Tlhahlobo ea 'maraka ea indasteri ea liphanele tsa China ka 2021: LCD le OLED ke tsona tse ka sehloohong

Ka boikitlaetso bo sa feleng ba baetsi ba liphanele, matla a lefats'e a tlhahiso ea liphanele a fetiselitsoe China.Ka nako e ts'oanang, kholo ea matla a tlhahiso ea phanele ea China e hlolla.Hajoale, China e se e le naha e nang le matla a maholohali a tlhahiso ea LCD lefatšeng.

Ha re shebane le phaello e ikhethang ea tlhōlisano ea LCD ea baetsi ba malapeng, baetsi ba Samsung le LGD ba phatlalalitse hore ba tla itokolla marakeng a LCD.Empa ho qhoma ha seoa sena ho bakile phapang lipakeng tsa phepelo le tlhoko.E le ho netefatsa phepelo e tloaelehileng ea liphanele bakeng sa lihlahisoa tsa bona tsa ho qetela, Samsung le LCD li phatlalalitse ho lieha ho koaloa ha mela ea tlhahiso ea LCD.

Panel ke moetapele oa indasteri ea Optoelectronic, LCD le OLED ke lihlahisoa tsa mantlha

Indasteri ea liphanele e bua haholo ka indasteri ea li-touch display panel bakeng sa lisebelisoa tsa elektroniki tse kang lithelevishene, likhomphutha tsa desktop, lilaptop le mehala ea thekeng.Matsatsing ana, theknoloji ea ho bonts'a tlhahisoleseling e bapala karolo ea bohlokoa haholoanyane mesebetsing ea batho ea sechaba le bophelong ba letsatsi le letsatsi.80% ea ho nkuoa ha tlhahisoleseling ea batho e tsoa ponong, 'me tšebelisano lipakeng tsa lisebelisoa tse fapaneng tsa litsamaiso tse fapaneng tsa tlhahisoleseling le batho li hloka ho phethahala ka pontšo ea tlhahisoleseling.Kahoo indasteri ea liphanele e fetohile moetapele oa indasteri ea optoelectronics, haufi le indasteri ea microelectronics indastering ea tlhahisoleseling, 'me e fetohile e' ngoe ea liindasteri tsa bohlokoa ka ho fetisisa.Ho ea ka pono ea ketane ea indasteri, indasteri ea liphanele e ka aroloa ka lisebelisoa tsa mantlha tse holimo, tlhahiso ea liphanele tse mahareng le lihlahisoa tse tlase.Har'a tsona, lisebelisoa tsa motheo tse ka holimo li kenyelletsa: substrate ea khalase, filimi ea mebala, filimi ea polarizing, kristale ea metsi, thepa ea sepheo, joalo-joalo;Ho hlahisa liphanele tse bohareng ho kenyelletsa Array, Cell le Module;Lihlahisoa tse tlase li kenyelletsa: LITŠOANTŠISO, lik'homphieutha, liselefouno le lisebelisoa tse ling tsa elektronike.

 analysis

Hajoale, lihlahisoa tse peli tsa mantlha 'marakeng oa phanele ke LCD le OLED ka ho latellana.LCD e phahametse OLED ka theko le bophelo ba ts'ebeletso, ha OLED e phahametse LCD ka botšo le phapang.Chaena, LCD e ne e le karolo ea 78% ea 'maraka ka 2019, athe OLED e ne e le karolo ea 20%.

Phetiso ea phanele ea lefats'e ho ea Chaena, matla a tlhahiso ea LCD ea China a maemong a pele lefatšeng

Korea e ile ea sebelisa monyetla oa ho sesa ha mokelikeli oa kristale bohareng ba lilemo tsa bo-1990 ho atolosa ka potlako 'me ea hapa Japane ho pota 2000. Ka 2009, BOE ea Chaena e phatlalalitse kaho ea moloko oa 8.5, ho senya thibelo ea theknoloji pakeng tsa Japane, Korea Boroa le Taiwan.Joale Sharp, Samsung, LG le lik'hamphani tse ling tsa Majapane le Korea Boroa li ile tsa etsa qeto ea ho haha ​​​​mehala ea moloko oa 8 Chaena ka lebelo le tsotehang.Ho tloha ka nako eo, indasteri ea LCD naheng ea China e kene lilemong tse leshome tsa keketseho e potlakileng.Kamora nts'etsopele ea lilemo tsa morao tjena, indasteri ea liphanele ea China e tsoa ka morao.Ka 2015, matla a tlhahiso ea liphanele tsa LCD tsa China a bile 23% ea lefats'e.Hammoho le Bahlahisi ba Korea ba phatlalalitse ho ikhula ho LCD le ho fetohela ho OLED, bokhoni ba tlhahiso ea Global LCD bo bokelletsoeng naheng ea China.Ka 2020, tlhahiso ea LCD ea Chaena e ne e le ea pele lefatšeng, 'me naha ea Chaena e hlahisa hoo e ka bang halofo ea LCD ea lefats'e.

