Samsung Nuni zai kawo karshen samar da LCD panel a watan Yuni.Saga tsakanin Samsung Nuni (SDC) da masana'antar LCD da alama yana zuwa ƙarshe.
A cikin Afrilu 2020, Samsung Nuni a hukumance ya sanar da shirinsa na ficewa gaba ɗaya daga kasuwar panel LCD tare da dakatar da duk samar da LCD a ƙarshen 2020. Wannan shi ne saboda kasuwannin duniya na manyan bangarorin LCD sun ragu a cikin ƴan shekarun da suka gabata, wanda ke haifar da mahimmanci. hasara a cikin kasuwancin Samsung na LCD.
Masu binciken masana'antu sun ce ficewar Samsung gaba daya daga LCD "wani koma baya ne mai mahimmanci", wanda ke nufin cewa babban yankin kasar Sin zai mamaye kasuwar LCD, kuma ya gabatar da sabbin bukatu ga masana'antun Sinawa a cikin tsarin fasahar nunin na gaba.
A watan Mayun 2021, Choi Joo-sun, mataimakin shugaban Samsung Display a wancan lokacin, ya gaya wa ma'aikata a cikin imel cewa kamfanin yana tunanin tsawaita kera manyan bangarorin LCD har zuwa karshen 2022. Amma da alama wannan shirin zai kasance. a kammala kafin jadawalin a watan Yuni.
Bayan janyewa daga kasuwar LCD, Samsung Nuni zai canza mayar da hankali ga QD-OLED.A cikin Oktoba 2019, Samsung Nuni ya ba da sanarwar saka hannun jari na tiriliyan 13.2 (kimanin RMB biliyan 70.4) don gina layin samar da QD-OLED don haɓaka canjin manyan bangarori.A halin yanzu, an samar da bangarori na QD-OLED da yawa, kuma Samsung Nuni zai ci gaba da haɓaka zuba jari a sababbin fasaha.
An san cewa Samsung Nuni ya rufe layin samarwa na ƙarni na 7 don manyan bangarorin LCD a cikin 2016 da 2021 bi da bi.An canza shuka ta farko zuwa layin samar da panel na OLED na ƙarni na 6, yayin da shuka ta biyu ke fuskantar irin wannan juyi.Bugu da kari, Samsung Nuni ya sayar da layin samar da LCD na ƙarni na 8.5 a Gabashin China zuwa CSOT a farkon rabin 2021, yana barin L8-1 da L8-2 a matsayin masana'antar panel LCD kawai.A halin yanzu, Samsung Nuni ya canza L8-1 zuwa layin samarwa QD-OLED.Kodayake har yanzu ba a yanke shawarar amfani da L8-2 ba, yana yiwuwa a canza shi zuwa layin samar da OLED na ƙarni na 8.
An fahimci cewa, a halin yanzu, karfin masana'antun masana'antun a babban yankin kasar Sin kamar BOE, CSOT da HKC na ci gaba da fadada, don haka rage karfin da Samsung ya nuna zai iya cika su da wadannan kamfanoni.Dangane da sabbin takaddun da Samsung Electronics ya fitar a ranar Litinin, manyan masu samar da kwamiti guda uku don rukunin kasuwancin sa na lantarki a cikin 2021 za su kasance BOE, CSOT da AU Optronics bi da bi, tare da BOE shiga cikin jerin manyan masu kaya a karon farko.
A zamanin yau, daga TV, wayar hannu, kwamfuta, nunin mota da sauran tashoshi ba su rabu da allon, wanda har yanzu LCD shine mafi girman zabi.
Kamfanonin Koriya sun rufe LCD a zahiri suna da nasu tsare-tsaren.A daya hannun, da cyclical halaye na LCD kai ga m ribar da masana'antun.A cikin 2019, ci gaba da zagayowar ƙasa ya haifar da asarar kasuwancin LCD na Samsung, LGD da sauran kamfanonin panel.A gefe guda, ci gaba da saka hannun jari na masana'antun cikin gida a cikin babban layin samarwa na LCD ya haifar da raguwar ragi na fa'ida ta farko ta kamfanonin Koriya.Kamfanonin Koriya ba za su yi watsi da bangarorin nuni ba, amma suna saka hannun jari a cikin fasahohi kamar OLED, waɗanda ke da fa'ida bayyananne.
Yayin da, CSOT da BOE ke ci gaba da saka hannun jari a sabbin tsirrai don cike gibin da Samsung na Koriya ta Kudu ya haifar, rage karfin LGD.A halin yanzu, kasuwar LCD TV har yanzu tana girma gaba ɗaya, don haka ƙarfin samar da LCD gabaɗaya bai yi yawa ba.
Lokacin da tsarin kasuwancin LCD a hankali ya yi ƙoƙarin daidaitawa, sabon yaƙi a cikin masana'antar nunin nuni ya fara.OLED ya shiga lokacin gasar, kuma sabbin fasahohin nuni kamar Mini LED suma sun shiga hanya madaidaiciya.
