Imboni yamaphaneli isebenza njengophawu lomkhakha wezobuchwepheshe obuphezulu waseShayina, idlula amaphaneli e-LCD aseKorea eminyakeni engaphezu kweshumi futhi manje iqala ukuhlasela imakethe yamaphaneli e-OLED, ibeka ingcindezi enkulu kumaphaneli aseKorea. Phakathi kokuncintisana okungekuhle kwemakethe, i-Samsung izama ukuhlasela amaphaneli aseShayina anamalungelo obunikazi, kodwa yabhekana nokuhlaselwa okuvela kubakhiqizi bamaphaneli baseShayina.

Izinkampani zamaphaneli zaseShayina zaqala uhambo lwazo embonini ngokuthenga umugqa wesizukulwane sesi-3.5 kwaHyundai ngo-2003. Ngemva kweminyaka eyisithupha yokusebenza kanzima, zasungula umugqa wesizukulwane sesi-8.5 ohamba phambili emhlabeni wonke ngo-2009. Ngo-2017, izinkampani zamaphaneli zaseShayina zaqala ukukhiqizwa ngobuningi emgqeni wesizukulwane se-10.5 othuthuke kakhulu emhlabeni, zidlula amaphaneli aseKorea emakethe yamaphaneli e-LCD.

Eminyakeni emihlanu eyalandela, amaphaneli aseShayina anqoba ngokuphelele amaphaneli aseKorea emakethe yamaphaneli e-LCD. Ngokuthengiswa kwe-LG Display komugqa wayo wokugcina wesizukulwane sesi-8.5 ngonyaka odlule, amaphaneli aseKorea ahoxile ngokuphelele emakethe yamaphaneli e-LCD.

Manje, izinkampani zamaphaneli zaseKorea zibhekene nezinselelo ezinkulu ezivela kumaphaneli aseShayina emakethe yamaphaneli e-OLED athuthukile. I-Samsung kanye ne-LG Display of Korea ngaphambilini beziphethe izikhundla ezimbili eziphezulu emakethe yomhlaba wonke yamaphaneli e-OLED amancane naphakathi. I-Samsung, ikakhulukazi, yayinesabelo semakethe esingaphezu kuka-90% emakethe yamaphaneli e-OLED amancane naphakathi isikhathi eside.

Kodwa-ke, selokhu i-BOE yaqala ukukhiqiza amaphaneli e-OLED ngo-2017, isabelo semakethe se-Samsung emakethe yamaphaneli e-OLED siye sehla njalo. Ngo-2022, isabelo semakethe se-Samsung emakethe yamaphaneli e-OLED amancane naphakathi emhlabeni wonke sase sehle saya ku-56%. Uma sihlanganiswa nesabelo semakethe se-LG Display, sasingaphansi kuka-70%. Phakathi naleso sikhathi, isabelo semakethe se-BOE emakethe yamaphaneli e-OLED sase sifinyelele ku-12%, sidlula i-LG Display saba sesibili ngobukhulu emhlabeni jikelele. Izinkampani ezinhlanu kweziyishumi eziphezulu emakethe yamaphaneli e-OLED yomhlaba wonke zingamabhizinisi aseShayina. 

Kulo nyaka, i-BOE kulindeleke ukuthi yenze intuthuko enkulu emakethe yamaphaneli e-OLED. Kunamahemuhemu okuthi i-Apple izonikeza cishe ama-70% ama-oda amaphaneli e-OLED e-iPhone 15 esezingeni eliphansi ku-BOE. Lokhu kuzokwandisa isabelo semakethe se-BOE emakethe yamaphaneli e-OLED yomhlaba wonke. 

Kungalesi sikhathi lapho i-Samsung iqalise khona icala le-patent. I-Samsung isola i-BOE ngokwephula amalungelo obunikazi obuchwepheshe be-OLED futhi ifake uphenyo lokwephulwa kwamalungelo obunikazi kwi-International Trade Commission (ITC) e-United States. Abantu abangaphakathi embonini bakholelwa ukuthi isinyathelo se-Samsung sihlose ukucekela phansi ama-oda e-BOE e-iPhone 15. Phela, i-Apple iyikhasimende elikhulu kunawo wonke le-Samsung, kanti i-BOE iyimbangi enkulu ye-Samsung. Uma i-Apple ibingashiya i-BOE ngenxa yalokhu, i-Samsung ibizoba yindlalifa enkulu kunawo wonke. I-BOE ayizange ihlale phansi futhi iphinde yaqala icala le-patent ngokumelene ne-Samsung. I-BOE inethemba lokwenza kanjalo.

Ngo-2022, i-BOE yabalwa phakathi kwezinkampani eziyishumi eziphezulu ngokwezicelo ze-patent ze-PCT futhi yabekwa endaweni yesishiyagalombili ngokwezimvume zobunikazi ezinikeziwe e-United States. Ithole izimvume zobunikazi ezingu-2,725 e-United States. Nakuba kukhona igebe phakathi kwezimvume zobunikazi ze-BOE kanye nezimvume zobunikazi ze-Samsung ezingu-8,513, izimvume zobunikazi ze-BOE cishe zigxile ngokuphelele kubuchwepheshe bokubonisa, kuyilapho izimvume zobunikazi ze-Samsung zimboza izimvume zokugcina, ama-CMOS, izibonisi, kanye nezimvume zeselula. I-Samsung ingase ingabi nenzuzo ngempela ezimvumelweni zobunikazi zokubonisa.

Ukuzimisela kwe-BOE ukubhekana namacala e-patent e-Samsung kugqamisa izinzuzo zayo kubuchwepheshe obuyinhloko. Kusukela kubuchwepheshe bephaneli yokubonisa obuyisisekelo kakhulu, i-BOE iqoqe iminyaka eminingi yesipiliyoni, inezisekelo eziqinile namakhono obuchwepheshe aqinile, okwenza ibe nokuzethemba okwanele kokusingatha amacala e-patent e-Samsung.

Njengamanje, i-Samsung ibhekene nezikhathi ezinzima. Inzuzo yayo eningi kwikota yokuqala yalo nyaka yehle ngo-96%. Amabhizinisi ayo e-TV, omakhalekhukhwini, ama-chip okugcina izinto, kanye namaphaneli konke kubhekene nokuncintisana okuvela kozakwabo baseShayina. Njengoba ibhekene nokuncintisana okungekuhle emakethe, i-Samsung iphendukela enkantolo yelungelo lobunikazi ngokungathandi, okubonakala sengathi ifinyelela eqophelweni lokuphelelwa yithemba. Okwamanje, i-BOE ikhombisa umfutho ochumayo, iqhubeka nokubamba isabelo semakethe se-Samsung. Kule mpi phakathi kwala maqembu amabili amakhulu, ubani ozophuma njengomnqobi wokugcina?