptemba ka-2019 yathotywa ukuya kwi-7.5% kwisivumelwano seSigaba soku-1, kodwa lo luhlu lweerhafu luhlala lusebenza, kwaye longeza kumrhumo we-3.9% wokungeniswa kwe-TV evela kwamanye amazwe amaninzi. IMexico, phantsi kwesivumelwano se-USMCA esathatha indawo ye-NAFTA, sinokuthumela iiTV ngaphandle kwentlawulo, kwaye iirhafu zeTrump zanceda iMexico ukuba ibuyisele isabelo sayo kwi-TV ye-TV ngo-2020. Le pateni iya kuqhubeka kwi-2021, kwaye silindele ukuba i-TV ingeniswe e-China ngo-2021. iya kuncitshiswa ngakumbi ukusuka kumanqanaba ka-2020.
I-US TV eNgeniswa ngaphandle ngeLizwe kunye neqela leSikrini soBukhulu, iNgeniso, i-Q1 2018 ukuya kwi-Q3 2020
Ngelixa unikezelo lweTV lusuka e-China ukuya eMexico, ikhonkco lokubonelela ngeePC, iitafile kunye nabahloli bahlala belawulwa yiTshayina. Kwii-smartphones, isabelo sokungeniswa ngaphandle kwe-China sinqabile, njengoko abavelisi beefowuni abaninzi, ngakumbi i-Samsung, batshintshele imveliso ethile eVietnam. IIndiya yaba ngumthombo osakhulayo wee-smartphones ezingeniswe e-US. Olu tshintsho lusuka e-China luza kuqhubeka ngo-2021 kuba, ukongeza kwiinkxalabo malunga nemfazwe yorhwebo, abavelisi bafuna imveliso ephantsi kwexabiso eliphantsi eVietnam naseIndiya njengoko abasebenzi bebiza kakhulu kwi-China yonxweme.
#2 Isamsung izakuthengisa iiPaneli eziSongekayo nge-UTG kwezinye iiBrand
Ekuqaleni kuka-2020, saqikelela ukuba i-Ultra-Thin Glass (UTG) iya kubonwa njengelona qweqwe lilungileyo lemiboniso egotywayo. Olo qikelelo lufike kwithagethi, njengoko siqikelela ukuba iipesenti ezingama-84 zeephaneli zeefowuni ezisongekayo zasebenzisa i-UTG ngo-2020, kodwa zonke zivela kuhlobo olunye-i-Samsung. Ngokurhoxa kweHuawei kwimakethi ye-smartphone kunye nokubonelela ngezithintelo kwezinye iimodeli ezisongekayo, i-Samsung iphantse yaba ne-monopoly kwii-smartphones ezisongelwayo ngo-2020.
Ngo-2021, silindele ukuba ezinye iibrendi zijoyine iqela le-UTG. I-Samsung Display iyaqonda ukuba akukho mdla wayo wokuba nenkampani enye elawula imarike esongelayo njengoko kwenzekile ngo-2019 kunye no-2020. Ngenxa yoko, i-Samsung Display iya kuqalisa ukunika iiphaneli ezisongekayo nge-UTG kwabanye abathengi ngo-2021. Silindele ngoku u-Oppo , Vivo, Xiaomi kunye noGoogle ukuba ngamnye unikeze ubuncinane imodeli enye esongelayo kunye neepaneli ze-Samsung Display UTG ngo-2021. Ukongeza, silindele ukuba i-Xiaomi ibonelele zonke iindidi ezi-3 zeefolda kwi-2021 - ukuphuma, ukugoqa kunye ne-clamshell, nangona kuphela iimodeli ezi-2 zokugqibela ziya kusebenzisa iiphaneli ezivela kwiSDC.
#3 LCD TV Panel Amaxabiso ayakuhlala ePhezulu kunamaNqanaba ka 2020 kude kube nguQ4
Amaxabiso epaneli ye-LCD kamabonakude abenonyaka ka-2020, kunye namanqaku amathathu e-inflection kwisiqingatha sokuqala sodwa elandelwa kukunyuka okukhulu kwisiqingatha sesibini. Unyaka waqala ngamaxabiso ephaneli enyuka emva kokuba i-Samsung kunye ne-LGD ibhengeze ukuba baya kuvala umthamo we-LCD ukutshintshela kwi-OLED. Emva koko ubhubhane wabetha kwaye wakhokelela ekuthotyweni kwamaxabiso njengoko wonke umntu esoyika ukudodobala koqoqosho lwehlabathi, de kwacaca ukuba iiodolo zokuhlala ekhaya kunye nokuvalwa okukhokelela ekonyukeni kwemfuno yeeTV. Amaxabiso aqale ukunyuka ngoJuni, ngokucothayo ekuqaleni aze anyuse isantya kwi-Q4 ukugqiba unyaka ngaphezulu kwe-50%.
