Tus kab mob COVID-19 kis thoob qhov txhia chaw tau ua rau muaj kev lag luam rau kev lag luam curtilage vim nws ua rau lub ntiaj teb tawg, raws li Omdia tsab ntawv tshaj tawm tshiab.Ua tsaug rau txoj kev ua neej tshiab ntawm kev ua haujlwm hauv tsev thiab kev kawm hauv tsev, qhov kev thov rau lub laptops tau nce zuj zus txij li COVID-19 tshwm sim xyoo 2019. Rau cov tuam txhab tsim vaj huam sib luag, kuj tseem muaj cov phiaj xwm los txhawb nqa phau ntawv sau los ntawm 2020 kom tau raws li cov phiaj xwm txhua hli. nce hauv kev thov los ntawm cov neeg siv khoom lag luam PC.
Xyoo 2021, nyob rau hauv kev cuam tshuam ntawm LG Display ntawm Kaus Lim Qab Teb kom muaj peev xwm ntau lawm ntawm lub khoos phis tawj lub khoos phis tawj, thiab HKC Display ntawm Tuam Tshoj los pib tsim cov phau ntawv khoos phis tawj loj, cov phau ntawv sau vaj huam sib luag yuav loj hlob tshaj plaws hauv 8 tiam kab, thiab yuav ncav cuag qhov ntsuas ntawm 200,000 daim nyob rau ib hlis los ntawm qhov kawg ntawm 2021. Raws li HKC Display txuas ntxiv ua kom muaj peev xwm tsim tau txhua hli ntawm kab 8 thiab cov tuam txhab tsim khoom hauv Taiwan kuj npaj los qhia phau ntawv PC panels rau hauv kab 8, nws tau kwv yees tias hauv 2022 phau ntawv PC vaj huam sib luag muaj peev xwm tsim tau txuas ntxiv los ntawm 29% YoY nyob rau hauv kab 8, qeb duas ua ntej ntawm qhov muaj peev xwm loj hlob ntawm cov khoos phis tawj ntawm txhua tiam neeg.
Tsav los ntawm AUO thiab TCL, lub peev xwm tsim tau ntawm phau ntawv PC vaj huam sib luag raws li LTPS raws li 6 tiam kab yuav tsum tau nce mus ntxiv los ntawm 15% YoY hauv 2021. Qhov sib txawv, vim yog qhov me me ntawm cov kab tsim 5th tiam, tsis muaj kev nthuav dav ntxiv ntawm phau ntawv PC vaj huam sib luag, Tsuas yog Samsung Display yuav nquag tsim nws 5.5-tiam OLED phau ntawv sau rau xyoo tom ntej.
Tus thawj kws tshuaj ntsuam ntawm Omdia, Lin Xiaoru tau hais tias vaj huam sib luag cov tuam txhab npaj yuav nthuav cov phau ntawv PC ntau lawm, tom qab ib xyoos thiab ib nrab ntawm kev thov siab hauv PC davhlau ya nyob twg, qhov kev thov rau 11.6-nti panels, coj los ntawm Chromebooks, pib poob rau hauv nyob rau hauv nruab nrab ntawm lub xyoo no, uas zoo li tau tipped cua rau ib tug tom ntej hloov nyob rau hauv kev ua lag luam ntawm mov thiab thov.Nyob rau hauv tag nrho cov PC kev lag luam, lub choke point ntawm cov khoom tsis txaus yog concentrated nyob rau hauv lub downstream OEM kawg, tsis yog lub vaj huam sib luag kawg.Lub caij no, cov tuam txhab tsim vaj huam sib luag txuas ntxiv nthuav dav lub peev xwm tsim khoom ntawm cov khoos phis tawj khoos phis tawj, uas txhais tau hais tias qhov kev thov dav dav rau lub khoos phis tawj lub khoos phis tawj hauv 2022 yuav sim cov khoom siv thiab kev xav tau ntawm PC vaj huam sib luag yav tom ntej.
Post lub sij hawm: Aug-28-2021