Tau qhov twg los: Tianji.com
Kev cuam tshuam los ntawm tus kabmob tshiab no, kev tsim khoom hauv tsawg kawg tsib lub chaw ua haujlwm LCD hauv Wuhan, Tuam Tshoj tau qeeb.Tsis tas li ntawd, Samsung, LGD thiab lwm lub tuam txhab txo lossis kaw lawv lub Hoobkas LCD LCD vaj huam sib luag thiab lwm yam kev ntsuas, txo cov LCD vaj huam sib luag tsim muaj peev xwm.Cov neeg sab hauv cuam tshuam kwv yees tias tom qab cov khoom siv ntawm cov khoom siv hluav taws xob LCD poob qis, lub ntiaj teb LCD vaj huam sib luag cov nqi yuav nce ib ntus.Txawm li cas los xij, thaum muaj kev sib kis tau tswj tau, cov nqi vaj huam sib luag LCD yuav poob.
Tsav los ntawm lub vijtsam loj, txawm hais tias qhov tsis txaus ntseeg ntawm kev muag khoom thoob ntiaj teb TV, lub ntiaj teb TV vaj huam sib luag xa khoom thaj chaw tau khaws cia kev loj hlob tsis tu ncua.Ntawm qhov chaw muab khoom, nyob rau hauv kev ntxhov siab los ntawm kev poob txuas ntxiv, cov neeg tsim vaj huam sib luag hauv South Kauslim thiab Taiwan tau coj tus thawj coj hauv kev kho lub peev xwm.Ntawm lawv, Samsung Display tau thim qee qhov ntawm nws lub peev xwm tsim khoom, LGD tsis tau tsuas yog thim tawm ntawm qee lub peev xwm tsim khoom, thiab tau tshaj tawm tias nws yuav kaw nws cov kab ntau lawm hauv 2020.
Nrog kev thim rov qab ntawm Kaus Lim Kauslim cov tuam txhab lag luam thiab qhov kawg ntawm kev tsim muaj peev xwm hauv Suav teb, vim muaj kev cuam tshuam ntawm kev sib kis, thoob ntiaj teb LCD vaj huam sib luag nqi yuav nce xyoo 2020, uas yuav ua rau muaj txiaj ntsig zoo rau cov neeg tsim vaj huam sib luag uas tau muaj sia nyob thiab ua kom lub tuam txhab ua haujlwm zoo.
Kev tawm tsam cuam tshuam rau cov khoom siv los txhawb cov nqi vaj huam sib luag kom nce
Qhov tshwm sim ntawm qhov teeb meem no tau ua rau muaj kev pib tsis txaus ntawm cov khoom siv hluav taws xob sab saud thiab qis qis, uas tau txwv cov khoom siv ntawm cov vaj huam sib luag.Nws tau ua rau muaj kev cuam tshuam ntau heev rau kev lag luam vaj huam sib luag nrog txoj kev lag luam sib txuas.Los ntawm qhov kev xav ntawm vaj huam sib luag lub Hoobkas xa khoom, vim tias muaj peev xwm ntau lawm poob hauv qhov kawg ntawm lub vaj huam sib luag hauv Lub Ob Hlis, vaj huam sib luag xa khoom hauv thawj peb lub hlis twg yuav cuam tshuam zoo heev.Nyob rau tib lub sijhawm, qhov xwm txheej kis tau cuam tshuam loj heev rau lub davhlau ya nyob twg khw muag khoom.
Tus kab mob kis tau sai sai rau cov khw muag khoom hauv Suav teb, thiab kev thov rau cov khoom siv hauv tsev nrog rau cov xov tooj ntse thiab TVs ntse tau poob qis.Txawm li cas los xij, nws yuav siv sij hawm rau cov kev hloov pauv ntawm cov neeg siv khoom lag luam kawg kom xa cov kev hloov pauv mus rau qhov kev thov rau kev yuav khoom vaj huam sib luag.Raws li qhov tseeb LCD TV vaj huam sib luag tshaj tawm los ntawm Qunzhi Consulting, vim muaj kev cuam tshuam los ntawm tus kab mob coronavirus tshiab kis mob ntsws, LCD TV vaj huam sib luag nqi tau nce me ntsis siab tshaj qhov xav tau thaum Lub Ob Hlis 2020, nrog 32 ntiv tes nce los ntawm $ 1 thiab 39.5, 43. , thiab 50 nti txhua qhov nce.2 las, 55, 65 ntiv tes sawv 3 las.Nyob rau tib lub sijhawm, lub koom haum kuj tau kwv yees tias LCD TV vaj huam sib luag yuav tsum muaj kev nce siab hauv lub Peb Hlis.