I-LCD ye-Panel ye-Index yePhaneli ye-TV kunye ne-Y / Y yoTshintsho, i-2015-2021
Ngelixa i-Q1 iqhele ukuba sisiqalo sokucotha kwexesha lonyaka kwimfuno ye-TV, asilindelanga ukuba amaxabiso ephaneli ahla ngenxa yoloyiko lokunqongophala kweglasi okubangelwa kukumka kombane kwi-NEG kudityaniswa neGen 10.5 yeglasi yeengxaki eCorning. Ekupheleni kwe-Q1, nangona kunjalo, ukunikezelwa kweglasi kuya kubuyiselwa kwaye ukuwa kwexesha lonyaka kwimfuno entwasahlobo nasehlotyeni kuya kukhokelela ukuba amaxabiso ephaneli awele.
Ukonyuka okukhulu kwamaxabiso ephaneli yeLCD kamabonakude kukhokelele iSDC kunye neLGD ukuba zitshintshe izicwangciso zazo kwaye zandise ubomi bemigca yeLCD. Ezi nkampani zenza isigqibo esinengqondo sokuba kufuneka ziqhubeke nokuqhuba imigca ezisa imali, kodwa umbono wokuvalwa uya kuhlala ujinga phezu kweshishini. Nangona amaxabiso eza kuhla, aya kuhlala engaphezulu kwamanqanaba ka-2020 ehlotyeni kwaye amaxabiso ephaneli anokuthi azinze kwisiqingatha sesibini sika-2021 kumanqanaba aphezulu kakhulu kunalo lonke ixesha elisezantsi le-Q2 2020.
#4 Imakethi yeTV yeHlabathi iya kuHluka ngo-2021
Asinakukwazi ukugweba ukuba le nkcazo ichanekile ngexesha le-2021, ekubeni idatha ye-Q4 2021 ayiyi kufumaneka kude kube ekuqaleni kwe-2022, kodwa ndicinga ukuba iya kucaca ngokusekelwe kwidatha ye-Q1-Q3 ukuba i-2021 iya kuba ngunyaka ophantsi. yeTV.
Amanani e-Y/Y kamabonakude kusenokwenzeka ukuba aqale unyaka kwicala elincomekayo, kuba ukuthunyelwa kweTV kwisiqingatha sokuqala sika-2020 konzakaliswa zizithintelo zokubonelela ezibangelwa ngubhubhane emva koko kukoyika ukuwohloka kwemfuno. Singalindela ukuba ukuthunyelwa kwe-Q1 kufikelele kumanqanaba angama-2019 kwaye kunokwenzeka ukuba kuphezulu njengoko imfuno eqhutywa ngubhubhane ihlala iphezulu, ngoko ke ukonyuka okuphindwe kabini kweY/Y kwikota yokuqala kuphantse kuqinisekiswa.
Ukuthunyelwa kweTV yeGlobal kwii-15 Brands eziphezulu ngekota, ngo-2017-2020
Olu qikelelo lonyaka wonke luka-2021 lusekwe kulindelo olunethemba lokuba izitofu zokugonya ziya kuzisa isiphelo kulo bhubhani. Izitofu zokugonya kufuneka ziqalise ukusasazwa ngokubanzi kuMntla Merika naseNtshona Yurophu kanye ngexesha lemozulu eshushu ukuvumela abantu ukuba baphumele ngaphandle. Emva kokudityaniswa ixesha elingaphezu konyaka, abathengi abakumazwe ahambele phambili baya kulangazelela ukunandipha inkululeko eyongezelelekileyo, kwaye ekubeni abathengi abaninzi bephucule oomabonwakude babo ngo-2020, abasayi kufuna olunye ukuphuculwa. Ngoko ngekota yesi-2 kufuneka kucace ukuba ezi marike ziphuhlisiwe ziya kubonisa ukuhla kwe-Y / Y.
