Ngokusho kwemibiko yabezindaba baseNingizimu Korea ngoJulayi 7, iphethini yokuhlinzekwa kwezibonisi ze-MacBook ze-Apple izoshintsha kakhulu ngo-2025. Ngokusho kombiko wakamuva ovela enkampanini yocwaningo lwemakethe i-Omdia, i-BOE izodlula i-LGD (LG Display) okokuqala futhi kulindeleke ukuthi ibe ngumhlinzeki omkhulu wezibonisi ze-MacBook ze-Apple, ebalelwa ngaphezu kuka-50% wesabelo semakethe.

Ishadi: Inani lamaphaneli ezincwadi zabantwana athengiswa yi-Apple kubakhiqizi bamaphaneli minyaka yonke (iphesenti) (Umthombo: i-Omdia)

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Umbiko ukhombisa ukuthi i-BOE kulindeleke ukuthi ihlinzeke ngezikrini zamakhadibhodi ezingaba yizigidi ezingu-11.5 ku-Apple ngo-2025, ngesabelo semakethe esingu-51%, okuwukwenyuka kwamaphesenti angu-12 kusukela ngonyaka odlule. Ikakhulukazi, ukuhlinzekwa kwezikrini ze-BOE ezingu-13.6 intshi kanye no-15.3 intshi, okuyizibonelo eziyinhloko ze-MacBook Air ye-Apple, kuyanda kancane kancane.

Ngokufanayo, isabelo semakethe se-LGD sizokwehla. I-LGD ibilokhu ingumhlinzeki omkhulu wezibonisi ze-notebook ze-Apple, kodwa isabelo sayo sokuhlinzeka kulindeleke ukuthi sehle siye ku-35% ngo-2025. Lesi sibalo siphansi ngamaphesenti angu-9 kunaleso sango-2024, futhi umthamo wokunikezwa wonke kulindeleke ukuthi wehle ngo-12.2% kuya kumayunithi ayizigidi ezingu-8.48. Kulindeleke ukuthi lokhu kungenxa yokudluliselwa kwe-Apple kwama-oda okubonisa e-MacBook Air kusuka ku-LGD kuya ku-BOE.

I-Sharp isagxile ekuhlinzekeni ngamaphaneli angu-14.2 intshi kanye no-16.2 intshi e-MacBook Pro. Kodwa-ke, ngenxa yesidingo esinciphayo salolu chungechunge lwemikhiqizo, umthamo wayo wokuphakelwa ngo-2025 kulindeleke ukuthi wehle ngo-20.8% kusukela ngonyaka odlule uye kumayunithi ayizigidi ezingu-3.1. Ngenxa yalokho, isabelo semakethe se-Sharp sizoncipha siye cishe ku-14%.

U-Omdia ubikezela ukuthi inani eliphelele lamaphaneli e-MacBook athengiwe yi-Apple ngo-2025 lizofinyelela cishe amayunithi ayizigidi ezingu-22.5, ukwanda konyaka nonyaka okungu-1%. Lokhu kungenxa yokuthi, kusukela ekupheleni kuka-2024, ngenxa yokungaqiniseki kwezinqubomgomo zentela yokuhweba yase-US, i-Apple ishintshe isisekelo sayo sokukhiqiza se-OEM isuka eShayina yaya eVietnam futhi yathenga isitoko kusengaphambili samamodeli amakhulu e-MacBook Air. Umthelela kulindeleke ukuthi uqhubeke kuze kube yikota yesine ka-2024 kanye nekota yokuqala ka-2025.

Kulindeleke ukuthi ngemva kwekota yesibili ka-2025, iningi labaphakeli bamaphaneli lizobhekana nokulindelwe kokuthunyelwa okulondoloziwe, kodwa i-BOE ingaba yinto ehlukile ngenxa yokuqhubeka kwesidingo se-MacBook Air.

Bephendula kulokhu, abantu abangaphakathi embonini bathi: "Ukwanda kwesabelo semakethe se-BOE akubangelwa nje ukuncintisana kwamanani ayo, kodwa futhi kungenxa yokuthi ikhwalithi yokukhiqiza kanye namakhono okulethwa okukhulu kuye kwaqashelwa."

Kuyaphawuleka ukuthi i-Apple ibilokhu isebenzisa ubuchwepheshe be-LCD obuthuthukisiwe emgqeni wayo womkhiqizo we-MacBook, okuhlanganisa i-high resolution, ama-backplanes e-oxide, ama-backlight e-MiniLED, kanye nemiklamo yamandla aphansi, futhi ihlela ukushintshela kancane kancane 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 esincane nesilula kanye nekhwalithi yesithombe enhle kakhulu, ngakho-ke kungenzeka ukuthi ibe ubuchwepheshe obuyinhloko bokubonisa ama-MacBook esikhathi esizayo. Ikakhulukazi, i-Samsung Display kulindeleke ukuthi ijoyine uchungechunge lokuhlinzekwa kwe-MacBook lwe-Apple ngo-2026, kanti iphethini ekhona elawulwa yi-LCD izoguquka ibe iphethini entsha yokuncintisana elawulwa yi-OLED.

Abantu abangaphakathi embonini balindele ukuthi ngemva kokushintshela ku-OLED, ukuncintisana kwezobuchwepheshe phakathi kwe-Samsung, LG, kanye ne-BOE kuzoba kubi kakhulu.