Samsung Display ikukulitsa ndalama zake mu njira zopangira OLED za IT ndikusinthira ku OLED ya makompyuta a laputopu. Izi ndi njira yowonjezerera phindu pamene ikuteteza gawo la msika pakati pa kuukira kwa makampani aku China pa ma panel otsika mtengo a LCD. Ndalama zomwe ogulitsa ma panel owonetsera akuyenera kugwiritsa ntchito pa zida zopangira zikuyembekezeka kufika $7.7 biliyoni chaka chino, zomwe zikukwera ndi 54 peresenti chaka chino, malinga ndi kusanthula kwa DSCC pa Meyi 21.

Poganizira kuti ndalama zomwe zidagwiritsidwa ntchito zidatsika ndi 59 peresenti chaka chatha poyerekeza ndi chaka chatha, ndalama zomwe zidagwiritsidwa ntchito chaka chino zikuyembekezeka kukhala zofanana ndi zomwe zidagwiritsidwa ntchito mu 2022 pomwe chuma cha padziko lonse lapansi chidzabwerera m'mbuyo. Kampani yomwe ili ndi ndalama zambiri ndi Samsung Display, yomwe imayang'ana kwambiri ma OLED omwe ali ndi phindu lalikulu.

Samsung Display ikuyembekezeka kuyika ndalama zokwana $3.9 biliyoni, kapena 30 peresenti, chaka chino kuti imange fakitale yake ya 8.6-g OLED ya IT, malinga ndi DSCC. IT ikutanthauza mapanelo apakatikati monga ma laputopu, mapiritsi ndi zowonetsera zamagalimoto, zomwe ndi zazing'ono poyerekeza ndi ma TVS. OLED ya m'badwo wa 8.6 ndi gulu laposachedwa la OLED lomwe lili ndi galasi lalikulu la 2290x2620mm, lomwe ndi lalikulu nthawi pafupifupi 2.25 kuposa gulu la OLED la m'badwo wakale, zomwe zimapereka zabwino pankhani yogwira ntchito bwino komanso mtundu wa zithunzi.

Tianma ikuyembekezeka kuyika ndalama zokwana $3.2 biliyoni, kapena 25 peresenti, kuti imange fakitale yake ya LCD ya mibadwo 8.6, pomwe TCL CSOT ikuyembekezeka kuyika ndalama zokwana $1.6 biliyoni, kapena 12 peresenti, kuti imange fakitale yake ya LCD ya mibadwo 8.6.BOE ikuyika ndalama zokwana $1.2 biliyoni (9 peresenti) kuti imange fakitale ya LTPS LCD ya m'badwo wachisanu ndi chimodzi.

Chifukwa cha ndalama zambiri zomwe Samsung Display yayika pa zipangizo za OLED, ndalama zomwe zagwiritsidwa ntchito pa zipangizo za OLED zikuyembekezeka kufika $3.7 biliyoni chaka chino. Poganizira kuti ndalama zonse zomwe zagwiritsidwa ntchito pa zipangizo za LCD ndi $3.8 biliyoni, ndalama zomwe mbali ziwirizi zayika pa kupanga zinthu zambiri za OLED ndi LCD zawonjezeka. Ndalama zotsala za $200 miliyoni zidzagwiritsidwa ntchito popanga zinthu zambiri za Micro-OLED ndi Micro-LED.

Mu Novembala, BOE idaganiza zoyika ndalama zokwana 63 biliyoni yuan kuti imange fakitale yopanga zinthu zambiri ya mapanelo a OLED a mibadwo 8.6 a IT, cholinga chake ndi kukwaniritsa kupanga zinthu zambiri pofika kumapeto kwa chaka cha 2026, malinga ndi magwero a makampani. Mapanelo a IT ndi 78 peresenti ya ndalama zonse zomwe zidayikidwa mu zida zowonetsera. Ndalama zomwe zidayikidwa mu mapanelo oyenda ndi mafoni ndi 16 peresenti.

Kutengera ndi ndalama zambiri zomwe zagwiritsidwa ntchito, Samsung Display ikukonzekera kutsogolera msika wa ma OLED panel a ma laputopu ndi ma screen a m'galimoto, zomwe zikuyembekezeka kukula kwambiri kuyambira chaka chino. Choyamba, Samsung ipereka ma OLED panel apakatikati kwa opanga ma laputopu ku United States ndi Taiwan, zomwe zimapangitsa kuti msika ukhale wofunikira kwambiri pa ma laputopu apamwamba. Kenako, izi zithandiza kusintha kwa ma screen a m'galimoto kuchokera ku LCD kupita ku OLED popereka ma OLED apakatikati kwa opanga magalimoto.