Ukuqala ngo-2021, ngizoqhubeka nesiko elaqalwa eminyakeni emibili edlule yokubeka izibikezelo ezithile zonyaka. Ngixhumane nozakwethu be-DSCC ngazo zombili izihloko engithakaselayo kanye nezibikezelo futhi ngathola iminikelo evela kuRoss noGuillaume, kodwa le kholamu ngibhalela eyami i-akhawunti, futhi abafundi akufanele bacabange ukuthi noma ubani omunye e-DSCC unemibono efanayo.
Nakuba ngizibale lezi zibikezelo, izinombolo ngezereferensi kuphela; azikho ngohlobo oluthile.
#1 - Cease-Fire but No Peace Treaty e-US-China Trade War; I-Trump Tariffs Hlala endaweni
Impi yezohwebo neChina yayingezinye zezinhlelo zokusayina ze-Trump Administration, eqala ngochungechunge lwezindleko zokukhomba ukungeniswa kwe-US kwemikhiqizo yaseShayina. Ngonyaka odlule, uTrump wasayina isivumelwano sokuqala “seSigaba soku-1” ebesihloselwe ukuhlahla indlela yesivumelwano esibanzi phakathi kwalawa mazwe womabili. Kusukela lapho, lolu bhubhane lukhuphule umnotho emhlabeni wonke futhi lwaphazamisa ukuhwebelana komhlaba, kepha insalela yokuhweba yaseChina ne-US inkulu kunangaphambili. Abaphathi bakaTrump basusa ukugxila kwabo ezindlekweni kuya ekujezisweni ngo-2020, bashaya iHuawei ngezingqinamba ezikhubaze ibhizinisi layo lama-smartphone futhi okuholele ekutheni ilahle uhlobo lwayo lwe-Honor.
Yize sizobona ukuphela kobumongameli bakaTrump ngoJanuwari, silindele ukuthi i-Biden Administration izogcina ingqikithi, uma kungeyona ithoni, yezinqubomgomo zikaTrump ngeChina. Imizwa emelene neChina e-US ibonakala iyivelakancane yesivumelwano se-bipartisan kuCongress, futhi ukusekelwa komugqa onzima eChina kuhlala kuqinile. Yize uBiden engeke akwazi ukuphishekela amanani amasha futhi engase enqabe ukwandisa uhlu lwezinkampani zaseChina eziqondiswe unswinyo, futhi ngeke akwazi ukuzikhulula ezinyathelweni ezabekwa nguTrump, okungenani hhayi onyakeni wakhe wokuqala ehhovisi.
Ngaphakathi kwemikhiqizo yokugcina yemboni, ama-TV kuphela athintwe intela yokujezisa kaTrump. Inani lentengo lokuqala lika-15% ekuthengisweni kwe-TV yase-China eliphuma ngaphandle ngoSepthemba 2019 lehlisiwe lafika ku-7.5% esivumelwaneni seSigaba soku-1, kodwa leyo ntela isasebenza, futhi yengeza ku-3.9% yentela yokuthengwa kwe-TV evela kwamanye amazwe amaningi. I-Mexico, ngaphansi kwesivumelwano se-USMCA esathatha indawo ye-NAFTA, ingathekelisa ama-TV ngaphandle kwentela, futhi amanani entengo kaTrump asiza i-Mexico ukuthi ibuyise isabelo sayo sebhizinisi le-TV ngo-2020. Le phethini izoqhubeka no-2021, futhi silindele ukuthi ukuthengwa kwe-TV kusuka e-China ngo-2021 izophinde yehliswe ukusuka kumazinga ka-2020.
I-US TV Ingenisa Ngezwe Neqembu Losayizi Wesikrini, Imali Engenayo, Q1 2018 kuya ku-Q3 2020
Ngenkathi uchungechunge lokuhlinzekwa kwama-TV lusuka e-China luye eMexico, amaketanga okuhlinzekwa kwama-PC, amaphilisi nabaqaphi ahlala elawulwa yiChina. Kuma-smartphones, isabelo sokungeniswa kwamanye amazwe esivela e-China sehlile, njengoba abenzi bezingcingo abambalwa, ikakhulukazi abakwaSamsung, beshintshele ukukhiqizwa okuthile eVietnam. I-India ibe umthombo osafufusa wama-smartphones angeniswe e-US. Lokhu kuqhela eShayina kungenzeka kuqhubeke ngo-2021 ngoba, ngaphezu kokukhathazeka ngempi yohwebo, abakhiqizi bafuna ukukhiqizwa kwezindleko eziphansi eVietnam naseNdiya njengoba umsebenzi ubiza kakhulu eChina elisogwini.
