Amaphuzu Abalulekile: Le nkampani ithe abakhiqizi embonini basebenzisa isu "lokukhiqiza ngokufunwa", belungisa amazinga okusetshenziswa komugqa wokukhiqiza ngokuya ngezinguquko ezidingweni zemakethe. Kwikota yokuqala ka-2025, eqhutshwa yisidingo sokuthumela kwamanye amazwe kanye nenqubomgomo "yokuhweba", isidingo semakethe yokugcina sasinamandla, okwaholela ekukhuphukeni okuphelele kwamanani amaphaneli e-LCD TV amakhulu. Kodwa-ke, ngemuva kwekota yesibili, izinguquko endaweni yokuhweba yamazwe ngamazwe zabangela ukupholisa kwesidingo sokuthengwa kwamaphaneli, kanti amanani ehla ngoJulayi. Noma kunjalo, isidingo sokugcinwa kwamaphaneli kulindeleke ukuthi siphinde sibuyele esimweni saso kancane ngo-Agasti, futhi izinga lokusetshenziswa kwemboni lizophinde libuye kancane.

Ngomhlaka-30 kuJulayi, i-BOE A yakhipha isimemezelo esithi umsebenzi wobudlelwano nabatshalizimali wenziwa ngocingo lwengqungquthela ngomhlaka-29 kuJulayi 2025, ugxile ezingxoxweni mayelana nokuhlinzekwa kanye nesidingo se-LCD, izitayela zamanani omkhiqizo, intuthuko ebhizinisini le-AMOLED eliguquguqukayo, kanye nezitayela zentuthuko zesikhathi esizayo zemboni.

Le nkampani ikhulume ngokuthi abakhiqizi bemboni bamukela isu "lokukhiqiza ngokufunwa", belungisa amazinga okusetshenziswa komugqa wokukhiqiza ngokusekelwe ekushintsheni kwesidingo semakethe. Ku-Q1 2025, isidingo esinamandla semakethe yokugcina—esiqhutshwa yizidingo zokuthumela kwamanye amazwe kanye nenqubomgomo "yokuhweba ngaphakathi"—sanyusa amanani amaphaneli e-LCD TV ajwayelekile kuwo wonke amabhodi. Kodwa-ke, ngemuva kwekota yesibili, ushintsho endaweni yokuhweba yamazwe ngamazwe lwapholisa isidingo sokuthengwa kwamaphaneli, okwaholela ekwehleni kwentengo kancane ngoJulayi. Kulindeleke ukuthi isidingo sesitokwe sizobuya kancane kancane ngo-Agasti, okwenza amazinga okusetshenziswa kwemboni akhuphuke kancane.

Ngokuphathelene ne-AMOLED eguquguqukayo, inkampani isungule izinzuzo ngobukhulu bomthamo wokukhiqiza kanye nobuchwepheshe. Umgomo wayo wokuthunyelwa yiyunithi eziyizigidi ezingu-140 zamayunithi ka-2024 kanye namayunithi ayizigidi ezingu-170 ngo-2025. Esakhiweni semali engenayo sika-2024 sebhizinisi lamadivayisi okubonisa, imikhiqizo ye-TV, imikhiqizo ye-IT, omakhalekhukhwini be-LCD neminye imikhiqizo, kanti imikhiqizo ye-OLED ibalwa ngo-26%, 34%, 13%, kanye no-27% ngokulandelana. Le nkampani iphinde yatshala imali ekwakheni umugqa wokukhiqiza we-AMOLED wesizukulwane esingu-8.6, okulindeleke ukuthi ufinyelele ekukhiqizweni okukhulu ekupheleni kuka-2026, okuqinisa ukuncintisana kwayo embonini yokubonisa ye-semiconductor.

Ngokuphathelene nekusasa lomkhakha, inkampani ikholelwa ukuthi imboni yokubonisa ingena esikhathini sokulinganisela kabusha. I-LCD izohlala ingubuchwepheshe bokusetshenziswa obujwayelekile esikhathini esimaphakathi neside, kuyilapho imakethe ye-OLED ephezulu iqhubeka nokwenza intuthuko.

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