Puna: Tianji.com
Hoʻopilikia ʻia e ka coronavirus hou, ua lohi ka hana ma ka liʻiliʻi o ʻelima mau hale hōʻike LCD ma Wuhan, Kina.Eia hou, ua hōʻemi a pani ʻia paha ʻo Samsung, LGD a me nā hui ʻē aʻe i kā lākou LCD LCD panel factory a me nā ana ʻē aʻe, e hōʻemi ana i ka mana hana LCD panel.Wahi a ka poʻe i loko e pili ana ma hope o ka emi ʻana o ka hāʻawi ʻana i nā panela LCD upstream, no laila e piʻi aʻe nā kumukūʻai LCD panel honua no ka manawa pōkole.Eia naʻe, ke hoʻomalu ʻia ke ahulau, e hāʻule nā kumukūʻai LCD panel.
Ke alakaʻi ʻia e ka pale nui, ʻoiai ka stagnation o ke kūʻai aku ʻana o ka TV honua, ua hoʻomau ka ulu ʻana o ka honua TV panel shipment area.Ma ka ʻaoʻao hoʻolako, ma lalo o ke kaomi ʻana mai nā poho mau, ua alakaʻi nā mea hana panel ma South Korea a me Taiwan i ke alakaʻi i ka hiki ke hoʻololi.Ma waena o lākou, ua hoʻihoʻi ʻo Samsung Display i kekahi o kāna hana hana, ʻaʻole i haʻalele wale ʻo LGD mai kekahi mau mana hana, a ua hoʻolaha ʻo ia e pani i kāna laina hana home ma 2020.
Me ka hoʻi ʻana o nā mea hana Korea a me ka pau ʻana o ka mana hana ma Kina, ma muli o ka hopena o ka maʻi maʻi, e piʻi aʻe nā kumukūʻai LCD panel honua i 2020, e lawe mai i nā waiwai waiwai i nā mea hana panel i ola a mālama pono i ka ʻoihana.
Hoʻopilikia ka outbreak i ka lako e hoʻoulu i nā kumukūʻai panel e piʻi
ʻO ka puka ʻana o ke kūlana i alakaʻi ʻia i ka lawa ʻole o ka hoʻomaka ʻana o nā hale hana o ka upstream a me ka downstream manpower-intensive module, i kaupalena ʻia ka lako o nā panela.Ua nui ka hopena i ka ʻoihana panel me nā loulou kaulahao ʻoihana paʻakikī.Mai ka hiʻohiʻona o ka hoʻouna ʻana i nā hale hana panel, ma muli o ka nui o ka nalowale o ka mana hana ma ka ʻāpana hope o ka panel i Pepeluali, e hoʻopilikia nui ʻia nā hoʻouna ʻana o ka panel i ka hapaha mua.I ka manawa like, ua hoʻopilikia nui ke kūlana maʻi i ka mākeke kūʻai kūʻai terminal.
Ua hōʻoluʻolu koke ka maʻi maʻi i ka mākeke kūʻai Kina, a ua hāʻule ka noi no nā mea pono home me nā kelepona akamai a me nā TV akamai.Eia nō naʻe, e lōʻihi ka manawa no ka hoʻololi ʻana i ka mākeke mea kūʻai hope e hoʻouna i nā hoʻololi i ke koi no nā kūʻai ʻana o ka panel.Wahi a ka hōʻike hou loa o ka LCD TV panel i hoʻokuʻu ʻia e Qunzhi Consulting, ma muli o ka hopena o ka maʻi maʻi pneumonia hou i hoʻopili ʻia e ka coronavirus, ua piʻi iki nā kumukūʻai LCD TV ma mua o ka mea i manaʻo ʻia ma Pepeluali 2020, me 32 mau ʻīniha e piʻi ana e $ 1 a me 39.5, 43. , a he 50 iniha ka hoonui ana.2 dala, 55, 65 iniha i pii 3 dala.Ma ka manawa like, wānana pū ka ʻoihana e manaʻo ʻia nā panela LCD TV e hoʻomau i kahi ala kiʻekiʻe i Malaki.
