Msika wa ma panel owunikira mu 2025 unawona kagwiridwe ka ntchito kosayerekezeka: makampani opanga zinthu adafulumizitsa kusungidwa kwa ma panel poyankha mavuto omwe amadza chifukwa cha mfundo zamisonkho ku North America, ndipo msikawo pambuyo pake unazizira ndipo kugula pang'onopang'ono kunabwerera kunzeru. Polowa chaka chatsopano, malinga ndi kafukufuku wa AVC Revo, opanga ma panel apamwamba akhazikitsa mapulani awo oyamba a 2026. Nazi zomwe zikuyembekezeka kuti zidzasinthe mawonekedwe a ma panel owunikira mu 2026:

Njira 1: Msika wamasheya womwe ukuchepa kukula konse

Msika womaliza wa owunikira unawona magwiridwe antchito abwino mu 2025, pomwe msika wa mapanelo unachita bwino pang'ono ndi kukula komwe kukuyembekezeka chaka ndi chaka (YoY) kwa 1.7%, chifukwa cha kusungidwa kwa makampani pasadakhale kwa misika yakunja ndi kugula mwachangu kuti athandizire malonda motsatira mfundo zothandizira zamkati. Poyang'ana patsogolo ku 2026, kufunikira kwa msika wakunja kuli mu gawo lochepa lobwezeretsa, ndipo msika wakunyumba, womwe wakhalabe wapamwamba m'zaka ziwiri zapitazi, udzakumana ndi zovuta zazikulu, zomwe zingayambitse kukula kochepa pamsika womaliza. Izi zipangitsa kuti msika wogula ukhale wofooka, ndipo kuchuluka kwa zinthu zomwe zimatumizidwa (kuphatikiza OLED) kukuyembekezeka kukula ndi 0.4% YoY mu 2026.

Kuchuluka kwa Kutumiza kwa Panel ya 2021-2026F MNT ndi Kukula kwa Chaka

Gwero la Deta: AVC Revo Unit: Miliyoni ya zidutswa, %
https://www.perfectdisplay.com/copy-23-8-ips-fhd-240hz-gaming-monitor-product/
https://www.perfectdisplay.com/23-8-ips-fhd-240hz-gaming-monitor-product/
https://www.perfectdisplay.com/49-va-curved-1500r-165hz-gaming-monitor-2-product/

Njira Yachiwiri: Kachitidwe ka zinthu kakupitilirabe kuyang'ana kwambiri opanga zinthu ku China, ndipo gawo lawo pamsika likuyembekezeka kufika pa 70%

Opanga mapanelo apamwamba atengera njira zosiyanasiyana zotumizira katundu pokonzekera kupereka katundu. Osewera aku South Korea LGD ndi SDC akuyang'ana kwambiri pamsika wa OLED, pomwe LGD ikukonzekera kuchepetsa kutumiza kwa mapanelo ake a LCD mu 2026. Opanga mapanelo aku Taiwan AUO ndi Innolux akhazikitsa mapulani okhazikika otumizira mapanelo a MNT a 2026; popeza akuika patsogolo zinthu zopindulitsa kwambiri, kuchuluka kwa mapanelo awo a MNT kukupitirirabe, poyang'ana kwambiri zopereka zosiyanasiyana. Opanga mapanelo aku China akhala akukula kwambiri pakupanga ndi kuchuluka kwa katundu m'zaka ziwiri zapitazi. Mu 2026, chifukwa cha kukwera kwa mizere yopanga ya CSOT T11 ndi HKC H4, kutumiza kwawo kukuyembekezeka kukwera kwambiri. Mphamvu yopanga mapanelo a BOE a MNT siili yofunika kwambiri, komabe kampaniyo ikadali ndi mphamvu zochepa pakukula kwa katundu. Tianma ikusintha njira zake zoperekera mapanelo a MNT: ngakhale ipitiliza kufulumizitsa chitukuko cha zinthu mu 2026, idzasintha kupita ku kukula kosasintha kwa kuchuluka kwa katundu wotumizidwa. Pogwiritsa ntchito njira zosiyanasiyanazi, gawo la msika wa opanga ma panel aku China likuyembekezeka kukula kuchoka pa 68% mu 2025 kufika pa 70% mu 2026.

Chitsanzo cha Kupereka Ma Panel a 2021-2026F MNT ndi Gawo la Msika

Gwero la Deta: AVC Revo Unit: %
https://www.perfectdisplay.com/27-fast-ips-fhd-240hz-gaming-monitor-product/
https://www.perfectdisplay.com/27-ips-qhd-280hz-gaming-monitor-2-product/
https://www.perfectdisplay.com/27-ips-qhd-280hz-gaming-monitor-product/

Njira Yachitatu: Kukweza zinthu ku magawo akale akuyembekezekabe kupititsa patsogolo kukula kwa misika ya niche

