Wahi a ka ʻikepili hou i hoʻokuʻu ʻia e ka hui noiʻi mākeke ʻo Counterpoint Research, i ka lua o ka hapaha o 2025, ua helu nā mea hana panel hōʻike Kina ma kahi o 50% o ka mākeke OLED honua e pili ana i ka nui o ka hoʻouna.
Hōʻike nā helu helu ma Q2 2025, ʻo BOE, Visionox, a me CSOT (China Star Optoelectronics Technology) i hui pū ʻia i ka 38% o ka mākeke OLED honua, kahi piʻi o 3 mau pākēneka i hoʻohālikelike ʻia i ka hapaha mua. Ua helu ʻo BOE i ka lua ma ka honua holoʻokoʻa me ka māhele mākeke 15%, a ukali ʻia e Visionox ma ke kolu o ka wahi me 14%, a me CSOT ma ka ʻelima o ka wahi me 9%. Ua hoʻomau ʻo Samsung Display i ke alakaʻi honua me ka māhele mākeke 37%, aʻo LG Display hoʻi i paʻa i ka 9% mahele, ma ka par me CSOT. I ka hoʻokomo ʻana i nā māhele mākeke OLED o nā ʻoihana Kina ʻē aʻe e like me EverDisplay Optronics a me Tianma Microelectronics, ua hoʻokokoke ka mākeke holoʻokoʻa o nā hui Kina i 50%.
Ua hōʻike ʻo Counterpoint Research i ka ulu ʻana o ke kaulahao hoʻolako ʻoihana hōʻikeʻike a hoʻoikaika ʻia nā kumu kūʻai, ua hopu wikiwiki nā panela OLED i hana ʻia ma Kina i ka mākeke honua. ʻO ka hōʻike hou loa e wānana ana ma 2028, e piʻi aʻe ka nui o ka hoʻomohala honua o nā paneli hōʻike Kina mai 68% i 2023 a i 75%.
No ka hopu ʻana i ka mākeke OLED e ulu wikiwiki ana no nā polokalamu IT e like me nā papa, laptops, a me nā mākaʻikaʻi pāʻani, ʻo nā mea hana panel Kina e like me BOE, Visionox, a me CSOT e hoʻolalelale ana i nā hoʻopukapuka ma nā laina hana OLED panel 8.6th-he mea pono no nā polokalamu IT e hiki mai ana - a me ka hoʻonui wikiwiki ʻana i ko lākou hele ʻana i ka mākeke OLED IT-oriented. Hoʻolālā ʻo BOE e hoʻolilo i 63 biliona yuan e 2026 i ke kūkulu ʻana i nā laina hana 8.6th-generation IT OLED panel. Ke manaʻo nei ʻo Visionox e hoʻopau i kahi hoʻopukapuka o kahi pālākiō like ma 2027. Manaʻo ʻia ʻo CSOT e hoʻolaha maʻamau i kāna hoʻolālā hoʻopukapuka no ka 8th-generation paʻi ʻia nā panela OLED i ka hapa lua o ka makahiki.
Ua hōʻike ʻo Counterpoint Research i ka hoʻouna ʻana o ka panel OLED honua i ka Q2 2025 i hoʻonui ʻia e 5% quarter-on-quarter akā ua hoʻemi iki ʻia e 2% makahiki-ma-makahiki. Ma nā mākeke ʻāpana, hoʻouna ʻia nā papa OLED no nā mākaʻikaʻi a me nā kamepiula i loaʻa i ka ulu pālua ʻelua, e hōʻoia hou ana e lilo ana nā OLED i kā IT i mea hoʻokele hou o ka ulu ʻana i ka ʻoihana hōʻike.
I ka hoʻohālikelike ʻana i ka holomua wikiwiki o nā ʻoihana Kina, ʻaʻole i hoʻolaha ka mea hana panel nui o South Korea LGD (LG Display) i kāna hoʻolālā hoʻolālā no nā panela OLED 8.6th-generation.
Ka manawa hoʻouna: Sep-13-2025