Ngelixa imfuno yeTV iye yanda kwiimarike eziphuhlileyo ngexesha lo bhubhani, imfuno kuqoqosho olusakhulayo ichaphazeleka kakhulu kuqoqosho olukhulu, kwaye ukudodobala koqoqosho kubangele ukwehla kwemfuno yeTV kule mimandla. Kuba silindele ukukhutshwa kwezitofu zokugonya ukuba kucothe kumazantsi ehlabathi, asilindelanga ukuchacha kwezoqoqosho kuloo mimandla kude kube ngu-2022, ngoko ke imfuno yeTV ayinakuphucuka.
Ngaphezulu kweziphumo zoqoqosho olukhulu kunye nobhubhane, amaxabiso aphezulu epaneli ye-LCD kamabonakude azakusebenza njengomoya kwimarike kamabonakude ngo-2021. Abavelisi bakamabonakude bayonwabele inzuzo yokurekhoda ngo-Q3 2020 ngokusekwe kumaxabiso ephaneli ye-Q2 ephantsi kunye nemfuno emandla, kodwa amaxabiso ephaneli aphezulu aya kunyanzela. iingeniso zabo kunye nohlahlo lwabiwo-mali lwentengiso kwaye ziya kuthintela abenzi beTV ekusebenziseni amaqhinga abukhali amaxabiso avuselela imfuno.
Ndingaqaphela ukuba olu qikelelo alubanjwanga ngabo bonke e-DSCC; Uqikelelo lwenkampani yethu lufuna ukuba imakethi yeTV inyuke kancinci nge-0.5% ngo-2021. Ngokomntu, ndiziva ndinethemba malunga neemarike ezikhulayo.
#5 Ngaphezulu kwe-8 yezigidi zezixhobo ezineMiniLED ziyakuthengiswa ngo-2021
Silindele ukuba i-2021 ibe ngunyaka wokuphuma kwitekhnoloji ye-MiniLED njengoko iziswa kwizicelo ezininzi kwaye ihamba intloko-intloko ngokuchasene netekhnoloji ye-OLED.
I-MiniLED iqulathe iitshiphusi ezincinci ze-LED ezihlala zisuka kwi-50 ukuya kwi-300µm ngobukhulu, nangona inkcazo yoshishino ye-MiniLED ayikenziwa. I-MiniLEDs ithatha indawo ye-LED eziqhelekileyo kwizibane zangasemva kwaye zisetyenziswa kwi-dimming yendawo endaweni yokucwangciswa kwezibane zomda.
I-TCL ibe nguvulindlela kwi-MiniLED TVs. I-TCL yathumela iiLCDs zokuqala zehlabathi nge-MiniLED backlight, 8-Series, ngo-2019, kwaye yandisa uluhlu lwayo ngexabiso eliphantsi le-6-Series ngo-2020, kunye nokwazisa i-Vidrian MiniLED backlight TV kunye ne-matrix backplane esebenzayo kwi-8-Series yabo. . Ukuthengiswa kwale mveliso kuye kwadodobala, njengoko i-TCL ingazange iseke umfanekiso we-brand ephezulu, kodwa ngo-2021 siza kubona itekhnoloji eyamkelwa zezinye iimpawu eziphambili zeTV. I-Samsung iseke i-target target ye-2 yezigidi ze-MiniLED TVs ngo-2021, kwaye i-LG iya kuzisa i-TV yayo yokuqala ye-MiniLED kwi-CES Show ngoJanuwari (jonga ibali elihlukeneyo lo mbandela).
Kwidomeyini ye-IT, iApple iphumelele iMbasa yokuBonisa yoNyaka ka-2020 kwi-SID nge32” yePro Display XDR monitor; ngelixa i-Apple ingasebenzisi igama elithi MiniLED, imveliso ingena ngaphakathi kwenkcazo yethu. Nangona i-XDR, ixabisa kwi-4999 yeedola, ayithengisi ngemithamo ephezulu, ekuqaleni kuka-2021 iApple kulindeleke ukuba ikhuphe i-12.9 ″ iPad Pro ene-MiniLED backlight ene-10,384 ye-chips ze-LED. Iimveliso ezongezelelweyo ze-IT ezivela kwa-Asus, uDell kunye ne-Samsung ziya kuqhuba imiqulu ephezulu yale teknoloji.
