Ngemizamo engapheli yabakhiqizi bamaphaneli, amandla okukhiqiza amaphaneli omhlaba wonke adluliselwe eShayina.Ngesikhathi esifanayo, ukukhula kwamandla okukhiqiza amaphaneli aseShayina kuyamangalisa.Njengamanje, i-China isiyizwe elinamandla okukhiqiza ama-LCD amakhulu kunawo wonke emhlabeni.
Ngokubhekana nenzuzo eyingqayizivele yokuncintisana ye-LCD yabakhiqizi basekhaya, abakhiqizi be-Samsung kanye ne-LGD bamemezele ukuthi bazohoxa emakethe ye-LCD.Kepha ukuqubuka kwalolu bhubhane kubangele ukungafani phakathi kokuhlinzekwa kanye nesidingo.Ukuze kuqinisekiswe ukutholakala okujwayelekile kwamaphaneli emikhiqizo yabo yokugcina, bobabili abakwaSamsung kanye ne-LCD bamemezele ukubambezeleka kokuvalwa kwemigqa yokukhiqiza ye-LCD.
Iphaneli ingumholi wemboni ye-Optoelectronic, i-LCD ne-OLED yimikhiqizo ejwayelekile
Imboni yamaphaneli ikakhulukazi ibhekise embonini yephaneli yesibonisi sokuthinta yamathuluzi kagesi afana namathelevishini, amakhompyutha edeskithophu, amalaptop kanye nomakhalekhukhwini.Kulezi zinsuku, ubuchwepheshe bokubonisa ulwazi budlala indima ebaluleke kakhulu emisebenzini yomphakathi kanye nempilo yansuku zonke.U-80% wokutholwa kolwazi lomuntu uvela embonweni, futhi ukusebenzisana phakathi kwemishini ebulalayo yezinhlelo ezihlukahlukene zolwazi kanye nabantu kudingeka kubonakale ngokuboniswa kolwazi.Ngakho-ke imboni yamaphaneli isiphenduke umholi wemboni ye-optoelectronics, eduze kuphela kwemboni ye-microelectronics embonini yolwazi, futhi isibe yinye yezimboni ezibaluleke kakhulu.Ngokombono wochungechunge lwemboni, imboni yamaphaneli ingahlukaniswa ibe izinto eziyisisekelo ezikhuphuka nomfula, ukukhiqizwa kwamaphaneli aphakathi nendawo kanye nemikhiqizo yetheminali engezansi.Phakathi kwazo, izinto eziyisisekelo ezikhuphukayo zihlanganisa: i-glass substrate, ifilimu yombala, ifilimu ye-polarizing, i-crystal liquid, i-target material, njll;Ukukhiqizwa kwamaphaneli aphakathi nendawo kuhlanganisa i-Array, Cell kanye neModule;Imikhiqizo esezingeni eliphansi ihlanganisa: AMATV, amakhompyutha, omakhalekhukhwini kanye nezinye izinto zikagesi zabathengi.
Njengamanje, imikhiqizo emibili eyinhloko emakethe yamaphaneli yi-LCD ne-OLED ngokulandelanayo.I-LCD iphakeme kune-OLED ngenani nempilo yesevisi, kuyilapho i-OLED iphakeme kune-LCD ngobumnyama nokugqama.E-China, i-LCD yabala cishe ama-78% emakethe ngo-2019, kuyilapho i-OLED ibalwa cishe ngama-20%.
Ukudluliswa kwephaneli yomhlaba wonke eChina, umthamo wokukhiqiza we-LCD waseChina ufika kuqala emhlabeni
I-Korea yasebenzisa umkhombe womjikelezo we-crystal crystal maphakathi nawo-1990 ukwandisa ngokushesha futhi yadlula iJapane cishe ngo-2000. Ngo-2009, i-BOE yaseChina yamemezela ukwakhiwa komugqa wesizukulwane esingu-8.5, iphula ukuvinjelwa kobuchwepheshe phakathi kweJapane, iNingizimu Korea neTaiwan.Khona-ke i-Sharp, i-Samsung, i-LG nezinye izinkampani zaseJapane nezaseNingizimu Korea zanquma ukwakha imigqa yesizukulwane se-8 e-China ngesivinini esimangalisayo.Kusukela lapho, imboni ye-LCD ezweni laseShayina ingene eshumini leminyaka yokwanda okusheshayo.Ngemuva kwentuthuko yeminyaka yakamuva, imboni yamaphaneli yaseChina iza ngemuva.Ngo-2015, amandla okukhiqiza amaphaneli e-LCD aseChina abalelwa ku-23% womhlaba.Kanye nabakhiqizi baseKorea bamemezele ukuthi bazohoxa ku-LCD baphendukele ku-OLED, amandla okukhiqiza e-Global LCD aphinde aqoqwa ezweni laseChina.Ngo-2020, amandla okukhiqiza i-LCD yaseChina ayesekleliswe endaweni yokuqala emhlabeni, lapho izwe laseShayina likhiqiza cishe ingxenye yephaneli ye-LCD yomhlaba.
