Umthombo: Tianji.com
Ukuchatshazelwa yi-coronavirus entsha, imveliso kwiifektri zokubonisa ii-LCD ezintlanu e-Wuhan, e-China iye yacotha.Ukongeza, i-Samsung, i-LGD kunye nezinye iinkampani ziye zanciphisa okanye zavala umzi-mveliso wepaneli ye-LCD ye-LCD kunye neminye imilinganiselo, ukunciphisa umthamo wepaneli ye-LCD.Abangaphakathi abafanelekileyo baqikelela ukuba emva kokuncipha konikezelo lweepaneli zeLCD ezinyukayo, amaxabiso ephaneli yeLCD yehlabathi ke ngoko aya kunyuka okwethutyana.Nangona kunjalo, xa ubhubhane uphantsi kolawulo, amaxabiso ephaneli ye-LCD aya kuhla.
Iqhutywa sisikrini esikhulu, ngaphandle kokuma kwentengiso yeTV yehlabathi, indawo yokuthunyelwa kwephaneli yeTV yehlabathi igcine ukukhula okuzinzileyo.Kwicala lokubonelela, phantsi koxinzelelo olusuka kwilahleko eqhubekayo, abenzi bephaneli eMzantsi Korea naseTaiwan baye bakhokela ekulungiseni umthamo.Phakathi kwabo, i-Samsung Display ihoxise enye yeendlela zayo zokuvelisa, i-LGD ayizange ihoxise kuphela kumandla athile okuvelisa, kwaye ibhengeze ukuba iya kuvala umgca wayo wemveliso yasekhaya ngo-2020.
Ngokuhlehla kwabavelisi baseKorea kunye nokuphela komthamo wemveliso e-China, ngenxa yempembelelo yobhubhane, amaxabiso ephaneli yeLCD yehlabathi jikelele aya kunyuka ngo-2020, okuya kuzisa inzuzo etyebileyo kubenzi bephaneli abasindileyo kwaye bagcina inkampani isebenza ngokufanelekileyo.
Ukuqhambuka kuchaphazela unikezelo ukukhuthaza amaxabiso ephaneli ukuba anyuke
Ukuqhambuka kwale meko kukhokelele ekungoneleni kokuqaliswa kweefektri zemodyuli ezinyukayo nezisezantsi, nto leyo ethintele unikezelo lweepaneli.Kubangele impembelelo enkulu kwishishini lephaneli kunye namakhonkco ekhonkco loshishino olunzima.Ukusuka kwimbono yokuthunyelwa kwefektri yephaneli, ngenxa yokulahlekelwa kwamandla okuvelisa kakhulu kwinqanaba lokugqibela lephaneli ngoFebruwari, ukuthunyelwa kweephaneli kwikota yokuqala kuya kuchaphazeleka kakhulu.Kwangaxeshanye, imeko yendyikityha iye yachaphazela kakhulu i-terminal retail market.
Ubhubhani upholise ngokukhawuleza imarike yokuthengisa yaseTshayina, kwaye imfuno yezixhobo zasekhaya ezibandakanya ii-smartphones kunye nee-TV ezihlakaniphile ziye zehla.Nangona kunjalo, kuya kuthatha ixesha lokuba utshintsho kwimarike yabathengi bokugqibela ukuhambisa uhlengahlengiso kwimfuno yokuthengwa kweepaneli.Ngokwengxelo yephaneli ye-LCD kamabonakude yamva nje ekhutshwe yi-Qunzhi Consulting, ngenxa yempembelelo yobhubhani wenyumoniya osusulelwe yi-coronavirus, amaxabiso ephaneli ye-LCD TV anyuke kancinci kunokuba bekulindelwe ngoFebruwari ka-2020, ngee-intshi ezingama-32 zonyuka nge-1 yeedola kunye ne-39.5, 43. , kwaye i-intshi ezingama-50 nganye iyanda.2 iidola, 55, 65 intshi ngalinye rose 3 dollar.Ngaxeshanye, le arhente iqikelela ukuba iiphaneli zeLCD kamabonakude zilindeleke ukuba ziyenyuka ngoMatshi.
