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Te pikinga ake o te haumitanga a te umanga whakaaturanga i tēnei tau

Kei te whakawhānui ake a Samsung Display i ana haumitanga ki ngā raina whakaputa OLED mō te hangarau mōhiohio, ā, kei te neke ki te OLED mō ngā rorohiko pona. He rautaki tēnei nekehanga hei whakanui ake i te hua me te tiaki i te wāhi mākete i waenganui i te whakaeke a ngā kamupene Haina ki ngā panera LCD utu iti. E matapaetia ana ka eke te whakapaunga a ngā kaiwhakarato panera whakaaturanga ki ngā taputapu whakaputa ki te $7.7 piriona i tēnei tau, he pikinga 54 ōrau ia tau, e ai ki te tātaritanga a te DSCC i te 21 o Mei.

 

I te mea kua heke te whakapaunga taputapu mā te 59 ōrau i tērā tau ki tērā tau, e matapaetia ana ka rite te whakapaunga whakapaipai i tēnei tau ki te tau 2022 ina ora ake te ōhanga o te ao. Ko te kamupene me te haumi nui rawa atu ko Samsung Display, e aro ana ki ngā OLED uara nui tāpiri.

E matapaetia ana ka haumi a Samsung Display i te $3.9 piriona, arā, 30 ōrau, i tēnei tau hei hanga i tana wheketere OLED whakaputanga 8.6-g mō te hangarau mōhiohio, e ai ki te DSCC. Ko te IT e pā ana ki ngā panera rahi-waenga pērā i ngā pona, ngā papa me ngā whakaaturanga motuka, he iti noa iho ki te whakataurite ki ngā pouaka whakaata. Ko te OLED o te whakatipuranga 8.6 te panera OLED hou rawa atu me te rahi o te papa karāhe he 2290x2620mm, he 2.25 ngā wā te nui ake i te panera OLED o te whakatipuranga o mua, e tuku ana i ngā painga e pā ana ki te whai huatanga o te whakaputa me te kounga o te ahua.

E matapaetia ana ka haumi a Tianma i te $3.2 piriona, arā, 25 ōrau, hei hanga i tana tipu LCD whakatipuranga 8.6, ko TCL CSOT ia e matapaetia ana ka haumi i te $1.6 piriona, arā, 12 ōrau, hei hanga i tana tipu LCD whakatipuranga 8.6.Kei te haumi a BOE i te $1.2 piriona (9 ōrau) hei hanga i tētahi tipu LCD LTPS o te ono o ngā whakatipuranga.

 

Nā te haumitanga nui a Samsung Display ki ngā taputapu OLED, e matapaetia ana ka eke te whakapaunga taputapu OLED ki te $3.7 piriona i tēnei tau. I te mea ko te tapeke o te whakapaunga ki ngā taputapu LCD he $3.8 piriona, kua puta ake te haumitanga a ngā taha e rua ki te hanga papatipu OLED me te LCD. Ko te toenga $200 miriona ka whakamahia mō te hanga papatipu o ngā panera Micro-OLED me Micro-LED.

I te marama o Whiringa-ā-rangi, i whakatau a BOE ki te haumi i te 63 piriona yuan hei hanga i tētahi tipu whakaputa papatipu mō ngā panera OLED 8.6-whakatipuranga mō te hangarau mōhiohio, me te whai kia tutuki te whakaputa papatipu i te mutunga o te tau 2026, e ai ki ngā puna o te umanga. Ko ngā panera IT e 78 ōrau o te haumitanga katoa ki ngā taputapu whakaaturanga. Ko te haumitanga ki ngā panera pūkoro e 16 ōrau.

I runga i te haumitanga nui, kei te whakamahere a Samsung Display ki te ārahi i te mākete panera OLED mō ngā pona me ngā whakaaturanga i roto i te motuka, e matapaetia ana ka tipu nui mai i tēnei tau. Hei tīmatanga, ka tukuna e Samsung ngā panera OLED rahi-waenga ki ngā kaihanga pona i te United States me Taiwan, ka hangaia te tono mākete e aro ana ki ngā pona teitei. Muri iho, ka āwhina i te whakawhiti o ngā whakaaturanga i roto i te motuka mai i te LCD ki te OLED mā te tuku panera OLED rahi-waenga ki ngā kaihanga motuka.


Wā tuku: Pipiri-11-2024