#2 AbakwaSamsung Bazothengisa Amaphaneli Agoqekayo nge-UTG Kweminye Imikhiqizo
Ekuqaleni kuka-2020, sabikezela ukuthi I-Ultra-Thin Glass (UTG) izobonakala njengekhava engcono kakhulu yezibonisi ezigoqekayo. Leso sibikezelo safinyelela umgomo, njengoba silinganisela ukuthi u-84% wamaphaneli efoni asongekayo asebenzisa i-UTG ngo-2020, kodwa wonke aphuma ohlotsheni olulodwa - i-Samsung. Ngokuhlehla kweHuawei emakethe yama-smartphone kanye nemikhawulo yokunikezela kwamanye amamodeli asongekayo, abakwaSamsung bacishe baba namandla kuma-smartphones asongekayo ngo-2020.
Ngo-2021, silindele ukuthi ezinye izinhlobo zizojoyina iqembu le-UTG. I-Samsung Display iyabona ukuthi akusizi ngalutho ukuba nenkampani eyodwa ebusa imakethe egoqekayo njengoba kwenzeka ngo-2019 nango-2020. Ngenxa yalokho, i-Samsung Display izoqala ukunikeza amaphaneli agoqekayo nge-UTG kwamanye amakhasimende ngo-2021. Njengamanje silindele i-Oppo , Vivo, Xiaomi kanye ne-Google komunye nomunye unikeza okungenani imodeli eyodwa egoqekayo enamaphaneli e-Samsung Display UTG ngo-2021. Ngaphezu kwalokho, silindele ukuthi i-Xiaomi inikeze zonke izinhlobo ezi-3 zamafolda ngo-2021 - ukugoqa ngaphandle, ukugoqa kanye ne-clamshell, nakuba kuphela amamodeli angu-2 okugcina azosebenzisa amaphaneli asuka ku-SDC.
#3 Izintengo Zephaneli Ye-LCD TV Zizohlala Ziphezulu Kunamazinga Ka-2020 Kuze kube Q4
Izintengo zephaneli ye-LCD TV zibe nonyaka we-roller-coaster ngo-2020, ngamaphoyinti amathathu e-inflection engxenyeni yokuqala kuphela elandelwa ukwanda okukhulu engxenyeni yesibili. Unyaka uqale ngezintengo zephaneli ezikhuphuka ngemuva kokuthi i-Samsung ne-LGD imemezele ukuthi izovala umthamo we-LCD ukuze ishintshele ku-OLED. Ngemuva kwalokho ubhubhane lwahlasela futhi lwaholela ekwehlweni kwamanani ethukile njengoba wonke umuntu esaba ukuwohloka komnotho emhlabeni wonke, kwaze kwaba sobala ukuthi ama-oda wokuhlala ekhaya kanye nokuvalwa kwezindlu kubangele ukwanda kwesidingo sama-TV. Amanani aqale ukukhuphuka ngoJuni, kancane kancane ekuqaleni abese enyuka ngesivinini ku-Q4 ukuqeda unyaka ngaphezu kwama-50%.
I-LCD TV Panel Price Index kanye ne-Y/Y Change, 2015-2021
Nakuba i-Q1 ngokuvamile ingaba ukuqala kokwehla kwesizini kwesidingo se-TV, asilindele ukuthi izintengo zephaneli zizokwehla ngenxa yokwesaba ukushoda kwengilazi okubangelwa ukuphela kukagesi kwa-NEG okuhambisana nezinkinga zengilazi ze-Gen 10.5 e-Corning. Nokho, ekupheleni kwe-Q1, ukunikezwa kwengilazi kuzobuyiselwa futhi ukuwa kwesizini kwesidingo entwasahlobo nasehlobo kuzoholela ekwehleni kwamanani ephaneli.