Ngexesha elifutshane, ubhubhani omtsha we-pneumonia uya kuba nempembelelo ethile kumthamo weefektri zepaneli, kodwa ubhubhane uya kulibazisa ukuqaliswa kwakhona kwekhonkco lokubonelela ngephaneli, elinokuthi lichaphazele ukunikezelwa kwephaneli ngoMatshi.Kwangaxeshanye, imfuno eyomeleleyo yesitokhwe esezantsi iya kuqhuba ngokungathanga ngqo ukunyuswa kwexabiso lephaneli ngokukhawuleza.
Abahlalutyi beshishini abafanelekileyo bathe phantsi kokudityaniswa okuncomekayo kwezinto ezahlukeneyo, ishishini lephaneli elihamba phambili lilindeleke ukuba libambe eliza lamathuba aphezulu.Kwangaxeshanye, unikezelo oluqinileyo kunye nemfuno nayo ikhuthaze iinkampani zephaneli zasekhaya ukuba zithathe eli thuba ukunyusa umthamo wazo wemveliso, kwaye imarike yephaneli yehlabathi inokuzisa inguqu entsha.
Imboni yepaneli yeLCD yeLCD iya kuzisa indawo yokuguquguquka yexesha elide
Ngo-2019, bekukho ilahleko yokusebenza ngokubanzi kulo lonke ishishini, kwaye amaxabiso ephaneli aqhelekileyo awela ngaphantsi kweendleko zemali zabavelisi baseKorea naseTaiwan.Ngaphantsi koxinzelelo lwelahleko eqhubekayo kunye nelahleko engaphezulu, abenzi bephaneli eMzantsi Korea naseTaiwan bakhokela ekulungiseni umthamo.I-Samsung ibonise ukuba i-SDC ivale umgca we-L8-1-1 wokuvelisa kwinyanga ye-80K kwi-3Q19, kwaye ivale umgca we-L8-2-1 wokuvelisa kwi-35K yenyanga;I-Huaying CPT ivale yonke i-105K umthamo we-L2 umgca wokuvelisa;I-LG Display ibonise i-LGD Kwi-4Q19, umgca we-P7 wokuvelisa uya kuvalwa kwisithuba senyanga ye-50K, kwaye umgca we-P8 wokuvelisa uya kuvalwa kumthamo wenyanga we-140K.
Ngokwezicwangciso zeSDC kunye neLGD, baya kurhoxa kancinci kancinci kumthamo weLCD kwaye bagcine amandla okuvelisa iLCD.Okwangoku, i-CEO ye-LGD ibhengeze ku-CES2020 ukuba yonke imveliso ye-LCD ye-TV yasekhaya iza kurhoxiswa, kwaye i-SDC nayo iza kurhoxa kuyo yonke imveliso ye-LCD ngo-2020.
Kumgca wepaneli ye-LCD yaseTshayina, ukwandiswa komthamo we-LCD nako sekusondele ekugqityweni.Umgca wesizukulwana we-BOE we-10.5 e-Wuhan uya kufakwa kwimveliso kwi-1Q20.Kulindeleke ukuba kuthathe unyaka omnye ukunyusa umthamo wemveliso.Oku kuya kuba ngumgca wokugqibela we-LCD wemveliso ye-BOE.Umgca we-8.6 wesizukulwana se-Huike e-Mianyang uya kuqalisa kwakhona ukunyusa umthamo wemveliso kwi-1Q20.Ngenxa yokulahleka okuqhubekayo kwe-Huike, kulindeleke ukuba ithuba lokutyalomali oluqhubekayo kwixesha elizayo lincinci;umgca we-Shenzhen we-11th wesizukulwana se-Huaxing Optoelectronics uya kufakwa kwimveliso kwi-1Q21, eya kuba ngumgca wokugqibela we-LCD wemveliso ye-Huaxing Optoelectronics.
