Ma hope o ka hāʻule ʻana o 59% i ka makahiki 2023, manaʻo ʻia e hoʻi hou ka hoʻolilo ʻana o nā lako hōʻikeʻike i ka makahiki 2024, e ulu ana he 54% i $7.7B. Manaʻo ʻia e ʻoi aku ka wikiwiki o ka hoʻolilo ʻana o ka LCD ma mua o ka hoʻolilo ʻana o nā lako OLED ma $3.8B vs. $3.7B e helu ana i kahi pōmaikaʻi 49% a 47% me nā Micro OLED a me nā MicroLED e helu ana no ke koena.
I ka makahiki 2024, ʻo ka hale hana OLED G8.7 IT a Samsung Display, ʻo A6, ka mea e hoʻolilo nui loa me ka mahele 30%, ukali ʻia e ka hale hana LCD TM19 G8.6 a Tianma me ka mahele 25%, a me ka hale hana LCD t9 G8.6 a China Star me ka mahele 12%, a me ka hale hana LCD G6 LTPS a BOE B20 me ka mahele 9%. Ma ka huina, manaʻo ʻia ʻo Samsung Display e alakaʻi i ka hoʻolilo ʻana i nā lako hōʻike ma 2024 me ka mahele 31%, ukali ʻia e Tianma ma 28%, a me BOE ma 16%. Ua wānana ka DSCC i nā papa hana hou loa e ka ʻenehana hōʻike a hiki i ka makahiki 2028.
Manaʻo ʻia ʻo Canon/Tokki e alakaʻi me ka mahele 13.4% ma ke kumu hoʻouna me kā lākou loaʻa kālā i piʻi aʻe he 100% a ʻoi aku ma mua o $1B, e alakaʻi ana i ka ʻāpana FMM VTE a me #2 ma ka hōʻike ʻana. Manaʻo ʻia ʻo Applied Materials e paʻa i ke kūlana #2 me ka mahele 8.4% ma ka ulu ʻana o 60% e alakaʻi ana i ka CVD, TFE CVD, backplane ITO/IGZO sputtering a me CF sputtering a me ka 2 ma SEMs. Manaʻo ʻia ʻo Nikon, TEL a me V Technology e hoʻopau i ka 5 kiʻekiʻe. Manaʻo ʻia ka hapalua o nā 15 kiʻekiʻe e hauʻoli i ka ulu ʻana o 100% ma nā loaʻa kālā o nā lako hōʻike.
Manaʻo ʻia e helu nā hale hana IT no 78% o ka hoʻolilo ʻana i nā lako hōʻikeʻike 2024, mai 38%. Manaʻo ʻia e helu ka Mobile no ka mahele kiʻekiʻe loa aʻe ma 16%, mai 58%.
Manaʻo ʻia ʻo Oxide ke alakaʻi i ka hoʻolilo ʻana i nā lako hana ma 2024 e ka backplane me ka mahele he 43%, mai ka 2% i ukali ʻia e a-Si, LTPO, LTPS a me CMOS.
Ma ka ʻāina, manaʻo ʻia ʻo Kina e alakaʻi me ka 67% mahele, i lalo mai 83%, ukali ʻia e Korea me ka 32% mahele, i piʻi mai 2%.
Ka manawa hoʻouna: Mei-20-2024
