Muva nje, i-Samsung Display ifake icala lokwephulwa kwelungelo lobunikazi be-OLED e-United States, ngemva kwalokho, i-US International Trade Commission (ITC) yethula uphenyo lwe-377, olungase luholele ngokushesha ngemva kwezinyanga eziyisithupha.Ngaleso sikhathi, i-United States ingase ivimbele ukungeniswa kwezikrini zokulungisa ze-Huaqiangbei OLED zomsuka ongaziwa, okuzoba nomthelela omkhulu ochungechungeni lwemboni yesikrini sokulungisa i-Huaqiangbei OLED.
Umhlinzeki wesiteshi sokulungisa isikrini se-Huaqiabei uveze ukuthi bakhathazeke kakhulu ngenqubekelaphambili yophenyo lwe-US OLED ye-screen maintenance 337, ngoba i-US OLED yokulungisa isikrini i-akhawunti yenzuzo enkulu uma kuqhathaniswa.Uma i-US inqamula umzila wokungenisa, kungase kube inhlekelele ebhizinisini labo lokulungisa isikrini se-OLED.Manje basethukile.
Lesi esinye isinyathelo esibalulekile se-Samsung sokunqanda ukuthuthukiswa kwemboni ye-OLED yaseChina ngemuva kokuxwayisa mayelana nokuphulwa kwelungelo lobunikazi ngonyaka odlule.Uma leli cala lizuze umphumela obukade liwufuna, kungenzeka liqale amacala afanayo e-Europe, liphinde linciphise ukufinyelela emakethe kwabenzi bephaneli be-OLED baseShayina futhi kuvinjwe ukuthuthukiswa komkhakha we-OLED wase-China.
AbakwaSamsung baxwayisa ngokuthi impi yelungelo lobunikazi le-OLED iyaqala
Eqinisweni, i-Samsung Display ibizama ukucindezela ukuthuthukiswa kwemboni ye-OLED yaseChina ngezikhali zamalungelo obunikazi ukuze kugcinwe igebe lobuchwepheshe be-OLED phakathi kweChina neNingizimu Korea.
Eminyakeni yamuva nje, ukwanda okusheshayo kwemboni ye-OLED yaseChina kuqede isabelo se-Samsung semakethe ye-OLED yama-smartphones.Ngaphambi kuka-2020, i-Samsung Display ibikade ihola imakethe yephaneli ye-OLED yamafoni ahlakaniphile.Kodwa-ke, ngemuva kuka-2020, abakhiqizi bephaneli ye-OLED baseChina kancane kancane badedela umthamo wabo wokukhiqiza, futhi isabelo semakethe ye-Samsung ye-OLED yamafoni ahlakaniphile aqhubeka nokwehla, okubalela ngaphansi kwama-80% okokuqala ngqa ngo-2021.
Njengoba ibhekene nokwehla ngokushesha kwesabelo semakethe se-OLED, i-Samsung Display inomuzwa wobunzima futhi izama ukuzilwela ngezikhali zelungelo lobunikazi.U-Choi Kwon-young, oyiphini likamongameli we-Samsung Display, uthe ocingweni lwekota yesine ye-2021 abaholayo ukuthi (Encane naphakathi) i-OLED iyimakethe yokuqala inkampani yethu ekhiqize futhi yahlola ngempumelelo.Emashumini eminyaka otshalomali, ucwaningo kanye nentuthuko, kanye nokukhiqizwa ngobuningi, siqongelele amalungelo obunikazi amaningi kanye nesipiliyoni.Muva nje, i-Samsung Display ibilokhu igqugquzela ubuchwepheshe be-OLED, okunzima ukuthi abanye bayikopishe, ukuze kuvikelwe ubuchwepheshe bayo obuhlukene futhi kwandise inani layo.Khonamanjalo, lenza ucwaningo olunzulu ngezindlela zokuvikela impahla yengqondo eqoqwe ngabasebenzi bayo.
Ngempela, i-Samsung Display yenze ngokufanele.Ekuqaleni kuka-2022, i-Samsung Display yaxwayisa umenzi wephaneli ye-OLED yasekhaya ngokwephula amalungelo akhe obunikazi be-OLED ubuchwepheshe.Isexwayiso sokwephulwa kwelungelo lobunikazi yinqubo yokwazisa elinye iqembu ngokusetshenziswa okungagunyaziwe kwelungelo lobunikazi ngaphambi kokufaka icala noma izingxoxo zelayisensi, kodwa lokho akudlali indima.Kwesinye isikhathi, lize lifake kuhlu izexwayiso zokwephulwa komthetho "zamanga" ukuphazamisa ukuthuthukiswa komphikisi.