Nyob rau lub sijhawm luv luv, tus kab mob ntsws tshiab yuav muaj qee yam cuam tshuam rau lub peev xwm ntawm cov chaw tsim khoom vaj huam sib luag, tab sis kev sib kis yuav ncua kev rov pib dua ntawm cov khoom siv hluav taws xob ntawm lub vaj huam sib luag, uas yuav cuam tshuam rau lub vaj huam sib luag hauv lub Peb Hlis.Nyob rau tib lub sij hawm, qhov muaj zog downstream stockpile thov yuav indirectly tsav lub vaj huam sib luag nqi nce ceev.
Cov kws tshuaj ntsuam xyuas kev lag luam ntsig txog tau hais tias nyob rau hauv kev sib xyaw ua ke zoo ntawm ntau yam, kev lag luam vaj huam sib luag uas tau nce siab dua yuav tsum tau txeeb qhov nthwv dej ntawm kev nce siab.Nyob rau tib lub sijhawm, cov khoom siv nruj thiab kev xav tau kuj tau ua rau cov tuam txhab vaj huam sib luag hauv tsev siv lub sijhawm no los ua kom lawv cov peev txheej ntau lawm, thiab lub ntiaj teb vaj huam sib luag kev lag luam yuav ua rau muaj kev hloov pauv tshiab.
LCD vaj huam sib luag vaj huam sib luag kev lag luam yuav coj mus rau lub sij hawm ntev inflection point
Xyoo 2019, muaj kev lag luam poob thoob plaws hauv kev lag luam, thiab cov nqi vaj huam sib luag tseem ceeb tau poob qis dua cov nqi nyiaj ntsuab ntawm Korean thiab Taiwanese manufacturers.Raws li kev poob qis thiab poob ntau dua, cov neeg tsim vaj huam sib luag hauv South Kauslim thiab Taiwan tau ua tus thawj coj hauv kev kho lub peev xwm.Samsung tau qhia tias SDC kaw L8-1-1 cov kab ntau lawm ntawm ib lub hlis muaj peev xwm ntawm 80K hauv 3Q19, thiab kaw L8-2-1 cov kab ntau lawm ntawm lub peev xwm txhua hli ntawm 35K;Huaying CPT kaw tag nrho 105K muaj peev xwm ntawm L2 cov kab ntau lawm;LG Display pom LGD Hauv 4Q19, P7 cov kab ntau lawm yuav raug kaw ntawm lub peev xwm txhua hli ntawm 50K, thiab P8 cov kab ntau lawm yuav raug kaw ntawm ib lub hlis twg ntawm 140K.
Raws li cov tswv yim ntawm SDC thiab LGD, lawv yuav maj mam thim tawm ntawm LCD tsim muaj peev xwm thiab tsuas yog khaws cov peev txheej ntawm LCD.Tam sim no, CEO ntawm LGD tau tshaj tawm ntawm CES2020 tias tag nrho cov khoom siv hluav taws xob LCD TV hauv tsev yuav raug tshem tawm, thiab SDC tseem yuav maj mam thim tawm ntawm tag nrho cov peev txheej LCD hauv 2020.
Nyob rau hauv Tuam Tshoj lub LCD vaj huam sib luag kab, LCD muaj peev xwm nthuav dav kuj ze rau tiav.BOE's 10.5 tiam kab hauv Wuhan yuav muab tso rau hauv kev tsim khoom hauv 1Q20.Nws cia siab tias nws yuav siv sijhawm 1 xyoos los txhawb kev tsim khoom.Qhov no yuav dhau los ua qhov kawg LCD ntau lawm kab ntawm BOE.Lub 8.6 tiam kab ntawm Huike hauv Mianyang tseem yuav pib ua kom muaj peev xwm ntau lawm hauv 1Q20.Vim qhov poob ntawm Huike txuas ntxiv, nws xav tias qhov ua tau ntawm kev nqis peev txuas ntxiv rau yav tom ntej yog me me;Shenzhen 11th tiam kab ntawm Huaxing Optoelectronics yuav muab tso rau hauv ntau lawm hauv 1Q21, uas yuav yog lub xeem LCD ntau lawm kab ntawm Huaxing Optoelectronics.
