Samsung Display tab tom nthuav nws cov peev txheej hauv OLED cov kab ntau lawm rau IT thiab hloov mus rau OLED rau cov khoos phis tawj phau ntawv sau. Qhov kev txav mus los no yog ib lub tswv yim los txhawb kev ua lag luam thaum tiv thaiv kev lag luam thaum cov tuam txhab Suav tawm tsam rau cov vaj huam sib luag LCD pheej yig. Kev siv nyiaj rau cov khoom siv tsim khoom los ntawm cov neeg muab khoom vaj huam sib luag zaub yuav tsum ncav cuag $ 7.7 billion xyoo no, nce 54 feem pua ​​​​​​xyoo-rau-xyoo, raws li DSCC kev tshuaj xyuas rau lub Tsib Hlis 21.

Xav txog tias kev siv nyiaj rau cov khoom siv tau poob qis 59 feem pua ​​xyoo tas los piv rau xyoo dhau los, kev siv nyiaj rau xyoo no yuav zoo ib yam li xyoo 2022 thaum lub ntiaj teb kev lag luam rov zoo. Lub tuam txhab uas muaj kev nqis peev loj tshaj plaws yog Samsung Display, uas tsom mus rau OLEDs uas muaj nqis ntxiv.

Samsung Display xav tias yuav nqis peev txog li $ 3.9 billion, lossis 30 feem pua, xyoo no los tsim nws lub Hoobkas OLED 8.6-g rau IT, raws li DSCC. IT hais txog cov vaj huam sib luag nruab nrab xws li laptops, ntsiav tshuaj thiab cov zaub tsheb, uas me dua piv rau TVS. OLED tiam 8.6 yog vaj huam sib luag OLED tshiab tshaj plaws nrog lub iav substrate loj ntawm 2290x2620mm, uas yog li 2.25 npaug loj dua li OLED tiam dhau los, muab cov txiaj ntsig zoo ntawm kev ua haujlwm zoo thiab cov duab zoo.

Tianma xav tias yuav nqis peev li $ 3.2 billion, lossis 25 feem pua, los tsim nws lub Hoobkas LCD 8.6-tiam, thaum TCL CSOT xav tias yuav nqis peev li $ 1.6 billion, lossis 12 feem pua, los tsim nws lub Hoobkas LCD 8.6-tiam.BOE tab tom nqis peev kwv yees li $ 1.2 billion (9 feem pua) los tsim lub Hoobkas LCD LTPS tiam thib rau.

Ua tsaug rau Samsung Display qhov kev nqis peev loj heev rau cov khoom siv OLED, kev siv nyiaj rau cov khoom siv OLED yuav nce mus txog $ 3.7 billion xyoo no. Xav txog tias tag nrho cov kev siv nyiaj rau cov khoom siv LCD yog $ 3.8 billion, ob tog kev nqis peev hauv OLED thiab LCD kev tsim khoom loj tau tshwm sim. $ 200 lab seem yuav siv rau kev tsim khoom loj ntawm Micro-OLED thiab Micro-LED panels.

Thaum Lub Kaum Ib Hlis, BOE tau txiav txim siab nqis peev 63 billion yuan los tsim ib lub Hoobkas tsim khoom loj rau 8.6-tiam OLED panels rau IT, lub hom phiaj kom ua tiav kev tsim khoom loj thaum kawg ntawm xyoo 2026, raws li cov peev txheej kev lag luam. IT panels suav txog 78 feem pua ​​ntawm tag nrho cov peev txheej hauv cov khoom siv tso saib. Kev nqis peev hauv cov mobile panels suav txog 16 feem pua.

Raws li kev nqis peev loj heev, Samsung Display npaj yuav ua tus thawj coj hauv kev lag luam OLED vaj huam sib luag rau cov laptops thiab cov zaub hauv tsheb, uas xav tias yuav loj hlob ntau xyoo no. Ua ntej, Samsung yuav muab cov vaj huam sib luag OLED nruab nrab rau cov chaw tsim khoom phau ntawv sau hauv Tebchaws Meskas thiab Taiwan, tsim kom muaj kev thov ua lag luam uas tsom mus rau cov laptops siab heev. Tom ntej no, nws yuav pab txhawb kev hloov pauv ntawm cov zaub hauv tsheb los ntawm LCD mus rau OLED los ntawm kev muab cov vaj huam sib luag OLED nruab nrab rau cov chaw tsim khoom tsheb.