Raws li South Kauslim xov xwm tshaj tawm rau Lub Xya Hli 7, cov qauv khoom siv ntawm Apple's MacBook cov lus qhia yuav dhau los hloov pauv tseem ceeb hauv 2025. Raws li tsab ntawv tshaj tawm tshiab los ntawm lub koom haum tshawb fawb kev lag luam Omdia, BOE yuav dhau LGD (LG Display) thawj zaug thiab xav tias yuav dhau los ua tus xa khoom loj tshaj plaws rau Apple's MacBook, suav txog ntau dua 50% ntawm kev ua lag luam.

Daim ntawv qhia: Tus naj npawb ntawm phau ntawv sau ua ke Apple yuav los ntawm cov tuam txhab vaj huam sib luag txhua xyoo (feem pua) (Source: Omdia)

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Daim ntawv tshaj tawm qhia tau hais tias BOE yuav tsum muab kwv yees li 11.5 lab phau ntawv qhia rau Apple hauv 2025, nrog rau kev lag luam sib koom ntawm 51%, nce 12 feem pua ​​ntawm cov ntsiab lus ntawm xyoo dhau los. Tshwj xeeb, BOE cov khoom siv ntawm 13.6 - inch thiab 15.3 - inch zaub, uas yog cov qauv tseem ceeb ntawm Apple's MacBook Air, maj mam nce.

Raws li txoj cai, LGD txoj kev lag luam feem yuav poob qis. LGD tau ntev los ua tus xa khoom loj ntawm phau ntawv qhia rau Apple, tab sis nws qhov kev faib khoom yuav tsum poob mus rau 35% hauv 2025. Daim duab no yog 9 feem pua ​​cov ntsiab lus qis dua li xyoo 2024, thiab tag nrho cov khoom ntim yuav tsum txo qis los ntawm 12.2% rau 8.48 lab units. Nws cia siab tias qhov no yog vim Apple hloov pauv ntawm MacBook Air zaub xaj los ntawm LGD rau BOE.

Sharp tseem tsom ntsoov rau kev muab 14.2 - nti thiab 16.2 - nti panels rau MacBook Pro. Txawm li cas los xij, vim qhov kev thov qeeb rau cov khoom lag luam no, nws cov khoom ntim hauv 2025 yuav tsum tau txo qis los ntawm 20.8% los ntawm xyoo dhau los mus rau 3.1 lab units. Raws li qhov tshwm sim, Sharp txoj kev lag luam feem tseem yuav poob mus rau kwv yees li 14%.

Omdia kwv yees tias Apple tag nrho MacBook vaj huam sib luag yuav hauv 2025 yuav ncav cuag li 22.5 lab units, ib xyoos - rau - xyoo nce ntawm 1%. Qhov no feem ntau yog vim hais tias, pib txij thaum kawg ntawm 2024, vim qhov tsis paub tseeb ntawm US kev lag luam tariff txoj cai, Apple tau hloov nws cov OEM tsim los ntawm Tuam Tshoj mus rau Nyab Laj thiab yuav cov khoom muag ua ntej rau cov qauv tseem ceeb ntawm MacBook Air. Qhov cuam tshuam yuav tsum txuas ntxiv mus rau lub quarter thib plaub ntawm 2024 thiab thawj peb lub hlis twg ntawm 2025.

Nws cia siab tias tom qab lub quarter thib ob ntawm 2025, feem ntau cov neeg muab khoom vaj huam sib luag yuav ntsib kev cia siab rau kev xa khoom xa tuaj, tab sis BOE tej zaum yuav yog qhov kev zam vim qhov kev thov txuas ntxiv rau MacBook Air.

Hauv kev teb rau qhov no, cov neeg sab hauv kev lag luam tau hais tias: "Kev nthuav dav ntawm BOE kev lag luam sib koom tsis yog vim nws cov nqi sib tw, tab sis kuj vim nws cov khoom tsim tau zoo thiab cov peev txheej loj tau lees paub."

Nws yog ib qho tsim nyog sau cia tias Apple tau txuas ntxiv siv cov thev naus laus zis LCD thev naus laus zis hauv nws cov khoom lag luam MacBook, suav nrog kev daws teeb meem siab, oxide backplanes, MiniLED backlights, thiab cov qauv tsim hluav taws xob qis, thiab npaj yuav maj mam hloov mus rau OLED zaub thev naus laus zis hauv ob peb xyoos tom ntej no.

Omdia kwv yees tias Apple yuav tshaj tawm OLED thev naus laus zis hauv MacBook series pib txij xyoo 2026. OLED muaj cov qauv sib dua thiab sib dua thiab cov duab zoo heev, yog li nws zoo li yuav dhau los ua cov cuab yeej tseem ceeb rau MacBooks yav tom ntej. Tshwj xeeb, Samsung Display xav tias yuav koom nrog Apple's MacBook cov khoom lag luam hauv xyoo 2026, thiab cov qauv uas twb muaj lawm tswj hwm los ntawm LCD yuav hloov pauv mus rau tus qauv kev sib tw tshiab los ntawm OLED.

Cov neeg sab hauv kev lag luam cia siab tias tom qab hloov mus rau OLED, kev sib tw thev naus laus zis ntawm Samsung, LG, thiab BOE yuav dhau los ua hnyav zuj zus.