BOE A (000725.SZ) ta fitar da tarihin dangantakar masu saka hannun jari a ranar 22 ga Fabrairu.BOE ta amsa tambayoyin kan farashin panel, ci gaban kasuwanci na AMOLED da nunin kan jirgi, bisa ga mintuna.BOE ta yi imanin cewa, a halin yanzu, yawan karuwar masana'antu har yanzu yana cikin ƙananan matakin, amma farashin farashin panel yana da karfi, don haka samfurori na LCD za su sami damar da za su iya kawo girma da farashin farashi.
BOE A (000725.SZ) ta fitar da fom ɗin Rikodin Dangantakar Masu Zuba jari a ranar 22 ga Fabrairu, 2023.
Tambaya 1: Ta yaya kamfani yake ganin farashin panel LCD yana zuwa?
Amsa 1: A cikin 2022, ci gaban tattalin arzikin duniya ya yi kasala, yawan amfani da shi yana ci gaba da yin rauni, kuma abokan cinikin tambarin mabukaci sun fi shafa.Masana'antar nunin semiconductor ta ci gaba da koma baya na rabin na biyu na 2021, kuma aikin masana'antar ya ci gaba da raguwa cikin shekara.
Dangane da bayanan hukumar tuntuɓar ɓangare na uku, a cikin kwata na farko na 2023, farashin samfuran girman manyan samfuran LCDTV sun kasance da kwanciyar hankali.Rushewar samfuran IT yana ci gaba da raguwa, kuma wasu farashin samfuran sun daina faɗuwa.A halin yanzu, gabaɗayan ƙarfin ƙarfin masana'antar har yanzu yana kan ƙaramin matakin, wanda aka ɗauka akan yanayin ƙarancin ƙima na yanzu, amma buƙatar haɓakar farashin yana da ƙarfi, samfuran LCD za su sami damar shigar da ƙara da hauhawar farashin.
Bugu da ƙari, bisa ga hasashen hukumar tuntuɓar, 2023, babban yanki na buƙatar samfuran LCD zai dawo zuwa haɓaka, musamman kasuwar TV za ta ci gaba da girma.Masana'antar nunin semiconductor za ta dawo zuwa yanayin rashin ƙarfi na zamani.
Tambaya 2: Menene ci gaban masana'antar AMOLED mai sassauƙa a cikin 2022?
Amsa 2: A cikin 2022, jigilar masana'antu gabaɗaya na AMOLED mai sassauƙa ya ci gaba da haɓaka haɓaka, ƙimar shigarsa a cikin filin wayowin komai da ruwan ya ci gaba da ƙaruwa, kuma ya fito a cikin sabbin filayen aikace-aikacen kamar kwamfutocin littafin rubutu da abin hawa.Koyaya, rashin ƙarfi ta amfani da tasha ya shafa, yawan haɓakar jigilar masana'antu gabaɗaya ya yi ƙasa da yadda ake tsammani.A lokaci guda, akwai bayyananniyar gasa mai rahusa tsakanin wasu samfuran matakin shigar abokan ciniki, kuma farashin samfuran AMOLED masu sassaucin ra'ayi ya ragu sosai.
Tambaya 3: Ta yaya kasuwancin AMOLED mai sassauƙa ke ci gaba?
Amsa 3: A cikin fuskantar yawancin illar kasuwa, kamfanin ya cimma burin jigilar kayayyaki na shekara-shekara na AMOLED mai sauƙi a cikin 2022, kuma ya ci gaba da haɓaka sama da 30% idan aka kwatanta da bara.Adadin manyan samfuran ya karu musamman musamman, kuma an sami nasarar samar da yawan jama'a a cikin sabbin wuraren aikace-aikacen kamar abin hawa da kwamfutar tafi-da-gidanka.
Koyaya, kasuwancin AMOLED na kamfanin yana ci gaba da fuskantar matsin lamba saboda raguwar darajar kuɗi da raguwar riba daga abokan cinikin Android.
A cikin 2023, yayin da kasuwancin AMOLED na kamfanin ke ci gaba da haɓaka, kuma rabon abokin ciniki yana ci gaba da ƙaruwa.Ana tsammanin jigilar samfuran AMOLED na kamfanin mai sassauƙa ana tsammanin zai ci gaba da haɓaka haɓaka.Har ila yau, kamfanin zai ci gaba da inganta yawan jigilar kayayyaki na samfurori masu mahimmanci, inganta ribar samfurin, inganta haɓakar haɓakar LTPO, nadawa, abin hawa, IT da sauran sababbin fasaha da sababbin sassa, da kuma yin ƙoƙari. don inganta ayyukan kasuwancin AMOELD mai sassauƙa.
Tambaya 4: Menene fa'idodin gasa na kamfani a fagen nunin abin hawa?
BOE ta kasance mai zurfi a cikin filin nunin kan-jirgin shekaru da yawa.BOE Fine Electronics shine kawai samfurin nunin kan jirgin da tsarin kasuwancin tsarin.
Dangane da fasahar nuni, kamfanin ya ƙaddamar da samfuran da ke amfani da sassauƙan AMOLED, MiniLED, BDCELL da sauran manyan fasahohin nuni, waɗanda ake amfani da su sosai a cikin sabbin ƙirar ƙirar mota mai haɗe-haɗe.Dangane da albarkatun iya aiki, dogara ga kamfanin a-Si, LTPS, albarkatun fasaha na Oxide, tsarin kasuwanci na nuni na kan jirgin yana ci gaba da ingantawa, kuma sikelin da tsarin samfurin yana ci gaba da ingantawa.Dangane da bayanan hukumar ba da shawarwari na ɓangare na uku, tun daga farkon rabin farkon 2022 na BOE nunin abin hawa a kasuwar jigilar kayayyaki a karon farko ya sami na farko a duniya, kwata na uku ya ci gaba da kula da kasuwar duniya ta farko, rabon kasuwa sama da 16. %.
Bugu da kari, BOE Fine Electronics Chengdu on-board Nuni Base da aka sanya a cikin aiki a 2022. Wannan module tushe yana da shekara-shekara fitarwa na game da miliyan 15 a kan jirgin nuni, wanda zai iya rufe LCD a kan-board nuni kayayyaki jere daga 5 inci zuwa Inci 35, yana taimakawa ci gaba da haɓaka fa'idar fa'idar kasuwancin da ke da alaƙa.
Lokacin aikawa: Fabrairu-28-2023