I-DSCC ye- MiniLED Backlight Technology, iNgxelo kunye neNgxelo yoThutho inika uqikelelo lwethu olupheleleyo lweminyaka emi-5 yokuthunyelwa kwe-MiniLED ngokusetyenziswa, ukongeza kwiimodeli zeendleko zoyilo lwemveliso eyahlukeneyo kuluhlu lwesayizi yesikrini ukusuka kwi-6 "ukuya kwi-65" kunye nenkcazo epheleleyo yeMiniLED. itsheyini yonikezo. Silindele ukuba iintengiso zeMiniLED kuzo zonke izicelo zifike kwi-48 yezigidi zeeyunithi ngo-2025, kwaye amanani amakhulu aqala ngo-2021 ngokukhula kwe-Y/Y nge-17,800% (!), Kubandakanya i-4 yezigidi zeemveliso ze-IT (iimonitha, iincwadana kunye neetafile), ngaphezu kwe-4 oomabonakude abazizigidi, kunye nemiboniso yemoto eyi-200,000.
#6 Ngaphezulu kwe-2 yeebhiliyoni zoTyalo-mali kwi-OLED Microdisplays ye-AR/VR
Uwama-2020 ibingunyaka onomdla kwiVR. Ubhubhani unyanzelise abantu ukuba bahlale ekhaya ixesha elininzi kwaye abanye bagqibela ngokuthenga i-headset yabo yokuqala ye-VR ukuze bafumane uhlobo oluthile lokubaleka. I-headset ye-Facebook yamva nje efikelelekayo, i-Oculus Quest 2, ifumene uphononongo oluncomekayo kwaye ikhawuleze yaba sesona sixhobo sidumileyo seVR. Ngokungafaniyo nezixhobo zangaphambili, ezazineziboniso ze-OLED, i-Quest 2 yeza nephaneli ye-90Hz LCD enika isisombululo esiphezulu (1832 × 1920 ngeso ngalinye) kwaye yanciphisa kakhulu umphumo wesikrini. Ukuhlala kugqatso, iziboniso ze-OLED ziya kufuna ukubonelela nge-pixel densities> 1000 PPI kodwa iiphaneli zangoku ezenziwe nge-FMM zibonelela kuphela malunga ne-600 PPI.
I-MicroLED inikwe njengomgqatswa ofanelekileyo we-AR/VR kodwa itekhnoloji ayikavuthwanga ngokupheleleyo. Ngo-2021, siza kubona ukubonakaliswa kweeglasi ezihlakaniphile ezinezibonisi ze-microLED. Nangona kunjalo, siqikelela ukuba aziyi kufumaneka ukuthenga, okanye kuphela ngamanani amancinci.
Ii-headsets ezingakumbi ze-AR ngoku zisebenzisa ii-microdisplays ze-OLED (kwi-silicon backplanes) kwaye silindele ukuba imeko iya kuqhubeka. Abavelisi nabo bajolise kwi-VR. Kulo nyaka, ishishini liza kubonisa amanqanaba okukhanya ngaphezulu kwe-10,000 nits.
U-Sony uza kuqalisa ukuveliswa kobuninzi be-OLED microdisplays kwi-headset entsha ye-Apple kwisiqingatha sesibini sika-2021. Akukacaci okwangoku ukuba le ntloko iya kuba yi-AR okanye i-VR. Nangona kunjalo, olu luloyiso olukhulu lwe-OLED kwi-silicon backplanes. Abavelisi baseTshayina sele beqalile ukutyala imali kwiimpahla ezintsha ukuze silindele ukwanda okukhulu kwamandla. Inkxaso-mali evela e-China iya kukhuthaza utyalo-mali oluninzi ngo-2021. Njengoko imiqulu ye-AR / VR isephantsi, kukho umngcipheko wokuba oku kuya kudala ngokukhawuleza ukugqithisa.