Kodwa-ke, i-Samsung Display ayizange ifake umkhiqizi icala elisemthethweni lokwephulwa kwelungelo lobunikazi be-OLED.Ngoba i-Samsung Display isemqhudelwaneni nomkhiqizi, futhi inkampani engumzali i-Samsung Electronics inobambiswano nomkhiqizi kumaphaneli e-LCD we-TVS.Ukuze wenze umenzi avume emkhakheni we-OLED, abakwaSamsung Electronics bagcine bekhawulele ukuthuthukiswa kwebhizinisi lomkhiqizi ngokunciphisa ukuthengwa kwamaphaneli e-TV LCD.
Ngokusho kwe-JW Insights, izinkampani zamaphaneli zaseShayina zombili ziyasebenzisana futhi zincintisana ne-Samsung.Isibonelo, phakathi kwe-Samsung ne-Apple, amacala obunikazi ayaqhubeka, kodwa i-Apple ayikwazi ukuqeda ngokuphelele ukubambisana ne-Samsung.Ukwenyuka okusheshayo kwamaphaneli e-LCD aseShayina kwenza amaphaneli aseShayina abe yingxenye ebalulekile yomkhakha wolwazi we-elekthronikhi womhlaba wonke.Eminyakeni yamuva nje, ukuthuthukiswa okusheshayo kwemboni yephaneli ye-OLED kuletha izinsongo eziningi embonini ye-Samsung OLED.Njengomphumela, amathuba okungqubuzana okuqondile kwelungelo lobunikazi phakathi kwabakhiqizi be-Samsung Display nabakhiqizi baseShayina OLED ayakhula.
I-Samsung Display ishushiswe, i-United States yaqala i-Investigation 337
Ngo-2022, imakethe yama-smartphone yomhlaba wonke yawohloka.Abakhiqizi bezingcingo ezihlakaniphile bayaqhubeka nokwehlisa izindleko, ngakho-ke abakhiqizi be-OLED abavumelana nezimo basekhaya abangabizi kakhulu bathandwa abakhiqizi abaningi ngokwengeziwe.Ulayini wokukhiqiza we-OLED we-Samsung uphoqeleke ukuthi usebenze ngezinga eliphansi lokusebenza, futhi isabelo semakethe se-OLED sama-smartphones sehle ngaphansi kwamaphesenti angama-70 okokuqala ngqa.
Imakethe yama-smartphone ayikakabi nethemba ngo-2023. U-Gartner ubikezela ukuthi ukuthunyelwa kwama-smartphone emhlabeni jikelele kuzokwehla ngamaphesenti angu-4 kuya kumayunithi ayizigidi eziyizinkulungwane ezingu-1.23 ngo-2023. Njengoba imakethe yama-smartphone iqhubeka nokwehla, indawo yokuncintisana yamaphaneli e-OLED iya ngokuya iba nolaka.Isabelo semakethe se-OLED se-Samsung sama-smartphones kungenzeka sinciphe kakhulu eminyakeni emibili kuya kwemithathu ezayo.I-DSCC ilindele ukuthi indawo yemakethe ye-OLED encane nemaphakathi ingase ishintshe eminyakeni emibili kuya kwemithathu ezayo.Ngo-2025, amandla okukhiqiza e-OLED e-China azofinyelela ku-31.11 million square metres, okuzoba amaphesenti angu-51 engqikithi, kanti eyaseNingizimu Korea izokwehla ibe ngamaphesenti angu-48.