Kunyaka ophelileyo, ukugqithiswa kwimarike yepaneli ye-LCD kwakhokelela kumaxabiso aphantsi kwexesha elide kwiipaneli ze-LCD, kwaye inzuzo yenkampani yachatshazelwa kakhulu kukugqithiswa.Kulo nyaka, kwaqhambuka ubhubhani wenyumoniya kumazwe aquka iTshayina, uMzantsi Korea kunye neJapan.Ngexesha elifutshane, inkqubela phambili yokuphuculwa komthamo wephaneli yeLCD yehlabathi iya kuchatshazelwa ngubhubhani omtsha we-pneumonia.Lilonke, unikezelo lwamandla okwenziwa kwephaneli ye-LCD kamabonakude wehlabathi jikelele lunqongophele, kwaye ukubonelelwa okuqinileyo kunye nobudlelwane bemfuno bubangele ukuba ishishini lephaneli liqalise ukonyuka kwamaxabiso.Unikezelo oluqinileyo kunye nemfuno yendawo engqongileyo inokukhuthaza iinkampani zephaneli zasekhaya ukuba zithathe eli thuba ukwandisa umthamo wazo wemveliso.
Ukongeza kokunyuka kwexesha elifutshane kumaxabiso ephaneli, ishishini lephaneli yokubonisa liphantsi kotshintsho olukhulu, oko kukuthi, abenzi bephaneli zeLCD eTshayina babambana nabavelisi baseKorea ngenxa yokukhuphisana kweendleko, ukusebenza kakuhle kwemveliso yemigca emitsha yemveliso, kunye neshishini. ikhonkco elixhasa inzuzo.Kwiinkampani ezinxulumene nazo ezifana ne-BOE kunye ne-Huaxing Optoelectronics, ebusweni bobhubhane, ukulungelelanisa urhulumente kunye nesicwangciso kunye nokuzinikela kwimarike kunokuphumelela izabelo ezininzi.
Okwangoku, iinkampani zephaneli zaseTshayina zibambe iinkampani zaseJapan kunye nezaseMzantsi Korea kwitekhnoloji yephaneli yeLCD, kwaye igxile kubuchwephesha be-OLED.Nangona i-midstream ye-OLED yephaneli yokuvelisa isezandleni zabenzi be-LCD bemveli abanje nge-Samsung, LG, Sharp, JDI, njl.I-BOE, i-Shentianma, kunye nesikrini esiguquguqukayo I-3D yeglasi egobileyo iLansi, sele iqalile ukubeka imigca yemveliso ye-OLED.
Xa kuthelekiswa nemo yesiqhelo yeephaneli zeLCD kwimarike yeTV yehlabathi, ifuthe leephaneli zeOLED kunye neemarike zemveliso zokuphela zilinganiselwe.Njengesizukulwana esitsha setekhnoloji yokubonisa, nangona i-OLED iqhubele phambili ukuphuculwa kweshishini lepaneli, ukuthandwa kweepaneli ze-OLED kwii-TV ezinkulu kunye neemarike ezinxibekayo zikude nefashoni.
Abangaphakathi abafanelekileyo bahlalutye ukuba ukunyuka kwexabiso lephaneli ngo-2020 kuphunyeziwe.Ukuba umgangatho wokubuyisela ixabiso uyaqhubeka, ukusebenza kweenkampani ezikhokelayo kwishishini lepaneli lisondele kwikona.Ngokuthandwa kwe-5G yezicelo ze-terminal ezisezantsi, imfuno yeemveliso zombane zabathengi iya kwanda.Njengoko izicelo ezitsha kunye nobuchwepheshe obutsha buqhubeka bukhula kunye nenkxaso karhulumente iqhubeka isanda, imboni ye-LCD yasekuhlaleni ye-LCD ifanele ijonge phambili.Kwixesha elizayo, imakethi yephaneli ye-LCD yehlabathi iya kuthi kancinane iguquke ibe kukhuphiswano lomhlaba phakathi koMzantsi Korea kunye neTshayina.
Ixesha lokuposa: Mar-04-2020