Baetsi ba mahlakore a China ba kenyelletsa barekisi ba marang-rang ba li-TV ba bararo, ba kopaneng ba etsang karolo e fetang 50% ea karolo ea mmaraka

E angoa ke kemiso ea nako e telele ea tlhahiso ea feme ea LCD ea moloko oa 8.5 ea Samsung Display Korea Boroa le lebelo le liehang la baetsi ba likarolo tsa bobeli ho fetisetsa li-TV ho lihlahisoa tsa IT, ho hakanngoa hore thepa ea TV ea 2021 e tla khutlela maemong a ts'oanang le ho 2020., Re fihla likotoana tse limilione tse 269. Baetsi ba karolo ea China ba kenyelelitse tse tharo tse holimo maemong, e ikarabellang ho feta 50% ea mmaraka ka kakaretso.

Ka kopanyo ea baetsi ba marang-rang, khokahano ea bokhoni ba tlhahiso, ntlafatso ea mahlale a morao-rao, le tlhoko e ntseng e phahama ka 2021, ntle le ho kenya tšebetsong leano la tlhahiso la kholo e kholo, baetsi ba lihlahisoa ba tla tsoelapele ho nyolla litheko tsa phanele le ho fokotsa phaello. Tlas'a khatello, e se e qalile ho hlophisa ka nepo litokisetso tsa boholo ba sehlahisoa. Ka hona, ho lebelletsoe hore boholo ba boholo ba likarolo tsa TV selemong sena bo na le monyetla oa ho nyoloha ka lisenthimithara tse 1,6, ho ea ho lisenthimithara tse 50.

Mohlahlobi oa TrendForce Chen Qiaohui o boetse a re boholo bo boholo bo tla thusa ho cheka matla a tlhahiso. Bokhoni bo fokolang ba tlhahiso halofong ea pele ea 2021 bo ke ke ba lebisa ho haelloang ke phepelo feela, empa hape bo ts'ehetsa mokhoa o tsoelang pele oa holimo oa litheko tsa phanele ea TV; le TV ka halofo ea bobeli ea selemo. Hore na tlhoko ea liphanele e lula e ts'oana, re tlameha ho hlokomela lintlha tse 'maloa tsa mantlha: Ea pele, hore na keketseho ea litheko tsa mebaraka e sa feleng e tla ama ho reka; ea bobeli, hore na boemo ba seoa bo laotsoe ka nepo kamora hore ente e fanoe linaheng tse fapaneng; la boraro, hore na ho hlaphoheloa hoa moruo oa lefatše ho totobetse, jj .; Potso ea hoqetela ke hore na tlhoko ea moreki ea liotara tse fetelletseng e phatlohile ka lebaka la keketseho ea theko ea thepa e tala, likotsi tsa indasteri tse kang mollo le likotsi tse ling tsa indasteri, khaello ea khalase, phepelo e tiileng ea IC, le nako e telele ea lipalangoang .

Linatla tse peli tsa baetsi ba li-panel tsa China, BOE le China Star Optoelectronics, li tsoetse pele ho eketsa bokhoni ba tsona ba tlhahiso mme kopanyo le thepa li felile. Hammoho, ba babeli ba tla ikarabella ho 40% ea thepa e akaretsang ea phanele ea TV. Ka nako e ts'oanang, BOE le Huaxing Optoelectronics ba ntse ba ntlafatsa bokhoni ba bona ba mahlale le ho khothaletsa phetiso ea lihlahisoa tse phahameng, joalo ka 8K, ZBD, AM MiniLED, jj. tšimo libakeng tse holimo le ho fihlela phihlello e kopaneng e emeng ka lebaka la tsoelo-pele ea mahlale le lichelete tse ngata.

Ntle le moo, Huike, eo matla a hae a tlhahiso a ntseng a eketseha, ka tlhaho e fetohile sepheo sa mmaraka ha phepelo e feta tlhoko. Hammoho le semela sa Changsha H5 se haufi le ho kenya tlhahiso ea bongata, Huike e na le mela e mene ea tlhahiso ea meloko e 8.6. Selemong sena, ka keketseho ea bokhoni ba tlhahiso, e fetohile sepheo sa lihlahisoa tsa mohala oa pele. Ka maano a mang a tšebelisano-mmoho, ho lebelletsoe hore Huike a kene ho tse tharo tse holimo lenaneng la thepa ea TV ka lekhetlo la pele, ka thomello ea likotoana tse ka bang limilione tse 41.91, kholo ea selemo le selemo ea 33.7%.

Likepe tsa AUO le tsa Innolux tsa Taiwan li ntlafalitsoe hanyane ka lebaka la matla a fokolang a tlhahiso, empa bobeli ba bona ba ikemiselitse ho ntlafatsa sehlahisoa le maano a tšebelisano-mmoho, a ba tlisetsang melemo e meng. Har'a bona, AUO ha e etelle indasteri pele ho nts'etsopele ea lihlahisoa tse phahameng haholo tsa 8K + ZBD, empa hape e etella pele baetsi ba bang ba phanele ho nts'etsopele ea Micro LED. Ntle le phapang ea lihlahisoa, Innolux e na le ODM ea eona e le e 'ngoe ea melemo ea eona. Ho bohlokoa ho bolela hore baetsi ba mahlakore a mabeli a Taiwan ba ts'epa melemo ea sehlopha le kamano ea bona ea tšebelisano 'moho le baetsi ba meralo ea IC. Boemong ba hajoale ba phepelo e tiileng ea IC, e molemo ho feta baetsi ba bang ba phanele.

Le ha LGD ea Korea Boroa le Samsung Display li atolositse kemiso ea tlhahiso ea mohala oa tlhahiso oa LCD oa Korea ho fihlela litlhoko tse matla tsa mmaraka, ba ntse ba fetohela lihlahisoa tse ncha. Har'a tsona, LG Display e tla holisa matla a tlhahiso ea semela sa eona sa Guangzhou OLED kotareng ea bobeli ea selemo sena e le ho holisa mmaraka oa OLED ho ea pele. Leha Samsung Display e tla theoha maemong ka lebaka la phokotso ea matla a tlhahiso ho 2021, lihlahisoa tse ncha tsa QD-OLED li lebelletsoe ho kena 'marakeng semmuso kotareng ea bone ea selemo sena, ka thomello ea li-unit tsa limilione tse 2 tse lebelletsoeng ho 2022.


Nako ea poso: Apr-13-2021