I-BOE A (000725.SZ) ikhiphe irekhodi layo lobudlelwano nabatshalizimali ngoFeb 22.I-BOE iphendule imibuzo ngezintengo zamaphaneli, inqubekelaphambili yebhizinisi ye-AMOLED kanye nezibonisi ezisebhodini, ngokuya ngamaminithi.I-BOE ikholelwa ukuthi okwamanje, izinga eliguquguqukayo eliphelele lemboni lisesezingeni eliphansi, kodwa isidingo sentengo yephaneli sinamandla, ngakho imikhiqizo ye-LCD izoba nethuba lokungenisa ivolumu nokukhuphuka kwentengo.
I-BOE A (000725.SZ) ikhiphe ifomu Lerekhodi Lobudlelwano Bobatshalizimali ngomhlaka-22 February 2023.
Umbuzo 1: Inkampani izibona kanjani izintengo zephaneli ye-LCD ziyenyuka?
Impendulo 1: Ngo-2022, ukukhula komnotho emhlabeni jikelele kuyantenga, ukusetshenziswa kuyaqhubeka nokuba buthaka, futhi amakhasimende omkhiqizo wetheminali ye-electronics athinteka kakhulu.Imboni yokubonisa i-semiconductor iqhubekile nokwehla kwengxenye yesibili ka-2021, futhi ukusebenza kwemboni kuqhubekile nokwehla unyaka wonke.
Ngokwedatha ye-ejensi yezinkampani zangaphandle, kwikota yokuqala ka-2023, intengo yemikhiqizo yosayizi we-LCDTV evamile yahlala izinzile.Ukwehla kwemikhiqizo ye-IT kuyaqhubeka nokuncipha, futhi ezinye izintengo zomkhiqizo ziyekile ukwehla.Njengamanje, izinga eliguquguqukayo eliphelele lemboni lisesezingeni eliphansi, elibekwe ngaphezulu kwesimo samanje se-inventory ephansi, kodwa isidingo sokunyuka kwamanani sinamandla, imikhiqizo ye-LCD izoba nethuba lokungenisa ivolumu nokukhuphuka kwentengo.
Ngaphezu kwalokho, ngokusho kwesibikezelo se-ejensi yokubonisana, i-2023, indawo enkulu yesidingo somkhiqizo we-LCD izobuyela ekukhuleni, ikakhulukazi imakethe ye-TV izoqhubeka nobukhulu obukhulu.Imboni yokubonisa i-semiconductor izobuyela ekuguquguqukeni okuvamile kwesizini yangaphandle kwesizini.
Umbuzo 2: Uyini ukuthuthuka komkhakha we-AMOLED oguquguqukayo ngo-2022?
Impendulo 2: Ngo-2022, ukuthunyelwa kwemboni yonke kwe-AMOLED eguquguqukayo kwagcina ukuthambekela kokukhula, izinga layo lokungena emkhakheni wama-smartphone laqhubeka nokukhuphuka, futhi kwavela ezinkambini zezicelo ezintsha ezifana namakhompyutha wezincwadi nemoto.Kodwa-ke, ngenxa yokuntenga kokusetshenziswa kwetheminali, izinga lokukhula kokuthunyelwa kwemboni lilonke beliphansi kunalokho obekulindelwe.Ngesikhathi esifanayo, kunokuncintisana okusobala kwamanani aphansi phakathi kwemikhiqizo yezinga lokungena lamanye amakhasimende, futhi intengo yemikhiqizo ye-AMOLED eguquguqukayo yezinga lokungena yehle kakhulu.
Umbuzo 3: Liqhubeka kanjani ibhizinisi le-AMOLED eliguquguqukayo?
Impendulo yesi-3: Lapho ibhekene nemiphumela emibi eminingi yemakethe, inkampani ngokuyisisekelo yafinyelela umgomo wonyaka wokuthunyelwa kwe-AMOLED oguquguqukayo ngo-2022, futhi yaqhubeka nokugcina ukwanda okungaphezu kuka-30% uma kuqhathaniswa nonyaka odlule.Ingxenye yemikhiqizo esezingeni eliphezulu inyuke kakhulu ikakhulukazi, futhi impumelelo yokukhiqiza ngobuningi yafinyelelwa emikhakheni emisha yezicelo njengemoto kanye nelaptop.
Kodwa-ke, ibhizinisi lenkampani eliguquguqukayo le-AMOLED lihlala lingaphansi kwengcindezi ngenxa yengcindezi yokwehla kwenani kanye nokwehla okukhulu kwenzuzo evela kumakhasimende e-Android.
Ngo-2023, njengoba ibhizinisi lenkampani le-AMOLED eliguquguqukayo liqhubeka nokukhula, futhi isabelo samakhasimende siyaqhubeka nokukhula.Kulindeleke ukuthi ukuthunyelwa komkhiqizo we-AMOLED oguquguqukayo wenkampani kulindeleke ukuthi kugcine ukukhula okukhulu.Ngasikhathi sinye, inkampani izoqhubeka nokuthuthukisa ingxenye yokuthunyelwa kwemikhiqizo ephezulu, ithuthukise inzuzo yephothifoliyo yomkhiqizo, ikhuthaze ukukhula okusheshayo kwe-LTPO, ukugoqa, imoto, i-IT nobunye ubuchwepheshe obusha nezingxenye ezintsha, futhi ilwele. ukuthuthukisa ukusebenza kwebhizinisi le-AMOELD eliguquguqukayo.
Umbuzo 4: Yiziphi izinzuzo zokuncintisana zenkampani emkhakheni wokuboniswa kwezimoto?
I-BOE ibambe iqhaza ngokujulile emkhakheni wokuboniswa ebhodini iminyaka eminingi.I-BOE Fine Electronics iwukuphela kwemojula yenkampani yokubonisa ebhodini kanye nenkundla yebhizinisi yesistimu.
Ngokuphathelene nobuchwepheshe bokubonisa, inkampani yethule imikhiqizo esebenzisa i-AMOLED eguquguqukayo, i-MiniLED, i-BDCELL nobunye ubuchwepheshe bokubonisa obusezingeni eliphezulu, obusetshenziswa kabanzi esizukulwaneni esisha semikhiqizo yetheminali yezimoto exhunywe ngobuhlakani.Mayelana nezinsiza zamandla, kuncike kuzinsiza zobuchwepheshe ze-a-Si, i-LTPS, i-Oxide yenkampani, ukwakheka kwebhizinisi lokubonisa ebhodini kwenkampani kuyaqhubeka nokuba ngcono, futhi isikali nesakhiwo somkhiqizo siyaqhubeka nokuba ngcono.Ngokusho kwedatha ye-ejensi yokubonisana evela eceleni, kusukela engxenyeni yokuqala ka-2022 ingxenye yemakethe yokuthunyelwa kwezimoto ze-BOE okokuqala ngqa yazuza eyokuqala emhlabeni, ikota yesithathu iqhubekile nokugcina isabelo semakethe yomhlaba yokuqala, isabelo semakethe esingaphezu kwe-16. %.
Ngaphezu kwalokho, i-BOE Fine Electronics Chengdu on-board Display Base isiqalile ukusebenza ngo-2022. Lesi sisekelo semojula sinomphumela wonyaka ongaba izigidi ezingu-15 ezibukiswayo ezisebhodini, ezingamboza amamojula okubonisa ebhodi e-LCD ukusuka kuma-intshi angu-5 kuya 35 amayintshi, esiza ekwandiseni ngokuqhubekayo inzuzo yokuncintisana yamabhizinisi ahlobene.
Isikhathi sokuthumela: Feb-28-2023