Ukwenyuka okukhulu kwamanani ephaneli ye-LCD TV kuholele i-SDC ne-LGD ukuthi iguqule izinhlelo zayo futhi yandise impilo yemigqa ye-LCD. Lezi zinkampani zenza isinqumo esiphusile sokuthi kufanele ziqhubeke nokusebenzisa imigqa engenisa imali, kepha umcabango wokuvala uzohlala ulenga embonini. Yize amanani azokwehla, azohlala engaphezulu kwamazinga ka-2020 ehlobo futhi amanani ephaneli kungenzeka azinze engxenyeni yesi-2 ka-2021 emazingeni aphezulu kakhulu kunokwehla kwawo kwesikhathi sonke kwe-Q2 2020.
#4 Imakethe Yethelevishini Yomhlaba Wonke Izokwehla ngo-2021
Singase singakwazi ukwahlulela ukuthi lesi sibikezelo silungile yini phakathi no-2021, njengoba idatha ye-Q4 2021 ngeke itholakale kuze kube sekuqaleni kuka-2022, kodwa ngicabanga ukuthi kungenzeka kucace ngokusekelwe kudatha ye-Q1-Q3 ukuthi u-2021 uzoba unyaka ophansi. okweTV.
Izinombolo ze-Y/Y ze-TV kungenzeka ziqale unyaka ohlangothini oluhle, njengoba ukuthunyelwa kwe-TV engxenyeni yokuqala ka-2020 kulinyazwa yizingqinamba ezibangelwa yilolu bhubhane bese kuba novalo lokuwa kwesidingo. Singalindela ukuthi ukuthunyelwa kwe-Q1 okungenani kufinyelele kumazinga ka-2019 futhi okungenzeka kube phezulu njengoba isidingo esiqhutshwa ubhubhane sihlala siphezulu, ngakho-ke ukukhuphuka okuphindwe kabili kwe-Y/Y engxenyeni yokuqala cishe kuqinisekisiwe.
Ukuthunyelwa kwe-Global TV kwemikhiqizo eyi-15 ephezulu ngekota, 2017-2020
Lesi sibikezelo sonyaka wonke ka-2021 sisekelwe ethembeni elinethemba lokuthi imigomo izoqeda lo bhubhane. Imithi yokugoma kufanele iqale ukusatshalaliswa kabanzi eNyakatho Melika naseNtshonalanga Yurophu ngesikhathi esifanele ukuze isimo sezulu esifudumele sivumele abantu ukuba baphumele ngaphandle. Ngemva kokuhlanganiswa isikhathi esingaphezu konyaka, abathengi emazweni athuthukile bazobe bemagange ukujabulela inkululeko eyengeziwe, futhi njengoba abathengi abaningi bewathuthukisile ama-TV abo ngo-2020, ngeke badinge okunye ukuthuthukiswa. Ngakho-ke ngekota yesibili kufanele kucace ukuthi lezi zimakethe ezithuthukisiwe zizobonisa ukwehla kwe-Y/Y.
Ngenkathi isidingo sikamabonakude senyuke ezimakethe ezithuthukile ngesikhathi sodlame, isidingo kwezomnotho esafufusa sizwela kakhulu kumnotho omkhulu, futhi ukwehla komnotho kubangele ukwehla kwesidingo se-TV kulezo zifunda. Ngoba silindele ukukhishwa kwemithi yokugoma ukuthi kuhamba kancane eningizimu yomhlaba, asilindele ukusimama komnotho kulezo zifunda kuze kube ngu-2022, ngakho isidingo se-TV cishe ngeke sibe ngcono.
Phezu kwemiphumela yomnotho omkhulu kanye nobhubhane, amanani aphezulu ephaneli ye-LCD TV azosebenza njengesivunguvungu emakethe ye-TV ngo-2021. Abenzi be-TV bajabulele inzuzo yokuqopha ngo-Q3 2020 ngokususelwa kumanani aphansi wephaneli ye-Q2 kanye nesidingo esinamandla, kepha amanani aphezulu azocindezela. inzuzo yabo kanye nesabelomali sokumaketha futhi izovimbela abenzi be-TV ekusebenziseni amasu anamandla entengo akhuthaza ukufunwa.
