Raws li Omdia's Large Display Panel Market Tracker - Lub Cuaj Hli 2021 Database, kev tshawb pom ua ntej rau lub quarter thib peb ntawm 2021 qhia tias kev xa khoom ntawm TFT LCDS loj muaj li 237 lab units thiab 56.8 lab square meters, raws li qhia hauv Cov Lus 1 thiab 2.
Cov cim kev xa khoom tau zoo li peb lub hlis twg ntawm peb lub hlis twg thiab qis dua xyoo dhau ib xyoo txawm tias muaj kev xav tau rau lub caij nyoog.Kev xa khoom ntawm 9-nti thiab cov ntsiav tshuaj loj dua thiab LCD TV panels poob qis hauv peb lub hlis twg.
Kev xa khoom ntawm cov khoom lag luam rau cov ntsiav tshuaj 9 ntiv tes lossis loj dua tau nqis 13 feem pua ntawm lub hli thiab 19 feem pua ntawm xyoo dhau los, thaum cov khoom xa tuaj tau poob 12 feem pua ntawm ib hlis thiab 18 feem pua ntawm xyoo dhau los.Nyob rau hauv cov nqe lus ntawm LCD TV zaub vaj huam sib luag, cov khoom xa tuaj tau poob 6 feem pua ntawm lub hli thiab 13 feem pua ntawm xyoo dhau los, thaum cov khoom xa tuaj tau poob 3 feem pua ntawm ib hlis thiab 8 feem pua ntawm xyoo dhau los.Hauv qhov sib piv, tseem muaj kev thov rau LCD vaj huam sib luag rau lub khoos phis tawj, nrog kev xa khoom nce 9% Q / Q thiab 16% Y / Y, thiab kev xa khoom los ntawm cheeb tsam nce 12% Q / Q thiab 16% Y / Y.
Kev xa khoom ntawm LCD desktop zaub vaj huam sib luag tsis zoo li cov laptops, Thaum nws cov chaw xa khoom thiab chaw xa khoom tau nce 8 feem pua thiab 12 feem pua, raws li, los ntawm lub hli dhau los, ob qho tib si kev xa khoom tseem poob xyoo dhau los.
Table 1: Kev Tshawb Fawb Ua Ntej ntawm TFT LCD Zaub Loj Loj hauv Q3 2021 (ntau txhiab)
Table 2: Kev Tshawb Fawb Txog Kev Tshawb Fawb Ua Ntej ntawm TFT LCD Chaw Muag Khoom Loj Loj hauv Q3 2021 (ntau txhiab square meters)
Kev poob qis hauv cov ntsiav tshuaj zaub vaj huam sib luag xa khoom yog loj heev vim qeeb cov neeg siv khoom xav tau.Cov neeg siv khoom xav tau cov ntsiav tshuaj rau kev lom zem thiab kev kawm tau txuas ntxiv muaj zog thaum muaj kev sib kis.Txawm li cas los xij, tsis ntev los no kev thov tsis muaj zog vim tias cov neeg siv khoom feem ntau twb yuav cov ntsiav tshuaj.Kev lag luam xav tau rau cov ntsiav tshuaj, thaum nce, tseem qis dua qhov kev thov rau lub laptops.
Hloov chaw, qhov kev thov rau cov duab vaj huam sib luag rau cov khoos phis tawj tseem muaj zog, vim tias kev lag luam xav tau rau lub laptops siab npaum li ntau lub tuam txhab saib los hloov desktops nrog laptops.Txawm li cas los xij, cov neeg siv khoom xav tau rau lub laptop terminals tau poob qis me ntsis.Kev xa khoom ntawm lub laptop zaub vaj huam sib luag kuj tau pom ob tus lej hauv peb lub hlis twg thiab xyoo dhau ib xyoo kev loj hlob nyob rau hauv peb lub hlis twg ntawm 2021. Qhov no yog ua tsaug rau kev lag luam ntau ntxiv rau cov laptops, uas muaj ntau qhov ntau thiab tsawg 14 ntiv tes thiab siab dua.Kev lag luam xav tau offsets qhov poob ntawm cov neeg siv khoom xav tau (tshwj xeeb tshaj yog rau cov menyuam kawm ntawv hauv tsev), uas yog tsom rau ntawm cov ntxaij vab tshaus me zoo li 11.6-nti Chromebook.