Xyoo tas los, kev muag khoom ntau dhau hauv LCD vaj huam sib luag ua lag luam ua rau lub sijhawm ntev ntawm tus nqi qis rau LCD vaj huam sib luag, thiab kev lag luam tau txais txiaj ntsig tau cuam tshuam loj heev los ntawm overcapacity.Xyoo no, tus kab mob ntsws tshiab tau tshwm sim hauv cov tebchaws suav nrog Tuam Tshoj, Kaus Lim Qab Teb thiab Nyij Pooj.Hauv lub sijhawm luv luv, kev nce qib ntawm lub ntiaj teb LCD vaj huam sib luag tsim muaj peev xwm txhim kho yuav cuam tshuam los ntawm tus kab mob ntsws tshiab.Ntawm tag nrho, lub ntiaj teb LCD TV vaj huam sib luag tsim khoom muaj peev xwm raug txwv, thiab cov khoom siv nruj thiab kev thov kev sib raug zoo tau ua rau kev lag luam vaj huam sib luag tau teeb tsa tus nqi nce.Cov khoom siv nruj thiab qhov xav tau ib puag ncig tuaj yeem ua rau cov tuam txhab vaj huam sib luag hauv tsev siv lub sijhawm no los ua kom lawv lub peev xwm ntau lawm.
Ntxiv rau lub sijhawm luv luv ntawm cov nqi vaj huam sib luag, kev lag luam vaj huam sib luag tau hloov pauv loj, uas yog, LCD vaj huam sib luag cov neeg tsim khoom hauv Suav teb tau ntes cov tuam txhab Kauslim los ntawm kev tsim txiaj ntawm cov nqi sib tw, kev ua haujlwm ntawm cov kab ntau lawm, thiab kev lag luam. chain txhawb qhov zoo.Rau cov tuam txhab muaj feem cuam tshuam xws li BOE thiab Huaxing Optoelectronics, nyob rau hauv lub ntsej muag ntawm kev sib kis, kho lub xeev thiab lub tswv yim thiab mob siab rau lawv tus kheej rau kev ua lag luam yuav yeej ntau qhov sib koom.
Tam sim no, Tuam Tshoj cov tuam txhab vaj huam sib luag tau ntes nrog cov tuam txhab Nyij Pooj thiab Kaus Lim Qab Teb hauv LCD vaj huam sib luag thev naus laus zis, thiab tsom mus rau kev teeb tsa ntawm OLED thev naus laus zis.Txawm hais tias midstream OLED vaj huam sib luag tsim muaj peev xwm yog qhov tseem ceeb ntawm txhais tes ntawm cov tuam txhab LCD ib txwm muaj xws li Samsung, LG, Sharp, JDI, thiab lwm yam, kev siv thiab kev loj hlob ntawm vaj huam sib luag manufacturers hauv Suav teb kuj tseem ceeb heev.BOE, Shentianma, thiab hloov tau yooj yim screen 3D nkhaus iav Lansi, tau pib nteg tawm OLED ntau lawm kab.
Piv nrog rau cov xwm txheej tseem ceeb ntawm LCD vaj huam sib luag hauv lub ntiaj teb TV lag luam, qhov cuam tshuam ntawm OLED panels thiab cov khoom lag luam kawg yog qhov tsawg heev.Raws li lub cim tshiab ntawm cov khoom siv thev naus laus zis, txawm hais tias OLED tau tsav kev txhim kho ntawm kev lag luam vaj huam sib luag, qhov muaj koob meej ntawm OLED panels hauv TVs loj thiab cov khw muag khoom ntse yog nyob deb ntawm fashionable.
Cov neeg sab hauv txheeb xyuas tau txheeb xyuas tias cov nqi vaj huam sib luag nce hauv 2020 tau ua tiav.Yog tias tus nqi rov qab mus ntxiv, kev ua haujlwm ntawm cov tuam txhab ua lag luam hauv vaj huam sib luag kev lag luam tsuas yog nyob ib ncig ntawm lub ces kaum.Nrog rau qhov nrov ntawm 5G downstream davhlau ya nyob twg daim ntawv thov, qhov kev thov rau cov neeg siv khoom siv hluav taws xob yuav nce ntxiv.Raws li cov ntawv thov tshiab thiab cov thev naus laus zis tshiab txuas ntxiv mus rau kev paub tab thiab kev txhawb nqa tsoomfwv tseem nce ntxiv, xyoo no kev lag luam hauv zos LCD vaj huam sib luag tsim nyog tos ntsoov rau.Nyob rau hauv lub neej yav tom ntej, lub ntiaj teb no LCD vaj huam sib luag kev lag luam yuav maj mam hloov mus rau hauv ib tug kev sib tw toj roob hauv pes ntawm South Kauslim thiab Tuam Tshoj.
Post lub sij hawm: Mar-04-2020