Abokan cinikin kwamfyutocin kwamfyutoci sun yanke baya kan umarni na LCD panel daga 1Q 2022 saboda faɗuwar buƙatu a cikin kasuwar PC da haɓaka matsin lamba.Duk da cewa buƙatun kwamitin LCD na kwamfutar hannu har yanzu yana haɓaka 2% kwata-kwata-kwata (QoQ) daga 4Q 2021, jigilar kayayyaki miliyan 60.8 a cikin kwata har yanzu miliyan 10 a ƙasa da matsakaicin tarihin 2020-2021, wanda ke wakiltar ƙarancin buƙata yana farawa a cikin 2022.
Idan aka yi la'akari da lokacin siyar da jinkirin al'ada da fifikon narkewar kaya, hasashen sabon jadawalin ƙirar kwamfutar hannu na 2022 yana da ra'ayin mazan jiya.Kuma ko da jadawalin farawa an tura shi baya daga 2Q 2022 (yawanci kowace shekara) zuwa tsakiyar 2022 ko Q3 2022.
Buƙatar Panel na LCD don allunan a cikin 2022 ana tsammanin faɗuwa zuwa matakan 2020
Tablet 1: Tablet LCD panel kaya da hasashen
Lura: Ana sa ran jigilar LCD Panel na 7-inch da manyan allunan za su canza a cikin 2022.
Ana sa ran jigilar kwamfutar kwata-kwata daga 2Q 2022 zuwa 4Q 2022 zai kai raka'a 58 zuwa 60, wanda ke nufin buƙatu daga abokan cinikin kwamfyutocin da ba su da alama sun kasance masu ra'ayin mazan jiya.Sakamakon haka, an rage hasashen jigilar kayan aikin LCD na kwamfutar hannu a cikin 2022 zuwa raka'a miliyan 240, wanda ke wakiltar raguwar shekara-shekara (YoY) na 14 bisa dari daga 2021. Bayan shekaru uku a jere na girma a cikin 2019, ana tsammanin jigilar kayayyaki. don dawowa matakan 2020 a cikin 2022.
Samsung ya fara samar da panel 10.51-inch akan 4Q 2021. Innolux Optronics da HannStar Nuni sun ba da samfuran LCD don kwamfutar hannu wanda shine ingantaccen maye gurbin ƙirar 10.36-inch.Samsung da farko ya yi niyyar ƙara masu samar da kayayyaki guda biyu BOE da HKC don kwamfutar hannu mai girman inch 10.51 na 1Q 2022, amma har yanzu shirye-shiryen suna nan.
Maimakon zabar masu samar da kayayyaki guda biyu na yanzu, BOE da HannStar, Amazon ya zaɓi HKC a matsayin mai ba da kayan nunin nunin inch 8 a watan Mayu 2022. Saboda haka, girman rabon fashe 8-inch zai canza daga 2H 2022 bayan sa hannun HKC.Har ila yau, HKC yana gab da fara samar da taro mai girman inch 10.1 don Amazon tare da 3Q 2022.
Saboda raguwar buƙatu, a ƙarshe Lenovo ya ƙaddamar da sabon kwamfutar hannu mai inci 11 a cikin Maris 2022, maimakon 4Q 2021. Innolux ya ba da allon nuni don kwamfutar hannu mai inch 11.Kuma Lenovo yana neman wani mai siyar da panel don kwamfutar hannu ta 2022 mai inci 11 kuma a halin yanzu yana hulɗa da HKC.Tebur 2: Samfurin kwamfutar hannu na yanzu da masu samar da panel a cikin 2022
Bayani: Tsare-tsaren kwamfutar hannu na iya canzawa har yanzu.
Dangane da tsare-tsaren manyan samfuran kwamfutar hannu don sabbin samfura a cikin 2022, yawancinsu suna shirin ƙaddamar da allunan LTPS masu inci 11 zuwa sama, musamman masu girma kamar 11, 11.45 da 12.4 inci.A halin yanzu, sabbin samfuran allunan inch 11 da 11.2 na bangarorin OLED suna cikin ayyukan.Ya bambanta da akai-akai na sababbin allunan ta amfani da bangarorin LTPS da OLED, kusan babu masana'antun da ke da wani shiri don gabatar da bangarorin A-SI da oxide.A halin yanzu, samfuran kawai tare da bangarorin A-SI akan kasuwa sune samfuran inci 10.6 na Lenovo da Xiaomi.
Lenovo ya yi kama da mafi girman tashin hankali tsakanin masana'antun da yawa waɗanda ke shirin ƙaddamar da sabbin allunan a cikin 2022. Sabuwar 2H 2022 kuma za ta mai da hankali kan ɓangaren inch 11 da sama ta amfani da fasahar OLED LTPS.Huawei da Xiaomi kuma suna shirin gabatar da sabbin allunan inch 11 da manya a cikin 3Q22.
Kamar yadda buƙatun ya ragu a tsakiyar-zuwa-ƙasa na kasuwa, duk manyan nau'ikan kwamfutar hannu suna ƙoƙarin tura babban yanki a cikin 2022. Saboda haka, girman inci 11 da sama, fasahar OLED / LTPS, 2.5K ƙuduri , kuma aikin stylus zai zama babban fasali na sabon kwamfutar hannu na 2H22.Amma yawancin samfuran kuma suna damuwa cewa tallace-tallacen kwamfutar hannu masu girma ba zai yi kyau a wannan shekara ba idan aka ci gaba da koma bayan tattalin arziki.
Tebur 3: Sabbin samfuran kwamfutar hannu da masu samar da panel don 2022
Lokacin aikawa: Agusta-02-2022