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Ndalama Zogulira Zipangizo Zowonetsera Zidzabwereranso mu 2024

Pambuyo pa kutsika kwa 59% mu 2023, ndalama zomwe zimagwiritsidwa ntchito powonetsera zikuyembekezeka kukweranso mu 2024, zomwe zikukula ndi 54% kufika pa $7.7B. Ndalama zomwe zimagwiritsidwa ntchito pa LCD zikuyembekezeka kukwera kuposa ndalama zomwe zimagwiritsidwa ntchito pa OLED pa $3.8B poyerekeza ndi $3.7B zomwe zimapangitsa kuti pakhale phindu la 49% mpaka 47% pomwe ma Micro OLED ndi ma MicroLED akuchulukirachulukira.

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Chitsime: Lipoti la DSCC la Kuwonetsa Kotala ndi Kapepala ka Msika wa Zida

Mu 2024, Samsung Display's G8.7 IT OLED fab, A6, idzagwiritsa ntchito ndalama zambiri kwambiri ndi gawo la 30% kutsatiridwa ndi Tianma's TM19 G8.6 LCD fab yokhala ndi gawo la 25% ndi China Star's t9 G8.6 LCD fab yokhala ndi gawo la 12% ndi BOE's G6 LTPS LCD fab B20 yokhala ndi gawo la 9%. Ponseponse, Samsung Display ikuyembekezeka kutsogolera mu 2024 kugwiritsa ntchito zida zowonetsera ndi gawo la 31% kutsatiridwa ndi Tianma pa 28% ndi BOE pa 16%. Malonda aposachedwa a DSCC akuwonetsa nthawi zabwino kwambiri pogwiritsa ntchito ukadaulo wowonetsera mpaka 2028.

Canon/Tokki akuyembekezeka kukhala patsogolo ndi gawo la 13.4% potengera kutumiza, ndipo ndalama zomwe amapeza zakwera ndi 100% kufika pa $1B, zomwe zikutsogolera gawo la FMM VTE ndi #2. Applied Materials ikuyembekezeka kukhala pa nambala 2 ndi gawo la 8.4% pakukula kwa 60%, zomwe zikutsogolera kukula kwa CVD, TFE CVD, backplane ITO/IGZO sputtering ndi CF sputtering ndi yachiwiri mu SEMs. Nikon, TEL ndi V Technology akuyembekezeka kukhala pamwamba pa 5. Theka la 15 apamwamba akuyembekezeka kusangalala ndi kukula kwa 100% kwa ndalama zomwe amapeza pazida zowonetsera.

Makampani opanga zinthu za IT akuyembekezeka kuwerengera 78% ya ndalama zomwe zidagwiritsidwa ntchito mu 2024, kuchokera pa 38%. Mafoni akuyembekezeka kuwerengera gawo lotsatira lalikulu kwambiri pa 16%, kuchokera pa 58%.

Oxide ikuyembekezeka kutsogolera mu 2024 kugwiritsa ntchito zida ndi backplane ndi gawo la 43%, kuchokera pa 2% kutsatiridwa ndi a-Si, LTPO, LTPS ndi CMOS.

Malinga ndi chigawo, China ikuyembekezeka kukhala patsogolo ndi gawo la 67%, kuchokera pa 83%, kutsatiridwa ndi Korea ndi gawo la 32%, kuchokera pa 2%.


Nthawi yotumizira: Meyi-20-2024