Ngingaphawula ukuthi lesi sibikezelo asenziwa yibo bonke kwa-DSCC; Isibikezelo senkampani yethu sifuna ukuthi imakethe ye-TV inyuke ngo-0.5% kancane ngo-2021. Ngokwami, ngizizwa ngingenathemba ngokwengeziwe ngezimakethe ezikhulayo.
#5 Amadivayisi angaphezu kwezigidi eziyi-8 ane-MiniLED Azothengiswa ngo-2021
Silindele ukuthi u-2021 kuzoba unyaka wokuqalisa kubuchwepheshe be-MiniLED njengoba yethulwa ezinhlelweni eziningi futhi bubhekana ngqo nobuchwepheshe be-OLED.
I-MiniLED iqukethe ama-chips e-LED amaningi ngokuvamile asukela ku-50 kuye ku-300µm ngosayizi, nakuba incazelo yemboni ye-MiniLED ingakasungulwa. Ama-MiniLED ashintsha ama-LED avamile kumalambu angemuva futhi asetshenziswa ekufiphaleni kwasendaweni esikhundleni sokucushwa kokukhanyisa onqenqemeni.
I-TCL ibiyingqalabutho kuma-MiniLED TVs. I-TCL yathumela ama-LCD okuqala omhlaba ane-MiniLED backlight, 8-Series, ngo-2019, futhi yandisa ububanzi bawo ngochungechunge lwamanani aphansi angu-6 ngo-2020, kanye nokwethula i-Vidrian MiniLED backlight TV yayo ene-matrix backplane esebenzayo ku-8-Series yabo. . Ukuthengiswa kwalo mkhiqizo bekunokuvilapha, njengoba i-TCL ingazange isungule isithombe somkhiqizo esisezingeni eliphezulu, kodwa ngo-2021 sizobona ubuchwepheshe obumukelwe ezinye izinhlobo ze-TV ezihamba phambili. AbakwaSamsung basungule umgomo wokuthengisa wezigidi ezimbili zama-MiniLED TVs ngo-2021, futhi i-LG izokwethula i-MiniLED TV yayo yokuqala embukisweni we-CES ngoJanuwari (bona indaba ehlukene kulolu daba).
Esizindeni se-IT, i-Apple iwine Umklomelo Wokubonisa Wonyaka Ka-2020 kwa-SID ngemonitha yayo engu-32” Pro Display XDR; kuyilapho i-Apple ingasebenzisi igama elithi MiniLED, umkhiqizo ulingana nencazelo yethu. Yize i-XDR, enenani elingu-$4999, ingathengisi ngamavolumu aphezulu, ekuqaleni kuka-2021 i-Apple kulindeleke ukuthi ikhiphe i-12.9″ iPad Pro ene-MiniLED backlight enama-chips angu-10,384 e-LED. Imikhiqizo ye-IT eyengeziwe evela kwa-Asus, Dell kanye ne-Samsung izoshayela amavolumu aphezulu alobu buchwepheshe.
Umbiko we- MiniLED Backlight Technology, Izindleko kanye Nokuthunyelwa kwe-DSCC unikeza isibikezelo sethu esiphelele seminyaka engu-5 sokuthunyelwa kwe-MiniLED ngokufaka isicelo, ngaphezu kwamamodeli wezindleko zezakhiwo ezihlukahlukene zemikhiqizo ehlukahlukene yosayizi besikrini kusukela ku-6” kuya ku-65” kanye nencazelo egcwele ye-MiniLED. uchungechunge lokuhlinzeka. Silindele ukuthengiswa kwe-MiniLED kuzo zonke izinhlelo zokusebenza ukuthi kufinyelele ezigidini ezingama-48 ngo-2025, futhi izinombolo ezinkulu ziqala ngo-2021 ngokukhula kwe-Y/Y ngo-17,800% (!), okuhlanganisa nemikhiqizo ye-IT eyizigidi ezi-4 (abaqaphi, izincwadi zokubhalela kanye namathebulethi), engaphezu kuka-4 ama-TV ayizigidi, kanye nezibonisi zezimoto ezingu-200,000.
