Kuwunika kwa msika kwamakampani aku China mu 2021: LCD ndi OLED ndizodziwika bwino

Kupyolera mu kuyesetsa kosalekeza kwa opanga magulu, mphamvu zopanga magulu apadziko lonse zasamutsidwa ku China.Nthawi yomweyo, kukula kwa mphamvu yopanga gulu la China ndikodabwitsa.Pakadali pano, dziko la China lakhala dziko lomwe lili ndi mphamvu zambiri padziko lonse lapansi zopanga ma LCD.

Poyang'anizana ndi mwayi wapadera wa mpikisano wa LCD wa opanga pakhomo, opanga Samsung ndi LGD alengeza kuti achoka ku msika wa LCD.Koma kufalikira kwa mliriwu kwadzetsa kusagwirizana pakati pa kupezeka ndi kufunikira.Pofuna kuwonetsetsa kuti mapanelo azitha kupezeka, onse a Samsung ndi LCD adalengeza kuchedwa kutseka kwa mizere yopanga ma LCD.

Panel ndiye mtsogoleri wamakampani a Optoelectronic, LCD ndi OLED ndizinthu zazikulu

Makampani opanga ma panel makamaka amatanthawuza makampani owonetsa ma touch pazida zamagetsi monga TELEVISIONS, makompyuta apakompyuta, ma laputopu ndi mafoni am'manja.Masiku ano, ukadaulo wowonetsa zidziwitso umagwira ntchito yofunika kwambiri pazamasewera komanso moyo watsiku ndi tsiku wa anthu.80% ya kupezedwa kwa zidziwitso za anthu kumachokera ku masomphenya, ndipo kulumikizana pakati pa zida zama terminal zamadongosolo osiyanasiyana azidziwitso ndi anthu kuyenera kuzindikirika kudzera mukuwonetsa zidziwitso.Chifukwa chake makampani opanga magulu akhala mtsogoleri wamakampani opanga ma optoelectronics, pafupi ndi makampani a microelectronics mumakampani azidziwitso, ndipo akhala amodzi mwamafakitale ofunikira kwambiri.Kuchokera pamalingaliro a unyolo wamakampani, mafakitale apagulu atha kugawidwa m'magawo oyambira oyambira, kupanga magulu apakatikati ndi zinthu zakutsitsidwa.Pakati pawo, kumtunda zipangizo zofunika monga: galasi gawo lapansi, mtundu filimu, polarizing filimu, madzi krustalo, zinthu chandamale, etc.;Kupanga magulu apakati kumaphatikizapo Array, Cell ndi Module;Zogulitsa zotsikirapo zikuphatikiza: MA TV, makompyuta, mafoni am'manja ndi zamagetsi zina zogula.

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Pakadali pano, zinthu ziwiri zazikulu pamsika wamagulu ndi LCD ndi OLED motsatana.LCD ndi yapamwamba kuposa OLED pamtengo ndi moyo wautumiki, pamene OLED ndi yapamwamba kuposa LCD mwakuda ndi kusiyana.Ku China, LCD inali pafupifupi 78% ya msika mu 2019, pomwe OLED inali pafupifupi 20%.

Kutumiza kwapadziko lonse kupita ku China, mphamvu yaku China yopanga ma LCD imakhala yoyamba padziko lonse lapansi

Korea inagwiritsa ntchito ufa wa kristalo wamadzimadzi pakati pa zaka za m'ma 1990 kuti ikule mofulumira ndikugonjetsa Japan mozungulira 2000. Mu 2009, BOE ya ku China inalengeza zomanga mzere wa 8.5, ndikuphwanya luso la blockade pakati pa Japan, South Korea ndi Taiwan.Kenako Sharp, Samsung, LG ndi makampani ena aku Japan ndi South Korea adaganiza zomanga mizere ya 8 ku China pa liwiro lodabwitsa.Kuyambira pamenepo, makampani a LCD ku China alowa m'zaka khumi zakukulirakulira.Pambuyo pakukula kwazaka zaposachedwa, makampani aku China akuchokera kumbuyo.Mu 2015, mphamvu yaku China yopanga ma LCD inali 23% yapadziko lonse lapansi.Pamodzi ndi opanga aku Korea alengeza kuti achoka ku LCD ndikupita ku OLED, mphamvu yopanga ma Global LCD yasonkhanitsidwa ku China.Pofika m'chaka cha 2020, mphamvu yopangira ma LCD ku China inali itakhala yoyamba padziko lonse lapansi, pomwe dziko la China likupanga pafupifupi theka la gulu la LCD padziko lonse lapansi.

