Ukuthunyelwa kwephaneli yosayizi omkhulu ku-Q3 ka-2021: I-TFT LCD iqinile, ukukhula kwe-OLED

Ngokusho kwe-Omdia's Large Display Panel Market Tracker - Septhemba 2021 Database, okutholwe okokuqala kwekota yesithathu ka-2021 kubonisa ukuthi ukuthunyelwa kwe-TFT LCDs-Center enkulu kwaba amayunithi ayizigidi ezingama-237 kanye namamitha-skwele ayizigidi ezingama-56.8, njengoba kukhonjisiwe kuThebula 1 no-2.

Lokho kuthunyelwa okumakiwe bekuyisicaba ngekota ngekota futhi kwehle unyaka nonyaka naphezu kwesidingo esinamandla sesizini.Ukuthunyelwa kwamathebhulethi angu-9 intshi namakhulu namaphaneli e-LCD TV kwehle kakhulu ngekota.

Ukuthunyelwa kwamaphaneli abonisa amathebulethi angama-intshi angu-9 noma ngaphezulu ayephansi ngamaphesenti angu-13 inyanga nenyanga namaphesenti angu-19 unyaka nonyaka, kuyilapho indawo yokuthunyelwayo yayehle ngamaphesenti angu-12 inyanga nenyanga kanye namaphesenti angu-18 unyaka nonyaka.Ngokuya ngamaphaneli wokubonisa we-LCD TV, ukuthunyelwa kwehle ngamaphesenti angu-6 inyanga nenyanga kanye namaphesenti angu-13 unyaka nonyaka, kuyilapho indawo yokuthunyelwa yehle ngamaphesenti angu-3 inyanga nenyanga kanye namaphesenti angu-8 unyaka nonyaka.Ngokuphambene, bekusenesidingo esinamandla samaphaneli e-LCD wamakhompuyutha amanothibhuku, athunyelwa ngo-9% Q/Q no-16% Y/Y, nokuthunyelwa ngendawo ekhuphuka ngo-12% Q/Q no-16% Y/Y.

Ukuthunyelwa kwamaphaneli wokubonisa wedeskithophu ye-LCD akulungile njengalawo amakhompyutha aphathekayo, Nakuba ukuthunyelwa kwawo kanye nendawo yokuthunyelwa kwempahla kukhuphuke ngamaphesenti angu-8 namaphesenti angu-12, ngokulandelana, kusukela enyangeni edlule, kokubili ukuthunyelwa kwakusephansi unyaka nonyaka.

Ithebula 1: Imiphumela Yocwaningo Lokuqala Lokuthunyelwe kwe-TFT LCD yosayizi Omkhulu ku-Q3 2021 (izinkulungwane)

Q3-1

Ithebula 2: Imiphumela Yenhlolovo Yokuqala Yendawo Enkulu Yokuthumela I-TFT LCD ku-Q3 2021 (izinkulungwane zamamitha-skwele)

Q3-2

Ukwehla kokuthunyelwa kwephaneli yokubonisa ithebulethi kudalwe kakhulu ukwehla kwesidingo sabathengi.Isidingo sabathengi samaphilisi okuzijabulisa kanye nezinjongo zemfundo siqhubekile nokuba namandla ngesikhathi sodlame.Kodwa-ke, isidingo sakamuva siyancipha ngoba abathengi abaningi sebewathengile amaphilisi.Isidingo sebhizinisi samathebhulethi, ngenkathi sikhuphuka, sisephansi kunesidingo samakhompyutha aphathekayo.

Esikhundleni salokho, isidingo samaphaneli okubonisa amakhompyutha aphathekayo sihlala siqinile, njengoba isidingo sebhizinisi samakhompyutha aphathwayo siphezulu njengoba izinkampani eziningi zibheka ukufaka amakhompyutha aphathwayo esikhundleni samadeskithophu.Kodwa-ke, isidingo sabathengi samatheminali aphathekayo sehle kancane.Ukuthunyelwa kwamaphaneli abonisa amakhompyutha aphathwayo kuphinde kwabona ukukhula kwamadijithi amabili ngekota kanye nonyaka nonyaka ngonyaka engxenyeni yesithathu ka-2021. Lokhu kungenxa yokwenyuka kwesidingo sokuthengisa samakhompyutha aphathekayo, agxiliswe ngosayizi amayintshi angu-14 naphezulu.Isidingo sebhizinisi siqeda ukwehla kwesidingo sabathengi (ikakhulukazi imfundo yasekhaya yezingane), egxile kuzikrini ezincane njenge-Chromebook engu-11.6-intshi.