A cikin 2020, nunin LGD da Samsung sun ba da sanarwar cewa za su dakatar da samar da panel na LCD kuma su mai da hankali kan samar da OLED.Yunkurin da masu yin gyare-gyare na Koriya ta Kudu biyu suka yi ya tsananta kira ga OLED don maye gurbin LCDs.
Ana ɗaukar OLED a matsayin babban abokin hamayyar LCD saboda baya buƙatar hasken baya don nunawa.Amma harin OLED bai yi tasirin da ake tsammani ba akan masana'antar panel.Dauki babban girman panel a matsayin misali, bayanai sun nuna cewa za a jigilar kusan talabijin miliyan 210 a duniya a cikin 2021. Kuma kasuwar OLED TV ta duniya za ta aika raka'a miliyan 6.5 a cikin 2021. Kuma ya annabta OLED TVS zai kai kashi 12.7% na jimlar kasuwar TV nan da 2022.
Ko da yake OLED ya fi LCD girma dangane da matakin nuni, mahimmancin sifa mai sassaucin ra'ayi na OLED ba a sami cikakkiyar haɓakawa ba ya zuwa yanzu.Gabaɗaya, nau'in samfurin OLED har yanzu yana da ƙarancin canje-canje masu mahimmanci, kuma bambancin gani tare da LED ba a bayyane yake ba.A gefe guda kuma, ingancin nunin LCD TV shima yana inganta, kuma bambancin dake tsakanin LCD TV da OLED TV yana raguwa maimakon fadadawa, wanda zai iya haifar da fahimtar masu amfani da bambanci tsakanin OLED da LCD ba a bayyane yake ba, ”in ji Liu buchen. .
Tun da samar da OLED ya zama mafi wahala yayin da girman ya karu kuma akwai ƙananan kamfanoni masu tasowa waɗanda ke yin manyan bangarorin OLED, LGD ya mamaye kasuwa a halin yanzu.Wannan kuma ya haifar da rashin gasa a cikin manyan bangarori na OLED, wanda ya haifar da tsadar farashin na'urorin TV daidai da haka.Omdia ya kiyasta cewa bambanci tsakanin bangarorin 55-inch 4K LCD da bangarorin TV na OLED zai zama sau 2.9 a cikin 2021.
Fasahar masana'anta na babban girman OLED panel shima bai girma ba.A halin yanzu, fasahar masana'anta na OLED mai girma an raba shi zuwa evaporation da bugu.LGD yana amfani da tsarin masana'antar OLED na evaporation, amma masana'antar fakitin evaporation yana da babban rauni da ƙarancin amfanin ƙasa.Lokacin da yawan amfanin ƙasa na aikin masana'anta ba za a iya inganta ba, masana'antun gida suna haɓaka bugu.
Li Dongsheng, shugaban TCL Technology, ya bayyana a cikin wata hira da cewa fasaha na tawada-jet bugu, wanda aka buga kai tsaye a kan substrate, yana da abũbuwan amfãni kamar yawan amfani da kayan aiki, babban yanki, ƙananan farashi da sassauci, wani muhimmin ci gaba ne. shugabanci don nuni na gaba.
Idan aka kwatanta da masu yin kayan aikin gida waɗanda suke taka tsantsan game da fuskar bangon waya na OLED, masu yin wayar hannu sun fi dacewa da allon OLED.Hakanan sassaucin OLED ya fi bayyana a cikin wayoyi, kamar wayoyi masu ninkawa da aka tattauna da su.
Daga cikin yawancin masana'antun wayar hannu na OLED, Apple babban abokin ciniki ne wanda ba za a iya watsi da shi ba.A cikin 2017, Apple ya gabatar da allon OLED don ƙirar ƙirar iPhone X ta farko a karon farko, kuma an ba da rahoton cewa Apple zai sayi ƙarin bangarorin OLED.
A cewar rahotanni, BOE ta kafa wata masana'anta da aka keɓe don kera abubuwan haɗin apple don amintaccen oda na iPhone13.Dangane da rahoton aikin BOE na 2021, jigilar kayayyaki na OLED a cikin Disamba ya wuce miliyan 10 a karon farko.
BOE ta sami damar shigar da sarkar Apple tare da ƙoƙarce-ƙoƙarce, yayin da Samsung Nuni ya riga ya zama mai samar da allon OLED na apple.Nunin Samsung na Koriya ta Kudu yana yin babban allon wayar salula na OLED, yayin da allon wayar hannu na OLED na cikin gida ya yi ƙasa da ta fuskar ayyuka da kwanciyar hankali.
Koyaya, ƙarin samfuran wayar hannu suna zabar bangarorin OLED na cikin gida.Huawei, Xiaomi, OPPO, Honor da sauransu duk sun fara zabar OLED na cikin gida a matsayin masu samar da kayayyaki masu inganci.
Lokacin aikawa: Afrilu-09-2022