I-TV ye-7 ye-MicroLED iya kuqala, kodwa iNtengiso yeYunithi iya kuGqiswa ngeSigqibo sayo (4K)
I-MicroLED inokuba yeyona teknoloji entsha inomdla yokubonisa ukubetha kwimarike ukususela kwi-OLED, kwaye siya kubona iiTV zokuqala ezenzelwe ukusetyenziswa kwabathengi ngo-2021. Abathengi abathenga i-TV yokuqala ye-MicroLED, nangona kunjalo, abayi kuba ngummeli wendlu eqhelekileyo. Nabani na onokukwazi ukufumana isixa samanani amathandathu eMicroLED kusenokwenzeka ukuba unengeniso kumanani asixhenxe (US$) okanye ngaphezulu.
I-Samsung ithembise ukuphuhlisa nokwazisa i-MicroLED ukususela ekuboniseni i-75 "imodeli kwinkomfa ye-IFA kwi-2018. Nangona i-brand ye-TV ethengisa kakhulu iminyaka elishumi elinesihlanu, i-Samsung yabanjwa emva kwejika xa i-LG ikwazi ukwenza i-OLED TV kunye ne-Samsung's. iinzame zobungakanani obukhulu be-OLED aziphumelelanga. Ngelixa abaphathi bezentengiso be-Samsung benokuxoxa ngenye indlela, ngezizathu ezithile ezivezwa sisabelo sayo semarike, uninzi lweevidiyo ezikwisiphelo esiphezulu zijonga umgangatho wemifanekiso ye-OLED TV njengowona uphezulu kunoko kunokubonelela ngetekhnoloji yeLCD. Ke iminyaka i-Samsung inengxaki kwindawo ephezulu yentengiso, njengoko inombolo yokuqala ingenayo iTV enomgangatho wemifanekiso ogqwesileyo.
I-TV ye-MicroLED imele impendulo yokugqibela ye-Samsung Visual Display kwi-OLED. Inokuhambelana nobona bumnyama bunzulu be-OLED, kwaye ibonelele ngokuqaqamba okuncomekayo kwencopho. Phantse kuyo yonke impawu yomgangatho wemifanekiso, iMicroLED imele itekhnoloji yokubonisa egqibeleleyo. Ingxaki kuphela lixabiso.
Ixabiso lokuqala le-Samsung's 110” MicroLED TV ekusungulweni kwayo eKorea iya kuba yi-KRW 170 yezigidi, okanye malunga ne-153,000 yeedola. Silindele ukuba i-Samsung iya kubonelela ngeemodeli ezintathu - 88 ", 99" kunye ne-110" - kwaye ngaphambi kokuphela kuka-2021 imodeli yexabiso eliphantsi iya kunikezelwa ngaphantsi kwe-100,000 yeedola. Nangona kunjalo, oku kukude kakhulu ekufikeleleni kubathengi bemihla ngemihla ukuba intengiso iya kuthintelwa kwelona qhekeza lincinci le-250 yezigidi-kunye nemarike yeTV.
Bendikhangela inani elincinci ngokufanelekileyo ukuthelekisa intengiso ye-MicroLED TV, kodwa uqikelelo olungentla lugqithise ukuthunyelwa kwethu okulindelekileyo ngesine. Silindele ukuba iintengiso ze-MicroLED TV zibe ngaphantsi kweeyunithi ze-1000 ngo-2021.
#8 Ukwandiswa koMmandla weLCD oNtsha
Umjikelo wamva nje wekristale ubungenalusini kubenzi beLCD. I-wave ye-Gen 10.5 yokwandiswa kwamandla ukusuka kwi-2018-2020 izise iminyaka emithathu elandelelanayo yokwandiswa komthamo ophindwe kabini, okukhokelela ekugqithiseni kakhulu. Njengoko kubonisiwe kwitshathi yexabiso lepaneli yeTV apha ngasentla, amaxabiso ephaneli awela ngaphezulu kwe-50% kwisithuba nje esingaphezu kweminyaka emibini ukusuka phakathi kwe-2017 ukuya kwi-Q4 2019 ukufikelela kwixesha eliphantsi.
Ixabiso liyehla likhokelele kwilahleko emandla yokusebenza kubenzi be-LCD, ubuncinci abo bangaphandle kweTshayina. I-AUO kunye ne-LGD zibhukishe iikota ezintandathu ezilandelelanayo zokulahleka kwenetha ukusuka kwi-Q1 2019 ukuya kwi-Q2 2020, kwaye i-Innolux ilahlekelwe yimali kwezo zintandathu kunye ne-Q4 2018.
