Ngo-Okthoba 7, i-BOE A (000725) ikhiphe izingxenye ezintathu zokuqala zemibukiso yemali etholwayo ka-2021, inzuzo ephelele etholwa ngabanikazi bamasheya ezinkampanini ezisohlwini lwekota yesithathu idlule i-RMB eyizigidi eziyizinkulungwane ezingama-7.1, ikhuphuke ngaphezu kuka-430% unyaka nonyaka, yehle kancane ngo-3.7 -6.3% ikota ngekota;inzuzo ephelele etholwa abaninimasheya bezinkampani ezisohlwini ezigabeni ezintathu zokuqala idlule izigidigidi eziyi-19.862 zama-RMB, okuwukukhuphuka okungaphezu kwama-702% unyaka nonyaka.
Ngaphansi kokushayela ngamasondo amabili kwesidingo esijabulisayo kanye nokunikezwa kwamandla okuqhubekayo okubangelwa idrayivu ye-IC kanye nokunye ukushoda kwezinto zokusetshenziswa engxenyeni yokuqala yonyaka, amanani e-IT, i-TV neminye imikhiqizo akhuphuke ngamazinga ahlukene.Kodwa-ke, ngemva kokungena engxenyeni yesithathu, ngenxa yomthelela wokuminyana komkhumbi kanye nezindleko zokuthutha ezikhuphukayo, amakhasimende angaphansi komfula azoba buthakathaka, futhi intengo yemikhiqizo ye-TV ibonakala ilungiswa ngesakhiwo.Nakuba izintengo zemikhiqizo ye-IT zihlale zizinzile ngenxa yesidingo esingcono kanye nokugxila kokunikezwayo.
Ngokuqondene nezintengo zephaneli yomhlaba wonke, engxenyeni yesithathu yalo nyaka, iphaneli ye-TV kanye nephaneli ye-netbook yaqeda ukukhuphuka kwentengo okuqhubekayo kwezinyanga ezimbalwa, futhi yaqala ukulungisa, ikakhulukazi intengo yephaneli ye-TV ethandwayo encane naphakathi yehla ngokushesha.Kodwa-ke, uma kuqhathaniswa, ekuhlinzekeni komugqa wesizukulwane esingu-10.5 wephaneli yosayizi omkhulu, ukwehla kungaphansi kwephaneli ye-TV encane nephakathi nendawo.Futhi lokhu kungaphansi kwesisekelo sefekthri yamaphaneli ukukhawulela ukukhiqizwa ukuze kuqinisekiswe intengo, thatha isinyathelo sokunciphisa umthamo wephaneli ye-TV encane naphakathi, futhi andise uhlu olujwayelekile lomkhiqizo wephaneli enkulu, ukuze kuqinisekiswe ukuthi ukusebenza kahle kwezomnotho komugqa wokukhiqiza.
Eqinisweni, ngokokusebenza kwamanje kolayini besizukulwane esingu-10.5 e-Mainland China, ithatha inzuzo ethile yemboni kumthamo wokukhiqiza kanye nezindleko zokusebenza ezilawulekayo.Njengamanje, imigqa yezizukulwane ezimbalwa eziyi-10.5 ephethwe yi-BOE ne-TCL kancane kancane inomthelela omuhle embonini yamaphaneli yaseShayina.Ikakhulukazi emqhudelwaneni wamandla entengo embonini yamaphaneli amakhulu, baqala ukuba nezinga elithile lokuzimela nokulawula, bengasangenwa amabhizinisi aphesheya ngezikhathi ezithile.
Inzuzo yekota yesithathu ye-BOE yehle kancane, kuphela amaphesenti angu-3.7-6.3 wekota-on-quarter ngemuva kokulungiswa kwentengo.Ithi okwamanje i-BOE isizinzile ngokuyisisekelo i-disk eyisisekelo futhi isibe yinto ethile ephikisana nomthelela wokwehla.Ukwengeza, ukwanda kwakamuva kwemboni yephaneli kubonisa ukuthi imboni inethemba elilinganiselwe mayelana nokuchuma kwesikhathi eside komugqa wesizukulwane se-10.5 kanye nephaneli ye-IT.
