E ai ki ngā raraunga hou i tukuna e te kamupene rangahau mākete a Counterpoint Research, i te hauwhā tuarua o te tau 2025, tata ki te 50% o te mākete OLED o te ao e pā ana ki te nui o ngā tuku mai i ngā kaihanga papa whakaatu Hainamana.

E whakaatu ana ngā tatauranga i te hauwhā tuarua o te tau 2025, i puritia ngātahitia e BOE, Visionox, me CSOT (China Star Optoelectronics Technology) te 38% o te mākete OLED o te ao, he pikinga tata ki te 3 ōrau i whakaritea ki te hauwhā o mua. Ko BOE te tuarua o te ao me te 15% o te mākete, ā, i muri mai ko Visionox i te tuatoru me te 14%, me CSOT i te tuarima me te 9%. I noho tonu a Samsung Display hei kaiārahi o te ao me te 37% o te mākete, i te mea i puritia hoki e LG Display te 9% o te mākete, he rite ki a CSOT. Ina tāpirihia ngā hea mākete OLED o ētahi atu umanga Hainamana pēnei i a EverDisplay Optronics me Tianma Microelectronics, kua tata te hea mākete whānui o ngā kamupene Haina ki te 50%.

I tohu a Counterpoint Research, i te pakeketanga o te mekameka tuku o te umanga whakaaturanga, me te kaha ake o ngā painga utu, kei te tere te hopu a ngā panera OLED i hangaia i Haina i te mākete o te ao. E matapaetia ana e te pūrongo hou, i te tau 2028, ka piki ake te wahanga o te kaha whakaputa o ngā panera whakaaturanga Hainamana mai i te 68% i te tau 2023 ki te 75%.

Hei hopu i te mākete OLED e tere tipu haere ana mō ngā taputapu IT pēnei i ngā papa, ngā pona, me ngā aroturuki petipeti, kei te whakateretere ngā kaihanga papaaho Hainamana tae atu ki a BOE, Visionox, me CSOT i ngā haumitanga ki ngā raina whakaputa papaaho OLED o te whakatupuranga 8.6—he mea nui mō ngā taputapu IT o te whakatupuranga e whai ake nei—me te whakawhānui tere i tō rātou aroaro ki te mākete OLED e tipu haere ana e aro ana ki te IT. Kei te whakamahere a BOE ki te haumi i te 63 piriona yuan i te tau 2026 ki te hanganga o ngā raina whakaputa papaaho OLED IT o te whakatupuranga 8.6. Kei te whakaaro a Visionox ki te whakaoti i tētahi haumitanga o tētahi tauine rite i te tau 2027. E matapaetia ana hoki ka whakapuaki mana a CSOT i tana mahere haumitanga mō ngā papaaho OLED tāia o te whakatupuranga 8 i te haurua tuarua o te tau.

I whakaatuhia e te Counterpoint Research i piki ake ngā tukunga o ngā panera OLED o te ao i te hauwhā tuarua o te tau 2025 mā te 5% i ia hauwhā engari i heke paku mā te 2% i ia tau. I roto i ngā mākete wehewehe, i eke ngā tukunga o ngā panera OLED mō ngā mata tirotiro me ngā pona ki te tipu rua-mati, e whakaū ana anō hoki kei te huri ngā OLED e aro ana ki te hangarau mōhiohio hei kaiārahi hou mō te tipu o te umanga whakaaturanga.

He rerekē ki te tere o te whanaketanga o ngā umanga Hainamana, kāore anō a LGD (LG Display), te kaihanga panera nui o Kōrea ki te Tonga, kia whakapuaki i tana mahere haumi mō ngā panera OLED o te whakatipuranga 8.6.