Source: Tianji.com
Sabon coronavirus ya shafa, samarwa a akalla masana'antun nunin LCD guda biyar a Wuhan, China ya ragu.Bugu da kari, Samsung, LGD da sauran kamfanoni sun rage ko rufe masana'antar su ta LCD LCD da sauran matakan, rage karfin samar da panel LCD.Masu binciken da suka dace sun yi hasashen cewa bayan samar da manyan bangarorin LCD na sama ya ragu, farashin panel LCD na duniya zai tashi na dan lokaci.Koyaya, lokacin da aka shawo kan cutar, farashin panel LCD zai faɗi.
Babban allo ya kori, duk da tabarbarewar tallace-tallacen TV na duniya, yankin jigilar kayayyaki na TV na duniya ya ci gaba da ƙaruwa.A bangaren samar da kayayyaki, karkashin matsin lamba daga ci gaba da asara, masu samar da kwamitin a Koriya ta Kudu da Taiwan sun jagoranci daidaita karfin.Daga cikin su, Samsung Display ya janye wasu daga cikin karfin samar da shi, LGD ba kawai ya janye daga wasu karfin samar da shi ba, kuma ya sanar da cewa zai rufe layin samar da kayayyaki a cikin gida a shekarar 2020.
Tare da ja da baya na masana'antun Koriya da kuma ƙarshen ikon samar da kayayyaki a kasar Sin, sakamakon tasirin cutar, farashin panel LCD na duniya zai tashi a cikin 2020, wanda zai haifar da riba mai yawa ga masu samar da kwamitocin da suka tsira kuma suka ci gaba da aiki yadda ya kamata.
Barkewar cutar yana shafar wadata don tada farashin panel ya tashi
Barkewar lamarin ya haifar da rashin isassun fara samar da masana'antu na sama da na kasa, wanda ya takaita samar da fanfuna.Ya haifar da tasiri mai yawa akan masana'antar panel tare da hadaddun sarkar masana'antu.Daga hangen nesa na jigilar masana'antar masana'anta, saboda tsananin asarar ƙarfin samarwa a ƙarshen sashin a cikin Fabrairu, jigilar kayayyaki a cikin kwata na farko za a yi tasiri sosai.A sa'i daya kuma, lamarin ya haifar da babbar illa ga kasuwar sayar da kayayyaki.
Annobar ta yi saurin sanyaya kasuwannin sayar da kayayyaki na kasar Sin, kuma bukatar kayan aikin gida da suka hada da wayoyin hannu da talabijin masu wayo ya ragu matuka.Koyaya, zai ɗauki lokaci don canje-canje a cikin kasuwar ƙarshen-mabukaci don watsa gyare-gyare ga buƙatun sayayyar panel.Dangane da sabon rahoton kwamitin TV na LCD da Qunzhi Consulting ya fitar, saboda tasirin sabon cutar huhu da ke kamuwa da cutar sankara, farashin panel TV ya tashi sama da yadda ake tsammani a watan Fabrairun 2020, inci 32 ya tashi da $ 1 da 39.5, 43. , kuma 50 inci kowanne yana karuwa.2 daloli, 55, 65 inci kowanne ya tashi dala 3.A lokaci guda, hukumar ta kuma yi hasashen cewa ana sa ran bangarorin TV na LCD za su ci gaba da haɓaka haɓakawa a cikin Maris.
A cikin gajeren lokaci, sabon kamuwa da cutar huhu na kambi zai yi wani tasiri ga karfin masana'antun, amma annobar za ta jinkirta sake dawo da tsarin samar da kayan aiki na kwamitin, wanda zai iya shafar samar da kwamitin a cikin Maris.A lokaci guda kuma, ƙaƙƙarfan buƙatun ajiyar hannun jari zai haifar da haɓaka ƙimar ƙimar panel a kaikaice.
Manazarta masana'antu da suka dace sun ce a karkashin ingantacciyar hadakar abubuwa daban-daban, ana sa ran masana'antar panel da ke ci gaba da yin amfani da wannan damammaki na sama.A sa'i daya kuma, karancin wadata da bukatu ya sanya kamfanonin cikin gida yin amfani da wannan damar wajen kara karfin samar da kayayyaki, kuma kasuwar hada-hadar kudi ta duniya na iya kawo wani sabon salo.
LCD masana'antar panel panel za su shigar da wani dogon lokaci inflection batu
A cikin 2019, an sami asarar aiki gabaɗaya a cikin masana'antar, kuma farashin fa'ida na yau da kullun ya faɗi ƙasa da farashin kuɗi na masana'antun Koriya da Taiwan.Karkashin matsin lamba na ci gaba da asara da karin asara, masu samar da kwamitin a Koriya ta Kudu da Taiwan sun jagoranci daidaita iya aiki.Samsung ya nuna cewa SDC ya rufe layin samar da L8-1-1 a kowane wata na 80K a cikin 3Q19, kuma ya rufe layin samar da L8-2-1 a kowane wata na 35K;Huaying CPT ya rufe duk ƙarfin 105K na layin samar da L2;LG Nuni ya nuna LGD A cikin 4Q19, za a rufe layin samar da P7 a kowane wata na 50K, kuma za a rufe layin samar da P8 a kowane wata na 140K.
