I-Samsung Display yandisa ukutshalwa kwezimali kwayo emigqeni yokukhiqiza ye-OLED ye-IT futhi ishintshela ku-OLED yamakhompyutha e-notebook. Lesi sinyathelo siyisu lokukhulisa inzuzo ngenkathi ivikela isabelo semakethe phakathi kokuhlasela kwezinkampani zaseShayina ngamaphaneli e-LCD ashibhile. Ukuchitha imali emishinini yokukhiqiza ngabahlinzeki bamaphaneli okubonisa kulindeleke ukuthi kufinyelele ku-$7.7 billion kulo nyaka, okwenyuke ngamaphesenti angu-54 ngonyaka, ngokusho kokuhlaziywa kwe-DSCC ngoMeyi 21.
Uma kucatshangelwa ukuthi ukusetshenziswa kwemishini kwehle ngamaphesenti angu-59 ngonyaka odlule uma kuqhathaniswa nonyaka odlule, ukusetshenziswa kwemali kulo nyaka kulindeleke ukuthi kufane no-2022 lapho umnotho womhlaba wonke usimama. Inkampani etshale imali enkulu kakhulu yi-Samsung Display, egxile kuma-OLED anenani eliphezulu.
I-Samsung Display kulindeleke ukuthi itshale imali ecishe ibe yi-$3.9 billion, noma amaphesenti angu-30, kulo nyaka ukwakha ifektri yayo ye-OLED engu-8.6-g ye-IT, ngokusho kwe-DSCC. I-IT ibhekisela kumaphaneli aphakathi nendawo afana nama-laptop, amaphilisi kanye nezibonisi zezimoto, amancane uma kuqhathaniswa nama-TVS. I-OLED yesizukulwane esingu-8.6 iyiphaneli yakamuva ye-OLED enosayizi we-substrate yengilazi engu-2290x2620mm, ecishe ibe nkulu ngokuphindwe ka-2.25 kunephaneli ye-OLED yesizukulwane sangaphambilini, enikeza izinzuzo mayelana nokusebenza kahle kokukhiqiza kanye nekhwalithi yesithombe.
I-Tianma kulindeleke ukuthi itshale imali engaba ngu-$3.2 billion, noma amaphesenti angama-25, ukwakha isitshalo sayo se-LCD sezizukulwane ezingu-8.6, kanti i-TCL CSOT kulindeleke ukuthi itshale imali engaba ngu-$1.6 billion, noma amaphesenti ayi-12, ukwakha isitshalo sayo se-LCD sezizukulwane ezingu-8.6.I-BOE itshala imali engaba yizigidigidi eziyi-1.2 zamaRandi (amaphesenti ayi-9) ukwakha isitshalo se-LTPS LCD sesizukulwane sesithupha.
Ngenxa yokutshalwa kwezimali okukhulu kwe-Samsung Display emishinini ye-OLED, ukusetshenziswa kwemishini ye-OLED kulindeleke ukuthi kufinyelele ku-$3.7 billion kulo nyaka. Uma kucatshangelwa ukuthi inani eliphelele lezindleko zemishini ye-LCD lingu-$3.8 billion, ukutshalwa kwezimali kwezinhlangothi zombili ekukhiqizweni kwe-OLED kanye ne-LCD sekuvele. Imali esele engu-$200 million izosetshenziselwa ukukhiqizwa kwemishini eminingi yamaphaneli e-Micro-OLED kanye ne-Micro-LED.
NgoNovemba, i-BOE yanquma ukutshala imali eyizigidigidi ezingama-63 zama-yuan ukwakha isitshalo sokukhiqiza ngobuningi amaphaneli e-OLED ezizukulwane ezingu-8.6 ze-IT, ehlose ukufeza ukukhiqizwa ngobuningi ekupheleni kuka-2026, ngokusho kwemithombo yezimboni. Amaphaneli e-IT aqukethe amaphesenti angama-78 esamba sokutshalwa kwezimali emishinini yokubonisa. Ukutshalwa kwezimali kumaphaneli eselula kwaba amaphesenti ayi-16.
Ngokusekelwe ekutshalweni kwezimali okukhulu, i-Samsung Display ihlela ukuhola imakethe yamaphaneli e-OLED yama-laptop kanye nezibonisi zemoto, okulindeleke ukuthi zikhule kakhulu kusukela kulo nyaka. Okokuqala, i-Samsung izohlinzeka ngamaphaneli e-OLED aphakathi nendawo kubakhiqizi bama-notebook e-United States naseTaiwan, okwenza isidingo semakethe sigxile kuma-laptop aphezulu. Okulandelayo, izokwenza kube lula ukuguquka kwezibonisi zemoto kusuka ku-LCD kuya ku-OLED ngokuhlinzeka ngamaphaneli e-OLED aphakathi nendawo kubakhiqizi bezimoto.
Isikhathi sokuthunyelwe: Juni-11-2024
