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Isabelo sokuthunyelwa kwe-OLED sabavelisi baseTshayina sinyuka kwikota yesibini, sichaphazela phantse i-50% yeMarike yeHlabathi

Ngokwedatha yakutshanje ekhutshwe yinkampani yophando lwemarike iCounterpoint Research, kwikota yesibini ka-2025, abavelisi beephaneli zokubonisa baseTshayina babene-50% yemarike ye-OLED yehlabathi ngokubhekiselele kumthamo wokuthunyelwa.

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Izibalo zibonisa ukuba kwikota yesibini ka-2025, i-BOE, iVisionox, kunye ne-CSOT (China Star Optoelectronics Technology) zizonke zibambe isabelo se-38% semarike yehlabathi ye-OLED, ukunyuka okumalunga nama-3% eepesenti xa kuthelekiswa nekota edlulileyo. I-BOE ibekwe kwindawo yesibini kwihlabathi liphela ngesabelo semarike se-15%, ilandelwa yiVisionox kwindawo yesithathu nge-14%, kunye ne-CSOT kwindawo yesihlanu nge-9%. I-Samsung Display yahlala ikhokela kwihlabathi liphela ngesabelo semarike se-37%, ngelixa i-LG Display nayo ibambe isabelo se-9%, ngokulinganayo ne-CSOT. Xa kubandakanywa izabelo zemarike ze-OLED zamanye amashishini aseTshayina afana ne-EverDisplay Optronics kunye neTianma Microelectronics, isabelo semarike siphela seenkampani zaseTshayina sisondele kwi-50%.

I-Counterpoint Research ibonise ukuba njengoko uthotho lweenkonzo zokubonisa lukhula kwaye izibonelelo zeendleko ziqina, iiphaneli ze-OLED ezenziwe eTshayina zikhawuleza ukubamba imarike yehlabathi. Ingxelo yamva nje iqikelela ukuba ngo-2028, isabelo somhlaba wonke semveliso yeephaneli zokubonisa zaseTshayina siya kunyuka ukusuka kwi-68% ngo-2023 ukuya kwi-75%.

Ukuze bathabathe imakethi ye-OLED ekhula ngokukhawuleza yezixhobo ze-IT ezifana neetablethi, iilaptops, kunye neemonitha zemidlalo, abavelisi beepaneli baseTshayina kuquka i-BOE, iVisionox, kunye ne-CSOT bakhawulezisa utyalo-mali kwimigca yemveliso yeepaneli ze-OLED zesizukulwana sesi-8.6—ezibalulekileyo kwizixhobo ze-IT zesizukulwana esilandelayo—kwaye bandisa ngokukhawuleza ubukho babo kwimakethi ye-OLED ekhula ngokwe-IT. I-BOE iceba ukutyala imali eyi-63 yeebhiliyoni zeeyuan ngo-2026 ekwakhiweni kwemigca yemveliso yeepaneli ze-IT OLED zesizukulwana sesi-8.6. I-Visionox iceba ukugqiba utyalo-mali olufana nalo ngo-2027. I-CSOT ikwalindeleke ukuba ibhengeze ngokusesikweni isicwangciso sayo sotyalo-mali kwiipaneli ze-OLED eziprintiweyo zesizukulwana sesi-8 kwisiqingatha sesibini sonyaka.

 

Uphando lweCounterpoint lubonise ukuba ukuthunyelwa kweephaneli ze-OLED kwihlabathi liphela kwikota yesi-2 ka-2025 kunyuke nge-5% kwikota nganye kodwa kwehle kancinci nge-2% ngonyaka. Kwiimarike ezihlukeneyo, ukuthunyelwa kweephaneli ze-OLED zeemonitha kunye neelaptops zombini zifikelele ekukhuleni okuphindwe kabini, nto leyo eqinisekisa ngakumbi ukuba ii-OLED ezigxile kwi-IT ziba ngumqhubi omtsha wokukhula kwishishini lokubonisa.

Ngokungafaniyo nokuqhubela phambili ngokukhawuleza kwamashishini aseTshayina, umenzi omkhulu weepaneli eMzantsi Korea i-LGD (LG Display) akakabhengezi isicwangciso sakhe sotyalo-mali kwiipaneli ze-OLED zesizukulwana sesi-8.6. 


Ixesha leposi: Sep-13-2025