Muva nje, imibiko yabezindaba ithe imboni ebukhali ye-Guangzhou Super Sakai 10.5 igcina ijubane lokunwetshwa elimisiwe, okulinganiselwa ukuthi izotshala imali enkulu yezigidigidi eziyi-8 kuya kwezingu-10 zamarandi, ekukhiqizeni umthamo wanyanga zonke wezingcezu eziyi-150,000, ngokunwetshwa okungafika ku-66%, futhi ukukhula komthamo kuyimboni yemboni engu-10.5 enkulu kunazo zonke.I-BOE kanye ne-CSOT bamemezele kusenesikhathi ukuthi bazonweba imboni ye-10.5 generation.Esikhathini esifushane, imboni izokwandisa umthamo wefekthri yesizukulwane se-10.5 ngokukhishwa kwanyanga zonke kwezingcezu ezingaphezu kuka-100,000.
Maqondana nalokhu kwandiswa, imboni ngokuvamile ikholelwa ukuthi ngaphambi kokuqhuma kokuqukethwe kwe-VR ne-AR, okuqukethwe kwe-8K kuzosetshenziswa ezingeni lokusebenzisa i-TV kuqala, bese kungenzeka ukuthi kuguqulelwe ekuthuthukisweni kwe-VR kanye ne-AR.Ngakho-ke, i-TVS yosayizi omkhulu engu-8K ngaphezu kwamayintshi angu-75 izosheshisa ukuthandwa emakethe futhi yakhe ukushintshwa kokukhiqiza nge-4K TVS ngaphansi kwama-intshi angu-65.Ukuze kukhiqizwe amaphaneli we-TV angu-75-intshi noma amakhudlwana we-8K, inzuzo yezindleko zokukhiqiza yolayini wesizukulwane esingu-10.5 isobala kakhulu, ngokuvamile yonga cishe u-10% kuya ku-20% uma kuqhathaniswa nolayini wesizukulwane esingu-8.5 omdala.
Eqinisweni, kukhona indawo eguquguqukayo ye-BOE, ukuthi bangakwazi ukulungisa isigqi sokuhlinzeka sephaneli ye-TV encane nephakathi nendawo ngendlela yokubamba isizukulwane se-8.6 somthamo omusha womugqa.Ngaphezu kwalokho, ulayini wokukhiqiza we-IGZO we-CLP Panda ngokuyisisekelo ufana nemikhiqizo ye-a-SI ngokwemishini nobuchwepheshe.I-BOE ayinaso isibopho sokukhangisa imikhiqizo ye-IGZO nhlobo, futhi ingabeka eceleni ngokuphelele ubuso be-IGZO obuphezulu bezobuchwepheshe futhi ikhiqize ngokuqondile iphaneli ye-IT yobuchwepheshe be-A-SI kanye nemikhiqizo yephaneli yemoto edingekayo emakethe ukubuyisela ngokushesha inzuzo yayo.
Nakuba i-BOE inkulu kakhulu ngaphandle kokuphathwa okuhlangene kanye nemodi yokusebenza yamabhizinisi amaphaneli endabuko aphesheya, imboni ngayinye yamaphaneli izimele ngokuqhathaniswa.Kodwa yile iphethini eyenza i-BOE ibe nokuguquguquka okuqinile.Isibonelo, i-BOE ihole embonini ngomugqa wesizukulwane se-8.5 ukukhiqiza amaphaneli omakhalekhukhwini ngaphambi, futhi maduzane, ukukhiqiza amaphaneli afakwe emotweni ngaphambi komkhakha.Ezinkampanini zephaneli zendabuko, cishe akekho ozobeka le ndlela.Mhlawumbe imodeli yemigqa yephaneli yezizukulwane ezingu-10.5 e-Mainland China ilwela amandla entengo embonini enamandla okukhiqiza athuthukile angase alethe ukukhanyiselwa okuthile ochungechungeni lwemboni yokukhiqiza yaseChina.
U-Chen Yanshun, usihlalo we-BOE A, wayeke washo phambilini ethula inkulumo yeholo yesigamu sonyaka ukuthi inani lamanje lemakethe ye-BOE lalibukelwa phansi.I-BOE ihamba phambili embonini yokubonisa i-semiconductor yomhlaba wonke ngokwesilinganiso samandla, isabelo semakethe, amakhono omkhiqizo nobuchwepheshe, amandla okusungula izinto ezintsha, amandla okuphatha kanye nenzuzo.
Isikhathi sokuthumela: Oct-16-2021