Ukuguguleka kwesabelo semakethe ye-OLED ye-Samsung yama-smartphones aboniswayo kuwumkhuba ongenakugwemeka, kodwa ijubane lizohamba kancane uma imibukiso ye-Samsung ivimbela ukukhula kwabaqhudelana nabo.I-Samsung Display ibheka izindlela zokunciphisa umonakalo odalwe ukuncintisana kwemakethe, kuyilapho isebenzisa izikhali ezisemthethweni ukuvikela impahla yengqondo ye-OLED.Muva nje, u-Choi Kwon-young uthe ocingweni lwengqungquthela yemiphumela yekota yesine yango-2022 "Sinomqondo oqinile wenkinga yokwephulwa kwelungelo lobunikazi embonini yokubonisa futhi sicubungula amasu ahlukahlukene okubhekana nakho"."Ngikholelwa ukuthi ubuchwepheshe obusemthethweni kufanele busetshenziswe futhi buvikelwe ukubaluleka ku-smartphone ecosystem, ngakho ngizoqhubeka nokwandisa izinyathelo zomthetho ukuze ngivikele impahla yelungelo lobunikazi ngokuthatha izinyathelo ezifana nokumangalela," esho.
I-Samsung Display namanje ayikamangaleli ngokuqondile abenzi be-OLED baseShayina ngokwephulwa kwelungelo lobunikazi, esikhundleni salokho isebenzisa amacala angaqondile ukuze banciphise ukufinyelela kwabo olwandle.Njengamanje, ngaphezu kokuhlinzeka ngamaphaneli kubakhiqizi bomkhiqizo, abakhiqizi bephaneli ye-OLED yamaShayina nabo bathumela emakethe yokulungisa isikrini, futhi ezinye izikrini zokulungisa nazo zigelezela emakethe yase-US, okubangela umthelela othile ku-Samsung Display.Ngomhla zingama-28 kuZibandlela 2022, i-Samsung Display yafaka icala elingu-337 ne-US ITC, ifuna ukuthi umkhiqizo othunyelwe, ongeniswe usuka noma othengiswe e-US wephula amalungelo awo empahla yobuhlakani (inombolo yobunikazi ebhalisiwe yase-United States 9,818,803, 10,854,683, 7,414,59) icele i-US ITC ukuthi ikhiphe i-oda lokungabandakanyi elivamile, umyalelo wokungabandakanyi olinganiselwe, umyalo.Izinkampani eziyishumi nesikhombisa zaseMelika, okuhlanganisa i-Apt-Ability kanye ne-Mobile Defenders, zibizwe njengabamangalelwa.
Ngaso leso sikhathi, i-Samsung Display ikhiphe isexwayiso sokwephulwa kwelungelo lobunikazi kumakhasimende e-OLED ukuwavimba ekwamukeleni imikhiqizo engase yephule amalungelo obunikazi e-OLED e-Samsung.AbakwaSamsung Display bakholelwa ukuthi ngeke bavele babheke ukwephulwa kwelungelo lobunikazi le-OLED okusabalala e-United States, kodwa futhi balethe izexwayiso ezinkampanini ezinkulu zamakhasimende, okuhlanganisa ne-Apple.Uma yephula ilungelo lobunikazi le-OLED le-Samsung, izofaka icala enkantolo.
Umuntu ohlobene nemboni uthe “Ubuchwepheshe be-OLED buwumkhiqizo wesipiliyoni se-Samsung Display esiqoqwe emashumini eminyaka etshalomali, ucwaningo nentuthuko, kanye nokukhiqizwa ngobuningi.Lokhu kukhombisa ukuthi i-Samsung Display izimisele ngokungavumeli abafika sekwephuzile ukuthi babambe ngokususelwa ku-OLED, enezinzuzo ezinkulu kakhulu zobuchwepheshe.“
I-United States ingase ibeke ukuvinjelwa, i-Huaqiang North Manufacturers ingase ihlupheke ngenxa yokushaqeka
Ngesicelo se-Samsung Display, i-United States International Trade Commission (ITC) ivotele ukuqalisa i-Investigation 337 yamaphaneli namamojula we-Active Matrix Organic Light-emitting Diode Display (OLED) kanye nezingxenye zawo eziqondene namadivayisi eselula ngomhla zingama-27, Jan, 2023. Uma izinkampani ezingu-17 zase-US, okuhlanganisa i-Apt-Ability kanye ne-Mobile Defenders, zephula amalungelo obunikazi okhiye wokubonisa we-OLED, i-Samsung Display izovimbela ukungeniswa kwamaphaneli e-OLED omsuka ongaziwa e-United States.
