Kev txheeb xyuas kev lag luam ntawm Tuam Tshoj txoj kev lag luam vaj huam sib luag hauv xyoo 2021: LCD thiab OLED yog qhov tseem ceeb

Los ntawm kev siv zog tsis tu ncua ntawm vaj huam sib luag manufacturers, lub ntiaj teb no vaj huam sib luag muaj peev xwm tau raug xa mus rau Tuam Tshoj.Nyob rau tib lub sijhawm, kev loj hlob ntawm Tuam Tshoj lub vaj huam sib luag tsim muaj peev xwm yog amazing.Tam sim no, Tuam Tshoj tau dhau los ua lub teb chaws nrog lub ntiaj teb loj tshaj plaws LCD tsim muaj peev xwm.

Tig lub cim LCD sib tw kom zoo dua ntawm cov tuam txhab tsim khoom hauv tsev, Samsung thiab LGD cov tuam txhab tau tshaj tawm tias lawv yuav thim tawm ntawm LCD ua lag luam.Tab sis qhov tshwm sim ntawm kev sib kis tau ua rau muaj kev tsis sib haum xeeb ntawm kev muab khoom thiab kev xav tau.Txhawm rau kom ntseeg tau tias cov khoom lag luam ib txwm muaj rau lawv cov khoom siv davhlau ya nyob twg, Samsung thiab LCD tshaj tawm ncua sijhawm kaw ntawm LCD cov kab ntau lawm.

Vaj huam sib luag yog tus thawj coj ntawm Optoelectronic kev lag luam, LCD thiab OLED yog cov khoom tseem ceeb

Kev lag luam vaj huam sib luag feem ntau yog hais txog kev lag luam kov vaj huam sib luag rau cov khoom siv hluav taws xob xws li TELEVISIONS, desktop computers, laptops thiab mobile phones.Niaj hnub no, cov ntaub ntawv qhia txog kev siv thev naus laus zis tau ua lub luag haujlwm tseem ceeb hauv tib neeg cov kev ua ub no thiab lub neej niaj hnub.80% ntawm kev nrhiav tau ntawm tib neeg cov ntaub ntawv los ntawm lub zeem muag, thiab kev sib cuam tshuam ntawm cov khoom siv davhlau ya nyob twg ntawm ntau cov ntaub ntawv xov xwm thiab tib neeg yuav tsum tau ua tiav los ntawm cov ntaub ntawv tso tawm.Yog li kev lag luam vaj huam sib luag tau dhau los ua tus thawj coj ntawm kev lag luam optoelectronics, tom ntej tsuas yog kev lag luam microelectronics hauv kev lag luam ntaub ntawv, thiab tau dhau los ua ib qho tseem ceeb tshaj plaws kev lag luam.Los ntawm qhov kev xav ntawm kev lag luam saw, vaj huam sib luag kev lag luam tuaj yeem muab faib ua cov khoom siv hauv nruab nrab, kev tsim vaj huam sib luag nruab nrab thiab cov khoom lag luam hauv qab.Ntawm lawv, cov khoom siv hluav taws xob muaj xws li: iav substrate, xim zaj duab xis, zaj duab xis polarizing, kua siv lead ua, cov khoom siv, thiab lwm yam .;Kev tsim vaj huam sib luag nruab nrab suav nrog Array, Cell thiab Module;Cov khoom siv hauv qab kawg suav nrog: TEEVISIONS, khoos phis tawj, xov tooj ntawm tes thiab lwm yam khoom siv hluav taws xob.

 analysis

Tam sim no, ob yam khoom tseem ceeb hauv kev lag luam vaj huam sib luag yog LCD thiab OLED feem.LCD yog superior rau OLED nyob rau hauv nqe thiab kev pab cuam lub neej, thaum OLED yog superior rau LCD nyob rau hauv dub thiab sib piv.Hauv Suav teb, LCD suav txog li 78% ntawm kev ua lag luam xyoo 2019, thaum OLED suav txog li 20%.

Ntiaj teb no vaj huam sib luag hloov mus rau Tuam Tshoj, Tuam Tshoj lub LCD ntau lawm muaj peev xwm nyob rau hauv lub ntiaj teb no

Kaus Lim Kauslim tau ua kom zoo dua ntawm lub voj voog ntawm cov kua siv lead ua kua hauv nruab nrab-1990s kom nthuav dav sai thiab dhau Nyij Pooj nyob ib puag ncig xyoo 2000. Hauv 2009, Tuam Tshoj BOE tshaj tawm kev tsim kho ntawm 8.5 tiam kab, rhuav tshem kev thaiv ntawm Nyiv, Kaus Lim Qab Teb thiab Taiwan.Tom qab ntawd Sharp, Samsung, LG thiab lwm lub tuam txhab Nyij Pooj thiab Kaus Lim Qab Teb tau txiav txim siab tsim 8 tiam kab hauv Suav teb ntawm qhov nrawm nrawm.Txij thaum ntawd los, kev lag luam LCD hauv Suav teb loj tau nkag mus rau kaum xyoo ntawm kev nthuav dav sai.Tom qab txoj kev loj hlob ntawm xyoo tas los no, Tuam Tshoj lub vaj huam sib luag kev lag luam yog los ntawm qab.Nyob rau hauv 2015, Tuam Tshoj lub LCD vaj huam sib luag tsim muaj peev xwm accounted rau 23% ntawm lub ntiaj teb no.Nrog rau Cov Kaus Lim Kauslim cov tuam txhab tau tshaj tawm kom thim tawm ntawm LCD thiab tig mus rau OLED, Ntiaj teb LCD tsim muaj peev xwm ntxiv tau sib sau ua ke hauv Suav teb av loj.Txog xyoo 2020, Tuam Tshoj lub peev xwm tsim khoom LCD tau ua tus thawj hauv lub ntiaj teb, nrog rau Suav teb loj tsim tawm txog ib nrab ntawm lub ntiaj teb LCD vaj huam sib luag.

