Ngokusho kwedatha yakamuva ekhishwe yinkampani yocwaningo lwemakethe i-Counterpoint Research, kwikota yesibili ka-2025, abakhiqizi bamaphaneli okubonisa aseShayina babalelwa cishe ku-50% wemakethe ye-OLED yomhlaba wonke ngokwenani lokuthunyelwa.
Izibalo zibonisa ukuthi kwi-Q2 2025, i-BOE, i-Visionox, kanye ne-CSOT (China Star Optoelectronics Technology) ndawonye babenesabelo esingu-38% semakethe yomhlaba wonke ye-OLED, okuwukwenyuka cishe ngamaphesenti amathathu uma kuqhathaniswa nekota edlule. I-BOE ibekwe endaweni yesibili emhlabeni jikelele ngesabelo semakethe esingu-15%, ilandelwa yi-Visionox endaweni yesithathu ngo-14%, kanye ne-CSOT endaweni yesihlanu ngo-9%. I-Samsung Display yahlala ingumholi womhlaba wonke ngesabelo semakethe esingu-37%, kanti i-LG Display nayo yayinesabelo esingu-9%, ngokuhambisana ne-CSOT. Lapho kufakwa amasheya emakethe ye-OLED kwamanye amabhizinisi aseShayina njenge-EverDisplay Optronics kanye ne-Tianma Microelectronics, isabelo semakethe sezinkampani zaseShayina sesisondele ku-50%.
I-Counterpoint Research iveze ukuthi njengoba uchungechunge lokuhlinzekwa kwemboni yokubonisa lukhula futhi izinzuzo zezindleko ziqina, amaphaneli e-OLED enziwe eShayina ashesha ukuthwala imakethe yomhlaba wonke. Umbiko wakamuva ubikezela ukuthi ngo-2028, isabelo sokukhiqiza somhlaba wonke samaphaneli okubonisa aseShayina sizokhuphuka sisuka ku-68% ngo-2023 siye ku-75%.
Ukuze babambe imakethe ye-OLED ekhula ngokushesha yamadivayisi e-IT afana namathebhulethi, ama-laptop, kanye nezikrini zemidlalo, abakhiqizi bamaphaneli baseShayina okuhlanganisa i-BOE, i-Visionox, kanye ne-CSOT basheshisa ukutshalwa kwezimali emigqeni yokukhiqiza amaphaneli e-OLED esizukulwaneni esingu-8.6—okubalulekile kumadivayisi e-IT esizukulwane esilandelayo—futhi bandisa ngokushesha ukuba khona kwabo emakethe ye-OLED ekhula nge-IT. I-BOE ihlela ukutshala ama-yuan ayizigidigidi ezingu-63 ngo-2026 ekwakhiweni kwemigqa yokukhiqiza amaphaneli e-IT OLED esizukulwane esingu-8.6. I-Visionox ihlose ukuqedela ukutshalwa kwezimali okulinganayo ngo-2027. I-CSOT kulindeleke futhi ukuthi imemezele ngokusemthethweni uhlelo lwayo lokutshalwa kwezimali lwamaphaneli e-OLED anyathelisiwe esizukulwane sesi-8 engxenyeni yesibili yonyaka.
I-Counterpoint Research ibonise ukuthi ukuthunyelwa kwamaphaneli e-OLED emhlabeni wonke ku-Q2 2025 kukhuphuke ngo-5% ikota nekota kodwa kwehle kancane ngo-2% unyaka nonyaka. Ezimakethe ezihlukanisiwe, ukuthunyelwa kwamaphaneli e-OLED ama-monitor nama-laptop kokubili kufinyelele ukukhula okuphindwe kabili, okuqinisekisa ukuthi ama-OLED agxile ku-IT aba umshayeli omusha wokukhula embonini yokubonisa.
Ngokungafani nokuthuthuka okusheshayo kwamabhizinisi aseShayina, umkhiqizi omkhulu wamaphaneli waseNingizimu Korea i-LGD (LG Display) akakamemezeli uhlelo lwakhe lokutshala imali lwamaphaneli e-OLED esizukulwane sesi-8.6.
Isikhathi sokuthunyelwe: Septhemba 13-2025

