Ngokwemibiko yabezindaba yaseNingizimu Korea ngoJulayi 7, iphethini yokuhlinzeka ngezibonisi ze-MacBook ye-Apple izoba noshintsho olukhulu ngo-2025. Ngokombiko wakamuva ovela esikhungweni socwaningo lwemakethe i-Omdia, i-BOE izodlula i-LGD (LG Display) okokuqala ngqa futhi kulindeleke ukuthi ibe umphakeli omkhulu kakhulu wezibukiso ze-Apple MacBook, ebalwa ngaphezu kwe-50% yesabelo semakethe.

Ishadi: Inombolo yamaphaneli encwajana ethengwa yi-Apple kubakhiqizi bephaneli unyaka ngamunye (iphesenti) (Umthombo: Omdia)

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Umbiko ukhombisa ukuthi i-BOE kulindeleke ukuthi inikeze i-Apple izinto zokubhalela ezicishe zibe yizigidi eziyi-11.5 ngonyaka ka-2025, ngesabelo semakethe esingu-51%, okuwukunyuka ngamaphesenti ayi-12 kusuka ngonyaka owedlule. Ikakhulukazi, ukunikezwa kwe-BOE kwe-13.6 - inch kanye ne-15.3 - inch displays, okuyizibonelo eziyinhloko ze-MacBook Air ye-Apple, kukhula kancane kancane.

Ngokuhambisanayo, isabelo semakethe se-LGD sizokwehla. I-LGD sekuyisikhathi eside ingumnikezeli omkhulu wezibonisi ze-notebook ze-Apple, kodwa isabelo sayo sokuhlinzeka kulindeleke ukuthi sehle siye ku-35% ngo-2025. Lesi sibalo singamaphesenti angu-9 amaphuzu aphansi kunalawo ngo-2024, futhi umthamo jikelele wokuhlinzeka kulindeleke ukuthi wehle ngo-12.2% kuya kumayunithi ayizigidi ezingu-8.48. Kulindeleke ukuthi lokhu kungenxa yokudluliselwa kwe-Apple kwama-oda wokubonisa we-MacBook Air kusuka ku-LGD kuya ku-BOE.

I-Sharp ihlezi igxile ekunikezeni amaphaneli angu-14.2 - inch kanye no-16.2 - inch we-MacBook Pro. Kodwa-ke, ngenxa yokuncipha kwesidingo salolu chungechunge lwemikhiqizo, umthamo wayo wokuhlinzeka ngo-2025 kulindeleke ukuthi wehle ngo-20.8% ukusuka onyakeni odlule uye kumayunithi ayizigidi ezi-3.1. Ngenxa yalokho, isabelo semakethe ye-Sharp sizoncipha futhi sifinyelele cishe ku-14%.

U-Omdia ubikezela ukuthi inani eliphelele lephaneli ye-MacBook yokuthengwa kwe-MacBook ngo-2025 izofinyelela cishe amayunithi ayizigidi ezingu-22.5, unyaka - ngonyaka - ukunyuka kwe-1%. Lokhu kungenxa yokuthi, kusukela ekupheleni kuka-2024, ngenxa yokungaqiniseki kwezinqubomgomo zentela yezohwebo zase-US, i-Apple isuse isizinda sayo sokukhiqiza se-OEM isuka e-China yaya eVietnam futhi yathenga i-inventory kusengaphambili yamamodeli ayinhloko e-MacBook Air. Umthelela kulindeleke ukuthi uqhubeke kwikota yesine ka-2024 kanye nekota yokuqala ka-2025.

Kulindeleke ukuthi ngemuva kwekota yesibili ka-2025, abahlinzeki abaningi bephaneli bazobhekana nokulindelwe ukuthunyelwa kwempahla, kodwa i-BOE ingase ibe yinto ehlukile ngenxa yesidingo esiqhubekayo seMacBook Air.

Ekuphenduleni lokhu, abangaphakathi embonini bathi: "Ukwandiswa kwesabelo semakethe ye-BOE akubangelwa nje ukuncintisana kwamanani, kodwa futhi ngenxa yokuthi izinga layo lokukhiqiza kanye namakhono amakhulu okulethwa kuye kwaqashelwa."

Kuyaphawuleka ukuthi i-Apple iqhubeke isebenzisa ubuchwepheshe be-LCD obuphambili emugqeni wayo womkhiqizo we-MacBook, okuhlanganisa ukulungiswa okuphezulu, ama-backplanes e-oxide, amalambu angemuva e-MiniLED, nemiklamo yamandla aphansi, futhi ihlela ukushintshela kubuchwepheshe bokubonisa be-OLED eminyakeni embalwa ezayo.

U-Omdia ubikezela ukuthi i-Apple izokwethula ngokusemthethweni ubuchwepheshe be-OLED ochungechungeni lwe-MacBook kusukela ngo-2026. I-OLED inesakhiwo esincanyana nesilula kanye nekhwalithi yesithombe esihle kakhulu, ngakho-ke kungenzeka ibe ubuchwepheshe obuyinhloko bokuboniswa kwama-MacBooks azayo. Ikakhulukazi, i-Samsung Display kulindeleke ukuthi ijoyine i-Apple's MacBook supply chain ngo-2026, futhi iphethini ekhona ephethwe yi-LCD izoshintsha ibe iphethini entsha yokuncintisana ebuswa yi-OLED.

Abangaphakathi embonini balindele ukuthi ngemuva kokuguqukela ku-OLED, ukuncintisana kwezobuchwepheshe phakathi kwe-Samsung, LG, ne-BOE kuzoshuba kakhulu.