LCD desktop zaub vaj huam sib luag xa khoom thiab cheeb tsam txuas ntxiv mus txuas ntxiv, tab sis poob xyoo-rau-xyoo.Raws li nrog lub laptop zaub vaj huam sib luag, cov neeg siv khoom xav tau rau LCD desktop cov duab vaj huam sib luag tau poob qis thaum kev lag luam xav tau nce.Feem ntau, kev lag luam xav tau muaj zog dua li cov neeg siv khoom xav tau rau cov duab duab.Txawm hais tias thaum muaj kev sib kis thoob ntiaj teb, cov neeg siv khoom xav tau rau cov duab duab muaj zog rau kev lom zem hauv tsev, ua haujlwm hauv tsev thiab kawm hauv tsev.
Txawm li cas los xij, cov khoos phis tawj tau hloov cov duab thiab cov duab saib xyuas ntau ntxiv.Tsis zoo li lub laptop zaub vaj huam sib luag, kev lag luam yuav tsum txwv qhov loj txav ntawm cov duab duab.Cov neeg siv khoom lag luam rau cov khoom lag luam tau txhawb nqa kev xa khoom ntawm cov khoom loj loj (27 ntiv tes lossis ntau dua) thiab cov khoom ua si siab kawg.Txawm li cas los xij, kev lag luam lag luam xav tau pheej yig, qis-kawg saib nrog lub vijtsam loj ntawm 19 thiab 24 ntiv tes.
Cov khoom xa tuaj kom muaj nuj nqis ntawm LCDTV vaj huam sib luag tau tshwm sim nyob rau hauv chav tsev thiab cheeb tsam ib ntus thiab poob rau xyoo.Thaum lub sijhawm muaj kev sib kis, tus nqi ntawm LCD TV zaub vaj huam sib luag tau nce siab, thiab tom qab ntawd nce tus nqi ntawm LCD TVS.Txawm li cas los xij, cov neeg siv khoom txuas ntxiv mus yuav LCD TVS vim tias muaj kev xav tau thiab rub tawm, tshwj xeeb tshaj yog nyob rau hauv cheeb tsam tsim.Vim tias qhov tsis txaus ntawm cov khoom tseem ceeb rau TVs thiab cov khoom vaj huam sib luag thiab kev xa khoom thoob ntiaj teb qeeb, cov khw muag khoom thiab cov khoom lag luam nrhiav cov khoom muag.Txawm li cas los xij, LCD vaj huam sib luag cov neeg yuav khoom txiav rov qab rau cov khoom vaj huam sib luag hauv lub quarter thib peb ntawm 2021, tso tus nqi siab rau cov khoom vaj huam sib luag raws li kev thov rau LCD TVS hauv kev ua lag luam kawg maj mam poob qis.Yog li ntawd, cov chaw tsim khoom vaj huam sib luag tau pib txo lawv cov LCD TV cog siv nyob rau nruab nrab ntawm lub quarter thib peb.LCD TV vaj huam sib luag nqi pib poob dawb nyob rau hauv lub quarter thib peb thiab tseem yuav poob mus rau lub quarter thib plaub.
Raws li LCD TV vaj huam sib luag nqi poob thiab loj-loj TFT LCD xa khoom poob qis, Nws cov nyiaj tau los poob 1% hauv peb lub hlis twg ntawm 2021, txawm tias nws tseem nce 24% xyoo dhau los.Cov tuam txhab tsim vaj huam sib luag pom tau tias nyiam cov nqi vaj huam sib luag ntau dua kom txog rau thaum lub quarter thib ob ntawm 2021, ntau tshaj li ib xyoos tom qab muaj kev sib kis.Txawm li cas los xij, pib hauv lub quarter thib peb, raws li cov khw muag khoom thiab cov khoom lag luam ua tiav lawv cov khoom muag, lawv tau ntsib cov nqi pheej yig vim tias qhov kawg ntawm kev lag luam xav tau qeeb.Thaum LCD TV zaub vaj huam sib luag nqi pib erode, LCD desktop zaub vaj huam sib luag nqi yuav sai sai no.
