Samsung Display e ntse e atolosa matsete a eona mefuteng ea tlhahiso ea OLED bakeng sa IT mme e fetela ho OLED bakeng sa likhomphutha tsa li-notebook. Ketso ena ke leano la ho eketsa phaello ha ka nako e ts'oanang e sireletsa karolo ea 'maraka har'a tlhaselo ea lik'hamphani tsa Chaena holim'a liphanele tsa LCD tse theko e tlase. Tšebeliso ea lisebelisoa tsa tlhahiso ke bafepedi ba liphanele tsa lipontšo e lebelletsoe ho fihla ho $7.7 bilione selemong sena, e leng keketseho ea 54% selemo le selemo, ho latela tlhahlobo ea DSCC ka la 21 Mots'eanong.
Ha ho nahanoa hore tšebeliso ea lisebelisoa e theohile ka liphesente tse 59 selemong se fetileng ha e bapisoa le selemong se fetileng, tšebeliso ea chelete selemong sena e lebelletsoe ho tšoana le ea 2022 ha moruo oa lefats'e o hlaphoheloa. Khamphani e nang le matsete a maholohali ke Samsung Display, e shebaneng le li-OLED tse nang le boleng bo holimo.
Ho lebeletsoe hore Samsung Display e tla tsetela chelete e ka bang $3.9 bilione, kapa 30%, selemong sena ho haha fektheri ea eona ea 8.6-g ea OLED bakeng sa IT, ho latela DSCC. IT e bua ka liphanele tse boholo bo mahareng tse kang lilaptop, matlapa le lipontšo tsa likoloi, tse nyane haholo ha li bapisoa le TVS. OLED ea moloko oa 8.6 ke phanele ea morao-rao ea OLED e nang le boholo ba substrate ea khalase ea 2290x2620mm, e kholo ka makhetlo a ka bang 2.25 ho feta phanele ea OLED ea moloko o fetileng, e fanang ka melemo mabapi le katleho ea tlhahiso le boleng ba setšoantšo.
Tianma e lebelletsoe ho tsetela hoo e ka bang $3.2 bilione, kapa 25%, ho aha fektheri ea eona ea LCD ea meloko e 8.6, ha TCL CSOT e lebelletsoe ho tsetela hoo e ka bang $1.6 bilione, kapa 12%, ho aha fektheri ea eona ea LCD ea meloko e 8.6.BOE e tsetela chelete e kaalo ka $1.2 bilione (9%) ho aha fektheri ea LCD ea moloko oa botšelela.
Ka lebaka la matsete a maholo a Samsung Display ho disebediswa tsa OLED, ditshenyehelo tsa disebediswa tsa OLED di lebelletswe ho fihla ho $3.7 bilione selemong sena. Ha ho nahanoa hore tjhelete yohle e sebediswang ho disebediswa tsa LCD ke $3.8 bilione, matsete a mahlakore ana a mabedi tlhahisong ya bongata ba OLED le LCD a hlahelletse. Didolara tse setseng tse dimilione tse 200 di tla sebedisetswa tlhahiso ya bongata ba diphanele tsa Micro-OLED le Micro-LED.
Ka Pudungwana, BOE e ile ea etsa qeto ea ho tsetela li-yuan tse libilione tse 63 ho haha setsi sa tlhahiso e kholo bakeng sa liphanele tsa OLED tsa meloko e 8.6 bakeng sa IT, e ikemiselitseng ho fihlela tlhahiso e kholo qetellong ea 2026, ho latela mehloli ea indasteri. Liphanele tsa IT li etsa karolo ea 78 lekholong ea matsete ohle a lisebelisoa tsa pontšo. Matsete liphanele tse tsamaeang a bile karolo ea 16 lekholong.
Ho latela matsete a maholo, Samsung Display e rera ho etella pele 'maraka oa liphanele tsa OLED bakeng sa lilaptop le lipontšo tsa ka hare ho koloi, e leng se lebelletsoeng ho hola haholo ho tloha selemong sena. Qalong, Samsung e tla fana ka liphanele tsa OLED tsa boholo bo mahareng ho bahlahisi ba li-notebook United States le Taiwan, e leng se etsang hore tlhoko ea 'maraka e shebane le lilaptop tsa maemo a holimo. Ka mor'a moo, e tla nolofatsa phetoho ea lipontšo tsa ka hare ho koloi ho tloha LCD ho ea ho OLED ka ho fana ka liphanele tsa OLED tsa boholo bo mahareng ho bahlahisi ba likoloi.
Nako ea poso: Phuptjane-11-2024
