Ho latela lintlha tsa morao-rao tse lokollotsoeng ke feme ea lipatlisiso tsa mebaraka Counterpoint Research, kotareng ea bobeli ea 2025, baetsi ba liphanele tsa China ba nkile karolo ea 50% ea 'maraka oa OLED oa lefats'e ho latela boholo ba thepa.
Lipalo-palo li bonts'a hore ho Q2 2025, BOE, Visionox, le CSOT (China Star Optoelectronics Technology) li kopane li tšoere karolo ea 38% ea 'maraka oa OLED oa lefats'e, keketseho ea liperesente tse ka bang 3 ha ho bapisoa le kotara e fetileng. BOE e behile boemo ba bobeli lefatšeng ka bophara ka karolo ea 15% ea mmaraka, e lateloe ke Visionox sebakeng sa boraro ka 14%, le CSOT sebakeng sa bohlano ka 9%. Samsung Display e ile ea lula e le moetapele oa lefats'e ka karolo ea 37% ea mmaraka, athe LG Display e boetse e tšoere karolo ea 9%, e bapisoang le CSOT. Ha ho kenyelletsoa likarolo tsa 'maraka tsa OLED tsa likhoebo tse ling tsa China tse kang EverDisplay Optronics le Tianma Microelectronics, karolo ea mmaraka ka kakaretso ea lik'hamphani tsa China e atametse 50%.
Patlisiso ea Counterpoint e bontšitse hore ha thekiso ea phepelo ea indasteri e ntse e hola le melemo ea litšenyehelo e ntse e eketseha, liphanele tsa OLED tse entsoeng China li hapa 'maraka oa lefats'e ka potlako. Tlaleho ea morao-rao e bolela esale pele hore ka 2028, karolo ea lefats'e ea tlhahiso ea lihlahisoa tsa China e tla nyoloha ho tloha ho 68% ka 2023 ho ea ho 75%.
Ho hapa 'maraka oa OLED o ntseng o hola ka potlako bakeng sa lisebelisoa tsa IT tse kang matlapa, lilaptop le li-monitor tsa lipapali, baetsi ba liphanele tsa Machaena ba kenyelletsang BOE, Visionox le CSOT ba potlakisa matsete ho mela ea tlhahiso ea phanele ea OLED ea 8.6th - ea bohlokoa bakeng sa lisebelisoa tsa IT tsa moloko o latelang -' me ka potlako ba holisa boteng ba bona 'marakeng o ntseng o hola oa OLED o shebaneng le IT. BOE e rera ho tsetela li-yuan tse limilione tse likete tse 63 ka 2026 kahong ea mela ea tlhahiso ea phanele ea IT OLED ea moloko oa 8.6. Visionox e ikemiselitse ho phethela letsete la tekanyo e tšoanang ka 2027. CSOT e boetse e lebelletsoe ho phatlalatsa ka molao moralo oa eona oa matsete bakeng sa liphanele tsa OLED tse hatisitsoeng tsa moloko oa 8 karolong ea bobeli ea selemo.
Patlisiso ea Counterpoint e bonts'itse hore thomello ea phanele ea OLED lefatšeng ka bophara ho Q2 2025 e eketsehile ka 5% kotara-kotara empa e fokotsehile hanyane ka 2% selemo le selemo. Limmarakeng tse arohaneng, thomello ea liphanele tsa OLED bakeng sa li-monitor le lilaptop ka bobeli li fihletse kholo ea linomoro tse peli, e tiisang hape hore li-OLED tse tsepamisitsoeng ho IT li fetoha mokhanni o mocha oa kholo indastering ea lipontšo.
Ho fapana le tsoelo-pele e potlakileng ea likhoebo tsa Chaena, moetsi o moholo oa liphanele oa Korea Boroa LGD (LG Display) ha e e-so phatlalatse leano la eona la matsete bakeng sa liphanele tsa OLED tsa moloko oa 8.6.
Nako ea poso: Sep-13-2025