Dangane da dabarun SDC da LGD, sannu a hankali za su janye daga ikon samar da LCD kuma su riƙe ƙarfin samar da LCD kawai.A halin yanzu, Shugaba na LGD ya ba da sanarwar a CES2020 cewa za a janye duk ƙarfin samarwa na LCD TV na cikin gida, kuma SDC kuma sannu a hankali za ta janye daga duk ƙarfin samar da LCD a cikin 2020.
A cikin layin LCD na kasar Sin, fadada karfin ikon LCD kuma yana kusa da kammalawa.Za a samar da layin ƙarni na BOE na ƙarni 10.5 a Wuhan a cikin 1Q20.Ana sa ran zai ɗauki shekara 1 don haɓaka ƙarfin samarwa.Wannan zai zama layin samar da LCD na ƙarshe na BOE.Layin ƙarni na 8.6 na Huike a Mianyang kuma zai fara haɓaka ƙarfin samarwa a cikin 1Q20.Saboda ci gaba da asarar Huike, ana sa ran yiwuwar ci gaba da zuba jari a nan gaba kadan ne;layin Shenzhen na 11th na Huaxing Optoelectronics za a sanya shi cikin samarwa a cikin 1Q21, wanda zai zama layin samar da LCD na ƙarshe na Huaxing Optoelectronics.
A bara, yawan wadata a cikin kasuwar panel LCD ya haifar da ƙananan farashi na dogon lokaci don bangarori na LCD, kuma riba na kamfanoni ya shafi tasiri sosai.A bana an samu bullar cutar huhu a kasashe da suka hada da China da Koriya ta Kudu da kuma Japan.A cikin ɗan gajeren lokaci, ci gaban haɓaka ƙarfin samar da panel na LCD zai shafi sabon kamuwa da cutar huhu.Gabaɗaya, ƙarfin samar da panel na LCD TV na duniya yana da iyakancewa, kuma ƙaƙƙarfan wadata da alaƙar buƙatu ya sa masana'antar panel ta tashi daga hauhawar farashin.Matsakaicin yanayin wadata da buƙatu na iya sa kamfanoni na cikin gida su yi amfani da wannan damar don ƙara ƙarfin samar da su.
Baya ga hauhawar farashin farashin na ɗan lokaci, masana'antar nunin nunin suna fuskantar manyan sauye-sauye, wato, masana'antun LCD na kasar Sin suna fuskantar masana'antun Koriya ta hanyar gasa mai tsada, ingantaccen samar da sabbin layukan samarwa, da masana'antu. sarkar goyon bayan abũbuwan amfãni.Don kamfanoni masu alaƙa irin su BOE da Huaxing Optoelectronics, a cikin fuskantar annoba, daidaita yanayin jihar da dabarun da sadaukar da kansu ga kasuwa na iya samun ƙarin hannun jari.
A halin yanzu, kamfanonin kwamitin na kasar Sin sun yi mu'amala da kamfanonin Japan da Koriya ta Kudu kan fasahar fasahar LCD, kuma sun mai da hankali kan tsarin fasahar OLED.Kodayake ƙarfin samar da panel na OLED na tsakiya yana cikin hannun masana'antun LCD na gargajiya kamar Samsung, LG, Sharp, JDI, da dai sauransu, ƙarfi da haɓakar masu kera panel a China suma suna da yawa.BOE, Shentianma, da m allon 3D mai lankwasa gilashin Lansi , Ya fara shimfida layin samar da OLED.
Idan aka kwatanta da babban matsayi na bangarorin LCD a cikin kasuwar TV ta duniya, tasirin bangarorin OLED da kasuwannin samfur na ƙarshe yana da iyaka.A matsayin sabon ƙarni na fasahar nuni, kodayake OLED ya ƙaddamar da haɓaka masana'antar panel, shaharar bangarorin OLED a cikin manyan TVs da kasuwannin sawa masu wayo ba su da kyan gani.
Masu binciken da suka dace sun bincika cewa an aiwatar da karuwar farashin kwamitin a cikin 2020.Idan yanayin dawowar farashin ya ci gaba, aikin manyan kamfanoni a cikin masana'antar panel yana kusa da kusurwa.Tare da haɓaka aikace-aikacen tashar tashar 5G na ƙasa, buƙatun samfuran na'urorin lantarki za su ƙaru.Yayin da sabbin aikace-aikace da sabbin fasahohi ke ci gaba da girma kuma tallafin gwamnati ke ci gaba da ƙaruwa, masana'antar panel LCD na wannan shekara yana da daraja a sa ido.A nan gaba, kasuwar panel LCD na duniya sannu a hankali za ta rikide zuwa wani yanayi mai gasa tsakanin Koriya ta Kudu da Sin.
Lokacin aikawa: Maris-04-2020