Cov Ntsiab Lus Tseem Ceeb: Lub tuam txhab tau hais tias cov chaw tsim khoom hauv kev lag luam tab tom siv txoj kev "ua raws li qhov xav tau", kho cov nqi siv cov kab ntau lawm raws li kev hloov pauv ntawm kev xav tau ntawm kev ua lag luam. Hauv peb lub hlis thawj zaug ntawm xyoo 2025, tsav los ntawm kev xav tau xa tawm thiab txoj cai "kev pauv pauv", qhov kev xav tau ntawm kev ua lag luam kawg tau muaj zog, ua rau muaj kev nce ntxiv ntawm cov nqi ntawm cov vaj huam sib luag LCD TV loj. Txawm li cas los xij, tom qab peb lub hlis thib ob, kev hloov pauv hauv qhov chaw lag luam thoob ntiaj teb ua rau kev xav tau vaj huam sib luag txias, nrog rau cov nqi poob qis hauv Lub Xya Hli. Txawm li cas los xij, kev xav tau cov vaj huam sib luag yuav maj mam rov qab los rau Lub Yim Hli, thiab kev siv ntawm kev lag luam yuav rov qab me ntsis.

Thaum Lub Xya Hli 30, BOE A tau tshaj tawm tias muaj kev sib raug zoo nrog cov tub ua lag luam los ntawm kev sib tham hauv xov tooj thaum Lub Xya Hli 29, 2025, uas tsom mus rau kev sib tham txog kev muab khoom thiab kev thov LCD, cov qauv nqi khoom, kev nce qib hauv kev lag luam AMOLED hloov pauv tau, thiab kev lag luam yav tom ntej.

Lub tuam txhab tau hais tias cov chaw tsim khoom lag luam tab tom siv txoj kev "ua raws li qhov xav tau", kho cov nqi siv cov kab ntau lawm raws li kev hloov pauv ntawm kev ua lag luam. Hauv Q1 2025, kev thov khoom lag luam kawg muaj zog - vim muaj kev xav tau xa khoom tawm thiab txoj cai "kev pauv khoom" - thawb cov nqi ntawm cov vaj huam sib luag LCD TV thoob plaws lub rooj tsavxwm. Txawm li cas los xij, tom qab lub quarter thib ob, kev hloov pauv hauv kev lag luam thoob ntiaj teb tau ua rau kev thov yuav vaj huam sib luag txias, ua rau tus nqi poob me ntsis hauv lub Xya Hli. Nws tau kwv yees tias kev thov khoom yuav rov qab maj mam hauv lub Yim Hli, tsav tsheb rov qab los ntawm kev siv lag luam.

Hais txog AMOLED uas yoog tau, lub tuam txhab tau tsim kom muaj qhov zoo hauv kev tsim khoom thiab thev naus laus zis. Lub hom phiaj xa khoom yog 140 lab units rau xyoo 2024 thiab 170 lab units rau xyoo 2025. Hauv cov qauv nyiaj tau los xyoo 2024 ntawm kev lag luam khoom siv tso saib, cov khoom TV, cov khoom IT, LCD xov tooj ntawm tes thiab lwm yam khoom, thiab cov khoom OLED suav txog 26%, 34%, 13%, thiab 27% feem. Lub tuam txhab kuj tau nqis peev rau kev tsim cov kab tsim khoom AMOLED tiam 8.6, uas xav tias yuav ua tiav kev tsim khoom loj thaum kawg ntawm xyoo 2026, ntxiv dag zog rau nws qhov kev sib tw hauv kev lag luam tso saib semiconductor.

Hais txog yav tom ntej ntawm kev lag luam, lub tuam txhab ntseeg tias kev lag luam zaub mov tab tom nkag mus rau lub sijhawm rov ua kom sib npaug. LCD yuav tseem yog cov thev naus laus zis tseem ceeb hauv nruab nrab mus rau lub sijhawm ntev, thaum lub khw muag khoom OLED siab tseem txuas ntxiv ua kom muaj kev vam meej.

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