China e ntse e tsoela pele ho etella pele lefats'e ka kholo e makatsang ea bokhoni ba tlhahiso ea liphanele

Ntle le moo, ka ho potlakisa tlhahiso ea matla a tlhahiso ea LCD G8.5 / G8.6 tse ngata, mohala oa moloko oa G10.5 le mohala oa moloko oa OLED G6, tlhahiso ea LCD ea China le OLED e bolokile kholo e phahameng, e leng pele ho lefatše lohle. kholo ea matla a phanele.Ka selemo sa 2018, sekhahla sa kholo ea tlhahiso ea phanele ea LCD ea China se bile se fihla ho 40.5%.Ka selemo sa 2019, tlhahiso ea LCD le OLED ea China e fihlile ho lisekoere-mithara tse limilione tse 113.48 le lisekoere-mithara tse limilione tse 2.24, ka kholo ea Selemo le selemo ea 19.6% le 19.8% ka ho latellana.

 analysis-2

analysis-3

Mokhoa oa tlholisano - Ho fumana PANDA ha BOE ho tla tsitsisa boemo bo etelletseng pele ho LCD.

Ebile, maemo a tlholisano a mmaraka oa lefats'e oa LCD a fetohile haholo ho tloha ha matla a tlhahiso ea LCD a tloha Korea Boroa le Taiwan ho ea naheng ea China.Haufinyane tjena, BOE e fetohile morekisi e moholo ka ho fetisisa lefatšeng oa liphanele tsa LCD.Ho sa tsotellehe hore na ho na le palo ea phepelo kapa sebaka sa phepelo ea boholo bo boholo ba LCD panel, BOE e ikarabella ho feta 20% ea 'maraka oa lefats'e ka 2020. 'Me, bohareng ba 2020, BOE e phatlalalitse hore e tla fumana CLP Panda.Ka ho phethoa ha ho fumana mohala oa tlhahiso ea PANDA ea CLP nakong e tlang, boemo ba 'maraka ba BOE tšimong ea LCD bo tla totobatsoa haholoanyane.Ho ea ka Omdia, kabelo ea thepa ea BOE ka boholo bo boholo ba LCD e tla fihla ho 32% ka mor'a hore e fumane, 'me sebaka sa LCD sa thepa se tla ba karolo ea 27.3% ea' maraka.

analysis-4

analysis-5

Hona joale, baetsi ba LCD ba Chaena le bona ba sebetsa haholo-holo mohahong o mong oa LCD oa moloko o phahameng.Ho tloha 2020 ho isa 2021, BOE, TCL, HKC le CEC li tla kenya ka tatellano tlhahiso le mela ea bohlokoa ea 8 ea meloko e fetang 7 ho Mainland China.

Mmaraka oa OLED o busoa ke Samsung, mme bahlahisi ba malapeng ba ntse ba tsoela pele ka mokhoa o mafolofolo.

Mmaraka oa OLED hajoale o busoa ke baetsi ba Korea.Theknoloji e holileng ea Samsung ea AMOLED le bokhoni bo bongata ba tlhahiso e na le monyetla o hlakileng, ka hona tšebelisano ea bona ea maano le mofuta oa eona e ile ea teba le ho feta ka selemo sa 2019. Ho latela lipalo-palo tsa Sigmaintell, karolo ea mmaraka ea OLED ea Samsung e fihlile ho 85.4% ka 2019, eo ho eona Flexible OLED e nang le mmaraka. karolo ea 81.6%.Leha ho le joalo, Lilemong tsa morao tjena, baetsi ba Machaena ba boetse ba sebetsa 'marakeng oa OLED, haholo-holo lihlahisoa tse feto-fetohang.Hona joale BOE e na le mela e tšeletseng ea tlhahiso ea OLED e ntseng e hahuoa kapa e ntse e hahuoa.


Nako ea poso: Sep-28-2021