Amaphuzu Abalulekile: Inkampani ithe abakhiqizi embonini basebenzisa isu "lokukhiqiza okudingekayo", ukulungisa amazinga okusetshenziswa komugqa wokukhiqiza ngokuya ngezinguquko ezidingweni zemakethe. Ngekota yokuqala ka-2025, eqhutshwa isidingo sokuthumela ngaphandle kanye nenqubomgomo "yokuhweba", isidingo semakethe yokugcina sasiqinile, okuholele ekwenyukeni okuphelele kwamanani amaphaneli e-LCD TV angamasayizi ajwayelekile. Kodwa-ke, ngemva kwekota yesibili, izinguquko esimweni sohwebo samazwe ngamazwe zabangela ukupholisa kwesidingo sokuthengwa kwempahla, ngezintengo zehla ngoJulayi. Noma kunjalo, isidingo sesitokwe sephaneli kulindeleke ukuthi siphinde sibuyele emuva kancane kancane ngo-Agasti, futhi izinga lokusebenzisa imboni lizophinde likhuphuke kancane.

Ngomhla zingama-30 kuJulayi, i-BOE A yakhipha isimemezelo esisho ukuthi umsebenzi wobudlelwano nabatshalizimali waqhutshwa ngocingo lwengqungquthela ngoJulayi 29, 2025, okugxile ezingxoxweni ezimayelana nokunikezwa kwe-LCD nokufunwa, izitayela zentengo yomkhiqizo, inqubekelaphambili ebhizinisini le-AMOLED eliguquguqukayo, kanye nezimo zentuthuko zesikhathi esizayo zomkhakha.

Inkampani iveze ukuthi abakhiqizi bezimboni bamukela isu "lokukhiqiza okudingekayo", ukulungisa amazinga okusetshenziswa komugqa wokukhiqiza ngokusekelwe ekuguquguqukeni kwesidingo semakethe. Ku-Q1 2025, isidingo esiqinile semakethe yokugcina—esigqugquzelwa yizidingo zokuthekelisa kanye nenqubomgomo "yokuhweba"—kwenyuse izintengo zamaphaneli e-LCD TV avamile kuyo yonke indawo. Kodwa-ke, kulandela ikota yesibili, amashifu esimweni sohwebo samazwe ngamazwe apholise isidingo sokuthengwa kwempahla, okuholele ekwehleni kwentengo kancane ngoJulayi. Kulindeleke ukuthi ukufunwa kwesitokwe kuzolulama kancane kancane ngo-Agasti, okuqhubekisela phambili ukuphindaphindeka okusesilinganisweni kwamazinga okusetshenziswa kwemboni.

Mayelana ne-AMOLED eguquguqukayo, inkampani isungule izinzuzo esikalini samandla okukhiqiza nobuchwepheshe. Inhloso yokuthunyelwa kwayo amayunithi ayizigidi eziyi-140 ngonyaka ka-2024 kanye namayunithi ayizigidi eziyi-170 ngonyaka ka-2025. Kusakhiwo semali engenayo yango-2024 yebhizinisi ledivayisi yokubonisa, imikhiqizo ye-TV, imikhiqizo ye-IT, omakhalekhukhwini be-LCD neminye imikhiqizo, kanye nemikhiqizo ye-OLED ibalwa ku-26%, 34%, 13%, kanye no-27% ngokulandelana. Le nkampani iphinde yatshala imali ekwakheni ulayini wokukhiqiza we-AMOLED wesizukulwane se-8.6, okulindeleke ukuthi uzuze ukukhiqizwa ngobuningi ekupheleni kuka-2026, iqinise futhi ukuncintisana kwayo embonini yokubonisa i-semiconductor.

Mayelana nekusasa lemboni, inkampani ikholelwa ukuthi imboni yokubonisa ingena esikhathini sokulinganisa kabusha. I-LCD izohlala ingubuchwepheshe bezicelo ezijwayelekile esikhathini esimaphakathi kuya kwesikhathi eside, kuyilapho imakethe ye-OLED esezingeni eliphezulu iqhubeka nokwenza impumelelo.

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