Tuam Tshoj txuas ntxiv ua tus thawj coj hauv ntiaj teb hauv kev nthuav dav txaus ntshai ntawm kev tsim vaj huam sib luag muaj peev xwm

Tsis tas li ntawd, nrog rau kev ua kom muaj peev xwm ntau lawm tso tawm ntawm ntau lub LCD G8.5 / G8.6, G10.5 tiam kab thiab OLED G6 tiam kab, Tuam Tshoj lub LCD thiab OLED muaj peev xwm ntau lawm tau tuav txoj kev loj hlob, uas yog nyob deb ua ntej ntawm lub ntiaj teb no. vaj huam sib luag muaj peev xwm loj hlob.Nyob rau hauv 2018, kev loj hlob tus nqi ntawm Tuam Tshoj lub LCD vaj huam sib luag tsim muaj peev xwm txawm mus txog 40.5%.Nyob rau hauv 2019, Tuam Tshoj lub LCD thiab OLED muaj peev xwm ua tau mus txog 113.48 lab square meters thiab 2.24 lab square meters, nrog rau xyoo-rau-xyoo kev loj hlob 19.6% thiab 19.8% feem.

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analysis-3

Kev sib tw qauv - BOE qhov tau txais ntawm PANDA yuav ua kom ruaj khov rau txoj haujlwm tseem ceeb hauv LCD.

Qhov tseeb, kev sib tw toj roob hauv pes ntawm lub ntiaj teb LCD kev ua lag luam tau hloov pauv loj txij li LCD tsim muaj peev xwm hloov ntawm South Kauslim thiab Taiwan mus rau Suav teb loj.Tsis ntev los no, BOE tau dhau los ua tus xa khoom loj tshaj plaws hauv ntiaj teb ntawm LCD panels.Tsis muaj teeb meem nyob rau hauv cov nqe lus ntawm cov khoom siv los yog cov khoom siv ntawm qhov loj loj LCD vaj huam sib luag, BOE suav txog ntau dua 20% ntawm lub lag luam thoob ntiaj teb xyoo 2020. Thiab, nyob rau nruab nrab ntawm 2020, BOE tshaj tawm tias nws yuav tau CLP Panda.Nrog rau kev ua tiav ntawm kev nrhiav tau ntawm PANDA cov kab ntau lawm ntawm CLP yav tom ntej, BOE txoj haujlwm ua lag luam hauv LCD teb yuav raug qhia ntxiv.Raws li Omdia, BOE cov khoom xa tuaj sib koom hauv LCD loj yuav nce mus txog 32% tom qab tau txais, thiab thaj chaw LCD ntawm cov khoom xa tuaj yuav suav txog 27.3% ntawm lub khw.

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analysis-5

Tam sim no, Suav LCD tuam txhab lag luam tseem ua haujlwm tseem ceeb hauv kev teeb tsa ntxiv ntawm cov cim LCD.Txij xyoo 2020 txog 2021, BOE, TCL, HKC thiab CEC yuav ua tiav rau hauv kev tsim khoom nrog 8 cov kab tsim khoom tseem ceeb ntawm ntau dua 7 tiam neeg hauv Suav teb Mainland.

Lub lag luam OLED yog tus thawj coj los ntawm Samsung, thiab cov tuam txhab tsim khoom lag luam hauv tebchaws tau nquag ua cov txheej txheem.

Lub lag luam OLED tam sim no yog tus thawj coj los ntawm Kauslim cov tuam txhab.Samsung tus paub tab AMOLED thev naus laus zis thiab muaj peev xwm ntau lawm muaj qhov txiaj ntsig zoo, yog li lawv txoj kev koom tes nrog cov hom lag luam tau nkag siab ntxiv rau xyoo 2019. Raws li kev txheeb cais ntawm Sigmaintell, Samsung lub lag luam OLED tau nce mus txog 85.4% hauv 2019, ntawm cov uas Flexible OLED muaj kev lag luam. feem ntawm 81.6%.Txawm li cas los xij, Xyoo tsis ntev los no, Suav tuam txhab lag luam tseem muaj kev koom tes hauv kev lag luam OLED, tshwj xeeb hauv cov khoom lag luam hloov pauv.BOE tam sim no muaj rau OLED cov kab ntau lawm nyob rau hauv kev tsim kho lossis kev tsim kho.


Post lub sij hawm: Sep-28-2021