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LCD Supply and Demand Analysis and AMOLED Business Progress of BOE A

Mfundo Zofunika: Kampaniyo inanena kuti opanga makampani akugwiritsa ntchito njira ya "pofuna kupanga", kusintha mitengo yogwiritsira ntchito mzere malinga ndi kusintha kwa msika. M'gawo loyamba la 2025, motsogozedwa ndi kufunikira kwa kunja ndi ndondomeko ya "malonda", kufunikira kwa msika wotsiriza kunali kolimba, zomwe zinapangitsa kuti mitengo ikhale yowonjezereka ya mapanelo akuluakulu a LCD TV. Komabe, pambuyo pa gawo lachiwiri, kusintha kwa malonda apadziko lonse kunachititsa kuti kuzizirike pakufunika kogulira katundu, ndi mitengo yotsika mu July. Komabe, kufunikira kwa masheya akuyembekezeredwa kuyambiranso pang'onopang'ono mu Ogasiti, ndipo kugwiritsidwa ntchito kwamakampani kumabwereranso pang'ono.

 

Pa Julayi 30th, BOE A idapereka chilengezo chonena kuti ntchito yolumikizana ndi osunga ndalama idachitika kudzera pa msonkhano wapa Julayi 29, 2025, ikuyang'ana pazokambirana zokhuza kupezeka ndi kufunikira kwa LCD, momwe mitengo yamtengo wapatali, kupita patsogolo kwamabizinesi osinthika a AMOLED, komanso momwe msika ukuyendera m'tsogolomu.

 

Kampaniyo idanenanso kuti opanga mafakitale akutenga njira "yofuna kupanga", kusintha mitengo yogwiritsira ntchito potengera kusinthasintha kwa msika. Mu Q1 2025, kufunikira kwamphamvu pamsika - kolimbikitsidwa ndi zosowa zakunja ndi mfundo "zogulitsa" - zidakweza mitengo yamapanelo apa TV a LCD pagulu lonse. Komabe, potsatira gawo lachiwiri, kusintha kwa malonda apadziko lonse kunaziziritsa kufunikira kwa zogula, zomwe zinachititsa kuti mtengo utsike pang'ono mu July. Zikuyembekezeka kuti kufunikira kwa masheya kudzachira pang'onopang'ono mu Ogasiti, ndikupangitsa kutsika kwapang'onopang'ono pamagwiritsidwe ntchito amakampani.

 

Pankhani ya AMOLED yosinthika, kampaniyo yakhazikitsa maubwino pakukula kwamphamvu komanso ukadaulo. Cholinga chake chotumizira ndi mayunitsi a 140 miliyoni a 2024 ndi mayunitsi 170 miliyoni a 2025. Mu ndondomeko ya ndalama za 2024 za malonda a chipangizo chowonetsera, zinthu za TV, zinthu za IT, mafoni a m'manja a LCD ndi zinthu zina, ndipo zinthu za OLED zinali 26%, 34%, 13%, ndi 27% motsatira. Kampaniyo yayikanso ndalama pomanga mzere wopanga wa 8.6th-generation wa AMOLED, womwe ukuyembekezeka kukwaniritsa kupanga kwakukulu pofika kumapeto kwa 2026, ndikulimbitsanso mpikisano wake pamakampani owonetsa semiconductor.

 

Ponena za tsogolo lamakampani, kampaniyo ikukhulupirira kuti ntchito yowonetsera ikulowa nthawi yokonzanso. LCD ikhalabe ukadaulo wogwiritsa ntchito nthawi yayitali mpaka yayitali, pomwe msika wa OLED wapamwamba ukupitilizabe kuchita bwino.

 

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Nthawi yotumiza: Jul-31-2025