Samsung Display's Strategic tawm ntawm LCD kev lag luam yuav xaus rau lub Rau Hli

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Samsung zaub yuav ua tiav tag nrho LCD vaj huam sib luag tsim nyob rau lub Rau Hli.Cov dabneeg ntawm Samsung Display (SDC) thiab LCD kev lag luam zoo li yuav los txog rau qhov kawg.

Thaum lub Plaub Hlis 2020, Samsung Display tau tshaj tawm nws txoj kev npaj yuav tawm tag nrho LCD vaj huam sib luag kev lag luam thiab nres tag nrho cov khoom lag luam LCD los ntawm qhov kawg ntawm 2020. Qhov no yog vim tias lub ntiaj teb kev lag luam loj loj LCD vaj huam sib luag tau poob qis hauv ob peb xyoos dhau los, ua rau muaj qhov tseem ceeb. poob hauv Samsung lub lag luam LCD.

Cov neeg sab hauv kev lag luam hais tias Samsung tso tawm tag nrho ntawm LCD yog "kev tawm tswv yim tawm tsam", uas txhais tau hais tias Suav teb loj yuav ua tus thawj coj ntawm LCD kev lag luam, thiab tseem tso tawm cov kev xav tau tshiab rau Suav vaj huam sib luag cov tuam txhab hauv kev teeb tsa ntawm cov khoom siv tshiab tom ntej.

Thaum lub Tsib Hlis 2021, Choi Joo-sun, Samsung Display tus lwm thawj coj nyob rau lub sijhawm ntawd, tau hais rau cov neeg ua haujlwm hauv email tias lub tuam txhab tau txiav txim siab txuas ntxiv cov khoom loj ntawm LCD vaj huam sib luag mus txog rau thaum kawg ntawm 2022. Tab sis nws zoo li tias txoj kev npaj no yuav yuav tsum ua kom tiav ua ntej lub sij hawm nyob rau lub rau hli ntuj.

Tom qab tshem tawm ntawm lub lag luam LCD, Samsung Display yuav hloov nws lub hom phiaj rau QD-OLED.Thaum Lub Kaum Hli 2019, Samsung Display tshaj tawm kev nqis peev ntawm 13.2 trillion yeej (kwv yees 70.4 billion RMB) los tsim QD-OLED cov kab ntau lawm txhawm rau txhawm rau hloov pauv ntawm cov vaj huam sib luag loj.Tam sim no, QD-OLED panels tau tsim ntau lawm, thiab Samsung Display yuav txuas ntxiv mus nce peev hauv cov thev naus laus zis tshiab.

Nws paub tias Samsung Display tau kaw 7th-tiam ntau lawm kab rau loj-loj LCD panels nyob rau hauv 2016 thiab 2021 feem.Thawj cov nroj tsuag tau hloov dua siab tshiab rau 6th tiam OLED vaj huam sib luag ntau lawm kab, thaum lub thib ob cog tau hloov dua siab tshiab.Tsis tas li ntawd, Samsung Display tau muag nws 8.5-tiam LCD ntau lawm kab nyob rau sab hnub tuaj Tuam Tshoj rau CSOT nyob rau hauv thawj ib nrab ntawm 2021, tawm hauv L8-1 thiab L8-2 raws li nws tsuas yog LCD vaj huam sib luag factories.Tam sim no, Samsung Display tau hloov L8-1 rau QD-OLED ntau lawm kab.Txawm hais tias kev siv L8-2 tseem tsis tau txiav txim siab, nws zoo li yuav hloov mus rau 8th tiam OLED vaj huam sib luag ntau lawm kab.

Nws tau nkag siab tias tam sim no, lub peev xwm ntawm cov tuam txhab tsim vaj huam sib luag hauv Suav teb av loj xws li BOE, CSOT thiab HKC tseem tab tom nthuav dav, yog li lub peev xwm txo tau los ntawm Samsung tuaj yeem ua tiav los ntawm cov tuam txhab no.Raws li cov ntaub ntawv tshiab tshaj tawm los ntawm Samsung Electronics rau hnub Monday, peb lub vaj huam sib luag sab saum toj rau nws cov neeg siv khoom siv hluav taws xob ua lag luam hauv xyoo 2021 yuav yog BOE, CSOT thiab AU Optronics feem, nrog BOE koom nrog cov npe ntawm cov neeg xa khoom loj thawj zaug.

