Whai muri i te hekenga o te 59% i te tau 2023, e matapaetia ana ka hoki anō te whakapaunga mō ngā taputapu whakaatu i te tau 2024, ka tipu mā te 54% ki te $7.7B. E matapaetia ana ka nui ake te whakapaunga mō te LCD i te whakapaunga mō ngā taputapu OLED i te $3.8B, ki te $3.7B, he painga tēnei mō te 49% ki te 47%, ā, ko ngā Micro OLED me ngā MicroLED te toenga.
I te tau 2024, ko te waea OLED G8.7 IT a Samsung Display, A6, te mea nui rawa atu mō te whakapaunga me te 30% o te hea, ā, ko te waea LCD TM19 G8.6 a Tianma me te 25% o te hea, ko te waea LCD t9 G8.6 a China Star me te 12% o te hea, me te waea LCD G6 LTPS a BOE B20 me te 9%. I te katoa, e matapaetia ana ko Samsung Display te kaiārahi i te whakapaunga taputapu whakaatu i te tau 2024 me te 31% o te hea, ā, ko te waea Tianma me te 28% me te BOE me te 16%. E matapaetia ana e te DSCC ngā wātaka hanga mā te hangarau whakaatu tae noa ki te tau 2028.
E matapaetia ana ko Canon/Tokki te kaiārahi me te 13.4% hea i runga i te tuku me ā rātou moni whiwhi kua piki ake i te 100% ki te neke atu i te $1B, e ārahi ana i te wāhanga FMM VTE me te nama tuarua i roto i te whakaaturanga. E matapaetia ana ko Applied Materials te kaiārahi i te nama tuarua me te 8.4% hea i runga i te tipu 60% e ārahi ana i roto i te CVD, TFE CVD, backplane ITO/IGZO sputtering me te CF sputtering me te tuarua i roto i te SEM. E matapaetia ana ko Nikon, TEL me V Technology te whakaoti i te 5 o runga. E matapaetia ana ko te haurua o te 15 o runga ka whiwhi i te tipu neke atu i te 100% i roto i ngā moni whiwhi taputapu whakaaturanga.
E matapaetia ana ko ngā kamupene hangarau mōhiohio te 78% o ngā whakapaunga taputapu whakaaturanga o te tau 2024, he pikinga mai i te 38%. E matapaetia ana ko te waea pūkoro te whai i te wāhanga teitei e whai ake nei, arā, ko te 16%, he hekenga mai i te 58%.
E matapaetia ana ko te Oxide te kaiārahi i te whakapaunga taputapu i te tau 2024 mā te backplane me te 43% o te hea, he pikinga mai i te 2%, ā, ko te a-Si, LTPO, LTPS me te CMOS te mea e whai ake nei.
Mō te rohe, e matapaetia ana ko Haina te kaiārahi me te 67% o te hea, he heke iho i te 83%, ā, ko Korea te kaiārahi me te 32% o te hea, he pikinga ake i te 2%.
Te wā tuku: Mei-20-2024