I-China iyaqhubeka nokuhola umhlaba ekukhuleni okumangalisayo kwamandla okukhiqiza amaphaneli
Ngaphezu kwalokho, ngokusheshisa kokukhishwa kwamandla okukhiqiza ama-LCD amaningi G8.5/G8.6, ulayini wesizukulwane we-G10.5 kanye nolayini wesizukulwane we-OLED G6, umthamo wokukhiqiza we-LCD kanye ne-OLED yaseChina ugcine ukukhula okuphezulu, okudlula kakhulu umhlaba wonke. ukukhula komthamo wephaneli.Ngo-2018, izinga lokukhula kwamandla okukhiqiza amaphaneli e-LCD yaseChina laze lafinyelela ku-40.5%.Ngo-2019, amandla okukhiqiza e-LCD kanye ne-OLED yaseChina afinyelele ku-113.48 million square metres kanye ne-2.24 million square metres, ukukhula konyaka ngo-19.6% no-19.8% ngokulandelana.
Iphethini yokuncintisana — Ukuthengwa kwe-BOE kwe-PANDA kuzoqhubeza nokusimamisa isikhundla esiphambili ku-LCD.
Eqinisweni, isimo sokuncintisana semakethe ye-LCD yomhlaba wonke sishintshe kakhulu kusukela amandla okukhiqiza e-LCD asuka eSouth Korea naseTaiwan aya ezweni laseShayina.Muva nje, i-BOE isibe ngumnikezeli omkhulu emhlabeni wamaphaneli e-LCD.Akunandaba ngokwenani lokuhlinzeka noma indawo yokuhlinzeka yephaneli ye-LCD kasayizi omkhulu, i-BOE yabala ngaphezu kwe-20% yemakethe yomhlaba wonke ngo-2020. Futhi, phakathi no-2020, i-BOE yamemezela ukuthi izothola i-CLP Panda.Ngokuphothulwa kokutholwa komugqa wokukhiqiza we-PANDA we-CLP esikhathini esizayo, isikhundla semakethe ye-BOE emkhakheni we-LCD sizophinde sigqanyiswe.Ngokusho kuka-Omdia, isabelo sokuthunyelwa kwe-BOE ku-LCD yosayizi omkhulu sizofinyelela ku-32% ngemuva kokutholwa, futhi indawo ye-LCD yokuthunyelwa izobalelwa ku-27.3% wemakethe.
Njengamanje, abakhiqizi be-LCD baseShayina nabo basebenza ikakhulukazi ekuhlelweni okuqhubekayo kwe-LCD yesizukulwane esiphakeme.Kusukela ngo-2020 kuya ku-2021, i-BOE, TCL, HKC kanye ne-CEC izofaka ngokulandelana ukukhiqizwa ngemigqa yokukhiqiza eyi-8 ebalulekile yezizukulwane ezingaphezu kwezingu-7 e-Mainland China.
Imakethe ye-OLED ibuswa yi-Samsung, futhi abakhiqizi basekhaya baqhubeka nesakhiwo ngenkuthalo.
Imakethe ye-OLED okwamanje iphethwe abakhiqizi baseKorea.Ubuchwepheshe obuvuthiwe be-Samsung be-AMOLED kanye nomthamo wokukhiqiza omningi kunenzuzo ethile, ngakho ukusebenzisana kwabo kwamasu nomkhiqizo kwaphinde kwajula ngo-2019. Ngokwezibalo ze-Sigmaintell, isabelo semakethe ye-Samsung ye-OLED sifinyelele ku-85.4% ngo-2019, phakathi kwayo i-Flexible OLED enemakethe. isabelo se-81.6%.Kodwa-ke, Eminyakeni yamuva, abakhiqizi baseShayina nabo bayasebenza emakethe ye-OLED, ikakhulukazi emikhiqizweni eguquguqukayo.I-BOE njengamanje inemigqa yokukhiqiza ye-OLED eyisithupha esakhiwayo noma esakhiwayo.
Isikhathi sokuthumela: Sep-28-2021