u-z

Inkcitho yeZixhobo zoBoniso iya Kubuya ngo-2024

Emva kokuhla ngama-59% ngo-2023, kulindeleke ukuba inkcitho yezixhobo zokubonisa ibuyele esimeni sayo ngo-2024, ikhule ngama-54% iye kwi-$7.7B. Inkcitho ye-LCD kulindeleke ukuba idlule inkcitho yezixhobo ze-OLED kwi-$3.8B xa ithelekiswa ne-$3.7B ebangela inzuzo engama-49% ukuya kuma-47% kunye neeMicro OLED kunye neeMicroLED ezibangela intsalela.

I-DSCC1

Umthombo: Ingxelo yesabelo seMarike yeCapex kunye nezixhobo zeDSCC yekota nganye

Ngowama-2024, i-G8.7 IT OLED fab yeSamsung Display, i-A6, iza kubala inkcitho ephezulu ngesabelo se-30% ilandelwe yi-Tianma's TM19 G8.6 LCD fab enesabelo se-25% kunye ne-China Star's t9 G8.6 LCD fab enesabelo se-12% kunye ne-BOE's G6 LTPS LCD fab B20 enesabelo se-9%. Lilonke, iSamsung Display kulindeleke ukuba ikhokele kwinkcitho yezixhobo zokubonisa ngo-2024 ngesabelo se-31% ilandelwe yiTianma kwi-28% kunye ne-BOE kwi-16%. Uqikelelo lwamva nje lweDSCC lubonisa iishedyuli ezintle ngetekhnoloji yokubonisa ukuya kuthi ga ngo-2028.

ICanon/Tokki kulindeleke ukuba ikhokele ngesabelo se-13.4% ngokwesiseko sokuhanjiswa kwemveliso kunye nengeniso yabo enyuke nge-100% ukuya kuthi ga kwi-$1B, bekhokela icandelo le-FMM VTE kunye ne-#2 ekubonakalisweni. I-Applied Materials kulindeleke ukuba ibambe indawo ye-2 ngesabelo se-8.4% ekukhuleni kwe-60% ekhokela kwi-CVD, TFE CVD, i-backplane ITO/IGZO sputtering kunye ne-CF sputtering kunye neyesibini kwi-SEM. I-Nikon, i-TEL kunye ne-V Technology kulindeleke ukuba zigqibezele ezi-5 eziphezulu. Isiqingatha se-15 eziphezulu kulindeleke ukuba zonwabele ukukhula kwe-100% kwingeniso yezixhobo zokubonisa.

Iifektri ze-IT kulindeleke ukuba zibandakanye i-78% yenkcitho yezixhobo zokubonisa ngo-2024, ukusuka kwi-38%. Ifowuni kulindeleke ukuba ibe nesabelo esiphezulu esilandelayo kwi-16%, ukusuka kwi-58%.

I-Oxide kulindeleke ukuba ikhokele ekuchithweni kwezixhobo ngo-2024 yi-backplane ngesabelo se-43%, ukusuka kwi-2% ilandelwe yi-a-Si, i-LTPO, i-LTPS kunye ne-CMOS.

Ngokwengingqi, iTshayina kulindeleke ukuba ikhokele ngesabelo se-67%, sehle ukusuka kwi-83%, ilandelwe yiKorea ngesabelo se-32%, sinyuke ukusuka kwi-2%.


Ixesha leposi: Meyi-20-2024