Ukuthunyelwa kwephaneli yesibonisi sedeskithophu ye-LCD nendawo kwaqhubeka ukukhula ngokulandelana, kodwa kwenqaba unyaka nonyaka.Njengamaphaneli abonisa ikhompyutha ephathekayo, isidingo sabathengi samaphaneli e-LCD edeskithophu ye-LCD sehlile ngenkathi isidingo sebhizinisi sikhuphuka.Ngokuvamile, isidingo sebhizinisi sinamandla kunesidingo sabathengi sokuboniswa kwedeskithophu.Ngisho nangaleso sikhathi sodlame, isidingo sabathengi sokuboniswa kwedeskithophu sinamandla ekuzijabuliseni kwasekhaya, ukusebenza ekhaya nokufunda ekhaya.

Kodwa-ke, ama-laptops athatha indawo yamadeskithophu kanye nama-desktop monitors ngokwandayo.Ngokungafani namaphaneli abonisa ikhompuyutha ephathekayo, izidingo zentengiso zikhawulela ukuthuthwa kosayizi wezibonisi zedeskithophu.Imakethe yabathengi yezibonisi zethebhulethi ikhulise ukuthunyelwa kwezibonisi ezinosayizi omkhulu (amayintshi angu-27 noma ngaphezulu) nezibonisi zamageyimu ezisezingeni eliphezulu.Kodwa-ke, imakethe yezentengiselwano idinga amamonitha ashibhile, asezingeni eliphansi anamasayizi wesikrini phakathi kwamayintshi angu-19 no-24.

Inani lokuthunyelwa kwephaneli ye-LCDTV livele ekulandeleni kweyunithi nendawo kanye nokwehla konyaka nonyaka.Phakathi nalolu bhubhane, intengo yamaphaneli e-LCD TV akhuphuka kakhulu, ngemuva kwalokho yenyusa intengo ye-LCD TVS.Noma kunjalo, abathengi bayaqhubeka nokuthenga i-LCD TVS ngenxa yesidingo esivaliwe, ikakhulukazi ezindaweni ezithuthukile.Ngenxa yokushoda kwezingxenye ezibalulekile zomabonakude namaphaneli esibonisi nokubambezeleka kwezinto zomhlaba wonke, abathengisi nemikhiqizo bafune ukusungula.Kodwa-ke, abathengi bephaneli ye-LCD banciphisa ukuthengwa kwephaneli yesibonisi engxenyeni yesithathu ka-2021, bebeka ingcindezi yentengo kubakhiqizi bephaneli yokubonisa njengoba isidingo se-LCD TVS emakethe yokugcina siba buthaka kancane kancane.Ngenxa yalokho, abakhiqizi bephaneli yokubonisa baqala ukunciphisa ukusetshenziswa kwemishini yabo ye-LCD TV phakathi nekota yesithathu.Izintengo zephaneli ye-LCD TV ziqale ukwehla ngokukhululeka engxenyeni yesithathu futhi zizoqhubeka nokwehla ngekota yesine.

Njengoba amanani ephaneli ye-LCD TV ehla nokuthunyelwa kosayizi omkhulu we-TFT LCD kwehla, imali engenayo yehle ngo-1% engxenyeni yesithathu ka-2021, nakuba yayisakhuphuka ngo-24% unyaka nonyaka.Abakhiqizi bephaneli yokubonisa ngokusobala bajabulele amanani entengo ephezulu kuze kube ikota yesibili ka-2021, ngaphezu konyaka kuqale ukugqashuka.Kodwa-ke, kusukela ngekota yesithathu, njengoba abathengisi nemikhiqizo beqeda ukusungula kwabo, babhekane nezingcindezi zamanani eziqinile njengoba isidingo semakethe sokugcina sincipha.Uma amanani ephaneli ebonisa i-LCD TV eqala ukuguguleka, amanani ephaneli yokubonisa ideskithophu ye-LCD azolandela maduze.

Ngekota yesithathu ka-2021, abathengisi baseChina basezweni elikhulu baba nesabelo esikhulu kunazo zonke sokuthunyelwa kwamayunithi nendawo ethunyelwa ngomkhumbi, ama-49% nama-57% ngokulandelana.