China ikupitilizabe kutsogolera padziko lonse lapansi pakukula modabwitsa kwa mphamvu zopanga magulu

Kuphatikiza apo, ndi kufulumizitsa kutulutsa mphamvu zotulutsa zingapo za LCD G8.5/G8.6, mzere wa mibadwo ya G10.5 ndi mzere wa OLED G6, kutulutsa kwa LCD ku China ndi OLED kwakula kwambiri, komwe kuli patsogolo kwambiri padziko lonse lapansi. kukula kwapanel mphamvu.Mu 2018, kukula kwa mphamvu yopanga gulu la LCD ku China kudafika 40.5%.Mu 2019, mphamvu yaku China ya LCD ndi OLED idafika pa 113.48 miliyoni masikweya mita ndi 2.24 miliyoni masikweya mita, ndikukula chaka ndi chaka 19.6% ndi 19.8% motsatana.

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analysis-3

Mpikisano - Kupeza kwa BOE kwa PANDA kulimbitsanso malo otsogola mu LCD.

M'malo mwake, mawonekedwe ampikisano pamsika wapadziko lonse wa LCD asintha kwambiri kuyambira pomwe mphamvu yopanga ma LCD idachoka ku South Korea ndi Taiwan kupita ku China.Posachedwapa, BOE yakhala gawo lalikulu kwambiri padziko lonse lapansi ogulitsa mapanelo a LCD.Ziribe kanthu ponena za kuchuluka kwa katundu kapena malo operekera gulu lalikulu la LCD, BOE inali yoposa 20% ya msika wapadziko lonse mu 2020. Ndipo, pakati pa 2020, BOE inalengeza kuti idzapeza CLP Panda.Ndikamaliza kupeza PANDA kupanga mzere wa CLP m'tsogolomu, malo amsika a BOE m'munda wa LCD adzawonetsedwanso.Malinga ndi Omdia, gawo la BOE lotumizidwa mu LCD lalikulu kwambiri lidzafika ku 32% pambuyo pogula, ndipo malo a LCD omwe amatumizidwa adzawerengedwa kuti ndi 27.3% ya msika.

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Pakadali pano, opanga ma LCD aku China akugwiranso ntchito makamaka pakukonzanso kwa LCD m'badwo wapamwamba.Kuyambira 2020 mpaka 2021, BOE, TCL, HKC ndi CEC azipanga motsatizana ndi mizere 8 yofunika yopanga mibadwo yopitilira 7 ku Mainland China.

Msika wa OLED umayang'aniridwa ndi Samsung, ndipo opanga kunyumba akukonzekera mwachangu.

Msika wa OLED pakadali pano ukulamulidwa ndi opanga aku Korea.Ukadaulo wokhwima wa Samsung wa AMOLED komanso mphamvu zambiri zopangira zimakhala ndi mwayi wotsimikizika, kotero mgwirizano wawo waluso ndi mtunduwo udakulirakulira mu 2019. Malinga ndi ziwerengero za Sigmaintell, gawo la msika la Samsung la OLED lafika 85.4% mu 2019, pomwe Flexible OLED ili ndi msika. ndi 81.6 %.Komabe, M'zaka zaposachedwa, opanga aku China akugwiranso ntchito pamsika wa OLED, makamaka pazinthu zosinthika.BOE pakadali pano ili ndi mizere isanu ndi umodzi yopangira OLED yomwe ikumangidwa kapena ikumangidwa.


Nthawi yotumiza: Sep-28-2021