Kwa zaka ziwiri zapitazi, msika wamakono wa ma monitor wakhala ndi gawo la "kusintha kwa magawo pamodzi ndi kutsika kwa mitengo". Poganizira za malo ocheperako ogwiritsa ntchito, osewera akutsogolo ndi kumbuyo akuyembekeza kukweza zinthu kuti apitirize kukopa ogula. Zotsatira zake, magawo achikhalidwe okhudzana ndi ma panel akusinthidwa nthawi zonse, ndipo opanga akutsogolo akufulumizitsa kwambiri kubwerezabwereza kwa mitengo yotsitsimutsa ndi ma resolution. Kuchuluka kwa ma panel otsitsimutsa a 144Hz kukukwera pamsika wamalonda, pomwe zinthu za 180Hz zakhala muyezo woyamba pamsika wamasewera. Opanga ma panel akumanganso mbiri yonse ya zinthu zotsitsimutsa kwambiri pa 200Hz ndi 240Hz. Kuchuluka kwa ma panel olowera a QHD ndi ma resolution apamwamba kukuwonjezeka mosalekeza m'maofesi ndi masewera. Chifukwa chake, ngakhale kuti kukula kwa makampani kukuchepa, kutumiza m'misika ya niche kukukulirakulirabe.

Njira Yachinayi: Msika wa OLED udzawona kufalikira mwachangu, ndipo opanga aku China adzalowa nawo mu unyolo wogulitsa

Mwaukadaulo, kukula kwa kutumiza kwa ma OLED monitor panels kukupitirirabe kukwera, ndipo kutumiza kukuyembekezeka kufika mayunitsi 3.2 miliyoni mu 2025 ndi mayunitsi 5.3 miliyoni omwe akuyembekezeka mu 2026. Pambuyo pa kuchuluka kwa zinthu za OLED panels mu 2025, mitengo yatsika, ndipo msika wotsiriza wachepetsa kwambiri mitengo ya zinthu za OLED. Mu 2026, kutengera izi, zinthu za OLED ndi MiniLED zikuyembekezeka kuwona mpikisano wokulirapo pamsika wapakati. Kuphatikiza apo, opanga aku China akulowa pang'onopang'ono mu mpikisano: CSOT's IJP OLED (yochokera ku T12) ndi BOE's WOLED (yochokera ku B5) adzapeza zinthu zochepa.

Kuneneratu za Kutumiza kwa Ma Panel a MNT a 2021-2026F ndi Msika wa Niche

Gwero la Deta: AVC Revo Unit: Miliyoni ya zidutswa
https://www.perfectdisplay.com/34-fast-va-wqhd-165hz-ultrawide-gaming-monitor-product/
https://www.perfectdisplay.com/27-inch-dual-mode-display-4k-240hz-fhd-480hz-product/
https://www.perfectdisplay.com/27-ips-qhd-180hz-gaming-monitor-product/

Njira Yachisanu: Mpikisano waukulu wa zinthu umapangitsa kuti zinthu zisinthe kuchokera pa kapangidwe kake kabwino kwambiri mpaka R&D yogwira ntchito bwino kwambiri

Opanga mapanelo apamwamba amaliza kukonza bwino mapanelo amphamvu komanso osinthika kwambiri, ndipo tsopano onse akuyesetsa kupeza njira zatsopano muukadaulo wamakono. Zogulitsa zapamwamba zokhala ndi ma monitor apamwamba kwambiri okhala ndi ma refresh rate opitilira 500Hz, ma ultra-high definition (6K/8K) ndi mgwirizano wa ma multi-screen zikubwera chimodzi ndi chimodzi. Ma monitor a dual-mode adakula mwachangu mu 2025; mu 2026, opanga mapanelo adzachita magawo azinthu mosamala kwambiri ndikuyika msika wa mapanelo a dual-mode kutengera zomwe zilipo, ndikuchita kusintha mozama pazochitika monga masewera ndi kupanga zinthu zaukadaulo.

Njira 6: Kupereka zinthu mokhazikika komanso mokhazikika kudzalimbitsa mphamvu za opanga ma panel kuti akambirane

Mitengo ya mapanelo akuluakulu inakwera mu theka loyamba la chaka cha 2025 ndipo inakhalabe yofanana mu theka lachiwiri. Ngakhale kuti kufunikira kunachepa, msika unasunga bwino kufunikira kwa zinthu chifukwa cha mphamvu yowongolera kupanga komanso kuyang'anira kupanga mapanelo kumapeto kwa kupereka. Pofika mu 2025, njira yoperekera zinthu pa mapanelo idzakhala yozama kwambiri mu 2026. Kuphatikiza apo, pamene mitengo ya mapanelo ikukwera, opanga mapanelo oyang'anira akugwirizanitsa pang'onopang'ono njira zawo zogwirira ntchito ndi za mapanelo a pa TV, ndi kufunikira kwa phindu lalikulu. Izi zikuyembekezeka kutsogolera njira zogwirizana pakati pa osewera omwe ali pampikisano, kukulitsa mphamvu zokambirana za opanga mapanelo ndikuwonjezera phindu la mabizinesi awo oyang'anira.