Njengoba kukhonjisiwe kuThebula 1 ngezansi, abathengisi base-China basezweni elikhulu babe nesabelo esikhulu kunazo zonke sokuthunyelwa kosayizi omkhulu we-TFT LCD engxenyeni yesithathu.I-BOE ihole ngamaphesenti angu-32, ilandelwa i-Innolux ngamaphesenti angu-16 kanye ne-AU Optronics ngamaphesenti angu-13.Abenzi bephaneli yokubonisa e-Mainland China babalele u-49% wokuthunyelwa kosayizi omkhulu we-TFT LCD, kulandele i-Taiwan ngo-31%.Abenzi bephaneli baseNingizimu Korea bandise ukukhiqizwa kwabo kwe-TFT LCD, kodwa bagcina isabelo esingamaphesenti angu-14 engxenyeni yesithathu.Endaweni enkulu yokuthunyelwa kwe-TFT LCD, i-BOE nayo ibe nesabelo esikhulu kunazo zonke engxenyeni yesithathu, ngamaphesenti angu-27, ilandelwa yi-CSOT ngamaphesenti angu-16 kanye ne-LG Display ngamaphesenti angu-11.Abenzi bephaneli bamaShayina babala amaphesenti angama-57 osayizi omkhulu we-TFT LCD othunyelwe, kulandele iTaiwan ngamaphesenti angama-22 kanye neNingizimu Korea ngamaphesenti ayi-13.

Q3-3

Ukuthunyelwa kwephaneli yokubonisa ye-OLED enosayizi omkhulu kuqhubekile nokugcina ukukhula okunamadijithi amabili

Ngokwemiphumela yocwaningo lokuqala luka-Omdia lwekota yesithathu ka-2021, ukuthunyelwa kwama-OLED anosayizi omkhulu kukhule ngamadijithi aphindwe kabili unyaka nonyaka kanye nekota nekota.I-Samsung Display ihole ekukhuleni kokuthunyelwa kwephaneli yokubonisa ikhompuyutha ephathekayo ye-OLED, kuyilapho i-LG Display ihole ekukhuleni kwamaphaneli e-OLED TV.Lokhu kungenxa yokuthi abantu bazimisele ukusebenzisa imali eningi emikhiqizweni ephezulu ngesikhathi sodlame.Ngekota yesithathu ka-2021, abenzi bephaneli ababonisayo baseSouth Korea babalele amaphesenti angama-78 okuthunyelwa kosayizi omkhulu we-OLED, kulandelwa abenzi bephaneli ababonisayo baseShayina ngamaphesenti angama-22.Ngekota yesithathu ka-2021, i-LG Display iqhubekile nokuthwebula amaphesenti angu-100 okuthunyelwa kwephaneli ye-OLED TV, kuyilapho i-Samsung Display ithwebule amaphesenti angu-100 okuthunyelwa kwephaneli yokubonisa ye-OLED kumakhompyutha wamanothi.Kwikota yesibili ka-2021, abenzi bephaneli ababonisayo baseSouth Korea babalele u-88% wesamba esikhulu sokuthunyelwa kwe-OLED yosayizi omkhulu, kuyilapho abakhi bamaphaneli ababonisi baseShayina benza u-12%.Nokho, engxenyeni yesithathu ka-2021, abakhiqizi bephaneli yokubonisa baseShayina kanye ne-Everdisplay Optronics Co., Ltd bathathe isabelo esikhulu kunazo zonke sokuthunyelwa kwephaneli yokubonisa yethebhulethi ye-OLED ngamaphesenti angama-59, kwalandelwa yi-Samsung Display.Kwikota efanayo, u-Tianma uphinde waba nesabelo esingu-34% sokuthunyelwa kwephaneli yokubonisa ye-OLED kwezinye izinhlelo zokusebenza.Ngamafuphi, abenzi bephaneli ababonisi baseShayina bakhulisa ukungena kwabo ekuthunyelweni kwephaneli yokubonisa ye-OLED yosayizi omkhulu.

Ithebula 2: Imiphumela Yenhlolovo Yokuqala Yendawo Enkulu Yokuthumela I-TFT LCD ku-Q3 2021 (izinkulungwane zamamitha-skwele)

Q3-4


Isikhathi sokuthumela: Nov-23-2021