Ngemva kokwehla ngo-59% ngo-2023, imali esetshenziswa emishinini yokubonisa kulindeleke ukuthi ibuyele emuva ngo-2024, ikhule ngo-54% iye ku-$7.7B. Imali esetshenziswa yi-LCD kulindeleke ukuthi idlule imali esetshenziswa emishinini ye-OLED ku-$3.8B uma kuqhathaniswa ne-$3.7B enenzuzo engu-49% kuya ku-47% lapho ama-Micro OLED nama-MicroLED ebalelwa kokusele.
Ngo-2024, i-Samsung Display's G8.7 IT OLED fab, i-A6, izobala ukusetshenziswa kwemali okuphezulu kakhulu ngesabelo esingu-30% kulandelwe i-Tianma's TM19 G8.6 LCD fab enesabelo esingu-25% kanye ne-China Star's t9 G8.6 LCD fab enesabelo esingu-12% kanye ne-BOE's G6 LTPS LCD fab B20 enesabelo esingu-9%. Sekukonke, i-Samsung Display kulindeleke ukuthi ihole ngokusetshenziswa kwemali kwemishini yokubonisa ngo-2024 ngesabelo esingu-31% kulandelwe yi-Tianma ku-28% kanye ne-BOE ku-16%. Izibikezelo zakamuva ze-DSCC ziveza amashejuli amahle ngobuchwepheshe bokubonisa kuze kube ngu-2028.
I-Canon/Tokki kulindeleke ukuthi ihole ngesabelo esingu-13.4% ngokwesisekelo sokulethwa kanti imali engenayo yayo ikhuphuke ngo-100% yaya ngaphezu kuka-$1B, ihola ingxenye ye-FMM VTE kanye ne-#2 ekuthengisweni. I-Applied Materials kulindeleke ukuthi ibambe isikhundla sesibili ngesabelo esingu-8.4% ekukhuleni okungu-60% okuholela ekukhulisweni kwe-CVD, i-TFE CVD, i-backplane ITO/IGZO kanye ne-CF sputtering kanye nesesibili kuma-SEM. I-Nikon, i-TEL kanye ne-V Technology kulindeleke ukuthi ziqedele abaphezulu aba-5. Ingxenye yabaphezulu abayi-15 kulindeleke ukuthi ijabulele ukukhula okungaphezu kuka-100% kwemali engenayo yemishini yokubonisa.
Izinkampani ze-IT kulindeleke ukuthi zifake imali engu-78% yezindleko zemishini yokubonisa ngo-2024, kusukela ku-38%. Iselula kulindeleke ukuthi ibe nesabelo esilandelayo esiphezulu ku-16%, kusukela ku-58%.
I-Oxide kulindeleke ukuthi ihole ngo-2024 ukusetshenziswa kwemishini yi-backplane ngesabelo esingu-43%, sisuka ku-2% silandelwe yi-a-Si, i-LTPO, i-LTPS kanye ne-CMOS.
Ngokwesifunda, iShayina kulindeleke ukuthi ihole ngesabelo esingu-67%, sehle sisuka ku-83%, silandelwe yiKorea ngesabelo esingu-32%, sisuka ku-2%.
Isikhathi sokuthunyelwe: Meyi-20-2024