Hauv lub quarter thib peb ntawm 2021, cov neeg muag khoom hauv Suav teb suav nrog qhov loj tshaj plaws ntawm cov khoom xa tuaj thiab thaj chaw xa khoom, 49% thiab 57% raws li.
Raws li tau pom nyob rau hauv Table 1 hauv qab no, cov neeg muag khoom hauv Suav teb suav nrog qhov loj tshaj plaws ntawm TFT LCD xa khoom hauv peb lub hlis twg.BOE coj lub pob nrog 32 feem pua, tom qab ntawd Innolux nrog 16 feem pua thiab AU Optronics nrog 13 feem pua.Zaub vaj huam sib luag tsim nyob rau hauv Tuam Tshoj Mainland suav rau 49% ntawm loj-loj TFT LCD xa khoom, raws li Taiwan nrog 31%.South Kauslim cov neeg tsim khoom vaj huam sib luag tau nthuav dav lawv cov TFT LCD ntau lawm, tab sis khaws cia 14 feem pua hauv peb lub hlis twg.Hauv cheeb tsam loj TFT LCD zaub xa tuaj, BOE kuj muaj feem ntau tshaj plaws hauv peb lub hlis twg, ntawm 27 feem pua, tom qab ntawd los ntawm CSOT nrog 16 feem pua thiab LG Display nrog 11 feem pua.Cov neeg tsim khoom lag luam hauv Suav teb suav txog 57 feem pua ntawm cov khoom xa tuaj loj TFT LCD, ua raws li Taiwan nrog 22 feem pua thiab Kaus Lim Qab Teb nrog 13 feem pua.
Loj-loj OLED zaub vaj huam sib luag xa khoom txuas ntxiv kom muaj kev loj hlob ob tus lej
Raws li Omdia qhov kev ntsuam xyuas ua ntej rau lub quarter thib peb ntawm 2021, kev xa khoom ntawm OLEDs loj hlob los ntawm ob tus lej ob xyoos ib zaug thiab peb lub hlis twg ntawm peb lub hlis twg.Samsung Display tau coj txoj kev loj hlob hauv OLED laptop zaub vaj huam sib luag xa khoom, thaum LG Display coj txoj kev loj hlob hauv OLED TV zaub vaj huam sib luag.Qhov no yog vim tib neeg xav siv nyiaj ntau dua rau cov khoom lag luam siab thaum muaj kev sib kis.Hauv lub quarter thib peb ntawm 2021, South Kauslim cov neeg tsim vaj huam sib luag suav txog 78 feem pua ntawm tag nrho cov loj loj OLED xa khoom, ua raws li Suav cov khoom vaj huam sib luag nrog 22 feem pua.Hauv lub quarter thib peb ntawm 2021, LG Display txuas ntxiv mus ntes 100 feem pua ntawm OLED TV zaub vaj huam sib luag xa khoom, thaum Samsung Display tau ntes 100 feem pua ntawm OLED zaub vaj huam sib luag xa khoom rau cov khoos phis tawj.Nyob rau hauv lub quarter thib ob ntawm 2021, South Kauslim cov neeg tsim vaj huam sib luag suav txog 88% ntawm tag nrho cov loj-loj OLED xa khoom, thaum Suav cov khoom vaj huam sib luag suav txog 12%.Txawm li cas los xij, Hauv lub quarter thib peb ntawm 2021, Suav cov tuam txhab tsim vaj huam sib luag thiab Everdisplay Optronics Co., Ltd tau coj qhov loj tshaj plaws ntawm OLED ntsiav tshuaj zaub vaj huam sib luag xa khoom ntawm 59 feem pua, ua raws li Samsung Display.Nyob rau tib lub quarter, Tianma kuj muaj 34% feem ntawm OLED zaub vaj huam sib luag xa khoom rau lwm daim ntawv thov.Nyob rau hauv luv luv, Suav zaub vaj huam sib luag tsim tau nce lawv nkag mus rau hauv loj-loj OLED zaub vaj huam sib luag xa khoom.
Table 2: Kev Tshawb Fawb Txog Kev Tshawb Fawb Ua Ntej ntawm TFT LCD Chaw Muag Khoom Loj Loj hauv Q3 2021 (ntau txhiab square meters)
Post lub sij hawm: Nov-23-2021