NgoJulayi 5th., i-TrendForce imemezele ukuthi kukhotheshini yephaneli ye-LCD, amanye amamodeli wephaneli ye-TV aqala ukuyeka ukuwa, futhi okunye ukuncipha kosayizi kuvame ukuhlangana, kusukela esikhathini esidlule esingaphezu kuka-10% kuya ngaphansi kuka-10%.Lokhu kukhombisa ukuthi umphumela wokunciphisa ukukhiqizwa komkhiqizi uyasebenza osiza ukukhulula ingcindezi yokusebenza kwe-AU ne-Innolux.
Intengo emaphakathi yephaneli ye-TV engama-intshi angu-65 yehle ngo-$3 kusukela ngasekupheleni kukaJuni, kanti isilinganiso esingu-55-intshi, 43-intshi no-32-intshi asishintshile emasontweni amabili edlule, okubonisa izimpawu zokumisa ukwehla.Uma kuqhathaniswa nasekuqaleni kukaJuni, ukwehla kube ngo-5.3%, 5.2% no-6.7%, ngokulandelana.Isidingo se-TV sisonke sisebuthakathaka, kodwa cishe izingcaphuno zawo wonke amamodeli amaphaneli e-LCD zehle ngaphansi kwezindleko zemali.Ngenxa yalokho, amafektri ephaneli aqala ukulawula umthamo wokukhiqiza, ukunciphisa ngempumelelo ukunikezwa, futhi akhuthaze ukwehla kwentengo kwaqala ukuhlangana noma ngisho nokuyeka ukuwa.
Iphaneli ye-TV engu-32-intshi isasekelwa ngokwengxenye isidingo semakethe esafufusayo, intengo yayo iphansi, ngakho ukwehla akubalulekile.Ngakho-ke inethuba lokuhola ukuze ime kancane nge-50 inch okuyizindleko zokuqala zekhefu.Ngenkathi abanye osayizi, abanjengama-intshi angu-43 nama-intshi angu-55, kulindeleke ukuthi behle cishe ngo-$1 kuya ku-$2.Ukwehla kwephaneli ye-TV kasayizi omkhulu kusasobala njengoba amakhasimende omkhiqizo amakhulu ehlisa ukuthengwa, okuholela ekucindezelweni okuthile kwe-inventory embonini yamaphaneli.Ama-intshi angama-65 kulindeleke ukuthi ehle phakathi kuka-$5 no-$7, kanti ama-intshi angu-75 kulindeleke ukuthi ehle phakathi kwe-$10 ne-$12.
Amaphaneli okuqapha we-IT ayaqhubeka nokubhekana nesidingo esibuthakathaka futhi kulindeleke ukuthi ehle cishe ngama-$3 kuya ku-$4 ngoJulayi.Isidingo sephaneli ye-LCD yekhompuyutha ephathekayo sisesezingeni eliphansi, futhi isifiso somkhiqizo sokudonsa izimpahla asikabi namandla, kodwa kunoshintsho oluthile ekwehleni kwentengo.Manje izintengo zamaphaneli e-HD angu-11.6-intshi, aqale ehla ngenxa yesidingo esibuthakathaka sama-Chromebook, kancane kancane abuyele emazingeni okuqhuma, anethuba lokulinganisa afika ngaphansi kuka-$0.10 ngoJulayi.
Ngaphezu kwalokho, ukwehla kwephaneli ye-TN engu-14-intshi, i-15.6-inch HD TN nakho kulinganiselwe, okulindeleke ukuthi kwehle ngo-$2.20 kuya ku-$2.30.Ngenkathi, amaphaneli angu-14-intshi no-15.6-inch FHD IPS, aqale ukuwa sekwephuzile, ahlala ephansi cishe ku-$2.90 kuya ku-$3.
Iphaneli ye-electronic LCD yolwazi nayo iqhubekile nokucindezela kwentengo.Imboni yomkhiqizo wamazwe ngamazwe yazise izimboni zamaphaneli ngokushesha ukuthi amamonitha e-LCD, iphaneli yekhompuyutha ephathekayo ifuna kwehle ngo-50% ku-Q3.Izimboni zamaphaneli eziyinhloko ezithintekayo yi-BOE, LGD, AUO, Innolux, CSOT, SHARP, izinga lethonya elibanzi elinemithelela eminingi.
Ngaphezu kwalokho, umbiko we-Group Intelligence, i-ejensi yocwaningo, ubikezela ukuthi amaphaneli e-LCD TV ayizigidi ezingu-260 azothunyelwa emhlabeni jikelele ngo-2022, kanti izigidi ezingu-68 zazo zizothunyelwa ngekota yokuqala, okuhlanganisa u-26.5% wesilinganiso sonyaka sokuthunyelwa.Ngekota yesibili kuya kweyesine, ukuthunyelwa kwesilinganiso kulindeleke ukuthi kube cishe amayunithi ayizigidi ezingama-62.Engxenyeni yesibili yonyaka, kusekhona ukungaqiniseki emakethe yokuphela kwephaneli ye-TV, inkathi ephezulu ayiphumeleli, isidingo esibuthakathaka.Ngenxa yokugqashuka kweMpi phakathi kweRussia ne-Ukraine engxenyeni yesibili, isidingo emakethe yaseYurophu simile futhi sehla, futhi umthamo wokuthengwa kwemikhiqizo wehla waba phansi okusha cishe eminyakeni eyi-10.Isidingo samaphaneli we-TV osayizi abakhulu saqhubeka siwohloka, kuyilapho isidingo samaphaneli we-TV wesayizi encane sinciphile, futhi ukuthunyelwa kwamaphaneli engxenyeni yesibili yehla ngokushesha.
Ngekota yesithathu, abakwaSamsung bamise ukuthengwa kwezikrini ze-LCD kanye nempahla elawulwa ngokuqinile, okuthinta ukuzethemba kokuthenga kwamanye amabhrendi.Ukuthunyelwa kwephaneli ye-LCD engxenyeni yesithathu kungase kungachumi ngenkathi ematasa.Ngekota yesine, njengoba izindleko zokuthumela ziqhubeka nokuhla, amanani ephaneli ancipha kancane kancane, futhi uhlu lwemikhiqizo luvame ukuba nempilo, isidingo samaphaneli we-TV anosayizi omkhulu kulindeleke ukuthi siphinde sikhule, kepha imakethe yabathengi bokugcina ayikanele ukuthi thenga, ngakho-ke amandla okuthumela abakhiqizi bephaneli kunzima ukubuyisela ngokuqinile.
Noma kunjalo, uma udinga ukuthenga amamojula e-LCD kusuka ku-7 intshi kuya ku-21.5 intshi kumamodeli emboni yasekuqaleni, ngicela ungithinte ngomusa ku.lisa@gd-ytgd.comnganoma yisiphi isikhathi.
Isikhathi sokuthumela: Jul-09-2022