I ka wā pōkole, e loaʻa i ka maʻi maʻi pneumonia lei hou kekahi hopena i ka hiki o nā hale hana panel, akā e hoʻopaneʻe ka maʻi maʻi i ka hoʻomaka hou ʻana o ke kaulahao hoʻolako upstream o ka panel, hiki ke hoʻopili i ka lako panel i Malaki.I ka manawa like, ʻo ke koi ʻana o ka stockpile ikaika e alakaʻi indirectly i ka piʻi ʻana o ke kumukūʻai panel.
Ua ʻōlelo ka poʻe loiloi ʻoihana pili ma lalo o ka hui maikaʻi ʻana o nā ʻano mea like ʻole, ʻo ka ʻoihana panel e piʻi nei ke kiʻekiʻe e manaʻo ʻia e hopu i kēia nalu o nā manawa piʻi.I ka manawa like, ua hoʻoikaika ʻia ka lako a me ka koi ʻana i nā hui panel kūloko e lawe i kēia manawa e hoʻonui i kā lākou hana hana, a hiki i ka mākeke panel honua ke hoʻomaka i kahi huli hou.
ʻO ka ʻoihana LCD LCD panel e hoʻolauna i kahi wahi inflection lōʻihi
I ka makahiki 2019, aia kahi poho o ka hana ma waena o ka ʻoihana, a hāʻule nā kumukūʻai o ka panel mainstream ma lalo o nā kumukūʻai kālā o nā mea hana Korea a me Taiwanese.Ma lalo o ke kaomi o ka hoʻomau ʻana i nā poho a me nā poho hou aʻe, ua alakaʻi nā mea hana panel ma South Korea a me Taiwan i ke alakaʻi i ka hoʻoponopono ʻana i ka hiki.Ua hōʻike ʻo Samsung ua pani ʻo SDC i ka laina hana L8-1-1 i ka mana o ka mahina o 80K ma 3Q19, a pani i ka laina hana L8-2-1 i kahi mahina o 35K;Ua pani ʻo Huaying CPT i nā kaha 105K āpau o ka laina hana L2;Hōʻike ʻo LG Hōʻike iā LGD Ma 4Q19, e pani ʻia ka laina hana P7 i ka mana o ka mahina o 50K, a e pani ʻia ka laina hana P8 i ka mana o ka mahina o 140K.
Wahi a nā hoʻolālā o SDC a me LGD, e haʻalele mālie lākou mai ka mana hana LCD a mālama wale i ka mana hana LCD.I kēia manawa, ua hoʻolaha ka Luna Hoʻokele o LGD ma CES2020 e hoʻihoʻi ʻia nā mana hana LCD TV āpau āpau, a e haʻalele hoʻi ʻo SDC mai nā mana hana LCD āpau i 2020.
Ma ka laina panel LCD o Kina, kokoke pau ka hoʻonui ʻana i ka mana LCD.E hoʻokomo ʻia ka laina hanauna 10.5 o BOE ma Wuhan i ka hana ma 1Q20.Manaʻo ʻia he 1 makahiki e hoʻonui ai i ka mana hana.E lilo kēia i laina hana LCD hope loa o BOE.E hoʻomaka ana ka laina hanauna 8.6 o Huike ma Mianyang e hoʻonui i ka mana hana ma 1Q20.Ma muli o ka hoʻomau ʻia o ka lilo ʻana o Huike, ua manaʻo ʻia he liʻiliʻi ka hiki ke hoʻomau i ka hoʻokomo ʻana i ka wā e hiki mai ana;ka Shenzhen 11th hanauna laina o Huaxing Optoelectronics e hoʻokomo ʻia i ka hana ma 1Q21, ʻo ia ka laina hana LCD hope loa o Huaxing Optoelectronics.