#6 Ngaphezulu kuka-$2 Wezigidigidi Zotshalomali Kuma-OLED Microdisplays we-AR/VR
Unyaka ka-2020 bekuwunyaka onentshisekelo kuwo ku-VR. Lo bhubhane uphoqe abantu ukuthi bahlale ekhaya isikhathi esiningi kanti abanye bagcina bethenge ihedisethi yabo yokuqala ye-VR ukuze bathole uhlobo oluthile lokubaleka. Ihedisethi yakamuva ye-Facebook ethengekayo, i-Oculus Quest 2, ithole ukubuyekezwa okuhle kakhulu futhi isiphenduke idivayisi ye-VR ethandwa kakhulu ngokushesha. Ngokungafani namadivayisi adlule, abenezibonisi ze-OLED, i-Quest 2 yeza nephaneli ye-LCD engu-90Hz enikeza ukulungiswa okuphezulu (1832 × 1920 ngeso ngalinye) futhi yehlisa kakhulu umphumela womnyango wesikrini. Ukuze uhlale emjahweni, izibonisi ze-OLED kuzodingeka zinikeze ukuminyana kwe-pixel >1000 PPI kodwa amaphaneli amanje akhiqizwe nge-FMM anikela kuphela mayelana nama-PPI angu-600.
I-MicroLED yethulwa njengekhandidethi elifanele le-AR/VR kodwa ubuchwepheshe abukavuthwa ngokugcwele. Ngo-2021, sizobona ukuboniswa kwezibuko ezihlakaniphile ezinezibonisi ze-microLED. Nokho, sibikezela ukuthi ngeke zitholakale ukuze zithengwe, noma ngamanani amancane kuphela.
Amahedisethi e-AR engeziwe manje asebenzisa ama-microdisplays e-OLED (kuma-silicon backplanes) futhi silindele ukuthi lo mkhuba uzoqhubeka. Abakhiqizi nabo baqondise ku-VR. Kulo nyaka, imboni izokhombisa amazinga okukhanya angaphezu kuka-10,000 nits.
U-Sony kubikwa ukuthi uzoqala ukukhiqizwa okukhulu kwama-microdisplays e-OLED kumahedisethi amasha e-Apple engxenyeni yesibili ka-2021. Akukacaci okwamanje ukuthi le headphones izoba eye-AR noma i-VR ngokuyinhloko. Kodwa-ke, lokhu kuwukuwina okukhulu kwe-OLED kuma-silicon backplanes. Abakhiqizi baseShayina sebeqalile ukutshala izimali ezinhlotsheni ezintsha ukuze silindele ukwanda okukhulu komthamo. Izibonelelo ezivela e-China cishe zizokhuthaza ukutshalwa kwezimali okwengeziwe ngo-2021. Njengoba imiqulu ye-AR/VR isephansi, kunengozi yokuthi lokhu kuzodala ukugcwala ngokweqile ngokushesha.
#7 I-MicroLED TV Izoqala, Kodwa Ukuthengiswa Kweyunithi Kuzokweqiwa Ngokulungiswa Kwayo (4K)
I-MicroLED ingase ibe ubuchwepheshe obusha bokubonisa obujabulisa kakhulu obufika emakethe kusukela ku-OLED, futhi sizobona ama-TV okuqala enzelwe ukusetshenziswa ngabathengi ngo-2021. Abathengi abathenga ama-TV okuqala e-MicroLED, ngeke bamele umndeni ovamile. Noma ubani ongakwazi ukukhokhela isamba sezibalo eziyisithupha ze-MicroLED cishe unemali engenayo ngezibalo eziyisikhombisa (US$) noma ngaphezulu.