I-US International Trade Commission isiqale i-Investigation 337 kumaphaneli e-OLED nezingxenye zawo, okungakenzi izinqumo.Okulandelayo, ijaji lokuphatha le-ITC lizohlela futhi libambe ukulalelwa ukuze lenze ukutholwa kokuqala kokuthi ummangalelwa wephule ISigaba 337 (kulokhu, ukwephulwa kwempahla yengqondo), okuzothatha isikhathi esingaphezu kwezinyanga ezingu-6.Uma ummangalelwa ephule umthetho, i-ITC ivamise ukukhipha imiyalo yokukhishwa (evimbela Amasiko Nokuvikelwa Kwemingcele ekuvimbeleni umkhiqizo ophula umthetho ukuthi ungangeni e-United States) futhi iyeke futhi iyeke ama-oda (evimbela ukuthengiswa okuqhubekayo kwemikhiqizo kakade engeniswe e-United States).
Izikhulu zemboni ye-Display zikhomba ukuthi i-China ne-South Korea yiwona kuphela amazwe amabili emhlabeni anamandla okukhiqiza izikrini ze-OLED ezikhiqiza ngobuningi, kanti i-Huaqiangbei kungenzeka ibe umthombo wezikrini zokulungisa ze-OLED ezigeleza e-US Uma i-United States ivinjelwa. ukungeniswa kwezikrini zokulungisa ze-OLED zemvelaphi engaziwa ezinyangeni eziyisithupha kamuva, kuzoba nomthelela omkhulu kuchungechunge lwemboni yokulungisa isikrini se-Huaqiangbei OLED.
Njengamanje, i-Samsung Display iphenya nomthombo wezikrini zokulungisa ze-OLED ezivela ezinkampanini ezingu-17 zase-US, ezizama ukusebenzisa izikhali zomthetho ukuze ziqhubeke ziqondise iziteshi ze-OLED ezengeziwe.Abangaphakathi embonini yokubonisa bathi i-Samsung ne-Apple banenzuzo enkulu emakethe yokulungisa isikrini se-OLED, ngakho abakhiqizi abaningi bangena endaweni empunga.I-Apple ihlukumeze abakhiqizi beziteshi zesikrini sokulungisa i-OLED, kodwa ngenxa yokuphazamiseka kochungechunge lobufakazi, laba bakhi besiteshi sesikrini sokulungisa i-OLED abangekho emthethweni abakwazi ukususwa ngokuphelele.I-Samsung Display izobhekana nezinkinga ezifanayo kulokhu uma izama ukunqanda ukukhula kwabenzi besikrini sokulungisa i-OLED ngobubanzi.
Ebusweni becala le-Samsung kanye nophenyo lwe-337, abakhiqizi baseShayina kufanele baphendule kanjani?U-Mubinbin waphawula ukuthi uphenyo lwama-337, olunikeza izinkampani ezizimele indlela yokugcina izimbangi zakwamanye amazwe emngceleni wase-US, sekuyizindlela zezinkampani zasekhaya zase-US zokwehlisa izimbangi, okunomthelela omkhulu ezinkampanini zaseShayina ezithembele ekuthumeleni kwamanye amazwe e-US.Ngakolunye uhlangothi, amabhizinisi aseShayina kufanele aphendule ngenkuthalo icala futhi agweme ukukhonjwa njengabamangalelwa abekho.Izahlulelo ezizenzakalelayo zinemiphumela emibi kakhulu, futhi i-ITC kungenzeka ikhiphe umyalelo wokukhishwa ngokushesha wokuthi yonke imikhiqizo yenkampani okusolwa ukuthi ivinjelwe ukungeniswa e-United States sonke isikhathi sempahla yengqondo yase-US okukhulunywa ngayo.Ngakolunye uhlangothi, amabhizinisi aseShayina kufanele aqinise ukuqwashisa ngamalungelo empahla yengqondo, akhe amalungelo empahla yobuhlakani ezimele, futhi alwele ukuthuthukisa ukuncintisana okuyisisekelo kwemikhiqizo.Nakuba abakhiqizi baseShayina be-OLED bengasolwa ngokuqondile kulolu phenyo, njengamabhizinisi ahilelekile, isinqumo sisenomthelela omkhulu kubo.Kufanele futhi ithathe izinyathelo ezisheshayo njengoba ingase "inqamule" imizila yayo yokungenisa imikhiqizo ehlobene e-United States.
Isikhathi sokuthumela: Feb-08-2023