I ka makahiki i hala aku nei, ʻo ka oversupply ma ka mākeke LCD panel i alakaʻi i nā kumukūʻai haʻahaʻa lōʻihi no nā panels LCD, a ua hoʻopilikia nui ʻia ka waiwai o ka hui e ka overcapacity.I kēia makahiki, ua puka mai kahi maʻi maʻi pneumonia hou ma nā ʻāina me Kina, South Korea a me Iapana.I ka wā pōkole, e hoʻopilikia ʻia ka holomua o ka honua LCD panel production capacity e ka maʻi maʻi pneumonia lei hou.Ma ke ʻano holoʻokoʻa, ua kaupalena ʻia ka hāʻawi ʻana o ka honua LCD TV panel, a ʻo ka pili paʻa ʻana a me ka pili koi i kumu i ka ʻoihana panel e hoʻomaka i ka nalu o ka piʻi ʻana o ke kumukūʻai.Hiki i ke kaiapuni paʻa a me ke koi ke koi aku i nā hui panel home e lawe i kēia manawa e hoʻonui i kā lākou hana hana.
Ma waho aʻe o ka piʻi pōkole o nā kumukūʻai panel, ke hana nei ka ʻoihana hōʻike panel i nā loli nui, ʻo ia hoʻi, ʻo nā mea hana LCD panel ma Kina e hopu ana i nā mea hana Korea ma muli o ka hoʻokūkū kumukūʻai, ka hana pono o nā laina hana hou, a me nā ʻoihana. nā pono kākoʻo kaulahao.No nā hui pili e like me BOE a me Huaxing Optoelectronics, i mua o ka maʻi maʻi, hoʻoponopono i ka mokuʻāina a me ka hoʻolālā a me ka hāʻawi ʻana iā lākou iho i ka mākeke hiki ke lanakila i nā ʻāpana.
I kēia manawa, ua loaʻa i nā hui panel o Kina me nā hui Kepanī a me South Korea i ka ʻenehana panel LCD, a ua kālele i ka hoʻolālā o ka ʻenehana OLED.ʻOiai ʻo ka midstream OLED panel production capacity aia ma ka lima o nā mea hana LCD kuʻuna e like me Samsung, LG, Sharp, JDI, a me nā mea ʻē aʻe.ʻO BOE, Shentianma, a me ka pale maʻalahi 3D curved aniani Lansi , Ua hoʻomaka e waiho i nā laina hana OLED.
Ke hoʻohālikelike ʻia me ke kūlana koʻikoʻi o nā panela LCD ma ka mākeke TV honua, ʻo ka hopena o nā panela OLED a me nā mākeke huahana hope loa.Ma ke ʻano he hanauna hou o ka ʻenehana hōʻike, ʻoiai ua hoʻoikaika ʻo OLED i ka hoʻomaikaʻi ʻana i ka ʻoihana panel, ʻoi aku ka lōʻihi o ka kaulana o nā panela OLED i nā TV nui a me nā mākeke hiki ke hoʻohana ʻia.
Ua hoʻopaʻa ʻia ka poʻe i loko e pili ana i ka piʻi ʻana o ke kumukūʻai panel ma 2020.Inā hoʻomau ka hoʻihoʻi ʻana o ke kumukūʻai, ʻo ka hana o nā ʻoihana alakaʻi i ka ʻoihana panel ma kahi o ke kihi.Me ka hoʻolaha ʻana o 5G downstream terminal applications, e piʻi aʻe ka noi no nā huahana uila.Ke hoʻomau nei nā noi hou a me nā ʻenehana hou a ke hoʻomau nei ka hoʻonui ʻana i ke kākoʻo o ke aupuni, pono ka nānā ʻana i ka ʻoihana LCD panel kūloko o kēia makahiki.I ka wā e hiki mai ana, e ulu mālie ka mākeke panel LCD honua i kahi ʻāina hoʻokūkū ma waena o South Korea a me Kina.
Ka manawa hoʻouna: Mar-04-2020