Ekuqaleni kuka-2020, kwabonakala ngathi i-LCD "yayiyiteknoloji endala", kwaye ngelixa utyalo-mali oluncinci lokwandisa amandla lucwangcisiwe e-China, utyalo-mali olutsha lwayeka emva ko-2021. beberhoxa kwi-LCD ukugxila kwi-OLED. Utyalo-mali e-China lugxile kakhulu kwi-OLED.
Ngo-2020, kuye kwacaca ngakumbi ukuba olu vavanyo lwalungaphambi kwexesha, kwaye i-LCD inobomi obuninzi obushiyekileyo. Imfuno enamandla ikhokelele ekunyukeni kwamaxabiso ephaneli, okuphucule kakhulu inzuzo yabenzi beLCD. Ngaphaya koko, imizabalazo ye-LGD yokuvelisa ii-OLED zayo eziMhlophe eGuangzhou, kunye nemizabalazo yabenzi bephaneli abaninzi ngokunyusa izivuno kwiipaneli ze-smartphone ze-OLED, bakhumbuze ishishini ukuba i-OLED kunzima ukuyenza kwaye ixabiso eliphezulu kakhulu kuneLCD. Okokugqibela, ukuvela kobuchwephesha be-MiniLED backlight bubonelele ngetekhnoloji yeLCD ebambeleyo kunye nentshatsheli yokusebenza ukucela umngeni kwi-OLED.
AmaKorea ngoku aguqule, okanye ubuncinane ukulibaziseka, isigqibo sabo sokuvala i-LCD, kwaye oku kuya kunceda ukugcina ukubonelela / ukufunwa kwibhalansi ye-2021, emva kokuba ukungabikho kweglasi ye-Q1 kuncitshiswe. Nangona kunjalo, ukongezwa komthamo we-OLED kuyasilela kwi- ~ 5% ngonyaka ukukhula kwendawo kwimfuno esiyilindeleyo, kwaye i-LCD iya kuba kubonelelo oluqina ngakumbi ngaphandle kokuba umthamo omtsha wongezwa.
Siye sabona inqanaba lokuqala lalo jiko lulandelayo lomjikelo wekristale kunye nesibhengezo se-CSOT sokuba iya kwakha i-T9 LCD fab phambi kwe-T8 OLED fab yayo (jonga ibali elahlukileyo kulo mba). Lindela ukubona ezinye iintshukumo ezinjalo, yi-BOE kwaye mhlawumbi nangabenzi bephaneli baseTaiwan ngaphambi kokuba unyaka uphele.
#9 Akukho I-Emitter ye-OLED eBlue eyamkelekileyo ngokuRhweba ngo-2021
Ndiqale olu qikelelo ngo-2019, kwaye bendilungile iminyaka emibini, kwaye ndilindele ukuyenza ibe mithathu.
I-emitter ye-OLED eluhlaza okwesibhakabhaka iya kuba lukhuthazo olukhulu kuyo yonke imboni ye-OLED, kodwa ngakumbi kwinkampani eyiphuhlisayo. Ababini abagqatswa abaphambili kule nto yi-Universal Display Corporation, ezama ukuphuhlisa i-phosphorescent blue emitter, kunye ne-Cynora, esebenza kwizinto ze-Thermally Activated Delayed Fluorescent (TADF). I-Kyulux esekwe eJapan kunye ne-China-based Summer Sprout nazo zijolise kwi-emitter eluhlaza okwesibhakabhaka.
Izinto ze-UDC ezibomvu neziluhlaza ezikhuphayo zivumela umbala obalaseleyo kunye nexesha lokuphila ngempumelelo ephezulu, kuba i-phosphorescence ivumela i-100% yangaphakathi yokuphumelela komthamo, ngelixa itekhnoloji yangaphambili, i-fluorescence, ivumela kuphela i-25% ye-quantum yangaphakathi esebenzayo. Ngenxa yokuba iblue blue ingasebenzi kakuhle, kwiiphaneli zeTV zeOLED eziMhlophe i-LGD idinga iileya ezimbini eziluhlaza okwesibhakabhaka, kwaye kwiselula i-OLED i-Samsung ilungelelanisa iipikseli zayo kunye ne-pixel eluhlaza okwesibhakabhaka enkulu kakhulu kunobomvu okanye eluhlaza.
