90% LCD Module Sayarwa daga China

A watan Mayu.20^th., ChosunBiz ya ruwaito cewa, Samsung Nuni zai haɓaka kasuwancin LCD a wannan shekara kuma ya canza dabarun TV.Ana sa ran Samsung zai dogara ga kasar Sin don yawancin samar da bangarorin LCD a nan gaba.Rahoton ya ce Samsung Nuni zai rufe kasuwancinsa na LCD tare da tallace-tallacen nunin adadi (QD).Ko da yake ƙananan da matsakaita masu girma dabam da aka yi amfani da su a cikin wayowin komai da ruwan an canza su zuwa diodes masu haske na halitta (OLEDs), amma buƙatar manyan LCDs da ake amfani da su a TVS har yanzu yana girma.

Tun da farko Samsung Display ya yi niyyar kawo karshen kasuwancinsa na LCD a karshen shekarar 2020, amma Samsung Electronics ya bukaci kamfanin da ya ci gaba da gudanar da kasuwancin LCD har zuwa wannan shekara saboda damuwarsa cewa karfin cinikinsa zai ragu saboda karuwar samar da kayayyaki daga China.

Tun daga shekara ta 2010, masana'antar nunin kayayyaki ta kasar Sin ta sami nasarar samar da kayayyaki masu yawa, kuma farashin kayayyakin da ake samarwa ya ragu matuka.A cikin 2020, Samsung Nuni ya sayar da masana'anta na LCD a Suzhou, China, zuwa TCL China Star Optoelectronics Technology.Co., Ltd, da tsire-tsire na cikin gida a Koriya ta Kudu sun ci gaba da rage yawan samarwa.A halin yanzu yawancin samfuran Samsung sune LCD TV waɗanda suka ɗauki yawancin tallace-tallace.

Masana masana'antu sun yi hasashen cewa Samsung Electronics zai dogara da China fiye da kashi 90 na kayan aikin LCD idan Samsung Display ya fice daga kasuwar LCD Module.

Kamar yadda farashin allon LCD ke kan raguwa, ana sa ran Samsung Electronics zai sami fa'ida a cikin shawarwarin farashin kayayyaki na yanzu.Sai dai kuma matsalar ita ce kamfanonin kasar Sin suna kara hakowa duk da raguwar bukatar da ake bukata, kuma da alama za su sake kara farashin kayayyakin abinci, lamarin da ke matsa wa masu kera talabijin lamba.Hakan na nufin Samsung Electronics ya kulla hulda da kamfanonin kasar Sin ba tare da wani kawa mai karfi ba (Samsung Display).

Bugu da ƙari, Samsung Electronics da alama yana da dumi game da sauyawa zuwa nunin ƙarni na gaba.QD-OLED TVS, alal misali, an riga an isar da su ga masu amfani a Arewacin Amurka da Turai, amma har yanzu da sauran tafiya kafin a sake su a Koriya.A cikin kwata na farko rahoton Kudi, Samsung Nuni ya ba da sanarwar nunin QD ta rayayye, amma ba komai game da QD-OLED TV akan siyarwa, yana nuna cewa da gangan ya tsallake nunin TVS na gaba na gaba da yake siyarwa.

Hakanan Samsung Electronics yana tattaunawa da LG Nuni don tabbatar da adadin bangarorin OLED, amma tattaunawar ba ta ci gaba ba saboda bambance-bambancen farashin.

Masu binciken masana'antu sun yi la'akari da cewa dabarun TV na Samsung har yanzu yana iya yin tasiri sosai daga masu yin nunin LCD na kasar Sin.A rubu'in farko na bana, Samsung ya biya dala tiriliyan 2.48 ga kamfanonin TCL na kasar Sin, da AU Optronics da BOE na bangaren LCD, adadin da ya karu da biliyan 600 daga biliyan 1.86 da ya samu a rubu'in farko na shekarar bara.Kuma farashin saye na kwamitin LCD ya tashi zuwa 16.1% na tallace-tallace daga 14.3% a bara.A cikin wannan lokacin, ribar aiki na sashen DX ta fadi daga dala tiriliyan 1.12 da aka samu zuwa biliyan 800.

"Samsung Electronics yana ƙoƙari ya gyara raguwar riba tare da manyan QLED da Neo QLED samfurori, amma idan ya kasa jagorantar shawarwarin farashin samar da LCD panel, aikinsa zai sha wahala," in ji wata majiyar masana'antu.

Mu ne masana'anta na LCD kuma wakilin BOE, samfuran CSOT, idan kuna da buƙatun samfuran LCD, da fatan za a tuntuɓe ni alisa@gd-ytgd.com