AbakwaSamsung bathembise ukuthuthukisa nokwethula i-MicroLED kusukela ekuboniseni imodeli engu-75” engqungqutheleni ye-IFA ngo-2018. Nakuba sekuyiminyaka eyishumi nanhlanu i-TV brand edayisa kakhulu, i-Samsung yabanjwa ngemuva kwejika lapho i-LG ikwazi ukwenza i-OLED TV ne-Samsung's izimboni. imizamo yosayizi omkhulu we-OLED yehlulekile. Nakuba abaphathi bezentengiso bakwa-Samsung bengaphikisani ngenye indlela, ngokuziphendulela okuthile okunikezwa isabelo sayo semakethe, iningi lama-videophiles asezingeni eliphezulu libheka ikhwalithi yesithombe ye-OLED TV njengephakeme kunaleyo enganikezwa ubuchwepheshe be-LCD. Ngakho-ke iminyaka eminingi i-Samsung ibe nenkinga ekugcineni kwemakethe, njengoba uhlobo lokuqala lungenayo i-TV enekhwalithi yesithombe ehamba phambili.
I-MicroLED TV imele impendulo yokugcina ye-Samsung Visual Display ku-OLED. Ingafanisa nokujula kobumnyama be-OLED, futhi inikeze ukukhanya okungcono kakhulu. Cishe kuzo zonke izibaluli zekhwalithi yesithombe, i-MicroLED imele ubuchwepheshe bokubonisa obuphelele. Inkinga nje inani.
Intengo yokuqala ye-Samsung's 110” MicroLED TV lapho yethulwa eKorea izoba ngu-KRW 170 million, noma cishe u-$153,000. Silindele ukuthi abakwaSamsung bazonikela ngamamodeli angaba mathathu - 88”, 99” kanye no-110” - nokuthi ngaphambi kokuphela kuka-2021 imodeli enenani eliphansi izonikezwa ngaphansi kuka-$100,000. Noma kunjalo, lokhu kukude kakhulu nomthengi wansuku zonke ukuthi ukuthengiswa kuzokhawulelwa engxenyeni encane yemakethe ye-TV yezigidi ezingu-250-plus.
Bengicinga inombolo encane ngokufanelekile ukuze ngiqhathanise ukuthengiswa kwe-MicroLED TV, kodwa isibikezelo esingenhla sidlula ukuthunyelwa kwethu okulindelekile ngesici sesine. Silindele ukuthi ukuthengiswa kwe-MicroLED TV kube ngaphansi kwamayunithi ayi-1000 ngo-2021.
#8 Ukwandiswa Komthamo We-LCD Entsha
Umjikelezo wekristalu wakamuva ube luhlaza kubenzi be-LCD. Igagasi lokunwetshwa komthamo weGen 10.5 kusukela ngo-2018-2020 lilethe iminyaka emithathu elandelanayo yokunwetshwa kwamadijithi amabili, okuholela ekwandeni okukhulu. Njengoba kuboniswe eshadini lentengo lephaneli ye-TV ngenhla, izintengo zephaneli zehle ngaphezu kuka-50% esikhathini esingaphezudlwana nje kweminyaka emibili ukusuka maphakathi no-2017 kuya ku-Q4 2019 ukuze zifinyelele ukwehla kwezikhathi zonke.
Ukwehla kwentengo nakho kuholele ekulahlekelweni okukhulu kokusebenza kwabenzi be-LCD, okungenani labo abangaphandle kwaseChina. I-AUO ne-LGD zibhukhe izingxenye eziyisithupha ezilandelanayo zokulahlekelwa okuphelele kusukela ku-Q1 2019 kuya ku-Q2 2020, futhi i-Innolux ilahlekelwe yimali kulawo ayisithupha kanye ne-Q4 2018.
Ekuqaleni kuka-2020, kwabonakala sengathi i-LCD "yayingubuchwepheshe obudala", kanti ngenkathi ukutshalwa kwezimali okumbalwa kokukhulisa amandla kusahlelwa e-China, ukutshalwa kwezimali okusha kwamiswa ngemva kuka-2021. Abenzi bephaneli ababili baseKorea, abake balawula imboni ye-LCD, bamemezele ukuthi bebephuma ku-LCD ukuze bagxile ku-OLED. Ukutshalwa kwezimali e-China kugxile kakhulu ku-OLED.
