Amakhasimende athengisa amalaptop anciphise ama-oda ephaneli ye-LCD ukusuka ku-1Q 2022 ngenxa yokwehla kwesidingo emakethe ye-PC kanye nokwanda kwengcindezi yokusungula.Noma isidingo sephaneli ye-LCD yethebhulethi sisenyuke ngo-2% ikota-over-quarter (QoQ) ukusuka ku-4Q 2021, ukuthunyelwa kwayo kwezigidi ezingu-60.8 ngekota kuseyizigidi eziyishumi ngaphansi kwesilinganiso somlando sika-2020-2021, okubonisa isidingo esibuthakathaka esiqala ngo-2022.
Uma kucatshangelwa isizini evamile yokuthengisa ehamba kancane kanye nokubalulekile kokugaya ukudla, isibikezelo seshejuli yemodeli yethebhulethi entsha yango-2022 siyalandela.Futhi ngisho nohlelo lokuqala luhlehlisiwe lusuka ku-2Q 2022 (imvamisa njalo ngonyaka) lwaya maphakathi no-2022 noma ku-Q3 2022.
Isidingo se-LCD Panel samaphilisi ngo-2022 kulindeleke ukuthi sehle sifike ku-2020
Ithebhulethi 1: Ukuthunyelwa kwephaneli ye-LCD yethebhulethi kanye nesibikezelo
Qaphela: Ukuthunyelwa kwe-LCD Panel kwamathebulethi angu-7 intshi namakhulu kulindeleke ukuthi kushintshe ngo-2022.
Ukuthunyelwa kwamathebulethi njalo ngekota ukusuka ku-2Q 2022 kuya ku-4Q 2022 kulindeleke kuphela ukuthi kufinyelele kumayunithi ayizigidi ezingama-58 kuye kwezingama-60, okusho ukuthi ukufunwa okuvela kumakhasimende aphathekayo anegama nangenawo uphawu kuvame ukugcinwa.Ngenxa yalokhu, isibikezelo sokuthunyelwa kwephaneli ye-LCD yethebhulethi ngo-2022 sehliselwe kumayunithi ayizigidi ezingama-240, okumele ukwehla konyaka nonyaka (YoY) ngamaphesenti ayi-14 ukusuka ku-2021. Ngemuva kweminyaka emithathu ilandelana yokukhula ngo-2019, kulindeleke ukuthi ukuthunyelwa kuthunyelwe. ukuze sibuyele emazingeni ka-2020 ngo-2022.
AbakwaSamsung baqale ukukhiqiza iphaneli engu-10.51-intshi ku-4Q 2021. I-Innolux Optronics ne-HannStar Display banikeze amamojula e-LCD ethebulethi ethatha indawo ethuthukisiwe yemodeli engu-10.36-intshi.AbakwaSamsung ekuqaleni babehlele ukwengeza abahlinzeki ababili i-BOE ne-HKC kuthebhulethi engu-10.51-intshi ye-1Q 2022, kodwa izinhlelo zisalindile.
Esikhundleni sokukhetha abahlinzeki bayo ababili bamanje, i-BOE ne-HannStar, i-Amazon yakhetha i-HKC njengomhlinzeki wayo wamaphaneli wokubonisa angu-8-intshi ngoMeyi 2022. Ngakho-ke, isabelo sevolumu samaphaneli angu-8-intshi sizoshintsha kusukela ku-2H 2022 ngemva kokubandakanyeka kwe-HKC.I-HKC futhi isizoqala ukukhiqizwa ngobuningi bephaneli engu-10.1-intshi ye-Amazon nge-3Q 2022.
Ngenxa yokuncipha kwesidingo, i-Lenovo ekugcineni yethule ithebhulethi entsha engu-11 intshi ngoMashi 2022, esikhundleni se-4Q 2021. I-Innolux inikeze iphaneli yokubonisa yethebhulethi engu-11-intshi.Futhi uLenovo ufuna omunye umphakeli wephaneli wethebhulethi yakhe ye-2022 11-intshi futhi okwamanje uxhumene ne-HKC.Ithebula 2: Imodeli yamanje yethebhulethi nabahlinzeki bephaneli kwabangu-2022
Incazelo: Izinhlelo zethebhulethi zisengashintsha.
Ngokwezinhlelo ezinkulu zamathebhulethi amamodeli amasha ngo-2022, iningi lawo lihlela ukwethula amaphilisi e-LTPS anamayintshi angu-11 nangaphezulu, ikakhulukazi osayizi abanjengo-11, 11.45 kanye namayintshi angu-12.4.Khonamanjalo, amamodeli amasha wamathebulethi angu-11inch no-11.2 inch wamaphaneli e-OLED ayasebenza.Ngokuphambene nokusakazwa njalo kwamaphilisi amasha asebenzisa amaphaneli e-LTPS ne-OLED, cishe abekho abakhiqizi abanezinhlelo zokwethula amaphaneli e-A-SI nama-oxide.Njengamanje, okuwukuphela kwemikhiqizo enamaphaneli e-A-SI emakethe amamodeli angu-10.6-intshi avela kwaLenovo noXiaomi.
I-Lenovo ibukeka inolaka kakhulu phakathi kwabakhiqizi abaningi abahlela ukwethula amathebulethi amasha ngo-2022. I-2H 2022 entsha izophinde igxile engxenyeni engu-11 inch nangaphezulu isebenzisa ubuchwepheshe be-OLED LTPS.UHuawei noXiaomi bahlela futhi ukwethula amathebulethi amasha angu-11-intshi namakhulu ku-3Q22.
Njengoba isidingo sinciphile ekugcineni kwemakethe, wonke amabhrendi amathebulethi amakhulu azama ukuphusha ingxenye ephezulu ngo-2022. Ngakho-ke, usayizi wamayintshi angu-11 nangaphezulu, ubuchwepheshe be-OLED/LTPS, ukulungiswa okungu-2.5K , nomsebenzi we-stylus kuzoba izici eziyinhloko zethebhulethi entsha ye-2H22.Kodwa iningi lemikhiqizo liphinde likhathazeke ngokuthi ukuthengiswa kwethebhulethi ephezulu ngeke kube kuhle kulo nyaka uma ukwehla komnotho omkhulu kuqhubeka.
Ithebula 3: Amamodeli amathebulethi amasha nabahlinzeki bephaneli bango-2022
Isikhathi sokuthumela: Aug-02-2022