Umbutho wophando lwemarike iDSCC (Display Supply Chain Consultants) ukhuphe ingxelo entsha echaza ukuba ngeSamsung Display (SDC) kunye neLG Display (LGD) iyeke ukuveliswa kweemonitha zeLCD, kulindeleke ukuba umthamo wemveliso weLCD wehlabathi wehle ngo-2023.
Okwangoku, ukuhlukaniswa kwekhaya kuye kwaba yinto eqhelekileyo, kwaye imfuno yeekhompyutheni ze-notebook, ii-TV ze-LCD kunye nezinye iimveliso ziye zanda, ezibangela ukuthengiswa kweepaneli ze-LCD ukuqhubeka nokukhula.Ukongeza, iteknoloji ye-MiniLED backlight iphucule kakhulu ukusebenza kwe-LCD, iyancipha ngakumbi i-gap yokusebenza phakathi kwe-LCD kunye ne-OLED kwiimarike eziphezulu ze-IT kunye ne-TV.Ngenxa yoko, amaxabiso e-LCD ayaqhubeka ehlala ephezulu, kwaye abavelisi bafuna ukwandisa imveliso.
Nangona kunjalo, i-DSCC iqikelela ukuba njengoko unikezelo luphucula kwaye ukunqongophala kwamacandelo afana neglasi kunye nomqhubi we-ICs kusonjululwe, ixabiso leepaneli ze-LCD liya kuqala ukuwa ukusuka ekupheleni kwe-2021 okanye ekuqaleni kwe-2022. Nangona kunjalo, ngenxa yokuba iSDC kwaye i-LGD ekugqibeleni iyakuyeka ukuveliswa kwe-LCD, kulindeleke ukuba umthamo we-LCD wokuvelisa uya kuncipha ngo-2023, oya kuthintela ukuhla kwexabiso elongezelelweyo.
I-DSCC yachaza ukuba ngo-2020, umthamo we-LCD wemveliso yabenzi bephaneli baseKorea uya kwenza i-13% yomthamo we-LCD wehlabathi wemveliso.I-SDC kunye ne-LGD ekugqibeleni iya kuvala amandla okuvelisa i-LCD yaseMzantsi Korea.
Nangona kunjalo, ngenxa yemfuno emandla yemarike, iinkampani ezimbini zaseMzantsi Korea zaphuma kwimarike ye-LCD emva kwexesha elilindelekileyo.Phakathi kwabo, i-SDC kulindeleke ukuba ivale onke amandla ayo okuvelisa i-LCD ekupheleni kwe-2021, kwaye i-LGD kulindeleke ukuba ivale onke amandla okuvelisa ngaphandle kwe-P9 kunye ne-AP3 ekupheleni kwe-2022. Oku kunokwenza ukuba ixabiso lepaneli ye-LCD liphinde livuke ekupheleni 2022 okanye 2023.
Nangona kunjalo, ingxelo ibonise ukuba ngenxa yokuba abaninzi abenzi beepaneli e-China batyala imali ekwandiseni, kulindeleke ukuba umthamo we-LCD wokuvelisa uya kunyuka nge-5% ngo-2024, okanye umjikelo omtsha wokuhla kwexabiso unokuqaliswa.
Ixesha lokuposa: Apr-22-2021