Lub Xya Hli 5th., TrendForce tshaj tawm tias nyob rau hauv cov lus hais ntawm LCD vaj huam sib luag, qee lub TV vaj huam sib luag qauv pib nres, thiab lwm yam kev poob qis yog feem ntau convergent, los ntawm lub sij hawm dhau los ntawm ntau tshaj 10% mus rau tsawg dua 10%.Qhov no qhia tau hais tias cov txiaj ntsig ntawm cov chaw tsim khoom txo qis yog qhov ua tau zoo uas pab txo qis kev ua haujlwm siab ntawm AU thiab Innolux.
Tus nqi nruab nrab ntawm 65-nti TV vaj huam sib luag tau poob $ 3 txij thaum Lub Rau Hli lig, thiab qhov nruab nrab 55-nti, 43-nti thiab 32-nti tsis hloov pauv li ob lub lis piam dhau los, qhia pom tias yuav tsum tsis txhob poob.Piv nrog rau thaum ntxov Lub Rau Hli, qhov poob qis yog 5.3%, 5.2% thiab 6.7%, feem.Tag nrho TV thov tseem tsis muaj zog, tab sis yuav luag cov lus hais ntawm txhua tus qauv ntawm LCD panels tau poob qis dua cov nqi nyiaj ntsuab.Raws li qhov tshwm sim, vaj huam sib luag cov chaw tsim khoom tau pib tswj cov peev txheej tsim khoom, txo cov khoom siv tau zoo, thiab txhawb nqa tus nqi qis pib sib koom lossis txawm tias nres.
Lub 32-nti TV vaj huam sib luag tseem yog ib feem kev txhawb nqa los ntawm kev xav tau ntawm kev lag luam tawm tshiab, nws tus nqi yog nyob rau hauv qab, yog li qhov poob qis tsis tseem ceeb.Yog li nws muaj lub sijhawm los coj tus thawj coj kom tsis txhob tiaj tus nrog 50 nti uas yog thawj tus nqi nyiaj so haujlwm.Thaum lwm qhov ntau thiab tsawg, xws li 43 ntiv tes thiab 55 ntiv tes, xav tias yuav poob li ntawm $ 1 txog $ 2.Loj loj TV vaj huam sib luag poob tseem pom tseeb txij li cov neeg siv khoom lag luam loj txo qhov kev yuav khoom, ua rau muaj qee yam khoom muag siab rau vaj huam sib luag Hoobkas.Lub 65-nti yuav tsum poob ntawm $ 5 thiab $ 7, thiab 75-nti yuav tsum poob ntawm $ 10 thiab $ 12.
IT saib cov vaj huam sib luag txuas ntxiv ntsib qhov kev thov tsis muaj zog thiab xav tias yuav poob li ntawm $ 3 txog $ 4 thaum Lub Xya Hli.Qhov kev thov rau lub laptop LCD vaj huam sib luag tseem nyob ntawm qhov qis, thiab lub hom phiaj xav rub cov khoom tseem tsis muaj zog, tab sis muaj qee qhov kev hloov pauv ntawm tus nqi poob.Tam sim no tus nqi ntawm 11.6-nti HD vaj huam sib luag, uas pib poob vim qhov kev thov tsis muaj zog rau Chromebooks, tau maj mam poob rov qab mus rau qhov tshwm sim, nrog rau lub caij nyoog nruab nrab mus rau tsawg dua $ 0.10 thaum Lub Xya Hli.
Tsis tas li ntawd, 14-nti, 15.6-nti HD TN vaj huam sib luag poob kuj tseem nyob nruab nrab, uas xav tias yuav poob $ 2.20 txog $ 2.30.Thaum, 14-nti thiab 15.6-nti FHD IPS panels, uas pib poob lig, tseem nyob ib puag ncig $ 2.90 txog $ 3.
Cov ntaub ntawv hluav taws xob LCD vaj huam sib luag tseem txuas ntxiv tus nqi siab.Lub tuam txhab lag luam thoob ntiaj teb tau ceeb toom rau cov chaw tsim khoom lag luam sai sai tias LCD saib, lub vaj huam sib luag laptop xav tau qis dua 50% hauv Q3.Lub tuam txhab muaj kev cuam tshuam loj yog BOE, LGD, AUO, Innolux, CSOT, SHARP, qib cuam tshuam nrog ntau yam kev cuam tshuam.
Tsis tas li ntawd, tsab ntawv ceeb toom ntawm Pawg Neeg Txawj Ntse, lub koom haum tshawb fawb, kwv yees tias 260 lab LCD TV panels yuav raug xa mus thoob ntiaj teb xyoo 2022, ntawm 68 lab yuav raug xa tawm hauv thawj peb lub hlis twg, suav txog 26.5% ntawm cov khoom xa tuaj txhua xyoo.Rau lub quarter thib ob mus rau plaub lub hlis twg, kev xa khoom nruab nrab yuav tsum nyob ib ncig ntawm 62 lab units.Nyob rau hauv lub thib ob ib nrab ntawm lub xyoo, tseem muaj kev tsis txaus ntseeg nyob rau hauv lub TV vaj huam sib luag kawg kev ua lag luam, lub ncov lub caij tsis vam meej, tsis muaj zog thov.Vim tias muaj kev sib ntaus sib tua ntawm Russia thiab Ukraine nyob rau lub quarter thib ob, qhov kev thov hauv European lag luam tau nres thiab poob qis, thiab kev yuav khoom ntawm cov khoom lag luam poob qis dua tshiab hauv ze li 10 xyoo.Qhov kev thov rau cov TV loj loj txuas ntxiv mus zuj zus, thaum qhov kev thov rau cov TV me me tau poob qis, thiab cov vaj huam sib luag xa khoom hauv lub quarter thib ob poob sai.
Hauv peb lub hlis twg, Samsung tau tshem tawm LCD cov ntxaij vab tshaus thiab tswj cov khoom lag luam nruj me ntsis, cuam tshuam rau kev yuav khoom ntseeg siab ntawm lwm hom.LCD vaj huam sib luag xa khoom hauv lub quarter thib peb yuav tsis muaj kev vam meej hauv lub caij tsis khoom.Nyob rau hauv lub quarter thib plaub, raws li cov nqi thauj mus los tseem poob qis, cov nqi vaj huam sib luag maj mam txo qis, thiab cov khoom lag luam cov khoom lag luam zoo li noj qab haus huv, qhov kev thov rau cov TV loj loj yuav tsum rov qab los loj hlob, tab sis qhov kawg ntawm cov neeg siv khoom lag luam tseem tsis txaus. yuav, yog li vaj huam sib luag manufacturers xa khoom lub zog yog qhov nyuaj kom rov zoo.
Xijpeem, yog tias koj xav yuav ib co LCD modules ntawm 7 nti mus rau 21.5 nti nyob rau hauv thawj Hoobkas qauv, thov ua siab zoo hu rau kuv ntawmlisa@gd-ytgd.comthaum twg los tau.
Lub sij hawm xa tuaj: Plaub Hlis-09-2022