Malinga ndi malipoti atolankhani aku South Korea pa Julayi 7, mawonekedwe operekera ma MacBook a Apple asintha kwambiri mu 2025. Malinga ndi lipoti laposachedwa lochokera ku bungwe lofufuza zamsika la Omdia, BOE idzaposa LGD (LG Display) kwa nthawi yoyamba ndipo ikuyembekezeka kukhala wamkulu wogulitsa zowonetsa za MacBook ya Apple, yowerengera gawo la msika wa 50%.

Tchati: Chiwerengero cha mapanelo a notebook omwe Apple amagula kuchokera kwa opanga mapanelo chaka chilichonse (peresenti) (Chitsime: Omdia)

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Lipotilo likuwonetsa kuti BOE ikuyembekezeka kupereka zowonetsa pafupifupi 11.5 miliyoni ku Apple mu 2025, ndi gawo la msika la 51%, kuwonjezeka kwa 12 peresenti kuyambira chaka chatha. Makamaka, mawonekedwe a BOE a 13.6 - inch ndi 15.3 - inch mawonetsero, omwe ndi zitsanzo zazikulu za Apple MacBook Air, akuwonjezeka pang'onopang'ono.

Momwemonso, gawo la msika la LGD lidzatsika. LGD yakhala ikugulitsa kwambiri mawonedwe a kope la Apple, koma gawo lake loperekera likuyembekezeka kutsika mpaka 35% mu 2025. Chiwerengerochi ndi 9 peresenti yotsika kuposa yomwe ili mu 2024, ndipo chiwerengero chonse chopereka chikuyembekezeka kuchepa ndi 12.2% mpaka 8.48 miliyoni. Izi zikuyembekezeka chifukwa cha kusamutsa kwa Apple kwa ma MacBook Air owonetsa kuchokera ku LGD kupita ku BOE.

Sharp imayang'anabe pakupereka mapanelo a 14.2 - inch ndi 16.2 - inch a MacBook Pro. Komabe, chifukwa cha kuchepa kwa kuchuluka kwa zinthu izi, kuchuluka kwake mu 2025 kukuyembekezeka kutsika ndi 20.8% kuchokera chaka cham'mbuyo kufika pa mayunitsi 3.1 miliyoni. Zotsatira zake, msika wa Sharp udzatsikanso pafupifupi 14%.

Omdia akuneneratu kuti chiwerengero chonse cha Apple cha MacBook chogula mu 2025 chidzafika pafupifupi mayunitsi 22.5 miliyoni, pachaka - kuwonjezeka kwa chaka ndi 1%. Izi zili choncho chifukwa, kuyambira kumapeto kwa chaka cha 2024, chifukwa cha kusatsimikizika kwa mfundo zamitengo yamalonda yaku US, Apple yasintha maziko ake opanga OEM kuchokera ku China kupita ku Vietnam ndikugula zinthu pasadakhale zamitundu yayikulu ya MacBook Air. Zotsatirazi zikuyembekezeka kupitilira gawo lachinayi la 2024 ndi kotala yoyamba ya 2025.

Zikuyembekezeka kuti pambuyo pa gawo lachiwiri la 2025, ambiri ogulitsa magulu adzayang'anizana ndi ziyembekezo zotumiza, koma BOE ikhoza kukhala yosiyana chifukwa chakufunika kwa MacBook Air.

Poyankha izi, ogwira ntchito zamakampani adanena kuti: "Kukula kwa gawo la msika wa BOE sikungokhala chifukwa cha mpikisano wamtengo wapatali, komanso chifukwa chakuti khalidwe lake lopanga komanso luso lalikulu loperekera ndalama zadziwika."

Ndizofunikira kudziwa kuti Apple yakhala ikugwiritsa ntchito matekinoloje apamwamba a LCD mumzere wake wazinthu za MacBook, kuphatikiza mawonekedwe apamwamba, ma oxide backplanes, zounikira kumbuyo za MiniLED, ndi mapangidwe amagetsi otsika, ndipo ikukonzekera kusintha pang'onopang'ono kupita kuukadaulo wowonetsa OLED m'zaka zingapo zikubwerazi.

Omdia akuneneratu kuti Apple idzayambitsa mwalamulo teknoloji ya OLED mu MacBook mndandanda kuyambira 2026. OLED ili ndi mawonekedwe ochepetsetsa komanso opepuka komanso mawonekedwe abwino kwambiri azithunzi, kotero ikhoza kukhala teknoloji yaikulu yowonetsera MacBooks yamtsogolo. Makamaka, Samsung Display ikuyembekezeka kujowina Apple's MacBook supply chain mu 2026, ndipo mawonekedwe omwe alipo omwe amatsogozedwa ndi LCD asintha kukhala mtundu watsopano wampikisano woyendetsedwa ndi OLED.

Okhala m'makampani amayembekeza kuti atasinthira ku OLED, mpikisano waukadaulo pakati pa Samsung, LG, ndi BOE udzakula kwambiri.