Ngonyaka ka-2020, kwacaca ngokuqhubekayo ukuthi lokhu kuhlola kwakungakabi yisikhathi, futhi i-LCD inokuphila okuningi okusele. Isidingo esinamandla siholele ekwenyukeni kwamanani ephaneli, okuthuthukise kakhulu inzuzo yabenzi be-LCD. Ngaphezu kwalokho, imizabalazo ye-LGD yokukhiqiza ama-OLED ayo Amhlophe e-Guangzhou, kanye nemizabalazo eminingi yabenzi bamaphaneli ngokukhula kwesivuno kumaphaneli e-smartphone e-OLED, kukhumbuze imboni ukuthi i-OLED inzima ukuyenza futhi ibiza kakhulu kune-LCD. Ekugcineni, ukuvela kobuchwepheshe bokukhanya kwe-backlight be-MiniLED kunikeze ubuchwepheshe be-LCD obukhona ngompetha wokusebenza ukuze buphonsele inselelo i-OLED.
AmaKorea manje ahlehlisele emuva, noma okungenani abambezele, isinqumo sawo sokuvala i-LCD, futhi lokhu kuzosiza ukugcina ukunikezwa / ukufunwa kusezingeni lika-2021, ngemuva kokuncipha kwengilazi ye-Q1. Kodwa-ke, ukungezwa kwamandla e-OLED kuyasilela ku-~5% ngonyaka ukukhula kwendawo esilindelekile, futhi i-LCD izoba nokutholakala okuqinile ngokuya ngaphandle uma kwengezwe umthamo omusha.
Sibone isigaba sokuqala salokhu kuphenduka okulandelayo komjikelezo wekristalu ngesimemezelo se-CSOT sokuthi izokwakha indwangu ye-T9 LCD ngaphambi kwendwangu yayo ye-T8 OLED (bona indaba ehlukene kulolu daba). Lindela ukubona ukunyakaza okunjalo okwengeziwe, nge-BOE futhi ngokunokwenzeka ngisho nabenzi bephaneli baseTaiwan ngaphambi kokuthi unyaka uphele.
#9 Ayikho I-Emitter Esebenzayo Eluhlaza Eluhlaza Eyamukelekayo Eyamukelekayo Ngo-2021
Ngiqale lesi sibikezelo ngo-2019, futhi sengineminyaka emibili ngilungile, futhi ngilindele ukusenza sibe mithathu.
I-OLED emitter eluhlaza okwesibhakabhaka esebenza kahle ingaba umfutho omkhulu kuyo yonke imboni ye-OLED, kodwa ikakhulukazi enkampanini eyithuthukisayo. Amakhandidethi amabili ayinhloko alokhu yi-Universal Display Corporation, ezama ukuthuthukisa i-phosphorescent emitter eluhlaza okwesibhakabhaka, kanye ne-Cynora, esebenza ezintweni ezisetshenziswayo ze-Thermally Activated Delayed Fluorescent (TADF). I-Kyulux yase-Japan kanye ne-Summer Sprout ezinze e-China nazo ziqondise i-emitter eluhlaza okwesibhakabhaka esebenza kahle.
Izinto ze-Emitter ezibomvu neziluhlaza ze-UDC zivumela umbala omuhle kakhulu nokuphila kahle kakhulu, ngoba i-phosphorescence ivumela ukusebenza kahle kwe-quantum yangaphakathi engu-100%, kuyilapho ubuchwepheshe obandulele, i-fluorescence, ivumela kuphela u-25% wangaphakathi we-quantum ukusebenza kahle. Ngenxa yokuthi okuluhlaza okwesibhakabhaka kungasebenzi kahle kakhulu, kumaphaneli e-White OLED TV ye-LGD idinga izendlalelo ezimbili eziluhlaza okwesibhakabhaka, futhi kuselula i-OLED i-Samsung ihlela amaphikseli ayo nge-sub-pixel eluhlaza okwesibhakabhaka amakhulu kakhulu kunobomvu noma obuluhlaza.
