Ngokutsho kweengxelo zeendaba zaseMzantsi Korea ngoJulayi 7, imodeli yokubonelela ye-Apple's MacBook displays iya kuba nenguqu ebalulekileyo kwi-2025. Ngokutsho kwengxelo yamva nje evela kwi-arhente yophando lwemarike u-Omdia, i-BOE iya kudlula i-LGD (LG Display) okokuqala kwaye kulindeleke ukuba ibe ngumthengisi omkhulu wemiboniso ye-Apple's MacBook, ibalwa ngaphezu kwe-50% yesabelo semarike.

Itshathi: Inani leephaneli zeencwadana zamanqaku ezithengwa yi-Apple kubavelisi bephaneli nyaka ngamnye (ipesenti) (Umthombo: Omdia)

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Ingxelo ibonisa ukuba i-BOE kulindeleke ukuba ibonelele malunga ne-11.5 yezigidi ze-notebook displays kwi-Apple ngo-2025, kunye nesabelo semarike ye-51%, ukunyuka kweepesenti ze-12 ukusuka kunyaka odlulileyo. Ngokukodwa, ukunikezelwa kwe-BOE ye-13.6 - intshi kunye ne-15.3 - iziboniso ze-intshi, eziyimodeli eziphambili ze-Apple MacBook Air, zikhula ngokuthe ngcembe.

Ngokuhambelanayo, isabelo semarike se-LGD siya kuncipha. I-LGD ide ibe ngumthengisi omkhulu wemiboniso ye-notebook ye-Apple, kodwa isabelo sayo sokubonelela kulindeleke ukuba sehle ukuya kwi-35% ngo-2025. Eli nani liyipesenti ye-9 yeepesenti ezisezantsi kunoko kwi-2024, kwaye umthamo wokubonelela ngokubanzi kulindeleke ukuba unciphise nge-12.2% ukuya kwi-8.48 yezigidi zeeyunithi. Kulindeleke ukuba oku kungenxa yokudluliselwa kwe-Apple yee-oda zokubonisa i-MacBook Air ukusuka kwi-LGD ukuya kwi-BOE.

I-Sharp ihlala igxile ekunikezeni i-14.2 - intshi kunye ne-16.2 - iipaneli ze-intshi ze-MacBook Pro. Nangona kunjalo, ngenxa yokucotha kwemfuno yolu luhlu lweemveliso, umthamo wayo wokubonelela ngo-2025 kulindeleke ukuba wehle nge-20.8% ukusuka kunyaka ophelileyo ukuya kwi-3.1 yezigidi zeeyunithi. Kangangokuba, isabelo semakethi sikaSharp siya kucutheka siye malunga ne-14%.

U-Omdia uqikelela ukuba i-Apple iyonke yokuthengwa kwephaneli ye-MacBook ngo-2025 iya kufikelela malunga ne-22.5 yezigidi zeeyunithi, ngonyaka - ukunyuka konyaka nge-1%. Oku kungenxa yokuba, ukususela ekupheleni kuka-2024, ngenxa yokungaqiniseki kwemigaqo-nkqubo yerhafu yorhwebo yase-US, i-Apple iye yatshintsha isiseko sayo semveliso ye-OEM ukusuka e-China ukuya e-Vietnam kwaye yathenga uluhlu lwangaphambili lweemodeli eziphambili ze-MacBook Air. Impembelelo kulindeleke ukuba iqhubeke kwikota yesine ka-2024 nakwikota yokuqala ka-2025.

Kulindeleke ukuba emva kwekota yesibini ye-2025, uninzi lwababoneleli bepaneli baya kujongana nokulindela ukuthunyelwa kwempahla, kodwa i-BOE inokuba yinto engafaniyo ngenxa yemfuno eqhubekayo ye-MacBook Air.

Ekuphenduleni oku, abangaphakathi kwishishini bathi: "Ukwandiswa kwesabelo semarike ye-BOE akukona nje ngenxa yokukhuphisana kwexabiso, kodwa nangenxa yokuba umgangatho wokuvelisa kunye nokuhanjiswa kwamandla amakhulu kuye kwaqatshelwa."

Kuyaphawuleka ukuba i-Apple ithe gqolo ukusebenzisa itekhnoloji ye-LCD ephucukileyo kumgca wayo wemveliso yeMacBook, kubandakanya nesisombululo esiphezulu, ii-backplanes ze-oxide, izibane zangasemva ze-MiniLED, kunye noyilo lwamandla aphantsi, kwaye uceba ukutshintshela ngokuthe ngcembe kwitekhnoloji yokubonisa i-OLED kwiminyaka embalwa ezayo.

U-Omdia uqikelela ukuba i-Apple iya kuzisa ngokusemthethweni iteknoloji ye-OLED kwi-MacBook series eqala ngo-2026. I-OLED inesakhiwo esincinci kunye nekhaphukhaphu kunye nomgangatho obalaseleyo womfanekiso, ngoko ke kunokwenzeka ukuba ibe yiteknoloji yokubonisa i-MacBooks ezayo. Ngokukodwa, i-Samsung Display kulindeleke ukuba ijoyine i-Apple's MacBook supply chain ngo-2026, kwaye iphethini ekhoyo elawulwa yi-LCD iya kutshintsha ibe yipatheni entsha yokhuphiswano elawulwa yi-OLED.

Abangaphakathi kwishishini balindele ukuba emva kokutshintshela kwi-OLED, ukhuphiswano lwetekhnoloji phakathi kwe-Samsung, i-LG, kunye ne-BOE luya kuba lubi kakhulu.