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Soo Bandhig Kharashka Qalabka si uu Dib ugu Soo Noqdo 2024

Ka dib markii ay hoos u dhacday 59% sanadkii 2023, kharashka qalabka bandhigga ayaa la filayaa inuu dib u soo kabto sanadka 2024, taasoo kor u kacaysa 54% ilaa $7.7B. Kharashka LCD-ga ayaa la filayaa inuu ka sarreeyo kharashka qalabka OLED ee $3.8B marka loo eego $3.7B oo u dhiganta faa'iido dhan 49% ilaa 47% iyadoo Micro OLEDs iyo MicroLEDs ay yihiin kuwa inta soo hartay.

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Isha: Warbixinta Saamiyada Suuqa ee DSCC ee Bandhigga Saddex-biloodlaha ah ee Capex iyo Qalabka

Sannadka 2024, shirkadda Samsung Display ee G8.7 IT OLED fab, A6, ayaa bixin doonta kharashka ugu badan iyadoo leh saami dhan 30%, waxaana ku xiga shirkadda Tianma ee TM19 G8.6 LCD oo leh saami dhan 25%, shirkadda China Star ee t9 G8.6 LCD oo leh saami dhan 12%, shirkadda BOE ee G6 LTPS LCD oo leh saami dhan 9%. Guud ahaan, Samsung Display waxaa la filayaa inay hormuud ka noqoto kharashka qalabka bandhigga sanadka 2024 iyadoo leh saami dhan 31%, waxaana ku xiga shirkadda Tianma oo leh saami dhan 28%, halka shirkadda BOE ay leedahay saami dhan 16%. Saadaasha ugu dambeysay ee DSCC ayaa soo saartay jadwal casri ah oo ku saabsan tiknoolajiyada bandhigga ilaa 2028.

Canon/Tokki ayaa la filayaa inay hoggaamiyaan saami dhan 13.4% iyadoo lagu saleynayo gaarsiinta iyadoo dakhligoodu uu kor u kacay 100% ilaa in ka badan $1B, taasoo horseed u ah qaybta FMM VTE iyo #2 ee soo-gaadhista. Qalabka la adeegsaday ayaa la filayaa inay qabtaan booska #2 iyagoo leh saami dhan 8.4% oo ah kobaca 60% iyagoo hoggaaminaya CVD, TFE CVD, sputtering ITO/IGZO iyo CF sputtering iyo kaalinta 2aad ee SEMs. Nikon, TEL iyo V Technology ayaa la filayaa inay soo afjaraan 5ta sare. Kala bar 15ka sare waxaa la filayaa inay ku raaxaystaan ​​​​kobaca in ka badan 100% ee dakhliga qalabka bandhigga.

Shirkadaha IT-ga ayaa la filayaa inay bixiyaan 78% kharashka qalabka bandhigga sanadka 2024, taasoo ka badan 38%. Mobile-ku waxaa la filayaa inuu noqdo saamiga ugu sarreeya ee xiga oo ah 16%, taasoo hoos uga dhacday 58%.

Oxide waxaa la filayaa inay hormuud ka noqoto kharashka qalabka sanadka 2024 iyadoo la adeegsanayo dib-u-habeyn iyadoo leh saami dhan 43%, taasoo ka badan 2% oo ay ku xigto a-Si, LTPO, LTPS iyo CMOS.

Gobol ahaan, Shiinaha ayaa la filayaa inuu hoggaamiyo saami dhan 67%, kaasoo hoos uga dhacay 83%, waxaana ku xiga Kuuriya oo leh saami dhan 32%, taasoo ka badan 2%.


Waqtiga boostada: Maajo-20-2024