Okuluhlaza okwesibhakabhaka okusebenza kahle kakhulu kungavumela i-LGD ukuthi ikwazi ukuya kungqimba olulodwa oluluhlaza okwesibhakabhaka, kanye ne-Samsung ukuze ilinganise kabusha amaphikseli ayo, kuzo zombili izimo ithuthukisa hhayi kuphela ukusebenza kahle kwamandla kodwa nokusebenza kokukhanya. Umbala oluhlaza okwesibhakabhaka osebenza kahle kakhudlwana ungabamba isithembiso esikhulu nakakhulu sobuchwepheshe be-QD-OLED be-Samsung, obuthembele ku-OLED eluhlaza okwesibhakabhaka ukudala konke ukukhanya kusibonisi. AbakwaSamsung bazosebenzisa izendlalelo ezintathu ze-emitter ze-QD-OLED, ngakho-ke ukuthuthukiswa kokuluhlaza okwesibhakabhaka kuzohlinzeka ngokuthuthuka okukhulu ezindlekweni nasekusebenzeni.
I-UDC isineminyaka isebenza ekwakheni i-phosphorescent emitter eluhlaza okwesibhakabhaka, kodwa ikota ngayinye inkampani isebenzisa ulimi olufanayo ekubizeni kwayo nge-phosphorescent blue: "siqhubeka nokwenza inqubekelaphambili enhle kakhulu emsebenzini wethu wokuthuthukisa oqhubekayo wohlelo lwethu lwezohwebo lwe-phosphorescent blue emissive." I-Cynora ngakolunye uhlangothi ichaze inqubekelaphambili yayo ekufinyeleleni izinhloso ezintathu zokusebenza kahle, iphuzu lombala, kanye nempilo yonke, kodwa leyo nqubekela phambili ibonakala imile kusukela ngo-2018, futhi uCynora useshintshe indlela yakhe yesikhashana ekuthuthukisweni okuhlaza okwesibhakabhaka kwe-fluorescent kanye ne-TADF eluhlaza. .
Into esebenza kahle kakhulu ye-OLED eluhlaza okwesibhakabhaka ingase yenzeke ekugcineni, futhi uma ikwenza izosheshisa ukukhula komkhakha we-OLED, kodwa ungalindeli ngo-2021.
#10 Abenzi Bephaneli BaseTaiwan Bazoba Nonyaka Wabo Ongcono Kakhulu Esikhathini Esingaphezu Kweshumi Leminyaka
Abenzi bephaneli ababili abakhulu abazinze e-Taiwan, i-AUO ne-Innolux, baqhube kahle kakhulu ngo-2020. Ekuqaleni konyaka, zombili izinkampani zazisebunzimeni obukhulu. Zombili izinkampani zazingemuva kakhulu kubuchwepheshe be-OLED, zinethemba elincane lokuncintisana namaKorea, futhi azikwazanga ukufanisa isakhiwo sezindleko zezimbangi zabo ezinkulu zaseShayina i-BOE ne-CSOT. Njengoba i-LCD ibonakala "iwubuchwepheshe obudala", njengoba kushiwo ngenhla, lezi zinkampani zibonakala zingenamsebenzi.
Nakuba i-Taiwan kungenzeka ukuthi iphuthelwe yisikebhe ku-OLED, iyisikhungo sokwenza kahle kubuchwepheshe be-MiniLED, futhi lokhu kanye namathemba avuselelwe e-LCD kuthuthukise kakhulu amathemba azo zombili izinkampani. Zombili izinkampani zizoqhubeka nokuhlomula ekuxubeni kwemikhiqizo yazo ehlukahlukene - zombili zihamba phambili kumaphaneli e-IT okulindeleke ukuthi aqhubeke nokubona isidingo esinamandla, futhi zombili zinezabelo eziqinile ezibukweni zezimoto okufanele zilulame onyakeni owehla ngo-2020.
Unyaka ongcono kakhulu wenzuzo kule minyaka eyishumi edlule yalezi zinkampani kwaba isiqongo sokugcina somjikelezo wekristalu ngo-2017. I-AUO ithole inzuzo ephelele ye-TWD 30.3 billion (US$992 million) nge-9% net margin, kuyilapho i-Innolux ithola i-TWD 37 billion. ($1.2 billion) nge-net 11%. Ngesidingo esinamandla esisekela amanani entengo ephezulu kanye nesakhiwo sezindleko eziphansi, lezi zinkampani ezimbili zingaweqa lawo mazinga ngo-2021.
Isikhathi sokuthumela: Aug-12-2021