I-blue blue esebenzayo ngakumbi iya kuvumela i-LGD ukuba ikwazi ukuya kumaleko aluhlaza okwesibhakabhaka, kwaye i-Samsung iphinda ilinganise iipikseli zayo, kuzo zombini iimeko ziphucula kungekuphela amandla okusebenza kodwa kunye nokusebenza kokukhanya. Ubuluhlaza obusebenza ngakumbi bunokubamba isithembiso esikhulu ngakumbi setekhnoloji ye-QD-OLED ye-Samsung, exhomekeke kwi-OLED eluhlaza okwesibhakabhaka ukwenza konke ukukhanya kwisibonisi. Isamsung iya kusebenzisa iileyiti ezintathu zokukhupha i-QD-OLED, ke ukuphuculwa kombala oluhlaza kuya kubonelela ngophuculo olukhulu kwiindleko kunye nokusebenza.
I-UDC ineminyaka isebenza ekuphuhliseni i-phosphorescent blue emitter, kodwa ikota nganye inkampani isebenzisa ulwimi olufanayo kwi-call yayo yemivuzo malunga ne-phosphorescent blue: "Siyaqhubeka nokwenza inkqubela phambili kumsebenzi wethu oqhubekayo wophuhliso lwenkqubo yethu yokuthengisa i-phosphorescent blue emissive." I-Cynora inxalenye yayo ichaze inkqubela phambili yayo ekufezekiseni iinjongo ezintathu zokusebenza kakuhle, indawo yombala, kunye nexesha lokuphila, kodwa loo nkqubela ibonakala iphelile ukususela ngo-2018, kwaye i-Cynora iye yatshintsha indlela yayo yexesha elifutshane kwi-blue fluorescent eluhlaza kunye ne-TADF eluhlaza. .
Imathiriyeli esebenzayo ye-OLED eluhlaza inokuthi yenzeke, kwaye xa isenza iyakukhawulezisa ukukhula komzi-mveliso we-OLED, kodwa ungayilindeli ngo-2021.
#10 Abenzi bePaneli baseTaiwan baya kuba noNyaka wabo oMnandi kwisithuba esingaphezu kweshumi leminyaka
Abenzi bephaneli ababini abakhulu baseTaiwan, i-AUO kunye ne-Innolux, baqhube kakuhle kakhulu ngo-2020. Ekuqaleni konyaka, zombini iinkampani zazikwingxaki enkulu. Zombini iinkampani zazisemva kakhulu kwitekhnoloji ye-OLED, zinethemba elincinci lokukhuphisana namaKorea, kwaye azikwazanga ukuhambelana nesakhiwo seendleko zabo bakhuphisana nabo baseTshayina iBOE kunye neCSOT. Njengoko i-LCD ibonakala ngathi "iteknoloji endala", njengoko kuchazwe ngasentla, ezi nkampani zibonakala zingenamsebenzi.
Ngelixa iTaiwan inokuba iphose isikhephe kwi-OLED, liziko lokugqwesa kwitekhnoloji ye-MiniLED, kwaye oku kunye nethemba elivuselelweyo le-LCD liphucule kakhulu ithemba lazo zombini iinkampani. Zombini iinkampani ziya kuqhubeka nokuxhamla kumxube wazo weemveliso ezahlukeneyo-zombini zigqwesa kwiipaneli ze-IT ekulindeleke ukuba ziqhubeke nokubona imfuno eyomeleleyo, kwaye zombini zinezabelo ezomeleleyo kwimiboniso yemoto ekufuneka ibuyiselwe kunyaka ophantsi ngo-2020.
Unyaka ongcono kakhulu wokufumana inzuzo kwiminyaka elishumi edlulileyo kwezi nkampani yayiyincopho yokugqibela yomjikelo wekristale kwi-2017. I-AUO ifumene inzuzo ye-TWD 30.3 yezigidigidi (i-US $ 992 yezigidi) kunye ne-9% ye-net margin, ngelixa i-Innolux ifumene i-TWD 37 billion. (i-1.2 yeebhiliyoni zeedola) kunye ne-11% ye-net margin. Ngemfuno eyomeleleyo exhasa amaxabiso ephaneli aphezulu kunye nolwakhiwo lweendleko ezinqabileyo, ezi nkampani zimbini zinokugqitha kula manqanaba ngo-2021.
Ixesha lokuposa: Aug-12-2021