Niaj hnub no, los ntawm TV, xov tooj ntawm tes, computer, mus rau lub tsheb zaub thiab lwm yam terminals yog inseparable ntawm lub vijtsam, ntawm cov LCD tseem yog qhov kev xaiv dav tshaj plaws.

Kaus lim qab teb cov lag luam kaw LCD yeej muaj lawv cov phiaj xwm.Ntawm ib sab, cov yam ntxwv cyclical ntawm LCD ua rau tsis ruaj khov cov txiaj ntsig ntawm cov tuam txhab.Hauv xyoo 2019, lub voj voog qis qis ua rau LCD kev lag luam poob ntawm Samsung, LGD thiab lwm lub tuam txhab vaj huam sib luag.Ntawm qhov tod tes, kev nqis peev tsis tu ncua ntawm cov tuam txhab tsim khoom hauv tsev hauv LCD high-tiam ntau lawm kab tau ua rau cov nyiaj seem me me ntawm thawj-mover kom zoo dua ntawm Kauslim cov lag luam.Cov tuam txhab Kaus Lim Kauslim yuav tsis tso tseg rau ntawm cov duab vaj huam sib luag, tab sis nqis peev hauv cov thev naus laus zis xws li OLED, uas muaj qhov zoo dua.

Thaum, CSOT thiab BOE txuas ntxiv nqis peev hauv cov nroj tsuag tshiab los sau qhov sib txawv uas tshwm sim los ntawm Kaus Lim Qab Teb Kaus Lim Kauslim, LGD muaj peev xwm txo qis.Tam sim no, LCD TV kev lag luam tseem tab tom loj hlob tag nrho, yog li tag nrho LCD tsim muaj peev xwm tsis ntau dhau.

Thaum cov qauv kev lag luam LCD maj mam ua kom ruaj khov, kev ua tsov rog tshiab hauv kev lag luam vaj huam sib luag tau pib.OLED tau nkag mus rau lub sijhawm sib tw, thiab cov khoom siv tshiab xws li Mini LED kuj tau nkag mus rau txoj hauv kev.

Hauv xyoo 2020, LGD thiab Samsung zaub tshaj tawm tias lawv yuav tsum tso tseg cov khoom siv LCD thiab tsom mus rau OLED ntau lawm.Qhov kev txav los ntawm ob tus neeg tsim vaj huam sib luag South Kauslim tau siv zog hu rau OLED los hloov LCDs.

OLED tau suav tias yog qhov sib tw loj tshaj plaws ntawm LCD vim nws tsis xav tau lub teeb rov qab los tso saib.Tab sis qhov kev tawm tsam ntawm OLED tsis tau ua rau muaj kev cuam tshuam rau kev lag luam vaj huam sib luag.Siv lub vaj huam sib luag loj ua piv txwv, cov ntaub ntawv qhia tau hais tias kwv yees li 210 lab lub TV yuav raug xa mus thoob ntiaj teb hauv 2021. Thiab lub ntiaj teb OLED TV lag luam yuav xa 6.5 lab units hauv 2021. Thiab nws kwv yees OLED TVS yuav suav txog 12.7% ntawm Tag nrho TV lag luam los ntawm 2022.

Txawm hais tias OLED yog superior rau LCD nyob rau hauv cov nqe lus ntawm cov zaub theem, cov yam ntxwv tseem ceeb ntawm saj zawg zog DISPLAY ntawm OLED tsis tau tag nrho tsim los txog tam sim no."Zuag qhia tag nrho, OLED cov khoom daim ntawv tseem tsis muaj qhov hloov pauv tseem ceeb, thiab qhov pom qhov sib txawv nrog LED tsis pom tseeb.Ntawm qhov tod tes, cov zaub zoo ntawm LCD TV kuj tseem txhim kho, thiab qhov sib txawv ntawm LCD TV thiab OLED TV yog nqaim ntau dua li nthuav dav, uas tuaj yeem ua rau cov neeg siv khoom nkag siab qhov sib txawv ntawm OLED thiab LCD tsis pom tseeb, "Liu buchen tau hais. .

