Ngokusho kwemibiko yabezindaba baseNingizimu Korea ngoSepthemba 30, i-Sunic System izokwandisa kakhulu amandla ayo okukhiqiza imishini yokuhwamuka ukuze ihlangabezane nokwandiswa kwemakethe ye-OLED yesizukulwane sesi-8.6—ingxenye ebhekwa njengobuchwepheshe be-organic light-emitting diode (OLED) yesizukulwane esilandelayo.

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Imithombo yezimboni ikhombisa ukuthi emhlanganweni wayo webhodi ngomhlaka-24, i-Sunic System yanquma ukwakha ifektri entsha endaweni yezimboni ejwayelekile yasePyeongtaek Naeseong, eNingizimu Korea. Ukutshalwa kwezimali kufinyelela ku-19 billion won (cishe ama-RMB ayizigidi ezingu-96.52), okubalwa cishe u-41% wemali yenkampani. Isikhathi sokutshalwa kwezimali sizoqala ngomhlaka-25 wenyanga ezayo futhi kulindeleke ukuthi siphele ngomhlaka-24 Juni 2026, kanti ukwakhiwa kwangempela kulindeleke ukuthi kuqale engxenyeni yokuqala yonyaka ozayo. Ifektri entsha izokhiqiza imishini ehlukahlukene yesizukulwane esilandelayo, okuhlanganisa imishini yokuhwamuka ye-OLED yesizukulwane sesi-8.6, amadivayisi e-OLEDoS (OLED on Silicon), kanye nemishini ehlobene ne-perovskite.

Abantu abangaphakathi embonini bakholelwa ukuthi lokhu kutshalwa kwezimali kuhlobene nesidingo esikhulayo somhlaba wonke semishini yokuhwamuka. I-Samsung Display yahola ekumemezeleni ukutshalwa kwezimali kuma-OLED esizukulwane sesi-8 kwizinhlelo zokusebenza ze-IT; ngemuva nje kwalokho, abakhiqizi abakhulu bamaphaneli njenge-BOE, i-Visionox, kanye ne-TCL Huaxing nabo baveze izinhlelo zabo zokutshalwa kwezimali zama-OLED esizukulwane sesi-8. Ngakho-ke, i-Sunic System ibonakala yenza amalungiselelo kusengaphambili okuqinisekisa amandla okukhiqiza imishini yokuhwamuka. Ngaphezu kwalokho, uma sicabangela ukutshalwa kwezimali kwesigaba sesibili se-BOE kuma-OLED esizukulwane sesi-8.6 kanye nokwamukelwa okungenzeka kobuchwepheshe be-Fine Metal Mask (FMM) yi-Visionox, isinqumo se-Sunic System sibonisa nokuqiniseka kwayo kuma-oda esikhathi esizayo.

UKang Min-gyu, umcwaningi kwa-IBK Investment & Securities, uthe encwadini yakhe yakamuva: “Ngalolu tshalomali, i-Sunic System izothola amandla okukhiqiza imishini yokuhwamuka ekhiqizwa ngobuningi engu-4 minyaka yonke. Imishini yokuhwamuka ekhiqizwa ngobuningi ivame ukuba namamitha amaningi ngobukhulu, ngakho-ke ifektri ezinikele ibalulekile ukuqinisekisa ukukhiqizwa okuzinzile.”

Uphinde waphawula ukuthi umjikelezo wokwanda komhlaba wonke wemigqa yokukhiqiza yesizukulwane sesi-8 yabakhiqizi bamaphaneli uyashesha. “I-Samsung Display yaba ngeyokuqala ukunquma ukwandisa umugqa wokukhiqiza we-IT OLED wesikali esingu-32K, kulandele i-BOE ne-Visionox, abakhethe ukwandisa isikali esingu-32K, kanye ne-TCL Huaxing, enqume ukwandisa isikali esingu-22.5K.”

Amathemba emakethe yezimali ngokuthuthuka kokusebenza kweSunic System nawo ayakhula. Ngokusho kwedatha evela enkampanini yolwazi lwezezimali i-FnGuide, imali engenayo yokusebenza yeSunic System kwikota yesithathu yalo nyaka kulindeleke ukuthi ifinyelele ku-87.9 billion won, okuwukwenyuka konyaka nonyaka okungu-584%, kuyilapho inzuzo yayo yokusebenza kulindeleke ukuthi ibe yi-13.3 billion won. Ngonyaka wonke, imali engenayo kulindeleke ukuthi ifinyelele ku-351.4 billion won kanye nenzuzo yokusebenza engu-57.6 billion won, okumele ukukhula konyaka nonyaka okungu-211.2% kanye no-628.9% ngokulandelana. Inzuzo ehlanzekile nayo ibikezelwe ukuthi ifinyelele ku-60.3 billion won, ishintsha kusukela ekulahlekelweni ngonyaka odlule iye enzuzweni.

Ngaphezu kwalokho, umuntu ongaphakathi embonini uphawule wathi: “Ngenkathi umongo walokhu kutshalwa kwezimali okusha kwefektri kuyimishini yokuhwamuka ye-OLED yesizukulwane esingu-8.6, umgomo obanzi ukwandisa umthamo wokukhiqiza wonke, hhayi nje ukuwukhawulela emishinini ethile. Njengoba ifektri izomboza imishini ye-OLED yesizukulwane sesi-6, i-OLEDoS, kanye ne-perovskite, ingabonakala njengokulungiselela ukukhula kwe-oda kwesikhathi esizayo. Lesi sinqumo sibonisa ukuzethemba kwenkampani kuma-oda esikhathi esizayo, futhi amakhasimende afuna nokuqinisekisa ukuthi kukhona umthamo wokukhiqiza owanele ukufeza ama-oda—ngakho-ke umthamo wokwandisa uzoba nomthelela omuhle.”