Makasitomala ogulitsa laputopu achepetsa kuyitanitsa kwamagulu a LCD kuchokera ku 1Q 2022 chifukwa chakutsika kwa msika wa PC komanso kuchulukirachulukira kwazinthu.Ngakhale kufunikira kwa piritsi la LCD kwakadali kukwera 2% kotala kupitilira kotala (QoQ) kuchokera ku 4Q 2021, zotumiza zake 60.8 miliyoni kotala zikadali 10 miliyoni pansi pa mbiri yakale ya 2020-2021, zomwe zikuyimira kufunikira kocheperako kuyambira mu 2022.
Poganizira za nyengo yogulitsa pang'onopang'ono komanso kufunikira kwa kagayidwe kazinthu, kuneneratu kwa ndandanda yatsopano ya piritsi ya 2022 ndiyokhazikika.Ndipo ngakhale dongosolo loyambira lidabwezeredwa kuchokera ku 2Q 2022 (nthawi zambiri chaka chilichonse) mpaka pakati pa 2022 kapena Q3 2022.
Kufuna kwa LCD Panel kwamapiritsi mu 2022 kukuyembekezeka kutsika mpaka 2020
Piritsi 1: Mapiritsi a LCD a Tablet kutumiza ndi kuneneratu
Chidziwitso: Kutumiza kwa LCD Panel kwa mapiritsi 7-inch ndi akulu akuyembekezeka kusintha mu 2022.
Kutumiza kwa piritsi kotala kotala kuchokera ku 2Q 2022 mpaka 4Q 2022 kumangoyembekezereka kufika mayunitsi 58 mpaka 60 miliyoni, zomwe zikutanthauza kuti kufunikira kwamakasitomala odziwika komanso osakhala ndi mtundu wa laputopu kumakonda kukhala kosamalitsa.Zotsatira zake, zoneneratu za kutumiza kwa piritsi la LCD mu 2022 zatsitsidwa mpaka mayunitsi 240 miliyoni, zomwe zikuyimira kuchepa kwa chaka ndi chaka (YoY) ndi 14 peresenti kuyambira 2021. Pambuyo pazaka zitatu zotsatizana za kukula mu 2019, kutumiza kukuyembekezeka kuti abwerere ku milingo ya 2020 mu 2022.
Samsung idayamba kupanga gulu la 10.51-inch pa 4Q 2021. Innolux Optronics ndi HannStar Display adapereka ma module a LCD a piritsilo lomwe ndi choloweza m'malo mwachitsanzo cha 10.36-inch.Samsung poyambilira idakonza zowonjezera ogulitsa awiri BOE ndi HKC pa piritsi la 10.51-inchi la 1Q 2022, koma mapulani akudikirira.
M'malo mosankha ogulitsa ake awiri omwe alipo panopa, BOE ndi HannStar, Amazon inasankha HKC monga wothandizira kwa mapanelo owonetsera 8-inchi mu May 2022. Choncho, gawo la voliyumu la mapanelo a 8-inch lidzasintha kuchokera ku 2H 2022 pambuyo pochita nawo HKC.HKC yatsala pang'ono kuyamba kupanga gulu lalikulu la mainchesi 10.1 ku Amazon ndi 3Q 2022.
Chifukwa cha kuchepa kwa chiwerengerocho, Lenovo potsiriza anatsegula piritsi yatsopano ya 11-inch mu March 2022, m'malo mwa 4Q 2021. Innolux inapereka gulu lowonetsera la piritsi la 11-inch.Ndipo Lenovo ikuyang'ana wopereka gulu lina la piritsi lake la 2022 11-inchi ndipo akukumana ndi HKC.Gome 2: Mapiritsi amakono ndi ogulitsa magulu 2022
Kufotokozera: Mapulani apakompyuta amatha kusintha.
Malinga ndi mapulani akuluakulu a piritsi amitundu yatsopano mu 2022, ambiri akukonzekera kukhazikitsa mapiritsi a LTPS okhala ndi mainchesi 11 ndi kupitilira apo, makamaka makulidwe monga 11, 11.45 ndi 12.4 mainchesi.Pakadali pano, mitundu yatsopano ya mapiritsi a 11inch ndi 11.2 inchi a mapanelo a OLED akugwira ntchito.Mosiyana ndi mtsinje wokhazikika wa mapiritsi atsopano pogwiritsa ntchito mapanelo a LTPS ndi OLED, pafupifupi palibe opanga omwe ali ndi ndondomeko zowonetsera A-SI ndi mapanelo a oxide.Pakadali pano, zinthu zokhazo zomwe zili ndi mapanelo a A-SI pamsika ndi mitundu ya 10.6-inch yochokera ku Lenovo ndi Xiaomi.
Lenovo akuwoneka mwaukali kwambiri pakati pa opanga ambiri omwe akukonzekera kukhazikitsa mapiritsi atsopano mu 2022. 2H 2022 yatsopano idzayang'ananso pa 11 inch ndi pamwamba gawo pogwiritsa ntchito luso la OLED LTPS.Huawei ndi Xiaomi akukonzekeranso kubweretsa mapiritsi atsopano a 11 inchi ndi akulu mu 3Q22.
Monga momwe kufunikira kwacheperachepera kumapeto kwa msika, makampani onse akuluakulu a mapiritsi akuyesera kukankhira gawo lapamwamba mu 2022. Choncho, kukula kwa mainchesi 11 ndi pamwamba, luso la OLED / LTPS, 2.5K chisankho , ndipo ntchito ya stylus idzakhala mbali zazikulu za piritsi yatsopano ya 2H22.Koma mitundu yambiri imakhalanso ndi nkhawa kuti kugulitsa mapiritsi apamwamba sikungakhale bwino chaka chino ngati kugwa kwachuma kukupitirirabe.
Tebulo 3: Mitundu yatsopano yamapiritsi ndi ogulitsa magulu a 2022
Nthawi yotumiza: Aug-02-2022