Txij li thaum OLED ntau lawm ua nyuaj dua li qhov loj tuaj thiab muaj ob peb lub tuam txhab nce siab ua OLED panels loj, LGD ua lag luam tam sim no.Qhov no kuj tau ua rau tsis muaj kev sib tw hauv OLED cov vaj huam sib luag loj, uas tau ua rau cov nqi siab rau TV teeb raws li.Omdia kwv yees tias qhov sib txawv ntawm 55-nti 4K LCD panels thiab OLED TV panels yuav yog 2.9 npaug hauv 2021.

Kev tsim technology ntawm loj-loj OLED vaj huam sib luag kuj tsis paub tab.Tam sim no, kev tsim tshuab ntawm OLED loj loj yog muab faib ua evaporation thiab luam ntawv.LGD siv cov txheej txheem evaporation OLED manufacturing, tab sis evaporation vaj huam sib luag tsim muaj qhov tsis muaj zog loj heev thiab tsis muaj txiaj ntsig.Thaum cov txiaj ntsig ntawm evaporation manufacturing txheej txheem tsis tuaj yeem txhim kho, cov tuam txhab lag luam hauv tsev tau nquag tsim kev luam ntawv.

Li Dongsheng, tus thawj coj ntawm TCL Technology, tau tshaj tawm hauv kev xam phaj tias cov txheej txheem luam ntawv ink-jet luam ntawv, uas tau luam tawm ncaj qha rau ntawm lub substrate, muaj qhov zoo xws li kev siv cov khoom siv siab, thaj chaw loj, tus nqi qis thiab yooj yim, yog ib qho tseem ceeb ntawm kev txhim kho. kev taw qhia rau yav tom ntej zaub.

Piv nrog rau cov neeg tsim khoom siv hauv tsev uas ceev faj txog OLED cov ntxaij vab tshaus, cov tuam txhab xov tooj ntawm tes tau zoo dua ntawm OLED cov ntxaij vab tshaus.OLED qhov yooj yim kuj tseem tshwm sim hauv cov xov tooj smartphones, xws li cov xov tooj sib tham ntau dua.

Ntawm OLED cov tuam txhab lag luam qis qis, Apple yog cov neeg siv khoom loj uas tsis tuaj yeem tsis quav ntsej.Hauv 2017, Apple tau tshaj tawm OLED npo rau nws cov qauv iPhone X thawj zaug, thiab tau tshaj tawm tias Apple yuav yuav ntau OLED panels.

Raws li cov lus ceeb toom, BOE tau teeb tsa lub Hoobkas mob siab rau kev tsim cov kua txiv hmab txiv ntoo kom ruaj ntseg xaj rau iPhone13.Raws li BOE's 2021 tsab ntawv ceeb toom kev ua tau zoo, nws hloov pauv OLED xa khoom thaum lub Kaum Ob Hlis tau tshaj 10 lab thawj zaug.

BOE tuaj yeem nkag mus rau Apple saw nrog kev mob siab rau, thaum Samsung Display yog Apple lub OLED screen khoom lag luam.South Kauslim lub Samsung Display tab tom ua high-end OLED cov xov tooj ntawm tes cov ntxaij vab tshaus, thaum lub sij hawm domestic OLED xov tooj cov ntxaij vab tshaus yog inferior nyob rau hauv cov nqe lus ntawm kev khiav hauj lwm thiab kev ruaj ntseg.

Txawm li cas los xij, ntau thiab ntau lub xov tooj ntawm tes tau xaiv rau OLED vaj huam sib luag hauv tsev.Huawei, Xiaomi, OPPO, Honour thiab lwm tus tau pib xaiv OLED hauv tsev ua lawv cov khoom lag luam siab kawg.


Post lub sij hawm: Apr-09-2022